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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGNICO EAGLE MINES LTD COM 008474108   11,691,400 196,000 SH   SOLE   196,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   8,407,500 570,000 SH   SOLE   570,000 0 0
BORR DRILLING LTD SHS G1466R173   7,181,930 1,048,457 SH   SOLE   1,048,457 0 0
CAMECO CORP COM 13321L108   8,664,000 200,000 SH   SOLE   200,000 0 0
CENOVUS ENERGY INC COM 15135U109   8,795,600 440,000 SH   SOLE   440,000 0 0
DENISON MINES CORP COM 248356107   4,485,000 2,300,000 SH   SOLE   2,300,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   11,049,700 235,000 SH   SOLE   235,000 0 0
NEXGEN ENERGY LTD COM 65340P106   20,711,316 2,665,549 SH   SOLE   2,665,549 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   17,251,845 3,662,812 SH   SOLE   3,662,812 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   12,322,500 250,000 SH Call SOLE   250,000 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   12,322,500 250,000 SH Put SOLE   250,000 0 0
TIDEWATER INC NEW COM 88642R109   23,402,684 254,377 SH   SOLE   254,377 0 0
UR-ENERGY INC COM 91688R108   4,874,973 3,046,858 SH   SOLE   3,046,858 0 0
VALARIS LTD CL A G9460G101   14,578,991 193,715 SH   SOLE   193,715 0 0