The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
Estimated average burden
hours per response: 23.8

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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPS ETF TR SPROTT GL MINE 00162Q643 231 10,500 SH   SOLE   10,500 0 0
APOLLO ENDOSURGERY INC COM 03767D108 4,135 1,272,349 SH   SOLE   1,272,349 0 0
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 316 2,200 SH   SOLE   2,200 0 0
GOLDEN STAR RES LTD CDA COM 38119T807 32,756 8,127,975 SH   SOLE   8,127,975 0 0
HARMONY GOLD MNG LTD SPONSORED ADR 413216300 5,007 2,205,770 SH   SOLE   2,205,770 0 0
IAMGOLD CORP COM 450913108 10,140 3,000,000 SH   SOLE   3,000,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 385,544 735,000 SH Put SOLE   735,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 261 1,400 SH   SOLE   1,400 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 38,669 900,959 SH   SOLE   900,959 0 0
PRETIUM RES INC COM 74139C102 8,676 866,714 SH   SOLE   866,714 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 285,253 3,023,349 SH   SOLE   3,023,349 0 0
SEADRILL LTD COM G7998G106 3,114 748,438 SH   SOLE   748,438 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 23,462 4,939,373 SH   SOLE   4,939,373 0 0
TIDEWATER INC NEW COM 88642R109 7,838 333,804 SH   SOLE   333,804 0 0
UNITED RENTALS INC COM 911363109 37,508 282,800 SH Put SOLE   282,800 0 0
W & T OFFSHORE INC COM 92922P106 3,271 659,575 SH   SOLE   659,575 0 0