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
APOLLO ENDOSURGERY INC COM 03767D108 2,553 1,329,512 SH   SOLE   1,329,512 0 0
EQUINOX GOLD CORP COM 29446Y502 6,461 974,496 SH   SOLE   974,496 0 0
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 272 2,200 SH   SOLE   2,200 0 0
GOLDEN STAR RES LTD CDA COM 38119T807 24,039 9,654,216 SH   SOLE   9,654,216 0 0
HECLA MNG CO COM 422704106 4,535 2,491,499 SH   SOLE   2,491,499 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 267 1,400 SH   SOLE   1,400 0 0
KINROSS GOLD CORP COM 496902404 15,920 4,000,000 SH   SOLE   4,000,000 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 33,111 1,118,630 SH   SOLE   1,118,630 0 0
MCEWEN MNG INC COM 58039P107 385 582,920 SH   SOLE   582,920 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 442,195 3,063,567 SH   SOLE   3,063,567 0 0
SEADRILL LTD COM G7998G106 322 748,438 SH   SOLE   748,438 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 28,868 6,116,005 SH   SOLE   6,116,005 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,221 35,776 SH   SOLE   35,776 0 0
SPROTT ETF TR GOLD MINERS ETF 85210B102 209 10,500 SH   SOLE   10,500 0 0
SSR MNG INC COM 784730103 203 17,870 SH   SOLE   17,870 0 0
TIDEWATER INC NEW COM 88642R109 7,149 1,009,782 SH   SOLE   1,009,782 0 0