The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CAMECO CORP | COM | 13321L108 | 102,902 | 10,188,363 | SH | SOLE | 1 | 10,188,363 | 0 | 0 | |
| HARMONY GOLD MNG LTD | SPONSORED ADR | 413216300 | 56,634 | 10,746,561 | SH | SOLE | 1 | 10,746,561 | 0 | 0 | |
| NEW GOLD INC CDA | COM | 644535106 | 17,151 | 10,088,931 | SH | SOLE | 1 | 10,088,931 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 76,855 | 6,463,807 | SH | SOLE | 1 | 6,463,807 | 0 | 0 | |
| SIBANYE STILLWATER | SPONSORED ADR | 82575P107 | 134,433 | 11,965,532 | SH | SOLE | 1 | 11,965,532 | 0 | 0 | |
| VEON LTD | SPONSORED ADR | 91822M106 | 66,924 | 53,114,362 | SH | SOLE | 1 | 53,114,362 | 0 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 47,108 | 7,115,947 | SH | SOLE | 1 | 7,115,947 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 110,707 | 7,059,076 | SH | SOLE | 1 | 7,059,076 | 0 | 0 | |
| LIBERTY OILFIELD SVCS INC | COM | 53115L104 | 9,610 | 1,202,714 | SH | SOLE | 1 | 1,202,714 | 0 | 0 | |