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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
ANTERO RESOURCES CORP COM 03674X106   3,454,500 150,000 SH   SOLE   150,000 0 0
BORR DRILLING LTD SHS G1466R173   8,947,635 1,188,265 SH   SOLE   1,188,265 0 0
CAMECO CORP COM 13321L108   31,632,616 1,009,659 SH   SOLE   1,009,659 0 0
DENISON MINES CORP COM 248356107   17,581,929 14,065,543 SH   SOLE   14,065,543 0 0
EQT CORP COM 26884L109   5,758,200 140,000 SH   SOLE   140,000 0 0
INTREPID POTASH INC COM 46121Y201   4,106,754 180,994 SH   SOLE   180,994 0 0
MOSAIC CO NEW COM 61945C103   4,550,000 130,000 SH   SOLE   130,000 0 0
NEXGEN ENERGY LTD COM 65340P106   30,058,829 6,381,917 SH   SOLE   6,381,917 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869   5,292,879 347,074 SH   SOLE   347,074 0 0
SEADRILL 2021 LTD COM G7997W102   7,507,013 181,900 SH   SOLE   181,900 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   13,511,925 402,500 SH Call SOLE   402,500 0 0
TIDEWATER INC NEW COM 88642R109   23,562,166 425,003 SH   SOLE   425,003 0 0
TRANSOCEAN LTD REG SHS H8817H100   18,661,188 2,662,081 SH   SOLE   2,662,081 0 0
UNITED STATES STL CORP NEW COM 912909108   3,126,250 125,000 SH   SOLE   125,000 0 0
UR-ENERGY INC COM 91688R108   8,549,931 8,142,791 SH   SOLE   8,142,791 0 0
VITAL ENERGY INC COM 516806205   5,365,491 118,837 SH   SOLE   118,837 0 0