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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Cameco Corp PUT 13321L958   26,250 250,000 SH Call SOLE   250,000 0 0
Cameco Corp COM 13321L108   43,862,000 1,400,000 SH   SOLE   1,400,000 0 0
Denison Mines Corp COM 248356107   37,004,411 29,603,529 SH   SOLE   29,603,529 0 0
Nexgen Energy LTD COM 65340P106   53,830,628 11,429,008 SH   SOLE   11,429,008 0 0
UR-Energy Inc COM 91688R108   7,887,468 7,511,874 SH   SOLE   7,511,874 0 0
Uranium Energy Corp COM 916896103   28,940,919 8,512,035 SH   SOLE   8,512,035 0 0