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 | 41,197 | 4,532,124 | SH | SOLE | 1 | 4,532,124 | 0 | 0 | |
| HARMONY GOLD MNG LTD | SPONSORED ADR | 413216300 | 26,052 | 10,900,425 | SH | SOLE | 1 | 10,900,425 | 0 | 0 | |
| NEW GOLD INC CDA | COM | 644535906 | 16,135 | 6,254,038 | SH | SOLE | 1 | 6,254,038 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 14,164 | 3,271,078 | SH | SOLE | 1 | 3,271,078 | 0 | 0 | |
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 127,289 | 31,901,904 | SH | SOLE | 1 | 31,901,904 | 0 | 0 | |
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 6,120 | 190,368 | SH | SOLE | 1 | 190,368 | 0 | 0 | |
| VEON LTD | SPONSORED ADR | 91822M106 | 59,400 | 22,499,887 | SH | SOLE | 1 | 22,499,887 | 0 | 0 | |