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 | 68,028 | 5,967,410 | SH | SOLE | 1 | 5,967,410 | 0 | 0 | |
| HARMONY GOLD MNG LTD | SPONSORED ADR | 413216300 | 22,038 | 13,275,728 | SH | SOLE | 1 | 13,275,728 | 0 | 0 | |
| NEW GOLD INC CDA | COM | 644535106 | 13,262 | 16,717,997 | SH | SOLE | 1 | 16,717,997 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 21,852 | 5,889,905 | SH | SOLE | 1 | 5,889,905 | 0 | 0 | |
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 114,466 | 45,970,311 | SH | SOLE | 1 | 45,970,311 | 0 | 0 | |
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 3,202 | 117,022 | SH | SOLE | 1 | 117,022 | 0 | 0 | |
| VEON LTD | SPONSORED ADR | 91822M106 | 109,208 | 37,657,792 | SH | SOLE | 1 | 37,657,792 | 0 | 0 | |