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 | 70,356 | 5,967,410 | SH | SOLE | 1 | 5,967,410 | 0 | 0 | |
| HARMONY GOLD MNG LTD | SPONSORED ADR | 413216300 | 25,224 | 13,275,728 | SH | SOLE | 1 | 13,275,728 | 0 | 0 | |
| NEW GOLD INC CDA | COM | 644535106 | 18,785 | 21,817,665 | SH | SOLE | 1 | 21,817,665 | 0 | 0 | |
| NOVAGOLD RES INC | COM NEW | 66987E206 | 24,561 | 5,889,905 | SH | SOLE | 1 | 5,889,905 | 0 | 0 | |
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 188,130 | 45,551,943 | SH | SOLE | 1 | 45,551,943 | 0 | 0 | |
| VANECK VECTORS ETF TR | JR GOLD MINERS E | 92189F791 | 3,713 | 117,022 | SH | SOLE | 1 | 117,022 | 0 | 0 | |
| VEON LTD | SPONSORED ADR | 91822M106 | 89,983 | 43,054,134 | SH | SOLE | 1 | 43,054,134 | 0 | 0 | |