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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 703 8,919 SH   SOLE   8,919 0 0
Akebia Therapeutics Inc COM 00972D105 380 50,238 SH   SOLE   50,238 0 0
Amazon.com Inc COM 023135106 487 250 SH   SOLE   250 0 0
Apple Inc COM 037833100 758 2,983 SH   SOLE   2,983 0 0
Apple Inc COM 037833100 254 1,000 SH Put SOLE   1,000 0 0
ARC Document Solutions Inc. COM 00191G103 24 30,623 SH   SOLE   30,623 0 0
Bank of America Corp COM 060505104 1,710 80,578 SH   SOLE   80,578 0 0
Berkshire Hathaway Inc CL B NEW 084670702 593 3,247 SH   SOLE   3,247 0 0
Cameco Corp COM 13321l108 6,658 871,561 SH   SOLE   871,561 0 0
Cameco Corp COM 13321l108 7,490 980,500 SH Call SOLE   980,500 0 0
Caterpillar Inc COM 149123101 480 4,140 SH   SOLE   4,140 0 0
Centrus Energy Corp. CL A 15643U104 4,456 879,087 SH   SOLE   879,087 0 0
Cheniere Energy Inc COM NEW 16411R208 1,170 34,930 SH   SOLE   34,930 0 0
Denbury Resources Inc COM NEW 247916208 55 300,000 SH   SOLE   300,000 0 0
Denison Mines Corp COM 248356107 3,234 12,784,894 SH   SOLE   12,784,894 0 0
Discovery Communications Inc COM SER C 25470F302 209 11,918 SH   SOLE   11,918 0 0
East West Bancorp Inc COM 27579R104 2,011 78,132 SH   SOLE   78,132 0 0
Energy Fuels Inc/Canada COM NEW 292671708 6,263 5,307,972 SH   SOLE   5,307,972 0 0
Freeport-McMoRan Inc CL B 35671D857 1,108 164,149 SH   SOLE   164,149 0 0
Fulgent Genetics Inc COM 359664109 3,672 341,293 SH   SOLE   341,293 0 0
Genie Energy Ltd CL B 372284208 1,296 180,628 SH   SOLE   180,628 0 0
Hain Celestial Group Inc COM 405217100 2,304 88,718 SH   SOLE   88,718 0 0
IDT Corporation CL B NEW 448947507 417 76,940 SH   SOLE   76,940 0 0
International Tower Hill Mines COM 46050R102 701 1,874,732 SH   SOLE   1,874,732 0 0
Intrepid Potash Inc COM 46121Y102 325 406,812 SH   SOLE   406,812 0 0
Kennedy-Wilson Holdings Inc COM 489398107 2,905 216,472 SH   SOLE   216,472 0 0
Kirkland Lake Gold Ltd COM 49741E100 2,836 95,833 SH   SOLE   95,833 0 0
Lions Gate Entertainment Corp CL A VTG 535919401 1,602 263,646 SH   SOLE   263,646 0 0
Merus NV COM N5749R100 294 24,348 SH   SOLE   24,348 0 0
New Gold Inc COM 644535106 6 13,111 SH   SOLE   13,111 0 0
NexGen Energy Ltd COM 65340P106 3,626 4,984,476 SH   SOLE   4,984,476 0 0
NMI Holdings Inc CL A 629209305 685 59,054 SH   SOLE   59,054 0 0
Novagold Resources Inc COM 66987e206 3,613 489,568 SH   SOLE   489,568 0 0
Odonate Therapeutics Inc COM 676079106 292 10,592 SH   SOLE   10,592 0 0
Rafael Holdings Inc COM CL B 75062E106 7,150 558,169 SH   SOLE   558,169 0 0
Revovle Group Inc CL A 76156B107 1,149 133,076 SH   SOLE   133,076 0 0
S&W Seed Co COM 785135104 871 431,572 SH   SOLE   431,572 0 0
St Joe Co/The COM 790148100 622 37,089 SH   SOLE   37,089 0 0
Starwood Property Trust, Inc COM 85571B105 759 74,112 SH   SOLE   74,112 0 0
Tesla Motors Inc COM 88160R101 209 400 SH Put SOLE   400 0 0
Theravance Biopharma Inc COM G8807B106 237 10,258 SH   SOLE   10,258 0 0
Ur-Energy Inc COM 91688R108 371 954,800 SH   SOLE   954,800 0 0
Verizon Communications Inc COM 92343V104 1,886 35,120 SH   SOLE   35,120 0 0
Virtu Financial Inc CL A 928254101 7,970 382,821 SH   SOLE   382,821 0 0
Zedge, Inc. CL B 98923t104 1,315 1,494,695 SH   SOLE   1,494,695 0 0
ZIOPHARM Oncology Inc COM 98973P101 516 210,749 SH   SOLE   210,749 0 0
Icahn Enterprises LP DEPOSITARY UNIT 451100101 1,090 22,519 SH   SOLE   22,519 0 0
Invesco QQQ Trust Series 1 UNIT SER 1 46090E103 9,481 49,800 SH Put SOLE   49,800 0 0
Market Vectors - Gold Miners E GOLD MINERS ETF 92189F106 703 30,529 SH   SOLE   30,529 0 0
Market Vectors - Gold Miners E GOLD MINERS ETF 92189F106 16,690 724,400 SH Call SOLE   724,400 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103 8,299 32,200 SH Put SOLE   32,200 0 0
Atlas Corp SHS Y0436Q109 1,451 188,699 SH   SOLE   188,699 0 0
Barrick Gold Corp COM 067901108 8,422 459,736 SH   SOLE   459,736 0 0
Tsakos Energy Navigation Ltd SHS G9108L108 1,223 375,175 SH   SOLE   375,175 0 0