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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCADIUM LITHIUM PLC COM SHS G0508H110   2,565,000 900,000 SH   SOLE   900,000 0 0
BAYTEX ENERGY CORP COM 07317Q105   5,099,181 1,716,896 SH   SOLE   1,716,896 0 0
CAMECO CORP COM 13321L108   31,470,162 658,923 SH   SOLE   658,923 0 0
CANADIAN NAT RES LTD COM 136385101   5,977,800 180,000 SH   SOLE   180,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   4,606,000 56,000 SH   SOLE   56,000 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   3,906,900 30,000 SH   SOLE   30,000 0 0
COMSTOCK RES INC COM 205768302   5,073,065 455,801 SH   SOLE   455,801 0 0
DENISON MINES CORP COM 248356107   6,698,096 3,660,162 SH   SOLE   3,660,162 0 0
ENCORE ENERGY CORP COM NEW 29259W700   10,036,168 2,484,200 SH   SOLE   2,484,200 0 0
ENERGY FUELS INC COM NEW 292671708   4,392,000 800,000 SH   SOLE   800,000 0 0
FRONTLINE PLC COM M46528101   2,285,000 100,000 SH   SOLE   100,000 0 0
LITHIUM AMERICAS ARGENTINA C COM SHS 53681K100   2,934,000 900,000 SH   SOLE   900,000 0 0
MOSAIC CO NEW COM 61945C103   9,640,800 360,000 SH   SOLE   360,000 0 0
NEXGEN ENERGY LTD COM 65340P106   19,538,328 2,992,087 SH   SOLE   2,992,087 0 0
NEXGEN ENERGY LTD COM 65340P106   13,060,000 2,000,000 SH Put SOLE   2,000,000 0 0
RANGE RES CORP COM 75281A109   9,535,600 310,000 SH   SOLE   310,000 0 0
SCHLUMBERGER LTD COM STK 806857108   12,794,750 305,000 SH   SOLE   305,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   5,858,710 1,425,477 SH   SOLE   1,425,477 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   22,710,600 495,000 SH   SOLE   495,000 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   22,940,000 500,000 SH Put SOLE   500,000 0 0
UR-ENERGY INC COM 91688R108   24,763,136 20,809,358 SH   SOLE   20,809,358 0 0
URANIUM ENERGY CORP COM 916896103   9,677,558 1,558,383 SH   SOLE   1,558,383 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   5,466,720 112,000 SH Call SOLE   112,000 0 0