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
WISDOMTREE TR EUROPE HEDGED EQ 97717X701 34,307 486,000 SH   SOLE   486,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 12,576 265,040 SH   SOLE   265,040 0 0
ISHARES TR MSCI CHINA ETF 46429B671 12,780 199,410 SH   SOLE   199,410 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 11,666 260,000 SH   SOLE   260,000 0 0
CAMECO CORP COM 13321L108 12,371 1,389,981 SH   SOLE   1,389,981 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 2,750 323,511 SH   SOLE   323,511 0 0
ISHARES TR CORE S&P500 ETF 464287200 4,353 13,467 SH   SOLE   13,467 0 0
ISHARES TR MSCI EAFE ETF 464287465 2,504 36,055 SH   SOLE   36,055 0 0
KAYNE ANDERSN MLP MIDS INVT COM 486606106 3,064 219,946 SH   SOLE   219,946 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 1,433 111,701 SH   SOLE   111,701 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 1,478 52,492 SH   SOLE   52,492 0 0
MPLX LP COM UNIT REP LTD 55336V100 1,447 56,846 SH   SOLE   56,846 0 0
TWIST BIOSCIENCE CORP COM 90184D100 3,954 188,282 SH   SOLE   188,282 0 0
CONTANGO OIL & GAS COMPANY COM NEW 21075N204 271 73,910 SH   SOLE   73,910 0 0
DENISON MINES CORP COM 248356107 200 481,870 SH   SOLE   481,870 0 0
ENERGY FUELS INC COM NEW 292671708 173 90,740 SH   SOLE   90,740 0 0
NEXGEN ENERGY LTD COM 65340P106 581 453,730 SH   SOLE   453,730 0 0
UR ENERGY INC COM 91688R108 192 327,035 SH   SOLE   327,035 0 0
GLOBAL X FDS MSCI GREECE ETF 37950E366 2,237 220,826 SH   SOLE   220,826 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,610 54,971 SH   SOLE   54,971 0 0