Instuitional Investor - Lloyd Harbor Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Global X Fds - GLOBAL X URANIUMPUTPUT		850,000	$40,519,500	15.78%
2.	Nexgen Energy Ltd.	NXE	3,487,817	$31,215,962	12.16%
3.	Sprott Fds Tr		490,000	$29,610,700	11.54%
4.	Ur-Energy Inc	URG	13,050,000	$23,359,500	9.1%
5.	Cameco Corp	CCJ	217,461	$18,236,279	7.1%