Instuitional Investor - Lloyd Harbor Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nexgen Energy Ltd.	NXE	4,212,817	$18,915,548	13.86%
2.	Cameco Corp	CCJ	442,461	$18,211,695	13.34%
3.	Uranium Energy Corp	UEC	2,400,000	$11,472,000	8.41%
4.	Suncor Energy Inc New	SU	235,000	$9,099,200	6.67%
5.	Denison Mines Corp	DNN	6,410,162	$8,333,211	6.11%