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
ADIENT PLC Common G0084W101 16,971 345,000 SH   SOLE   345,000 0 0
ADIENT PLC Common G0084W951 2,951 60,000 SH Put SOLE   60,000 0 0
AERCAP HOLDINGS NV Common N00985106 16,245 300,000 SH   SOLE   300,000 0 0
AETNA INC Common 00817Y108 17,377 94,700 SH   SOLE   94,700 0 0
AKAMAI TECHNOLOGIES INC Common 00971T951 2,929 40,000 SH Put SOLE   40,000 0 0
ALAMOS GOLD INC-CLASS A Common 011532108 6,870 1,204,541 SH   SOLE   1,204,541 0 0
ALIO GOLD INC Common 01627X108 190 130,891 SH   SOLE   130,891 0 0
ALPHABET INC-CL A Common 02079K305 4,626 4,097 SH   SOLE   4,097 0 0
ALPHABET INC-CL C Common 02079K107 614 550 SH   SOLE   550 0 0
AMERICAN AIRLINES GROUP INC Common 02376R102 273 7,200 SH   SOLE   7,200 0 0
AMERICAN INTERNATIONAL GROUP Common 026874784 278 5,248 SH   SOLE   5,248 0 0
AMGEN INC Common 031162100 210 1,139 SH   SOLE   1,139 0 0
ANALOG DEVICES INC Common 032654105 528 5,500 SH   SOLE   5,500 0 0
ANTHEM INC Common 036752103 571 2,400 SH   SOLE   2,400 0 0
APTIV PLC Common G6095L959 7,330 80,000 SH Put SOLE   80,000 0 0
ASANKO GOLD INC Common 04341Y105 2,680 2,478,379 SH   SOLE   2,478,379 0 0
ATHENE HOLDING LTD-CLASS A Common G0684D107 263 6,000 SH   SOLE   6,000 0 0
AUTOMATIC DATA PROCESSING Common 053015953 5,366 40,000 SH Put SOLE   40,000 0 0
AVAYA HOLDINGS CORP Common 05351X101 5,823 290,000 SH   SOLE   290,000 0 0
AVNET INC Common 053807103 403 9,401 SH   SOLE   9,401 0 0
AXALTA COATING SYSTEMS LTD Common G0750c108 7,426 245,000 SH   SOLE   245,000 0 0
AXIS CAPITAL HOLDINGS LTD Common G0692U109 252 4,527 SH   SOLE   4,527 0 0
AZZ INC Common 002474104 5,027 115,706 SH   SOLE   115,706 0 0
BANK OF AMERICA CORP Common 060505104 297 10,528 SH   SOLE   10,528 0 0
BARRICK GOLD CORP Common 067901108 12,053 918,005 SH   SOLE   918,005 0 0
BARRICK GOLD CORP Common 067901908 1,313 100,000 SH Call SOLE   100,000 0 0
BARRICK GOLD CORP Common 067901958 2,626 200,000 SH Put SOLE   200,000 0 0
BRIGHTHOUSE FINANCIAL INC Common 10922N953 4,007 100,000 SH Put SOLE   100,000 0 0
BRISTOL-MYERS SQUIBB CO Common 110122958 3,320 60,000 SH Put SOLE   60,000 0 0
BROOKDALE SENIOR LIVING INC Common 112463104 165 18,174 SH   SOLE   18,174 0 0
BWP COMMON UNITS Common 096627104 1,459,311 125,586,133 SH   SOLE   125,586,133 0 0
CAPITAL ONE FINANCIAL CORP Common 14040H105 310 3,370 SH   SOLE   3,370 0 0
CENOVUS ENERGY INC Common 15135U109 222 21,382 SH   SOLE   21,382 0 0
CHESAPEAKE ENERGY CORP Common 165167107 64 12,200 SH   SOLE   12,200 0 0
CIGNA CORP Common 125509109 13,596 80,000 SH   SOLE   80,000 0 0
CISCO SYSTEMS INC Common 17275R102 18,503 430,000 SH   SOLE   430,000 0 0
CITIGROUP INC Common 172967424 1,355 20,251 SH   SOLE   20,251 0 0
CLOUD PEAK ENERGY INC Common 18911Q102 4,188 1,200,000 SH   SOLE   1,200,000 0 0
CNA FINANCIAL CORP Common 126117100 11,084,242 242,649,773 SH   SOLE   242,649,773 0 0
CNO FINANCIAL GROUP INC Common 12621E103 231 12,125 SH   SOLE   12,125 0 0
COGNIZANT TECH SOLUTIONS-A Common 192446102 372 4,706 SH   SOLE   4,706 0 0
COLFAX CORP Common 194014106 9,808 320,000 SH   SOLE   320,000 0 0
COMCAST CORP-CLASS A Common 20030N101 15,809 481,844 SH   SOLE   481,844 0 0
COMSTOCK MINING INC Common 205750201 57 219,356 SH   SOLE   219,356 0 0
COMTECH TELECOMMUNICATIONS Common 205826209 592 18,576 SH   SOLE   18,576 0 0
CORNING INC Common 219350105 353 12,835 SH   SOLE   12,835 0 0
COVANTA HOLDING CORP Common 22282E102 1,165 70,607 SH   SOLE   70,607 0 0
CSX CORP Common 126408103 797 12,500 SH   SOLE   12,500 0 0
DELTA AIR LINES INC Common 247361702 590 11,910 SH   SOLE   11,910 0 0
DIAMOND OFFSHORE DRILLING Common 25271C102 1,525,263 73,119,047 SH   SOLE   73,119,047 0 0
DISH NETWORK CORP-A Common 25470M109 272 8,079 SH   SOLE   8,079 0 0
DOLLAR TREE INC Common 256746108 295 3,476 SH   SOLE   3,476 0 0
DOVER CORP Common 260003108 240 3,274 SH   SOLE   3,274 0 0
DOWDUPONT INC Common 26078J100 10,970 166,415 SH   SOLE   166,415 0 0
DOWDUPONT INC Common 26078J950 6,592 100,000 SH Put SOLE   100,000 0 0
DR HORTON INC Common 23331A109 226 5,500 SH   SOLE   5,500 0 0
DR HORTON INC Common 23331A959 4,100 100,000 SH Put SOLE   100,000 0 0
EATON CORP PLC Common G29183103 419 5,608 SH   SOLE   5,608 0 0
EDISON INTERNATIONAL Common 281020107 301 4,755 SH   SOLE   4,755 0 0
EOG RESOURCES INC Common 26875P101 398 3,200 SH   SOLE   3,200 0 0
EXPRESS SCRIPTS HOLDING CO Common 30219G108 2,316 30,000 SH   SOLE   30,000 0 0
EXXON MOBIL CORP Common 30231G952 6,618 80,000 SH Put SOLE   80,000 0 0
FEDEX CORP Common 31428X106 761 3,350 SH   SOLE   3,350 0 0
FIRST CITIZENS BCSHS -CL A Common 31946M103 256 634 SH   SOLE   634 0 0
FIRST HORIZON NATIONAL CORP Common 320517105 299 16,773 SH   SOLE   16,773 0 0
FORD MOTOR CO Common 345370860 412 37,261 SH   SOLE   37,261 0 0
FRANKLIN RESOURCES INC Common 354613101 208 6,486 SH   SOLE   6,486 0 0
FUELCELL ENERGY INC Common 35952H502 90 67,825 SH   SOLE   67,825 0 0
GENERAL ELECTRIC CO Common 369604103 40,830 3,000,000 SH   SOLE   3,000,000 0 0
GENERAL MOTORS CO. Common 37045V100 13,025 330,582 SH   SOLE   330,582 0 0
GENERAL MOTORS CO. Common 37045V950 7,880 200,000 SH Put SOLE   200,000 0 0
GOLDCORP INC Common 380956409 1,371 100,000 SH   SOLE   100,000 0 0
GOLDMAN SACHS GROUP INC Common 38141G104 482 2,183 SH   SOLE   2,183 0 0
GOVERNMENT PROPERTIES INCOME Common 38376A103 187 11,790 SH   SOLE   11,790 0 0
HAYMAKER ACQUISITION CORP Common 420870206 10,110 1,000,000 SH   SOLE   1,000,000 0 0
HCA HEALTHCARE INC Common 40412C101 17,955 175,000 SH   SOLE   175,000 0 0
HCA HEALTHCARE INC Common 40412C951 8,208 80,000 SH Put SOLE   80,000 0 0
HERTZ GLOBAL HOLDINGS INC Common 42806J106 7,900 515,000 SH   SOLE   515,000 0 0
HESS CORP Common 42809H107 444 6,640 SH   SOLE   6,640 0 0
HEWLETT PACKARD ENTERPRISE Common 42824C109 7,044 482,112 SH   SOLE   482,112 0 0
HIGHPOINT RESOURCES CORP Common 43114K108 111 18,195 SH   SOLE   18,195 0 0
INFINERA CORP Common 45667G103 4,270 430,000 SH   SOLE   430,000 0 0
INNOSPEC INC Common 45768S105 258 3,364 SH   SOLE   3,364 0 0
INTERNATIONAL PAPER CO Common 460146103 233 4,475 SH   SOLE   4,475 0 0
JELD-WEN HOLDING INC Common 47580P103 321 11,222 SH   SOLE   11,222 0 0
JOHNSON & JOHNSON Common 478160954 9,707 80,000 SH Put SOLE   80,000 0 0
JPMORGAN CHASE & CO Common 46625H100 1,062 10,193 SH   SOLE   10,193 0 0
KBR INC Common 48242W106 440 24,572 SH   SOLE   24,572 0 0
KINDER MORGAN INC Common 49456B101 13,253 750,000 SH   SOLE   750,000 0 0
LAUREATE EDUCATION INC-A Common 518613203 5,732 400,000 SH   SOLE   400,000 0 0
LENNAR CORP-A Common 526057104 321 6,106 SH   SOLE   6,106 0 0
LINCOLN NATIONAL CORP Common 534187109 703 11,300 SH   SOLE   11,300 0 0
LKQ CORP Common 501889208 17,545 550,000 SH   SOLE   550,000 0 0
LYONDELLBASELL INDU-CL A Common N53745100 10,370 94,400 SH   SOLE   94,400 0 0
MAG SILVER CORP Common 55903Q104 1,722 159,203 SH   SOLE   159,203 0 0
MARATHON PETROLEUM CORP Common 56585A102 13,330 190,000 SH   SOLE   190,000 0 0
MCKESSON CORP Common 58155Q103 244 1,832 SH   SOLE   1,832 0 0
METLIFE INC Common 59156R108 285 6,529 SH   SOLE   6,529 0 0
MICROSOFT CORP Common 594918104 8,895 90,200 SH   SOLE   90,200 0 0
MORGAN STANLEY Common 617446448 268 5,653 SH   SOLE   5,653 0 0
MTS SYSTEMS CORP Common 553777103 6,040 114,724 SH   SOLE   114,724 0 0
MURPHY OIL CORP Common 626717102 231 6,846 SH   SOLE   6,846 0 0
MYERS INDUSTRIES INC Common 628464109 11,883 618,900 SH   SOLE   618,900 0 0
MYLAN NV Common N59465109 317 8,783 SH   SOLE   8,783 0 0
NETFLIX INC Common 64110L956 11,743 30,000 SH Put SOLE   30,000 0 0
NORTHERN TRUST CORP Common 665859104 1,029 10,000 SH   SOLE   10,000 0 0
NOVAGOLD RESOURCES INC Common 66987E206 201 45,178 SH   SOLE   45,178 0 0
NXP SEMICONDUCTORS NV Common N6596X109 216 1,980 SH   SOLE   1,980 0 0
OMNICOM GROUP Common 681919106 379 4,970 SH   SOLE   4,970 0 0
ORACLE CORP Common 68389X105 921 20,912 SH   SOLE   20,912 0 0
PAN AMERICAN SILVER CORP Common 697900108 242 13,486 SH   SOLE   13,486 0 0
PFIZER INC Common 717081103 806 22,207 SH   SOLE   22,207 0 0
PITNEY BOWES INC Common 724479100 223 26,060 SH   SOLE   26,060 0 0
PNC FINANCIAL SERVICES GROUP Common 693475955 4,053 30,000 SH Put SOLE   30,000 0 0
PRETIUM RESOURCES INC Common 74139C102 6,720 912,540 SH   SOLE   912,540 0 0
REALOGY HOLDINGS CORP Common 75605Y956 2,736 120,000 SH Put SOLE   120,000 0 0
ROYAL DUTCH SHELL-SPON ADR-A Common 780259206 310 4,480 SH   SOLE   4,480 0 0
RYDER SYSTEM INC Common 783549108 275 3,829 SH   SOLE   3,829 0 0
SNAP INC - A Common 83304A956 2,618 200,000 SH Put SOLE   200,000 0 0
SPDR S&P 500 ETF TRUST Common 78462F103 33,639 124,000 SH   SOLE   124,000 0 0
SSR MINING INC Common 784730103 7,942 804,644 SH   SOLE   804,644 0 0
STATE STREET CORP Common 857477953 5,585 60,000 SH Put SOLE   60,000 0 0
TARGET CORP Common 87612E956 7,612 100,000 SH Put SOLE   100,000 0 0
TEAM INC Common 878155100 1,908 82,598 SH   SOLE   82,598 0 0
TEEKAY TANKERS LTD-CLASS A Common Y8565N102 128 109,307 SH   SOLE   109,307 0 0
TEREX CORP Common 880779103 292 6,932 SH   SOLE   6,932 0 0
TETRA TECHNOLOGIES INC Common 88162F105 67 14,991 SH   SOLE   14,991 0 0
TRACTOR SUPPLY COMPANY Common 892356956 6,119 80,000 SH Put SOLE   80,000 0 0
UBS GROUP AG-REG Common H42097107 163 10,625 SH   SOLE   10,625 0 0
UNITED RENTALS INC Common 911363109 561 3,800 SH   SOLE   3,800 0 0
VANECK VECTORS GOLD MINERS E Common 92189F956 3,347 150,000 SH Put SOLE   150,000 0 0
VANECK VECTORS JUNIOR GOLD M Common 92189F951 3,270 100,000 SH Put SOLE   100,000 0 0
VERISK ANALYTICS INC Common 92345Y106 8,611 80,000 SH   SOLE   80,000 0 0
VERIZON COMMUNICATIONS INC Common 92343V104 351 6,980 SH   SOLE   6,980 0 0
VIRTUS INVESTMENT PARTNERS Common 92828Q109 293 2,287 SH   SOLE   2,287 0 0
VISTA GOLD CORP Common 927926303 2,217 3,203,217 SH   SOLE   3,203,217 0 0
VORNADO REALTY TRUST Common 929042109 444 6,012 SH   SOLE   6,012 0 0
VOYA FINANCIAL INC Common 929089100 240 5,097 SH   SOLE   5,097 0 0
WELLS FARGO & CO Common 949746101 250 4,501 SH   SOLE   4,501 0 0
WELLS FARGO & CO Common 949746951 7,762 140,000 SH Put SOLE   140,000 0 0
WESTERN DIGITAL CORP Common 958102105 17,030 220,000 SH   SOLE   220,000 0 0
WILLIS TOWERS WATSON PLC Common G96629103 11,370 75,000 SH   SOLE   75,000 0 0
WPX ENERGY INC Common 98212B103 449 24,900 SH   SOLE   24,900 0 0
XEROX CORP Common 984121608 287 11,967 SH   SOLE   11,967 0 0