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 ORD SHS G0084W101 334 6,800 SH   SOLE   6,800 0 0
ALLSTATE CORP COM 020002101 25,937 284,182 SH   SOLE   284,182 0 0
ANALOG DEVICES INC COM 032654105 508 5,300 SH   SOLE   5,300 0 0
ASSURED GUARANTY LTD COM G0585R106 26,397 738,800 SH   SOLE   738,800 0 0
BROADCOM INC COM 11135F101 485 2,000 SH   SOLE   2,000 0 0
CAN-FITE BIOPHARMA LTD SPONSORED ADR 13471N102 940 796,500 SH   SOLE   796,500 0 0
CATERPILLAR INC DEL COM 149123101 516 3,800 SH   SOLE   3,800 0 0
CELGENE CORP COM 151020104 20,991 264,300 SH   SOLE   264,300 0 0
CISCO SYS INC COM 17275R102 431 10,000 SH   SOLE   10,000 0 0
CITIGROUP INC COM NEW 172967424 8,345 124,700 SH   SOLE   124,700 0 0
CVS HEALTH CORP COM 126650100 431 6,700 SH   SOLE   6,700 0 0
ENBRIDGE INC COM 29250N105 1,428 40,000 SH   SOLE   40,000 0 0
ENCANA CORP COM 292505104 27,937 2,142,500 SH   SOLE   2,142,500 0 0
EOG RES INC COM 26875P101 797 6,400 SH   SOLE   6,400 0 0
FORTERRA INC COM 34960W106 4,242 436,005 SH   SOLE   436,005 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 13,397 95,900 SH   SOLE   95,900 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,896 21,700 SH   SOLE   21,700 0 0
MAGNA INTL INC COM 559222401 517 8,894 SH   SOLE   8,894 0 0
MBIA INC COM 55262C100 7,920 876,112 SH   SOLE   876,112 0 0
MCKESSON CORP COM 58155Q103 13,620 102,100 SH   SOLE   102,100 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 6,464 1,405,203 SH   SOLE   1,405,203 0 0
MOLSON COORS BREWING CO CL B 60871R209 469 6,900 SH   SOLE   6,900 0 0
OWENS CORNING NEW COM 690742101 399 6,300 SH   SOLE   6,300 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 453 24,200 SH   SOLE   24,200 0 0
REV GROUP INC COM 749527107 765 45,000 SH   SOLE   45,000 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 8,943 188,600 SH   SOLE   188,600 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 483 5,000 SH   SOLE   5,000 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 13,030 225,500 SH   SOLE   225,500 0 0
WHIRLPOOL CORP COM 963320106 25,921 177,264 SH   SOLE   177,264 0 0