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
ALLSTATE CORP COM 020002101 20,850 221,382 SH   SOLE   221,382 0 0
ALPHABET INC CAP STK CL A 02079K305 359 305 SH   SOLE   305 0 0
ANALOG DEVICES INC COM 032654105 210 2,000 SH   SOLE   2,000 0 0
ASSURED GUARANTY LTD COM G0585R106 24,465 550,650 SH   SOLE   550,650 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,193 25,000 SH   SOLE   25,000 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 206 10,000 SH   SOLE   10,000 0 0
CAN-FITE BIOPHARMA LTD SPONSORED ADR 13471N102 471 538,600 SH   SOLE   538,600 0 0
CATERPILLAR INC DEL COM 149123101 332 2,450 SH   SOLE   2,450 0 0
CELGENE CORP COM 151020104 18,443 195,500 SH   SOLE   195,500 0 0
CISCO SYS INC COM 17275R102 243 4,500 SH   SOLE   4,500 0 0
CROWN HOLDINGS INC COM 228368106 273 5,000 SH   SOLE   5,000 0 0
CVS HEALTH CORP COM 126650100 254 4,700 SH   SOLE   4,700 0 0
DISNEY WALT CO COM DISNEY 254687106 388 3,500 SH   SOLE   3,500 0 0
EOG RES INC COM 26875P101 609 6,400 SH   SOLE   6,400 0 0
FACEBOOK INC CL A 30303M102 9,635 57,800 SH   SOLE   57,800 0 0
FORTERRA INC COM 34960W106 1,018 241,149 SH   SOLE   241,149 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 339 2,400 SH   SOLE   2,400 0 0
JOHNSON & JOHNSON COM 478160104 238 1,700 SH   SOLE   1,700 0 0
JPMORGAN CHASE & CO COM 46625H100 445 4,400 SH   SOLE   4,400 0 0
KROGER CO COM 501044101 268 10,900 SH   SOLE   10,900 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,973 12,900 SH   SOLE   12,900 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 9,005 2,228,512 SH   SOLE   2,228,512 0 0
MBIA INC COM 55262C100 6,461 678,712 SH   SOLE   678,712 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 580 257,631 SH   SOLE   257,631 0 0
MICROSOFT CORP COM 594918104 330 2,800 SH   SOLE   2,800 0 0
OWENS CORNING NEW COM 690742101 3,105 65,900 SH   SOLE   65,900 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,499 21,800 SH   SOLE   21,800 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 346 4,200 SH   SOLE   4,200 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 16,221 298,900 SH   SOLE   298,900 0 0
WEYERHAEUSER CO COM 962166104 14,064 533,940 SH   SOLE   533,940 0 0
WHIRLPOOL CORP COM 963320106 18,726 140,909 SH   SOLE   140,909 0 0