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 COM G0084W101 11,028 732,300 SH   SOLE   732,300 0 0
ADIENT PLC COM G0084W951 904 60,000 SH Put SOLE   60,000 0 0
AERCAP HOLDINGS NV COM N00985106 5,148 130,000 SH   SOLE   130,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T951 2,443 40,000 SH Put SOLE   40,000 0 0
ALAMOS GOLD INC NEW COM 011532108 4,615 1,281,836 SH   SOLE   1,281,836 0 0
ALIO GOLD INC COM 01627X108 110 130,891 SH   SOLE   130,891 0 0
ALPHABET INC COM 02079K305 11,596 11,097 SH   SOLE   11,097 0 0
ALPHABET INC COM 02079K107 570 550 SH   SOLE   550 0 0
AMERICAN AIRLS GROUP COM 02376R102 231 7,200 SH   SOLE   7,200 0 0
AMERICAN INTL GROUP COM 026874784 306 7,757 SH   SOLE   7,757 0 0
AMGEN INC COM 031162100 222 1,139 SH   SOLE   1,139 0 0
ANALOG DEVICES INC COM 032654105 472 5,500 SH   SOLE   5,500 0 0
ANTHEM INC COM 036752103 552 2,100 SH   SOLE   2,100 0 0
ASANKO GOLD INC COM 04341Y105 1,581 2,478,379 SH   SOLE   2,478,379 0 0
ATHENE HLDG LTD COM G0684D107 211 5,300 SH   SOLE   5,300 0 0
AUTOMATIC DATA PROCESSING IN COM 053015953 5,245 40,000 SH Put SOLE   40,000 0 0
AVAYA HLDGS CORP COM 05351X101 6,916 475,000 SH   SOLE   475,000 0 0
AVNET INC COM 053807103 298 8,268 SH   SOLE   8,268 0 0
AXALTA COATING SYS L COM G0750C108 8,712 372,000 SH   SOLE   372,000 0 0
AXIS CAPITAL HOLDING COM G0692U109 250 4,843 SH   SOLE   4,843 0 0
BANK AMER CORP COM 060505104 259 10,528 SH   SOLE   10,528 0 0
BARRICK GOLD CORP COM 067901108 12,430 918,005 SH   SOLE   918,005 0 0
BARRICK GOLD CORP COM 067901908 1,354 100,000 SH Call SOLE   100,000 0 0
BARRICK GOLD CORP COM 067901958 2,708 200,000 SH Put SOLE   200,000 0 0
BRIGHTHOUSE FINL INC COM 10922N953 3,048 100,000 SH Put SOLE   100,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122958 3,119 60,000 SH Put SOLE   60,000 0 0
BROOKDALE SR LIVING COM 112463104 90 13,377 SH   SOLE   13,377 0 0
CAPITAL ONE FINL COR COM 14040H105 255 3,370 SH   SOLE   3,370 0 0
CENOVUS ENERGY INC COM 15135U109 150 21,382 SH   SOLE   21,382 0 0
CHESAPEAKE ENERGY CO COM 165167107 59 27,950 SH   SOLE   27,950 0 0
CIGNA ORD COM 125523100 25,744 135,550 SH   SOLE   135,550 0 0
CISCO SYS INC COM 17275R102 20,538 474,000 SH   SOLE   474,000 0 0
CITIGROUP INC COM 172967424 2,113 40,584 SH   SOLE   40,584 0 0
CITIGROUP INC COM 172967954 4,165 80,000 SH Put SOLE   80,000 0 0
CNA FINL CORP COM 126117100 10,712,987 242,649,773 SH   SOLE   242,649,773 0 0
CNO FINL GROUP INC COM 12621E103 151 10,125 SH   SOLE   10,125 0 0
COGNIZANT TECHNOLOGY COM 192446102 299 4,706 SH   SOLE   4,706 0 0
COLFAX CORP COM 194014106 6,061 290,000 SH   SOLE   290,000 0 0
COMCAST CORP NEW COM 20030N101 21,792 640,000 SH   SOLE   640,000 0 0
COMTECH TELECOMMUNIC COM 205826209 408 16,776 SH   SOLE   16,776 0 0
COOPER STD HLDGS INC COM 21676P103 336 5,402 SH   SOLE   5,402 0 0
CORNING INC COM 219350105 388 12,835 SH   SOLE   12,835 0 0
COVANTA HLDG CORP COM 22282E102 673 50,182 SH   SOLE   50,182 0 0
CSX CORP COM 126408103 702 11,300 SH   SOLE   11,300 0 0
CVS HEALTH CORP COM 126650100 283 4,320 SH   SOLE   4,320 0 0
D R HORTON INC COM 23331A959 3,466 100,000 SH Put SOLE   100,000 0 0
DELTA AIR LINES INC COM 247361702 594 11,910 SH   SOLE   11,910 0 0
DIAMOND OFFSHORE DRI COM 25271C102 690,244 73,119,047 SH   SOLE   73,119,047 0 0
DISH NETWORK CORP COM 25470M109 250 10,000 SH   SOLE   10,000 0 0
DOWDUPONT INC COM 26078J100 20,856 389,985 SH   SOLE   389,985 0 0
DOWDUPONT INC COM 26078J950 5,348 100,000 SH Put SOLE   100,000 0 0
EDISON INTL COM 281020107 232 4,090 SH   SOLE   4,090 0 0
ELDORADO GOLD ORD COM 284902509 290 98,701 SH   SOLE   98,701 0 0
EOG RES INC COM 26875P101 279 3,200 SH   SOLE   3,200 0 0
EXXON MOBIL CORP COM 30231G952 5,455 80,000 SH Put SOLE   80,000 0 0
EZCORP INC COM 302301106 104 13,509 SH   SOLE   13,509 0 0
FEDEX CORP COM 31428X106 444 2,750 SH   SOLE   2,750 0 0
FIRST CTZNS BANCSHAR COM 31946M103 239 634 SH   SOLE   634 0 0
FIRST HORIZON NATL C COM 320517105 226 17,173 SH   SOLE   17,173 0 0
FLEX LTD COM Y2573F102 8,873 1,166,000 SH   SOLE   1,166,000 0 0
FORD MTR CO DEL COM 345370860 285 37,261 SH   SOLE   37,261 0 0
FUELCELL ENERGY INC COM 35952H502 37 67,825 SH   SOLE   67,825 0 0
GENERAL ELECTRIC CO COM 369604103 22,710 3,000,000 SH   SOLE   3,000,000 0 0
GENERAL MTRS CO COM 37045V100 12,813 383,055 SH   SOLE   383,055 0 0
GENERAL MTRS CO COM 37045V950 6,690 200,000 SH Put SOLE   200,000 0 0
GOLDCORP INC NEW COM 380956409 980 100,000 SH   SOLE   100,000 0 0
GOLDMAN SACHS GROUP COM 38141G104 365 2,183 SH   SOLE   2,183 0 0
GOLDMAN SACHS GROUP INC COM 38141G954 10,023 60,000 SH Put SOLE   60,000 0 0
GOVERNMENT PPTYS INC COM 38376A103 93 13,590 SH   SOLE   13,590 0 0
HAYMAKER ACQUISITION COM 420870206 10,550 1,000,000 SH   SOLE   1,000,000 0 0
HCA HEALTHCARE INC COM 40412C101 10,952 88,000 SH   SOLE   88,000 0 0
HCA HEALTHCARE INC COM 40412C951 9,956 80,000 SH Put SOLE   80,000 0 0
HERTZ GLOBAL HLDGS I COM 42806J106 7,030 515,000 SH   SOLE   515,000 0 0
HESS CORP COM 42809H107 463 11,425 SH   SOLE   11,425 0 0
HEWLETT PACKARD ENTE COM 42824C109 6,540 495,112 SH   SOLE   495,112 0 0
HIGHPOINT RES CORP COM 43114K108 65 26,224 SH   SOLE   26,224 0 0
IAMGOLD CORP COM 450913108 2,552 694,759 SH   SOLE   694,759 0 0
INFINERA CORPORATION COM 45667G103 1,716 430,000 SH   SOLE   430,000 0 0
INNOSPEC INC COM 45768S105 208 3,364 SH   SOLE   3,364 0 0
INTL PAPER CO COM 460146103 309 7,655 SH   SOLE   7,655 0 0
INTL PAPER CO COM 460146953 2,422 60,000 SH Put SOLE   60,000 0 0
JELD-WEN HLDG INC COM 47580P103 180 12,699 SH   SOLE   12,699 0 0
JOHNSON & JOHNSON COM 478160954 10,324 80,000 SH Put SOLE   80,000 0 0
JPMORGAN CHASE & CO COM 46625H100 10,269 105,193 SH   SOLE   105,193 0 0
KBR INC COM 48242W106 377 24,808 SH   SOLE   24,808 0 0
KINDER MORGAN INC DE COM 49456B101 17,595 1,144,000 SH   SOLE   1,144,000 0 0
LAUREATE EDUCATION I COM 518613203 6,721 441,000 SH   SOLE   441,000 0 0
LEAR CORP COM 521865204 254 2,066 SH   SOLE   2,066 0 0
LENNAR CORP COM 526057104 239 6,106 SH   SOLE   6,106 0 0
LENNAR CORP COM 526057954 3,132 80,000 SH Put SOLE   80,000 0 0
LINCOLN NATL CORP IN COM 534187109 580 11,300 SH   SOLE   11,300 0 0
LKQ CORP COM 501889208 13,882 585,000 SH   SOLE   585,000 0 0
LYONDELLBASELL INDUS COM N53745100 12,590 151,400 SH   SOLE   151,400 0 0
MAG SILVER CORP COM 55903Q104 1,631 222,362 SH   SOLE   222,362 0 0
MARATHON PETE CORP COM 56585A102 16,700 283,000 SH   SOLE   283,000 0 0
MCKESSON CORP COM 58155Q103 202 1,832 SH   SOLE   1,832 0 0
MEDTRONIC PLC COM G5960L953 7,277 80,000 SH Put SOLE   80,000 0 0
METLIFE INC COM 59156R108 268 6,529 SH   SOLE   6,529 0 0
MICROSOFT CORP COM 594918104 12,717 125,200 SH   SOLE   125,200 0 0
MICROSOFT CORP COM 594918954 10,157 100,000 SH Put SOLE   100,000 0 0
MORGAN STANLEY COM 617446448 224 5,653 SH   SOLE   5,653 0 0
MOTOROLA SOLUTIONS I COM 620076307 219 1,900 SH   SOLE   1,900 0 0
MYERS INDS INC COM 628464109 4,835 320,000 SH   SOLE   320,000 0 0
MYLAN N V COM N59465109 211 7,710 SH   SOLE   7,710 0 0
NETFLIX INC COM 64110L956 8,030 30,000 SH Put SOLE   30,000 0 0
NEWELL BRANDS INC COM 651229106 193 10,370 SH   SOLE   10,370 0 0
NORTHERN TR CORP COM 665859104 669 8,000 SH   SOLE   8,000 0 0
NOVAGOLD RES INC COM 66987E206 237 60,092 SH   SOLE   60,092 0 0
NXP SEMICONDUCTORS N COM N6596X109 290 3,960 SH   SOLE   3,960 0 0
OMNICOM GROUP INC COM 681919106 286 3,900 SH   SOLE   3,900 0 0
ORACLE CORP COM 68389X105 899 19,912 SH   SOLE   19,912 0 0
PFIZER INC COM 717081103 727 16,655 SH   SOLE   16,655 0 0
PITNEY BOWES INC COM 724479100 154 26,060 SH   SOLE   26,060 0 0
PNC FINL SVCS GROUP INC COM 693475955 3,507 30,000 SH Put SOLE   30,000 0 0
PRETIUM RES INC COM 74139C102 4,299 506,659 SH   SOLE   506,659 0 0
PROCTER AND GAMBLE C COM 742718109 919 10,000 SH   SOLE   10,000 0 0
ROYAL DUTCH SHELL PL COM 780259206 218 3,736 SH   SOLE   3,736 0 0
RYDER SYS INC COM 783549108 225 4,668 SH   SOLE   4,668 0 0
SCHLUMBERGER LTD COM 806857958 3,608 100,000 SH Put SOLE   100,000 0 0
SNAP INC COM 83304A106 225 40,900 SH   SOLE   40,900 0 0
SNAP INC COM 83304A956 441 80,000 SH Put SOLE   80,000 0 0
SPDR S&P 500 ETF TR COM 78462F103 32,989 132,000 SH   SOLE   132,000 0 0
SSR MNG INC COM 784730103 3,755 310,547 SH   SOLE   310,547 0 0
STATE STR CORP COM 857477953 3,784 60,000 SH Put SOLE   60,000 0 0
T MOBILE US INC COM 872590104 267 4,200 SH   SOLE   4,200 0 0
TARGET CORP COM 87612E956 6,609 100,000 SH Put SOLE   100,000 0 0
TEAM INC COM 878155AE0 9,941 10,000,000 SH   SOLE   10,000,000 0 0
TEEKAY TANKERS LTD COM Y8565N102 102 109,607 SH   SOLE   109,607 0 0
TETRA TECHNOLOGIES I COM 88162F105 19 11,221 SH   SOLE   11,221 0 0
TRACTOR SUPPLY CO COM 892356956 6,675 80,000 SH Put SOLE   80,000 0 0
TWENTY FIRST CENTY F COM 90130A200 558 11,671 SH   SOLE   11,671 0 0
UBS GROUP AG COM H42097107 132 10,625 SH   SOLE   10,625 0 0
UNITED RENTALS INC COM 911363109 297 2,900 SH   SOLE   2,900 0 0
US FOODS HLDG CORP COM 912008109 14,459 457,000 SH   SOLE   457,000 0 0
VANECK VECTORS ETF TR COM 92189F951 3,026 100,000 SH Put SOLE   100,000 0 0
VANECK VECTORS ETF TR COM 92189F956 3,164 150,000 SH Put SOLE   150,000 0 0
VERISK ANALYTICS INC COM 92345Y106 5,452 50,000 SH   SOLE   50,000 0 0
VERIZON COMMUNICATIO COM 92343V104 392 6,980 SH   SOLE   6,980 0 0
VISTA GOLD CORP COM 927926303 1,682 3,203,217 SH   SOLE   3,203,217 0 0
VORNADO RLTY TR COM 929042109 373 6,012 SH   SOLE   6,012 0 0
VOYA FINL INC COM 929089100 205 5,097 SH   SOLE   5,097 0 0
WELLS FARGO CO NEW COM 949746101 207 4,501 SH   SOLE   4,501 0 0
WELLS FARGO CO NEW COM 949746951 6,451 140,000 SH Put SOLE   140,000 0 0
WESTERN DIGITAL CORP COM 958102105 22,663 613,000 SH   SOLE   613,000 0 0
WILLIS TOWERS WATSON COM G96629103 13,819 91,000 SH   SOLE   91,000 0 0
WPX ENERGY INC COM 98212B103 283 24,900 SH   SOLE   24,900 0 0
XEROX CORP COM 984121608 236 11,967 SH   SOLE   11,967 0 0
ZOETIS INC COM 98978V103 855 10,000 SH   SOLE   10,000 0 0