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 5,740 250,000 SH   SOLE   250,000 0 0
AERIE PHARMACEUTICAL COM 00771V108 398 20,695 SH   SOLE   20,695 0 0
ALAMOS GOLD INC NEW COM 011532108 6,604 1,135,516 SH   SOLE   1,135,516 0 0
ALIO GOLD INC COM 01627X108 81 130,891 SH   SOLE   130,891 0 0
ALPHABET INC COM 02079K305 11,719 9,597 SH   SOLE   9,597 0 0
ALPHABET INC COM 02079K107 610 500 SH   SOLE   500 0 0
AMERICAN INTL GROUP COM 026874784 292 5,237 SH   SOLE   5,237 0 0
ANALOG DEVICES INC COM 032654105 508 4,550 SH   SOLE   4,550 0 0
ANTHEM INC COM 036752103 415 1,727 SH   SOLE   1,727 0 0
APPLE INC COM 037833100 358 1,600 SH   SOLE   1,600 0 0
ARCHER DANIELS MIDLA COM 039483102 238 5,800 SH   SOLE   5,800 0 0
ASANKO GOLD INC COM 04341Y105 3,000 3,228,506 SH   SOLE   3,228,506 0 0
AVAYA HLDGS CORP COM 05351X101 7,161 700,000 SH   SOLE   700,000 0 0
AVNET INC COM 053807103 275 6,175 SH   SOLE   6,175 0 0
AXA EQUITABLE HLDGS COM 054561105 229 10,341 SH   SOLE   10,341 0 0
AXIS CAPITAL HOLDING COM G0692U109 217 3,248 SH   SOLE   3,248 0 0
BANK AMER CORP COM 060505104 9,556 327,581 SH   SOLE   327,581 0 0
BARRICK GOLD CORPORA COM 067901108 16,565 955,845 SH   SOLE   955,845 0 0
BERKSHIRE HATHAWAY I COM 084670702 260 1,250 SH   SOLE   1,250 0 0
BERRY GLOBAL GROUP I COM 08579W103 11,977 305,000 SH   SOLE   305,000 0 0
BLACKSTONE GROUP INC COM 09260D107 493 10,100 SH   SOLE   10,100 0 0
BOEING CO COM 097023105 304 800 SH   SOLE   800 0 0
BRIGHTHOUSE FINL INC COM 10922N953 4,047 100,000 SH Put SOLE   100,000 0 0
BRISTOL MYERS SQUIBB COM 110122108 23,327 460,000 SH   SOLE   460,000 0 0
BROOKDALE SR LIVING COM 112463104 101 13,377 SH   SOLE   13,377 0 0
CAPITAL ONE FINL COR COM 14040H105 290 3,191 SH   SOLE   3,191 0 0
CENOVUS ENERGY INC COM 15135U109 138 14,675 SH   SOLE   14,675 0 0
CHESAPEAKE ENERGY CO COM 165167107 40 28,114 SH   SOLE   28,114 0 0
CIGNA CORP NEW COM 125523100 19,186 126,400 SH   SOLE   126,400 0 0
CISCO SYS INC COM 17275R102 10,129 205,000 SH   SOLE   205,000 0 0
CITIGROUP INC COM 172967424 2,640 38,216 SH   SOLE   38,216 0 0
CITIGROUP INC COM 172967954 5,526 80,000 SH Put SOLE   80,000 0 0
CNA FINL CORP COM 126117100 11,950,501 242,649,773 SH   SOLE   242,649,773 0 0
COGNIZANT TECHNOLOGY COM 192446102 241 3,993 SH   SOLE   3,993 0 0
COMCAST CORP NEW COM 20030N101 20,737 460,000 SH   SOLE   460,000 0 0
COOPER STD HLDGS INC COM 21676P103 256 6,252 SH   SOLE   6,252 0 0
CORNING INC COM 219350105 217 7,625 SH   SOLE   7,625 0 0
COVANTA HLDG CORP COM 22282E102 794 45,896 SH   SOLE   45,896 0 0
CSX CORP COM 126408103 537 7,750 SH   SOLE   7,750 0 0
CUMULUS MEDIA INC COM 231082801 4,643 319,300 SH   SOLE   319,300 0 0
CVS HEALTH CORP COM 126650100 4,415 70,000 SH   SOLE   70,000 0 0
D R HORTON INC COM 23331A109 264 5,000 SH   SOLE   5,000 0 0
DELTA AIR LINES INC COM 247361702 640 11,110 SH   SOLE   11,110 0 0
DIAMOND OFFSHORE DRI COM 25271C102 406,542 73,119,047 SH   SOLE   73,119,047 0 0
DISNEY WALT CO COM 254687106 806 6,184 SH   SOLE   6,184 0 0
DUPONT DE NEMOURS IN COM 26614N102 10,222 143,346 SH   SOLE   143,346 0 0
ELDORADO GOLD CORP N COM 284902509 1,228 158,399 SH   SOLE   158,399 0 0
EOG RES INC COM 26875P101 219 2,950 SH   SOLE   2,950 0 0
FLEX LTD COM Y2573F102 5,233 500,000 SH   SOLE   500,000 0 0
FORD MTR CO DEL COM 345370860 198 21,593 SH   SOLE   21,593 0 0
FUELCELL ENERGY INC COM 35952H601 6 19,808 SH   SOLE   19,808 0 0
GENERAL ELECTRIC CO COM 369604103 26,820 3,000,000 SH   SOLE   3,000,000 0 0
GENERAL MTRS CO COM 37045V100 8,697 232,055 SH   SOLE   232,055 0 0
GENERAL MTRS CO COM 37045V950 3,748 100,000 SH Put SOLE   100,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G954 12,434 60,000 SH Put SOLE   60,000 0 0
HALLIBURTON CO COM 406216101 234 12,395 SH   SOLE   12,395 0 0
HCA HEALTHCARE INC COM 40412C101 11,440 95,000 SH   SOLE   95,000 0 0
HCA HEALTHCARE INC COM 40412C951 9,634 80,000 SH Put SOLE   80,000 0 0
HERTZ GLOBAL HLDGS I COM 42806J106 12,033 869,466 SH   SOLE   869,466 0 0
HESS CORP COM 42809H107 448 7,400 SH   SOLE   7,400 0 0
HEWLETT PACKARD ENTE COM 42824C109 209 13,752 SH   SOLE   13,752 0 0
IAMGOLD CORP COM 450913108 2,372 694,759 SH   SOLE   694,759 0 0
IHEARTMEDIA INC COM 45174J509 10,875 725,000 SH   SOLE   725,000 0 0
INFINERA CORPORATION COM 45667G103 2,344 430,000 SH   SOLE   430,000 0 0
INGREDION INC COM 457187102 4,283 52,395 SH   SOLE   52,395 0 0
INTL PAPER CO COM 460146953 2,509 60,000 SH Put SOLE   60,000 0 0
JACOBS ENGR GROUP IN COM 469814107 7,778 85,000 SH   SOLE   85,000 0 0
JELD-WEN HLDG INC COM 47580P103 265 13,740 SH   SOLE   13,740 0 0
JPMORGAN CHASE & CO COM 46625H100 13,887 117,995 SH   SOLE   117,995 0 0
KBR INC COM 48242W106 204 8,320 SH   SOLE   8,320 0 0
KINDER MORGAN INC DE COM 49456B101 20,610 1,000,000 SH   SOLE   1,000,000 0 0
L3HARRIS TECHNOLOGIE COM 502431109 250 1,200 SH   SOLE   1,200 0 0
LAUREATE EDUCATION I COM 518613203 6,216 375,000 SH   SOLE   375,000 0 0
LEAR CORP COM 521865204 253 2,145 SH   SOLE   2,145 0 0
LENNAR CORP COM 526057104 310 5,556 SH   SOLE   5,556 0 0
LENNAR CORP COM 526057954 4,468 80,000 SH Put SOLE   80,000 0 0
LINCOLN NATL CORP IN COM 534187109 238 3,950 SH   SOLE   3,950 0 0
LKQ CORP COM 501889208 13,838 440,000 SH   SOLE   440,000 0 0
LYONDELLBASELL INDUS COM N53745100 19,334 216,100 SH   SOLE   216,100 0 0
MARATHON PETE CORP COM 56585A102 23,996 395,000 SH   SOLE   395,000 0 0
MARATHON PETE CORP COM 56585A952 2,430 40,000 SH Put SOLE   40,000 0 0
MCKESSON CORP COM 58155Q103 306 2,242 SH   SOLE   2,242 0 0
MEDTRONIC PLC COM G5960L953 8,690 80,000 SH Put SOLE   80,000 0 0
METLIFE INC COM 59156R108 213 4,513 SH   SOLE   4,513 0 0
MICROSOFT CORP COM 594918104 14,334 103,100 SH   SOLE   103,100 0 0
MICROSOFT CORP COM 594918954 13,903 100,000 SH Put SOLE   100,000 0 0
MORGAN STANLEY COM 617446448 210 4,919 SH   SOLE   4,919 0 0
MOTOROLA SOLUTIONS I COM 620076307 298 1,750 SH   SOLE   1,750 0 0
NATIONAL OILWELL VAR COM 637071101 252 11,872 SH   SOLE   11,872 0 0
NEWELL BRANDS INC COM 651229106 230 12,301 SH   SOLE   12,301 0 0
NEWMONT GOLDCORP COR COM 651639106 1,244 32,800 SH   SOLE   32,800 0 0
NOVAGOLD RES INC COM 66987E206 199 32,832 SH   SOLE   32,832 0 0
OCCIDENTAL PETE CORP COM 674599105 452 10,155 SH   SOLE   10,155 0 0
ORACLE CORP COM 68389X105 470 8,537 SH   SOLE   8,537 0 0
PFIZER INC COM 717081103 509 14,158 SH   SOLE   14,158 0 0
PITNEY BOWES INC COM 724479100 129 28,258 SH   SOLE   28,258 0 0
PROCTER & GAMBLE CO COM 742718109 1,244 10,000 SH   SOLE   10,000 0 0
PVH CORP COM 693656100 253 2,866 SH   SOLE   2,866 0 0
RYDER SYS INC COM 783549108 242 4,673 SH   SOLE   4,673 0 0
SCHLUMBERGER LTD COM 806857958 3,417 100,000 SH Put SOLE   100,000 0 0
SPDR S&P 500 ETF TR COM 78462F103 13,058 44,000 SH   SOLE   44,000 0 0
SSR MNG INC COM 784730103 2,327 160,259 SH   SOLE   160,259 0 0
T MOBILE US INC COM 872590104 289 3,663 SH   SOLE   3,663 0 0
TEEKAY TANKERS LTD COM Y8565N102 19 14,613 SH   SOLE   14,613 0 0
UNION PACIFIC CORP COM 907818108 259 1,600 SH   SOLE   1,600 0 0
UNITED TECHNOLOGIES COM 913017109 239 1,750 SH   SOLE   1,750 0 0
US FOODS HLDG CORP COM 912008109 11,303 275,000 SH   SOLE   275,000 0 0
VERIZON COMMUNICATIO COM 92343V104 302 5,005 SH   SOLE   5,005 0 0
VISTA GOLD CORP COM 927926303 2,433 3,203,217 SH   SOLE   3,203,217 0 0
VISTRA ENERGY CORP COM 92840M102 287 10,750 SH   SOLE   10,750 0 0
VORNADO RLTY TR COM 929042109 383 6,012 SH   SOLE   6,012 0 0
WABTEC CORP COM 929740108 1,593 22,174 SH   SOLE   22,174 0 0
WELLS FARGO CO NEW COM 949746101 237 4,699 SH   SOLE   4,699 0 0
WESTERN DIGITAL CORP COM 958102105 17,892 300,000 SH   SOLE   300,000 0 0
XEROX HOLDINGS CORP COM 98421M106 251 8,390 SH   SOLE   8,390 0 0