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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   23,018 170,000 SH   SOLE   170,000 0 0
ADIENT PLC ORD SHS G0084W101   6,703 140,000 SH   SOLE   140,000 0 0
AIR PRODS & CHEMS INC COM 009158106   21,298 70,000 SH   SOLE   70,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   7,812 1,014,364 SH   SOLE   1,014,364 0 0
ALPHABET INC CAP STK CL A 02079K305   15,934 5,500 SH   SOLE   5,500 0 0
ARDAGH METAL PACKAGING S.A. SHS L02235106   31,379 3,475,000 SH   SOLE   3,475,000 0 0
ASGN INC COM 00191U102   279 2,261 SH   SOLE   2,261 0 0
AZEK CO INC CL A 05478C105   203 4,381 SH   SOLE   4,381 0 0
B2GOLD CORP COM 11777Q209   2,734 693,527 SH   SOLE   693,527 0 0
BERRY GLOBAL GROUP INC COM 08579W103   26,998 365,931 SH   SOLE   365,931 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   22,134 355,000 SH   SOLE   355,000 0 0
CAREMAX INC COM CL A 14171W103   4,416 575,000 SH   SOLE   575,000 0 0
CHART INDS INC COM 16115Q308   306 1,921 SH   SOLE   1,921 0 0
CIGNA CORP NEW COM 125523100   29,852 130,000 SH   SOLE   130,000 0 0
CME GROUP INC COM 12572Q105   10,281 45,000 SH   SOLE   45,000 0 0
CNA FINL CORP COM 126117100   10,720,882 243,214,203 SH   SOLE   243,214,203 0 0
COMCAST CORP NEW CL A 20030N101   14,596 290,000 SH   SOLE   290,000 0 0
COSTAR GROUP INC COM 22160N109   9,484 120,000 SH   SOLE   120,000 0 0
CVS HEALTH CORP COM 126650100   17,021 165,000 SH   SOLE   165,000 0 0
DESCARTES SYS GROUP INC COM 249906108   6,614 80,000 SH   SOLE   80,000 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102   250 7,424 SH   SOLE   7,424 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106   25,613 1,250,000 SH   SOLE   1,250,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103   131 11,623 SH   SOLE   11,623 0 0
ENDAVA PLC ADS 29260V105   200 1,192 SH   SOLE   1,192 0 0
FACEBOOK INC CL A 30303M102   19,676 58,500 SH   SOLE   58,500 0 0
FISERV INC COM 337738108   20,758 200,000 SH   SOLE   200,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   370 2,844 SH   SOLE   2,844 0 0
GALIANO GOLD INC COM 36352H100   2,325 3,228,506 SH   SOLE   3,228,506 0 0
GARTNER INC COM 366651107   442 1,321 SH   SOLE   1,321 0 0
GENERAL ELECTRIC CO COM NEW 369604301   35,426 375,000 SH   SOLE   375,000 0 0
GENERAL MTRS CO COM 37045V100   18,175 310,000 SH   SOLE   310,000 0 0
GLOBAL PMTS INC COM 37940X102   16,222 120,000 SH   SOLE   120,000 0 0
GOLD STD VENTURES CO COM 380738104   3,102 6,998,336 SH   SOLE   6,998,336 0 0
HOULIHAN LOKEY INC CL A 441593100   207 2,000 SH   SOLE   2,000 0 0
ICON PLC SHS G4705A100   334 1,078 SH   SOLE   1,078 0 0
INARI MED INC COM 45332Y109   233 2,552 SH   SOLE   2,552 0 0
INGREDION INC COM 457187102   14,496 150,000 SH   SOLE   150,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101   315 2,252 SH   SOLE   2,252 0 0
JACOBS ENGR GROUP INC COM 469814107   8,354 60,000 SH   SOLE   60,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104   255 1,660 SH   SOLE   1,660 0 0
JPMORGAN CHASE & CO COM 46625H100   7,126 45,000 SH   SOLE   45,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   9,809 47,500 SH   SOLE   47,500 0 0
KINSALE CAP GROUP IN COM 49714P108   203 855 SH   SOLE   855 0 0
LYONDELLBASELL INDUSTRIES SHS - A - N53745100   8,762 95,000 SH   SOLE   95,000 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101   5,658 461,782 SH   SOLE   461,782 0 0
PERPETUA RESOURCES CORP COM 714266103   5,171 1,083,496 SH   SOLE   1,083,496 0 0
PFIZER INC COM 717081103   14,763 250,000 SH   SOLE   250,000 0 0
PLANET FITNESS INC CL A 72703H101   205 2,266 SH   SOLE   2,266 0 0
PROGRESSIVE CORP COM 743315103   9,239 90,000 SH   SOLE   90,000 0 0
RED ROCK RESORTS INC CL A 75700L108   210 3,812 SH   SOLE   3,812 0 0
SCIENCE APPLICATIONS COM 808625107   7,523 90,000 SH   SOLE   90,000 0 0
SILVERCREST METALS INC COM 828363101   2,000 252,736 SH   SOLE   252,736 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   411 1,698 SH   SOLE   1,698 0 0
SMARTRENT INC COM CL A 83193G107   103 10,609 SH   SOLE   10,609 0 0
SPROTT INC COM NEW 852066208   4,111 90,993 SH   SOLE   90,993 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   13,117 160,000 SH   SOLE   160,000 0 0
SSR MNG INC COM 784730103   2,030 114,689 SH   SOLE   114,689 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   12,233 28,000 SH   SOLE   28,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   8,008 250,000 SH   SOLE   250,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   253 10,152 SH   SOLE   10,152 0 0
VISTA GOLD CORP COM NEW 927926303   2,429 3,424,217 SH   SOLE   3,424,217 0 0
WABTEC COM 929740108   1,484 16,113 SH   SOLE   16,113 0 0
WELLS FARGO CO NEW COM 949746101   19,192 400,000 SH   SOLE   400,000 0 0
WESTERN DIGITAL CORP COM 958102105   19,563 300,000 SH   SOLE   300,000 0 0