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

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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
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQPP1 4,670,310 41,000 SH   SOLE   41,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 BBG000DLVGV4 1,144,542 22,900 SH   SOLE   22,900 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4LR0 20,967,100 70,000 SH   SOLE   70,000 0 0
ALLY FINL INC COM 02005N100 BBG001LYYYZ9 5,402,000 200,000 SH   SOLE   200,000 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S4MT03 14,962,500 125,000 SH   SOLE   125,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106 BBG011Y7QJ21 14,209,850 185,000 SH   SOLE   185,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106 BBG00ZF0FGT2 16,168,000 4,300,000 SH   SOLE   4,300,000 0 0
B2GOLD CORP COM 11777Q209 BBG000TPV3L8 2,473,139 693,527 SH   SOLE   693,527 0 0
BERRY GLOBAL GROUP INC COM 08579W103 BBG002S8JL91 26,765,440 416,000 SH   SOLE   416,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLWT2 13,749,250 215,000 SH   SOLE   215,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG000C3HT52 14,474,200 95,000 SH   SOLE   95,000 0 0
CNA FINL CORP COM 126117100 BBG000BFYCD5 9,421,684,531 243,958,688 SH   SOLE   243,958,688 0 0
COMCAST CORP NEW CL A 20030N101 BBG000BFTG15 9,972,000 240,000 SH   SOLE   240,000 0 0
FERGUSON PLC NEW SHS G3421J106 BBG00P5M4V43 9,438,600 60,000 SH   SOLE   60,000 0 0
GALIANO GOLD INC COM 36352H100 BBG000C8FQG7 1,314,119 2,174,210 SH   SOLE   2,174,210 0 0
GENERAL MTRS CO COM 37045V100 BBG0014WFHK6 7,712,000 200,000 SH   SOLE   200,000 0 0
HANESBRANDS INC COM 410345102 BBG000D2ZX90 19,976,000 4,400,000 SH   SOLE   4,400,000 0 0
HANESBRANDS INC COM 410345102 BBG000D2ZX90 10,896,000 2,400,000 SH Call SOLE   2,400,000 0 0
HCA HEALTHCARE INC COM 40412C101 BBG000QW7X64 17,450,100 57,500 SH   SOLE   57,500 0 0
HUMANA INC COM 444859102 BBG000BLKM81 4,471,300 10,000 SH   SOLE   10,000 0 0
INGREDION INC COM 457187102 BBG000BXQ1T2 19,600,750 185,000 SH   SOLE   185,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG000WCFWH2 19,284,300 210,000 SH   SOLE   210,000 0 0
META PLATFORMS INC CL A 30303M102 BBG002GPKKZ7 17,218,800 60,000 SH   SOLE   60,000 0 0
ORLA MNG LTD NEW COM 68634K106 BBG00FGY2V03 2,284,624 543,872 SH   SOLE   543,872 0 0
PERPETUA RESOURCES CORP COM 714266103 BBG0024TXNM6 1,105,287 301,168 SH   SOLE   301,168 0 0
SPROTT INC COM NEW 852066208 BBG000VGZPZ7 1,827,361 56,393 SH   SOLE   56,393 0 0
UNITEDHEALTH GROUP INC COM 91324P102 BBG000CH53T5 10,333,760 21,500 SH   SOLE   21,500 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 BBG000PLNS80 1,784,018 59,250 SH   SOLE   59,250 0 0
VISTA GOLD CORP COM NEW 927926303 BBG000F2BGL7 1,780,247 3,424,217 SH   SOLE   3,424,217 0 0
WELLS FARGO CO NEW COM 949746101 BBG000BWQHB8 8,536,000 200,000 SH   SOLE   200,000 0 0
WESTERN DIGITAL CORP. COM 958102105 BBG000BWNQ67 4,551,600 120,000 SH   SOLE   120,000 0 0