The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AIR PRODS & CHEMS INC | COM | 009158106 | BBG000BC4LR0 | 17,004,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | BBG001LYYYZ9 | 11,472,400 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S4MT03 | 14,067,450 | 107,500 | SH | SOLE | 107,500 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG000D2ZX90 | 17,503,200 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | BBG00ZF0FGT2 | 10,798,500 | 3,450,000 | SH | SOLE | 3,450,000 | 0 | 0 | ||
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | BBG0068KVVG3 | 5,143,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | BBG002S8JL91 | 25,135,460 | 406,000 | SH | SOLE | 406,000 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG000DQLWT2 | 16,251,200 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HT52 | 16,596,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | BBG000BFYCD5 | 9,775,119,940 | 248,414,738 | SH | SOLE | 248,414,738 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | BBG000BFTG15 | 10,641,600 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| GALIANO GOLD INC | COM | 36352H100 | BBG000C8FQG7 | 978,419 | 1,640,000 | SH | SOLE | 1,640,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | BBG0014WFHK6 | 6,594,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | BBG000D2ZX90 | 32,868,000 | 8,300,000 | SH | SOLE | 8,300,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | BBG000D2ZX90 | 9,504,000 | 2,400,000 | SH | Call | SOLE | 2,400,000 | 0 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG000QW7X64 | 14,143,850 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | BBG000BLKM81 | 14,595,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | BBG000BXQ1T2 | 17,712,000 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | BBG000WCFWH2 | 20,834,000 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG002GPKKZ7 | 16,811,760 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | BBG000BQQ4P5 | 8,110,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | BBG000BQLY10 | 10,856,800 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | ||
| PERPETUA RESOURCES CORP | COM | 714266103 | BBG0024TXNM6 | 278,257 | 85,355 | SH | SOLE | 85,355 | 0 | 0 | ||
| VISTA GOLD CORP | COM NEW | 927926303 | BBG000F2BGL7 | 1,472,413 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | BBG000BWNQ67 | 5,475,600 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||