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 ORD SHS G0084W101 337 5,500 SH   SOLE   5,500 0 0
ALLSTATE CORP COM 020002101 27,145 277,500 SH   SOLE   277,500 0 0
ANALOG DEVICES INC COM 032654105 742 8,500 SH   SOLE   8,500 0 0
ASSURED GUARANTY LTD COM G0585R106 27,740 764,400 SH   SOLE   764,400 0 0
BROADCOM LTD SHS Y09827109 573 2,500 SH   SOLE   2,500 0 0
CAN-FITE BIOPHARMA LTD SPONSORED ADR 13471N102 1,060 796,500 SH   SOLE   796,500 0 0
CATERPILLAR INC DEL COM 149123101 693 4,800 SH   SOLE   4,800 0 0
CELGENE CORP COM 151020104 23,020 264,300 SH   SOLE   264,300 0 0
CISCO SYS INC COM 17275R102 416 9,400 SH   SOLE   9,400 0 0
CITIGROUP INC COM NEW 172967424 8,514 124,700 SH   SOLE   124,700 0 0
CVS HEALTH CORP COM 126650100 538 7,700 SH   SOLE   7,700 0 0
ENBRIDGE INC COM 29250N105 2,273 75,000 SH   SOLE   75,000 0 0
ENCANA CORP COM 292505104 29,756 2,388,700 SH   SOLE   2,388,700 0 0
EOG RES INC COM 26875P101 756 6,400 SH   SOLE   6,400 0 0
FORTERRA INC COM 34960W106 3,253 443,176 SH   SOLE   443,176 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 16,801 115,900 SH   SOLE   115,900 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,705 21,700 SH   SOLE   21,700 0 0
MAGNA INTL INC COM 559222401 525 8,894 SH   SOLE   8,894 0 0
MBIA INC COM 55262C100 8,108 951,739 SH   SOLE   951,739 0 0
MCKESSON CORP COM 58155Q103 11,919 76,300 SH   SOLE   76,300 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 6,391 846,565 SH   SOLE   846,565 0 0
MOLSON COORS BREWING CO CL B 60871R209 562 7,900 SH   SOLE   7,900 0 0
OWENS CORNING NEW COM 690742101 413 6,300 SH   SOLE   6,300 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 604 33,200 SH   SOLE   33,200 0 0
QUALCOMM INC COM 747525103 16 300 SH   SOLE   300 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 8,905 188,600 SH   SOLE   188,600 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 368 3,400 SH   SOLE   3,400 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 520 6,000 SH   SOLE   6,000 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 18,286 325,500 SH   SOLE   325,500 0 0
WHIRLPOOL CORP COM 963320106 29,017 187,264 SH   SOLE   187,264 0 0