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 267 6,800 SH   SOLE   6,800 0 0
ALLSTATE CORP COM 020002101 28,049 284,182 SH   SOLE   284,182 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 2,195 89,000 SH   SOLE   89,000 0 0
ASSURED GUARANTY LTD COM G0585R106 31,200 738,800 SH   SOLE   738,800 0 0
BROADCOM INC COM 11135F101 382 1,550 SH   SOLE   1,550 0 0
CAN-FITE BIOPHARMA LTD SPONSORED ADR 13471N102 1,027 796,500 SH   SOLE   796,500 0 0
CATERPILLAR INC DEL COM 149123101 488 3,200 SH   SOLE   3,200 0 0
CELGENE CORP COM 151020104 26,337 294,300 SH   SOLE   294,300 0 0
CITIGROUP INC COM NEW 172967424 8,946 124,700 SH   SOLE   124,700 0 0
CVS HEALTH CORP COM 126650100 472 6,000 SH   SOLE   6,000 0 0
ENCANA CORP COM 292505104 26,059 1,992,500 SH   SOLE   1,992,500 0 0
EOG RES INC COM 26875P101 817 6,400 SH   SOLE   6,400 0 0
FACEBOOK INC CL A 30303M102 17,877 108,700 SH   SOLE   108,700 0 0
FORTERRA INC COM 34960W106 3,244 434,805 SH   SOLE   434,805 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,328 15,400 SH   SOLE   15,400 0 0
KROGER CO COM 501044101 480 16,500 SH   SOLE   16,500 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,699 21,300 SH   SOLE   21,300 0 0
MAGNA INTL INC COM 559222401 389 7,394 SH   SOLE   7,394 0 0
MAXAR TECHNOLOGIES LTD COM 57778L103 2,301 70,000 SH   SOLE   70,000 0 0
MBIA INC COM 55262C100 9,045 846,112 SH   SOLE   846,112 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 5,757 1,387,091 SH   SOLE   1,387,091 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 382 19,200 SH   SOLE   19,200 0 0
REV GROUP INC COM 749527107 683 43,500 SH   SOLE   43,500 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 9,679 188,600 SH   SOLE   188,600 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 517 5,700 SH   SOLE   5,700 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 13,672 225,500 SH   SOLE   225,500 0 0
WHIRLPOOL CORP COM 963320106 22,238 187,264 SH   SOLE   187,264 0 0