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 120 8,000 SH   SOLE   8,000 0 0
ALLSTATE CORP COM 020002101 19,722 238,682 SH   SOLE   238,682 0 0
ALPHABET INC CAP STK CL A 02079K305 345 330 SH   SOLE   330 0 0
ASSURED GUARANTY LTD COM G0585R106 25,148 656,954 SH   SOLE   656,954 0 0
CANADIAN NAT RES LTD COM 136385101 14,447 598,300 SH   SOLE   598,300 0 0
CAN-FITE BIOPHARMA LTD SPONSORED ADR 13471N102 1,004 796,500 SH   SOLE   796,500 0 0
CATERPILLAR INC DEL COM 149123101 350 2,750 SH   SOLE   2,750 0 0
CELGENE CORP COM 151020104 16,074 250,800 SH   SOLE   250,800 0 0
CROWN HOLDINGS INC COM 228368106 249 6,000 SH   SOLE   6,000 0 0
CVS HEALTH CORP COM 126650100 243 3,700 SH   SOLE   3,700 0 0
ENCANA CORP COM 292505104 264 45,700 SH   SOLE   45,700 0 0
EOG RES INC COM 26875P101 558 6,400 SH   SOLE   6,400 0 0
FACEBOOK INC CL A 30303M102 4,169 31,800 SH   SOLE   31,800 0 0
FORTERRA INC COM 34960W106 1,329 353,458 SH   SOLE   353,458 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 277 21,000 SH   SOLE   21,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 273 2,400 SH   SOLE   2,400 0 0
KROGER CO COM 501044101 256 9,300 SH   SOLE   9,300 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,376 18,800 SH   SOLE   18,800 0 0
MAXAR TECHNOLOGIES LTD COM 57778L103 15,674 1,310,963 SH   SOLE   1,310,963 0 0
MBIA INC COM 55262C100 7,511 842,112 SH   SOLE   842,112 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 2,289 877,091 SH   SOLE   877,091 0 0
OWENS CORNING NEW COM 690742101 2,766 62,900 SH   SOLE   2,766 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 246 13,200 SH   SOLE   246 0 0
REV GROUP INC COM 749527107 378 50,300 SH   SOLE   378 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 4,938 50,500 SH   SOLE   4,938 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 281 4,200 SH   SOLE   281 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 11,635 233,900 SH   SOLE   11,635 0 0
WHIRLPOOL CORP COM 963320106 17,972 168,164 SH   SOLE   17,972 0 0