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 COM G0084W101 3,344 258,000 SH   SOLE   258,000 0 0
ADIENT PLC COM G0084W951 778 60,000 SH Put SOLE   60,000 0 0
ALAMOS GOLD INC NEW COM 011532108 6,088 1,198,148 SH   SOLE   1,198,148 0 0
ALIO GOLD INC COM 01627X108 95 130,891 SH   SOLE   130,891 0 0
ALPHABET INC COM 02079K305 15,414 13,097 SH   SOLE   13,097 0 0
ALPHABET INC COM 02079K107 645 550 SH   SOLE   550 0 0
AMERICAN INTL GROUP COM 026874784 365 8,466 SH   SOLE   8,466 0 0
ANALOG DEVICES INC COM 032654105 579 5,500 SH   SOLE   5,500 0 0
ANTHEM INC COM 036752103 6,342 22,100 SH   SOLE   22,100 0 0
APPLE INC COM 037833100 247 1,300 SH   SOLE   1,300 0 0
ARAMARK COM 03852U106 11,672 395,000 SH   SOLE   395,000 0 0
ASANKO GOLD INC COM 04341Y105 2,032 3,228,506 SH   SOLE   3,228,506 0 0
ATHENE HLDG LTD COM G0684D107 216 5,300 SH   SOLE   5,300 0 0
AVAYA HLDGS CORP COM 05351X101 6,732 400,000 SH   SOLE   400,000 0 0
AVNET INC COM 053807103 359 8,268 SH   SOLE   8,268 0 0
AXA EQUITABLE HLDGS COM 054561105 226 11,243 SH   SOLE   11,243 0 0
AXALTA COATING SYS L COM G0750C108 9,202 365,000 SH   SOLE   365,000 0 0
AXIS CAPITAL HOLDING COM G0692U109 238 4,343 SH   SOLE   4,343 0 0
BANK AMER CORP COM 060505104 11,300 409,582 SH   SOLE   409,582 0 0
BARRICK GOLD CORP COM 067901108 13,237 965,505 SH   SOLE   965,505 0 0
BOEING CO COM 097023105 324 850 SH   SOLE   850 0 0
BRIGHTHOUSE FINL INC COM 10922N953 3,629 100,000 SH Put SOLE   100,000 0 0
BROOKDALE SR LIVING COM 112463104 88 13,377 SH   SOLE   13,377 0 0
CAPITAL ONE FINL COR COM 14040H105 275 3,370 SH   SOLE   3,370 0 0
CENOVUS ENERGY INC COM 15135U109 186 21,382 SH   SOLE   21,382 0 0
CHENIERE ENERGY INC COM 16411R208 824 12,050 SH   SOLE   12,050 0 0
CHESAPEAKE ENERGY CO COM 165167107 170 54,899 SH   SOLE   54,899 0 0
CIGNA CORP NEW COM 125523100 11,989 74,550 SH   SOLE   74,550 0 0
CISCO SYS INC COM 17275R102 18,087 335,000 SH   SOLE   335,000 0 0
CITIGROUP INC COM 172967424 2,525 40,584 SH   SOLE   40,584 0 0
CITIGROUP INC COM 172967954 4,978 80,000 SH Put SOLE   80,000 0 0
CNA FINL CORP COM 126117100 10,518,868 242,649,773 SH   SOLE   242,649,773 0 0
CNO FINL GROUP INC COM 12621E103 225 13,904 SH   SOLE   13,904 0 0
COGNIZANT TECHNOLOGY COM 192446102 341 4,706 SH   SOLE   4,706 0 0
COMCAST CORP NEW COM 20030N101 22,389 560,000 SH   SOLE   560,000 0 0
COMTECH TELECOMMUNIC COM 205826209 390 16,776 SH   SOLE   16,776 0 0
COOPER STD HLDGS INC COM 21676P103 254 5,407 SH   SOLE   5,407 0 0
CORNING INC COM 219350105 425 12,835 SH   SOLE   12,835 0 0
COVANTA HLDG CORP COM 22282E102 869 50,182 SH   SOLE   50,182 0 0
CSX CORP COM 126408103 845 11,300 SH   SOLE   11,300 0 0
CVS HEALTH CORP COM 126650100 233 4,320 SH   SOLE   4,320 0 0
D R HORTON INC COM 23331A109 228 5,500 SH   SOLE   5,500 0 0
DELTA AIR LINES INC COM 247361702 615 11,910 SH   SOLE   11,910 0 0
DIAMOND OFFSHORE DRI COM 25271C102 767,019 73,119,047 SH   SOLE   73,119,047 0 0
DISH NETWORK CORP COM 25470M109 317 10,000 SH   SOLE   10,000 0 0
DISNEY WALT CO COM 254687106 431 3,884 SH   SOLE   3,884 0 0
DOWDUPONT INC COM 26078J100 22,184 416,130 SH   SOLE   416,130 0 0
EATON CORP PLC COM G29183103 210 2,610 SH   SOLE   2,610 0 0
EDISON INTL COM 281020107 253 4,090 SH   SOLE   4,090 0 0
ELDORADO GOLD CORP N COM 284902509 732 158,399 SH   SOLE   158,399 0 0
EOG RES INC COM 26875P101 305 3,200 SH   SOLE   3,200 0 0
EXXON MOBIL CORP COM 30231G952 6,464 80,000 SH Put SOLE   80,000 0 0
EZCORP INC COM 302301106 132 14,209 SH   SOLE   14,209 0 0
FEDEX CORP COM 31428X106 390 2,150 SH   SOLE   2,150 0 0
FIRST CTZNS BANCSHAR COM 31946M103 258 634 SH   SOLE   634 0 0
FIRST HORIZON NATL C COM 320517105 265 18,973 SH   SOLE   18,973 0 0
FLEX LTD COM Y2573F102 11,660 1,166,000 SH   SOLE   1,166,000 0 0
FORD MTR CO DEL COM 345370860 327 37,261 SH   SOLE   37,261 0 0
FRANKLIN RES INC COM 354613101 215 6,486 SH   SOLE   6,486 0 0
FUELCELL ENERGY INC COM 35952H502 33 135,650 SH   SOLE   135,650 0 0
GARDNER DENVER HLDGS COM 36555P107 3,198 115,000 SH   SOLE   115,000 0 0
GENERAL ELECTRIC CO COM 369604103 29,970 3,000,000 SH   SOLE   3,000,000 0 0
GENERAL MTRS CO COM 37045V100 13,098 353,055 SH   SOLE   353,055 0 0
GENERAL MTRS CO COM 37045V950 3,710 100,000 SH Put SOLE   100,000 0 0
GOLDCORP INC NEW COM 380956409 1,144 100,000 SH   SOLE   100,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G954 11,519 60,000 SH Put SOLE   60,000 0 0
HALLIBURTON CO COM 406216101 328 11,197 SH   SOLE   11,197 0 0
HCA HEALTHCARE INC COM 40412C101 9,779 75,000 SH   SOLE   75,000 0 0
HCA HEALTHCARE INC COM 40412C951 10,430 80,000 SH Put SOLE   80,000 0 0
HERTZ GLOBAL HLDGS I COM 42806J106 8,946 515,000 SH   SOLE   515,000 0 0
HESS CORP COM 42809H107 688 11,425 SH   SOLE   11,425 0 0
HEWLETT PACKARD ENTE COM 42824C109 4,199 272,112 SH   SOLE   272,112 0 0
HIGHPOINT RES CORP COM 43114K108 58 26,024 SH   SOLE   26,024 0 0
IAMGOLD CORP COM 450913108 2,411 694,759 SH   SOLE   694,759 0 0
INFINERA CORPORATION COM 45667G103 1,866 430,000 SH   SOLE   430,000 0 0
INTL PAPER CO COM 460146103 354 7,655 SH   SOLE   7,655 0 0
INTL PAPER CO COM 460146953 2,776 60,000 SH Put SOLE   60,000 0 0
JACOBS ENGR GROUP IN COM 469814107 9,775 130,000 SH   SOLE   130,000 0 0
JELD-WEN HLDG INC COM 47580P103 264 14,935 SH   SOLE   14,935 0 0
JOHNSON & JOHNSON COM 478160954 11,183 80,000 SH Put SOLE   80,000 0 0
JPMORGAN CHASE & CO COM 46625H100 17,229 170,193 SH   SOLE   170,193 0 0
KBR INC COM 48242W106 486 25,471 SH   SOLE   25,471 0 0
KINDER MORGAN INC DE COM 49456B101 20,010 1,000,000 SH   SOLE   1,000,000 0 0
KRAFT HEINZ CO COM 500754106 224 6,867 SH   SOLE   6,867 0 0
LAUREATE EDUCATION I COM 518613203 7,126 476,000 SH   SOLE   476,000 0 0
LEAR CORP COM 521865204 280 2,066 SH   SOLE   2,066 0 0
LENNAR CORP COM 526057104 300 6,106 SH   SOLE   6,106 0 0
LENNAR CORP COM 526057954 3,927 80,000 SH Put SOLE   80,000 0 0
LINCOLN NATL CORP IN COM 534187109 558 9,500 SH   SOLE   9,500 0 0
LKQ CORP COM 501889208 11,352 400,000 SH   SOLE   400,000 0 0
LYONDELLBASELL INDUS COM N53745100 12,141 144,400 SH   SOLE   144,400 0 0
MAG SILVER CORP COM 55903Q104 1,462 136,717 SH   SOLE   136,717 0 0
MARATHON PETE CORP COM 56585A102 19,451 325,000 SH   SOLE   325,000 0 0
MCKESSON CORP COM 58155Q103 304 2,595 SH   SOLE   2,595 0 0
MEDTRONIC PLC COM G5960L953 7,286 80,000 SH Put SOLE   80,000 0 0
METLIFE INC COM 59156R108 278 6,529 SH   SOLE   6,529 0 0
MICROSOFT CORP COM 594918104 14,176 120,200 SH   SOLE   120,200 0 0
MICROSOFT CORP COM 594918954 11,794 100,000 SH Put SOLE   100,000 0 0
MORGAN STANLEY COM 617446448 239 5,653 SH   SOLE   5,653 0 0
MOTOROLA SOLUTIONS I COM 620076307 267 1,900 SH   SOLE   1,900 0 0
MYLAN N V COM N59465109 219 7,710 SH   SOLE   7,710 0 0
NATIONAL OILWELL VAR COM 637071101 224 8,411 SH   SOLE   8,411 0 0
NEWELL BRANDS INC COM 651229106 209 13,656 SH   SOLE   13,656 0 0
NORTHERN TR CORP COM 665859104 723 8,000 SH   SOLE   8,000 0 0
NOVAGOLD RES INC COM 66987E206 251 60,092 SH   SOLE   60,092 0 0
OMNICOM GROUP INC COM 681919106 285 3,900 SH   SOLE   3,900 0 0
ORACLE CORP COM 68389X105 976 18,163 SH   SOLE   18,163 0 0
PFIZER INC COM 717081103 707 16,655 SH   SOLE   16,655 0 0
PITNEY BOWES INC COM 724479100 179 26,060 SH   SOLE   26,060 0 0
PRETIUM RES INC COM 74139C102 1,551 181,271 SH   SOLE   181,271 0 0
PROCTER AND GAMBLE C COM 742718109 1,041 10,000 SH   SOLE   10,000 0 0
RYDER SYS INC COM 783549108 289 4,668 SH   SOLE   4,668 0 0
SCHLUMBERGER LTD COM 806857958 4,357 100,000 SH Put SOLE   100,000 0 0
SPDR S&P 500 ETF TR COM 78462F103 33,898 120,000 SH   SOLE   120,000 0 0
SSR MNG INC COM 784730103 2,029 160,259 SH   SOLE   160,259 0 0
T MOBILE US INC COM 872590104 290 4,200 SH   SOLE   4,200 0 0
TEAM INC COM 878155AE0 10,794 10,000,000 SH   SOLE   10,000,000 0 0
TEEKAY TANKERS LTD COM Y8565N102 106 109,607 SH   SOLE   109,607 0 0
TEREX CORP NEW COM 880779103 249 7,745 SH   SOLE   7,745 0 0
TETRA TECHNOLOGIES I COM 88162F105 26 11,221 SH   SOLE   11,221 0 0
UBS GROUP AG COM H42097107 129 10,625 SH   SOLE   10,625 0 0
UNION PACIFIC CORP COM 907818108 293 1,750 SH   SOLE   1,750 0 0
UNITED RENTALS INC COM 911363109 331 2,900 SH   SOLE   2,900 0 0
UNITED TECHNOLOGIES COM 913017109 3,867 30,000 SH   SOLE   30,000 0 0
UNITEDHEALTH GROUP I COM 91324P102 7,418 30,000 SH   SOLE   30,000 0 0
US FOODS HLDG CORP COM 912008109 16,059 460,000 SH   SOLE   460,000 0 0
VERISK ANALYTICS INC COM 92345Y106 6,650 50,000 SH   SOLE   50,000 0 0
VERIZON COMMUNICATIO COM 92343V104 413 6,980 SH   SOLE   6,980 0 0
VIRTUS INVT PARTNERS COM 92828Q109 211 2,167 SH   SOLE   2,167 0 0
VISTA GOLD CORP COM 927926303 2,186 3,203,217 SH   SOLE   3,203,217 0 0
VORNADO RLTY TR COM 929042109 405 6,012 SH   SOLE   6,012 0 0
WABTEC CORP COM 929740108 1,232 16,713 SH   SOLE   16,713 0 0
WELLS FARGO CO NEW COM 949746101 217 4,501 SH   SOLE   4,501 0 0
WESCO AIRCRAFT HLDGS COM 950814103 126 14,285 SH   SOLE   14,285 0 0
WESTERN DIGITAL CORP COM 958102105 21,146 440,000 SH   SOLE   440,000 0 0
WPX ENERGY INC COM 98212B103 326 24,900 SH   SOLE   24,900 0 0
XEROX CORP COM 984121608 383 11,967 SH   SOLE   11,967 0 0
ZOETIS INC COM 98978V103 1,007 10,000 SH   SOLE   10,000 0 0