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
ABBVIE INC COM 00287Y109 23,018 170,000 SH   SOLE   170,000 0 0
ADIENT PLC ORD SHS G0084W101 6,703 140,000 SH   SOLE   140,000 0 0
AIR PRODS & CHEMS INC COM 009158106 21,298 70,000 SH   SOLE   70,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 7,812 1,014,364 SH   SOLE   1,014,364 0 0
ALPHABET INC CAP STK CL A 02079K305 15,934 5,500 SH   SOLE   5,500 0 0
ARDAGH METAL PACKAGING S.A. SHS L02235106 31,379 3,475,000 SH   SOLE   3,475,000 0 0
ASGN INC COM 00191U102 279 2,261 SH   SOLE   2,261 0 0
AZEK CO INC CL A 05478C105 203 4,381 SH   SOLE   4,381 0 0
B2GOLD CORP COM 11777Q209 2,734 693,527 SH   SOLE   693,527 0 0
BERRY GLOBAL GROUP INC COM 08579W103 26,998 365,931 SH   SOLE   365,931 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 22,134 355,000 SH   SOLE   355,000 0 0
CAREMAX INC COM CL A 14171W103 4,416 575,000 SH   SOLE   575,000 0 0
CHART INDS INC COM 16115Q308 306 1,921 SH   SOLE   1,921 0 0
CIGNA CORP NEW COM 125523100 29,852 130,000 SH   SOLE   130,000 0 0
CME GROUP INC COM 12572Q105 10,281 45,000 SH   SOLE   45,000 0 0
CNA FINL CORP COM 126117100 10,720,882 243,214,203 SH   SOLE   243,214,203 0 0
COMCAST CORP NEW CL A 20030N101 14,596 290,000 SH   SOLE   290,000 0 0
COSTAR GROUP INC COM 22160N109 9,484 120,000 SH   SOLE   120,000 0 0
CVS HEALTH CORP COM 126650100 17,021 165,000 SH   SOLE   165,000 0 0
DESCARTES SYS GROUP INC COM 249906108 6,614 80,000 SH   SOLE   80,000 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 250 7,424 SH   SOLE   7,424 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 25,613 1,250,000 SH   SOLE   1,250,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 131 11,623 SH   SOLE   11,623 0 0
ENDAVA PLC ADS 29260V105 200 1,192 SH   SOLE   1,192 0 0
FACEBOOK INC CL A 30303M102 19,676 58,500 SH   SOLE   58,500 0 0
FISERV INC COM 337738108 20,758 200,000 SH   SOLE   200,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 370 2,844 SH   SOLE   2,844 0 0
GALIANO GOLD INC COM 36352H100 2,325 3,228,506 SH   SOLE   3,228,506 0 0
GARTNER INC COM 366651107 442 1,321 SH   SOLE   1,321 0 0
GENERAL ELECTRIC CO COM NEW 369604301 35,426 375,000 SH   SOLE   375,000 0 0
GENERAL MTRS CO COM 37045V100 18,175 310,000 SH   SOLE   310,000 0 0
GLOBAL PMTS INC COM 37940X102 16,222 120,000 SH   SOLE   120,000 0 0
GOLD STD VENTURES CO COM 380738104 3,102 6,998,336 SH   SOLE   6,998,336 0 0
HOULIHAN LOKEY INC CL A 441593100 207 2,000 SH   SOLE   2,000 0 0
ICON PLC SHS G4705A100 334 1,078 SH   SOLE   1,078 0 0
INARI MED INC COM 45332Y109 233 2,552 SH   SOLE   2,552 0 0
INGREDION INC COM 457187102 14,496 150,000 SH   SOLE   150,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101 315 2,252 SH   SOLE   2,252 0 0
JACOBS ENGR GROUP INC COM 469814107 8,354 60,000 SH   SOLE   60,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 255 1,660 SH   SOLE   1,660 0 0
JPMORGAN CHASE & CO COM 46625H100 7,126 45,000 SH   SOLE   45,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 9,809 47,500 SH   SOLE   47,500 0 0
KINSALE CAP GROUP IN COM 49714P108 203 855 SH   SOLE   855 0 0
LYONDELLBASELL INDUSTRIES SHS - A - N53745100 8,762 95,000 SH   SOLE   95,000 0 0
OSISKO GOLD ROYALTIES LTD COM 68827L101 5,658 461,782 SH   SOLE   461,782 0 0
PERPETUA RESOURCES CORP COM 714266103 5,171 1,083,496 SH   SOLE   1,083,496 0 0
PFIZER INC COM 717081103 14,763 250,000 SH   SOLE   250,000 0 0
PLANET FITNESS INC CL A 72703H101 205 2,266 SH   SOLE   2,266 0 0
PROGRESSIVE CORP COM 743315103 9,239 90,000 SH   SOLE   90,000 0 0
RED ROCK RESORTS INC CL A 75700L108 210 3,812 SH   SOLE   3,812 0 0
SCIENCE APPLICATIONS COM 808625107 7,523 90,000 SH   SOLE   90,000 0 0
SILVERCREST METALS INC COM 828363101 2,000 252,736 SH   SOLE   252,736 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 411 1,698 SH   SOLE   1,698 0 0
SMARTRENT INC COM CL A 83193G107 103 10,609 SH   SOLE   10,609 0 0
SPROTT INC COM NEW 852066208 4,111 90,993 SH   SOLE   90,993 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 13,117 160,000 SH   SOLE   160,000 0 0
SSR MNG INC COM 784730103 2,030 114,689 SH   SOLE   114,689 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 12,233 28,000 SH   SOLE   28,000 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 8,008 250,000 SH   SOLE   250,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 253 10,152 SH   SOLE   10,152 0 0
VISTA GOLD CORP COM NEW 927926303 2,429 3,424,217 SH   SOLE   3,424,217 0 0
WABTEC COM 929740108 1,484 16,113 SH   SOLE   16,113 0 0
WELLS FARGO CO NEW COM 949746101 19,192 400,000 SH   SOLE   400,000 0 0
WESTERN DIGITAL CORP COM 958102105 19,563 300,000 SH   SOLE   300,000 0 0