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 Common G0084W101 8,665 145,000 SH   SOLE   145,000 0 0
ADVANCE AUTO PARTS INC Common 00751Y106 10,077 85,000 SH   SOLE   85,000 0 0
AERCAP HOLDINGS NV Common N00985106 18,513 365,000 SH   SOLE   365,000 0 0
AETNA INC Common 00817Y108 32,042 189,600 SH   SOLE   189,600 0 0
AGNICO EAGLE MINES LTD Common 008474108 4,614 109,681 SH   SOLE   109,681 0 0
AKAMAI TECHNOLOGIES INC Common 00971T951 2,839 40,000 SH Put SOLE   40,000 0 0
ALAMOS GOLD INC-CLASS A Common 011532108 6,259 1,204,541 SH   SOLE   1,204,541 0 0
ALIO GOLD INC Common 01627X108 255 130,891 SH   SOLE   130,891 0 0
ALPHABET INC-CL A Common 02079K305 3,212 3,097 SH   SOLE   3,097 0 0
ALPHABET INC-CL C Common 02079K107 567 550 SH   SOLE   550 0 0
AMERICAN AIRLINES GROUP INC Common 02376R102 608 11,700 SH   SOLE   11,700 0 0
AMERICAN INTERNATIONAL GROUP Common 026874784 286 5,248 SH   SOLE   5,248 0 0
ANALOG DEVICES INC Common 032654105 501 5,500 SH   SOLE   5,500 0 0
ANTHEM INC Common 036752103 527 2,400 SH   SOLE   2,400 0 0
APTIV PLC Common G6095L959 6,798 80,000 SH Put SOLE   80,000 0 0
ASANKO GOLD INC Common 04341Y105 2,537 2,478,379 SH   SOLE   2,478,379 0 0
ATHENE HOLDING LTD-CLASS A Common G0684D107 287 6,000 SH   SOLE   6,000 0 0
AUTOMATIC DATA PROCESSING Common 053015953 4,539 40,000 SH Put SOLE   40,000 0 0
AVNET INC Common 053807103 393 9,401 SH   SOLE   9,401 0 0
AXALTA COATING SYSTEMS LTD Common G0750c108 7,698 255,000 SH   SOLE   255,000 0 0
AXIS CAPITAL HOLDINGS LTD Common G0692U109 250 4,343 SH   SOLE   4,343 0 0
AZZ INC Common 002474104 4,847 110,906 SH   SOLE   110,906 0 0
BANK OF AMERICA CORP Common 060505104 350 11,659 SH   SOLE   11,659 0 0
BARRICK GOLD CORP Common 067901108 11,429 918,005 SH   SOLE   918,005 0 0
BARRICK GOLD CORP Common 067901908 1,245 100,000 SH Call SOLE   100,000 0 0
BARRICK GOLD CORP Common 067901958 2,490 200,000 SH Put SOLE   200,000 0 0
BP PLC-SPONS ADR Common 055622104 230 5,665 SH   SOLE   5,665 0 0
BRISTOL-MYERS SQUIBB CO Common 110122958 3,795 60,000 SH Put SOLE   60,000 0 0
BROOKDALE SENIOR LIVING INC Common 112463104 164 24,382 SH   SOLE   24,382 0 0
BWP COMMON UNITS Common 096627104 1,274,699 125,586,133 SH   SOLE   125,586,133 0 0
CABOT OIL & GAS CORP Common 127097103 269 11,200 SH   SOLE   11,200 0 0
CAPITAL ONE FINANCIAL CORP Common 14040H105 323 3,370 SH   SOLE   3,370 0 0
CENOVUS ENERGY INC Common 15135U109 183 21,382 SH   SOLE   21,382 0 0
CIGNA CORP Common 125509109 7,548 45,000 SH   SOLE   45,000 0 0
CISCO SYSTEMS INC Common 17275R102 21,231 495,000 SH   SOLE   495,000 0 0
CITIGROUP INC Common 172967424 1,367 20,251 SH   SOLE   20,251 0 0
CLOUD PEAK ENERGY INC Common 18911Q102 3,492 1,200,000 SH   SOLE   1,200,000 0 0
CNA FINANCIAL CORP Common 126117100 11,974,766 242,649,773 SH   SOLE   242,649,773 0 0
CNO FINANCIAL GROUP INC Common 12621E103 263 12,125 SH   SOLE   12,125 0 0
COGNIZANT TECH SOLUTIONS-A Common 192446102 379 4,706 SH   SOLE   4,706 0 0
COLFAX CORP Common 194014106 8,135 255,000 SH   SOLE   255,000 0 0
COMCAST CORP-CLASS A Common 20030N101 20,502 600,000 SH   SOLE   600,000 0 0
COMSTOCK MINING INC Common 205750201 55 219,356 SH   SOLE   219,356 0 0
COMTECH TELECOMMUNICATIONS Common 205826209 615 20,576 SH   SOLE   20,576 0 0
CORNING INC Common 219350105 305 10,935 SH   SOLE   10,935 0 0
COVANTA HOLDING CORP Common 22282E102 1,024 70,607 SH   SOLE   70,607 0 0
CSX CORP Common 126408103 446 8,000 SH   SOLE   8,000 0 0
DELTA AIR LINES INC Common 247361702 730 13,310 SH   SOLE   13,310 0 0
DIAMOND OFFSHORE DRILLING Common 25271C102 1,071,925 73,119,047 SH   SOLE   73,119,047 0 0
DISH NETWORK CORP-A Common 25470M109 235 6,210 SH   SOLE   6,210 0 0
DOLLAR TREE INC Common 256746108 218 2,295 SH   SOLE   2,295 0 0
DOVER CORP Common 260003108 256 2,608 SH   SOLE   2,608 0 0
DOWDUPONT INC Common 26078J100 9,010 141,415 SH   SOLE   141,415 0 0
DOWDUPONT INC Common 26078J950 6,371 100,000 SH Put SOLE   100,000 0 0
EATON CORP PLC Common G29183103 448 5,608 SH   SOLE   5,608 0 0
ENSCO PLC-CL A Common G3157S106 55 12,505 SH   SOLE   12,505 0 0
EOG RESOURCES INC Common 26875P101 337 3,200 SH   SOLE   3,200 0 0
EXXON MOBIL CORP Common 30231G952 5,969 80,000 SH Put SOLE   80,000 0 0
EZCORP INC-CL A Common 302301106 163 12,356 SH   SOLE   12,356 0 0
FEDEX CORP Common 31428X106 852 3,550 SH   SOLE   3,550 0 0
FIRST CITIZENS BCSHS -CL A Common 31946M103 285 690 SH   SOLE   690 0 0
FIRST HORIZON NATIONAL CORP Common 320517105 346 18,373 SH   SOLE   18,373 0 0
FORD MOTOR CO Common 345370860 415 37,461 SH   SOLE   37,461 0 0
FRANKLIN RESOURCES INC Common 354613101 225 6,486 SH   SOLE   6,486 0 0
FUELCELL ENERGY INC Common 35952H502 91 52,535 SH   SOLE   52,535 0 0
GENERAL ELECTRIC CO Common 369604103 40,440 3,000,000 SH   SOLE   3,000,000 0 0
GENERAL MOTORS CO. Common 37045V100 11,966 329,283 SH   SOLE   329,283 0 0
GENERAL MOTORS CO. Common 37045V950 3,634 100,000 SH Put SOLE   100,000 0 0
GOLAR LNG LTD Common G9456A100 513 18,737 SH   SOLE   18,737 0 0
GOLDCORP INC Common 380956409 1,382 100,000 SH   SOLE   100,000 0 0
GOLDMAN SACHS GROUP INC Common 38141G104 634 2,519 SH   SOLE   2,519 0 0
GOVERNMENT PROPERTIES INCOME Common 38376A103 161 11,790 SH   SOLE   11,790 0 0
GRANITE REAL ESTATE INVESTMENT Common 387437114 243 6,145 SH   SOLE   6,145 0 0
HAYMAKER ACQUISITION CORP Common 420870206 9,950 1,000,000 SH   SOLE   1,000,000 0 0
HCA HEALTHCARE INC Common 40412C101 19,400 200,000 SH   SOLE   200,000 0 0
HCA HEALTHCARE INC Common 40412C951 7,760 80,000 SH Put SOLE   80,000 0 0
HERTZ GLOBAL HOLDINGS INC Common 42806J106 19,155 965,000 SH   SOLE   965,000 0 0
HESS CORP Common 42809H107 747 14,749 SH   SOLE   14,749 0 0
HEWLETT PACKARD ENTERPRISE Common 42824C109 8,456 482,112 SH   SOLE   482,112 0 0
HIGHPOINT RESOURCES CORP Common 43114K108 236 46,495 SH   SOLE   46,495 0 0
INFINERA CORP Common 45667G103 4,670 430,000 SH   SOLE   430,000 0 0
INNOSPEC INC Common 45768S105 381 5,550 SH   SOLE   5,550 0 0
INTERNATIONAL PAPER CO Common 460146103 319 5,965 SH   SOLE   5,965 0 0
JELD-WEN HOLDING INC Common 47580P103 311 10,159 SH   SOLE   10,159 0 0
JPMORGAN CHASE & CO Common 46625H100 1,265 11,506 SH   SOLE   11,506 0 0
KBR INC Common 48242W106 390 24,072 SH   SOLE   24,072 0 0
KINDER MORGAN INC Common 49456B101 9,111 605,000 SH   SOLE   605,000 0 0
LAUREATE EDUCATION INC-A Common 518613203 5,844 425,000 SH   SOLE   425,000 0 0
LENNAR CORP-A Common 526057104 360 6,106 SH   SOLE   6,106 0 0
LINCOLN NATIONAL CORP Common 534187109 913 12,500 SH   SOLE   12,500 0 0
LKQ CORP Common 501889208 14,421 380,000 SH   SOLE   380,000 0 0
LYONDELLBASELL INDU-CL A Common N53745100 7,757 73,400 SH   SOLE   73,400 0 0
MAG SILVER CORP Common 55903Q104 1,558 159,203 SH   SOLE   159,203 0 0
MARATHON PETROLEUM CORP Common 56585A102 18,643 255,000 SH   SOLE   255,000 0 0
MCKESSON CORP Common 58155Q103 258 1,832 SH   SOLE   1,832 0 0
MEDNAX INC Common 58502B106 217 3,899 SH   SOLE   3,899 0 0
METLIFE INC Common 59156R108 208 4,525 SH   SOLE   4,525 0 0
MICROSOFT CORP Common 594918104 8,315 91,100 SH   SOLE   91,100 0 0
MORGAN STANLEY Common 617446448 305 5,653 SH   SOLE   5,653 0 0
MTS SYSTEMS CORP Common 553777103 9,510 184,124 SH   SOLE   184,124 0 0
MURPHY OIL CORP Common 626717102 239 9,265 SH   SOLE   9,265 0 0
MYERS INDUSTRIES INC Common 628464109 10,575 500,000 SH   SOLE   500,000 0 0
MYLAN NV Common N59465109 362 8,783 SH   SOLE   8,783 0 0
NETFLIX INC Common 64110L956 8,861 30,000 SH Put SOLE   30,000 0 0
NORTHERN TRUST CORP Common 665859104 1,444 14,000 SH   SOLE   14,000 0 0
NOVAGOLD RESOURCES INC Common 66987E206 93 21,371 SH   SOLE   21,371 0 0
NXP SEMICONDUCTORS NV Common N6596X109 355 3,035 SH   SOLE   3,035 0 0
OMNICOM GROUP Common 681919106 361 4,970 SH   SOLE   4,970 0 0
ORACLE CORP Common 68389X105 1,153 25,212 SH   SOLE   25,212 0 0
PAN AMERICAN SILVER CORP Common 697900108 217 13,486 SH   SOLE   13,486 0 0
PFIZER INC Common 717081103 788 22,207 SH   SOLE   22,207 0 0
PITNEY BOWES INC Common 724479100 284 26,060 SH   SOLE   26,060 0 0
PNC FINANCIAL SERVICES GROUP Common 693475955 4,537 30,000 SH Put SOLE   30,000 0 0
PRETIUM RESOURCES INC Common 74139C102 6,058 912,540 SH   SOLE   912,540 0 0
REALOGY HOLDINGS CORP Common 75605Y956 3,274 120,000 SH Put SOLE   120,000 0 0
ROYAL DUTCH SHELL-SPON ADR-A Common 780259206 382 5,990 SH   SOLE   5,990 0 0
RYDER SYSTEM INC Common 783549108 251 3,448 SH   SOLE   3,448 0 0
SCIENCE APPLICATIONS INTE Common 808625107 201 2,554 SH   SOLE   2,554 0 0
SITEONE LANDSCAPE SUPPLY INC Common 82982L103 2,928 38,000 SH   SOLE   38,000 0 0
SNAP INC - A Common 83304A956 3,174 200,000 SH Put SOLE   200,000 0 0
SPDR S&P 500 ETF TRUST Common 78462F103 30,525 116,000 SH   SOLE   116,000 0 0
SSR MINING INC Common 784730103 7,725 804,644 SH   SOLE   804,644 0 0
STATE STREET CORP Common 857477103 230 2,302 SH   SOLE   2,302 0 0
STATE STREET CORP Common 857477953 5,984 60,000 SH Put SOLE   60,000 0 0
SUPERIOR ENERGY SERVICES INC Common 868157108 88 10,448 SH   SOLE   10,448 0 0
TARGET CORP Common 87612E956 6,943 100,000 SH Put SOLE   100,000 0 0
TEAM INC Common 878155100 4,641 337,500 SH   SOLE   337,500 0 0
TEEKAY TANKERS LTD-CLASS A Common Y8565N102 130 109,307 SH   SOLE   109,307 0 0
TEREX CORP Common 880779103 256 6,835 SH   SOLE   6,835 0 0
TETRA TECHNOLOGIES INC Common 88162F105 69 18,529 SH   SOLE   18,529 0 0
TIME WARNER INC Common 887317303 370 3,915 SH   SOLE   3,915 0 0
TRACTOR SUPPLY COMPANY Common 892356956 5,042 80,000 SH Put SOLE   80,000 0 0
TUPPERWARE BRANDS CORP Common 899896104 229 4,729 SH   SOLE   4,729 0 0
UBS GROUP AG-REG Common H42097107 188 10,625 SH   SOLE   10,625 0 0
UNITED RENTALS INC Common 911363109 691 4,000 SH   SOLE   4,000 0 0
VANECK VECTORS GOLD MINERS E Common 92189F956 3,297 150,000 SH Put SOLE   150,000 0 0
VANECK VECTORS JUNIOR GOLD M Common 92189F951 3,215 100,000 SH Put SOLE   100,000 0 0
VERISK ANALYTICS INC Common 92345Y106 8,320 80,000 SH   SOLE   80,000 0 0
VIRTUS INVESTMENT PARTNERS Common 92828Q109 382 3,087 SH   SOLE   3,087 0 0
VISTA GOLD CORP Common 927926303 2,325 3,203,217 SH   SOLE   3,203,217 0 0
VORNADO REALTY TRUST Common 929042109 405 6,012 SH   SOLE   6,012 0 0
VOYA FINANCIAL INC Common 929089100 313 6,204 SH   SOLE   6,204 0 0
WELLS FARGO & CO Common 949746101 236 4,501 SH   SOLE   4,501 0 0
WELLS FARGO & CO Common 949746951 7,337 140,000 SH Put SOLE   140,000 0 0
WESTERN DIGITAL CORP Common 958102105 14,763 160,000 SH   SOLE   160,000 0 0
WHIRLPOOL CORP Common 963320106 517 3,375 SH   SOLE   3,375 0 0
WILLIS TOWERS WATSON PLC Common G96629103 9,892 65,000 SH   SOLE   65,000 0 0
WPX ENERGY INC Common 98212B103 368 24,900 SH   SOLE   24,900 0 0
XYLEM INC Common 98419M100 6,923 90,000 SH   SOLE   90,000 0 0