The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 13,254 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 9,658 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ALAMOS GOLD INC NEW | COM CL A | 011532108 | 10,591 | 1,135,516 | SH | SOLE | 1,135,516 | 0 | 0 | ||
ALIO GOLD INC | COM | 01627X108 | 165 | 130,891 | SH | SOLE | 130,891 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 12,762 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
B2GOLD CORP | COM | 11777Q209 | 3,945 | 693,527 | SH | SOLE | 693,527 | 0 | 0 | ||
BERRY GLOBAL GROUP | COM | 08579W103 | 15,734 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB | COM | 110122108 | 16,758 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 14,074 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 16,790 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
CNA FINL CORP | COM | 126117100 | 7,819,337 | 243,214,203 | SH | SOLE | 243,214,203 | 0 | 0 | ||
COGNIZANT TECHNOLOGY | CL A | 192446102 | 4,489 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 16,761 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 16,243 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
DIAMOND OFFSHORE | COM | 25271C102 | 18,697 | 73,119,047 | SH | SOLE | 73,119,047 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 7,947 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 4,100 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
GALIANO GOLD INC | COM | 36352H100 | 4,282 | 3,228,506 | SH | SOLE | 3,228,506 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 20,490 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
GENERAL MTRS CO | COM | 37045V100 | 5,819 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 12,133 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
INGREDION INC | COM | 457187102 | 9,545 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 7,462 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 7,055 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
KIRKLAND LAKE GOLD | COM | 49741E100 | 6,636 | 160,900 | SH | SOLE | 160,900 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 3,406 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 4,054 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
LYONDELLBASELL INDUS | SHS - A | N53745100 | 15,773 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 16,447 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 6,105 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
OSISKO GOLD ROYALTIES | COM | 68827L101 | 4,613 | 461,782 | SH | SOLE | 461,782 | 0 | 0 | ||
PRETIUM RES INC | COM | 74139C102 | 1,541 | 184,066 | SH | SOLE | 184,066 | 0 | 0 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 12,017 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SPROTT INC | COM NEW | 852066208 | 4,172 | 116,062 | SH | SOLE | 116,062 | 0 | 0 | ||
SS&C TECHNOLOGIES | COM | 78467J100 | 13,273 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
STANLEY BLACK & DECKER | COM | 854502101 | 8,781 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
VISTA GOLD CORP | COM NEW | 927926303 | 2,691 | 3,203,217 | SH | SOLE | 3,203,217 | 0 | 0 | ||
WABTEC | COM | 929740108 | 928 | 16,113 | SH | SOLE | 16,113 | 0 | 0 | ||
WELLS FARGO CO | COM | 949746101 | 10,368 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 14,183 | 321,250 | SH | SOLE | 321,250 | 0 | 0 |