The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG000BBQPP1 | 5,880,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | BBG000DLVGV4 | 4,097,988 | 80,400 | SH | SOLE | 80,400 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | BBG000BC4LR0 | 20,104,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S4MT03 | 15,559,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG011Y7QJ21 | 9,474,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | BBG00ZF0FGT2 | 19,380,000 | 4,750,000 | SH | SOLE | 4,750,000 | 0 | 0 | ||
| B2GOLD CORP | COM | 11777Q209 | BBG000TPV3L8 | 2,740,240 | 693,527 | SH | SOLE | 693,527 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | BBG002S8JL91 | 26,505,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG000DQLWT2 | 16,634,400 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HT52 | 9,850,000 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | BBG000BFYCD5 | 9,518,779,367 | 243,883,663 | SH | SOLE | 243,883,663 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | BBG000BFTG15 | 9,098,400 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| GALIANO GOLD INC | COM | 36352H100 | BBG000C8FQG7 | 1,887,177 | 3,228,506 | SH | SOLE | 3,228,506 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | BBG0014WFHK6 | 7,336,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | BBG000D2ZX90 | 17,884,000 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | BBG000D2ZX90 | 12,624,000 | 2,400,000 | SH | Call | SOLE | 2,400,000 | 0 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG000QW7X64 | 24,390,400 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | BBG000BXQ1T2 | 23,397,900 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | BBG000WCFWH2 | 17,839,100 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG002GPKKZ7 | 14,835,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ORLA MNG LTD NEW | COM | 68634K106 | BBG00FGY2V03 | 5,101,241 | 1,075,558 | SH | SOLE | 1,075,558 | 0 | 0 | ||
| PERPETUA RESOURCES CORP | COM | 714266103 | BBG001QMC3M6 | 5,018,774 | 1,126,765 | SH | SOLE | 1,126,765 | 0 | 0 | ||
| SPROTT INC | COM NEW | 852066208 | BBG000VGZPZ7 | 3,325,301 | 90,993 | SH | SOLE | 90,993 | 0 | 0 | ||
| TRIPLE FLAG PRECIOUS METAL | COM | 89679M104 | BBG00QRZMG78 | 1,544,320 | 103,299 | SH | SOLE | 103,299 | 0 | 0 | ||
| VISTA GOLD CORP | COM NEW | 927926303 | BBG000F2BGL7 | 2,061,379 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | BBG000BWQHB8 | 14,017,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | BBG000BWNQ67 | 4,520,400 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||