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 | 4,670,310 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | BBG000DLVGV4 | 1,144,542 | 22,900 | SH | SOLE | 22,900 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | BBG000BC4LR0 | 20,967,100 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | BBG001LYYYZ9 | 5,402,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S4MT03 | 14,962,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG011Y7QJ21 | 14,209,850 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| ARDAGH METAL PACKAGING S A | SHS | L02235106 | BBG00ZF0FGT2 | 16,168,000 | 4,300,000 | SH | SOLE | 4,300,000 | 0 | 0 | ||
| B2GOLD CORP | COM | 11777Q209 | BBG000TPV3L8 | 2,473,139 | 693,527 | SH | SOLE | 693,527 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | BBG002S8JL91 | 26,765,440 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | BBG000DQLWT2 | 13,749,250 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HT52 | 14,474,200 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | BBG000BFYCD5 | 9,421,684,531 | 243,958,688 | SH | SOLE | 243,958,688 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | BBG000BFTG15 | 9,972,000 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| FERGUSON PLC NEW | SHS | G3421J106 | BBG00P5M4V43 | 9,438,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| GALIANO GOLD INC | COM | 36352H100 | BBG000C8FQG7 | 1,314,119 | 2,174,210 | SH | SOLE | 2,174,210 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | BBG0014WFHK6 | 7,712,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | BBG000D2ZX90 | 19,976,000 | 4,400,000 | SH | SOLE | 4,400,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | BBG000D2ZX90 | 10,896,000 | 2,400,000 | SH | Call | SOLE | 2,400,000 | 0 | 0 | |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG000QW7X64 | 17,450,100 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | BBG000BLKM81 | 4,471,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| INGREDION INC | COM | 457187102 | BBG000BXQ1T2 | 19,600,750 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | BBG000WCFWH2 | 19,284,300 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG002GPKKZ7 | 17,218,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ORLA MNG LTD NEW | COM | 68634K106 | BBG00FGY2V03 | 2,284,624 | 543,872 | SH | SOLE | 543,872 | 0 | 0 | ||
| PERPETUA RESOURCES CORP | COM | 714266103 | BBG0024TXNM6 | 1,105,287 | 301,168 | SH | SOLE | 301,168 | 0 | 0 | ||
| SPROTT INC | COM NEW | 852066208 | BBG000VGZPZ7 | 1,827,361 | 56,393 | SH | SOLE | 56,393 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG000CH53T5 | 10,333,760 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | BBG000PLNS80 | 1,784,018 | 59,250 | SH | SOLE | 59,250 | 0 | 0 | ||
| VISTA GOLD CORP | COM NEW | 927926303 | BBG000F2BGL7 | 1,780,247 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | BBG000BWQHB8 | 8,536,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | BBG000BWNQ67 | 4,551,600 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||