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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 4,672 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 14,085 | 123,900 | SH | SOLE | 123,900 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 15,124 | 6,940 | SH | SOLE | 6,940 | 0 | 0 | ||
BARRICK GOLD CORPORATION CMN | COM | 067901108 | 708 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC. CLASS B | COM | 084670702 | 1,083 | 3,965 | SH | SOLE | 3,965 | 0 | 0 | ||
BHP GROUP LTD | SPONSORED ADS | 088606108 | 3,371 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 7,985 | 30,300 | SH | SOLE | 30,300 | 0 | 0 | ||
EQT CORP | COM | 26884L109 | 1,926 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
EXXON MOBIL CORPORATION CMN | COM | 30231G102 | 617 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 3,277 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 5,509 | 24,900 | SH | SOLE | 24,900 | 0 | 0 | ||
GSK PLC | SPONSORED ADR | 37733W105 | 2,829 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 8,097 | 110,000 | SH | Put | SOLE | 110,000 | 0 | 0 | |
JD.COM, INC. SPONSORED ADR CMN | COM | 47215P106 | 867 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 7,804 | 69,300 | SH | SOLE | 69,300 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 5,789 | 63,500 | SH | SOLE | 63,500 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 9,530 | 59,100 | SH | SOLE | 59,100 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 9,185 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
OTIS WORLDWIDE CORPORATION CMN | COM | 68902V107 | 1,343 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 4,463 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 22,687 | 177,600 | SH | SOLE | 177,600 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 6,257 | 65,100 | SH | SOLE | 65,100 | 0 | 0 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 8,162 | 141,400 | SH | SOLE | 141,400 | 0 | 0 | ||
SK TELECOM CO., LTD. ADR CMN | COM | 78440P306 | 535 | 23,990 | SH | SOLE | 23,990 | 0 | 0 | ||
VANECK GOLD MINERS ETF ETF | ETF | 92189F106 | 950 | 34,700 | SH | SOLE | 34,700 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 19,279 | 492,181 | SH | SOLE | 492,181 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 9,554 | 239,800 | SH | SOLE | 239,800 | 0 | 0 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 15,132 | 312,000 | SH | SOLE | 312,000 | 0 | 0 |