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 | 5,070 | 68,200 | SH | SOLE | 68,200 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,911 | 123,900 | SH | SOLE | 123,900 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 13,276 | 138,800 | SH | SOLE | 138,800 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 4,960 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,059 | 3,965 | SH | SOLE | 3,965 | 0 | 0 | ||
BHP GROUP LTD | SPONSORED ADS | 088606108 | 3,002 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 5,078 | 18,300 | SH | SOLE | 18,300 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 629 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 10,577 | 387,000 | SH | SOLE | 387,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 5,283 | 24,900 | SH | SOLE | 24,900 | 0 | 0 | ||
GSK PLC | SPONSORED ADR | 37733W204 | 1,530 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
HALEON PLC | SPON ADS | 405552100 | 396 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 679 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 7,869 | 75,300 | SH | SOLE | 75,300 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 1,163 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 10,366 | 76,400 | SH | SOLE | 76,400 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 9,586 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 1,212 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 5,336 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 20,065 | 177,600 | SH | SOLE | 177,600 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 5,329 | 65,100 | SH | SOLE | 65,100 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 4,523 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 6,294 | 141,400 | SH | SOLE | 141,400 | 0 | 0 | ||
SK TELECOM CO LTD | SPONSORED ADR | 78440P306 | 462 | 23,990 | SH | SOLE | 23,990 | 0 | 0 | ||
TEMPLETON EMERGING MKTS FD | COM | 880191101 | 933 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
VANECK GOLD MINERS ETF ETF | ETF | 92189F106 | 837 | 34,700 | SH | SOLE | 34,700 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 19,796 | 492,181 | SH | SOLE | 492,181 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 7,407 | 239,800 | SH | SOLE | 239,800 | 0 | 0 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 14,767 | 312,000 | SH | SOLE | 312,000 | 0 | 0 |