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 | 5,220,710 | 68,200 | SH | SOLE | 68,200 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,985,894 | 56,600 | SH | SOLE | 56,600 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 17,010,744 | 192,800 | SH | SOLE | 192,800 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 16,104,750 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
BARRICK GOLD CORP | COM | 067901108 | 7,731,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,224,789 | 3,965 | SH | SOLE | 3,965 | 0 | 0 | ||
BHP GROUP LTD | SPONSORED ADS | 088606108 | 4,653,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 6,063,522 | 18,300 | SH | SOLE | 18,300 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 794,160 | 7,200 | SH | SOLE | 7,200 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 3,128,840 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 19,228,000 | 506,000 | SH | SOLE | 506,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 5,842,991 | 23,550 | SH | SOLE | 23,550 | 0 | 0 | ||
GSK PLC | SPONSORED ADR | 37733W204 | 1,827,280 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 11,908,080 | 88,800 | SH | SOLE | 88,800 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 757,755 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 10,204,380 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 1,213,805 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 7,758,630 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 22,493,724 | 204,600 | SH | SOLE | 204,600 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 6,216,672 | 61,600 | SH | SOLE | 61,600 | 0 | 0 | ||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 4,859,400 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
SK TELECOM LTD | SPONSORED ADR | 78440P306 | 988,114 | 47,990 | SH | SOLE | 47,990 | 0 | 0 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 9,646,792 | 193,400 | SH | SOLE | 193,400 | 0 | 0 | ||
TEMPLETON EMERGING MKTS FD | COM | 880191101 | 1,541,700 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 994,502 | 34,700 | SH | SOLE | 34,700 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 14,706,713 | 356,181 | SH | SOLE | 356,181 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 9,134,568 | 259,800 | SH | SOLE | 259,800 | 0 | 0 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 11,968,350 | 219,000 | SH | SOLE | 219,000 | 0 | 0 |