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 | 5,837,238 | 68,200 | SH | SOLE | 68,200 | 0 | 0 | ||
ALIBABA GROUP HOLDINGS LTD | SPONSORED ADS | 01609W102 | 1,123,980 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 26,430,404 | 254,800 | SH | SOLE | 254,800 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 13,113,525 | 79,500 | SH | SOLE | 79,500 | 0 | 0 | ||
BARRICK GOLD CO | COM | 067901108 | 8,356,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,224,273 | 3,965 | SH | SOLE | 3,965 | 0 | 0 | ||
BHP GROUP LTD | SPONSORED ADS | 088606108 | 2,916,860 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
THE CIGNA GROUP | COM | 125523100 | 817,696 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 1,589,550 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 9,654,760 | 236,000 | SH | SOLE | 236,000 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 5,602,556 | 24,550 | SH | SOLE | 24,550 | 0 | 0 | ||
GSK PLC | SPONSORED ADR | 37733W204 | 1,850,160 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 6,789,151 | 52,100 | SH | SOLE | 52,100 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 592,515 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 12,423,570 | 199,000 | SH | SOLE | 199,000 | 0 | 0 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 759,600 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
OVINTIV INC | COM | 69047Q102 | 4,979,040 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 27,633,828 | 216,600 | SH | SOLE | 216,600 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 6,032,488 | 61,600 | SH | SOLE | 61,600 | 0 | 0 | ||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 6,128,850 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
SK TELECOM CO | SPONSORED ADS | 78440P306 | 984,275 | 47,990 | SH | SOLE | 47,990 | 0 | 0 | ||
SEALED AIR CORP NEW | COM | 81211K100 | 8,878,994 | 193,400 | SH | SOLE | 193,400 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 17,022,660 | 183,000 | SH | SOLE | 183,000 | 0 | 0 | ||
TEMPLETON EMERGING MKTS FD | COM | 880191101 | 1,579,500 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 1,769,545 | 54,700 | SH | SOLE | 54,700 | 0 | 0 | ||
WELLS FARGO & CO NEW | COM | 949746101 | 9,493,810 | 253,981 | SH | SOLE | 253,981 | 0 | 0 | ||
YUM CHINA HOLDINGS INC | COM | 98850P109 | 6,877,815 | 108,500 | SH | SOLE | 108,500 | 0 | 0 |