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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,042 | 67,700 | SH | SOLE | 67,700 | 0 | 0 | ||
| ALPHABET INC. CMN CLASS A | COM | 02079K305 | 1,391 | 480 | SH | SOLE | 480 | 0 | 0 | ||
| BARRICK GOLD CORPORATION CMN | COM | 067901108 | 1,045 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 12,168 | 27 | SH | SOLE | 27 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC. CLASS B | COM | 084670702 | 1,186 | 3,965 | SH | SOLE | 3,965 | 0 | 0 | ||
| BHP GROUP PLC | SPONSORED ADR | 05545E209 | 3,586 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 10,839 | 47,200 | SH | SOLE | 47,200 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 23,815 | 389,200 | SH | SOLE | 389,200 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 11,591 | 55,600 | SH | SOLE | 55,600 | 0 | 0 | ||
| GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 2,867 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 14,357 | 165,000 | SH | Put | SOLE | 165,000 | 0 | 0 | |
| JD.COM, INC. SPONSORED ADR CMN | COM | 47215P106 | 771 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| JOHNSON & JOHNSON CMN | COM | 478160104 | 1,369 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO CMN | COM | 46625H100 | 1,584 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| KELLOGG CO | COM | 487836108 | 15,525 | 241,000 | SH | SOLE | 241,000 | 0 | 0 | ||
| KIMBERLY-CLARK CORPORATION CMN | COM | 494368103 | 858 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 10,231 | 133,500 | SH | SOLE | 133,500 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 2,354 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| NEWMONT CORP CMN | COM | 651639106 | 1,054 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 8,167 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | ||
| OTIS WORLDWIDE CORPORATION CMN | COM | 68902V107 | 1,306 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| PFIZER INC. CMN | COM | 717081103 | 915 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 26,882 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | ||
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 20,482 | 238,000 | SH | SOLE | 238,000 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 14,735 | 218,400 | SH | SOLE | 218,400 | 0 | 0 | ||
| SK TELECOM CO., LTD. ADR CMN | COM | 78440P306 | 640 | 23,990 | SH | SOLE | 23,990 | 0 | 0 | ||
| VANECK GOLD MINERS ETF ETF | ETF | 92189F106 | 1,304 | 40,700 | SH | SOLE | 40,700 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 5,393 | 103,400 | SH | SOLE | 103,400 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 14,930 | 311,181 | SH | SOLE | 311,181 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 7,905 | 178,200 | SH | SOLE | 178,200 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 17,793 | 357,000 | SH | SOLE | 357,000 | 0 | 0 | ||