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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 4,807 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 13,480 | 123,900 | SH | SOLE | 123,900 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,009 | 2,520 | SH | SOLE | 2,520 | 0 | 0 | ||
| BARRICK GOLD CORPORATION CMN | COM | 067901108 | 981 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC. CLASS B | COM | 084670702 | 1,399 | 3,965 | SH | SOLE | 3,965 | 0 | 0 | ||
| BHP GROUP LTD | SPONSORED ADS | 088606108 | 4,635 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 11,310 | 47,200 | SH | SOLE | 47,200 | 0 | 0 | ||
| EQT CORP | COM | 26884L109 | 3,475 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 18,219 | 220,600 | SH | SOLE | 220,600 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 5,933 | 24,600 | SH | SOLE | 24,600 | 0 | 0 | ||
| GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 2,831 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 9,052 | 110,000 | SH | Put | SOLE | 110,000 | 0 | 0 | |
| JD.COM, INC. SPONSORED ADR CMN | COM | 47215P106 | 781 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
| JOHNSON & JOHNSON CMN | COM | 478160104 | 1,418 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO CMN | COM | 46625H100 | 1,636 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| KELLOGG CO | COM | 487836108 | 3,031 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 11,364 | 138,500 | SH | SOLE | 138,500 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 13,141 | 59,100 | SH | SOLE | 59,100 | 0 | 0 | ||
| NEWMONT CORP CMN | COM | 651639106 | 1,033 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| OTIS WORLDWIDE CORPORATION CMN | COM | 68902V107 | 1,462 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| OVINTIV INC | COM | 69047Q102 | 4,866 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 22,740 | 148,800 | SH | SOLE | 148,800 | 0 | 0 | ||
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 6,449 | 65,100 | SH | SOLE | 65,100 | 0 | 0 | ||
| SEALED AIR CORP NEW | COM | 81211K100 | 6,656 | 99,400 | SH | SOLE | 99,400 | 0 | 0 | ||
| SK TELECOM CO., LTD. ADR CMN | COM | 78440P306 | 615 | 23,990 | SH | SOLE | 23,990 | 0 | 0 | ||
| VANECK GOLD MINERS ETF ETF | GOLD MINES ETF | 92189F106 | 1,331 | 34,700 | SH | SOLE | 34,700 | 0 | 0 | ||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 4,629 | 103,400 | SH | SOLE | 103,400 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 19,005 | 392,181 | SH | SOLE | 392,181 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 8,381 | 178,200 | SH | SOLE | 178,200 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 16,533 | 398,000 | SH | SOLE | 398,000 | 0 | 0 | ||