The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) 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