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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 916,850 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
ALPHABET INC | CAP STK CL A | 02079K305 | 23,724,540 | 198,200 | SH | SOLE | 198,200 | 0 | 0 | |||
AMERICAN EXPRESS CO | COM | 025816109 | 18,569,720 | 106,600 | SH | SOLE | 106,600 | 0 | 0 | |||
BARRICK GOLD CORP | COM | 067901108 | 12,849,870 | 759,000 | SH | SOLE | 759,000 | 0 | 0 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,352,065 | 3,965 | SH | SOLE | 3,965 | 0 | 0 | |||
BHP GROUP LTD | SPONSORED ADS | 088606108 | 5,483,673 | 91,900 | SH | SOLE | 91,900 | 0 | 0 | |||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 19,444,000 | 486,100 | SH | SOLE | 486,100 | 0 | 0 | |||
GENERAL DYNAMICS CORP | COM | 369550108 | 15,867,313 | 73,750 | SH | SOLE | 73,750 | 0 | 0 | |||
GSK PLC | SPONSORED ADR | 37733W204 | 1,853,280 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
HALLIBURTON CO | COM | 406216101 | 3,084,565 | 93,500 | SH | SOLE | 93,500 | 0 | 0 | |||
INTEL CORP | COM | 458140100 | 836,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
JD.COM INC | SPON ADR CL A | 47215P106 | 460,755 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | |||
JPMORGAN CHASE & CO | COM | 46625H100 | 10,486,224 | 72,100 | SH | SOLE | 72,100 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 688,752 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | |||
OCCIDENTAL PETE CORP | COM | 674599105 | 12,112,800 | 206,000 | SH | SOLE | 206,000 | 0 | 0 | |||
OTIS WORLDWIDE CORP | COM | 68902V107 | 801,090 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||
QUALCOMM INC | COM | 747525103 | 28,760,064 | 241,600 | SH | SOLE | 241,600 | 0 | 0 | |||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 6,034,336 | 61,600 | SH | SOLE | 61,600 | 0 | 0 | |||
RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 5,308,800 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | |||
SEALED AIR CORP NEW | COM | 81211K100 | 8,804,000 | 220,100 | SH | SOLE | 220,100 | 0 | 0 | |||
SK TELECOM LTD | SPONSORED ADR | 78440P306 | 936,285 | 47,990 | SH | SOLE | 47,990 | 0 | 0 | |||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 22,969,392 | 227,600 | SH | SOLE | 227,600 | 0 | 0 | |||
TEMPLETON EMERGING MKTS FD | COM | 880191101 | 1,598,400 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | |||
THE CIGNA GROUP | COM | 125523100 | 897,920 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | |||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 1,647,017 | 54,700 | SH | SOLE | 54,700 | 0 | 0 | |||
WELLS FARGO CO NEW | COM | 949746101 | 16,985,829 | 397,981 | SH | SOLE | 397,981 | 0 | 0 | |||
YUM CHINA HLDGS INC | COM | 98850P109 | 6,130,250 | 108,500 | SH | SOLE | 108,500 | 0 | 0 |