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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   954,140 11,000 SH   SOLE   11,000 0 0
ALPHABET INC CAP STK CL A 02079K305   20,309,472 155,200 SH   SOLE   155,200 0 0
ALPHABET INC CAP STK CL A 02079K305   5,260,572 402 SH Put SOLE   402 0 0
ALPHABET INC CAP STK CL A 02079K305   5,234,400 400 SH Put SOLE   400 0 0
AMERICAN EXPRESS CO COM 025816109   11,069,898 74,200 SH   SOLE   74,200 0 0
BARRICK GOLD CORP COM 067901108   11,043,450 759,000 SH   SOLE   759,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,388,940 3,965 SH   SOLE   3,965 0 0
BHP GROUP LTD SPONSORED ADS 088606108   5,227,272 91,900 SH   SOLE   91,900 0 0
THE CIGNA GROUP COM 125523100   915,424 3,200 SH   SOLE   3,200 0 0
META PLATFORMS INC CL A 30303M102   720,504 2,400 SH   SOLE   2,400 0 0
FREEPORT-MCMORAN INC CL B 35671D857   19,319,949 518,100 SH   SOLE   518,100 0 0
GENERAL DYNAMICS CORP COM 369550108   16,296,538 73,750 SH   SOLE   73,750 0 0
GSK PLC SPONSORED ADR 37733W204   1,885,000 52,000 SH   SOLE   52,000 0 0
HALLIBURTON CO COM 406216101   6,216,750 153,500 SH   SOLE   153,500 0 0
INTEL CORP COM 458140100   888,750 25,000 SH   SOLE   25,000 0 0
JPMORGAN CHASE & CO COM 46625H100   10,455,942 72,100 SH   SOLE   72,100 0 0
JD.COM INC SPON ADR CL A 47215P106   393,255 13,500 SH   SOLE   13,500 0 0
OCCIDENTAL PETE CORP COM 674599105   13,365,280 206,000 SH   SOLE   206,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   722,790 9,000 SH   SOLE   9,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   7,800,990 569,000 SH   SOLE   569,000 0 0
QUALCOMM INC COM 747525103   26,832,096 241,600 SH   SOLE   241,600 0 0
RTX CORPORATION COM 75513E101   2,401,135 33,363 SH   SOLE   33,363 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   10,547,285 108,500 SH   SOLE   108,500 0 0
SEALED AIR CORP NEW COM 81211K100   7,232,486 220,100 SH   SOLE   220,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   20,925,520 240,800 SH   SOLE   240,800 0 0
TEMPLETON EMERGING MKTS FD COM 880191101   923,269 81,633 SH   SOLE   81,633 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,471,977 54,700 SH   SOLE   54,700 0 0
WELLS FARGO CO NEW COM 949746101   16,261,504 397,981 SH   SOLE   397,981 0 0
YUM CHINA HLDGS INC COM 98850P109   10,926,692 196,100 SH   SOLE   196,100 0 0