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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
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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   9,688,750 125,000 SH   SOLE   125,000 0 0
ALPHABET INC CAP STK CL A 02079K305   20,869,686 149,400 SH   SOLE   149,400 0 0
ALPHABET INC PUT 02079K305   5,601,569 401 SH Put SOLE   401 0 0
AMERICAN EXPRESS CO COM 025816109   13,900,628 74,200 SH   SOLE   74,200 0 0
BARRICK GOLD CORP COM 067901108   13,730,310 759,000 SH   SOLE   759,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,414,157 3,965 SH   SOLE   3,965 0 0
BHP GROUP LTD SPONSORED ADS 088606108   6,277,689 91,900 SH   SOLE   91,900 0 0
THE CIGNA GROUP COM 125523100   958,240 3,200 SH   SOLE   3,200 0 0
EXXON MOBIL CORP COM 30231G102   7,098,580 71,000 SH   SOLE   71,000 0 0
META PLATFORMS INC CL A 30303M102   849,504 2,400 SH   SOLE   2,400 0 0
FREEPORT-MCMORAN INC CL B 35671D857   22,055,517 518,100 SH   SOLE   518,100 0 0
GENERAL DYNAMICS CORP COM 369550108   21,038,463 81,020 SH   SOLE   81,020 0 0
GSK PLC SPONSORED ADR 37733W204   1,927,120 52,000 SH   SOLE   52,000 0 0
HALLIBURTON CO COM 406216101   5,549,025 153,500 SH   SOLE   153,500 0 0
INTEL CORP COM 458140100   1,256,250 25,000 SH   SOLE   25,000 0 0
JPMORGAN CHASE & CO COM 46625H100   12,264,210 72,100 SH   SOLE   72,100 0 0
OCCIDENTAL PETE CORP COM 674599105   12,539,100 210,000 SH   SOLE   210,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   805,230 9,000 SH   SOLE   9,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   8,694,320 569,000 SH   SOLE   569,000 0 0
PIONEER NAT RES CO COM 723787107   1,169,376 5,200 SH   SOLE   5,200 0 0
QUALCOMM INC COM 747525103   34,942,608 241,600 SH   SOLE   241,600 0 0
QUALCOMM INC PUT 747525103   10,847,250 750 SH Put SOLE   750 0 0
RTX CORPORATION COM 75513E101   799,330 9,500 SH   SOLE   9,500 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   14,469,560 108,500 SH   SOLE   108,500 0 0
SEALED AIR CORP NEW COM 81211K100   8,038,052 220,100 SH   SOLE   220,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   25,043,200 240,800 SH   SOLE   240,800 0 0
TEMPLETON EMERGING MKTS FD COM 880191101   953,473 81,633 SH   SOLE   81,633 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,696,247 54,700 SH   SOLE   54,700 0 0
WELLS FARGO CO NEW COM 949746101   19,588,625 397,981 SH   SOLE   397,981 0 0
WELLS FARGO CO NEW PUT 949746101   4,675,900 950 SH Put SOLE   950 0 0
YUM CHINA HLDGS INC COM 98850P109   9,873,461 232,700 SH   SOLE   232,700 0 0