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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,960 33,500 SH   SOLE   33,500 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 14,896 293,868 SH   SOLE   293,868 0 0
DEUTSCHE BANK A G NAMEN AKT D18190898 973 88,148 SH   SOLE   88,148 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 7,202 185,000 SH   SOLE   185,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 11,587 230,000 SH   SOLE   230,000 0 0
ISHARES TR JPMORGAN USD EMG 464288951 165,090 1,500,000 SH   SOLE   1,500,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 87,490 1,000,000 SH   SOLE   1,000,000 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 29,708 629,802 SH   SOLE   629,802 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 25,041 527,517 SH   SOLE   527,517 0 0
MODERNA INC COM 60770K107 577 1,500 SH   SOLE   1,500 0 0
OTIS WORLDWIDE CORP COM 68902V907 1,259 15,300 SH   SOLE   15,300 0 0
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 5,910 300,022 SH   SOLE   300,022 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 13,442 1,300,000 SH   SOLE   1,300,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 85,828 200,000 SH   SOLE   200,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 1,976 272,500 SH   SOLE   272,500 0 0
UBS GROUP AG SHS H42097107 2,979 185,000 SH   SOLE   185,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2,652 90,000 SH   SOLE   90,000 0 0