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
ABBOTT LABS COM 002824100 14,433 149,167 SH   SOLE   149,167 0 0
ACTIVISION BLIZZARD INC COM 00507V109 89,208 1,200,000 SH   SOLE   1,200,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 27,520 100,000 SH   SOLE   100,000 0 0
ALLSTATE CORP COM 020002101 11,581 93,000 SH   SOLE   93,000 0 0
ALLY FINL INC COM 02005N100 26 927 SH   SOLE   927 0 0
AMAZON COM INC COM 023135106 231 2,040 SH   SOLE   2,040 0 0
AMERICAN TOWER CORP NEW COM 03027X100 236 1,099 SH   SOLE   1,099 0 0
AMERIPRISE FINL INC COM 03076C106 87 346 SH   SOLE   346 0 0
APPLE INC COM 037833100 42,317 306,200 SH   SOLE   306,200 0 0
APPLIED MATLS INC COM 038222105 16,386 200,000 SH   SOLE   200,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 88 2,284 SH   SOLE   2,284 0 0
BK OF AMERICA CORP COM 060505104 30,470 1,008,945 SH   SOLE   1,008,945 0 0
BOOKING HOLDINGS INC COM 09857L108 8,216 5,000 SH   SOLE   5,000 0 0
BROADCOM INC COM 11135F101 71,042 160,000 SH   SOLE   160,000 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 114 1,240 SH   SOLE   1,240 0 0
CHEVRON CORP NEW COM 166764100 79,019 550,000 SH   SOLE   550,000 0 0
CISCO SYS INC COM 17275R102 20,000 500,000 SH   SOLE   500,000 0 0
CITIGROUP INC COM NEW 172967424 95,424 2,290,000 SH   SOLE   2,290,000 0 0
COCA COLA CO COM 191216100 11,204 200,000 SH   SOLE   200,000 0 0
CVS HEALTH CORP COM 126650100 9,537 100,000 SH   SOLE   100,000 0 0
D R HORTON INC COM 23331A109 216 3,205 SH   SOLE   3,205 0 0
DISCOVER FINL SVCS COM 254709108 1,459 16,046 SH   SOLE   16,046 0 0
EQUINIX INC COM 29444U700 45,792 80,500 SH   SOLE   80,500 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 87 1,301 SH   SOLE   1,301 0 0
FIDELITY NATL INFORMATN SV COM 31620M106 5,668 75,000 SH   SOLE   75,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109 60 348 SH   SOLE   348 0 0
GENERAL ELECTRIC CO COM NEW 369604301 4,334 70,000 SH   SOLE   70,000 0 0
GENERAL MTRS CO COM 37045V100 65 2,037 SH   SOLE   2,037 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 16,997 58,000 SH   SOLE   58,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 938 15,142 SH   SOLE   15,142 0 0
HONEYWELL INTL INC COM 438516106 8,349 50,000 SH   SOLE   50,000 0 0
HUMANA INC COM 444859102 11,159 23,000 SH   SOLE   23,000 0 0
INTEL CORP COM 458140100 25,770 1,000,000 SH   SOLE   1,000,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 16,495 88,000 SH   SOLE   88,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 125,917 3,610,000 SH   SOLE   3,610,000 0 0
JPMORGAN CHASE & CO COM 46625H100 25,908 247,928 SH   SOLE   247,928 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 20,328 825,000 SH   SOLE   825,000 0 0
LAS VEGAS SANDS CORP COM 517834107 50 1,333 SH   SOLE   1,333 0 0
LOWES COS INC COM 548661107 242 1,291 SH   SOLE   1,291 0 0
MARATHON OIL CORP COM 565849106 11,290 500,000 SH   SOLE   500,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 39,808 140,000 SH   SOLE   140,000 0 0
MCDONALDS CORP COM 580135101 11,770 51,010 SH   SOLE   51,010 0 0
META PLATFORMS INC CL A 30303M102 20,352 150,000 SH   SOLE   150,000 0 0
MICRON TECHNOLOGY INC COM 595112103 55,110 1,100,000 SH   SOLE   1,100,000 0 0
MICROSOFT CORP COM 594918104 3,785 16,252 SH   SOLE   16,252 0 0
MORGAN STANLEY COM NEW 617446448 32,454 410,753 SH   SOLE   410,753 0 0
NETFLIX INC COM 64110L106 4,709 20,000 SH   SOLE   20,000 0 0
NIKE INC CL B 654106103 15,211 183,000 SH   SOLE   183,000 0 0
NVIDIA CORPORATION COM 67066G104 46,128 380,000 SH   SOLE   380,000 0 0
OLIN CORP COM PAR $1 680665205 12,435 290,000 SH   SOLE   290,000 0 0
ORACLE CORP COM 68389X105 6,107 100,000 SH   SOLE   100,000 0 0
PPL CORP COM 69351T106 16,478 650,000 SH   SOLE   650,000 0 0
PROCTER AND GAMBLE CO COM 742718109 37,580 297,665 SH   SOLE   297,665 0 0
REGIONS FINANCIAL CORP NEW COM 7591EP100 540 26,899 SH   SOLE   26,899 0 0
S&P GLOBAL INC COM 78409V104 15,268 50,000 SH   SOLE   50,000 0 0
SALESFORCE INC COM 79466L302 386 2,683 SH   SOLE   2,683 0 0
SCHWAB CHARLES CORP COM 808513105 35,935 500,000 SH   SOLE   500,000 0 0
TESLA INC COM 88160R101 47,745 180,000 SH   SOLE   180,000 0 0
TEXAS INSTRS INC COM 882508104 29,408 190,000 SH   SOLE   190,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 27,895 55,000 SH   SOLE   55,000 0 0
TYSON FOODS INC CL A 902494103 33 508 SH   SOLE   508 0 0
UNITEDHEALTH GROUP INC COM 91324P102 76,295 151,067 SH   SOLE   151,067 0 0
US BANCORP DEL COM NEW 902973304 220 5,461 SH   SOLE   5,461 0 0
WALMART INC COM 931142103 51 390 SH   SOLE   390 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 9,568 335,000 SH   SOLE   335,000 0 0
ZOETIS INC CL A 98978V103 12,605 85,000 SH   SOLE   85,000 0 0