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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AbbVie Inc Common Stock 00287Y109 2,015 23,000 SH   SOLE None 23,000 0 0
Activision Blizzard Inc Common Stock 00507V109 810 10,000 SH   SOLE None 10,000 0 0
Advanced Micro Devices Inc Common Stock 007903107 1,312 16,000 SH   SOLE None 16,000 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102 2,999 10,200 SH   SOLE None 10,200 0 0
Alphabet Inc CAP STK CL A 02079K305 2,785 1,900 SH   SOLE None 1,900 0 0
Amazon.com Inc Common Stock 023135106 4,093 1,300 SH   SOLE None 1,300 0 0
AT&T Inc Common Stock 00206R102 855 30,000 SH   SOLE None 30,000 0 0
Beyond Meat Inc Common Stock 08862E109 830 5,000 SH   SOLE None 5,000 0 0
Bristol-Myers Squibb Co Common Stock 110122108 1,688 28,000 SH   SOLE None 28,000 0 0
Builders FirstSource Inc Common Stock 12008R107 979 30,000 SH   SOLE None 30,000 0 0
China Life Insurance Co Ltd SPON ADR REP H 16939P106 4,188 370,000 SH   SOLE None 370,000 0 0
Cloudflare Inc CL A COM 18915M107 821 20,000 SH   SOLE None 20,000 0 0
CME Group Inc COM CL A 12572Q105 1,422 8,500 SH   SOLE None 8,500 0 0
CNX Resources Corp Common Stock 12653C108 3,715 393,500 SH   SOLE None 393,500 0 0
CVS Health Corp Common Stock 126650100 1,869 32,000 SH   SOLE None 32,000 0 0
Deere & Co Common Stock 244199105 1,330 6,000 SH   SOLE None 6,000 0 0
DocuSign Inc Common Stock 256163106 753 3,500 SH   SOLE None 3,500 0 0
Enbridge Inc Common Stock 29250N105 934 32,000 SH   SOLE None 32,000 0 0
EQT Corp Common Stock 26884L109 1,810 140,000 SH   SOLE None 140,000 0 0
Etsy Inc Common Stock 29786A106 730 6,000 SH   SOLE None 6,000 0 0
Facebook Inc CL A 30303M102 3,588 13,700 SH   SOLE None 13,700 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 1,147 46,000 SH   SOLE None 46,000 0 0
HCA Healthcare Inc Common Stock 40412C101 1,496 12,000 SH   SOLE None 12,000 0 0
HDFC Bank Ltd SPONSORED ADS 40415F101 3,547 71,000 SH   SOLE None 71,000 0 0
Intel Corp Common Stock 458140100 1,191 23,000 SH   SOLE None 23,000 0 0
Intuitive Surgical Inc Common Stock 46120E602 1,561 2,200 SH   SOLE None 2,200 0 0
Lockheed Martin Corp Common Stock 539830109 2,300 6,000 SH   SOLE None 6,000 0 0
Microsoft Corp Common Stock 594918104 3,933 18,700 SH   SOLE None 18,700 0 0
NetEase Inc SPONSORED ADS 64110W102 546 6,000 SH   SOLE None 6,000 0 0
Netflix Inc Common Stock 64110L106 2,600 5,200 SH   SOLE None 5,200 0 0
NIO Inc SPON ADS 62914V106 637 30,000 SH   SOLE None 30,000 0 0
ONEOK Inc COM 682680103 390 15,000 SH   SOLE None 15,000 0 0
Petroleo Brasileiro SA SPONSORED ADR 71654V408 5,217 732,700 SH   SOLE None 732,700 0 0
Southern Co/The Common Stock 842587107 1,193 22,000 SH   SOLE None 22,000 0 0
Southwestern Energy Co Common Stock 845467109 1,833 780,000 SH   SOLE None 780,000 0 0
Square Inc CL A 852234103 1,544 9,500 SH   SOLE None 9,500 0 0
StoneCo Ltd CL A G85158106 4,903 92,700 SH   SOLE None 92,700 0 0
SYNNEX Corp Common Stock 87162W100 980 7,000 SH   SOLE None 7,000 0 0
TC Energy Corp Common Stock 87807B107 1,513 36,000 SH   SOLE None 36,000 0 0
Tractor Supply Co Common Stock 892356106 1,032 7,200 SH   SOLE None 7,200 0 0
UnitedHealth Group Inc Common Stock 91324P102 1,871 6,000 SH   SOLE None 6,000 0 0
Vale SA ADR 91912E105 4,126 390,000 SH   SOLE None 390,000 0 0
Vedanta Ltd SPONSORED ADR 92242Y100 3,141 425,000 SH   SOLE None 425,000 0 0
Visa Inc COM CL A 92826C839 2,300 11,500 SH   SOLE None 11,500 0 0