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
ABB LTD SPONSORED ADR 000375204 882 44,500 SH   SOLE   44,500 0 0
AMERICAN EXPRESS CO COM 025816109 47,053 774,400 SH   SOLE   774,400 0 0
APPLE INC COM 037833100 65,180 681,800 SH   SOLE   681,800 0 0
ASHLAND INC NEW COM 044209104 102,203 890,500 SH   SOLE   890,500 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 91,838 3,042,000 SH   SOLE   3,042,000 0 0
BAIDU INC SPON ADR REP A 056752108 43,484 263,300 SH   SOLE   263,300 0 0
BANK AMER CORP COM 060505104 63,606 4,793,200 SH   SOLE   4,793,200 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 1,028 17,750 SH   SOLE   17,750 0 0
CITIZENS FINL GROUP INC COM 174610105 26,833 1,343,000 SH   SOLE   1,343,000 0 0
CORNING INC COM 219350105 44,585 2,177,000 SH   SOLE   2,177,000 0 0
E M C CORP MASS COM 268648102 35,829 1,318,690 SH   SOLE   1,318,690 0 0
EXXON MOBIL CORP COM 30231G102 34,665 369,800 SH   SOLE   369,800 0 0
GENERAL DYNAMICS CORP COM 369550108 376 2,700 SH   SOLE   2,700 0 0
GENERAL ELECTRIC CO COM 369604103 48,637 1,545,000 SH   SOLE   1,545,000 0 0
GILEAD SCIENCES INC COM 375558103 42,294 507,000 SH   SOLE   507,000 0 0
INTL PAPER CO COM 460146103 66,346 1,565,500 SH   SOLE   1,565,500 0 0
JD COM INC SPON ADR CL A 47215P106 34,042 1,603,500 SH   SOLE   1,603,500 0 0
JOHNSON & JOHNSON COM 478160104 70,160 578,400 SH   SOLE   578,400 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 99,983 1,101,743 SH   SOLE   1,101,743 0 0
MICROSOFT CORP COM 594918104 31,342 612,500 SH   SOLE   612,500 0 0
PROCTER & GAMBLE CO COM 742718109 296 3,500 SH   SOLE   3,500 0 0
QUALCOMM INC COM 747525103 66,534 1,242,000 SH   SOLE   1,242,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 871 33,200 SH   SOLE   33,200 0 0
TARGET CORP COM 87612E106 12,952 185,500 SH   SOLE   185,500 0 0
UNION PAC CORP COM 907818108 366 4,200 SH   SOLE   4,200 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 662 23,900 SH   SOLE   23,900 0 0
WELLS FARGO & CO NEW COM 949746101 97,248 2,054,681 SH   SOLE   2,054,681 0 0
WEYERHAEUSER CO COM 962166104 60,056 2,017,320 SH   SOLE   2,017,320 0 0