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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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
AMERICAN EXPRESS CO COM 025816109 794 8,000 SH Put SOLE   0 0 0
AMERICAN EXPRESS CO COM 025816109 51,542 519,000 SH   SOLE   519,000 0 0
AMERICAN EXPRESS CO COM 025816109 49,953 503,000 SH Put SOLE   0 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 43,791 735,000 SH   SOLE   735,000 0 0
APPLE INC COM 037833100 69,807 412,500 SH   SOLE   412,500 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 52,952 1,526,000 SH   SOLE   1,526,000 0 0
BANK AMER CORP COM 060505104 45,201 1,531,200 SH   SOLE   1,531,200 0 0
BANK AMER CORP COM 060505104 42,096 1,426,000 SH Put SOLE   0 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 5,029 99,500 SH   SOLE   99,500 0 0
CORNING INC COM 219350105 1,472 46,000 SH Put SOLE   0 0 0
CORNING INC COM 219350105 2,927 91,500 SH   SOLE   91,500 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 76,893 3,213,250 SH   SOLE   3,213,250 0 0
EXXON MOBIL CORP COM 30231G102 132,344 1,582,300 SH   SOLE   1,582,300 0 0
FLUOR CORP NEW COM 343412102 117,297 2,271,000 SH   SOLE   2,271,000 0 0
GENERAL DYNAMICS CORP COM 369550108 305 1,500 SH   SOLE   1,500 0 0
GILEAD SCIENCES INC COM 375558103 87,258 1,218,000 SH   SOLE   1,218,000 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 355 10,000 SH   SOLE   10,000 0 0
ISHARES TR JPMORGAN USD EMG 464288281 16,427 485,000 SH Put SOLE   0 0 0
JD COM INC SPON ADR CL A 47215P106 109,245 2,637,500 SH   SOLE   2,637,500 0 0
MACYS INC COM 55616P104 40,102 1,592,000 SH   SOLE   1,592,000 0 0
NVIDIA CORP COM 67066G104 84,173 435,000 SH Put SOLE   0 0 0
QUALCOMM INC COM 747525103 41,613 650,000 SH   SOLE   650,000 0 0
SALESFORCE COM INC COM 79466L302 17,379 170,000 SH Put SOLE   0 0 0
SCHLUMBERGER LTD COM 806857108 94,818 1,407,000 SH   SOLE   1,407,000 0 0
SEALED AIR CORP NEW COM 81211K100 127,934 2,595,000 SH   SOLE   2,595,000 0 0
SEALED AIR CORP NEW COM 81211K100 58,026 1,177,000 SH Put SOLE   0 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 558 20,000 SH   SOLE   20,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,931 48,700 SH   SOLE   48,700 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 957 41,200 SH   SOLE   41,200 0 0
WELLS FARGO CO NEW COM 949746101 145,061 2,390,981 SH   SOLE   2,390,981 0 0
WILLIAMS SONOMA INC COM 969904101 47,740 923,400 SH   SOLE   923,400 0 0
ASSURED GUARANTY LTD COM G0585R106 17,415 150,000 SH Put SOLE   0 0 0