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
ALPHABET INC CAP STK CL A 02079K305 36,699 32,500 SH   SOLE   32,500 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 59,754 1,127,000 SH   SOLE   1,127,000 0 0
APPLE INC COM 037833100 40,632 219,500 SH   SOLE   219,500 0 0
APPLIED MATLS INC COM 038222105 15,474 335,000 SH   SOLE   335,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 5,127 115,500 SH   SOLE   115,500 0 0
CORNING INC COM 219350105 1,692 61,500 SH   SOLE   61,500 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 35,140 1,411,250 SH   SOLE   1,411,250 0 0
EXXON MOBIL CORP COM 30231G102 156,509 1,891,800 SH   SOLE   1,891,800 0 0
GENERAL DYNAMICS CORP COM 369550108 1,025 5,500 SH   SOLE   5,500 0 0
GENERAL ELECTRIC CO COM 369604103 762 56,000 SH Call SOLE   0 0 0
GENERAL ELECTRIC CO COM 369604103 762 56,000 SH Call SOLE   0 0 0
GILEAD SCIENCES INC COM 375558103 65,173 920,000 SH   SOLE   920,000 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 403 10,000 SH   SOLE   10,000 0 0
JD COM INC SPON ADR CL A 47215P106 82,048 2,106,500 SH   SOLE   2,106,500 0 0
JOHNSON & JOHNSON COM 478160104 129,106 1,064,000 SH   SOLE   1,064,000 0 0
KIMBERLY CLARK CORP COM 494368103 134,751 1,279,200 SH   SOLE   1,279,200 0 0
KRAFT HEINZ CO COM 500754106 58,800 936,000 SH   SOLE   936,000 0 0
MONDELEZ INTL INC CL A 609207105 79,253 1,933,000 SH   SOLE   1,933,000 0 0
NVIDIA CORP COM 67066G104 15,399 65,000 SH Put SOLE   0 0 0
PROCTER AND GAMBLE CO COM 742718109 93,953 1,203,600 SH   SOLE   1,203,600 0 0
QUALCOMM INC COM 747525103 108,255 1,929,000 SH   SOLE   1,929,000 0 0
SCHLUMBERGER LTD COM 806857108 99,003 1,477,000 SH   SOLE   1,477,000 0 0
SEALED AIR CORP NEW COM 81211K100 108,545 2,557,000 SH   SOLE   2,557,000 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 665 28,500 SH   SOLE   28,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,146 58,700 SH   SOLE   58,700 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 919 41,200 SH   SOLE   41,200 0 0
WELLS FARGO CO NEW COM 949746101 113,274 2,043,181 SH   SOLE   2,043,181 0 0
YUM CHINA HLDGS INC COM 98850P109 39,537 1,028,000 SH   SOLE   1,028,000 0 0