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
ALPHABET INC CAP STK CL A 02079K305 63,063 60,350 SH   SOLE   60,350 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 44,415 1,127,000 SH   SOLE   1,127,000 0 0
BAIDU INC SPON ADR REP A 056752108 36,827 232,200 SH   SOLE   232,200 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 3,144 65,500 SH   SOLE   65,500 0 0
D R HORTON INC COM 23331A109 32,407 935,000 SH   SOLE   935,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 50,916 2,300,750 SH   SOLE   2,300,750 0 0
EXXON MOBIL CORP COM 30231G102 135,187 1,982,500 SH   SOLE   1,982,500 0 0
GENERAL DYNAMICS CORP COM 369550108 1,776 11,300 SH   SOLE   11,300 0 0
GENERAL ELECTRIC CO COM 369604103 424 56,000 SH Call SOLE   0 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 382 10,000 SH   SOLE   10,000 0 0
JD COM INC SPON ADR CL A 47215P106 34,566 1,651,500 SH   SOLE   1,651,500 0 0
JOHNSON & JOHNSON COM 478160104 839 6,500 SH   SOLE   6,500 0 0
KIMBERLY CLARK CORP COM 494368103 105,691 927,600 SH   SOLE   927,600 0 0
KRAFT HEINZ CO COM 500754106 55,104 1,280,300 SH   SOLE   1,280,300 0 0
MONDELEZ INTL INC CL A 609207105 81,101 2,026,000 SH   SOLE   2,026,000 0 0
PROCTER AND GAMBLE CO COM 742718109 47,265 514,200 SH   SOLE   514,200 0 0
QUALCOMM INC COM 747525103 116,557 2,048,100 SH   SOLE   2,048,100 0 0
SCHLUMBERGER LTD COM 806857108 99,956 2,770,400 SH   SOLE   2,770,400 0 0
SEALED AIR CORP NEW COM 81211K100 100,663 2,889,300 SH   SOLE   2,889,300 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 764 28,500 SH   SOLE   28,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 941 25,500 SH   SOLE   25,500 0 0
UNITED TECHNOLOGIES CORP COM 913017109 26,620 250,000 SH   SOLE   250,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,027 48,700 SH   SOLE   48,700 0 0
WELLS FARGO CO NEW COM 949746101 106,545 2,312,181 SH   SOLE   2,312,181 0 0
YUM CHINA HLDGS INC COM 98850P109 56,364 1,681,000 SH   SOLE   1,681,000 0 0