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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALPHABET INCCAP STK CL A02079K30572,08561,250SH SOLE 61,25000
AMERICAN INTL GROUP INCCOM NEW02687478449,1751,142,000SH SOLE 1,142,00000
BAIDU INCSPON ADR REP A05675210829,426178,500SH SOLE 178,50000
CHINA MOBILE LIMITEDSPONSORED ADR16941M1092,83055,500SH SOLE 55,50000
D R HORTON INCCOM23331A10938,690935,000SH SOLE 935,00000
EMBRAER S ASPONSORED ADS29082A10743,7372,300,750SH SOLE 2,300,75000
EXXON MOBIL CORPCOM30231G102161,1311,994,200SH SOLE 1,994,20000
GENERAL DYNAMICS CORPCOM3695501081,91311,300SH SOLE 11,30000
GLAXOSMITHKLINE PLCSPONSORED ADR37733W10541810,000SH SOLE 10,00000
ISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF46428765563,839417,000SHPutSOLE 000
JD COM INCSPON ADR CL A47215P10648,3151,602,500SH SOLE 1,602,50000
JOHNSON & JOHNSONCOM4781601041,95714,000SH SOLE 14,00000
KIMBERLY CLARK CORPCOM4943681036945,600SH SOLE 5,60000
KRAFT HEINZ COCOM50075410636,3631,113,708SH SOLE 1,113,70800
NVIDIA CORPCOM67066G10416,87994,000SHPutSOLE 000
PROCTER AND GAMBLE COCOM7427181096876,600SH SOLE 6,60000
QUALCOMM INCCOM74752510364,9571,139,000SHPutSOLE 000
QUALCOMM INCCOM747525103132,4862,323,100SH SOLE 3,232,20000
SCHLUMBERGER LTDCOM806857108120,7062,770,400SH SOLE 2,770,40000
SEALED AIR CORP NEWCOM81211K100128,4102,787,883SH SOLE 2,787,88300
SK TELECOM LTDSPONSORED ADR78440P10869828,500SH SOLE 28,50000
UNITED TECHNOLOGIES CORPCOM91301710979,010613,000SH SOLE 613,00000
VANECK VECTORS ETF TRGOLD MINERS ETF92189F1061,36160,700SH SOLE 60,70000
WELLS FARGO CO NEWCOM949746101119,1662,466,181SH SOLE 2,466,18100
YUM CHINA HLDGS INCCOM98850P10975,4941,681,000SH SOLE 1,681,00000