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
ACTIVISION BLIZZARD INC COM 00507V109 4,672 60,000 SH   SOLE   60,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,085 123,900 SH   SOLE   123,900 0 0
ALPHABET INC CAP STK CL A 02079K305 15,124 6,940 SH   SOLE   6,940 0 0
BARRICK GOLD CORPORATION CMN COM 067901108 708 40,000 SH   SOLE   40,000 0 0
BERKSHIRE HATHAWAY INC. CLASS B COM 084670702 1,083 3,965 SH   SOLE   3,965 0 0
BHP GROUP LTD SPONSORED ADS 088606108 3,371 60,000 SH   SOLE   60,000 0 0
CIGNA CORP NEW COM 125523100 7,985 30,300 SH   SOLE   30,300 0 0
EQT CORP COM 26884L109 1,926 56,000 SH   SOLE   56,000 0 0
EXXON MOBIL CORPORATION CMN COM 30231G102 617 7,200 SH   SOLE   7,200 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,277 112,000 SH   SOLE   112,000 0 0
GENERAL DYNAMICS CORP COM 369550108 5,509 24,900 SH   SOLE   24,900 0 0
GSK PLC SPONSORED ADR 37733W105 2,829 65,000 SH   SOLE   65,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 8,097 110,000 SH Put SOLE   110,000 0 0
JD.COM, INC. SPONSORED ADR CMN COM 47215P106 867 13,500 SH   SOLE   13,500 0 0
JPMORGAN CHASE & CO COM 46625H100 7,804 69,300 SH   SOLE   69,300 0 0
MERCK & CO INC COM 58933Y105 5,789 63,500 SH   SOLE   63,500 0 0
META PLATFORMS INC CL A 30303M102 9,530 59,100 SH   SOLE   59,100 0 0
OCCIDENTAL PETE CORP COM 674599105 9,185 156,000 SH   SOLE   156,000 0 0
OTIS WORLDWIDE CORPORATION CMN COM 68902V107 1,343 19,000 SH   SOLE   19,000 0 0
OVINTIV INC COM 69047Q102 4,463 101,000 SH   SOLE   101,000 0 0
QUALCOMM INC COM 747525103 22,687 177,600 SH   SOLE   177,600 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 6,257 65,100 SH   SOLE   65,100 0 0
SEALED AIR CORP NEW COM 81211K100 8,162 141,400 SH   SOLE   141,400 0 0
SK TELECOM CO., LTD. ADR CMN COM 78440P306 535 23,990 SH   SOLE   23,990 0 0
VANECK GOLD MINERS ETF ETF ETF 92189F106 950 34,700 SH   SOLE   34,700 0 0
WELLS FARGO CO NEW COM 949746101 19,279 492,181 SH   SOLE   492,181 0 0
WESTROCK CO COM 96145D105 9,554 239,800 SH   SOLE   239,800 0 0
YUM CHINA HLDGS INC COM 98850P109 15,132 312,000 SH   SOLE   312,000 0 0