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 5,070 68,200 SH   SOLE   68,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,911 123,900 SH   SOLE   123,900 0 0
ALPHABET INC CAP STK CL A 02079K305 13,276 138,800 SH   SOLE   138,800 0 0
BARRICK GOLD CORP COM 067901108 4,960 320,000 SH   SOLE   320,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,059 3,965 SH   SOLE   3,965 0 0
BHP GROUP LTD SPONSORED ADS 088606108 3,002 60,000 SH   SOLE   60,000 0 0
CIGNA CORP NEW COM 125523100 5,078 18,300 SH   SOLE   18,300 0 0
EXXON MOBIL CORP COM 30231G102 629 7,200 SH   SOLE   7,200 0 0
FREEPORT-MCMORAN INC CL B 35671D857 10,577 387,000 SH   SOLE   387,000 0 0
GENERAL DYNAMICS CORP COM 369550108 5,283 24,900 SH   SOLE   24,900 0 0
GSK PLC SPONSORED ADR 37733W204 1,530 52,000 SH   SOLE   52,000 0 0
HALEON PLC SPON ADS 405552100 396 65,000 SH   SOLE   65,000 0 0
JD.COM INC SPON ADR CL A 47215P106 679 13,500 SH   SOLE   13,500 0 0
JPMORGAN CHASE & CO COM 46625H100 7,869 75,300 SH   SOLE   75,300 0 0
MERCK & CO INC COM 58933Y105 1,163 13,500 SH   SOLE   13,500 0 0
META PLATFORMS INC CL A 30303M102 10,366 76,400 SH   SOLE   76,400 0 0
OCCIDENTAL PETE CORP COM 674599105 9,586 156,000 SH   SOLE   156,000 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,212 19,000 SH   SOLE   19,000 0 0
OVINTIV INC COM 69047Q102 5,336 116,000 SH   SOLE   116,000 0 0
QUALCOMM INC COM 747525103 20,065 177,600 SH   SOLE   177,600 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 5,329 65,100 SH   SOLE   65,100 0 0
SCHLUMBERGER LTD COM STK 806857108 4,523 126,000 SH   SOLE   126,000 0 0
SEALED AIR CORP NEW COM 81211K100 6,294 141,400 SH   SOLE   141,400 0 0
SK TELECOM CO LTD SPONSORED ADR 78440P306 462 23,990 SH   SOLE   23,990 0 0
TEMPLETON EMERGING MKTS FD COM 880191101 933 90,000 SH   SOLE   90,000 0 0
VANECK GOLD MINERS ETF ETF ETF 92189F106 837 34,700 SH   SOLE   34,700 0 0
WELLS FARGO CO NEW COM 949746101 19,796 492,181 SH   SOLE   492,181 0 0
WESTROCK CO COM 96145D105 7,407 239,800 SH   SOLE   239,800 0 0
YUM CHINA HLDGS INC COM 98850P109 14,767 312,000 SH   SOLE   312,000 0 0