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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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   916,850 11,000 SH   SOLE   11,000 0 0
ALPHABET INC CAP STK CL A 02079K305   23,724,540 198,200 SH   SOLE   198,200 0 0
AMERICAN EXPRESS CO COM 025816109   18,569,720 106,600 SH   SOLE   106,600 0 0
BARRICK GOLD CORP COM 067901108   12,849,870 759,000 SH   SOLE   759,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,352,065 3,965 SH   SOLE   3,965 0 0
BHP GROUP LTD SPONSORED ADS 088606108   5,483,673 91,900 SH   SOLE   91,900 0 0
FREEPORT-MCMORAN INC CL B 35671D857   19,444,000 486,100 SH   SOLE   486,100 0 0
GENERAL DYNAMICS CORP COM 369550108   15,867,313 73,750 SH   SOLE   73,750 0 0
GSK PLC SPONSORED ADR 37733W204   1,853,280 52,000 SH   SOLE   52,000 0 0
HALLIBURTON CO COM 406216101   3,084,565 93,500 SH   SOLE   93,500 0 0
INTEL CORP COM 458140100   836,000 25,000 SH   SOLE   25,000 0 0
JD.COM INC SPON ADR CL A 47215P106   460,755 13,500 SH   SOLE   13,500 0 0
JPMORGAN CHASE & CO COM 46625H100   10,486,224 72,100 SH   SOLE   72,100 0 0
META PLATFORMS INC CL A 30303M102   688,752 2,400 SH   SOLE   2,400 0 0
OCCIDENTAL PETE CORP COM 674599105   12,112,800 206,000 SH   SOLE   206,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   801,090 9,000 SH   SOLE   9,000 0 0
QUALCOMM INC COM 747525103   28,760,064 241,600 SH   SOLE   241,600 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   6,034,336 61,600 SH   SOLE   61,600 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   5,308,800 48,000 SH   SOLE   48,000 0 0
SEALED AIR CORP NEW COM 81211K100   8,804,000 220,100 SH   SOLE   220,100 0 0
SK TELECOM LTD SPONSORED ADR 78440P306   936,285 47,990 SH   SOLE   47,990 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   22,969,392 227,600 SH   SOLE   227,600 0 0
TEMPLETON EMERGING MKTS FD COM 880191101   1,598,400 135,000 SH   SOLE   135,000 0 0
THE CIGNA GROUP COM 125523100   897,920 3,200 SH   SOLE   3,200 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,647,017 54,700 SH   SOLE   54,700 0 0
WELLS FARGO CO NEW COM 949746101   16,985,829 397,981 SH   SOLE   397,981 0 0
YUM CHINA HLDGS INC COM 98850P109   6,130,250 108,500 SH   SOLE   108,500 0 0