ACCENTURE PLC CMN CLASS A COM G1151C101 7713481 38900 SH SOLE 38900 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11429406 91100 SH SOLE 91100 0 0 ALPHABET INC CAP STK CL A 02079K305 1380288 4800 SH SOLE 4800 0 0 AMERICAN EXPRESS CO COM 025816109 21143352 69900 SH SOLE 69900 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1320830 1000 SH SOLE 1000 0 0 BHP GROUP LTD SPONSORED ADS 088606108 8496032 116800 SH SOLE 116800 0 0 DIAMONDBACK ENERGY INC CMN COM 25278X109 8742318 44200 SH SOLE 44200 0 0 DUPONT DE NEMOURS INC COM 26614N102 7511200 164000 SH SOLE 164000 0 0 EXPAND ENERGY CORPORATION COM 165167735 27445000 250000 SH SOLE 250000 0 0 GENERAL DYNAMICS CORP COM 369550108 22968282 66920 SH SOLE 66920 0 0 GENERAL MILLS INC CMN COM 370334104 837450 22500 SH SOLE 22500 0 0 HALLIBURTON CO COM 406216101 779800 20000 SH SOLE 20000 0 0 J. M. SMUCKER COMPANY (THE) CMN COM 832696405 17725672 183800 SH SOLE 183800 0 0 JPMORGAN CHASE & CO. COM 46625H100 1470800 5000 SH SOLE 5000 0 0 KENVUE INC. CMN COM 49177J102 10464680 607000 SH SOLE 607000 0 0 KIMBERLY-CLARK CORP COM 494368103 23895619 247700 SH SOLE 247700 0 0 MICROSOFT CORPORATION CMN COM 594918104 14991885 40500 SH SOLE 40500 0 0 MONDELEZ INTL INC COM 609207105 25113748 435700 SH SOLE 435700 0 0 OCCIDENTAL PETE CORP COM 674599105 1170000 18000 SH SOLE 18000 0 0 OTIS WORLDWIDE CORP COM 68902V107 840172 10900 SH SOLE 10900 0 0 PEPSICO, INC. CMN COM 713448108 9783270 63000 SH SOLE 63000 0 0 QUALCOMM INC COM 747525103 23012986 178700 SH SOLE 178700 0 0 RTX CORPORATION COM 75513E101 1350300 7000 SH SOLE 7000 0 0 SEALED AIR CORP NEW COM 81211K100 5032039 119668 SH SOLE 119668 0 0 SLB LTD CMN COM 806857108 34302825 667500 SH SOLE 667500 0 0 SMURFIT WESTROCK PLC SHS G8267P108 18299120 459200 SH SOLE 459200 0 0 SPDR GOLD TR GOLD SHS 78463V107 2796885 6500 SH SOLE 6500 0 0 THE KRAFT HEINZ CO CMN COM 500754106 629720 28000 SH SOLE 28000 0 0 THE PROGRESSIVE CORPORATION CMN COM 743315103 12290880 62000 SH SOLE 62000 0 0 UNILEVER PLC SPONSORED ADR CMN COM 904767803 5246937 92100 SH SOLE 92100 0 0 YUM CHINA HLDGS INC COM 98850P109 28492398 584100 SH SOLE 584100 0 0