The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 4,703 | 254,755 | SH | SOLE | 254,755 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 13,966 | 345,700 | SH | SOLE | 345,700 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,763 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| CMS ENERGY CORP | COM | 125896100 | 11,295 | 227,500 | SH | SOLE | 227,500 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 7,670 | 274,600 | SH | SOLE | 274,600 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 14,605 | 140,985 | SH | SOLE | 140,985 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 12,801 | 1,244,008 | SH | SOLE | 1,244,008 | 0 | 0 | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | 36,375 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,414 | 107,596 | SH | SOLE | 107,596 | 0 | 0 | ||
| NEWMONT MINING CORP | COM | 651639106 | 19,626 | 566,400 | SH | SOLE | 566,400 | 0 | 0 | ||
| REALTY INCOME CORP | COM | 756109104 | 6,260 | 99,300 | SH | SOLE | 99,300 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 4,687 | 34,222 | SH | SOLE | 34,222 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 4,495 | 25,246 | SH | SOLE | 25,246 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P HOMEBUILD | 78464A888 | 2,341 | 71,986 | SH | SOLE | 71,986 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 4,924 | 46,966 | SH | SOLE | 46,966 | 0 | 0 | ||