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 |
| FRONTLINE LTD | SHS NEW | G3682E192 | 2,904 | 437,982 | SH | SOLE | 360,032 | 0 | 0 | ||
| WILLIAMS COS INC | COM | 969457100 | 4,102 | 208,800 | SH | SOLE | 208,800 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 5,091 | 62,800 | SH | SOLE | 62,800 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 6,550 | 13,100 | SH | SOLE | 13,100 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 18,535 | 394,700 | SH | SOLE | 394,700 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 8,394 | 87,200 | SH | SOLE | 87,200 | 0 | 0 | ||
| FRANCO NEV CORP | COM | 351858105 | 1,968 | 14,100 | SH | SOLE | 14,100 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,761 | 3,100 | SH | SOLE | 3,100 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 8,799 | 5,988 | SH | SOLE | 5,988 | 0 | 0 | ||
| AGNICO EAGLE MINES LTD | COM | 008474108 | 2,682 | 33,698 | SH | SOLE | 33,698 | 0 | 0 | ||