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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 39,098 168,000 SH   SOLE   168,000 0 0
ALPHABET INC CAP STK CL A 02079K305 29,076 16,590 SH   SOLE   16,590 0 0
ANALOG DEVICES INC COM 032654105 949 6,425 SH   SOLE   6,425 0 0
BAIDU INC SPON ADR REP A 056752108 61,532 284,555 SH   SOLE   284,555 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 14,154 161,414 SH   SOLE   161,414 0 0
BK OF AMERICA CORP COM 060505104 34,940 1,152,781 SH   SOLE   1,152,781 0 0
BOOKING HOLDINGS INC COM 09857L108 4,746 2,131 SH   SOLE   2,131 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,253 149,185 SH   SOLE   149,185 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 6,494 154,620 SH   SOLE   154,620 0 0
CHEVRON CORP NEW COM 166764100 9,255 109,600 SH   SOLE   109,600 0 0
CITIGROUP INC COM NEW 172967424 17,311 280,762 SH   SOLE   280,762 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 12,547 312,053 SH   SOLE   312,053 0 0
DISNEY WALT CO COM 254687106 40,144 221,572 SH   SOLE   221,572 0 0
FACEBOOK INC CL A 30303M102 53,379 195,413 SH   SOLE   195,413 0 0
GENERAL MTRS CO COM 37045V100 14,110 338,870 SH   SOLE   338,870 0 0
II-VI INC COM 902104108 1,728 22,755 SH   SOLE   22,755 0 0
INCYTE CORP COM 45337C102 2,696 31,000 SH   SOLE   31,000 0 0
IQIYI INC SPONSORED ADS 46267X108 7,554 432,178 SH   SOLE   432,178 0 0
ISHARES INC MSCI THAILND ETF 464286624 6,003 77,900 SH   SOLE   77,900 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780 5,440 253,260 SH   SOLE   253,260 0 0
ISHARES INC MSCI MEXICO ETF 464286822 1,036 24,100 SH   SOLE   24,100 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 10,505 283,400 SH   SOLE   283,400 0 0
ISHARES TR CHINA SM-CAP ETF 46429B200 23,316 474,426 SH   SOLE   474,426 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 2,450 12,500 SH   SOLE   12,500 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 4,110 175,500 SH   SOLE   175,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 995 7,540 SH   SOLE   7,540 0 0
LOCKHEED MARTIN CORP COM 539830109 25,913 73,000 SH   SOLE   73,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,591 9,125 SH   SOLE   9,125 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,137 44,960 SH   SOLE   44,960 0 0
MERCK & CO. INC COM 58933Y105 3,717 45,450 SH   SOLE   45,450 0 0
ON SEMICONDUCTOR CORP COM 682189105 17,973 549,141 SH   SOLE   549,141 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 8,695 98,200 SH   SOLE   98,200 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 6,681 176,280 SH   SOLE   176,280 0 0
SPDR SER TR S&P REGL BKG 78464A698 19,935 383,750 SH   SOLE   383,750 0 0
TOTAL SE SPONSORED ADS 89151E109 6,800 162,260 SH   SOLE   162,260 0 0
TRIP COM GROUP LTD ADS 89677Q107 28,215 836,500 SH   SOLE   836,500 0 0
VIACOMCBS INC CL B 92556H206 6,132 164,600 SH   SOLE   164,600 0 0
VIAVI SOLUTIONS INC COM 925550105 337 22,540 SH   SOLE   22,540 0 0
VISA INC COM CL A 92826C839 9,864 45,098 SH   SOLE   45,098 0 0
VULCAN MATLS CO COM 929160109 11,664 78,650 SH   SOLE   78,650 0 0