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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 66,285,000 | 307,300 | SH | SOLE | 307,300 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 24,088,000 | 17,040 | SH | SOLE | 17,040 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 158,880,000 | 57,590 | SH | SOLE | 57,590 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 45,827,000 | 174,259 | SH | SOLE | 174,259 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 32,212,000 | 88,300 | SH | SOLE | 88,300 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 25,920,000 | 216,200 | SH | SOLE | 216,200 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 91,629,000 | 488,295 | SH | SOLE | 488,295 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 18,141,000 | 355,008 | SH | SOLE | 355,008 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 81,925,000 | 360,790 | SH | SOLE | 360,790 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 28,876,000 | 2,495,787 | SH | SOLE | 2,495,787 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 12,973,000 | 133,656 | SH | SOLE | 133,656 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 57,252,000 | 667,813 | SH | SOLE | 667,813 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 53,381,000 | 262,300 | SH | SOLE | 262,300 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 9,771,000 | 493,000 | SH | SOLE | 493,000 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 22,661,000 | 693,000 | SH | SOLE | 693,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 3,760,000 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 135,395,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| T-MOBILE US INC | RIGHT 07/27/2020 | 872590112 | 92,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 25,534,000 | 449,776 | SH | SOLE | 449,776 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 14,808,000 | 1,436,275 | SH | SOLE | 1,436,275 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 99,751,000 | 832,781 | SH | SOLE | 832,781 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 10,382,000 | 93,100 | SH | SOLE | 93,100 | 0 | 0 | ||