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

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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 90,340,000 307,300 SH   SOLE   307,300 0 0
ALPHABET INC CAP STK CL C 02079K107 39,958,000 27,190 SH   SOLE   27,190 0 0
AMAZON COM INC COM 023135106 290,691,000 92,320 SH   SOLE   92,320 0 0
ANTHEM INC COM 036752103 110,191,000 410,259 SH   SOLE   410,259 0 0
APPLE INC COM 037833100 70,883,000 612,060 SH   SOLE   612,060 0 0
BAIDU INC SPON ADR REP A 056752108 18,254,000 144,200 SH   SOLE   144,200 0 0
CIGNA CORP NEW COM 125523100 215,430,000 1,271,648 SH   SOLE   1,271,648 0 0
CITIGROUP INC COM NEW 172967424 53,414,000 1,239,008 SH   SOLE   1,239,008 0 0
FACEBOOK INC CL A 30303M102 152,020,000 580,451 SH   SOLE   580,451 0 0
FREEPORT-MCMORAN INC CL B 35671D857 69,240,000 4,427,131 SH   SOLE   4,427,131 0 0
HCA HEALTHCARE INC COM 40412C101 17,664,000 141,672 SH   SOLE   141,672 0 0
INTEL CORP COM 458140100 19,366,000 374,000 SH   SOLE   374,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 101,077,000 1,091,777 SH   SOLE   1,091,777 0 0
MICROSOFT CORP COM 594918104 91,998,000 437,400 SH   SOLE   437,400 0 0
MORGAN STANLEY COM NEW 617446448 21,419,000 443,000 SH   SOLE   443,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 15,140,000 698,000 SH   SOLE   698,000 0 0
SOUTHWEST AIRLS CO COM 844741108 27,220,000 725,858 SH   SOLE   725,858 0 0
STRYKER CORPORATION COM 863667101 4,793,000 23,000 SH   SOLE   23,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 36,463,000 449,776 SH   SOLE   449,776 0 0
T-MOBILE US INC COM 872590104 243,141,000 2,126,100 SH   SOLE   2,126,100 0 0
VALE S A SPONSORED ADS 91912E105 196,960,000 18,616,275 SH   SOLE   18,616,275 0 0