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 HOLDING LTD | SPONSORED ADS | 01609W102 | 28,496 | 134,350 | SH | SOLE | 134,350 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 89,701 | 67,090 | SH | SOLE | 67,090 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 80,834 | 43,745 | SH | SOLE | 43,745 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 75,009 | 248,350 | SH | SOLE | 248,350 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 9,690 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| CIGNA CORPORATION | COM | 125523100 | 8,537 | 41,750 | SH | SOLE | 41,750 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 8,945 | 193,828 | SH | SOLE | 193,828 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 9,031 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 61,901 | 4,718,033 | SH | SOLE | 4,718,033 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 4,000 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| SIBANYE STILLWATER | SPONSORED ADR | 825724206 | 4,357 | 438,752 | SH | SOLE | 438,752 | 0 | 0 | ||
| UNITED AIRLINES HOLDINGS INC | COM | 910047109 | 59,831 | 679,208 | SH | SOLE | 679,208 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 25,576 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | 28,868 | 459,616 | SH | SOLE | 459,616 | 0 | 0 | ||