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 27,772 142,800 SH   SOLE   142,800 0 0
ALPHABET INC CAP STK CL C 02079K107 39,233 33,740 SH   SOLE   33,740 0 0
AMAZON COM INC COM 023135106 26,838 13,765 SH   SOLE   13,765 0 0
ANTHEM INC COM 036752103 39,042 171,959 SH   SOLE   171,959 0 0
APPLE INC COM 037833100 62,733 246,700 SH   SOLE   246,700 0 0
AT&T INC COM 00206R102 22,927 786,511 SH   SOLE   786,511 0 0
CIGNA CORP NEW COM 125523100 86,066 485,753 SH   SOLE   485,753 0 0
FACEBOOK INC CL A 30303M102 68,188 408,803 SH   SOLE   408,803 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,160 320,000 SH   SOLE   320,000 0 0
INTEL CORP COM 458140100 16,572 306,200 SH   SOLE   306,200 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 49,082 1,438,100 SH   SOLE   1,438,100 0 0
MICROSOFT CORP COM 594918104 23,026 146,000 SH   SOLE   146,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADS 82575P107 2,900 614,317 SH   SOLE   614,317 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,428 301,900 SH   SOLE   301,900 0 0
TESLA INC COM 88160R101 2,672 5,100 SH   SOLE   5,100 0 0
VALE S A SPONSORED ADS 91912E105 7,016 846,275 SH   SOLE   846,275 0 0