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 | 110,617 | 475,300 | SH | SOLE | 475,300 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 42,215 | 24,097 | SH | SOLE | 24,097 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 232,154 | 71,280 | SH | SOLE | 71,280 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 109,893 | 342,251 | SH | SOLE | 342,251 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 82,939 | 625,060 | SH | SOLE | 625,060 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 245,392 | 1,178,748 | SH | SOLE | 1,178,748 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 61,291 | 994,008 | SH | SOLE | 994,008 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 326,578 | 1,195,554 | SH | SOLE | 1,195,554 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 115,194 | 4,427,131 | SH | SOLE | 4,427,131 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 19,153 | 116,459 | SH | SOLE | 116,459 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 147,193 | 1,115,777 | SH | SOLE | 1,115,777 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 176,246 | 792,400 | SH | SOLE | 792,400 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 44,956 | 656,000 | SH | SOLE | 656,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 40,516 | 1,237,893 | SH | SOLE | 1,237,893 | 0 | 0 | ||
| STRYKER CORPORATION | COM | 863667101 | 5,636 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 49,044 | 449,776 | SH | SOLE | 449,776 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPONSORED ADS | 88034P109 | 56,373 | 2,930,000 | SH | SOLE | 2,930,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 304,386 | 2,257,222 | SH | SOLE | 2,257,222 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 476,668 | 28,440,818 | SH | SOLE | 28,440,818 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 32,290 | 224,000 | SH | SOLE | 224,000 | 0 | 0 | ||