The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 191,534 | 844,766 | SH | SOLE | 844,766 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 58,929 | 28,487 | SH | SOLE | 28,487 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 452,927 | 146,385 | SH | SOLE | 146,385 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 122,851 | 342,251 | SH | SOLE | 342,251 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 185,675 | 1,520,060 | SH | SOLE | 1,520,060 | 0 | 0 | ||
| BK OF AMERICA CORP | COM | 060505104 | 64,032 | 1,655,000 | SH | SOLE | 1,655,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 284,951 | 1,178,748 | SH | SOLE | 1,178,748 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 102,720 | 1,411,961 | SH | SOLE | 1,411,961 | 0 | 0 | ||
| COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 14,047 | 269,314 | SH | SOLE | 269,314 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 225,773 | 766,554 | SH | SOLE | 766,554 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 114,765 | 3,485,131 | SH | SOLE | 3,485,131 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 51,671 | 158,014 | SH | SOLE | 158,014 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 28,004 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 176,418 | 1,191,130 | SH | SOLE | 1,191,130 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 89,216 | 1,011,408 | SH | SOLE | 1,011,408 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 210,991 | 894,900 | SH | SOLE | 894,900 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 125,287 | 1,613,274 | SH | SOLE | 1,613,274 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 51,509 | 1,237,893 | SH | SOLE | 1,237,893 | 0 | 0 | ||
| STRYKER CORPORATION | COM | 863667101 | 5,602 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 97,966 | 4,781,161 | SH | SOLE | 4,781,161 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 315,619 | 2,519,105 | SH | SOLE | 2,519,105 | 0 | 0 | ||
| VALE SA SP ADR | SPONSORED ADS | 91912E105 | 191,808 | 11,036,162 | SH | SOLE | 11,036,162 | 0 | 0 | ||
| VIPSHOP HOLDINGS LIMITED | SPONSORED ADS | 92763W103 | 29,379 | 983,908 | SH | SOLE | 983,908 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 110,138 | 2,818,985 | SH | SOLE | 2,818,985 | 0 | 0 | ||