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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   455,661 19,700 SH   OTR 20 19,700 0 0
ARGENX SE SPONSORED ADR 04016X101   706,635 1,149 SH   OTR 20 1,149 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   38,396,632 55,400 SH   OTR 20 55,400 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   995,904 15,200 SH   OTR 20 15,200 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   326,880 9,000 SH   OTR 20 9,000 0 0
FRONTLINE PLC COM M46528101   336,303 23,700 SH   OTR 20 23,700 0 0
GSK PLC SPONSORED ADR 37733W204   2,083,718 61,612 SH   OTR 20 61,612 0 0
LOGITECH INTL S A SHS H50430232   8,358,690 101,502 SH   OTR 20 101,502 0 0
NOVO-NORDISK A S ADR 670100205   2,578,105 29,971 SH   OTR 20 29,971 0 0
NOVO-NORDISK A S ADR 670100205   1,720,400 20,000 SH Put OTR 20 0 0 0
NOVO-NORDISK A S ADR 670100205   1,273,096 14,800 SH Call OTR 20 0 0 0
RIO TINTO PLC SPONSORED ADR 767204100   23,305,109 396,278 SH   OTR 20 396,278 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308   979,865 115,414 SH   OTR 20 115,414 0 0