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
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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
ABBVIE INC COM 00287Y109   49,943,794 466,111 SH   SOLE   0 0 0
ALPHABET INC CL A 02079K305   39,662,243 22,630 SH   SOLE   0 0 0
MICROSOFT COM 594918104   889,680 4,000 SH   SOLE   0 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   11,232,270 518,572 SH   SOLE   0 0 0
CATERPILLAR INC COM 149123101   29,578,796 162,503 SH   SOLE   0 0 0
COCA COLA COMPANY COM 191216100   34,405,793 627,385 SH   SOLE   0 0 0
EASTMAN CHEMICAL CO COM 277432100   4,984,919 49,710 SH   SOLE   0 0 0
KRAFT HEINZ CO COM 500754106   68,710,989 1,982,429 SH   SOLE   0 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101   41,267,366 327,831 SH   SOLE   0 0 0
MAGNA INTL INC COM 559222401   17,717,204 250,243 SH   SOLE   0 0 0
MOSAIC CO COM 61945C103   34,136,601 1,483,555 SH   SOLE   0 0 0
NETFLIX INC COM 64110L106   26,193,502 48,441 SH   SOLE   0 0 0
PFIZER INC COM 717081103   44,348,394 1,204,792 SH   SOLE   0 0 0
UNDER ARMOUR INC CL A 904311107   17,569,803 1,023,285 SH   SOLE   0 0 0
VODAFONE GROUP PLC SPONSORED ADR 92857W308   2,343,126 142,180 SH   SOLE   0 0 0
OPEN TEXT CORP COM 683715106   304,582 6,700 SH   SOLE   0 0 0
BOOKING HOLDINGS INC COM 09857L108   12,361,349 5,550 SH   SOLE   0 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   20,379,463 233,228 SH   SOLE   0 0 0
IQVIA HOLDINGS INC COM 46266C105   34,208,391 190,927 SH   SOLE   0 0 0
VIATRIS INC COM 92556V106   2,801,424 149,489 SH   SOLE   0 0 0
UBER TECHNOLOGIES INC COM 90353T100   17,188,173 337,023 SH   SOLE   0 0 0
LINDE PLC COM G54950103   9,697,168 36,800 SH   SOLE   0 0 0
LYONDELLBASELL INDU SHS -A N53745100   1,550,062 16,911 SH   SOLE   0 0 0
ICON PLC SHS G4705A100   2,069,518 10,614 SH   SOLE   0 0 0
DEERE & CO COM 244199105   1,834,383 6,818 SH   SOLE   0 0 0
BOSTON SCIENTIFIC CORP COM 101137107   1,822,665 50,700 SH   SOLE   0 0 0
DEERE & CO COM 244199105   538,100 2,000 SH   SOLE   0 0 0
ABBVIE INC COM 00287Y109   589,325 5,500 SH Put SOLE   0 0 0
ALPHABET INC CL A 02079K305   1,226,848 700 SH Put SOLE   0 0 0
BOOKING HOLDINGS INC COM 09857L108   1,113,635 500 SH Call SOLE   0 0 0
CATERPILLAR INC COM 149123101   910,100 5,000 SH Put SOLE   0 0 0
CATERPILLAR INC COM 149123101   910,100 5,000 SH Call SOLE   0 0 0
COLUMBIA SPORTSWEAR CO COM 198516106   1,135,940 13,000 SH Put SOLE   0 0 0
EASTMAN CHEMICAL CO COM 277432100   601,680 6,000 SH Call SOLE   0 0 0
IQVIA HOLDINGS INC COM 46266C105   537,510 3,000 SH Put SOLE   0 0 0
LYONDELLBASELL INDU SHS -A N53745100   641,620 7,000 SH Call SOLE   0 0 0
MAGNA INTL INC COM 559222401   637,200 9,000 SH Call SOLE   0 0 0
MOSAIC CO COM 61945C103   2,301,000 100,000 SH Call SOLE   0 0 0
NETFLIX INC COM 64110L106   2,703,650 5,000 SH Put SOLE   0 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,316,160 24,000 SH Put SOLE   0 0 0