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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
ALPHABET INC CAP STK CL A 02079K305   21,356,641 18,380 SH   SOLE   18,380 0 0
ALPHABET INC CAP STK CL C 02079K107   21,205,003 18,236 SH   SOLE   18,236 0 0
BK OF AMERICA CORP COM 060505104   16,875,642 794,896 SH   SOLE   794,896 0 0
FEDEX CORP COM 31428X106   9,543,162 78,700 SH   SOLE   78,700 0 0
FREEPORT-MCMORAN INC CL B 35671D857   20,063,788 2,972,413 SH   SOLE   2,972,413 0 0
GENERAL MTRS CO COM 37045V100   14,845,232 714,400 SH   SOLE   714,400 0 0
HP INC COM 40434L105   5,107,312 294,200 SH   SOLE   294,200 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,995,405 205,500 SH   SOLE   205,500 0 0
INTEL CORP COM 458140100   7,847,400 145,000 SH   SOLE   145,000 0 0
JACK IN THE BOX INC COM 466367109   511,485 14,593 SH   SOLE   14,593 0 0
MORGAN STANLEY COM NEW 617446448   4,228,546 124,369 SH   SOLE   124,369 0 0
NIKE INC CL B 654106103   16,309,709 197,120 SH   SOLE   197,120 0 0
PAYPAL HLDGS INC COM 70450Y103   17,677,721 184,643 SH   SOLE   184,643 0 0
SOUTHERN COPPER CORP COM 84265V105   10,478,308 372,099 SH   SOLE   372,099 0 0