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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,114 16,590 SH   SOLE   16,590 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 4,195 68,000 SH   SOLE   68,000 0 0
TRINSEO PLC SHS G9059U107 1,652 31,500 SH   SOLE   31,500 0 0
AT&T INC COM 00206R102 5,412 220,000 SH   SOLE   220,000 0 0
ABBVIE INC COM 00287Y109 12,863 95,000 SH   SOLE   95,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,405 11,830 SH   SOLE   11,830 0 0
ALPHABET INC CAP STK CL A 02079K305 12,646 4,365 SH   SOLE   4,365 0 0
AMAZON COM INC COM 023135106 5,335 1,600 SH   SOLE   1,600 0 0
APPLIED MATLS INC COM 038222105 16,051 102,000 SH   SOLE   102,000 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 451 15,300 SH   SOLE   15,300 0 0
BK OF AMERICA CORP COM 060505104 5,228 117,500 SH   SOLE   117,500 0 0
BOOKING HOLDINGS INC COM 09857L108 369 154 SH   SOLE   154 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,652 154,800 SH   SOLE   154,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,899 77,500 SH   SOLE   77,500 0 0
CIGNA CORP NEW COM 125523100 7,052 30,710 SH   SOLE   30,710 0 0
CVS HEALTH CORP COM 126650100 4,642 45,000 SH   SOLE   45,000 0 0
CITIGROUP INC COM NEW 172967424 1,009 16,700 SH   SOLE   16,700 0 0
CREDIT ACCEP CORP MICH COM 225310101 530 770 SH   SOLE   770 0 0
DISCOVERY INC COM SER A 25470F104 4,828 205,080 SH   SOLE   205,080 0 0
DUPONT DE NEMOURS INC COM 26614N102 7,758 96,040 SH   SOLE   96,040 0 0
EXXON MOBIL CORP COM 30231G102 9,839 160,800 SH   SOLE   160,800 0 0
FORD MTR CO DEL COM 345370860 12,406 597,300 SH   SOLE   597,300 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,115 18,600 SH   SOLE   18,600 0 0
INTEL CORP COM 458140100 1,143 22,190 SH   SOLE   22,190 0 0
JD.COM INC SPON ADR CL A 47215P106 848 12,100 SH   SOLE   12,100 0 0
LUMEN TECHNOLOGIES INC COM 550241103 3,734 297,500 SH   SOLE   297,500 0 0
MARVELL TECHNOLOGY INC COM 573874104 10,761 123,000 SH   SOLE   123,000 0 0
MICRON TECHNOLOGY INC COM 595112103 5,216 56,000 SH   SOLE   56,000 0 0
PIMCO MUN INCOME FD III COM 72201A103 1,361 106,754 SH   SOLE   106,754 0 0
QUALCOMM INC COM 747525103 10,725 58,650 SH   SOLE   58,650 0 0
SCHLUMBERGER LTD COM STK 806857108 3,864 129,000 SH   SOLE   129,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,484 28,900 SH   SOLE   28,900 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 201 29,400 SH   SOLE   29,400 0 0
THOR INDS INC COM 885160101 2,324 22,400 SH   SOLE   22,400 0 0
TYSON FOODS INC CL A 902494103 2,920 33,500 SH   SOLE   33,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,501 2,989 SH   SOLE   2,989 0 0
VALERO ENERGY CORP COM 91913Y100 2,929 39,000 SH   SOLE   39,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 9,028 173,750 SH   SOLE   173,750 0 0
WELLS FARGO CO NEW COM 949746101 4,817 100,400 SH   SOLE   100,400 0 0