The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 4,322 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 5,199 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,921 | 17,653 | SH | SOLE | 17,653 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 14,616 | 5,255 | SH | SOLE | 5,255 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 13,444 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
| AUTOHOME INC | SP ADS RP CL A | 05278C107 | 465 | 15,300 | SH | SOLE | 15,300 | 0 | 0 | ||
| BK OF AMERICA CORP | COM | 060505104 | 4,843 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 11,305 | 154,800 | SH | SOLE | 154,800 | 0 | 0 | ||
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 5,763 | 136,700 | SH | SOLE | 136,700 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 7,358 | 30,710 | SH | SOLE | 30,710 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 892 | 16,700 | SH | SOLE | 16,700 | 0 | 0 | ||
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 | 7,698 | 239,000 | SH | SOLE | 239,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 1,823 | 38,935 | SH | SOLE | 38,935 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 672 | 1,220 | SH | SOLE | 1,220 | 0 | 0 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 4,501 | 180,600 | SH | SOLE | 180,600 | 0 | 0 | ||
| DUPONT DE NEMOURS INC | COM | 26614N102 | 7,067 | 96,040 | SH | SOLE | 96,040 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 13,281 | 160,800 | SH | SOLE | 160,800 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 3,092 | 13,907 | SH | SOLE | 13,907 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 10,100 | 597,300 | SH | SOLE | 597,300 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 6,140 | 18,600 | SH | SOLE | 18,600 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 700 | 12,100 | SH | SOLE | 12,100 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 9,286 | 129,500 | SH | SOLE | 129,500 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,333 | 81,300 | SH | SOLE | 81,300 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 532 | 1,420 | SH | SOLE | 1,420 | 0 | 0 | ||
| PIMCO MUN INCOME FD III | COM | 72201A103 | 1,107 | 106,754 | SH | SOLE | 106,754 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 10,216 | 66,850 | SH | SOLE | 66,850 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 5,329 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 5,704 | 42,800 | SH | SOLE | 42,800 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 1,409 | 17,900 | SH | SOLE | 17,900 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,269 | 2,489 | SH | SOLE | 2,489 | 0 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 8,851 | 173,750 | SH | SOLE | 173,750 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 4,865 | 100,400 | SH | SOLE | 100,400 | 0 | 0 | ||