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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,524,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 15,874,880 | 186,500 | SH | Call | SOLE | 186,500 | 0 | 0 | |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 1,634,120 | 20,894 | SH | SOLE | 20,894 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 16,561,350 | 23,400 | SH | Call | SOLE | 23,400 | 0 | 0 | |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 181,555 | 2,368 | SH | SOLE | 2,368 | 0 | 0 | ||
| INVESCO EXCH TRADED FD TR II | KBW BK ETF | 46138E628 | 31,333,750 | 437,500 | SH | Call | SOLE | 437,500 | 0 | 0 | |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | 2,867,257 | 99,385 | SH | SOLE | 99,385 | 0 | 0 | ||
| ISHARES TR | MBS ETF | 464288588 | 23,421,612 | 249,458 | SH | SOLE | 249,458 | 0 | 0 | ||
| ISHARES TR | MSCI SAUDI ARBIA | 46434V423 | 1,134,541 | 29,438 | SH | SOLE | 29,438 | 0 | 0 | ||
| JPMORGAN CHASE & CO. | COM | 46625H100 | 15,945,050 | 55,000 | SH | Call | SOLE | 55,000 | 0 | 0 | |
| LINDE PLC | SHS | G54950103 | 4,785,636 | 10,200 | SH | SOLE | 10,200 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 2,984,460 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 1,203,816 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 2,393,471 | 4,150 | SH | SOLE | 4,150 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 3,207,937 | 18,614 | SH | SOLE | 18,614 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 30,271,684 | 189,269 | SH | SOLE | 189,269 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 60,386,188 | 97,736 | SH | SOLE | 97,736 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P BK ETF | 78464A797 | 32,201,400 | 577,500 | SH | Call | SOLE | 577,500 | 0 | 0 | |
| TEXAS INSTRS INC | COM | 882508104 | 2,491,440 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 2,432,760 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 6,834,712 | 19,250 | SH | SOLE | 19,250 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 15,583,340 | 194,500 | SH | Call | SOLE | 194,500 | 0 | 0 | |
| YUM CHINA HLDGS INC | COM | 98850P109 | 24,777,057 | 553,500 | SH | SOLE | 553,500 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 2,111,251 | 13,538 | SH | SOLE | 13,538 | 0 | 0 | ||