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

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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
ALIBABA GROUP HLDG LTD ADR 01609W102 47,800 290,117 SH   SOLE   290,117 0 0
ALPHABET INC SHS 02079K305 79,787 66,099 SH   SOLE   66,099 0 0
BAIDU INC ADR 056752108 157,931 690,618 SH   SOLE   690,618 0 0
BARRICK GOLD CORP SHS 067901108 104,466 9,428,370 SH   SOLE   9,428,370 0 0
CAPITAL ONE FINL CORP SHS 14040H105 67,134 707,192 SH   SOLE   707,192 0 0
CISCO SYS INC SHS 17275R102 159,996 3,288,722 SH   SOLE   3,288,722 0 0
CNX RESOURCES CORPORATION SHS 12653C108 75,436 5,271,556 SH   SOLE   5,271,556 0 0
EXPEDIA INC DEL SHS 30212P303 96,469 739,342 SH   SOLE   739,342 0 0
FMC TECHNOLOGIES INC SHS 30249U101 106,365 3,403,688 SH   SOLE   3,403,688 0 0
GENERAL ELECTRIC CO SHS 369604103 153,803 13,622,936 SH   SOLE   13,622,936 0 0
GILEAD SCIENCES INC SHS 375558103 148,144 1,918,711 SH   SOLE   1,918,711 0 0
ICICI BK LTD ADR 45104G104 2,295 270,355 SH   SOLE   270,355 0 0
JD COM INC ADR 47215P106 82,412 3,158,777 SH   SOLE   3,158,777 0 0
KB FINANCIAL GROUP INC ADR 48241A105 16,315 337,920 SH   SOLE   337,920 0 0
KT CORP ADR 48268K101 164,640 11,086,859 SH   SOLE   11,086,859 0 0
LINE CORP ADR 53567X101 10,474 248,622 SH   SOLE   248,622 0 0
MICROSOFT CORP SHS 594918104 150,576 1,316,569 SH   SOLE   1,316,569 0 0
ORACLE CORP SHS 68389X105 109,572 2,125,137 SH   SOLE   2,125,137 0 0
QUALCOMM SHS 747525103 149,636 2,077,409 SH   SOLE   2,077,409 0 0
RANGE RES CORP SHS 75281A109 106,430 6,264,301 SH   SOLE   6,264,301 0 0
Central Fund of Canada Limited Class A CEF-US SHS 153501101 14,707 1,259,202 SH   SOLE   1,259,202 0 0
TAPESTRY INC SHS 876030107 148,828 2,960,574 SH   SOLE   2,960,574 0 0