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 |
| ALIBABA GROUP HLDG LTD | ADR | 01609W102 | 1,502 | 8,235 | SH | SOLE | 8,235 | 0 | 0 | ||
| ALPHABET INC | SHS | 02079K305 | 74,430 | 63,243 | SH | SOLE | 63,243 | 0 | 0 | ||
| BAIDU INC | ADR | 056752108 | 104,562 | 634,288 | SH | SOLE | 634,288 | 0 | 0 | ||
| BARRICK GOLD CORP | SHS | 067901108 | 92,550 | 6,750,548 | SH | SOLE | 6,750,548 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | SHS | 14040H105 | 77,290 | 946,141 | SH | SOLE | 946,141 | 0 | 0 | ||
| CISCO SYS INC | SHS | 17275R102 | 175,450 | 3,249,679 | SH | SOLE | 3,249,679 | 0 | 0 | ||
| CNX RESOURCES CORPORATION | SHS | 12653C108 | 46,934 | 4,357,881 | SH | SOLE | 4,357,881 | 0 | 0 | ||
| EQUIFAX INC | SHS | 294429105 | 62,718 | 529,265 | SH | SOLE | 529,265 | 0 | 0 | ||
| EXPEDIA INC DEL | SHS | 30212P303 | 103,895 | 873,064 | SH | SOLE | 873,064 | 0 | 0 | ||
| Facebook Inc. Class A FB-US | SHS | 30303M102 | 47,831 | 286,947 | SH | SOLE | 286,947 | 0 | 0 | ||
| FMC TECHNOLOGIES INC | SHS | 30249U101 | 99,084 | 4,212,744 | SH | SOLE | 4,212,744 | 0 | 0 | ||
| GENERAL ELECTRIC CO | SHS | 369604103 | 139,575 | 13,971,498 | SH | SOLE | 13,971,498 | 0 | 0 | ||
| GILEAD SCIENCES INC | SHS | 375558103 | 90,687 | 1,394,971 | SH | SOLE | 1,394,971 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 6,585 | 574,578 | SH | SOLE | 574,578 | 0 | 0 | ||
| INTEL CORP | SHS | 458140100 | 84,808 | 1,579,298 | SH | SOLE | 1,579,298 | 0 | 0 | ||
| JD COM INC | ADR | 47215P106 | 81,028 | 2,687,499 | SH | SOLE | 2,687,499 | 0 | 0 | ||
| KB FINANCIAL GROUP INC | ADR | 48241A105 | 7,478 | 201,769 | SH | SOLE | 201,769 | 0 | 0 | ||
| KT CORP | ADR | 48268K101 | 135,665 | 10,905,566 | SH | SOLE | 10,905,566 | 0 | 0 | ||
| MICROSOFT CORP | SHS | 594918104 | 163,784 | 1,388,707 | SH | SOLE | 1,388,707 | 0 | 0 | ||
| OWENS CORNING NEW | SHS | 690742101 | 39,134 | 830,527 | SH | SOLE | 830,527 | 0 | 0 | ||
| PVH CORP | SHS | 693656100 | 1,334 | 10,939 | SH | SOLE | 10,939 | 0 | 0 | ||
| QUALCOMM | SHS | 747525103 | 108,403 | 1,900,800 | SH | SOLE | 1,900,800 | 0 | 0 | ||
| RANGE RES CORP | SHS | 75281A109 | 80,148 | 7,130,573 | SH | SOLE | 7,130,573 | 0 | 0 | ||
| Central Fund of Canada Limited Class A CEF-US | SHS | 153501101 | 20,333 | 1,639,795 | SH | SOLE | 1,639,795 | 0 | 0 | ||
| TAPESTRY INC | SHS | 876030107 | 132,507 | 4,078,407 | SH | SOLE | 4,078,407 | 0 | 0 | ||
| TIFFANY & CO NEW | SHS | 886547108 | 21,243 | 201,258 | SH | SOLE | 201,258 | 0 | 0 | ||
| Westinghouse Air Brake Technologies Corporation WAB-US | SHS | 929740108 | 5,492 | 74,495 | SH | SOLE | 74,495 | 0 | 0 | ||
| YUM CHINA HLDGS INC | SHS | 98850P109 | 19,021 | 423,539 | SH | SOLE | 423,539 | 0 | 0 | ||