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 |
| ALBEMARLE CORP | COM | 012653101 | 19,956 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 77,628 | 471,246 | SH | SOLE | 0 | 0 | 471,246 | ||
| ALLERGAN PLC | SHS | G0177J108 | 29,127 | 152,900 | SH | SOLE | 0 | 0 | 152,900 | ||
| AMAZON COM INC | COM | 023135106 | 120,976 | 60,402 | SH | SOLE | 0 | 0 | 60,402 | ||
| BANK OF NT BUTTERFIELD&SON L | SHS NEW | G0772R208 | 103,950 | 2,004,828 | SH | SOLE | 0 | 0 | 2,004,828 | ||
| BOEING CO | COM | 097023105 | 126,962 | 341,342 | SH | SOLE | 0 | 0 | 341,342 | ||
| BOX INC | CL A | 10316T104 | 7,768 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
| CIGNA CORPORATION | COM | 125509109 | 20,824 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 9,777 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | ||
| DOWDUPONT INC | COM | 26078J100 | 9,647 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
| LILLY ELI & CO | COM | 532457108 | 31,793 | 296,300 | SH | SOLE | 0 | 0 | 296,300 | ||
| EZCORP INC | CL A NON VTG | 302301106 | 42,800 | 4,000,000 | SH | SOLE | 0 | 0 | 4,000,000 | ||
| FACEBOOK INC | CL A | 30303M102 | 18,714 | 113,800 | SH | SOLE | 0 | 0 | 113,800 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 53,856 | 3,869,000 | SH | SOLE | 0 | 0 | 3,869,000 | ||
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 46,789 | 492,000 | SH | SOLE | 0 | 0 | 492,000 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 20,293 | 862,800 | SH | SOLE | 0 | 0 | 862,800 | ||
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | 54,404 | 391,000 | SH | SOLE | 0 | 0 | 391,000 | ||
| ISHARES INC | MSCI TURKEY ETF | 464286715 | 2,979 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 40,732 | 1,561,200 | SH | SOLE | 0 | 0 | 1,561,200 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 23,282 | 168,500 | SH | SOLE | 0 | 0 | 168,500 | ||
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 50077B207 | 25,701 | 1,740,109 | SH | SOLE | 0 | 0 | 1,740,109 | ||
| L3 TECHNOLOGIES INC | COM | 502413107 | 32,345 | 152,118 | SH | SOLE | 0 | 0 | 152,118 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 79,220 | 228,986 | SH | SOLE | 0 | 0 | 228,986 | ||
| MERCK & CO INC | COM | 58933Y105 | 22,488 | 317,000 | SH | SOLE | 0 | 0 | 317,000 | ||
| NETFLIX INC | COM | 64110L106 | 53,064 | 141,750 | SH | SOLE | 0 | 0 | 141,750 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 70,332 | 221,589 | SH | SOLE | 0 | 0 | 221,589 | ||
| PIONEER NAT RES CO | COM | 723787107 | 64,506 | 370,300 | SH | SOLE | 0 | 0 | 370,300 | ||
| RAYTHEON CO | COM NEW | 755111507 | 69,483 | 336,202 | SH | SOLE | 0 | 0 | 336,202 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 56,003 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
| TAL ED GROUP | SPONSORED ADS | 874080104 | 24,668 | 959,477 | SH | SOLE | 0 | 0 | 959,477 | ||
| WESTROCK CO | COM | 96145D105 | 8,016 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||