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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 SPONSORED ADS 01609W102 89,495 528,246 SH   SOLE   0 0 528,246
ALLERGAN PLC SHS G0177J108 25,643 152,900 SH   SOLE   0 0 152,900
ALPHABET INC CAP STK CL A 02079K305 126,479 116,900 SH   SOLE   0 0 116,900
AMAZON COM INC COM 023135106 145,395 76,939 SH   SOLE   0 0 76,939
ANTERO RES CORP COM 03674X106 1,100 200,000 SH   SOLE   0 0 200,000
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 68,124 2,004,828 SH   SOLE   0 0 2,004,828
BIO RAD LABS INC CL A 090572207 6,253 20,000 SH   SOLE   0 0 20,000
BOEING CO COM 097023105 152,010 417,542 SH   SOLE   0 0 417,542
BOX INC CL A 10316T104 2,995 170,269 SH   SOLE   0 0 170,269
CIGNA CORP NEW COM 125523100 40,968 260,000 SH   SOLE   0 0 260,000
DOW INC COM 260557103 4,102 83,333 SH   SOLE   0 0 83,333
EZCORP INC CL A NON VTG 302301106 37,720 4,000,000 SH   SOLE   0 0 4,000,000
FACEBOOK INC CL A 30303M102 41,259 213,800 SH   SOLE   0 0 213,800
FLIR SYS INC COM 302445101 27,045 500,000 SH   SOLE   0 0 500,000
FREEPORT-MCMORAN INC CL B 35671D857 44,880 3,869,000 SH   SOLE   0 0 3,869,000
HUAZHU GROUP LTD SPONSORED ADS 44332N106 26,669 735,100 SH   SOLE   0 0 735,100
HUYA INC ADS REP SHS A 44852D108 21,320 862,800 SH   SOLE   0 0 862,800
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 56,738 391,000 SH   SOLE   0 0 391,000
JD COM INC SPON ADR CL A 47215P106 47,226 1,561,200 SH   SOLE   0 0 1,561,200
JOHNSON & JOHNSON COM 478160104 23,433 168,500 SH   SOLE   0 0 168,500
JPMORGAN CHASE & CO COM 46625H100 58,640 524,653 SH   SOLE   0 0 524,653
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 48,344 2,113,842 SH   SOLE   0 0 2,113,842
L3 TECHNOLOGIES INC COM 502413107 37,410 152,118 SH   SOLE   0 0 152,118
LILLY ELI & CO COM 532457108 32,821 296,300 SH   SOLE   0 0 296,300
LOCKHEED MARTIN CORP COM 539830109 89,544 246,386 SH   SOLE   0 0 246,386
MARATHON PETE CORP COM 56585A102 12,020 215,100 SH   SOLE   0 0 215,100
MERCK & CO INC COM 58933Y105 26,584 317,000 SH   SOLE   0 0 317,000
NETFLIX INC COM 64110L106 52,073 141,750 SH   SOLE   0 0 141,750
NORTHROP GRUMMAN CORP COM 666807102 77,942 241,329 SH   SOLE   0 0 241,329
PAR TECHNOLOGY CORP COM 698884103 15,057 534,119 SH   SOLE   0 0 534,119
PIONEER NAT RES CO COM 723787107 56,937 370,300 SH   SOLE   0 0 370,300
PIVOTAL SOFTWARE INC COM CL A 72582H107 3,798 360,000 SH   SOLE   0 0 360,000
RAYTHEON CO COM NEW 755111507 59,125 339,995 SH   SOLE   0 0 339,995
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 14,431 156,435 SH   SOLE   0 0 156,435
SLACK TECHNOLOGIES INC COM CL A 83088V102 14,675 392,800 SH   SOLE   0 0 392,800
SPECTRUM BRANDS HLDGS INC COM 84790A105 31,195 580,370 SH   SOLE   0 0 580,370
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 24,372 300,000 SH   SOLE   0 0 300,000
TAL EDUCATION GROUP SPONSORED ADS 874080104 36,556 959,477 SH   SOLE   0 0 959,477
UNITED TECHNOLOGIES COM 913017109 5,829 44,800 SH   SOLE   0 0 44,800
VALERO ENERGY CORP NEW COM 91913Y100 8,562 100,000 SH   SOLE   0 0 100,000
WESTROCK CO COM 96145D105 9,105 250,000 SH   SOLE   0 0 250,000