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 93,355 558,246 SH   SOLE NONE 0 0 558,246
ALLERGAN PLC SHS G0177J108 23,050 136,967 SH   SOLE NONE 0 0 136,967
ALPHABET INC CAP STK CL A 02079K305 148,807 121,900 SH   SOLE NONE 0 0 121,900
AMAZON COM INC COM 023135106 143,425 82,639 SH   SOLE NONE 0 0 82,639
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 59,423 2,004,828 SH   SOLE NONE 0 0 2,004,828
BAUSCH HEALTH COST INC COM 071734107 46,408 2,125,890 SH   SOLE NONE 0 0 2,125,890
BIO RAD LABS INC CL A 090572207 8,311 25,000 SH   SOLE NONE 0 0 25,000
BOEING CO COM 097023105 158,829 417,542 SH   SOLE NONE 0 0 417,542
CIGNA CORP NEW COM 125523100 24,298 160,000 SH   SOLE NONE 0 0 160,000
LILLY ELI & CO COM 532457108 28,236 252,600 SH   SOLE NONE 0 0 252,600
EZCORP INC CL A NON VTG 302301106 9,675 1,500,055 SH   SOLE NONE 0 0 1,500,055
FACEBOOK INC CL A 30303M102 37,717 211,800 SH   SOLE NONE 0 0 211,800
FLIR SYS INC COM 302445101 26,285 500,000 SH   SOLE NONE 0 0 500,000
FREEPORT-MCMORAN INC CL B 35671D857 17,886 1,869,000 SH   SOLE NONE 0 0 1,869,000
GARTNER INC COM 366651107 17,992 125,900 SH   SOLE NONE 0 0 125,900
HUAZHU GROUP LTD SPONSORED ADS 44332N106 24,258 735,100 SH   SOLE NONE 0 0 735,100
HUYA INC ADS REP SHS A 44852D108 20,362 862,800 SH   SOLE NONE 0 0 862,800
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 47,972 391,000 SH   SOLE NONE 0 0 391,000
INVESCO QQQ TR UNIT SER 1 46090E103 23,596 125,000 SH   SOLE NONE 0 0 125,000
JD COM INC SPON ADR CL A 47215P106 44,010 1,561,200 SH   SOLE NONE 0 0 1,561,200
JETBLUE AWYS CORP COM 477143101 837 50,000 SH   SOLE NONE 0 0 50,000
JOHNSON & JOHNSON COM 478160104 23,823 184,100 SH   SOLE NONE 0 0 184,100
JPMORGAN CHASE & CO COM 46625H100 61,736 524,653 SH   SOLE NONE 0 0 524,653
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 42,105 2,264,917 SH   SOLE NONE 0 0 2,264,917
L3HARRIS TECHNOLOGIES INC COM 502431109 41,225 197,752 SH   SOLE NONE 0 0 197,752
LINDE PLC SHS G5494J103 11,627 60,000 SH   SOLE NONE 0 0 60,000
LOCKHEED MARTIN CORP COM 539830109 96,054 246,386 SH   SOLE NONE 0 0 246,386
MERCK & CO INC COM 58933Y105 26,682 317,000 SH   SOLE NONE 0 0 317,000
NETFLIX INC COM 64110L106 33,633 125,675 SH   SOLE NONE 0 0 125,675
NORTHROP GRUMMAN CORP COM 666807102 90,448 241,329 SH   SOLE NONE 0 0 241,329
PAR TECHNOLOGY CORP COM 698884103 15,438 650,000 SH   SOLE NONE 0 0 650,000
PIONEER NAT RES CO COM 723787107 13,755 109,365 SH   SOLE NONE 0 0 109,365
RAYTHEON CO COM NEW 755111507 66,700 339,995 SH   SOLE NONE 0 0 339,995
SLACK TECHNOLOGIES INC COM CL A 83088V102 30,875 1,301,085 SH   SOLE NONE 0 0 1,301,085
SPECTRUM BRANDS HLDGS INC COM 84790A105 22,825 432,546 SH   SOLE NONE 0 0 432,546
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 24,672 300,000 SH   SOLE NONE 0 0 300,000
TAL EDUCATION GROUP SPONSORED ADS 874080104 32,824 959,477 SH   SOLE NONE 0 0 959,477
UNITEDHEALTH GROUP INC COM 91324P102 17,386 80,000 SH   SOLE NONE 0 0 80,000
DISNEY WALT CO COM DISNEY 254687106 33,998 261,000 SH   SOLE NONE 0 0 261,000