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
ALLERGAN PLC SHS G0177J108 26,157 136,967 SH   SOLE NONE 0 0 136,967
AMAZON COM INC COM 023135106 142,099 76,939 SH   SOLE NONE 0 0 76,939
BAUSCH HEALTH COST INC COM 071734107 35,502 1,186,576 SH   SOLE NONE 0 0 1,186,576
BOEING CO COM 097023105 146,091 448,642 SH   SOLE NONE 0 0 448,642
LILLY ELI & CO COM 532457108 33,179 252,600 SH   SOLE NONE 0 0 252,600
FACEBOOK INC CL A 30303M102 17,801 86,800 SH   SOLE NONE 0 0 86,800
HUYA INC ADS REP SHS A 44852D108 15,487 862,800 SH   SOLE NONE 0 0 862,800
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 50,447 391,000 SH   SOLE NONE 0 0 391,000
JD COM INC SPON ADR CL A 47215P106 45,483 1,291,038 SH   SOLE NONE 0 0 1,291,038
JOHNSON & JOHNSON COM 478160104 32,669 224,100 SH   SOLE NONE 0 0 224,100
JPMORGAN CHASE & CO COM 46625H100 73,121 524,653 SH   SOLE NONE 0 0 524,653
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 42,909 2,383,842 SH   SOLE NONE 0 0 2,383,842
LOCKHEED MARTIN CORP COM 539830109 95,901 246,386 SH   SOLE NONE 0 0 246,386
MERCK & CO INC COM 58933Y105 28,822 317,000 SH   SOLE NONE 0 0 317,000
NETFLIX INC COM 64110L106 40,650 125,675 SH   SOLE NONE 0 0 125,675
NORTHROP GRUMMAN CORP COM 666807102 82,969 241,329 SH   SOLE NONE 0 0 241,329
PIONEER NAT RES CO COM 723787107 16,550 109,365 SH   SOLE NONE 0 0 109,365
RAYTHEON CO COM NEW 755111507 74,609 339,995 SH   SOLE NONE 0 0 339,995
SPECTRUM BRANDS HLDGS INC COM 84790A105 44,374 690,212 SH   SOLE NONE 0 0 690,212
TAL EDUCATION GROUP SPONSORED ADS 874080104 46,247 959,477 SH   SOLE NONE 0 0 959,477
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 74,179 2,004,828 SH   SOLE NONE 0 0 2,004,828
FLIR SYS INC COM 302445101 26,025 500,000 SH   SOLE NONE 0 0 500,000
HUAZHU GROUP LTD SPONSORED ADS 44332N106 25,442 635,100 SH   SOLE NONE 0 0 635,100
GARTNER INC COM 366651107 19,396 125,900 SH   SOLE NONE 0 0 125,900
ALPHABET INC CAP STK CL A 02079K305 136,313 101,900 SH   SOLE NONE 0 0 101,900
LINDE PLC SHS G5494J103 10,669 50,000 SH   SOLE NONE 0 0 50,000
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 26,601 365,000 SH   SOLE NONE 0 0 365,000
SLACK TECHNOLOGIES INC COM CL A 83088V102 29,209 1,301,085 SH   SOLE NONE 0 0 1,301,085
PAR TECHNOLOGY CORP COM 698884103 13,808 449,200 SH   SOLE NONE 0 0 449,200
DISNEY WALT CO COM DISNEY 254687106 70,253 486,009 SH   SOLE NONE 0 0 486,009
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 112,046 528,246 SH   SOLE NONE 0 0 528,246
L3HARRIS TECHNOLOGIES INC COM 502431109 39,103 197,752 SH   SOLE NONE 0 0 197,752
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 22,788 1,155,004 SH   SOLE NONE 0 0 1,155,004
INVESCO QQQ TR UNIT SER 1 46090E103 26,571 125,000 SH   SOLE NONE 0 0 125,000
MICROSOFT CORP COM 594918104 37,386 237,400 SH   SOLE NONE 0 0 237,400
BP PLC SPONSORED ADR 055622104 15,092 400,000 SH   SOLE NONE 0 0 400,000
NOBLE ENERGY INC COM 655044105 10,436 420,306 SH   SOLE NONE 0 0 420,306
CHEVRON CORP NEW COM 166764100 30,113 250,000 SH   SOLE NONE 0 0 250,000
ALTICE USA INC CL A 02156K103 4,921 180,000 SH   SOLE NONE 0 0 180,000
ELASTIC N V ORD SHS N14506104 6,433 100,000 SH   SOLE NONE 0 0 100,000
UBER TECHNOLOGIES INC COM 90353T100 17,832 600,000 SH   SOLE NONE 0 0 600,000
LIVONGO HEALTH INC COM 539183103 6,269 250,671 SH   SOLE NONE 0 0 250,671
WAYFAIR INC CL A 94419L101 2,259 25,000 SH   SOLE NONE 0 0 25,000
ETSY INC COM 29786A106 4,430 100,000 SH   SOLE NONE 0 0 100,000
VISTRA ENERGY CORP COM 92840M102 3,847 167,346 SH   SOLE NONE 0 0 167,346
EBIX INC COM NEW 278715206 562 16,820 SH   SOLE NONE 0 0 16,820
ITERIS INC COM 46564T107 422 84,644 SH   SOLE NONE 0 0 84,644
CELSIUS HOLDINGS INC COM NEW 15118V207 1,642 340,037 SH   SOLE NONE 0 0 340,037
YRC WORLDWIDE INC COM PAR $.01 984249607 3,625 1,427,300 SH   SOLE NONE 0 0 1,427,300
HELIUS MED TECHNOLOGIES INC COM CL A 42328V504 1,254 1,292,690 SH   SOLE NONE 0 0 1,292,690
RUMBLEON INC COM CL B 781386206 1,178 1,421,458 SH   SOLE NONE 0 0 1,421,458
DASAN ZHONE SOLUTIONS INC COM NEW 23305L206 3,182 359,993 SH   SOLE NONE 0 0 359,993
OPERA LTD SPONSORED ADS 68373M107 931 101,200 SH   SOLE NONE 0 0 101,200
EDISON NATION INC COM 28103E106 782 393,000 SH   SOLE NONE 0 0 393,000
MOHAWK GROUP HLDGS INC COM 608189106 3,160 536,466 SH   SOLE NONE 0 0 536,466
DIGITAL TURBINE INC COM NEW 25400W102 1,938 271,747 SH   SOLE NONE 0 0 271,747
AKOUSTIS TECHNOLOGIES INC COM 00973N102 5,211 651,414 SH   SOLE NONE 0 0 651,414
SHARPSPRING INC COM 820054104 1,426 124,300 SH   SOLE NONE 0 0 124,300