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
58 COM INC SPON ADR REP A 31680Q104 9,974 184,924 SH   SOLE   184,924 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 6,663 59,372 SH   SOLE   59,372 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 42,341 196,300 SH   SOLE   196,300 0 0
ALPHABET INC CAP STK CL A 02079K305 28,205 19,890 SH   SOLE   19,890 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 409 3,180 SH   SOLE   3,180 0 0
ANALOG DEVICES INC COM 032654105 300 2,450 SH   SOLE   2,450 0 0
BAIDU INC SPON ADR REP A 056752108 38,922 324,655 SH   SOLE   324,655 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 9,591 77,764 SH   SOLE   77,764 0 0
BK OF AMERICA CORP COM 060505104 27,378 1,152,781 SH   SOLE   1,152,781 0 0
BOOKING HOLDINGS INC COM 09857L108 11,560 7,260 SH   SOLE   7,260 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,027 68,500 SH   SOLE   68,500 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 2,025 129,620 SH   SOLE   129,620 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,250 319,783 SH   SOLE   319,783 0 0
CIENA CORP COM NEW 171779309 297 5,500 SH   SOLE   5,500 0 0
CITIGROUP INC COM NEW 172967424 14,346 280,762 SH   SOLE   280,762 0 0
CMS ENERGY CORP COM 125896100 407 6,980 SH   SOLE   6,980 0 0
CONOCOPHILLIPS COM 20825C104 1,913 45,536 SH   SOLE   45,536 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,748 418,853 SH   SOLE   418,853 0 0
DISNEY WALT CO COM DISNEY 254687106 32,052 287,445 SH   SOLE   287,445 0 0
FACEBOOK INC CL A 30303M102 44,372 195,413 SH   SOLE   195,413 0 0
FLUOR CORP NEW COM 343412102 355 29,400 SH   SOLE   29,400 0 0
II-VI INC COM 902104108 289 6,140 SH   SOLE   6,140 0 0
INCYTE CORP COM 45337C102 3,223 31,000 SH   SOLE   31,000 0 0
INPHI CORP COM 45772F107 303 2,585 SH   SOLE   2,585 0 0
IPG PHOTONICS CORP COM 44980X109 295 1,845 SH   SOLE   1,845 0 0
IQIYI INC SPONSORED ADS 46267X108 8,039 346,678 SH   SOLE   346,678 0 0
ISHARES TR CHINA SM-CAP ETF 46429B200 18,455 474,426 SH   SOLE   474,426 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,789 12,500 SH   SOLE   12,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 298 2,960 SH   SOLE   2,960 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102 1,733 129,380 SH   SOLE   129,380 0 0
LOCKHEED MARTIN CORP COM 539830109 23,719 65,000 SH   SOLE   65,000 0 0
LUMENTUM HLDGS INC COM 55024U109 316 3,885 SH   SOLE   3,885 0 0
MARTIN MARIETTA MATLS INC COM 573284106 397 1,925 SH   SOLE   1,925 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 303 8,660 SH   SOLE   8,660 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 301 2,865 SH   SOLE   2,865 0 0
MICRON TECHNOLOGY INC COM 595112103 5,244 101,800 SH   SOLE   101,800 0 0
MONOLITHIC PWR SYS INC COM 609839105 314 1,325 SH   SOLE   1,325 0 0
MYLAN NV SHS EURO N59465109 1,608 100,000 SH   SOLE   100,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 10,883 549,141 SH   SOLE   549,141 0 0
PACCAR INC COM 693718108 415 5,545 SH   SOLE   5,545 0 0
RALPH LAUREN CORP CL A 751212101 2,494 34,400 SH   SOLE   34,400 0 0
ROGERS CORP COM 775133101 320 2,575 SH   SOLE   2,575 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 2,162 43,000 SH   SOLE   43,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 6,746 98,200 SH   SOLE   98,200 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 6,672 176,280 SH   SOLE   176,280 0 0
SIMPLY GOOD FOODS CO COM 82900L102 1,125 60,600 SH   SOLE   60,600 0 0
SOUTHERN COPPER CORP COM 84265V105 3,881 97,609 SH   SOLE   97,609 0 0
STEEL DYNAMICS INC COM 858119100 384 14,750 SH   SOLE   14,750 0 0
TEREX CORP NEW COM 880779103 381 20,325 SH   SOLE   20,325 0 0
TEXAS INSTRS INC COM 882508104 301 2,375 SH   SOLE   2,375 0 0
TOTAL S.A. SPONSORED ADS 89151E109 9,184 238,800 SH   SOLE   238,800 0 0
TRINITY INDS INC COM 896522109 377 17,735 SH   SOLE   17,735 0 0
TRIP COM GROUP LTD ADS 89677Q107 25,310 976,500 SH   SOLE   976,500 0 0
TYSON FOODS INC CL A 902494103 1,639 27,460 SH   SOLE   27,460 0 0
U S CONCRETE INC COM NEW 90333L201 372 15,000 SH   SOLE   15,000 0 0
UNITED RENTALS INC COM 911363109 391 2,630 SH   SOLE   2,630 0 0
UNITED STATES STL CORP NEW COM 912909108 290 40,300 SH   SOLE   40,300 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 7,913 52,892 SH   SOLE   52,892 0 0
V F CORP COM 918204108 866 14,220 SH   SOLE   14,220 0 0
VIAVI SOLUTIONS INC COM 925550105 287 22,540 SH   SOLE   22,540 0 0
VISA INC COM CL A 92826C839 8,711 45,098 SH   SOLE   45,098 0 0
VULCAN MATLS CO COM 929160109 388 3,350 SH   SOLE   3,350 0 0
XILINX INC COM 983919101 314 3,195 SH   SOLE   3,195 0 0