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
ALEXION PHARMACEUTICALS INC COM 015351109 3,788 33,107 SH   SOLE   33,107 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 49,388 168,000 SH   SOLE   168,000 0 0
ALPHABET INC CAP STK CL A 02079K305 29,150 19,890 SH   SOLE   19,890 0 0
ANALOG DEVICES INC COM 032654105 750 6,425 SH   SOLE   6,425 0 0
BAIDU INC SPON ADR REP A 056752108 41,098 324,655 SH   SOLE   324,655 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 10,340 135,914 SH   SOLE   135,914 0 0
BK OF AMERICA CORP COM 060505104 27,770 1,152,781 SH   SOLE   1,152,781 0 0
BOOKING HOLDINGS INC COM 09857L108 9,307 5,441 SH   SOLE   5,441 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,129 68,500 SH   SOLE   68,500 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 2,333 129,620 SH   SOLE   129,620 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 4,854 319,783 SH   SOLE   319,783 0 0
CHEVRON CORP NEW COM 166764100 7,401 102,800 SH   SOLE   102,800 0 0
CITIGROUP INC COM NEW 172967424 12,103 280,762 SH   SOLE   280,762 0 0
CONOCOPHILLIPS COM 20825C104 5,189 158,036 SH   SOLE   158,036 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,068 492,753 SH   SOLE   492,753 0 0
DISNEY WALT CO COM DISNEY 254687106 32,114 258,822 SH   SOLE   258,822 0 0
FACEBOOK INC CL A 30303M102 51,178 195,413 SH   SOLE   195,413 0 0
FLUOR CORP NEW COM 343412102 259 29,400 SH   SOLE   29,400 0 0
GENERAL MTRS CO COM 37045V100 3,999 135,170 SH   SOLE   135,170 0 0
II-VI INC COM 902104108 609 15,030 SH   SOLE   15,030 0 0
INCYTE CORP COM 45337C102 2,781 31,000 SH   SOLE   31,000 0 0
IPG PHOTONICS CORP COM 44980X109 313 1,845 SH   SOLE   1,845 0 0
IQIYI INC SPONSORED ADS 46267X108 9,679 428,678 SH   SOLE   428,678 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780 2,915 155,760 SH   SOLE   155,760 0 0
ISHARES TR CHINA SM-CAP ETF 46429B200 20,619 474,426 SH   SOLE   474,426 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 1,872 12,500 SH   SOLE   12,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 744 7,540 SH   SOLE   7,540 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 24,913 65,000 SH   SOLE   65,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,147 9,125 SH   SOLE   9,125 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,030 25,960 SH   SOLE   25,960 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 294 2,865 SH   SOLE   2,865 0 0
MICRON TECHNOLOGY INC COM 595112103 4,780 101,800 SH   SOLE   101,800 0 0
MYLAN NV SHS EURO N59465109 1,483 100,000 SH   SOLE   100,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 11,910 549,141 SH   SOLE   549,141 0 0
PACCAR INC COM 693718108 472 5,545 SH   SOLE   5,545 0 0
RALPH LAUREN CORP CL A 751212101 2,338 34,400 SH   SOLE   34,400 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 2,783 43,000 SH   SOLE   43,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 7,559 98,200 SH   SOLE   98,200 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 5,279 176,280 SH   SOLE   176,280 0 0
SPDR SER TR S&P REGL BKG 78464A698 9,196 257,750 SH   SOLE   257,750 0 0
STEEL DYNAMICS INC COM 858119100 422 14,750 SH   SOLE   14,750 0 0
TEREX CORP NEW COM 880779103 393 20,325 SH   SOLE   20,325 0 0
TOTAL SE SPONSORED ADS 89151E109 9,211 268,560 SH   SOLE   268,560 0 0
TRINITY INDS INC COM 896522109 345 17,735 SH   SOLE   17,735 0 0
TRIP COM GROUP LTD ADS 89677Q107 30,408 976,500 SH   SOLE   976,500 0 0
TYSON FOODS INC CL A 902494103 1,633 27,460 SH   SOLE   27,460 0 0
U S CONCRETE INC COM 90333L201 435 15,000 SH   SOLE   15,000 0 0
UNITED RENTALS INC COM 911363109 458 2,630 SH   SOLE   2,630 0 0
UNITED STATES STL CORP NEW COM 912909108 295 40,300 SH   SOLE   40,300 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 7,661 42,392 SH   SOLE   42,392 0 0
VIAVI SOLUTIONS INC COM 925550105 264 22,540 SH   SOLE   22,540 0 0
VIPSHOP HOLDINGS LIMITED SPONSORED ADS A 92763W103 6,151 393,300 SH   SOLE   393,300 0 0
VISA INC COM CL A 92826C839 9,018 45,098 SH   SOLE   45,098 0 0
VULCAN MATLS CO COM 929160109 2,168 16,000 SH   SOLE   16,000 0 0
XILINX INC COM 983919101 333 3,195 SH   SOLE   3,195 0 0