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
AMERICAN INTL GROUP INC COM NEW 026874784 688 12,978 SH   SOLE   0 0 12,978
ANNALY CAP MGMT INC COM 035710409 603 58,634 SH   SOLE   0 0 58,634
APPIAN CORP CL A 03782L101 6,657 184,101 SH   SOLE   0 0 184,101
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 4,850 168,521 SH   SOLE   0 0 168,521
BAIDU INC SPON ADR REP A 056752108 12,370 50,906 SH   SOLE   0 0 50,906
BANK AMER CORP COM 060505104 2,368 84,009 SH   SOLE   0 0 84,009
BAOZUN INC SPONSORED ADR 06684L103 8,174 149,448 SH   SOLE   0 0 149,448
CHINA RAPID FIN LTD SPONSORED ADR 16953Q105 1,917 883,548 SH   SOLE   0 0 883,548
CHUBB LIMITED COM H1467J104 6,974 54,906 SH   SOLE   0 0 54,906
CISCO SYS INC COM 17275R102 8,491 197,334 SH   SOLE   0 0 197,334
CITIGROUP INC COM NEW 172967424 5,821 86,989 SH   SOLE   0 0 86,989
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 4,765 100,059 SH   SOLE   0 0 100,059
DUKE ENERGY CORP NEW COM NEW 26441C204 2,012 25,447 SH   SOLE   0 0 25,447
EXELON CORP COM 30161N101 1,951 45,793 SH   SOLE   0 0 45,793
F5 NETWORKS INC COM 315616102 7,210 41,811 SH   SOLE   0 0 41,811
GENERAL MLS INC COM 370334104 6,728 152,003 SH   SOLE   0 0 152,003
IQIYI INC SPONSORED ADS 46267X108 7,672 237,530 SH   SOLE   0 0 237,530
JD COM INC SPON ADR CL A 47215P106 8,352 214,420 SH   SOLE   0 0 214,420
JOHNSON & JOHNSON COM 478160104 5,106 42,080 SH   SOLE   0 0 42,080
KRAFT HEINZ CO COM 500754106 5,254 83,640 SH   SOLE   0 0 83,640
LOCKHEED MARTIN CORP COM 539830109 4,501 15,235 SH   SOLE   0 0 15,235
MASTERCARD INCORPORATED CL A 57636Q104 7,265 36,968 SH   SOLE   0 0 36,968
MAZOR ROBOTICS LTD SPONSORED ADS 57886P103 5,693 102,560 SH   SOLE   0 0 102,560
MICRON TECHNOLOGY INC COM 595112103 6,533 124,589 SH   SOLE   0 0 124,589
MOMO INC ADR 60879B107 7,785 178,965 SH   SOLE   0 0 178,965
NEW AGE BEVERAGES CORP COM 64157V108 3,252 1,739,190 SH   SOLE   0 0 1,739,190
NVIDIA CORP COM 67066G104 5,098 21,519 SH   SOLE   0 0 21,519
PETIQ INC COM CL A 71639T106 7,370 274,370 SH   SOLE   0 0 274,370
RAYTHEON CO COM NEW 755111507 4,369 22,618 SH   SOLE   0 0 22,618
REALTY INCOME CORP COM 756109104 1,176 21,868 SH   SOLE   0 0 21,868
RENAISSANCERE HOLDINGS LTD COM G7496G103 8,827 73,367 SH   SOLE   0 0 73,367
RIO TINTO PLC SPONSORED ADR 767204100 1,699 30,619 SH   SOLE   0 0 30,619
SOUTHERN CO COM 842587107 1,933 41,751 SH   SOLE   0 0 41,751
STMICROELECTRONICS N V NY REGISTRY 861012102 6,254 282,747 SH   SOLE   0 0 282,747
UNDER ARMOUR INC CL A 904311107 6,876 305,890 SH   SOLE   0 0 305,890
UNILEVER PLC SPON ADR NEW 904767704 219 3,954 SH   SOLE   0 0 3,954
VENTAS INC COM 92276F100 2,512 44,112 SH   SOLE   0 0 44,112
VISA INC COM CL A 92826C839 8,964 67,677 SH   SOLE   0 0 67,677
WALMART INC COM 931142103 2,028 23,678 SH   SOLE   0 0 23,678