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
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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
ADVANCED MICRO DEVICES INC COM 007903107 7,182 281,433 SH   SOLE   0 0 281,433
AMERICAN INTL GROUP INC COM NEW 026874784 7,123 165,424 SH   SOLE   0 0 165,424
ANNALY CAP MGMT INC COM 035710409 630 63,025 SH   SOLE   0 0 63,025
APPIAN CORP CL A 03782L101 5,037 146,307 SH   SOLE   0 0 146,307
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 377 18,509 SH   SOLE   0 0 18,509
BAIDU INC SPON ADR REP A 056752108 11,517 69,863 SH   SOLE   0 0 69,863
BANK AMER CORP COM 060505104 2,252 81,629 SH   SOLE   0 0 81,629
BAOZUN INC SPONSORED ADR 06684L103 8,544 205,684 SH   SOLE   0 0 205,684
CHINA RAPID FIN LTD SPONSORED ADR 16953Q105 1,645 1,482,324 SH   SOLE   0 0 1,482,324
CHUBB LIMITED COM H1467J104 8,253 58,918 SH   SOLE   0 0 58,918
CISCO SYS INC COM 17275R102 2,716 50,308 SH   SOLE   0 0 50,308
CITIGROUP INC COM NEW 172967424 6,206 99,750 SH   SOLE   0 0 99,750
CTRIP COM INTL LTD SPONSORED ADS 22943F100 6,647 152,141 SH   SOLE   0 0 152,141
DUKE ENERGY CORP NEW COM NEW 26441C204 2,904 32,267 SH   SOLE   0 0 32,267
EXELON CORP COM 30161N101 2,396 47,787 SH   SOLE   0 0 47,787
F5 NETWORKS INC COM 315616102 5,225 33,296 SH   SOLE   0 0 33,296
GENERAL MLS INC COM 370334104 8,048 155,517 SH   SOLE   0 0 155,517
IQIYI INC SPONSORED ADS 46267X108 9,201 384,637 SH   SOLE   0 0 384,637
JD COM INC SPON ADR CL A 47215P106 9,269 307,413 SH   SOLE   0 0 307,413
JOHNSON & JOHNSON COM 478160104 5,807 41,541 SH   SOLE   0 0 41,541
KRAFT HEINZ CO COM 500754106 3,569 109,310 SH   SOLE   0 0 109,310
LOCKHEED MARTIN CORP COM 539830109 4,298 14,320 SH   SOLE   0 0 14,320
MASTERCARD INC CL A 57636Q104 8,267 35,110 SH   SOLE   0 0 35,110
MOMO INC ADR 60879B107 7,764 203,043 SH   SOLE   0 0 203,043
NUTANIX INC CL A 67059N108 4,519 119,732 SH   SOLE   0 0 119,732
NVIDIA CORP COM 67066G104 5,220 29,070 SH   SOLE   0 0 29,070
PETIQ INC COM CL A 71639T106 8,704 277,105 SH   SOLE   0 0 277,105
RAYTHEON CO COM NEW 755111507 4,780 26,252 SH   SOLE   0 0 26,252
REALTY INCOME CORP COM 756109104 1,485 20,190 SH   SOLE   0 0 20,190
RENAISSANCERE HOLDINGS LTD COM G7496G103 7,818 58,684 SH   SOLE   0 0 58,684
RIO TINTO PLC SPONSORED ADR 767204100 1,560 26,505 SH   SOLE   0 0 26,505
SOUTHERN CO COM 842587107 3,029 58,614 SH   SOLE   0 0 58,614
UNDER ARMOUR INC CL A 904311107 6,254 295,848 SH   SOLE   0 0 295,848
VENTAS INC COM 92276F100 3,119 48,881 SH   SOLE   0 0 48,881
VISA INC COM CL A 92826C839 9,989 63,955 SH   SOLE   0 0 63,955