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
AERCAP HOLDINGS NV SHS N00985106 351 6,750 SH   SOLE   6,750 0 0
ALLERGAN PLC SHS G0177J108 913 5,500 SH   SOLE   5,500 0 0
AON PLC SHS CL A G0408V102 482 2,500 SH   SOLE   2,500 0 0
ATHENE HLDG LTD CL A G0684D107 448 10,399 SH   SOLE   10,399 0 0
ENSTAR GROUP LIMITED SHS G3075P101 436 2,500 SH   SOLE   2,500 0 0
TECHNIPFMC PLC COM G87110105 1,038 40,000 SH   SOLE   40,000 0 0
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 212 25,000 SH   SOLE   25,000 0 0
INTERXION HOLDING N.V SHS N47279109 14,051 184,663 SH   SOLE   184,663 0 0
INGERSOLL-RAND PLC SHS G47791101 317 2,500 SH   SOLE   2,500 0 0
INVESCO LTD SHS G491BT108 587 28,714 SH   SOLE   28,714 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 271 10,044 SH   SOLE   10,044 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 717 27,018 SH   SOLE   27,018 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 6,528 192,238 SH   SOLE   192,238 0 0
EVEREST RE GROUP LTD COM G3223R108 371 1,500 SH   SOLE   1,500 0 0
UBS GROUP AG SHS H42097107 119 10,000 SH   SOLE   10,000 0 0
YANDEX N V SHS CLASS A N97284108 665 17,500 SH   SOLE   17,500 0 0
AT&T INC COM 00206R102 241 7,185 SH   SOLE   7,185 0 0
ADOBE INC COM 00724F101 1,768 6,000 SH   SOLE   6,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 230 2,500 SH   SOLE   2,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,603 20,000 SH   SOLE   20,000 0 0
ALICO INC COM 016230104 234 7,703 SH   SOLE   7,703 0 0
ALPHABET INC CAP STK CL C 02079K107 1,081 1,000 SH   SOLE   1,000 0 0
ALPHABET INC CAP STK CL A 02079K305 7,471 6,900 SH   SOLE   6,900 0 0
ALTABA INC COM 021346101 2,428 35,000 SH   SOLE   35,000 0 0
ALTICE USA INC CL A 02156K103 883 36,244 SH   SOLE   36,244 0 0
AMAZON COM INC COM 023135106 14,770 7,800 SH   SOLE   7,800 0 0
AMBAC FINL GROUP INC COM NEW 023139884 4,404 261,382 SH   SOLE   261,382 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 770 23,618 SH   SOLE   23,618 0 0
AMERICAN EXPRESS CO COM 025816109 247 2,000 SH   SOLE   2,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 906 17,000 SH   SOLE   17,000 0 0
AMERICAN NATL BANKSHARES INC COM 027745108 535 13,811 SH   SOLE   13,811 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 531 6,000 SH   SOLE   6,000 0 0
APPLE INC COM 037833100 7,343 37,100 SH   SOLE   37,100 0 0
AURORA CANNABIS INC COM 05156X108 978 125,125 SH   SOLE   125,125 0 0
AVIS BUDGET GROUP INC COM 053774105 352 10,000 SH   SOLE   10,000 0 0
BGC PARTNERS INC CL A 05541T101 52 10,000 SH   SOLE   10,000 0 0
BANK OZK COM 06417N103 646 21,455 SH   SOLE   21,455 0 0
BAUSCH HEALTH COS INC COM 071734107 252 10,000 SH   SOLE   10,000 0 0
BAYCOM CORP COM 07272M107 398 18,182 SH   SOLE   18,182 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 318 1 SH   SOLE   1 0 0
BLACKROCK INC COM 09247X101 2,311 4,924 SH   SOLE   4,924 0 0
BROWN & BROWN INC COM 115236101 804 24,000 SH   SOLE   24,000 0 0
CBS CORP NEW CL A 124857103 250 5,000 SH   SOLE   5,000 0 0
CBRE GROUP INC CL A 12504L109 308 6,000 SH   SOLE   6,000 0 0
CSX CORP COM 126408103 774 10,000 SH   SOLE   10,000 0 0
CABOT OIL & GAS CORP COM 127097103 1,102 48,000 SH   SOLE   48,000 0 0
CALLAWAY GOLF CO COM 131193104 257 15,000 SH   SOLE   15,000 0 0
CANADIAN NAT RES LTD COM 136385101 7,010 259,900 SH   SOLE   259,900 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 152 10,000 SH   SOLE   10,000 0 0
CELGENE CORP COM 151020104 462 5,000 SH   SOLE   5,000 0 0
CENOVUS ENERGY INC COM 15135U109 116 13,200 SH   SOLE   13,200 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,929 27,656 SH   SOLE   27,656 0 0
CHEVRON CORP NEW COM 166764100 544 4,372 SH   SOLE   4,372 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 679 15,000 SH   SOLE   15,000 0 0
CITIGROUP INC COM NEW 172967424 350 5,000 SH   SOLE   5,000 0 0
COMCAST CORP NEW CL A 20030N101 1,057 25,000 SH   SOLE   25,000 0 0
COMMUNITY BK SYS INC COM 203607106 267 4,058 SH   SOLE   4,058 0 0
CONAGRA BRANDS INC COM 205887102 438 16,500 SH   SOLE   16,500 0 0
CONOCOPHILLIPS COM 20825C104 432 7,082 SH   SOLE   7,082 0 0
CONTINENTAL RESOURCES INC COM 212015101 842 20,000 SH   SOLE   20,000 0 0
CORESITE RLTY CORP COM 21870Q105 2,303 20,000 SH   SOLE   20,000 0 0
COSTAR GROUP INC COM 22160N109 557 1,006 SH   SOLE   1,006 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 742 70,818 SH   SOLE   70,818 0 0
CYRUSONE INC COM 23283R100 704 12,200 SH   SOLE   12,200 0 0
DXC TECHNOLOGY CO COM 23355L106 1,776 32,200 SH   SOLE   32,200 0 0
DANAHER CORPORATION COM 235851102 1,573 11,005 SH   SOLE   11,005 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 829 14,602 SH   SOLE   14,602 0 0
DIAMONDBACK ENERGY INC COM 25278X109 697 6,398 SH   SOLE   6,398 0 0
DIGITAL RLTY TR INC COM 253868103 471 4,000 SH   SOLE   4,000 0 0
DISNEY WALT CO COM DISNEY 254687106 9,930 71,114 SH   SOLE   71,114 0 0
DYCOM INDS INC COM 267475101 265 4,500 SH   SOLE   4,500 0 0
EOG RES INC COM 26875P101 2,413 25,900 SH   SOLE   25,900 0 0
ECHOSTAR CORP CL A 278768106 443 10,000 SH   SOLE   10,000 0 0
EQUIFAX INC COM 294429105 1,623 12,000 SH   SOLE   12,000 0 0
EQUINIX INC COM 29444U700 131,978 261,710 SH   SOLE   261,710 0 0
ESSA BANCORP INC COM 29667D104 153 10,000 SH   SOLE   10,000 0 0
EVERCORE INC CLASS A 29977A105 1,329 15,000 SH   SOLE   15,000 0 0
FB FINL CORP COM 30257X104 750 20,500 SH   SOLE   20,500 0 0
FACEBOOK INC CL A 30303M102 1,891 9,800 SH   SOLE   9,800 0 0
FIRST HORIZON NATL CORP COM 320517105 324 21,732 SH   SOLE   21,732 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 831 55,000 SH   SOLE   55,000 0 0
FOX CORP CL A COM 35137L105 724 19,766 SH   SOLE   19,766 0 0
FOX CORP CL B COM 35137L204 1,507 41,265 SH   SOLE   41,265 0 0
FRANKLIN FINL NETWORK INC COM 35352P104 488 17,500 SH   SOLE   17,500 0 0
FRANKLIN RES INC COM 354613101 1,929 55,426 SH   SOLE   55,426 0 0
GCI LIBERTY INC COM CLASS A 36164V305 1,975 32,130 SH   SOLE   32,130 0 0
GARTNER INC COM 366651107 402 2,500 SH   SOLE   2,500 0 0
GILEAD SCIENCES INC COM 375558103 270 4,000 SH   SOLE   4,000 0 0
GREENHILL & CO INC COM 395259104 476 35,000 SH   SOLE   35,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 217 6,600 SH   SOLE   6,600 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 427 50,628 SH   SOLE   50,628 0 0
HANMI FINL CORP COM NEW 410495204 334 15,000 SH   SOLE   15,000 0 0
HARBORONE BANCORP INC COM 41165F101 281 15,000 SH   SOLE   15,000 0 0
HESS CORP COM 42809H107 381 6,000 SH   SOLE   6,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 697 7,133 SH   SOLE   7,133 0 0
HOME DEPOT INC COM 437076102 1,040 5,000 SH   SOLE   5,000 0 0
HOULIHAN LOKEY INC CL A 441593100 1,113 25,000 SH   SOLE   25,000 0 0
HUNTSMAN CORP COM 447011107 596 29,146 SH   SOLE   29,146 0 0
HYATT HOTELS CORP COM CL A 448579102 305 4,000 SH   SOLE   4,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,686 49,558 SH   SOLE   49,558 0 0
INVESTORS BANCORP INC NEW COM 46146L101 558 50,000 SH   SOLE   50,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 306 7,000 SH   SOLE   7,000 0 0
J ALEXANDERS HLDGS INC COM 46609J106 405 36,056 SH   SOLE   36,056 0 0
JPMORGAN CHASE & CO COM 46625H100 2,700 24,148 SH   SOLE   24,148 0 0
JACK IN THE BOX INC COM 466367109 456 5,601 SH   SOLE   5,601 0 0
JAGGED PEAK ENERGY INC COM 47009K107 124 15,000 SH   SOLE   15,000 0 0
JD COM INC SPON ADR CL A 47215P106 363 12,000 SH   SOLE   12,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 288 15,000 SH   SOLE   15,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 792 6,500 SH   SOLE   6,500 0 0
KEURIG DR PEPPER INC COM 49271V100 867 30,000 SH   SOLE   30,000 0 0
KINDER MORGAN INC DEL COM 49456B101 386 18,500 SH   SOLE   18,500 0 0
LENNOX INTL INC COM 526107107 605 2,200 SH   SOLE   2,200 0 0
LOWES COS INC COM 548661107 303 3,000 SH   SOLE   3,000 0 0
MSCI INC COM 55354G100 239 1,000 SH   SOLE   1,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,035 4,500 SH   SOLE   4,500 0 0
MASTERCARD INC CL A 57636Q104 6,613 25,000 SH   SOLE   25,000 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 380 17,500 SH   SOLE   17,500 0 0
MERIDIAN BANCORP INC MD COM 58958U103 179 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104 3,349 25,000 SH   SOLE   25,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,872 48,500 SH   SOLE   48,500 0 0
MOELIS & CO CL A 60786M105 517 14,800 SH   SOLE   14,800 0 0
MOODYS CORP COM 615369105 1,562 8,000 SH   SOLE   8,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 598 3,000 SH   SOLE   3,000 0 0
NUCOR CORP COM 670346105 1,542 27,992 SH   SOLE   27,992 0 0
NVIDIA CORP COM 67066G104 657 4,000 SH   SOLE   4,000 0 0
NUTRIEN LTD COM 67077M108 1,059 19,808 SH   SOLE   19,808 0 0
OASIS PETE INC NEW COM 674215108 121 21,250 SH   SOLE   21,250 0 0
OCCIDENTAL PETE CORP COM 674599105 302 6,000 SH   SOLE   6,000 0 0
OLIN CORP COM PAR $1 680665205 219 10,000 SH   SOLE   10,000 0 0
PJT PARTNERS INC COM CL A 69343T107 1,682 41,519 SH   SOLE   41,519 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,434 10,444 SH   SOLE   10,444 0 0
PACIFIC PREMIER BANCORP COM 69478X105 342 11,082 SH   SOLE   11,082 0 0
PARSLEY ENERGY INC CL A 701877102 399 21,000 SH   SOLE   21,000 0 0
PERSPECTA INC COM 715347100 307 13,100 SH   SOLE   13,100 0 0
PFIZER INC COM 717081103 821 18,962 SH   SOLE   18,962 0 0
PHILLIPS 66 COM 718546104 331 3,541 SH   SOLE   3,541 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 690 12,000 SH   SOLE   12,000 0 0
POPULAR INC COM NEW 733174700 542 10,000 SH   SOLE   10,000 0 0
QTS RLTY TR INC COM CL A 74736A103 833 18,029 SH   SOLE   18,029 0 0
RBB BANCORP COM 74930B105 193 10,000 SH   SOLE   10,000 0 0
S&P GLOBAL INC COM 78409V104 2,506 11,000 SH   SOLE   11,000 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 338 13,272 SH   SOLE   13,272 0 0
SPIRIT AIRLS INC COM 848577102 286 6,000 SH   SOLE   6,000 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 294 10,000 SH   SOLE   10,000 0 0
STANDARD AVB FINL CORP COM 85303B100 480 17,500 SH   SOLE   17,500 0 0
SWITCH INC CL A 87105L104 628 48,000 SH   SOLE   48,000 0 0
TFS FINL CORP COM 87240R107 904 50,000 SH   SOLE   50,000 0 0
T MOBILE US INC COM 872590104 1,520 20,500 SH   SOLE   20,500 0 0
TELADOC HEALTH INC COM 87918A105 332 5,000 SH   SOLE   5,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 649 14,000 SH   SOLE   14,000 0 0
UNITED CONTL HLDGS INC COM 910047109 263 3,000 SH   SOLE   3,000 0 0
VEON LTD SPONSORED ADR 91822M106 592 211,590 SH   SOLE   211,590 0 0
VAIL RESORTS INC COM 91879Q109 1,785 8,000 SH   SOLE   8,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 417 9,800 SH   SOLE   9,800 0 0
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 264 4,000 SH   SOLE   4,000 0 0
VOYA FINL INC COM 929089100 332 6,000 SH   SOLE   6,000 0 0
WALMART INC COM 931142103 1,215 11,000 SH   SOLE   11,000 0 0
WELLS FARGO CO NEW COM 949746101 828 17,500 SH   SOLE   17,500 0 0
WILLIAMS COS INC DEL COM 969457100 280 10,000 SH   SOLE   10,000 0 0
WPX ENERGY INC COM 98212B103 230 20,000 SH   SOLE   20,000 0 0
WYNN RESORTS LTD COM 983134107 248 2,000 SH   SOLE   2,000 0 0
YUM CHINA HLDGS INC COM 98850P109 878 19,000 SH   SOLE   19,000 0 0
ZAI LAB LTD ADR 98887Q104 209 6,000 SH   SOLE   6,000 0 0
ZOETIS INC CL A 98978V103 678 5,976 SH   SOLE   5,976 0 0