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 370 6,750 SH   SOLE   6,750 0 0
ALLERGAN PLC SHS G0177J108 925 5,500 SH   SOLE   5,500 0 0
AON PLC SHS CL A G0408V102 484 2,500 SH   SOLE   2,500 0 0
ATHENE HLDG LTD CL A G0684D107 437 10,399 SH   SOLE   10,399 0 0
ENSTAR GROUP LIMITED SHS G3075P101 475 2,500 SH   SOLE   2,500 0 0
TECHNIPFMC PLC COM G87110105 966 40,000 SH   SOLE   40,000 0 0
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 263 25,000 SH   SOLE   25,000 0 0
INTERXION HOLDING N.V SHS N47279109 15,043 184,663 SH   SOLE   184,663 0 0
INGERSOLL-RAND PLC SHS G47791101 308 2,500 SH   SOLE   2,500 0 0
INVESCO LTD SHS G491BT108 486 28,714 SH   SOLE   28,714 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 249 10,044 SH   SOLE   10,044 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 643 27,018 SH   SOLE   27,018 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 5,698 192,238 SH   SOLE   192,238 0 0
EVEREST RE GROUP LTD COM G3223R108 399 1,500 SH   SOLE   1,500 0 0
UBS GROUP AG SHS H42097107 114 10,000 SH   SOLE   10,000 0 0
YANDEX N V SHS CLASS A N97284108 613 17,500 SH   SOLE   17,500 0 0
AT&T INC COM 00206R102 272 7,185 SH   SOLE   7,185 0 0
ADOBE INC COM 00724F101 1,658 6,000 SH   SOLE   6,000 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 208 2,500 SH   SOLE   2,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,828 20,000 SH   SOLE   20,000 0 0
ALICO INC COM 016230104 262 7,703 SH   SOLE   7,703 0 0
ALPHABET INC CAP STK CL C 02079K107 1,219 1,000 SH   SOLE   1,000 0 0
ALPHABET INC CAP STK CL A 02079K305 9,036 7,400 SH   SOLE   7,400 0 0
ALTABA INC COM 021346101 682 35,000 SH   SOLE   35,000 0 0
ALTICE USA INC CL A 02156K103 1,039 36,245 SH   SOLE   36,245 0 0
AMAZON COM INC COM 023135106 13,540 7,800 SH   SOLE   7,800 0 0
AMBAC FINL GROUP INC COM NEW 023139884 5,110 261,382 SH   SOLE   261,382 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 637 23,618 SH   SOLE   23,618 0 0
AMERICAN EXPRESS CO COM 025816109 237 2,000 SH   SOLE   2,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 947 17,000 SH   SOLE   17,000 0 0
AMERICAN NATL BANKSHARES INC COM 027745108 490 13,811 SH   SOLE   13,811 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 571 6,000 SH   SOLE   6,000 0 0
APPLE INC COM 037833100 8,309 37,100 SH   SOLE   37,100 0 0
AURORA CANNABIS INC COM 05156X108 550 125,125 SH   SOLE   125,125 0 0
AVANTOR INC COM 05352A100 294 20,000 SH   SOLE   20,000 0 0
BGC PARTNERS INC CL A 05541T101 55 10,000 SH   SOLE   10,000 0 0
BANK OZK COM 06417N103 585 21,455 SH   SOLE   21,455 0 0
BAUSCH HEALTH COS INC COM 071734107 219 10,000 SH   SOLE   10,000 0 0
BAYCOM CORP COM 07272M107 413 18,182 SH   SOLE   18,182 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 312 1 SH   SOLE   1 0 0
BLACKROCK INC COM 09247X101 2,194 4,924 SH   SOLE   4,924 0 0
BLOOM ENERGY CORP COM CL A 093712107 65 20,000 SH   SOLE   20,000 0 0
BROWN & BROWN INC COM 115236101 865 24,000 SH   SOLE   24,000 0 0
CBS CORP NEW CL A 124857103 217 5,000 SH   SOLE   5,000 0 0
CBRE GROUP INC CL A 12504L109 318 6,000 SH   SOLE   6,000 0 0
CSX CORP COM 126408103 693 10,000 SH   SOLE   10,000 0 0
CABOT OIL & GAS CORP COM 127097103 843 48,000 SH   SOLE   48,000 0 0
CANADIAN NAT RES LTD COM 136385101 6,921 259,900 SH   SOLE   259,900 0 0
CAPSTAR FINL HLDGS INC COM 14070T102 166 10,000 SH   SOLE   10,000 0 0
CELGENE CORP COM 151020104 497 5,000 SH   SOLE   5,000 0 0
CENOVUS ENERGY INC COM 15135U109 124 13,200 SH   SOLE   13,200 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 11,398 27,656 SH   SOLE   27,656 0 0
CHEVRON CORP NEW COM 166764100 519 4,372 SH   SOLE   4,372 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 621 15,000 SH   SOLE   15,000 0 0
CITIGROUP INC COM NEW 172967424 345 5,000 SH   SOLE   5,000 0 0
COMCAST CORP NEW CL A 20030N101 1,127 25,000 SH   SOLE   25,000 0 0
COMMUNITY BK SYS INC COM 203607106 250 4,058 SH   SOLE   4,058 0 0
CONAGRA BRANDS INC COM 205887102 506 16,500 SH   SOLE   16,500 0 0
CONOCOPHILLIPS COM 20825C104 404 7,082 SH   SOLE   7,082 0 0
CONTINENTAL RESOURCES INC COM 212015101 616 20,000 SH   SOLE   20,000 0 0
CORESITE RLTY CORP COM 21870Q105 2,437 20,000 SH   SOLE   20,000 0 0
COSTAR GROUP INC COM 22160N109 597 1,006 SH   SOLE   1,006 0 0
CRESUD S A C I F Y A SPONSORED ADR 226406106 419 70,818 SH   SOLE   70,818 0 0
CYRUSONE INC COM 23283R100 965 12,200 SH   SOLE   12,200 0 0
DXC TECHNOLOGY CO COM 23355L106 950 32,200 SH   SOLE   32,200 0 0
DANAHER CORPORATION COM 235851102 1,589 11,005 SH   SOLE   11,005 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 841 14,602 SH   SOLE   14,602 0 0
DIAMONDBACK ENERGY INC COM 25278X109 575 6,398 SH   SOLE   6,398 0 0
DIGITAL RLTY TR INC COM 253868103 519 4,000 SH   SOLE   4,000 0 0
DISNEY WALT CO COM DISNEY 254687106 7,316 56,138 SH   SOLE   56,138 0 0
DYCOM INDS INC COM 267475101 230 4,500 SH   SOLE   4,500 0 0
EOG RES INC COM 26875P101 1,922 25,900 SH   SOLE   25,900 0 0
ECHOSTAR CORP CL A 278768106 396 10,000 SH   SOLE   10,000 0 0
EQUIFAX INC COM 294429105 1,688 12,000 SH   SOLE   12,000 0 0
EQUINIX INC COM 29444U700 150,955 261,711 SH   SOLE   261,711 0 0
ESSA BANCORP INC COM 29667D104 164 10,000 SH   SOLE   10,000 0 0
EVERCORE INC CLASS A 29977A105 30 15,000 SH   SOLE   15,000 0 0
FB FINL CORP COM 30257X104 770 20,500 SH   SOLE   20,500 0 0
FACEBOOK INC CL A 30303M102 1,923 10,800 SH   SOLE   10,800 0 0
FIRST HORIZON NATL CORP COM 320517105 352 21,732 SH   SOLE   21,732 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 833 55,000 SH   SOLE   55,000 0 0
FOX CORP CL A COM 35137L105 623 19,766 SH   SOLE   19,766 0 0
FOX CORP CL B COM 35137L204 1,302 41,266 SH   SOLE   41,266 0 0
FRANKLIN FINL NETWORK INC COM 35352P104 529 17,500 SH   SOLE   17,500 0 0
FRANKLIN RES INC COM 354613101 1,600 55,426 SH   SOLE   55,426 0 0
GCI LIBERTY INC COM CLASS A 36164V305 1,994 32,130 SH   SOLE   32,130 0 0
GARTNER INC COM 366651107 357 2,500 SH   SOLE   2,500 0 0
GILEAD SCIENCES INC COM 375558103 254 4,000 SH   SOLE   4,000 0 0
GREENHILL & CO INC COM 395259104 459 35,000 SH   SOLE   35,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101 229 6,600 SH   SOLE   6,600 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 495 50,628 SH   SOLE   50,628 0 0
HANMI FINL CORP COM NEW 410495204 282 15,000 SH   SOLE   15,000 0 0
HARBORONE BANCORP INC NEW COM NEW 41165Y100 1,241 123,255 SH   SOLE   123,255 0 0
HESS CORP COM 42809H107 363 6,000 SH   SOLE   6,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 664 7,133 SH   SOLE   7,133 0 0
HOME DEPOT INC COM 437076102 1,160 5,000 SH   SOLE   5,000 0 0
HOULIHAN LOKEY INC CL A 441593100 1,128 25,000 SH   SOLE   25,000 0 0
HUNTSMAN CORP COM 447011107 678 29,146 SH   SOLE   29,146 0 0
HYATT HOTELS CORP COM CL A 448579102 295 4,000 SH   SOLE   4,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,665 49,558 SH   SOLE   49,558 0 0
INVESTORS BANCORP INC NEW COM 46146L101 568 50,000 SH   SOLE   50,000 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 295 7,000 SH   SOLE   7,000 0 0
J ALEXANDERS HLDGS INC COM 46609J106 423 36,056 SH   SOLE   36,056 0 0
JPMORGAN CHASE & CO COM 46625H100 2,842 24,148 SH   SOLE   24,148 0 0
JACK IN THE BOX INC COM 466367109 510 5,601 SH   SOLE   5,601 0 0
JAGGED PEAK ENERGY INC COM 47009K107 109 15,000 SH   SOLE   15,000 0 0
JD COM INC SPON ADR CL A 47215P106 339 12,000 SH   SOLE   12,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109 276 15,000 SH   SOLE   15,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 865 6,500 SH   SOLE   6,500 0 0
KEURIG DR PEPPER INC COM 49271V100 820 30,000 SH   SOLE   30,000 0 0
KINDER MORGAN INC DEL COM 49456B101 381 18,500 SH   SOLE   18,500 0 0
LENNOX INTL INC COM 526107107 535 2,200 SH   SOLE   2,200 0 0
LOWES COS INC COM 548661107 330 3,000 SH   SOLE   3,000 0 0
MSCI INC COM 55354G100 218 1,000 SH   SOLE   1,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,233 4,500 SH   SOLE   4,500 0 0
MASTERCARD INC CL A 57636Q104 6,789 25,000 SH   SOLE   25,000 0 0
MELCO RESORTS AND ENTMT LTD ADR 585464100 340 17,500 SH   SOLE   17,500 0 0
MERIDIAN BANCORP INC MD COM 58958U103 188 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104 3,476 25,000 SH   SOLE   25,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,078 48,500 SH   SOLE   48,500 0 0
MOELIS & CO CL A 60786M105 486 14,800 SH   SOLE   14,800 0 0
MOODYS CORP COM 615369105 1,639 8,000 SH   SOLE   8,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 539 3,000 SH   SOLE   3,000 0 0
NUCOR CORP COM 670346105 1,425 27,992 SH   SOLE   27,992 0 0
NVIDIA CORP COM 67066G104 696 4,000 SH   SOLE   4,000 0 0
NUTRIEN LTD COM 67077M108 988 19,808 SH   SOLE   19,808 0 0
OASIS PETE INC NEW COM 674215108 74 21,250 SH   SOLE   21,250 0 0
OCCIDENTAL PETE CORP COM 674599105 267 6,000 SH   SOLE   6,000 0 0
OLIN CORP COM PAR $1 680665205 187 10,000 SH   SOLE   10,000 0 0
PCB BANCORP COM 69320M109 329 20,000 SH   SOLE   20,000 0 0
PJT PARTNERS INC COM CL A 69343T107 1,690 41,519 SH   SOLE   41,519 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,464 10,444 SH   SOLE   10,444 0 0
PACIFIC PREMIER BANCORP COM 69478X105 346 11,082 SH   SOLE   11,082 0 0
PARSLEY ENERGY INC CL A 701877102 353 21,000 SH   SOLE   21,000 0 0
PERSPECTA INC COM 715347100 342 13,100 SH   SOLE   13,100 0 0
PFIZER INC COM 717081103 681 18,962 SH   SOLE   18,962 0 0
PHILLIPS 66 COM 718546104 363 3,541 SH   SOLE   3,541 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 681 12,000 SH   SOLE   12,000 0 0
POPULAR INC COM NEW 733174700 541 10,000 SH   SOLE   10,000 0 0
QTS RLTY TR INC COM CL A 74736A103 927 18,029 SH   SOLE   18,029 0 0
RBB BANCORP COM 74930B105 197 10,000 SH   SOLE   10,000 0 0
S&P GLOBAL INC COM 78409V104 2,695 11,000 SH   SOLE   11,000 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 336 13,272 SH   SOLE   13,272 0 0
SPIRIT AIRLS INC COM 848577102 218 6,000 SH   SOLE   6,000 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 258 10,000 SH   SOLE   10,000 0 0
STANDARD AVB FINL CORP COM 85303B100 472 17,500 SH   SOLE   17,500 0 0
SWITCH INC CL A 87105L104 750 48,000 SH   SOLE   48,000 0 0
TFS FINL CORP COM 87240R107 901 50,000 SH   SOLE   50,000 0 0
T MOBILE US INC COM 872590104 1,615 20,500 SH   SOLE   20,500 0 0
TELADOC HEALTH INC COM 87918A105 339 5,000 SH   SOLE   5,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 579 19,000 SH   SOLE   19,000 0 0
UNITED AIRLINES HLDGS INC COM 910047109 265 3,000 SH   SOLE   3,000 0 0
VEON LTD SPONSORED ADR 91822M106 508 211,590 SH   SOLE   211,590 0 0
VAIL RESORTS INC COM 91879Q109 1,820 8,000 SH   SOLE   8,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 395 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 327 6,000 SH   SOLE   6,000 0 0
WALMART INC COM 931142103 1,305 11,000 SH   SOLE   11,000 0 0
WELLS FARGO CO NEW COM 949746101 883 17,500 SH   SOLE   17,500 0 0
WILLIAMS COS INC DEL COM 969457100 241 10,000 SH   SOLE   10,000 0 0
WPX ENERGY INC COM 98212B103 212 20,000 SH   SOLE   20,000 0 0
WYNN RESORTS LTD COM 983134107 217 2,000 SH   SOLE   2,000 0 0
YUM CHINA HLDGS INC COM 98850P109 863 19,000 SH   SOLE   19,000 0 0
ZOETIS INC CL A 98978V103 745 5,976 SH   SOLE   5,976 0 0