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
ABERCROMBIE & FITCH CO CL A 002896207 642 70,594 SH   SOLE   70,594 0 0
ACTIVISION BLIZZARD INC COM 00507V109 8,714 146,500 SH   SOLE   146,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 18,782 412,962 SH   SOLE   412,962 0 0
ALBEMARLE CORP COM 012653101 4,904 87,000 SH   SOLE   87,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,929 30,485 SH   SOLE   30,485 0 0
ALLERGAN PLC SHS G0177J108 56,158 317,095 SH   SOLE   317,095 0 0
ALLSTATE CORP COM 020002101 26,209 285,721 SH   SOLE   285,721 0 0
ALPHABET INC CAP STK CL A 02079K305 14,747 12,692 SH   SOLE   12,692 0 0
ALPHABET INC CAP STK CL C 02079K107 16,615 14,289 SH   SOLE   14,289 0 0
AMAZON COM INC COM 023135106 41,445 21,257 SH   SOLE   21,257 0 0
AMERCO COM 023586100 1,252 4,309 SH   SOLE   4,309 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 103 128,891 SH   SOLE   128,891 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 415 50,000 SH   SOLE   50,000 0 0
ANIKA THERAPEUTICS INC COM 035255108 252 8,700 SH   SOLE   8,700 0 0
APPLE INC COM 037833100 12,282 48,300 SH   SOLE   48,300 0 0
APPLIED MATLS INC COM 038222105 10,344 225,755 SH   SOLE   225,755 0 0
ASSURED GUARANTY LTD COM G0585R106 2,898 112,369 SH   SOLE   112,369 0 0
AT&T INC COM 00206R102 9,183 315,020 SH   SOLE   315,020 0 0
ATLASSIAN CORP PLC CL A G06242104 343 2,500 SH   SOLE   2,500 0 0
AZUL S A SPONSR ADR PFD 05501U106 10,535 1,033,849 SH   SOLE   1,033,849 0 0
BROADCOM INC COM 11135F101 8,914 37,597 SH   SOLE   37,597 0 0
CAMBRIDGE BANCORP COM 132152109 1,012 19,460 SH   SOLE   19,460 0 0
CBL & ASSOC PPTYS INC COM 124830100 320 1,600,828 SH   SOLE   1,600,828 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 4,581 10,500 SH   SOLE   10,500 0 0
CHEESECAKE FACTORY INC COM 163072101 1,153 67,500 SH   SOLE   67,500 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 4,796 127,312 SH   SOLE   127,312 0 0
CONTINENTAL RES INC COM 212015101 361 47,196 SH   SOLE   47,196 0 0
CORNING INC COM 219350105 678 33,000 SH   SOLE   33,000 0 0
COUPA SOFTWARE INC COM 22266L106 7,705 55,139 SH   SOLE   55,139 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 7,266 130,500 SH   SOLE   130,500 0 0
DATADOG INC CL A COM 23804L103 3,832 106,500 SH   SOLE   106,500 0 0
DOLLAR GEN CORP NEW COM 256677105 8,546 56,592 SH   SOLE   56,592 0 0
EXXON MOBIL CORP COM 30231G102 18,635 490,777 SH   SOLE   490,777 0 0
FACEBOOK INC CL A 30303M102 6,813 40,844 SH   SOLE   40,844 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 16,736 137,590 SH   SOLE   137,590 0 0
FIRST COMWLTH FINL CORP PA COM 319829107 400 43,785 SH   SOLE   43,785 0 0
GLOBAL PMTS INC COM 37940X102 397 2,753 SH   SOLE   2,753 0 0
GRUBHUB INC COM 400110102 367 9,000 SH   SOLE   9,000 0 0
HOME DEPOT INC COM 437076102 8,415 45,070 SH   SOLE   45,070 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,404 91,687 SH   SOLE   91,687 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106 5,838 729,770 SH   SOLE   729,770 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 51,960 272,900 SH   SOLE   272,900 0 0
IQIYI INC SPONSORED ADS 46267X108 5,758 323,500 SH   SOLE   323,500 0 0
IROBOT CORP COM 462726100 288 7,050 SH   SOLE   7,050 0 0
JD COM INC SPON ADR CL A 47215P106 23,877 589,566 SH   SOLE   589,566 0 0
KB HOME COM 48666K109 3,880 214,383 SH   SOLE   214,383 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,428 64,862 SH   SOLE   64,862 0 0
MASTERCARD INC CL A 57636Q104 36,201 149,862 SH   SOLE   149,862 0 0
MICRON TECHNOLOGY INC COM 595112103 4,250 101,048 SH   SOLE   101,048 0 0
MICROSOFT CORP COM 594918104 27,700 175,639 SH   SOLE   175,639 0 0
NETFLIX INC COM 64110L106 5,693 15,160 SH   SOLE   15,160 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 4,041 37,337 SH   SOLE   37,337 0 0
NIKE INC CL B 654106103 8,723 105,432 SH   SOLE   105,432 0 0
NVIDIA CORP COM 67066G104 11,587 43,956 SH   SOLE   43,956 0 0
OKTA INC CL A 679295105 17,049 139,450 SH   SOLE   139,450 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 580 636,485 SH   SOLE   636,485 0 0
PG&E CORP COM 69331C108 1,933 215,000 SH   SOLE   215,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 1,910 53,010 SH   SOLE   53,010 0 0
PULTE GROUP INC COM 745867101 8,717 390,536 SH   SOLE   390,536 0 0
REGENCY CTRS CORP COM 758849103 2,297 59,761 SH   SOLE   59,761 0 0
RINGCENTRAL INC CL A 76680R206 4,683 22,100 SH   SOLE   22,100 0 0
ROCKWELL AUTOMATION INC COM 773903109 6,620 43,870 SH   SOLE   43,870 0 0
SALESFORCE COM INC COM 79466L302 28,724 199,503 SH   SOLE   199,503 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,400 16,299 SH   SOLE   16,299 0 0
SERITAGE GROWTH PPTYS CL A 81752R100 345 37,900 SH   SOLE   37,900 0 0
SHERWIN WILLIAMS CO COM 824348106 11,122 24,204 SH   SOLE   24,204 0 0
SHOPIFY INC CL A 82509L107 11,323 27,157 SH   SOLE   27,157 0 0
SIMON PPTY GROUP INC NEW COM 828806109 4,395 80,120 SH   SOLE   80,120 0 0
SMITH A O CORP COM 831865209 11,605 306,941 SH   SOLE   306,941 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 45,377 176,049 SH   SOLE   176,049 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 325 10,900 SH   SOLE   10,900 0 0
SUNRUN INC COM 86771W105 808 80,000 SH   SOLE   80,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,233 214,117 SH   SOLE   214,117 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 10,058 290,200 SH   SOLE   290,200 0 0
VISA INC COM CL A 92826C839 25,456 157,991 SH   SOLE   157,991 0 0
ZYNGA INC CL A 98986T108 1,610 235,000 SH   SOLE   235,000 0 0