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
ADVANCED MICRO DEVICES INC COM 007903107 9,685 211,196 SH   SOLE   211,196 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 18,518 87,307 SH   SOLE   87,307 0 0
ALLERGAN PLC SHS G0177J108 43,299 226,495 SH   SOLE   226,495 0 0
ALLSTATE CORP COM 020002101 24,787 220,426 SH   SOLE   220,426 0 0
ALPHABET INC CAP STK CL A 02079K305 21,306 15,907 SH   SOLE   15,907 0 0
ALPHABET INC CAP STK CL C 02079K107 19,105 14,289 SH   SOLE   14,289 0 0
AMAZON COM INC COM 023135106 35,262 19,083 SH   SOLE   19,083 0 0
AMERCO COM 023586100 6,317 16,809 SH   SOLE   16,809 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 12,210 1,187,739 SH   SOLE   1,187,739 0 0
ANALOG DEVICES INC COM 032654105 10,862 91,397 SH   SOLE   91,397 0 0
ANAPLAN INC COM 03272L108 8,759 167,154 SH   SOLE   167,154 0 0
APPLE INC COM 037833100 6,977 23,760 SH   SOLE   23,760 0 0
APPLIED MATLS INC COM 038222105 11,676 191,285 SH   SOLE   191,285 0 0
ASSURED GUARANTY LTD COM G0585R106 10,802 220,354 SH   SOLE   220,354 0 0
AZUL S A SPONSR ADR PFD 05501U106 45,177 1,055,544 SH   SOLE   1,055,544 0 0
BOEING CO COM 097023105 12,701 38,988 SH   SOLE   38,988 0 0
BROADCOM INC COM 11135F101 12,007 37,993 SH   SOLE   37,993 0 0
CAMBRIDGE BANCORP COM 132152109 1,560 19,460 SH   SOLE   19,460 0 0
CAPITAL ONE FINL CORP COM 14040H105 10,742 104,381 SH   SOLE   104,381 0 0
CBL & ASSOC PPTYS INC COM 124830100 1,604 1,527,738 SH   SOLE   1,527,738 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 9,048 214,062 SH   SOLE   214,062 0 0
CITIGROUP INC COM NEW 172967424 23,183 290,188 SH   SOLE   290,188 0 0
CLOUDFLARE INC CL A COM 18915M107 2,425 142,170 SH   SOLE   142,170 0 0
COMCAST CORP NEW CL A 20030N101 8,751 194,603 SH   SOLE   194,603 0 0
COUPA SOFTWARE INC COM 22266L106 10,769 73,637 SH   SOLE   73,637 0 0
DANAHER CORPORATION COM 235851102 13,561 88,359 SH   SOLE   88,359 0 0
EVEREST RE GROUP LTD COM G3223R108 31,958 115,439 SH   SOLE   115,439 0 0
FACEBOOK INC CL A 30303M102 19,685 95,907 SH   SOLE   95,907 0 0
FEDEX CORP COM 31428X106 756 5,000 SH   SOLE   5,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 21,216 152,537 SH   SOLE   152,537 0 0
FIFTH THIRD BANCORP COM 316773100 3,380 109,950 SH   SOLE   109,950 0 0
FIRST AMERN FINL CORP COM 31847R102 15,933 273,205 SH   SOLE   273,205 0 0
FIRST COMWLTH FINL CORP PA COM 319829107 635 43,785 SH   SOLE   43,785 0 0
GLOBAL PMTS INC COM 37940X102 16,639 91,141 SH   SOLE   91,141 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,895 29,988 SH   SOLE   29,988 0 0
GREENSKY INC CL A 39572G100 256 28,744 SH   SOLE   28,744 0 0
HOME DEPOT INC COM 437076102 12,993 59,499 SH   SOLE   59,499 0 0
INTELSAT S A COM L5140P101 1,289 183,412 SH   SOLE   183,412 0 0
INTELSAT S A COM L5140P101 6,960 990,000 SH Call SOLE   990,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,509 102,747 SH   SOLE   102,747 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 10,944 51,475 SH   SOLE   51,475 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 838 19,200 SH   SOLE   19,200 0 0
JD COM INC SPON ADR CL A 47215P106 8,279 234,989 SH   SOLE   234,989 0 0
KB HOME COM 48666K109 7,347 214,383 SH   SOLE   214,383 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 9,217 89,808 SH   SOLE   89,808 0 0
KKR & CO INC CL A 48251W104 9,270 317,798 SH   SOLE   317,798 0 0
LAM RESEARCH CORP COM 512807108 10,076 34,461 SH   SOLE   34,461 0 0
LYFT INC CL A COM 55087P104 2,972 69,083 SH   SOLE   69,083 0 0
MARKEL CORP COM 570535104 4,449 3,892 SH   SOLE   3,892 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 10,877 409,514 SH   SOLE   409,514 0 0
MASTERCARD INC CL A 57636Q104 50,316 168,513 SH   SOLE   168,513 0 0
MEDALLIA INC COM 584021109 902 29,000 SH   SOLE   29,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,291 38,800 SH   SOLE   38,800 0 0
MICRON TECHNOLOGY INC COM 595112103 7,586 141,048 SH   SOLE   141,048 0 0
MICROSOFT CORP COM 594918104 29,227 185,331 SH   SOLE   185,331 0 0
NETFLIX INC COM 64110L106 7,339 22,680 SH   SOLE   22,680 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 6,059 49,973 SH   SOLE   49,973 0 0
NIKE INC CL B 654106103 9,118 90,004 SH   SOLE   90,004 0 0
NVIDIA CORP COM 67066G104 15,460 65,702 SH   SOLE   65,702 0 0
OFG BANCORP COM 67103X102 2,872 121,627 SH   SOLE   121,627 0 0
OKTA INC CL A 679295105 14,754 127,887 SH   SOLE   127,887 0 0
PALO ALTO NETWORKS INC COM 697435105 15,019 64,948 SH   SOLE   64,948 0 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 3,392 636,485 SH   SOLE   636,485 0 0
PINTEREST INC CL A 72352L106 1,499 80,402 SH   SOLE   80,402 0 0
PULTE GROUP INC COM 745867101 12,182 313,976 SH   SOLE   313,976 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 10,879 55,500 SH   SOLE   55,500 0 0
RH COM 74967X103 2,701 12,649 SH   SOLE   12,649 0 0
SALESFORCE COM INC COM 79466L302 35,689 219,437 SH   SOLE   219,437 0 0
SERVICENOW INC COM 81762P102 4,907 17,381 SH   SOLE   17,381 0 0
SHERWIN WILLIAMS CO COM 824348106 17,220 29,509 SH   SOLE   29,509 0 0
SHOPIFY INC CL A 82509L107 14,134 35,551 SH   SOLE   35,551 0 0
SILVERGATE CAP CORP CL A 82837P408 701 44,054 SH   SOLE   44,054 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,300 28,895 SH   SOLE   28,895 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,104 277,171 SH   SOLE   277,171 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 10,632 227,170 SH   SOLE   227,170 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 15,602 313,918 SH   SOLE   313,918 0 0
TWILIO INC CL A 90138F102 15,233 154,995 SH   SOLE   154,995 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,511 218,928 SH   SOLE   218,928 0 0
VANECK VECTORS ETF TRUST OIL SVCS ETF 92189F718 661 49,900 SH   SOLE   49,900 0 0
VIAVI SOLUTIONS INC COM 925550105 3,868 257,848 SH   SOLE   257,848 0 0
VISA INC COM CL A 92826C839 32,419 172,532 SH   SOLE   172,532 0 0
VULCAN MATLS CO COM 929160109 7,850 54,516 SH   SOLE   54,516 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,978 143,667 SH   SOLE   143,667 0 0
ZYNGA INC CL A 98986T108 1,786 291,904 SH   SOLE   291,904 0 0