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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 39,838 241,798 SH   SOLE   241,798 0 0
ALLEGHANY CORP DEL COM 017175100 28,599 43,829 SH   SOLE   43,829 0 0
ALPHABET INC CAP STK CL C 02079K107 35,819 30,013 SH   SOLE   30,013 0 0
ASSURANT INC COM 04621X108 6,266 58,045 SH   SOLE   58,045 0 0
ATHENE HLDG LTD CL A G0684D107 24,581 475,831 SH   SOLE   475,831 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 8,504 147,354 SH   SOLE   147,354 0 0
BANKUNITED INC COM 06652K103 5,958 168,318 SH   SOLE   168,318 0 0
BERRY GLOBAL GROUP INC COM 08579W103 36,433 752,897 SH   SOLE   752,897 0 0
BLACKROCK INC COM 09247X101 20,086 42,616 SH   SOLE   42,616 0 0
COMERICA INC COM 200340107 11,678 129,433 SH   SOLE   129,433 0 0
DOWDUPONT INC COM 26078J100 49,858 775,280 SH   SOLE   775,280 0 0
EXPEDIA GROUP INC COM NEW 30212P303 22,134 169,629 SH   SOLE   169,629 0 0
FACEBOOK INC CL A 30303M102 17,401 105,806 SH   SOLE   105,806 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 8,778 91,439 SH   SOLE   91,439 0 0
LAZARD LTD SHS A G54050102 6,112 127,000 SH   SOLE   127,000 0 0
M & T BK CORP COM 55261F104 29,287 177,993 SH   SOLE   177,993 0 0
MANITOWOC CO INC COM NEW 563571405 2,903 121,017 SH   SOLE   121,017 0 0
MANULIFE FINL CORP COM 56501R106 17,987 1,006,015 SH   SOLE   1,006,015 0 0
MOMO INC ADR 60879B107 18,673 426,331 SH   SOLE   426,331 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 5,970 575,713 SH   SOLE   575,713 0 0
NEXTERA ENERGY INC COM 65339F101 37,333 222,754 SH   SOLE   222,754 0 0
NRG ENERGY INC COM NEW 629377508 9,669 258,550 SH   SOLE   258,550 0 0
NUVECTRA CORP COM 67075N108 7,367 335,157 SH   SOLE   335,157 0 0
PRAXAIR INC COM 74005P104 41,695 259,416 SH   SOLE   259,416 0 0
RED ROCK RESORTS INC CL A 75700L108 48,033 1,802,373 SH   SOLE   1,802,373 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 16,518 485,541 SH   SOLE   485,541 0 0
SIMPLY GOOD FOODS CO COM 82900L102 6,409 329,503 SH   SOLE   329,503 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 34,155 188,881 SH   SOLE   188,881 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 26,971 195,460 SH   SOLE   195,460 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 44,682 975,009 SH   SOLE   975,009 0 0
VOYA FINL INC COM 929089100 36,037 725,524 SH   SOLE   725,524 0 0