EFTA02642364.pdf

From: jeffrey E. <[email protected]> Sent: Monday, July 24, 2017 6:25 PM To: Paul Barrett Subject: Re: To Do Ok to all =div>On Mon, Jul 24, 2017 at 1:55 PM Paul Barrett < <mailto > wrote: Rich Q=A0 I would like to clean up the following=positions: Sell Akorn — they were bought for cash and makes no sense=to hold from here Sell GE — the company =ould take years to turnaround and I fear it will become another IBM. Our GM position is way to big. I don't like an= of the OEMs. Ride sharing and lower millennial car ownership will be a se=ious headwind for all of these car producers. I would gladly rotate the en=ire GM exposure to the Driver Assistance Theme. =ell Match — position very small Sell Mob=lEye — INTC bought them and I hate Intel Sell Te=raform Global — position too small Sell =lobal Partner Acquisition Corp <=u> The next generation of cars and smartphones a=e going to have 3D sensors (think Iris scan vs fingerprint scan). So we sh=uld $2.SMM from the proceeds of the above sales and buy $500,000 of each o= the following: • ST Micro • AMS AG • Sunny Optical • ASM= EFTA_R1_01877054 EFTA02642364  And lastly we need more eGaming exposure. We have Tencent and NetEase=— both of which we will add on the next opportunity. So I would li=e to add $500,000 each to: <=i class="m_-1569134557135464472MsolistParagraph" style="margin-left:Oi=">Ubisoft Modern Times =C240 Paul <= class="MsoNormal">Paul Barrett conversation-id 37198 date-last-viewed 0 date-received 1500920699 flags 8590195713 gmail-label-ids 7 remote- id 733691 2 EFTA_R1_01877055 EFTA02642365