From: Paul Barrett
Sent: Monday, July 24, 2017 5:56 PM
To: Richard Kahn
Cc: Jeffrey Epstein
Subject: To Do

Rich

I would like to clean up the following positions:

Sell Akorn — they wer= bought for cash and makes no sense to hold from here

Sell GE — the company could take years to turnaround and I fear=it will become another IBM.

Our GM position is way=to big. I don't like any of the OEMs. Ride sharing and lower mille=nial car ownership will be a serious headwind for all of these car produce=s. I would gladly rotate the entire GM exposure to the Driver Assistance T=eme.

Sell Match — position very small

• class=MsoNormal>Sell MobilEye — INTC bought them and I hate Int=l

Sell Square – position too small

Sell Terraform Global — position too small

Sell Global Partner Acquisition Corp

The next generation of cars an= smartphones are going to have 3D sensors (think Iris scan vs fingerprint =can). So we should $2.5MM from the proceeds of the above sales and buy $50=,000 of each of the following:

* Win Semiconductor
* ST Micro
* AMS AG
* Sunny Optica=
* ASML

And lastly we need more eGaming exposure. We have Tencent and =etEase — both of which we will add on the next opportunity. So I w=uld like to add $500,000 each to:

- Ubisoft

- Modern Times

&nb=p;

Paul

<=0:p>

Pau= Barrett
646-342-6930