EFTA02350036

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: EFTA_R1_01327033 EFTA02350036 Ubisoft Modern Times &nb=p; Paul ao:p> Pau= Barrett 646-342-6930 2 EFTA_R1_01327034 EFTA02350037