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<infoTable>
  <nameOfIssuer>Silver Run Acquisition</nameOfIssuer>
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  <shrsOrPrnAmt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>10000</None>
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<infoTable>
  <nameOfIssuer>Simon Property Group Inc</nameOfIssuer>
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  <investmentDiscretion>SOLE</investmentDiscretion>
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    <None>95028</None>
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<infoTable>
  <nameOfIssuer>Sina Corp</nameOfIssuer>
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  <shrsOrPrnAmt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <Shared>0</Shared>
    <None>12884</None>
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<infoTable>
  <nameOfIssuer>SK Telecom Ltd</nameOfIssuer>
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  <shrsOrPrnAmt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <Shared>0</Shared>
    <None>40633</None>
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<infoTable>
  <nameOfIssuer>SM Energy Co</nameOfIssuer>
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  <votingAuthority>
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    <None>26621</None>
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<infoTable>
  <nameOfIssuer>SodaStream International Ltd</nameOfIssuer>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>42497</None>
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  <votingAuthority>
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    <None>60408</None>
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<infoTable>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>385207</None>
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<infoTable>
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  <value>13667</value>
  <shrsOrPrnAmt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>244132</None>
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<infoTable>
  <nameOfIssuer>SPDR S&amp;P Regional Banking</nameOfIssuer>
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  <value>327</value>
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    <sshPrnamt>5762</sshPrnamt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <Shared>0</Shared>
    <None>5762</None>
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<infoTable>
  <nameOfIssuer>SPDR Series Trust S&amp;P Biotech </nameOfIssuer>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>32632</None>
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</infoTable>
<infoTable>
  <nameOfIssuer>SS&amp;C Technologies Holdings Inc</nameOfIssuer>
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  <value>2049</value>
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    <sshPrnamt>51025</sshPrnamt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
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    <None>51025</None>
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<infoTable>
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  <value>278</value>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>5172</None>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>29902</None>
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    <None>30685</None>
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<infoTable>
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  <shrsOrPrnAmt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>53607</None>
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  <nameOfIssuer>Sumitomo Mitsui Financial Grou</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
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    <None>101146</None>
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  <value>17943</value>
  <shrsOrPrnAmt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>300209</None>
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  <nameOfIssuer>SVB Financial Group</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
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  <votingAuthority>
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<infoTable>
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  <titleOfClass>COM</titleOfClass>
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  <nameOfIssuer>Taiwan Semiconductor Mfg Ltd</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
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  <nameOfIssuer>Tallgrass Energy Partners LP</nameOfIssuer>
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  <cusip>874697105</cusip>
  <value>741</value>
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  <nameOfIssuer>Targa Resources Corp</nameOfIssuer>
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  <investmentDiscretion>SOLE</investmentDiscretion>
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<infoTable>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>29261</None>
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<infoTable>
  <nameOfIssuer>Ternium SA</nameOfIssuer>
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  <investmentDiscretion>SOLE</investmentDiscretion>
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    <None>22613</None>
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  <investmentDiscretion>SOLE</investmentDiscretion>
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    <None>38648</None>
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<infoTable>
  <nameOfIssuer>Total SA</nameOfIssuer>
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    <None>44707</None>
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</infoTable>
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  <titleOfClass>COM</titleOfClass>
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  <investmentDiscretion>SOLE</investmentDiscretion>
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    <None>14938</None>
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<infoTable>
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    <None>34811</None>
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</infoTable>
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  <nameOfIssuer>Trupanion Inc</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>898202106</cusip>
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  <shrsOrPrnAmt>
    <sshPrnamt>43232</sshPrnamt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
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    <None>43232</None>
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</infoTable>
<infoTable>
  <nameOfIssuer>Tupperware Brands Corp</nameOfIssuer>
  <titleOfClass>COM</titleOfClass>
  <cusip>899896104</cusip>
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  <shrsOrPrnAmt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>222135</None>
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</infoTable>
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  <nameOfIssuer>Umh Properties Inc</nameOfIssuer>
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    <None>112304</None>
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</infoTable>
<infoTable>
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  <shrsOrPrnAmt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>5219</None>
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</infoTable>
<infoTable>
  <nameOfIssuer>Unilever PLC</nameOfIssuer>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <None>53270</None>
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<infoTable>
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  <investmentDiscretion>SOLE</investmentDiscretion>
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    <None>6322</None>
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  <titleOfClass>COM</titleOfClass>
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  <value>1639</value>
  <shrsOrPrnAmt>
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  <investmentDiscretion>SOLE</investmentDiscretion>
  <votingAuthority>
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    <Shared>0</Shared>
    <None>79637</None>
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</infoTable>
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