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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
AEGEAN MARINE PETROLEUM COM Y0017S102 8,537 5,970,411 SH   SOLE   5,970,411 0 0
AVON PRODUCTS INC COM 054303102 20,858 9,481,241 SH   SOLE   9,481,241 0 0
DUNXIN FINANCIAL HOLDINGS ADS 16950W105 3,785 956,729 SH   SOLE   956,729 0 0
CHINA YUCHAI INTL LTD COM G21082105 56,880 3,293,594 SH   SOLE   3,293,594 0 0
GENWORTH FINANCIAL INC COM 37247D106 26,696 6,402,059 SH   SOLE   6,402,059 0 0
NOBLE CORP PLC COM G65422100 8,847 1,258,500 SH   SOLE   1,258,500 0 0
NORDIC AMERICAN OFFSHORE COM G65772108 431 445,300 SH   SOLE   445,300 0 0
RENESOLA LTD ADR 75971T103 6,736 3,334,730 SH   SOLE   3,334,730 0 0
SOUTHWESTERN ENERGY CO COM 845467307 8,269 1,618,200 SH   SOLE   1,618,200 0 0
UTSTARCOM INC COM 918076100 30,336 7,900,000 SH   SOLE   7,900,000 0 0
VITAMIN SHOPPE INC COM 92849E101 41,822 4,182,200 SH   SOLE   4,182,200 0 0
VEON LTD ADS 92719A106 10,173 3,507,983 SH   SOLE   3,507,983 0 0