The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 167 | 5,999,777 | SH | SOLE | 5,999,777 | 0 | 0 | ||
| AVON PRODUCTS INC | COM | 054303102 | 15,019 | 9,881,198 | SH | SOLE | 9,881,198 | 0 | 0 | ||
| BED BATH & BEYOND INC | COM | 075896100 | 2,014 | 177,978 | SH | SOLE | 177,978 | 0 | 0 | ||
| CHINA YUCHAI INTL LTD | COM | G21082105 | 42,251 | 3,396,458 | SH | SOLE | 3,396,458 | 0 | 0 | ||
| DEUTSCHE BANK AG-REGD | COM | D18190898 | 10,610 | 1,301,868 | SH | SOLE | 1,301,868 | 0 | 0 | ||
| DUNXIN FINANCIAL HOLDINGS | ADS | 16950W105 | 1,706 | 952,477 | SH | SOLE | 952,477 | 0 | 0 | ||
| GENWORTH FINANCIAL INC | COM | 37247D106 | 29,737 | 6,381,359 | SH | SOLE | 6,381,359 | 0 | 0 | ||
| GNC HOLDINGS INC | COM | 36191G107 | 1,896 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| GULFPORT ENERGY CORP | COM | 402635304 | 327 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NOBLE CORP PLC | COM | G65422100 | 3,121 | 1,191,500 | SH | SOLE | 1,191,500 | 0 | 0 | ||
| RENESOLA LTD | ADR | 75971T103 | 4,337 | 3,645,129 | SH | SOLE | 3,645,129 | 0 | 0 | ||
| SOUTHWESTERN ENERGY CO | COM | 845467307 | 8,595 | 2,520,600 | SH | SOLE | 2,520,600 | 0 | 0 | ||
| UTSTARCOM INC | COM | 918076100 | 21,865 | 8,041,700 | SH | SOLE | 8,041,700 | 0 | 0 | ||
| VITAMIN SHOPPE INC | COM | 92849E101 | 19,784 | 4,173,900 | SH | SOLE | 4,173,900 | 0 | 0 | ||
| VEON LTD | ADS | 92719A106 | 8,136 | 3,477,283 | SH | SOLE | 3,477,283 | 0 | 0 | ||