The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
AVON PRODUCTS INC COM 054303102 16,025 4,130,222 SH   SOLE   4,130,222 0 0
CHINA YUCHAI INTL LTD COM G21082105 51,902 3,462,507 SH   SOLE   3,462,507 0 0
DEUTSCHE BANK AG-REGD COM D18190898 1,294 169,639 SH   SOLE   169,639 0 0
DUNXIN FINANCIAL HOLDINGS ADS 16950W105 2,013 928,511 SH   SOLE   928,511 0 0
ENSCO PLC COM G3157S106 8,687 1,018,459 SH   SOLE   1,018,459 0 0
EROS INTERNATIONAL PLC COM G3788M114 3,240 2,400,000 SH   SOLE   2,400,000 0 0
FRANCESCAS HOLDING CORP COM 351793104 853 1,725,000 SH   SOLE   1,725,000 0 0
GENWORTH FINANCIAL INC COM 37247D106 24,621 6,636,617 SH   SOLE   6,636,617 0 0
GNC HOLDINGS INC COM 36191G107 4,244 2,829,972 SH   SOLE   2,829,972 0 0
GULFPORT ENERGY CORP COM 402635304 2,133 434,533 SH   SOLE   434,533 0 0
NOBLE CORP PLC COM G65422100 4,893 2,616,590 SH   SOLE   2,616,590 0 0
RANGE RESOURCES CORP COM 75281A109 1,903 272,707 SH   SOLE   272,707 0 0
RENESOLA LTD ADR 75971T103 4,915 3,840,549 SH   SOLE   3,840,549 0 0
SEADRILL LIMITED SHS COM G7998G106 2,164 520,200 SH   SOLE   520,200 0 0
UTSTARCOM INC COM 918076100 24,768 8,041,700 SH   SOLE   8,041,700 0 0
VITAMIN SHOPPE INC COM 92849E101 16,445 4,173,900 SH   SOLE   4,173,900 0 0
VEON LTD ADS 92719A106 9,926 3,545,065 SH   SOLE   3,545,065 0 0