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 13,948 3,170,222 SH   SOLE   3,170,222 0 0
CHINA YUCHAI INTL LTD COM G21082105 45,132 3,485,104 SH   SOLE   3,485,104 0 0
DEUTSCHE BANK AG-REGD COM D18190898 1,272 169,639 SH   SOLE   169,639 0 0
DUNXIN FINANCIAL HOLDINGS ADS 16950W105 1,353 902,311 SH   SOLE   902,311 0 0
VALARIS PLC COM 29358QAH2 10,966 2,280,000 SH   SOLE   2,280,000 0 0
EROS INTERNATIONAL PLC COM G3788M114 7,140 3,738,472 SH   SOLE   3,738,472 0 0
FRANCESCAS HOLDING CORP COM 351793104 983 70,276 SH   SOLE   70,276 0 0
GENWORTH FINANCIAL INC COM 37247D106 29,196 6,635,617 SH   SOLE   6,635,617 0 0
GNC HOLDINGS INC COM 36191G107 5,798 2,709,804 SH   SOLE   2,709,804 0 0
GULFPORT ENERGY CORP COM 402635304 10,840 4,000,000 SH   SOLE   4,000,000 0 0
NOBLE CORP PLC COM G65422100 4,769 3,755,821 SH   SOLE   3,755,821 0 0
RANGE RESOURCES CORP COM 75281A109 5,801 1,518,707 SH   SOLE   1,518,707 0 0
RENESOLA LTD ADR 75971T103 5,722 3,840,549 SH   SOLE   3,840,549 0 0
SEADRILL LIMITED SHS COM G7998G106 3,607 1,717,959 SH   SOLE   1,717,959 0 0
TURQUOISE HILL RESOURCES COM 900435108 3,353 7,056,000 SH   SOLE   7,056,000 0 0
VITAMIN SHOPPE INC COM 92849E101 27,205 4,172,600 SH   SOLE   4,172,600 0 0
VEON LTD ADS 92719A106 8,330 3,470,920 SH   SOLE   3,470,920 0 0