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
ANTERO RES CORP COM 03674X106 5,315 1,865,168 SH   SOLE   1,865,168 0 0
AVON PRODUCTS INC COM 054303102 14,604 2,589,454 SH   SOLE   2,589,454 0 0
CHINA YUCHAI INTL LTD COM G21082105 48,006 3,601,424 SH   SOLE   3,601,424 0 0
DEUTSCHE BANK AG-REGD COM D18190898 1,319 169,639 SH   SOLE   169,639 0 0
DUNXIN FINANCIAL HOLDINGS ADS 16950W105 885 783,311 SH   SOLE   783,311 0 0
VALARIS PLC COM 29358QAH2 16,019 2,442,000 SH   SOLE   2,442,000 0 0
EROS INTERNATIONAL PLC COM G3788M114 10,921 3,221,772 SH   SOLE   3,221,772 0 0
GENWORTH FINANCIAL INC COM 37247D106 31,172 7,084,617 SH   SOLE   7,084,617 0 0
GNC HOLDINGS INC COM 36191G107 5,523 2,045,870 SH   SOLE   2,045,870 0 0
GULFPORT ENERGY CORP COM 402635304 11,281 3,711,000 SH   SOLE   3,711,000 0 0
NOBLE CORP PLC COM G65422100 10,508 8,613,836 SH   SOLE   8,613,836 0 0
RANGE RESOURCES CORP COM 75281A109 10,518 2,168,707 SH   SOLE   2,168,707 0 0
RENESOLA LTD ADR 75971T103 19,677 13,906,549 SH   SOLE   13,906,549 0 0
SEADRILL LIMITED SHS COM G7998G106 6,764 2,663,359 SH   SOLE   2,663,359 0 0
TURQUOISE HILL RESOURCES COM 900435108 7,509 10,200,000 SH   SOLE   10,200,000 0 0
VEON LTD ADS 92719A106 8,781 3,470,920 SH   SOLE   3,470,920 0 0