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 MIDSTREAM CORP COM 03676B102 11,979 2,348,868 SH   SOLE   2,348,868 0 0
ANTERO RES CORP COM 03674X106 25,145 9,904,385 SH   SOLE   9,904,385 0 0
CHINA YUCHAI INTL LTD COM G21082105 55,744 3,876,523 SH   SOLE   3,876,523 0 0
GENWORTH FINANCIAL INC COM 37247D106 19,582 8,481,117 SH   SOLE   8,481,117 0 0
GULFPORT ENERGY CORP COM 402635304 12,756 11,703,239 SH   SOLE   11,703,239 0 0
NOBLE CORP PLC COM G65422100 3,954 12,321,077 SH   SOLE   12,321,077 0 0
RENESOLA LTD-SPON ADR 75971T103 16,062 14,094,735 SH   SOLE   14,094,735 0 0
TUPPERWARE BRANDS CORP COM 899896104 2,375 500,000 SH   SOLE   500,000 0 0
TURQUOISE HILL RESOURCES COM 900435108 7,480 10,202,580 SH   SOLE   10,202,580 0 0
VALARIS PLC CLASS A COM G9402V109 3,194 4,881,657 SH   SOLE   4,881,657 0 0
VEON LTD ADS 92719A106 7,966 4,425,578 SH   SOLE   4,425,578 0 0