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

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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 20,437 1,967,063 SH   SOLE   1,967,063 0 0
ANTERO RESOURCES CORP COM 03674X106 82,665 5,500,000 SH   SOLE   5,500,000 0 0
CHINA YUCHAI INTL LTD COM G21082105 56,388 3,515,505 SH   SOLE   3,515,505 0 0
GENWORTH FINANCIAL INC COM 37247D106 39,085 10,021,810 SH   SOLE   10,021,810 0 0
RENESOLA LTD-SPON ADR 75971T103 105,535 11,597,298 SH   SOLE   11,597,298 0 0
TURQUOISE HILL RESOURCES COM 900435108 5,799 343,750 SH   SOLE   343,750 0 0
VALARIS PLC COM G9460G101 15,163 525,055 SH   SOLE   525,055 0 0
VEON LTD ADS 92719A106 28,801 15,738,323 SH   SOLE   15,738,323 0 0