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 21,263 1,956,196 SH   SOLE   1,956,196 0 0
ANTERO RESOURCES CORP COM 03674X106 90,063 2,950,000 SH   SOLE   2,950,000 0 0
CHINA YUCHAI INTL LTD COM G21082105 41,250 3,540,793 SH   SOLE   3,540,793 0 0
GENWORTH FINANCIAL INC COM 37247D106 43,772 11,580,008 SH   SOLE   11,580,008 0 0
GLORY STAR NEW MEDIA GROUP COM G39973105 7,859 7,557,251 SH   SOLE   7,557,251 0 0
NEW ORIENTAL EDUCATIO-SP ADR 647581107 25,875 22,500,065 SH   SOLE   22,500,065 0 0
RENESOLA LTD-SPON ADR 75971T103 67,419 11,604,104 SH   SOLE   11,604,104 0 0
TURQUOISE HILL RESOURCES COM 900435108 27,078 901,427 SH   SOLE   901,427 0 0
VALARIS PLC COM G9460G101 27,198 523,353 SH   SOLE   523,353 0 0
VANECK VECTORS RUSSIA ETF 92189F403 563 99,700 SH   SOLE   99,700 0 0
VEON LTD ADS 92719A106 34,264 50,195,791 SH   SOLE   50,195,791 0 0
YANDEX NV-A COM N97284108 321 17,000 SH   SOLE   17,000 0 0