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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 19,061 2,106,196 SH   SOLE   2,106,196 0 0
ANTERO RESOURCES CORP COM 03674X106 41,377 1,350,000 SH   SOLE   1,350,000 0 0
CHINA YUCHAI INTL LTD COM G21082105 33,563 3,805,383 SH   SOLE   3,805,383 0 0
GENWORTH FINANCIAL INC COM 37247D106 40,877 11,580,008 SH   SOLE   11,580,008 0 0
LIFEMD INC COM 53216B104 707 346,700 SH   SOLE   346,700 0 0
NEW ORIENTAL EDUCATIO-SP ADR 647581107 61,099 3,000,965 SH   SOLE   3,000,965 0 0
RENESOLA LTD-SPON ADR 75971T103 60,560 12,749,559 SH   SOLE   12,749,559 0 0
TURQUOISE HILL RESOURCES COM 900435108 24,140 901,427 SH   SOLE   901,427 0 0
VALARIS PLC COM G9460G101 22,106 523,353 SH   SOLE   523,353 0 0
VANECK VECTORS RUSSIA ETF 92189F403 563 99,700 SH   SOLE   99,700 0 0
VEON LTD ADS 92719A106 34,217 74,385,093 SH   SOLE   74,385,093 0 0
VANGUARD SHORT TERM TREAS ETF 92206C102 47,122 800,587 SH   SOLE   800,587 0 0
YANDEX NV-A COM N97284108 321 17,000 SH   SOLE   17,000 0 0