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 19,334 2,106,196 SH   SOLE   2,106,196 0 0
ANTERO RESOURCES CORP COM 03674X106 41,233 1,350,000 SH   SOLE   1,350,000 0 0
CHINA YUCHAI INTL LTD COM G21082105 28,435 3,900,682 SH   SOLE   3,900,682 0 0
DOLE PLC COM G27907107 2,820 386,387 SH   SOLE   386,387 0 0
GENWORTH FINANCIAL INC COM 37247D106 33,618 9,605,386 SH   SOLE   9,605,386 0 0
LIFEMD INC COM 53216B104 806 409,564 SH   SOLE   409,564 0 0
NEW ORIENTAL EDUCATIO-SP ADR 647581107 67,139 2,800,965 SH   SOLE   2,800,965 0 0
RENESOLA LTD-SPON ADR 75971T103 69,297 13,749,559 SH   SOLE   13,749,559 0 0
TURQUOISE HILL RESOURCES COM 900435108 23,803 805,000 SH   SOLE   805,000 0 0
VALARIS PLC COM G9460G101 25,612 523,353 SH   SOLE   523,353 0 0
VEON LTD ADS 92719A106 26,317 82,101,466 SH   SOLE   82,101,466 0 0
VANGUARD SHORT TERM TREAS ETF 92206C102 11,495 198,986 SH   SOLE   198,986 0 0