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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANTERO MIDSTREAM CORP COM 03676B102   22,549,564 1,799,646 SH   SOLE   1,799,646 0 0
ANTERO RESOURCES CORP COM 03674X106   9,072,000 400,000 SH   SOLE   400,000 0 0
CHEER HLDG INC SHS NEW G39973204   3,946,010 1,256,691 SH   SOLE   1,256,691 0 0
CHINA YUCHAI INTL LTD COM G21082105   34,429,289 4,108,507 SH   SOLE   4,108,507 0 0
DOLE PLC ORD SHS G27907107   3,773,829 307,065 SH   SOLE   307,065 0 0
EMEREN GROUP LTD SPONSORED ADS 75971T301   50,885,087 18,639,226 SH   SOLE   18,639,226 0 0
GANNETT CO INC COM 36472T109   4,830,000 2,100,000 SH   SOLE   2,100,000 0 0
GENWORTH FINL INC COM CL A 37247D106   31,555,766 4,723,917 SH   SOLE   4,723,917 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   1,971,397 82,039 SH   SOLE   82,039 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   60,658,986 827,770 SH   SOLE   827,770 0 0
NOVAVAX INC COM NEW 670002401   37,347,629 7,780,756 SH   SOLE   7,780,756 0 0
VALARIS LTD CL A G9460G101   17,754,624 258,927 SH   SOLE   258,927 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   14,070,538 241,223 SH   SOLE   241,223 0 0
VEON LTD SPONSORED ADS 91822M502   97,543,900 4,951,467 SH   SOLE   4,951,467 0 0
YANDEX N V SHS CLASS A N97284108   0 17,000 SH   SOLE   17,000 0 0