AMBAC FINL GROUP INC COM NEW 023139884 50942 1865309 SH SOLE 1865309 0 0 ASSURED GUARANTY LTD COM G0585R106 24375 994911 SH SOLE 994911 0 0 BANCO MACRO SA SPON ADR B 05961W105 4801 133249 SH SOLE 133249 0 0 BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 4796 412030 SH SOLE 412030 0 0 CASCADE BANCORP COM NEW 147154207 11078 2126389 SH SOLE 2126389 0 0 GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 4804 327921 SH SOLE 327921 0 0 HOVNANIAN ENTERPRISES INC CL A 442487203 13191 2561300 SH SOLE 2561300 0 0 LOUISIANA PAC CORP COM 546347105 30611 2038000 SH SOLE 2038000 0 0 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2667 189164 SH SOLE 189164 0 0 NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 696 189100 SH SOLE 189100 0 0 NOVAVAX INC COM 670002104 6026 1304381 SH SOLE 1304381 0 0 PARKERVISION INC COM 701354102 894 604157 SH SOLE 604157 0 0 SCORPIO BULKERS INC SHS Y7546A106 14897 1673800 SH SOLE 1673800 0 0 TELECOM ARGENTINA S A SPON ADR REP B 879273209 5145 218471 SH SOLE 218471 0 0 ZYNGA INC CL A 98986T108 8541 2660600 SH SOLE 2660600 0 0