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
AGCO CORP COM 001084102 20,111 140,000 SH   SOLE   140,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 107,062 5,323,815 SH   SOLE   5,323,815 0 0
VALE S A SPONSORED ADS 91912E105 89,735 5,163,143 SH   SOLE   5,163,143 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 61,531 474,633 SH   SOLE   474,633 0 0