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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 77,655 425,626 SH   SOLE   425,626 0 0
ALPHABET INC CL C COM 02079K107 33,100 28,211 SH   SOLE   28,211 0 0
ARCONIC INC COM 03965L100 25,648 1,342,147 SH   SOLE   1,342,147 0 0
CIENA CORP COM NEW 171779309 28,965 775,732 SH   SOLE   775,732 0 0
CITIGROUP INC COM NEW 172967424 25,307 406,735 SH   SOLE   406,735 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 52,444 1,200,373 SH   SOLE   1,200,373 0 0
FEDEX CORP COM 31428X106 36,361 200,440 SH   SOLE   200,440 0 0
HESS CORP COM 42809H107 45,105 748,887 SH   SOLE   748,887 0 0
HEXCEL CORP NEW COM 428291108 32,572 470,980 SH   SOLE   470,980 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105 47,276 1,275,663 SH   SOLE   1,275,663 0 0
OWENS ILL INC COM NEW 690768403 23,905 1,259,516 SH   SOLE   1,259,516 0 0
TEXTRON INC COM 883203101 27,601 544,841 SH   SOLE   544,841 0 0
WHIRLPOOL CORP COM 963320106 39,899 300,244 SH   SOLE   300,244 0 0