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    <nameOfIssuer>ACTIVISION BLIZZARD INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00507V109</cusip>
    <value>22462</value>
    <shrsOrPrnAmt>
      <sshPrnamt>378026</sshPrnamt>
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    <votingAuthority>
      <Sole>378026</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>AGNICO EAGLE MINES LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>008474108</cusip>
    <value>21129</value>
    <shrsOrPrnAmt>
      <sshPrnamt>342944</sshPrnamt>
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    <votingAuthority>
      <Sole>342944</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>01609W102</cusip>
    <value>23820</value>
    <shrsOrPrnAmt>
      <sshPrnamt>112307</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>112307</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ALLIANCEBERNSTEIN HOLDING LP</nameOfIssuer>
    <titleOfClass>UNIT LTD PARTN</titleOfClass>
    <cusip>01881G106</cusip>
    <value>149</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4933</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>4933</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALLISON TRANSMISSION HLDGS I</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>01973R101</cusip>
    <value>15271</value>
    <shrsOrPrnAmt>
      <sshPrnamt>316036</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>316036</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ALLY FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02005N100</cusip>
    <value>18204</value>
    <shrsOrPrnAmt>
      <sshPrnamt>595685</sshPrnamt>
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      <Sole>595685</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL C</titleOfClass>
    <cusip>02079K107</cusip>
    <value>37574</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28103</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28103</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>AMGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>031162100</cusip>
    <value>10261</value>
    <shrsOrPrnAmt>
      <sshPrnamt>42566</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>42566</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ASSETMARK FINL HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>04546L106</cusip>
    <value>110</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>3800</Sole>
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      <None>0</None>
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    <nameOfIssuer>BARRICK GOLD CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>067901108</cusip>
    <value>22229</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1195729</sshPrnamt>
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      <Sole>1195729</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>BIO TECHNE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09073M104</cusip>
    <value>168</value>
    <shrsOrPrnAmt>
      <sshPrnamt>767</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>767</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>Broadcom Inc</nameOfIssuer>
    <titleOfClass>8% CNV PFD SER A</titleOfClass>
    <cusip>11135F200</cusip>
    <value>21439</value>
    <shrsOrPrnAmt>
      <sshPrnamt>18200</sshPrnamt>
      <sshPrnamtType>PRN</sshPrnamtType>
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      <Sole>18200</Sole>
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      <None>0</None>
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    <nameOfIssuer>CIRRUS LOGIC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>172755100</cusip>
    <value>115</value>
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      <sshPrnamt>1400</sshPrnamt>
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    <votingAuthority>
      <Sole>1400</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>172967424</cusip>
    <value>21693</value>
    <shrsOrPrnAmt>
      <sshPrnamt>271531</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>271531</Sole>
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      <None>0</None>
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    <nameOfIssuer>DELEK US HLDGS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>24665A103</cusip>
    <value>324</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9650</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9650</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
    <titleOfClass>COM DISNEY</titleOfClass>
    <cusip>254687106</cusip>
    <value>35597</value>
    <shrsOrPrnAmt>
      <sshPrnamt>246127</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>246127</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EBAY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>278642103</cusip>
    <value>17038</value>
    <shrsOrPrnAmt>
      <sshPrnamt>471833</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>471833</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ELECTRONIC ARTS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>285512109</cusip>
    <value>18544</value>
    <shrsOrPrnAmt>
      <sshPrnamt>172484</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>172484</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EVERI HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30034T103</cusip>
    <value>1812</value>
    <shrsOrPrnAmt>
      <sshPrnamt>134944</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>134944</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>345370860</cusip>
    <value>17117</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1840510</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1840510</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>FRANCO NEVADA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>351858105</cusip>
    <value>22376</value>
    <shrsOrPrnAmt>
      <sshPrnamt>216614</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>216614</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>35671D857</cusip>
    <value>4386</value>
    <shrsOrPrnAmt>
      <sshPrnamt>334321</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>334321</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>GAMING &amp; LEISURE PPTYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36467J108</cusip>
    <value>241</value>
    <shrsOrPrnAmt>
      <sshPrnamt>5600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>5600</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
    <value>25719</value>
    <shrsOrPrnAmt>
      <sshPrnamt>395799</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>395799</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>HDFC BANK LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>40415F101</cusip>
    <value>22307</value>
    <shrsOrPrnAmt>
      <sshPrnamt>352019</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>352019</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>Hess Midstream LP</nameOfIssuer>
    <titleOfClass>CL A SHS</titleOfClass>
    <cusip>428103105</cusip>
    <value>281</value>
    <shrsOrPrnAmt>
      <sshPrnamt>12377</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12377</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>HOLLYFRONTIER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>436106108</cusip>
    <value>164</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3237</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3237</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>HUNTINGTON INGALLS INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>446413106</cusip>
    <value>16685</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66506</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66506</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ITT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>45073V108</cusip>
    <value>257</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3483</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3483</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>KT CORP</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>48268K101</cusip>
    <value>238</value>
    <shrsOrPrnAmt>
      <sshPrnamt>20500</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>20500</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MGIC INVT CORP WIS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>552848103</cusip>
    <value>9215</value>
    <shrsOrPrnAmt>
      <sshPrnamt>650298</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>650298</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MASCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>574599106</cusip>
    <value>21489</value>
    <shrsOrPrnAmt>
      <sshPrnamt>447771</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>447771</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>MCKESSON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58155Q103</cusip>
    <value>18369</value>
    <shrsOrPrnAmt>
      <sshPrnamt>132800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>132800</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NAVIENT CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>63938C108</cusip>
    <value>10602</value>
    <shrsOrPrnAmt>
      <sshPrnamt>775024</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>775024</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NEWMONT GOLDCORP CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>651639106</cusip>
    <value>22936</value>
    <shrsOrPrnAmt>
      <sshPrnamt>527861</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>527861</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>NIKE INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>654106103</cusip>
    <value>22230</value>
    <shrsOrPrnAmt>
      <sshPrnamt>219426</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>219426</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>PHILIP MORRIS INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>718172109</cusip>
    <value>56165</value>
    <shrsOrPrnAmt>
      <sshPrnamt>660061</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>660061</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>POST HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>737446104</cusip>
    <value>227</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2078</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2078</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
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    <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>48469</value>
    <shrsOrPrnAmt>
      <sshPrnamt>549346</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>549346</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>806857108</cusip>
    <value>43942</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1093090</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>1093090</Sole>
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      <None>0</None>
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    <nameOfIssuer>SCHNEIDER NATIONAL INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>80689H102</cusip>
    <value>216</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9900</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9900</Sole>
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      <None>0</None>
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    <nameOfIssuer>SILICON MOTION TECHNOLOGY CO</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>82706C108</cusip>
    <value>246</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4850</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4850</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STARBUCKS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>855244109</cusip>
    <value>17538</value>
    <shrsOrPrnAmt>
      <sshPrnamt>199481</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>199481</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STARS GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>85570W100</cusip>
    <value>9784</value>
    <shrsOrPrnAmt>
      <sshPrnamt>375000</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>375000</Sole>
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      <None>0</None>
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    <nameOfIssuer>TC PIPELINES LP</nameOfIssuer>
    <titleOfClass>UT COM LTD PRT</titleOfClass>
    <cusip>87233Q108</cusip>
    <value>328</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7750</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7750</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWAR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>874054109</cusip>
    <value>159</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1300</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1300</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>TREEHOUSE FOODS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89469A104</cusip>
    <value>184</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3800</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3800</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>UNDER ARMOUR INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>904311107</cusip>
    <value>203</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9383</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9383</Sole>
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      <None>0</None>
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    <nameOfIssuer>VANECK VECTORS ETF TRUST</nameOfIssuer>
    <titleOfClass>JR GOLD MINERS E</titleOfClass>
    <cusip>92189F791</cusip>
    <value>319</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7538</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7538</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>VEREIT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>92339V100</cusip>
    <value>94</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10200</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>VICI PPTYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>925652109</cusip>
    <value>248</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9700</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9700</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>VOYA FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>929089100</cusip>
    <value>19046</value>
    <shrsOrPrnAmt>
      <sshPrnamt>312339</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>312339</Sole>
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      <None>0</None>
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    <nameOfIssuer>Arco Platform Ltd</nameOfIssuer>
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    <cusip>G04553106</cusip>
    <value>53</value>
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      <sshPrnamt>1200</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1200</Sole>
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      <None>0</None>
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    <nameOfIssuer>ATHENE HLDG LTD</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>G0684D107</cusip>
    <value>1912</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40664</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40664</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>CREDICORP LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G2519Y108</cusip>
    <value>6171</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28956</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28956</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LAZARD LTD</nameOfIssuer>
    <titleOfClass>SHS A</titleOfClass>
    <cusip>G54050102</cusip>
    <value>272</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6803</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6803</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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</informationTable>
