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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BAIDU INC SPON ADR REP A 056752108   25,110 249,135 SH   SOLE   249,135 0 0
COSTAMARE INC SHS Y1771G102   12,226 2,704,788 SH   SOLE   2,704,788 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105   26,579 2,060,413 SH   SOLE   2,060,413 0 0
JOYY INC ADS REPSTG COM A 46591M109   42,127 790,976 SH   SOLE   790,976 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   2,144 397,685 SH   SOLE   397,685 0 0
QIWI PLC SPON ADR REP B 74735M108   17,327 1,617,836 SH   SOLE   1,617,836 0 0
TERNIUM SA SPONSORED ADS 880890108   20,428 1,716,645 SH   SOLE   1,716,645 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   4,679 1,122,155 SH   SOLE   1,122,155 0 0