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

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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
ANTERO MIDSTREAM CORP COM 03676B102 18,942 1,956,196 SH   SOLE   1,956,196 0 0
ANTERO RESOURCES CORP COM 03674X106 90,492 5,171,014 SH   SOLE   5,171,014 0 0
CHINA YUCHAI INTL LTD COM G21082105 52,828 3,540,793 SH   SOLE   3,540,793 0 0
GENWORTH FINANCIAL INC COM 37247D106 46,899 11,580,008 SH   SOLE   11,580,008 0 0
GLORY STAR NEW MEDIA GROUP COM G39973105 8,024 6,800,000 SH   SOLE   6,800,000 0 0
NEW ORIENTAL EDUCATIO-SP ADR 647581107 17,491 8,329,065 SH   SOLE   8,329,065 0 0
RENESOLA LTD-SPON ADR 75971T103 69,160 11,604,104 SH   SOLE   11,604,104 0 0
TURQUOISE HILL RESOURCES COM 900435108 18,533 1,126,647 SH   SOLE   1,126,647 0 0
VALARIS PLC COM G9460G101 18,840 523,353 SH   SOLE   523,353 0 0
VEON LTD ADS 92719A106 33,699 19,707,105 SH   SOLE   19,707,105 0 0