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
AERCAP HOLDINGS NV SHS N00985106 17,808 462,657 SH   SOLE   462,657 0 0
AMBARELLA INC SHS G037Ax101 2,091 28,400 SH   SOLE   28,400 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 10,637 501,725 SH   SOLE   501,725 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 7,885 132,886 SH   SOLE   132,886 0 0
BARCLAYS BK PLC 2 YR TREAS BEAR 06740L519 867 29,950 SH   SOLE   29,950 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,297 6 SH   SOLE   6 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29,043 201,033 SH   SOLE   201,033 0 0
BROADWIND ENERGY INC COM NEW 11161T207 49 11,200 SH   SOLE   11,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208 19,149 439,187 SH   SOLE   439,187 0 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 28,464 1,251,718 SH   SOLE   1,251,718 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,018 42,300 SH   SOLE   42,300 0 0
DORIAN LPG LTD SHS USD Y2106R110 6,432 1,071,957 SH   SOLE   1,071,957 0 0
DR REDDYS LABS LTD ADR 256135203 2,395 51,600 SH   SOLE   51,600 0 0
EROS INTL PLC SHS NEW G3788M114 26,964 1,760,025 SH   SOLE   1,760,025 0 0
FREQUENCY ELECTRS INC COM 358010106 105 10,000 SH   SOLE   10,000 0 0
GENPACT LIMITED SHS G3922B107 11,445 477,860 SH   SOLE   477,860 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 3,938 458,421 SH   SOLE   458,421 0 0
ICICI BK LTD ADR 45104G104 2,638 353,100 SH   SOLE   353,100 0 0
JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 2,234 90,710 SH   SOLE   90,710 0 0
LEUCADIA NATL CORP COM 527288104 7,806 410,000 SH   SOLE   410,000 0 0
MAGAL SECURITY SYS LTD ORD M6786D104 125 29,613 SH   SOLE   29,613 0 0
MICRON TECHNOLOGY INC COM 595112103 25,306 1,423,288 SH   SOLE   1,423,288 0 0
RESOLUTE FST PRODS INC COM 76117W109 331 70,000 SH   SOLE   70,000 0 0
TARENA INTL INC ADR 876108101 2,414 166,698 SH   SOLE   166,698 0 0
TRIBUNE MEDIA CO CL A 896047503 2,074 56,800 SH   SOLE   56,800 0 0
TURQUOISE HILL RES LTD COM 900435108 31,470 10,595,803 SH   SOLE   10,595,803 0 0
VIDEOCON D2H LTD ADR 92657J101 1,057 108,100 SH   SOLE   108,100 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 1,507 50,310 SH   SOLE   50,310 0 0