The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMBARELLA INC | SHS | G037AX101 | 2,785 | 47,400 | SH | SOLE | 47,400 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 5,771 | 318,474 | SH | SOLE | 318,474 | 0 | 0 | ||
| BARCLAYS BK PLC | 2 YR TREAS BEAR | 06740L519 | 349 | 9,970 | SH | SOLE | 9,970 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,786 | 6 | SH | SOLE | 6 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 6,971 | 35,168 | SH | SOLE | 35,168 | 0 | 0 | ||
| BROADWIND ENERGY INC | COM NEW | 11161T207 | 30 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 5,868 | 108,992 | SH | SOLE | 108,992 | 0 | 0 | ||
| CHENIERE ENERGY PTNRS LP HLD | COM REP LLC IN | 16411W108 | 10,385 | 375,038 | SH | SOLE | 375,038 | 0 | 0 | ||
| CHINA DISTANCE ED HLDGS LTD | SPONS ADR | 16944W104 | 357 | 38,463 | SH | SOLE | 38,463 | 0 | 0 | ||
| CHINA ONLINE ED GROUP | SPONSORED ADR | 16954L105 | 5,038 | 403,038 | SH | SOLE | 403,038 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 23,012 | 324,022 | SH | SOLE | 324,022 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 3,081 | 37,901 | SH | SOLE | 37,901 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 3,036 | 369,376 | SH | SOLE | 369,376 | 0 | 0 | ||
| DR REDDYS LABS LTD | ADR | 256135203 | 8,601 | 229,000 | SH | SOLE | 229,000 | 0 | 0 | ||
| FOUR SEASONS ED CAYMAN INC | ADR | 35101A101 | 2,852 | 316,900 | SH | SOLE | 316,900 | 0 | 0 | ||
| FREQUENCY ELECTRS INC | COM | 358010106 | 94 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 14,099 | 625,773 | SH | SOLE | 625,773 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 28,633 | 902,119 | SH | SOLE | 902,119 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 19,877 | 1,907,536 | SH | SOLE | 1,907,536 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 9,955 | 1,023,150 | SH | SOLE | 1,023,150 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 4,901 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| MAGAL SECURITY SYS LTD | ORD | M6786D104 | 150 | 29,613 | SH | SOLE | 29,613 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 11,569 | 281,353 | SH | SOLE | 281,353 | 0 | 0 | ||
| RESOLUTE FST PRODS INC | COM | 76117W109 | 1,658 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| RISE ED CAYMAN LTD | SPONSORED ADR | 76761L102 | 1,035 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TARENA INTL INC | ADR | 876108101 | 3,750 | 250,200 | SH | SOLE | 250,200 | 0 | 0 | ||
| TRIBUNE MEDIA CO | CL A | 896047503 | 973 | 22,900 | SH | SOLE | 22,900 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435108 | 52,657 | 15,351,938 | SH | SOLE | 15,351,938 | 0 | 0 | ||
| VIDEOCON D2H LTD | ADR | 92657J101 | 32,216 | 3,387,610 | SH | SOLE | 3,387,610 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 1,451 | 123,800 | SH | SOLE | 123,800 | 0 | 0 | ||
| WMIH CORP | COM | 92936P100 | 751 | 884,051 | SH | SOLE | 884,051 | 0 | 0 | ||
| WNS HOLDINGS LTD | SPON ADR | 92932M101 | 1,573 | 39,200 | SH | SOLE | 39,200 | 0 | 0 | ||