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 |
| ALTABA INC | COM | 021346101 | 947 | 12,784 | SH | SOLE | 12,784 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 2,322 | 47,400 | SH | SOLE | 47,400 | 0 | 0 | ||
| AMERICA MOVIL SAB DE CV | SPON ADR L SHS | 02364W105 | 3,377 | 176,900 | SH | SOLE | 176,900 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 6,043 | 368,474 | SH | SOLE | 368,474 | 0 | 0 | ||
| BARCLAYS BK PLC | 2 YR TREAS BEAR | 06740L519 | 373 | 9,970 | SH | SOLE | 9,970 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,795 | 6 | SH | SOLE | 6 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 5,597 | 28,056 | SH | SOLE | 28,056 | 0 | 0 | ||
| BROADWIND ENERGY INC | COM NEW | 11161T207 | 25 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
| CHENIERE ENERGY PTNRS LP HLD | COM REP LLC IN | 16411W108 | 11,735 | 425,038 | SH | SOLE | 425,038 | 0 | 0 | ||
| CHINA ONLINE ED GROUP | SPONSORED ADR | 16954L105 | 3,918 | 403,038 | SH | SOLE | 403,038 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 24,248 | 301,222 | SH | SOLE | 301,222 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | COM CL V | 24703L103 | 4,239 | 57,901 | SH | SOLE | 57,901 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 2,767 | 369,376 | SH | SOLE | 369,376 | 0 | 0 | ||
| DR REDDYS LABS LTD | ADR | 256135203 | 5,158 | 157,800 | SH | SOLE | 157,800 | 0 | 0 | ||
| EXELA TECHNOLOGIES INC | COM | 30162V102 | 994 | 179,800 | SH | SOLE | 179,800 | 0 | 0 | ||
| FOUR SEASONS ED CAYMAN INC | ADR | 35101A101 | 3,284 | 495,335 | SH | SOLE | 495,335 | 0 | 0 | ||
| FREQUENCY ELECTRS INC | COM | 358010106 | 88 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADR | 36165L108 | 17,160 | 625,142 | SH | SOLE | 625,142 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 29,358 | 917,719 | SH | SOLE | 917,719 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 11,750 | 1,907,536 | SH | SOLE | 1,907,536 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 9,055 | 1,023,150 | SH | SOLE | 1,023,150 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 1,932 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| MAGAL SECURITY SYS LTD | ORD | M6786D104 | 171 | 29,613 | SH | SOLE | 29,613 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 235 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 2,067 | 7,000 | SH | Put | SOLE | 70 | 0 | 0 | |
| RESOLUTE FST PRODS INC | COM | 76117W109 | 1,245 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TARENA INTL INC | ADR | 876108101 | 7,008 | 624,600 | SH | SOLE | 624,600 | 0 | 0 | ||
| TEEKAY CORPORATION | COM | Y8564W103 | 12,504 | 1,545,610 | SH | SOLE | 1,545,610 | 0 | 0 | ||
| TERNIUM SA | SPON ADR | 880890108 | 3,178 | 97,800 | SH | SOLE | 97,800 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435108 | 40,402 | 13,160,239 | SH | SOLE | 13,160,239 | 0 | 0 | ||
| VIDEOCON D2H LTD | ADR | 92657J101 | 25,466 | 3,105,610 | SH | SOLE | 3,105,610 | 0 | 0 | ||
| WMIH CORP | COM | 92936P100 | 0 | 884,051 | SH | SOLE | 884,051 | 0 | 0 | ||
| WNS HOLDINGS LTD | SPON ADR | 92932M101 | 1,052 | 23,200 | SH | SOLE | 23,200 | 0 | 0 | ||