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
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
21VIANET GROUP INC SPONSORED ADS A 90138A103 11,150 804,480 SH   SOLE   804,480 0 0
ACACIA RESH CORP ACACIA TCH COM 003881307 44 20,000 SH   SOLE   20,000 0 0
AMBEV SA SPONSORED ADR 02319V103 1,400 608,708 SH   SOLE   608,708 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 149 186,056 SH   SOLE   186,056 0 0
AMPLIFY ENERGY CORP NEW COM 03212B103 87 152,861 SH   SOLE   152,861 0 0
BAUSCH HEALTH COS INC COM 071734107 898 57,957 SH   SOLE   57,957 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,632 6 SH   SOLE   6 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,124 6,150 SH   SOLE   6,150 0 0
BROADWIND ENERGY INC COM NEW 11161T207 16 11,200 SH   SOLE   11,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,626 197,794 SH   SOLE   197,794 0 0
CUMULUS MEDIA INC COM CLASS A 231082801 765 141,104 SH   SOLE   141,104 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,289 32,598 SH   SOLE   32,598 0 0
DORIAN LPG LTD SHS USD Y2106R110 990 113,682 SH   SOLE   113,682 0 0
DR REDDYS LABS LTD ADR 256135203 3,053 75,700 SH   SOLE   75,700 0 0
EXLSERVICE HOLDINGS INC COM 302081104 4,296 82,562 SH   SOLE   82,562 0 0
FOUR SEASONS ED CAYMAN INC ADR 35101A101 338 296,182 SH   SOLE   296,182 0 0
FREQUENCY ELECTRS INC COM 358010106 91 10,000 SH   SOLE   10,000 0 0
FS KKR CAPITAL CORP COM 302635107 1,580 526,656 SH   SOLE   526,656 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,369 23,621 SH   SOLE   23,621 0 0
GENPACT LIMITED SHS G3922B107 12,378 423,889 SH   SOLE   423,889 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 8,419 767,497 SH   SOLE   767,497 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,849 48,070 SH   SOLE   48,070 0 0
ICICI BANK LIMITED ADR 45104G104 16,819 1,978,675 SH   SOLE   1,978,675 0 0
INFOSYS LTD SPONSORED ADR 456788108 7,644 931,087 SH   SOLE   931,087 0 0
JEFFERIES FINL GROUP INC COM 47233W109 137 10,000 SH   SOLE   10,000 0 0
KINDER MORGAN INC DEL COM 49456B101 1,336 95,992 SH   SOLE   95,992 0 0
MAGAL SECURITY SYS LTD ORD M6786D104 87 29,613 SH   SOLE   29,613 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 722 60,400 SH   SOLE   60,400 0 0
MICRON TECHNOLOGY INC COM 595112103 1,173 27,882 SH   SOLE   27,882 0 0
MOMO INC ADR 60879B107 10,046 463,147 SH   SOLE   463,147 0 0
NETFLIX INC COM 64110L106 4,694 12,500 SH Put SOLE   12,500 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 5,741 53,037 SH   SOLE   53,037 0 0
NIU TECHNOLOGIES ADS 65481N100 3,197 458,700 SH   SOLE   458,700 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 5,128 198,296 SH   SOLE   198,296 0 0
RESOLUTE FST PRODS INC COM 76117W109 126 100,000 SH   SOLE   100,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,407 71,300 SH   SOLE   71,300 0 0
TEEKAY CORPORATION COM Y8564W103 495 156,745 SH   SOLE   156,745 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 700 71,500 SH   SOLE   71,500 0 0
TERNIUM SA SPONSORED ADS 880890108 1,417 119,045 SH   SOLE   119,045 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,030 114,723 SH   SOLE   114,723 0 0
TURQUOISE HILL RES LTD COM 900435108 1,772 4,642,023 SH   SOLE   4,642,023 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,709 54,156 SH   SOLE   54,156 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 2,192 51,000 SH   SOLE   51,000 0 0