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 7,977 334,320 SH   SOLE   334,320 0 0
ACACIA RESH CORP ACACIA TCH COM 003881307 82 20,000 SH   SOLE   20,000 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 260 186,056 SH   SOLE   186,056 0 0
AMPLIFY ENERGY CORP NEW COM 03212B103 188 152,861 SH   SOLE   152,861 0 0
BAUSCH HEALTH COS INC COM 071734107 1,060 57,957 SH   SOLE   57,957 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 1,604 6 SH   SOLE   6 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,098 6,150 SH   SOLE   6,150 0 0
BROADWIND INC COM NEW 11161T207 42 11,200 SH   SOLE   11,200 0 0
CHENIERE ENERGY INC COM NEW 16411R208 9,557 197,794 SH   SOLE   197,794 0 0
CUMULUS MEDIA INC COM CLASS A 231082801 557 141,104 SH   SOLE   141,104 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,791 32,598 SH   SOLE   32,598 0 0
DORIAN LPG LTD SHS USD Y2106R110 880 113,682 SH   SOLE   113,682 0 0
DR REDDYS LABS LTD ADR 256135203 4,013 75,700 SH   SOLE   75,700 0 0
EXLSERVICE HOLDINGS INC COM 302081104 5,234 82,562 SH   SOLE   82,562 0 0
FOUR SEASONS ED CAYMAN INC ADR 35101A101 344 296,182 SH   SOLE   296,182 0 0
FREQUENCY ELECTRS INC COM 358010106 92 10,000 SH   SOLE   10,000 0 0
FS KKR CAPITAL CORP COM 302635206 1,843 131,663 SH   SOLE   131,663 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,791 22,477 SH   SOLE   22,477 0 0
GENPACT LIMITED SHS G3922B107 14,967 409,825 SH   SOLE   409,825 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 6,674 495,112 SH   SOLE   495,112 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 2,185 48,070 SH   SOLE   48,070 0 0
ICICI BANK LIMITED ADR 45104G104 20,021 2,155,107 SH   SOLE   2,155,107 0 0
INFOSYS LTD SPONSORED ADR 456788108 10,023 1,037,587 SH   SOLE   1,037,587 0 0
JEFFERIES FINL GROUP INC COM 47233W109 156 10,000 SH   SOLE   10,000 0 0
KINDER MORGAN INC DEL COM 49456B101 1,456 95,992 SH   SOLE   95,992 0 0
MAGAL SECURITY SYS LTD ORD M6786D104 89 29,613 SH   SOLE   29,613 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 925 60,400 SH   SOLE   60,400 0 0
MICRON TECHNOLOGY INC COM 595112103 1,436 27,882 SH   SOLE   27,882 0 0
MOMO INC ADR 60879B107 6,839 391,239 SH   SOLE   391,239 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 7,493 57,537 SH   SOLE   57,537 0 0
NIU TECHNOLOGIES ADS 65481N100 4,810 300,600 SH   SOLE   300,600 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 3,734 146,596 SH   SOLE   146,596 0 0
PG&E CORP COM 69331C108 1,774 200,000 SH   SOLE   200,000 0 0
RESOLUTE FST PRODS INC COM 76117W109 211 100,000 SH   SOLE   100,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,048 71,300 SH   SOLE   71,300 0 0
TEEKAY CORPORATION COM Y8564W103 376 156,745 SH   SOLE   156,745 0 0
TEEKAY LNG PARTNERS L P PRTNRSP UNITS Y8564M105 834 71,500 SH   SOLE   71,500 0 0
TERNIUM SA SPONSORED ADS 880890108 1,515 99,891 SH   SOLE   99,891 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,415 114,723 SH   SOLE   114,723 0 0
TURQUOISE HILL RES LTD COM 900435108 3,404 4,642,023 SH   SOLE   4,642,023 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,874 54,156 SH   SOLE   54,156 0 0
WNS HLDGS LTD SPON ADR 92932M101 2,804 51,000 SH   SOLE   51,000 0 0