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
360 FINANCE INC ADR 88557W101 42,047 3,578,519 SH   SOLE   3,578,519 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 362,961 1,816,374 SH   SOLE   1,816,374 0 0
ALPHABET INC Com 02079K107 12,321 11,399 SH   SOLE   11,399 0 0
ALTABA INC Com 021346101 48,798 703,450 SH   SOLE   703,450 0 0
ANADARKO PETE CORP Com 032511107 33,200 470,526 SH   SOLE   470,526 0 0
ANTHEM INC Com 036752103 9,284 32,898 SH   SOLE   32,898 0 0
ARRAY BIOPHARMA INC Com 04269X105 7,644 165,000 SH   SOLE   165,000 0 0
BANK NEW YORK MELLON CORP Com 064058100 8,818 199,747 SH   SOLE   199,747 0 0
BERKSHIRE HATHAWAY INC DEL Com 084670702 19,813 92,947 SH   SOLE   92,947 0 0
BHP GROUP PLC ADR 05545E209 42,062 822,977 SH   SOLE   822,977 0 0
CELGENE CORP Com 151020104 35,464 383,654 SH   SOLE   383,654 0 0
CEMEX SAB DE CV ADR 151290889 46,346 10,930 SH   SOLE   10,930 0 0
CENTENE CORP DEL Com 15135B101 3,184 60,721 SH   SOLE   60,721 0 0
COMPANHIA BRASILEIRA DE DIST ADR 20440T201 10,255 418,953 SH   SOLE   418,953 0 0
CYPRESS SEMICONDUCTOR CORP Com 232806109 7,427 333,953 SH   SOLE   333,953 0 0
DOLLAR GEN CORP NEW Com 256677105 12,130 89,751 SH   SOLE   89,751 0 0
DXC TECHNOLOGY CO Com 23355L106 5,460 99,006 SH   SOLE   99,006 0 0
ECOLAB INC Com 278865100 8,622 43,669 SH   SOLE   43,669 0 0
FIRST DATA CORP NEW Com 32008D106 11,819 436,622 SH   SOLE   436,622 0 0
GILEAD SCIENCES INC Com 375558103 3,258 48,277 SH   SOLE   48,277 0 0
GLOBAL PMTS INC Com 37940X102 2,551 15,936 SH   SOLE   15,936 0 0
GREENTREE HOSPITALTY GROUP L ADR 39579V100 147 11,327 SH   SOLE   11,327 0 0
HDFC BANK LTD ADR 40415F101 14,828 114,027 SH   SOLE   114,027 0 0
ICICI BK LTD ADR 45104G104 60,624 4,815,323 SH   SOLE   4,815,323 0 0
II VI INC Com 902104108 2,239 61,251 SH   SOLE   61,251 0 0
ISHARES INC ETF 46434G772 9,476 271,063 SH   SOLE   271,063 0 0
ITAU UNIBANCO HLDG SA ADR 465562106 51,526 5,469,869 SH   SOLE   5,469,869 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 59,970 5,373,707 SH   SOLE   5,373,707 0 0
LINDE PLC Com G5494J103 7,911 39,399 SH   SOLE   39,399 0 0
LOMA NEGRA CORP ADR 54150E104 36,791 3,144,606 SH   SOLE   3,144,606 0 0
MICROSOFT CORP Com 594918104 16,365 122,170 SH   SOLE   122,170 0 0
MOMO INC ADR 60879B107 13,644 381,118 SH   SOLE   381,118 0 0
NOVARTIS A G ADR 66987V109 627 6,872 SH   SOLE   6,872 0 0
PAMPA ENERGIA S A ADR 697660207 8,812 254,178 SH   SOLE   254,178 0 0
PETROLEO BRASILEIRO SA PETRO ADR 71654V101 21,135 1,488,405 SH   SOLE   1,488,405 0 0
PETROLEO BRASILEIRO SA PETRO ADR 71654V408 47,491 3,050,221 SH   SOLE   3,050,221 0 0
PROGRESSIVE CORP OHIO Com 743315103 11,731 146,768 SH   SOLE   146,768 0 0
QEP RES INC Com 74733V100 363 50,215 SH   SOLE   50,215 0 0
QUDIAN INC ADR 747798106 63,828 8,510,460 SH   SOLE   8,510,460 0 0
RED HAT INC Com 756577102 43,101 229,557 SH   SOLE   229,557 0 0
SHERWIN WILLIAMS CO Com 824348106 6,941 15,146 SH   SOLE   15,146 0 0
T MOBILE US INC Com 872590104 1,601 21,603 SH   SOLE   21,603 0 0
VEON LTD ADR 91822M106 64,410 23,003,925 SH   SOLE   23,003,925 0 0
VERIZON COMMUNICATIONS INC Com 92343V104 12,567 219,979 SH   SOLE   219,979 0 0
VERSUM MATLS INC Com 92532W103 15,842 307,151 SH   SOLE   307,151 0 0
VISA INC Com 92826C839 8,175 47,107 SH   SOLE   47,107 0 0
WABCO HLDGS INC Com 9297K1025 5,943 44,820 SH   SOLE   44,820 0 0
DISNEY WALT CO Com 254687106 13,285 95,139 SH   SOLE   95,139 0 0
WORLDPAY INC Com 981558109 11,226 91,610 SH   SOLE   91,610 0 0