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
APPLE INC COM 037833100 5,387 32,110 SH   SOLE   32,110 0 0
BANK AMER CORP COM 060505104 165,373 5,514,278 SH   SOLE   5,514,278 0 0
BILIBILI INC ADS REP SHS Z 090040106 3,300 300,000 SH   SOLE   300,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 9,972 100,000 SH   SOLE   100,000 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 9,237 538,610 SH   SOLE   538,610 0 0
CALLON PETE CO DEL COM 13123X102 15,557 1,175,021 SH   SOLE   1,175,021 0 0
CISCO SYS INC COM 17275R102 60,992 1,422,068 SH   SOLE   1,422,068 0 0
CITIGROUP INC COM NEW 172967424 25,091 371,723 SH   SOLE   371,723 0 0
CLEVELAND CLIFFS INC COM 185899101 15,210 2,188,510 SH   SOLE   2,188,510 0 0
CORE LABORATORIES N V COM N22717107 5,840 53,968 SH   SOLE   53,968 0 0
CORPORACION AMER ARPTS S A COM L1995B107 21,354 1,730,500 SH   SOLE   1,730,500 0 0
DOMINION ENERGY INC COM 25746U109 28,183 417,961 SH   SOLE   417,961 0 0
EOG RES INC COM 26875P101 58,405 554,816 SH   SOLE   554,816 0 0
GREENTREE HOSPITALTY GROUP L SPONSORED ADS 39579V100 2,775 217,632 SH   SOLE   217,632 0 0
HALLIBURTON CO COM 406216101 124,317 2,648,429 SH   SOLE   2,648,429 0 0
IQIYI INC SPONSORED ADS 46267X108 15,550 1,000,000 SH   SOLE   1,000,000 0 0
JPMORGAN CHASE & CO COM 46625H100 65,188 592,777 SH   SOLE   592,777 0 0
NATIONAL OILWELL VARCO INC COM 637071101 8,021 217,892 SH   SOLE   217,892 0 0
NEWMONT MINING CORP COM 651639106 46,858 1,199,334 SH   SOLE   1,199,334 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 28,442 742,235 SH   SOLE   742,235 0 0
PARSLEY ENERGY INC CL A 701877102 15,912 548,894 SH   SOLE   548,894 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,425 309,846 SH   SOLE   309,846 0 0
PIONEER NAT RES CO COM 723787107 16,358 95,227 SH   SOLE   95,227 0 0
RPC INC COM 749660106 1,311 72,724 SH   SOLE   72,724 0 0
RSP PERMIAN INC COM 74978Q105 18,924 403,679 SH   SOLE   403,679 0 0
SALESFORCE COM INC COM 79466L302 23,995 206,322 SH   SOLE   206,322 0 0
SCHLUMBERGER LTD COM 806857108 28,308 436,990 SH   SOLE   436,990 0 0
SOCIAL CAP HEDOSOPHIA HLDGS UNIT 99/99/9999 G8250R111 3,700 350,000 PRN   SOLE   350,000 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 19,300 403,000 SH   SOLE   403,000 0 0
U S SILICA HLDGS INC COM 90346E103 4,917 192,677 SH   SOLE   192,677 0 0
ULTRA PETROLEUM CORP COM NEW 903914208 7,744 1,857,186 SH   SOLE   1,857,186 0 0
ZIONS BANCORPORATION COM 989701107 11,973 227,070 SH   SOLE   227,070 0 0