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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 10,946 | 147,246 | SH | SOLE | 147,246 | 0 | 0 | ||
| CARNIVAL PLC | ADR | 14365C103 | 4,512 | 728,983 | SH | SOLE | 728,983 | 0 | 0 | ||
| FOX CORP | CL B COM | 35137L204 | 9,601 | 336,882 | SH | SOLE | 336,882 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 522 | 8,001 | SH | SOLE | 8,001 | 0 | 0 | ||
| SOUTH JERSEY INDS INC | COM | 838518108 | 10,055 | 300,861 | SH | SOLE | 300,861 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 1,904 | 27,765 | SH | SOLE | 27,765 | 0 | 0 | ||
| TERMINIX GLOBAL HOLDINGS INC | COM | 88087E100 | 1,688 | 44,075 | SH | SOLE | 44,075 | 0 | 0 | ||
| VNET GROUP INC | SPONSORED ADS A | 90138A103 | 825 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| YAMANA GOLD INC | COM | 98462Y100 | 19,355 | 4,272,647 | SH | SOLE | 4,272,647 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 2,146 | 28,200 | SH | SOLE | 28,200 | 0 | 0 | ||