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

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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
ANTERO MIDSTREAM CORP COM 03676B102 19,153 2,121,070 SH   SOLE   2,121,070 0 0
ANTERO RESOURCES CORP COM 03674X106 81,372 7,977,706 SH   SOLE   7,977,706 0 0
CHINA YUCHAI INTL LTD COM G21082105 54,909 3,547,095 SH   SOLE   3,547,095 0 0
GENWORTH FINANCIAL INC COM 37247D106 35,143 10,585,303 SH   SOLE   10,585,303 0 0
RENESOLA LTD-SPON ADR 75971T103 143,141 11,614,020 SH   SOLE   11,614,020 0 0
TURQUOISE HILL RESOURCES COM 900435108 9,090 564,965 SH   SOLE   564,965 0 0
VEON LTD ADS 92719A106 20,079 11,344,486 SH   SOLE   11,344,486 0 0