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
CDK GLOBAL INC COM 12508E101 62,548 1,206,785 SH   SOLE   843,957 362,828 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 4,381 667,890 SH   SOLE   667,890 0 0
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 3,466 643,069 SH   SOLE   643,069 0 0
VISTRA CORP *W EXP 02/02/202 92840M128 23 62,325 SH   SOLE   62,325 0 0
WESTERN UN CO COM 959802109 53,411 2,434,408 SH   SOLE   1,690,708 743,700 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 8,899 605,364 SH   SOLE   605,364 0 0
HALLIBURTON CO COM 406216101 14,840 785,179 SH   SOLE   785,179 0 0
SABRE CORP COM 78573M104 11,658 969,895 SH   SOLE   969,895 0 0
SCHLUMBERGER LTD COM 806857108 65,111 2,982,637 SH   SOLE   2,207,637 775,000 0