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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
CDK GLOBAL INC COM 12508E101 65,239 1,206,785 SH   SOLE   843,957 362,828 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 3,687 667,890 SH   SOLE   667,890 0 0
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 3,003 643,069 SH   SOLE   643,069 0 0
VISTRA CORP *W EXP 02/02/202 92840M128 20 62,325 SH   SOLE   62,325 0 0
WESTERN UN CO COM 959802109 60,028 2,434,208 SH   SOLE   1,690,508 743,700 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 10,697 605,364 SH   SOLE   605,364 0 0
HALLIBURTON CO COM 406216101 14,323 667,410 SH   SOLE   667,410 0 0
SABRE CORP COM 78573M104 14,364 969,895 SH   SOLE   969,895 0 0
SCHLUMBERGER LTD COM 806857108 91,996 3,383,457 SH   SOLE   2,394,957 988,500 0
UBER TECHNOLOGIES INC COM 90353T100 9,321 171,000 SH   SOLE   2,700 168,300 0