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 |
| CDK GLOBAL INC | COM | 12508E101 | 59,284 | 1,193,085 | SH | SOLE | 830,257 | 362,828 | 0 | ||
| TELECOM ARGENTINA S A | SPON ADR REP B | 879273209 | 3,553 | 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 | 18 | 62,325 | SH | SOLE | 62,325 | 0 | 0 | ||
| WESTERN UN CO | COM | 959802109 | 53,364 | 2,323,208 | SH | SOLE | 1,681,508 | 641,700 | 0 | ||
| COMPANIA CERVECERIAS UNIDAS | SPONSORED ADR | 204429104 | 12,192 | 605,364 | SH | SOLE | 605,364 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 10,321 | 446,396 | SH | SOLE | 446,396 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 12,104 | 969,895 | SH | SOLE | 969,895 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 113,202 | 3,536,457 | SH | SOLE | 2,394,957 | 1,141,500 | 0 | ||
| COCA-COLA FEMSA SAB DE CV | SPONSORD ADR REP | 191241108 | 7,273 | 137,408 | SH | SOLE | 120 | 137,288 | 0 | ||
| IAA INC | COM | 449253103 | 10,421 | 191,068 | SH | SOLE | 191,068 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 26,438 | 527,500 | SH | SOLE | 2,700 | 524,800 | 0 | ||