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 | 50,766 | 1,193,085 | SH | SOLE | 830,257 | 362,828 | 0 | ||
| TELECOM ARGENTINA S A | SPON ADR REP B | 879273209 | 3,306 | 667,890 | SH | SOLE | 667,890 | 0 | 0 | ||
| TURKCELL ILETISIM HIZMETLERI | SPON ADR NEW | 900111204 | 2,797 | 643,069 | SH | SOLE | 643,069 | 0 | 0 | ||
| VISTRA CORP | *W EXP 02/02/202 | 92840M128 | 11 | 62,325 | SH | SOLE | 62,325 | 0 | 0 | ||
| WESTERN UN CO | COM | 959802109 | 48,153 | 2,381,437 | SH | SOLE | 1,739,737 | 641,700 | 0 | ||
| COMPANIA CERVECERIAS UNIDAS | SPONSORED ADR | 204429104 | 10,343 | 598,194 | SH | SOLE | 598,194 | 0 | 0 | ||
| HALLIBURTON CO | COM | 406216101 | 9,651 | 446,396 | SH | SOLE | 446,396 | 0 | 0 | ||
| SABRE CORP | COM | 78573M104 | 11,484 | 969,895 | SH | SOLE | 969,895 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 110,224 | 3,718,757 | SH | SOLE | 2,577,257 | 1,141,500 | 0 | ||
| COCA-COLA FEMSA SAB DE CV | SPONSORD ADR REP | 191241108 | 7,732 | 137,408 | SH | SOLE | 120 | 137,288 | 0 | ||
| IAA INC | COM | 449253103 | 16,207 | 297,002 | SH | SOLE | 297,002 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 23,632 | 527,500 | SH | SOLE | 2,700 | 524,800 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 4,191 | 865,947 | SH | SOLE | 865,947 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 20,690 | 10,092,892 | SH | SOLE | 8,737,892 | 1,355,000 | 0 | ||