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
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
IHS Markit Ltd Common Stock G47567105 4,244 56,326 SH   SOLE   56,326 0 0
Barrick Gold Corp Common Stock 067901108 7,712 414,853 SH   SOLE   414,853 0 0
Canadian Natural Resources Ltd Common Stock 136385101 3,808 117,707 SH   SOLE   117,707 0 0
Logitech International SA Common Stock H50430232 752 16,417 SH   SOLE   16,417 0 0
Constellium SE Common Stock F21107101 3,912 291,971 SH   SOLE   291,971 0 0
Linde PLC Common Stock G5494J103 910 4,769 SH   SOLE   4,769 0 0
StoneCo Ltd Common Stock G85158106 1,333 33,420 SH   SOLE   33,420 0 0
XP Inc Common Stock G98239109 1,022 26,535 SH   SOLE   26,535 0 0
NXP Semiconductors NV Common Stock N6596X109 1,654 13,000 SH   SOLE   13,000 0 0
InterXion Holding NV Common Stock N47279109 5,640 67,300 SH   SOLE   67,300 0 0
Yandex NV Common Stock N97284108 4,927 113,298 SH   SOLE   113,298 0 0
Activision Blizzard Inc Common Stock 00507V109 6,893 116,012 SH   SOLE   116,012 0 0
Alibaba Group Holding Ltd ADR 01609W102 6,088 28,702 SH   SOLE   28,702 0 0
Alibaba Group Holding Ltd Call 01609W102 6,447 30,400 SH   SOLE   30,400 0 0
Altice USA Inc Common Stock 02156K103 1,240 45,342 SH   SOLE   45,342 0 0
Baidu Inc ADR 056752108 1,120 8,860 SH   SOLE   8,860 0 0
Boeing Co/The Common Stock 097023105 4,280 13,140 SH   SOLE   13,140 0 0
Charter Communications Inc Common Stock 16119P108 3,299 6,800 SH   SOLE   6,800 0 0
Comcast Corp Common Stock 20030N101 8,156 181,359 SH   SOLE   181,359 0 0
DISH 3 3/8 08/15/26 US DOMESTIC 25470MAB5 4,898 5,000,000 SH   SOLE   5,000,000 0 0
Fidelity National Information Common Stock 31620M106 5,502 39,555 SH   SOLE   39,555 0 0
Fiserv Inc Common Stock 337738108 2,565 22,183 SH   SOLE   22,183 0 0
Fox Corp Common Stock 35137L105 3,061 82,581 SH   SOLE   82,581 0 0
Freeport-McMoRan Inc Common Stock 35671D857 2,628 200,330 SH   SOLE   200,330 0 0
GDS Holdings Ltd ADR 36165L108 1,086 21,064 SH   SOLE   21,064 0 0
GLNG 2 3/4 02/15/22 US DOMESTIC 38046YAB7 6,743 7,500,000 SH   SOLE   7,500,000 0 0
iShares JP Morgan EM Corporate ETP 464286251 3,024 58,388 SH   SOLE   58,388 0 0
JD.com Inc ADR 47215P106 4,462 126,654 SH   SOLE   126,654 0 0
Masco Corp Common Stock 574599106 4,736 98,686 SH   SOLE   98,686 0 0
MercadoLibre Inc Common Stock 58733R102 984 1,720 SH   SOLE   1,720 0 0
NetEase Inc ADR 64110W102 1,001 3,266 SH   SOLE   3,266 0 0
NVIDIA Corp Common Stock 67066G104 1,052 4,472 SH   SOLE   4,472 0 0
O-I Glass Inc Common Stock 67098H104 1,036 86,868 SH   SOLE   86,868 0 0
Sea Ltd ADR 81141R100 1,080 26,846 SH   SOLE   26,846 0 0
Financial Select Sector SPDR F ETP 81369Y605 931 30,252 SH   SOLE   30,252 0 0
Splunk Inc Common Stock 848637104 1,628 10,867 SH   SOLE   10,867 0 0
Take-Two Interactive Software Common Stock 874054109 5,536 45,221 SH   SOLE   45,221 0 0
Uber Technologies Inc Common Stock 90353T100 950 31,933 SH   SOLE   31,933 0 0
VanEck Vectors Emerging Market ETP 92189F353 1,011 42,625 SH   SOLE   42,625 0 0
Vistra Energy Corp Common Stock 92840M102 4,653 202,402 SH   SOLE   202,402 0 0
WillScot Corp Common Stock 971375126 4,192 226,731 SH   SOLE   226,731 0 0
XPO Logistics Inc Common Stock 983793100 3,344 41,957 SH   SOLE   41,957 0 0