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
WEATHERFORD INTL PLC ORD SHS G48833100 60,644 10,790,700 SH   SOLE   567,100 0 10,223,600
MICHAEL KORS HLDGS LTD SHS G60754101 42,172 901,300 SH   SOLE   41,400 0 859,900
RENAISSANCERE HOLDINGS LTD COM G7496G103 1,009 8,400 SH   SOLE   8,400 0 0
NXP SEMICONDUCTORS N V COM N6596X109 51,847 508,258 SH   SOLE   28,600 0 479,658
YANDEX N V SHS CLASS A N97284108 246 11,700 SH   SOLE   11,700 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,519 23,600 SH   SOLE   23,600 0 0
ALPHABET INC CAP STK CL A 02079K305 201 250 SH   SOLE   250 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,337 22,524 SH   SOLE   22,524 0 0
ANTHEM INC COM 036752103 4,085 32,600 SH   SOLE   32,600 0 0
APACHE CORP COM 037411105 3,636 56,929 SH   SOLE   56,929 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 396 65,560 SH   SOLE   19,830 0 45,730
BP PLC SPONSORED ADR 055622104 85,424 2,429,576 SH   SOLE   121,273 0 2,308,303
BAIDU INC SPON ADR REP A 056752108 11,816 64,900 SH   SOLE   64,900 0 0
BARCLAYS PLC ADR 06738E204 1,262 145,198 SH   SOLE   145,180 0 18
CSX CORP COM 126408103 226 7,400 SH   SOLE   7,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 3,170 44,136 SH   SOLE   44,136 0 0
CITIGROUP INC COM NEW 172967424 2,891 61,202 SH   SOLE   61,202 0 0
COACH INC COM 189754104 2,230 60,991 SH   SOLE   60,991 0 0
COCA COLA CO COM 191216100 347 8,200 SH   SOLE   8,200 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 5,745 76,600 SH   SOLE   76,600 0 0
COMERICA INC COM 200340107 2,541 53,700 SH   SOLE   53,700 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 1,195 90,955 SH   SOLE   70,886 0 20,069
ENTERGY CORP NEW COM 29364G103 253 3,300 SH   SOLE   3,300 0 0
EXXON MOBIL CORP COM 30231G102 271 3,100 SH   SOLE   3,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,628 16,298 SH   SOLE   16,298 0 0
ICICI BK LTD ADR 45104G104 4,510 603,700 SH   SOLE   603,700 0 0
JPMORGAN CHASE & CO COM 46625H100 260 3,900 SH   SOLE   3,900 0 0
JOHNSON & JOHNSON COM 478160104 260 2,200 SH   SOLE   2,200 0 0
MELCO CROWN ENTMT LTD ADR 585464100 37,583 2,332,900 SH   SOLE   391,600 0 1,941,300
METLIFE INC COM 59156R108 1,164 26,200 SH   SOLE   26,200 0 0
MICROSOFT CORP COM 594918104 357 6,200 SH   SOLE   6,200 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 2,568 336,600 SH   SOLE   336,600 0 0
ORACLE CORP COM 68389X105 2,090 53,200 SH   SOLE   53,200 0 0
PNC FINL SVCS GROUP INC COM 693475105 2,667 29,600 SH   SOLE   29,600 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 6,098 733,868 SH   SOLE   733,868 0 0
PIONEER NAT RES CO COM 723787107 1,912 10,300 SH   SOLE   10,300 0 0
PROCTER AND GAMBLE CO COM 742718109 359 4,000 SH   SOLE   4,000 0 0
RALPH LAUREN CORP CL A 751212101 3,783 37,400 SH   SOLE   37,400 0 0
STATE STR CORP COM 857477103 2,261 32,478 SH   SOLE   32,478 0 0
TERADATA CORP DEL COM 88076W103 1,237 39,900 SH   SOLE   39,900 0 0
VALE S A ADR 91912E105 7,663 1,393,295 SH   SOLE   1,393,295 0 0
WELLS FARGO & CO NEW COM 949746101 1,280 28,900 SH   SOLE   28,900 0 0