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
Expires: July 31, 2015
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
ALLEGIANT TRAVEL CO COM 01748X102 1,527,742 12,991 SH SOLE NONE 12,991 0 0
ALLY FINL INC COM 02005N100 74,213,845 1,615,100 SH SOLE NONE 1,615,100 0 0
AMBEV SA SPONSORED ADR 02319V103 1,204,818 383,700 SH SOLE NONE 383,700 0 0
ARROW ELECTRS INC COM 042735100 67,288,173 315,300 SH SOLE NONE 315,300 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 947,694 49,800 SH SOLE NONE 49,800 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 1,038,216 86,518 SH SOLE NONE 86,518 0 0
CHUBB LIMITED COM H1467J104 75,337,614 221,100 SH SOLE NONE 221,100 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,312,661 44,816 SH SOLE NONE 44,816 0 0
CROCS INC COM 227046109 2,449,113 20,301 SH SOLE NONE 20,301 0 0
INFOSYS LTD SPONSORED ADR 456788108 557,995 53,193 SH SOLE NONE 53,193 0 0
LEAR CORP COM NEW 521865204 51,055,813 380,843 SH SOLE NONE 380,843 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 280,512 7,200 SH SOLE NONE 7,200 0 0
NOV INC COM 62955J103 62,190,359 3,352,580 SH SOLE NONE 3,352,580 0 0
PAYPAL HLDGS INC COM 70450Y103 701,762 16,252 SH SOLE NONE 16,252 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 1,317,630 90,002 SH SOLE NONE 90,002 0 0
PHILIP MORRIS INTL INC COM 718172109 506,548 2,800 SH SOLE NONE 2,800 0 0
TERNIUM SA SPONSORED ADS 880890108 1,117,075 26,161 SH SOLE NONE 26,161 0 0
DISNEY WALT CO COM 254687106 71,783,250 745,800 SH SOLE NONE 745,800 0 0