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

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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
BANCO BRADESCO S A SP ADR PFD NEW 059460303 154,290 44,400 SH OTR 1 0 44,400 0
CVR PARTNERS LP/CVR NITROGEN COM 126633205 374,385 3,307 SH OTR 1 0 3,307 0
FIRST SOLAR INC COM 336433107 220,333 935 SH OTR 1 0 935 0
MARCHEX INC CL B 56624R108 167,456 102,734 SH OTR 1 0 102,734 0
NEW FOUND GOLD CORP COM 64440N103 66,884 44,000 SH OTR 1 0 44,000 0
PERPETUA RESOURCES CORP COM 714266103 62,175 3,000 SH OTR 1 0 3,000 0
SLB LIMITED COM STK 806857108 380,480 8,200 SH OTR 1 0 8,200 0