The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 17,808 | 462,657 | SH | SOLE | 462,657 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037Ax101 | 2,091 | 28,400 | SH | SOLE | 28,400 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 10,637 | 501,725 | SH | SOLE | 501,725 | 0 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 7,885 | 132,886 | SH | SOLE | 132,886 | 0 | 0 | ||
| BARCLAYS BK PLC | 2 YR TREAS BEAR | 06740L519 | 867 | 29,950 | SH | SOLE | 29,950 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,297 | 6 | SH | SOLE | 6 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 29,043 | 201,033 | SH | SOLE | 201,033 | 0 | 0 | ||
| BROADWIND ENERGY INC | COM NEW | 11161T207 | 49 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 19,149 | 439,187 | SH | SOLE | 439,187 | 0 | 0 | ||
| CHENIERE ENERGY PTNRS LP HLD | COM REP LLC IN | 16411W108 | 28,464 | 1,251,718 | SH | SOLE | 1,251,718 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 2,018 | 42,300 | SH | SOLE | 42,300 | 0 | 0 | ||
| DORIAN LPG LTD | SHS USD | Y2106R110 | 6,432 | 1,071,957 | SH | SOLE | 1,071,957 | 0 | 0 | ||
| DR REDDYS LABS LTD | ADR | 256135203 | 2,395 | 51,600 | SH | SOLE | 51,600 | 0 | 0 | ||
| EROS INTL PLC | SHS NEW | G3788M114 | 26,964 | 1,760,025 | SH | SOLE | 1,760,025 | 0 | 0 | ||
| FREQUENCY ELECTRS INC | COM | 358010106 | 105 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 11,445 | 477,860 | SH | SOLE | 477,860 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 3,938 | 458,421 | SH | SOLE | 458,421 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 2,638 | 353,100 | SH | SOLE | 353,100 | 0 | 0 | ||
| JPMORGAN CHASE & CO | *W EXP 10/28/201 | 46634E114 | 2,234 | 90,710 | SH | SOLE | 90,710 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 7,806 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| MAGAL SECURITY SYS LTD | ORD | M6786D104 | 125 | 29,613 | SH | SOLE | 29,613 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 25,306 | 1,423,288 | SH | SOLE | 1,423,288 | 0 | 0 | ||
| RESOLUTE FST PRODS INC | COM | 76117W109 | 331 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TARENA INTL INC | ADR | 876108101 | 2,414 | 166,698 | SH | SOLE | 166,698 | 0 | 0 | ||
| TRIBUNE MEDIA CO | CL A | 896047503 | 2,074 | 56,800 | SH | SOLE | 56,800 | 0 | 0 | ||
| TURQUOISE HILL RES LTD | COM | 900435108 | 31,470 | 10,595,803 | SH | SOLE | 10,595,803 | 0 | 0 | ||
| VIDEOCON D2H LTD | ADR | 92657J101 | 1,057 | 108,100 | SH | SOLE | 108,100 | 0 | 0 | ||
| WNS HOLDINGS LTD | SPON ADR | 92932M101 | 1,507 | 50,310 | SH | SOLE | 50,310 | 0 | 0 | ||