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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PETROLEO BRASIL-SP PREF ADR | $74.0M | 3948602 | 27.69% |
| 2 | CENTENE CORP | $46.3M | 1415000 | 17.32% |
| 3 | NEXGEN ENERGY LTD | $28.1M | 2424793 | 10.52% |
| 4 | SEADRILL LIMITED | $27.9M | 613080 | 10.43% |
| 5 | NOBLE CORP PLC | $25.3M | 515000 | 9.45% |
| 6 | VIPSHOP HOLDINGS LTD - ADR | $24.4M | 1549263 | 9.11% |
| 7 | VALARIS LTD | $19.9M | 203000 | 7.44% |
| 8 | PAYPAL HOLDINGS INC | $10.4M | 230000 | 3.89% |
| 9 | TRANSOCEAN LTD | $9.3M | 1405000 | 3.48% |
| 10 | ALGONQUIN POWER & UTILITIES | $1.8M | 289556 | 0.66% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.