The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 85,453 | 1,535,549 | SH | SOLE | 1,535,549 | 0 | 0 | ||
| ALLERGAN PLC | SHS | G0177J108 | 84,424 | 314,980 | SH | SOLE | 314,980 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 49,562 | 66,530 | SH | SOLE | 66,530 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 73,615 | 590,524 | SH | SOLE | 590,524 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 2,555 | 145,000 | SH | Put | SOLE | 145,000 | 0 | 0 | |
| BAXTER INTL INC | COM | 071813109 | 69,423 | 1,689,945 | SH | SOLE | 1,689,945 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 77,502 | 512,950 | SH | SOLE | 512,950 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 57,898 | 441,932 | SH | SOLE | 441,932 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 24,060 | 543,600 | SH | SOLE | 543,600 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 26,475 | 321,061 | SH | SOLE | 321,061 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 48,589 | 425,850 | SH | SOLE | 425,850 | 0 | 0 | ||
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 38,810 | 629,732 | SH | SOLE | 629,732 | 0 | 0 | ||
| ISHARES | MSCI MEX CAP ETF | 464286822 | 10,960 | 204,100 | SH | SOLE | 204,100 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 93,831 | 2,739,600 | SH | SOLE | 2,739,600 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 109,298 | 4,124,434 | SH | SOLE | 4,124,434 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 94,868 | 1,207,581 | SH | SOLE | 1,207,581 | 0 | 0 | ||
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 119,060 | 1,401,200 | SH | SOLE | 1,401,200 | 0 | 0 | ||
| MOLSON COORS BREWING CO | CL B | 60871R209 | 147,428 | 1,532,837 | SH | SOLE | 1,532,837 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 47,866 | 1,240,064 | SH | SOLE | 1,240,064 | 0 | 0 | ||
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 25,525 | 657,340 | SH | SOLE | 657,340 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 21,574 | 623,900 | SH | SOLE | 623,900 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 48,720 | 637,031 | SH | SOLE | 637,031 | 0 | 0 | ||
| WHITEWAVE FOODS CO | COM | 966244105 | 104,605 | 2,573,948 | SH | SOLE | 2,573,948 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 172,234 | 2,104,261 | SH | SOLE | 2,104,261 | 0 | 0 | ||