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:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBVIE INCCOM00287Y10910,426180,500SH SOLE 180,50000
ACTAVIS PLCSHSG0083B10818,58177,010SH SOLE 77,01000
ADOBE SYS INCCOM00724F1011,38420,000SH SOLE 20,00000
AEGERION PHARMACEUTICALS INCCOM00767E1023,647109,251SH SOLE 109,25100
AGILENT TECHNOLOGIES INCCOM00846U1013426,000SH SOLE 6,00000
ALEXANDERS INCCOM0147521095971,596SH SOLE 1,59600
AMBEV SASPONSORED ADR02319V1034,512688,900SH SOLE 688,90000
AMERICAN AIRLS GROUP INCCOM02376R10237,8761,067,533SH SOLE 1,067,53300
ANADARKO PETE CORPCOM03251110714,674144,660SH SOLE 144,66000
ANGIES LIST INCCOM034754101917144,000SH SOLE 144,00000
APPLE INCCOM0378331001,34413,335SH SOLE 13,33500
ASSURED GUARANTY LTDCOMG0585R10653224,000SH SOLE 24,00000
B/E AEROSPACE INCCOM0733021011,04912,500SH SOLE 12,50000
BAIDU INCSPON ADR REP A0567521082,93713,460SH SOLE 13,46000
BANC CALIF INCCOM05990K10618716,097SH SOLE 16,09700
BANCO BRADESCO S ASP ADR PFD NEW0594603032,416169,520SH SOLE 169,52000
BANCOLOMBIA S ASPON ADR PREF05968L1028,258145,595SH SOLE 145,59500
BOEING COCOM0970231051,83414,400SH SOLE 14,40000
BON-TON STORES INCCOM09776J1012,413288,610SH SOLE 288,61000
BURLINGTON STORES INCCOM12201710669817,500SH SOLE 17,50000
CABOT OIL & GAS CORPCOM12709710382125,100SH SOLE 25,10000
CALLON PETE CO DELCOM13123X10244150,000SH SOLE 50,00000
CAMERON INTERNATIONAL CORPCOM13342B1052664,000SH SOLE 4,00000
CATERPILLAR INC DELCOM1491231013964,000SH SOLE 4,00000
CAVIUM INCCOM14964U1082495,000SH SOLE 5,00000
CBS CORP NEWCL B1248572021,05119,650SH SOLE 19,65000
CEMEX SAB DE CVSPON ADR NEW15129088927220,846SH SOLE 20,84600
CENVEO INCCOM15670S105571231,336SH SOLE 231,33600
CHUNGHWA TELECOM CO LTDSPON ADR NEW1117133Q5022,69289,814SH SOLE 89,81400
CINEMARK HOLDINGS INCCOM17243V1021,53245,000SH SOLE 45,00000
CITIGROUP INCCOM NEW1729674244,91994,930SH SOLE 94,93000
COMCAST CORP NEWCL A20030N10114,445268,588SH SOLE 268,58800
COMMUNITY HEALTH SYS INC NEWRIGHT 01/27/20162036681161233,500,000SH SOLE 3,500,00000
COMPANHIA ENERGETICA DE MINASP ADR N-V PFD2044096017712,377SH SOLE 12,37700
COPA HOLDINGS SACL AP3107610512,837119,645SH SOLE 119,64500
COSAN LTDSHS AG253431075,529513,825SH SOLE 513,82500
CREDICORP LTDCOMG2519Y1087,05145,970SH SOLE 45,97000
CRESUD S A C I F Y ASPONSORED ADR22640610610910,000SH SOLE 10,00000
CUBIST PHARMACEUTICALS INCRIGHT 99/99/999922967812348400,000SH SOLE 400,00000
D R HORTON INCCOM23331A10941020,000SH SOLE 20,00000
DELTA AIR LINES INC DELCOM NEW2473617027,846217,032SH SOLE 217,03200
DEPOMED INCCOM24990810432,7982,159,164SH SOLE 2,159,16400
DISNEY WALT COCOM DISNEY2546871065,88866,133SH SOLE 66,13300
DONNELLEY R R & SONS COCOM25786710149430,000SH SOLE 30,00000
EATON CORP PLCSHSG291831032,66242,000SH SOLE 42,00000
ECOPETROL S ASPONSORED ADS2791581092819,000SH SOLE 9,00000
EMBRAER S ASP ADR REP 4 COM29082A1072,95175,250SH SOLE 75,25000
ENERSIS S ASPONSORED ADR29274F1041,578100,000SH SOLE 100,00000
F M C CORPCOM NEW3024913033436,000SH SOLE 6,00000
FACEBOOK INCCL A30303M1022923,700SH SOLE 3,70000
FMC TECHNOLOGIES INCCOM30249U1012725,000SH SOLE 5,00000
FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS3444191062,64228,700SH SOLE 28,70000
FREEPORT-MCMORAN INCCL B35671D8574,481137,230SH SOLE 137,23000
GAFISA S ASPONS ADR362607301571239,000SH SOLE 239,00000
GENERAL ELECTRIC COCOM36960410394837,013SH SOLE 37,01300
GENERAL MTRS COCOM37045V10028,955906,550SH SOLE 906,55000
GENERAL MTRS CO*W EXP 12/31/20137045V1346170,000SH SOLE 70,00000
GEOPARK LTDUSD SHSG383271051,742177,945SH SOLE 177,94500
GERDAU S ASPON ADR REP PFD3737371054810,000SH SOLE 10,00000
GNC HLDGS INCCOM CL A36191G1073769,700SH SOLE 9,70000
GOL LINHAS AEREAS INTLG S ASP ADR REP PFD38045R10731365,000SH SOLE 65,00000
GOOGLE INCCL A38259P5086,24310,610SH SOLE 10,61000
GOOGLE INCCL C38259P7061,4092,440SH SOLE 2,44000
GRAN TIERRA ENERGY INCCOM38500T1012,098378,700SH SOLE 378,70000
GRANA Y MONTERO S A ASPONSORED ADR38500P2081,37591,540SH SOLE 91,54000
GRUPO AEROPORTUARIO DEL SURESPON ADR SER B40051E2024503,500SH SOLE 3,50000
GRUPO FINANCIERO SANTANDER MSPON ADR SHS B40053C1053,552262,500SH SOLE 262,50000
HALLIBURTON COCOM4062161015,79689,850SH SOLE 89,85000
HCA HOLDINGS INCCOM40412C1014236,000SH SOLE 6,00000
HDFC BANK LTDADR REPS 3 SHS40415F1012,61556,130SH SOLE 56,13000
HERTZ GLOBAL HOLDINGS INCCOM42805T10517,112673,950SH SOLE 673,95000
HOME DEPOT INCCOM4370761023,24135,333SH SOLE 35,33300
ICICI BK LTDADR45104G1043,70775,500SH SOLE 75,50000
ISHARES TRSELECT DIVID ETF4642871682142,900SH SOLE 2,90000
ISHARES TRCHINA LG-CAP ETF4642871841,00326,200SH SOLE 26,20000
ITAU UNIBANCO HLDG SASPON ADR REP PFD4655621062,752198,271SH SOLE 198,27100
JARDEN CORPCOM4711091083,36355,940SH SOLE 55,94000
JOHNSON & JOHNSONCOM4781601043203,000SH SOLE 3,00000
JPMORGAN CHASE & COCOM46625H10096416,000SH SOLE 16,00000
LIBERTY GLOBAL PLCSHS CL AG5480U1043,17474,622SH SOLE 74,62200
LIBERTY GLOBAL PLCSHS CL CG5480U1209,834239,760SH SOLE 239,76000
LIBERTY INTERACTIVE CORPINT COM SER A53071M10457120,037SH SOLE 20,03700
LYONDELLBASELL INDUSTRIES NSHS - A -N537451001,0329,500SH SOLE 9,50000
MACYS INCCOM55616P1044,74681,571SH SOLE 81,57100
MASTERCARD INCCL A57636Q1041,57721,330SH SOLE 21,33000
MCDONALDS CORPCOM5801351012182,303SH SOLE 2,30300
MEDTRONIC INCCOM5850551062,91247,000SH SOLE 47,00000
MERITOR INCCOM59001K10043440,000SH SOLE 40,00000
MICRON TECHNOLOGY INCCOM59511210313,221385,900SH SOLE 385,90000
MICROSOFT CORPCOM59491810497120,937SH SOLE 20,93700
MOHAWK INDS INCCOM6081901041,34810,000SH SOLE 10,00000
MONSANTO CO NEWCOM61166W1012,92526,000SH SOLE 26,00000
OCCIDENTAL PETE CORP DELCOM6745991055025,220SH SOLE 5,22000
OCEANEERING INTL INCCOM67523210265210,000SH SOLE 10,00000
OCI PARTNERS LPCOM UNIT REP LP67091N10824811,554SH SOLE 11,55400
P T TELEKOMUNIKASI INDONESIASPONSORED ADR7156841062,78557,890SH SOLE 57,89000
PETROLEO BRASILEIRO SA PETROSP ADR NON VTG71654V10181955,000SH SOLE 55,00000
PHILIPPINE LONG DISTANCE TELSPONSORED ADR7182526041,66224,100SH SOLE 24,10000
PLY GEM HLDGS INCCOM72941W10020018,408SH SOLE 18,40800
POSTROCK ENERGY CORPCOM7375251053530,000SH SOLE 30,00000
POWERSHARES ETF TRUSTFINL PFD PTFL73935X22952229,000SH SOLE 29,00000
POWERSHARES QQQ TRUSTUNIT SER 173935A1043053,087SH SOLE 3,08700
PRICELINE GRP INCCOM NEW7415034032,9312,530SH SOLE 2,53000
PROTALIX BIOTHERAPEUTICS INCCOM74365A101466192,453SH SOLE 192,45300
QUIKSILVER INCCOM74838C1062414,000SH SOLE 14,00000
RAIT FINANCIAL TRUSTCOM NEW74922760931141,832SH SOLE 41,83200
REALOGY HLDGS CORPCOM75605Y10655815,000SH SOLE 15,00000
REXNORD CORP NEWCOM76169B1021,13840,000SH SOLE 40,00000
RYLAND GROUP INCCOM78376410333210,000SH SOLE 10,00000
SALLY BEAUTY HLDGS INCCOM79546E1041,59058,104SH SOLE 58,10400
SANOFIRIGHT 12/31/202080105N113140300,000SH SOLE 300,00000
SCHLUMBERGER LTDCOM8068571081,0029,850SH SOLE 9,85000
SHIP FINANCE INTERNATIONAL LSHSG8107510679547,000SH SOLE 47,00000
SIRIUS XM HLDGS INCCOM82968B103356102,000SH SOLE 102,00000
SK TELECOM LTDSPONSORED ADR78440P10845515,000SH SOLE 15,00000
SOCIEDAD QUIMICA MINERA DE CSPON ADR SER B8336351051,21546,499SH SOLE 46,49900
SOLARWINDS INCCOM83416B10984120,000SH SOLE 20,00000
SPDR S&P 500 ETF TRTR UNIT78462F1032931,486SH SOLE 1,48600
SPDR SERIES TRUSTBRC HGH YLD BD78464A41784421,000SH SOLE 21,00000
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR8740391008,793435,745SH SOLE 435,74500
TATA MTRS LTDSPONSORED ADR8765685023,48679,750SH SOLE 79,75000
TELECOM ARGENTINA S ASPON ADR REP B87927320997448,000SH SOLE 48,00000
TEREX CORP NEWCOM88077910393429,400SH SOLE 29,40000
THIRD PT REINS LTDCOMG8827U1001,455100,000SH SOLE 100,00000
TJX COS INC NEWCOM8725401094,96483,890SH SOLE 83,89000
TRI POINTE HOMES INCCOM87265H10925920,000SH SOLE 20,00000
TRIUMPH GROUP INC NEWCOM8968181012,27034,903SH SOLE 34,90300
TRW AUTOMOTIVE HLDGS CORPCOM87264S1061,41814,000SH SOLE 14,00000
TURKCELL ILETISIM HIZMETLERISPON ADR NEW90011120450938,700SH SOLE 38,70000
TWENTY FIRST CENTY FOX INCCL A90130A1018,041234,500SH SOLE 234,50000
ULTRAPAR PARTICIPACOES S ASP ADR REP COM90400P1012,279107,900SH SOLE 107,90000
UNITED CONTL HLDGS INCCOM9100471093758,005SH SOLE 8,00500
UNITED PARCEL SERVICE INCCL B9113121063113,160SH SOLE 3,16000
UNITED RENTALS INCCOM9113631099,96289,671SH SOLE 89,67100
VALE S AADR REPSTG PFD91912E20430631,500SH SOLE 31,50000
VALEANT PHARMACEUTICALS INTLCOM91911K1021,83714,000SH SOLE 14,00000
VANGUARD INDEX FDSTOTAL STK MKT9229087692392,358SH SOLE 2,35800
VERIZON COMMUNICATIONS INCCOM92343V10467513,500SH SOLE 13,50000
VISA INCCOM CL A92826C8396403,000SH SOLE 3,00000
VORNADO RLTY TRSH BEN INT9290421097057,055SH SOLE 7,05500
WHIRLPOOL CORPCOM9633201064373,000SH SOLE 3,00000
WRIGHT MED GROUP INCRIGHT 03/01/201998235T115323150,000SH SOLE 150,00000
WYNDHAM WORLDWIDE CORPCOM98310W1083,41342,000SH SOLE 42,00000
XPO LOGISTICS INCCOM9837931006,252165,974SH SOLE 165,97400
YPF SOCIEDAD ANONIMASPON ADR CL D98424510092525,000SH SOLE 25,00000