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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
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,646 28,200 SH   SOLE None 28,200 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 3,594 574,979 SH   SOLE None 574,979 0 0
BANK AMER CORP COM 060505104 6,208 210,721 SH   SOLE None 210,721 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 1,461 635,100 SH   SOLE None 635,100 0 0
DEERE & CO COM 244199105 4,104 27,300 SH   SOLE None 27,300 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,795 29,700 SH   SOLE None 29,700 0 0
JEFFERIES FINL GROUP INC COM 47233W109 3,582 163,096 SH   SOLE None 163,096 0 0
KRAFT HEINZ CO COM 500754106 4,354 79,000 SH   SOLE None 79,000 0 0
MONDELEZ INTL INC CL A 609207105 4,524 105,300 SH   SOLE None 105,300 0 0
SPECTRUM BRANDS HLDGS INC NEW COM 84790A105 6,144 82,228 SH   SOLE None 82,228 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,072 110,185 SH   SOLE None 110,185 0 0
TIDEWATER INC NEW COM 88642R109 2,890 92,644 SH   SOLE None 92,644 0 0