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
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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
BANCO MACRO SA SPON ADR B 05961W105 471 7,300 SH   SOLE NONE 7,300 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 29,732 1,412,463 SH   SOLE NONE 1,412,463 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 784 35,900 SH   SOLE NONE 35,900 0 0
ALPS ETF TR SPROTT GL MINE 00162Q643 13,928 736,100 SH   SOLE NONE 736,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,146 18,600 SH   SOLE NONE 18,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,859 147,300 SH   SOLE NONE 147,300 0 0
GLOBANT S A COM L44385109 4,419 143,200 SH   SOLE NONE 143,200 0 0
BARRICK GOLD CORP COM 067901108 17,123 1,252,900 SH   SOLE NONE 1,252,900 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 485 22,600 SH   SOLE NONE 22,600 0 0
AMBEV SA SPONSORED ADR 02319V103 3,352 647,200 SH   SOLE NONE 647,200 0 0
ISHARES MSCI BRZ CAP ETF 464286400 2,846 108,200 SH   SOLE NONE 108,200 0 0
YANDEX N V SHS CLASS A N97284108 2,843 185,600 SH   SOLE NONE 185,600 0 0
COEUR MNG INC COM NEW 192108504 560 91,000 SH   SOLE NONE 91,000 0 0