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

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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
GLOBANT S A COM L44385109 9,568 162,200 SH   SOLE NONE 162,200 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 6,815 219,500 SH   SOLE NONE 219,500 0 0
ALPS ETF TR SPROTT GL MINE 00162Q643 869 46,200 SH   SOLE NONE 46,200 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 13,939 145,200 SH   SOLE NONE 145,200 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,560 27,200 SH   SOLE NONE 27,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,246 19,700 SH   SOLE NONE 19,700 0 0
BAIDU INC SPON ADR REP A 056752108 28,448 124,400 SH   SOLE NONE 124,400 0 0
CALEDONIA MNG CORP PLC SHS NEW G1757E113 2,575 319,500 SH   SOLE NONE 319,500 0 0
SEA LTD ADR 81141R100 18,827 1,350,600 SH   SOLE NONE 1,350,600 0 0
COEUR MNG INC COM NEW 192108504 1,286 200,000 SH   SOLE NONE 200,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 13,876 166,800 SH   SOLE NONE 166,800 0 0
CORPORACION AMER ARPTS S A COM L1995B107 4,040 473,100 SH   SOLE NONE 473,100 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 5,516 116,500 SH   SOLE NONE 116,500 0 0
PROSHARES TR ULTRASHRT S&P500 74347B383 4,231 106,000 SH   SOLE NONE 106,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 309 2,800 SH   SOLE NONE 2,800 0 0
OPERA LTD SPONSORED ADS 68373M107 1,539 171,200 SH   SOLE NONE 171,200 0 0
51JOB INC SP ADR REP COM 316827104 9,631 125,100 SH   SOLE NONE 125,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 9,565 216,600 SH   SOLE NONE 216,600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 323 1,900 SH   SOLE NONE 1,900 0 0
BOOKING HLDGS INC COM 09857L108 438 221 SH   SOLE NONE 221 0 0
CDK GLOBAL INC COM 12508E101 488 7,800 SH   SOLE NONE 7,800 0 0