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 COM L44385109 5,027 70,400 SH   SOLE NONE 70,400 0 0
ALPS ETF TR SPROTT GL MINE SPROTT GL MINE 00162Q643 1,439 76,000 SH   SOLE NONE 76,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 352 3,500 SH   SOLE NONE 3,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 40,303 220,900 SH   SOLE NONE 220,900 0 0
CALEDONIA MNG CORP PLC SHS NEW G1757E113 1,769 319,500 SH   SOLE NONE 319,500 0 0
COEUR MNG INC COM NEW 192108504 1,477 362,000 SH   SOLE NONE 362,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 246 5,400 SH   SOLE NONE 5,400 0 0
CORPORACION AMER ARPTS S A COM L1995B107 3,850 465,500 SH   SOLE NONE 465,500 0 0
PRA HEALTH SCIENCES INC COM 69354M108 309 2,800 SH   SOLE NONE 2,800 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,242 24,100 SH   SOLE NONE 24,100 0 0
BOOKING HLDGS INC COM 09857L108 10,953 6,277 SH   SOLE NONE 6,277 0 0
OPERA LTD SPONSORED ADS 68373M107 1,315 200,100 SH   SOLE NONE 200,100 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 5,529 506,800 SH   SOLE NONE 506,800 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 18,707 258,200 SH   SOLE NONE 258,200 0 0
MONDELEZ INTL INC CL A 609207105 245 4,900 SH   SOLE NONE 4,900 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 3,887 141,000 SH   SOLE NONE 141,000 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 10,027 316,000 SH   SOLE NONE 316,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 8,751 75,500 SH   SOLE NONE 75,500 0 0
SEA LTD SPONSORED ADS 81141R100 19,086 811,500 SH   SOLE NONE 811,500 0 0
51JOB INC SPONSORED ADS 316827104 10,389 133,400 SH   SOLE NONE 133,400 0 0