Alibaba Group Holding Ltd SPONSORED ADS 01609W102 12610 64841 SH SOLE NONE 64841 0 0 Coeur Mining Inc COM NEW 192108504 1120 349000 SH SOLE NONE 349000 0 0 EPAM Systems Inc COM 29414B104 4976 26800 SH SOLE NONE 26800 0 0 Sea Ltd SPONSORED ADS 81141R100 6700 151200 SH SOLE NONE 151200 0 0 MercadoLibre Inc COM 58733R102 4495 9200 SH SOLE NONE 9200 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 760 15900 SH SOLE NONE 15900 0 0 Globant SA COM L44385109 5211 59300 SH SOLE NONE 59300 0 0 Caledonia Mining Corp PLC SHS NEW G1757E113 1777 199000 SH SOLE NONE 199000 0 0 VanEck Vectors ETF TR GOLD MINERS ETF 92189F106 16614 721100 SH SOLE NONE 721100 0 0 VanEck Vectors ETF TR JR GOLD MINERS E 92189F791 11451 407500 SH SOLE NONE 407500 0 0 Pan American Silver Corp COM 697900108 10700 746700 SH SOLE NONE 746700 0 0