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
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
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 253,439 2,380,600 SH   SOLE   2,380,600 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 127,031 1,257,977 SH   SOLE   1,257,977 0 0
COLFAX CORP COM 194014106 128,112 2,011,501 SH   SOLE   2,011,501 0 0
CREDICORP LTD COM G2519Y108 129,886 978,571 SH   SOLE   978,571 0 0
FEDEX CORP COM 31428X106 112,689 783,813 SH   SOLE   783,813 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 53,781 549,517 SH   SOLE   549,517 0 0
GENPACT LIMITED SHS G3922B107 55,330 3,011,957 SH   SOLE   3,011,957 0 0
ICICI BK LTD ADR 45104G104 48,101 1,294,094 SH   SOLE   1,294,094 0 0
ISHARES CHINA LG-CAP ETF 464287184 81,344 2,120,000 SH Put SOLE   2,120,000 0 0
ISHARES MSCI EMG MKT ETF 464287234 26,786 640,900 SH   SOLE   640,900 0 0
LAS VEGAS SANDS CORP COM 517834107 59,121 749,600 SH   SOLE   749,600 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 89,955 1,073,956 SH   SOLE   1,073,956 0 0
NIELSEN HOLDINGS N V COM N63218106 80,712 1,758,823 SH   SOLE   1,758,823 0 0
NOKIA CORP SPONSORED ADR 654902204 60,421 7,450,215 SH   SOLE   7,450,215 0 0
PHILIP MORRIS INTL INC COM 718172109 107,252 1,230,940 SH   SOLE   1,230,940 0 0
PRICELINE COM INC COM NEW 741503403 55,751 47,962 SH   SOLE   47,962 0 0
PROCTER & GAMBLE CO COM 742718109 37,428 459,750 SH   SOLE   459,750 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 115,790 1,411,211 SH   SOLE   1,411,211 0 0
SINA CORP ORD G81477104 11,719 139,100 SH   SOLE   139,100 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 32,360 175,214 SH   SOLE   175,214 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 293,657 1,590,000 SH Call SOLE   1,590,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 119,786 3,405,900 SH   SOLE   3,405,900 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 132,213 1,579,986 SH   SOLE   1,579,986 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 10,168 200,000 SH Call SOLE   200,000 0 0
YUM BRANDS INC COM 988498101 104,449 1,381,422 SH   SOLE   1,381,422 0 0
ZOETIS INC CL A 98978V103 118,462 3,623,804 SH   SOLE   3,623,804 0 0