The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 359,557 | 3,414,600 | SH | SOLE | 3,414,600 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 142,781 | 2,999,600 | SH | SOLE | 2,999,600 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 96,917 | 1,915,354 | SH | SOLE | 1,915,354 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 141,614 | 1,985,339 | SH | SOLE | 1,985,339 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 14,716 | 106,702 | SH | SOLE | 106,702 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 109,372 | 825,074 | SH | SOLE | 825,074 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 75,868 | 1,732,139 | SH | SOLE | 1,732,139 | 0 | 0 | ||
| ISHARES | CHINA LG-CAP ETF | 464287184 | 154,570 | 4,320,000 | SH | Call | SOLE | 4,320,000 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 7,674 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 90,613 | 1,723,000 | SH | Put | SOLE | 1,723,000 | 0 | 0 | |
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 17,370 | 208,930 | SH | SOLE | 208,930 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 127,663 | 17,392,715 | SH | SOLE | 17,392,715 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | 187,448 | 2,262,503 | SH | SOLE | 2,262,503 | 0 | 0 | ||
| PERRIGO CO PLC | SHS | G97822103 | 75,590 | 488,750 | SH | SOLE | 488,750 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 18,127 | 221,410 | SH | SOLE | 221,410 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 80,407 | 67,462 | SH | SOLE | 67,462 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 184,538 | 1,853,161 | SH | SOLE | 1,853,161 | 0 | 0 | ||
| SINA CORP | ORD | G81477104 | 8,403 | 139,100 | SH | SOLE | 139,100 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 11,915 | 63,714 | SH | SOLE | 63,714 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 108,887 | 3,405,900 | SH | SOLE | 3,405,900 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 101,165 | 3,250,800 | SH | SOLE | 3,250,800 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 151,702 | 1,016,089 | SH | SOLE | 1,016,089 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 129,258 | 1,714,522 | SH | SOLE | 1,714,522 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 67,856 | 888,631 | SH | SOLE | 888,631 | 0 | 0 | ||