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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 52,250 | 966,520 | SH | SOLE | 966,520 | 0 | 0 | ||
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 40,298 | 710,966 | SH | SOLE | 710,966 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 332,817 | 2,895,570 | SH | SOLE | 2,895,570 | 0 | 0 | ||
| BARCLAYS BK PLC | IPATH S&P500 VIX | 06742E711 | 24,310 | 850,000 | SH | Put | SOLE | 850,000 | 0 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 145,986 | 3,099,500 | SH | SOLE | 3,099,500 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 72,130 | 1,474,754 | SH | SOLE | 1,474,754 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 136,087 | 1,825,689 | SH | SOLE | 1,825,689 | 0 | 0 | ||
| COMPANHIA BRASILEIRA DE DIST | SPN ADR PFD CL A | 20440T201 | 38,622 | 833,634 | SH | SOLE | 833,634 | 0 | 0 | ||
| CREDICORP LTD | COM | G2519Y108 | 112,978 | 726,686 | SH | SOLE | 726,686 | 0 | 0 | ||
| DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 82,657 | 1,112,771 | SH | SOLE | 1,112,771 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 95,504 | 1,665,000 | SH | SOLE | 1,665,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 124,900 | 825,074 | SH | SOLE | 825,074 | 0 | 0 | ||
| ICICI BK LTD | ADR | 45104G104 | 36,203 | 725,515 | SH | SOLE | 725,515 | 0 | 0 | ||
| ISHARES | CHINA LG-CAP ETF | 464287184 | 151,864 | 4,100,000 | SH | Put | SOLE | 4,100,000 | 0 | 0 | |
| MEAD JOHNSON NUTRITION CO | COM | 582839106 | 118,658 | 1,273,561 | SH | SOLE | 1,273,561 | 0 | 0 | ||
| NATIONAL BK GREECE S A | SPN ADR REP 1 SH | 633643705 | 24,274 | 6,596,115 | SH | SOLE | 6,596,115 | 0 | 0 | ||
| NU SKIN ENTERPRISES INC | CL A | 67018T105 | 186,409 | 2,520,399 | SH | SOLE | 2,520,399 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 75,238 | 62,542 | SH | SOLE | 62,542 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 212,796 | 2,311,997 | SH | SOLE | 2,311,997 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 237,213 | 1,212,000 | SH | Call | SOLE | 1,212,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 125,261 | 640,000 | SH | Put | SOLE | 640,000 | 0 | 0 | |
| TRANSDIGM GROUP INC | COM | 893641100 | 81,079 | 484,750 | SH | SOLE | 484,750 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 119,717 | 3,405,900 | SH | SOLE | 3,405,900 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 111,275 | 3,250,800 | SH | SOLE | 3,250,800 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 140,977 | 1,117,800 | SH | SOLE | 1,117,800 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 131,058 | 698,080 | SH | SOLE | 698,080 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 68,678 | 845,792 | SH | SOLE | 845,792 | 0 | 0 | ||