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
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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 369,693 3,335,070 SH   SOLE   3,335,070 0 0
CITIGROUP INC COM NEW 172967424 162,456 3,135,000 SH   SOLE   3,135,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 82,052 1,832,754 SH   SOLE   1,832,754 0 0
COLFAX CORP COM 194014106 144,470 2,535,889 SH   SOLE   2,535,889 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 73,292 1,680,619 SH   SOLE   1,680,619 0 0
CREDICORP LTD COM G2519Y108 93,503 609,579 SH   SOLE   609,579 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 42,063 1,112,771 SH   SOLE   1,112,771 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 41,484 1,112,771 SH   SOLE   1,112,771 0 0
DOLLAR GEN CORP NEW COM 256677105 133,083 2,177,754 SH   SOLE   2,177,754 0 0
FEDEX CORP COM 31428X106 133,208 825,074 SH   SOLE   825,074 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 68,904 1,800,000 SH Put SOLE   1,800,000 0 0
MBIA INC COM 55262C100 14,000 1,525,000 SH Call SOLE   1,525,000 0 0
MBIA INC COM 55262C100 4,526 493,000 SH   SOLE   493,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 109,341 1,136,361 SH   SOLE   1,136,361 0 0
MONSANTO CO NEW COM 61166W101 49,088 436,300 SH   SOLE   436,300 0 0
NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 22,034 7,320,115 SH   SOLE   7,320,115 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 213,903 3,170,337 SH   SOLE   3,170,337 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 48,329 245,300 SH   SOLE   245,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 44,822 227,500 SH Call SOLE   227,500 0 0
TRANSDIGM GROUP INC COM 893641100 89,354 484,750 SH   SOLE   484,750 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 116,788 3,405,900 SH   SOLE   3,405,900 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 108,284 3,250,800 SH   SOLE   3,250,800 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 144,241 1,099,400 SH   SOLE   1,099,400 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 150,238 794,867 SH   SOLE   794,867 0 0
WHITEWAVE FOODS CO COM 966244105 83,263 2,291,861 SH   SOLE   2,291,861 0 0
YUM BRANDS INC COM 988498101 21,200 294,530 SH   SOLE   294,530 0 0