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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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
58 COM INC SPON ADR REP A 31680Q104 37,445 901,208 SH   SOLE   901,208 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 273,364 2,433,795 SH   SOLE   2,433,795 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 9,259 254,646 SH   SOLE   254,646 0 0
BAIDU INC SPON ADR REP A 056752108 192,794 845,700 SH   SOLE   845,700 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 7,423 105,432 SH   SOLE   105,432 0 0
CITIGROUP INC COM NEW 172967424 115,482 2,134,200 SH   SOLE   2,134,200 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 70,051 1,330,254 SH   SOLE   1,330,254 0 0
COLFAX CORP COM 194014106 142,915 2,771,289 SH   SOLE   2,771,289 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 65,585 1,780,741 SH   SOLE   1,780,741 0 0
CREDICORP LTD COM G2519Y108 131,699 822,194 SH   SOLE   822,194 0 0
DOLLAR GEN CORP NEW COM 256677105 198,305 2,804,881 SH   SOLE   2,804,881 0 0
FEDEX CORP COM 31428X106 106,501 613,274 SH   SOLE   613,274 0 0
ISHARES MSCI BRZ CAP ETF 464286400 16,947 463,400 SH   SOLE   463,400 0 0
ISHARES MSCI MEX CAP ETF 464286822 16,795 282,800 SH   SOLE   282,800 0 0
ISHARES IBOXX HI YD ETF 464288513 8,960 100,000 SH Put SOLE   100,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 58,988 1,417,300 SH Put SOLE   1,417,300 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 108,006 1,074,261 SH   SOLE   1,074,261 0 0
MONSANTO CO NEW COM 61166W101 154,917 1,296,700 SH   SOLE   1,296,700 0 0
NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 29,499 16,480,078 SH   SOLE   16,480,078 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 246,212 4,299,887 SH   SOLE   4,299,887 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 33,519 163,080 SH   SOLE   163,080 0 0
TRANSDIGM GROUP INC COM 893641100 72,738 370,450 SH   SOLE   370,450 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 61,970 1,613,600 SH   SOLE   1,613,600 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 64,718 1,754,338 SH   SOLE   1,754,338 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 78,109 545,800 SH   SOLE   545,800 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 232,003 11,873,231 SH   SOLE   11,873,231 0 0
VISA INC COM CL A 92826C839 71,093 271,142 SH   SOLE   271,142 0 0
WHITEWAVE FOODS CO COM 966244105 106,429 3,041,685 SH   SOLE   3,041,685 0 0