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 34,586 735,090 SH   SOLE   735,090 0 0
ALLERGAN PLC SHS G0177J108 146,696 539,700 SH   SOLE   539,700 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 127,831 1,202,324 SH   SOLE   1,202,324 0 0
CITRIX SYS INC COM 177376100 50,784 733,031 SH   SOLE   733,031 0 0
CONSTELLATION BRANDS INC CL A 21036P108 62,330 497,800 SH   SOLE   497,800 0 0
CREDICORP LTD COM G2519Y108 39,814 374,332 SH   SOLE   374,332 0 0
DOLLAR TREE INC COM 256746108 112,020 1,680,461 SH   SOLE   1,680,461 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,244 85,836 SH   SOLE   85,836 0 0
ISHARES MSCI BRZ CAP ETF 464286400 16,702 760,900 SH   SOLE   760,900 0 0
ISHARES MSCI MEX CAP ETF 464286822 10,523 204,100 SH   SOLE   204,100 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 279,564 7,881,700 SH Put SOLE   7,881,700 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 376,898 11,497,800 SH Call SOLE   11,497,800 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 98,753 3,012,600 SH   SOLE   3,012,600 0 0
JD COM INC SPON ADR CL A 47215P106 15,740 604,000 SH   SOLE   604,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 40,262 443,029 SH   SOLE   443,029 0 0
KRAFT HEINZ CO COM 500754106 132,379 1,875,581 SH   SOLE   1,875,581 0 0
MOLSON COORS BREWING CO CL B 60871R209 129,265 1,557,037 SH   SOLE   1,557,037 0 0
MONSANTO CO NEW COM 61166W101 24,501 287,100 SH   SOLE   287,100 0 0
PAYPAL HLDGS INC COM 70450Y103 37,563 1,210,164 SH   SOLE   1,210,164 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 16,051 533,800 SH   SOLE   533,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 19,542 101,980 SH   SOLE   101,980 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 47,908 250,000 SH Put SOLE   250,000 0 0
TRANSDIGM GROUP INC COM 893641100 49,437 232,745 SH   SOLE   232,745 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 69,812 391,367 SH   SOLE   391,367 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 20,645 623,900 SH   SOLE   623,900 0 0
VISA INC COM CL A 92826C839 37,656 540,568 SH   SOLE   540,568 0 0
WHITEWAVE FOODS CO COM 966244105 40,092 998,548 SH   SOLE   998,548 0 0
YUM BRANDS INC COM 988498101 155,995 1,951,161 SH   SOLE   1,951,161 0 0