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
Estimated average burden
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 107,997 1,637,317 SH   SOLE   1,637,317 0 0
ALLERGAN PLC SHS G0177J108 158,041 505,730 SH   SOLE   505,730 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 142,653 1,141,224 SH   SOLE   1,141,224 0 0
CONSTELLATION BRANDS INC CL A 21036P108 89,310 627,000 SH   SOLE   627,000 0 0
CREDICORP LTD COM G2519Y108 43,009 441,932 SH   SOLE   441,932 0 0
CTRIP COM INTL LTD AMERICAN DEP SH 22943F100 29,762 642,400 SH   SOLE   642,400 0 0
DOLLAR TREE INC COM 256746108 59,093 765,261 SH   SOLE   765,261 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 42,913 696,632 SH   SOLE   696,632 0 0
ISHARES MSCI BRZ CAP ET 464286400 15,735 760,900 SH   SOLE   760,900 0 0
ISHARES MSCI MEX CAP ET 464286822 10,170 204,100 SH   SOLE   204,100 0 0
ISHARES TR CHINA LG-CAP ET 464287184 88,225 2,500,000 SH Put SOLE   2,500,000 0 0
ISHARES TR MSCI EMG MKT ET 464287234 116,814 3,628,900 SH Call SOLE   3,628,900 0 0
ISHARES TR IBOXX HI YD ETF 464288513 4,593 57,000 SH   SOLE   57,000 0 0
JD COM INC SPON ADR CL A 47215P106 112,934 3,500,200 SH   SOLE   3,500,200 0 0
KRAFT HEINZ CO COM 500754106 116,269 1,597,981 SH   SOLE   1,597,981 0 0
MBIA INC COM 55262C100 4,831 745,500 SH Put SOLE   745,500 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 45,759 579,600 SH   SOLE   579,600 0 0
MOLSON COORS BREWING CO CL B 60871R209 177,090 1,885,537 SH   SOLE   1,885,537 0 0
PAYPAL HLDGS INC COM 70450Y103 38,852 1,073,264 SH   SOLE   1,073,264 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 125,742 2,384,188 SH   SOLE   2,384,188 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 30,334 811,940 SH   SOLE   811,940 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 20,791 101,980 SH   SOLE   101,980 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ET 922042858 20,408 623,900 SH   SOLE   623,900 0 0
VISA INC COM CL A 92826C839 38,966 502,468 SH   SOLE   502,468 0 0
WHITEWAVE FOODS CO COM 966244105 88,911 2,285,048 SH   SOLE   2,285,048 0 0
YUM BRANDS INC COM 988498101 254,175 3,479,461 SH   SOLE   3,479,461 0 0