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
3D SYSTEMS CORP COM NEW 88554D205 4,790 445,384 SH   SOLE   445,384 0 0
58.COM INC SPON ADR REP A 31680Q104 6,462 98,410 SH   SOLE   98,410 0 0
ACUSHNET HOLDINGS CORP COM 005098108 6,902 298,156 SH   SOLE   298,156 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 7,491 69,930 SH   SOLE   69,930 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102 18,949 103,849 SH   SOLE   103,849 0 0
ALPHABET INC CAP STK CL A 02079K305 20,988 17,838 SH   SOLE   17,838 0 0
ALTABA INC COM 021346101 15,181 204,753 SH   SOLE   204,753 0 0
AMERICAN EXPRESS CO COM 025816109 9,413 86,105 SH   SOLE   86,105 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 3,265 75,825 SH   SOLE   75,825 0 0
APACHE CORP COM 037411105 8,159 235,285 SH   SOLE   235,285 0 0
APPLE INC COM 037833100 10,569 55,640 SH   SOLE   55,640 0 0
APPLIED MATERIALS INC COM 038222105 5,381 135,690 SH   SOLE   135,690 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A- G0457F107 5,764 803,298 SH   SOLE   803,298 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC CL A 04316A108 6,781 269,350 SH   SOLE   269,350 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 3,038 28,900 SH   SOLE   28,900 0 0
AVIANCA HOLDINGS SA SPON ADR REP PFD 05367G100 1,795 438,300 SH   SOLE   438,300 0 0
AVNET INC COM 053807103 7,204 166,044 SH   SOLE   166,044 0 0
BAIDU INC SPON ADR REP A 056752108 165,107 1,001,832 SH   SOLE   1,001,832 0 0
BAKER HUGHES A GE CO CL A 05722G100 11,976 431,954 SH   SOLE   431,954 0 0
BANCO BRADESCO SA SP ADR PFD NEW 059460303 4,442 407,372 SH   SOLE   407,372 0 0
BANCO SANTANDER MEXICO SA INSTITUCION DE BANCA MULTIPLE GRUPO FINANCIERO SANTANDER MEXICO SPONSORED ADS B 05969B103 1,362 201,100 SH   SOLE   201,100 0 0
BANCOLOMBIA SA SPON ADR PREF 05968L102 1,889 37,000 SH   SOLE   37,000 0 0
BANK OF AMERICA CORP COM 060505104 22,829 827,898 SH   SOLE   827,898 0 0
BARRICK GOLD CORP COM 067901108 3,842 280,000 SH   SOLE   280,000 0 0
BITAUTO HOLDINGS LTD SPONSORED ADS 091727107 5,027 315,678 SH   SOLE   315,678 0 0
BLACKSTONE GROUP LP/THE COM UNIT LTD 09253U108 5,306 151,706 SH   SOLE   151,706 0 0
BLUE APRON HOLDINGS INC CL A 09523Q101 7,059 7,243,581 SH   SOLE   7,243,581 0 0
BOOKING HOLDINGS INC COM 09857L108 4,675 2,679 SH   SOLE   2,679 0 0
BORGWARNER INC COM 099724106 4,544 118,300 SH   SOLE   118,300 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,536 116,031 SH   SOLE   116,031 0 0
CAPRI HOLDINGS LTD SHS G1890L107 5,040 110,150 SH   SOLE   110,150 0 0
CATERPILLAR INC COM 149123101 4,542 33,524 SH   SOLE   33,524 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 10,897 2,350,923 SH   SOLE   2,350,923 0 0
CENTURYLINK INC COM 156700106 2,483 207,000 SH   SOLE   207,000 0 0
CHESAPEAKE ENERGY CORP SPON ADR NEW 165167107 7,650 2,463,824 SH   SOLE   2,463,824 0 0
CISCO SYSTEMS INC COM 17275R102 10,940 202,589 SH   SOLE   202,589 0 0
CITIGROUP INC COM NEW 172967424 152,174 2,444,756 SH   SOLE   2,444,756 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 13,141 404,288 SH   SOLE   404,288 0 0
COCA-COLA CO/THE COM 191216100 9,309 198,677 SH   SOLE   198,677 0 0
COLGATE-PALMOLIVE CO COM 194162103 8,939 130,452 SH   SOLE   130,452 0 0
CORP AMERICA AIRPORTS SA COM UNIT REPST L1995B107 8,187 983,395 SH   SOLE   983,395 0 0
COTY INC COM CL A 222070203 5,818 506,320 SH   SOLE   506,320 0 0
CRITEO SA SPONS ADS 226718104 8,289 413,432 SH   SOLE   413,432 0 0
CVS Health Corp COM 126650100 7,091 131,511 SH   SOLE   131,511 0 0
DEVON ENERGY CORP COM 25179M103 7,732 245,017 SH   SOLE   245,017 0 0
DISCOVERY INC COM SER A 25470F104 5,423 200,742 SH   SOLE   200,742 0 0
DR HORTON INC COM 23331A109 5,173 125,000 SH   SOLE   125,000 0 0
DROPBOX INC CL A 26210C104 10,620 487,255 SH   SOLE   487,255 0 0
EBAY INC COM 278642103 14,354 386,644 SH   SOLE   386,644 0 0
ELI LILLY & CO COM 532457108 8,579 66,133 SH   SOLE   66,133 0 0
ENERPLUS CORP COM 292766102 6,079 723,128 SH   SOLE   723,128 0 0
EXXON MOBIL CORP COM 30231G102 15,480 191,595 SH   SOLE   191,595 0 0
FACEBOOK INC CL A 30303M102 18,518 111,104 SH   SOLE   111,104 0 0
FANG HOLDINGS LTD ADR 30711Y102 3,023 2,231,200 SH   SOLE   2,231,200 0 0
FEDEX CORP COM 31428X106 3,801 20,950 SH   SOLE   20,950 0 0
First Data Corp COM CL A 32008D106 5,478 208,473 SH   SOLE   208,473 0 0
FLUOR CORP COM 343412102 6,507 176,810 SH   SOLE   176,810 0 0
FRANKLIN RESOURCES INC COM 354613101 616 18,600 SH   SOLE   18,600 0 0
FREEPORT-MCMORAN INC CL B 35671D857 17,295 1,342,245 SH   SOLE   1,342,245 0 0
GAMCO INVESTORS INC CL A COM 361438104 506 24,600 SH   SOLE   24,600 0 0
GENERAL ELECTRIC CO COM 369604103 12,633 1,265,204 SH   SOLE   1,265,204 0 0
GENERAL MILLS INC COM 370334104 7,832 151,318 SH   SOLE   151,318 0 0
GLOBAL PAYMENTS INC COM 37940X102 4,679 34,275 SH   SOLE   34,275 0 0
GOLDMAN SACHS GROUP INC/THE COM 38141G104 2,741 14,280 SH   SOLE   14,280 0 0
GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 6,335 583,312 SH   SOLE   583,312 0 0
GRUBHUB INC COM 400110102 54 780 SH   SOLE   780 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 9,023 53,500 SH   SOLE   53,500 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 10,810 93,285 SH   SOLE   93,285 0 0
HOLLYSYS AUTOMATION TECHNOLOGIES LTD SHS G45667105 7,485 357,211 SH   SOLE   357,211 0 0
INTEL CORP COM 458140100 10,183 189,603 SH   SOLE   189,603 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 13,950 98,877 SH   SOLE   98,877 0 0
IQIYI INC SPONSORED ADS 46267X108 2,483 103,830 SH   SOLE   103,830 0 0
ISRAEL CHEMICALS LTD SHS M5920A109 3,116 594,028 SH   SOLE   594,028 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 5,199 207,990 SH   SOLE   207,990 0 0
JD.COM INC SPON ADR CL A 47215P106 9,070 300,781 SH   SOLE   300,781 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 3,893 207,152 SH   SOLE   207,152 0 0
JOHNSON & JOHNSON COM 478160104 9,589 68,594 SH   SOLE   68,594 0 0
JOHNSON CONTROLS INTERNATIONAL PLC SHS G51502105 12,626 341,927 SH   SOLE   341,927 0 0
JPMORGAN CHASE & CO COM 46625H100 13,462 132,945 SH   SOLE   132,945 0 0
KINROSS GOLD CORP COM NO PAR 496902404 2,584 750,000 SH   SOLE   750,000 0 0
KRAFT HEINZ CO/THE COM 500754106 1,702 52,130 SH   SOLE   52,130 0 0
KT CORP SPONSORED ADR 48268K101 1,883 151,300 SH   SOLE   151,300 0 0
LAS VEGAS SANDS CORP COM 517834107 6,141 100,720 SH   SOLE   100,720 0 0
LEGG MASON INC COM 524901105 6,688 244,250 SH   SOLE   244,250 0 0
LOMA NEGRA CIA INDUSTRIAL ARGENTINA SA SPONSORED ADS 54150E104 5,696 519,970 SH   SOLE   519,970 0 0
MADISON SQUARE GARDEN CO/THE CL A 55825T103 3,375 11,510 SH   SOLE   11,510 0 0
MAKEMYTRIP LTD SHS V5633W109 7,668 277,685 SH   SOLE   277,685 0 0
MANCHESTER UNITED PLC ORD CL A G5784H106 1,290 67,040 SH   SOLE   67,040 0 0
MARATHON OIL CORP COM 565849106 7,282 435,927 SH   SOLE   435,927 0 0
MCKESSON CORP COM 58155Q103 62,465 533,637 SH   SOLE   533,637 0 0
MERCADOLIBRE INC COM 58733R102 9,395 18,499 SH   SOLE   18,499 0 0
MICRON TECHNOLOGY INC COM 595112103 9,249 223,814 SH   SOLE   223,814 0 0
MICROSOFT CORP COM 594918104 16,917 143,427 SH   SOLE   143,427 0 0
MOMO INC ADR 60879B107 2,506 65,538 SH   SOLE   65,538 0 0
MOSAIC CO/THE COM 61945C103 7,252 265,501 SH   SOLE   265,501 0 0
MYLAN NV SHS EURO N59465109 7,682 271,123 SH   SOLE   271,123 0 0
NATIONAL OILWELL VARCO INC COM 637071101 11,206 420,581 SH   SOLE   420,581 0 0
NEWELL BRANDS INC COM 651229106 3,407 222,030 SH   SOLE   222,030 0 0
NXP SEMICONDUCTOR NV COM N6596X109 2,236 25,300 SH   SOLE   25,300 0 0
PAYPAL HOLDINGS INC COM 70450Y103 18,313 176,345 SH   SOLE   176,345 0 0
PFIZER INC COM 717081103 11,402 268,452 SH   SOLE   268,452 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 4,470 48,630 SH   SOLE   48,630 0 0
QIWI PLC SPON ADR REP B 74735M108 8,048 559,276 SH   SOLE   559,276 0 0
QUDIAN INC ADR 747798106 2,110 417,440 SH   SOLE   417,440 0 0
RALPH LAUREN CORP CL A 751212101 9,006 69,455 SH   SOLE   69,455 0 0
RUBICON TECHNOLOGY INC COM NEW 78112T206 779 96,690 SH   SOLE   96,690 0 0
SCHLUMBERGER LTD COM 806857108 824 18,900 SH   SOLE   18,900 0 0
SIFY TECHNOLOGIES LTD SPONSORED ADS 82655M107 187 114,700 SH   SOLE   114,700 0 0
SINA CORP/CHINA ORD G81477104 8,760 147,856 SH   SOLE   147,856 0 0
SNAP INC CL A 83304A106 9,726 881,374 SH   SOLE   881,374 0 0
SOHU.COM LTD SPONSORED ADS 83410S108 6,160 371,859 SH   SOLE   371,859 0 0
SOUTHWESTERN ENERGY CO COM 845467109 7,725 1,648,817 SH   SOLE   1,648,817 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 12,710 91,551 SH   SOLE   91,551 0 0
STATE STREET CORP COM 857477103 4,823 73,280 SH   SOLE   73,280 0 0
STERICYCLE INC COM 858912108 7,879 144,762 SH   SOLE   144,762 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADR 874039100 2,933 71,600 SH   SOLE   71,600 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC COM 874054109 1,214 12,860 SH   SOLE   12,860 0 0
TATA MOTORS LTD SPONSORED ADR 876568502 699 55,600 SH   SOLE   55,600 0 0
TERNIUM SA SPON ADR 880890108 2,232 82,000 SH   SOLE   82,000 0 0
Transocean Ltd REG SHS H8817H100 10,065 1,154,885 SH   SOLE   1,154,885 0 0
TRIPADVISOR INC COM 896945201 412 8,000 SH   SOLE   8,000 0 0
TWITTER INC COM 90184L102 10,395 316,202 SH   SOLE   316,202 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,509 14,192 SH   SOLE   14,192 0 0
VALE SA ADR 91912E105 2,221 170,000 SH   SOLE   170,000 0 0
VANGUARD MID-CAP VALUE ETF FTSE EMR MKT ETF 922908512 11,785 109,250 SH   SOLE   109,250 0 0
VANGUARD S&P MID-CAP 400 ETF S&P 500 ETF SHS 921932885 16,679 130,420 SH   SOLE   130,420 0 0
VANGUARD S&P SMALL-CAP 600 ETF SMLLCP 600 IDX 921932828 27,766 197,850 SH   SOLE   197,850 0 0
VANGUARD SMALL-CAP VALUE ETF SM CP VAL ETF 922908611 11,499 89,340 SH   SOLE   89,340 0 0
VEECO INSTRUMENTS INC COM 922417100 31,426 2,901,778 SH   SOLE   2,901,778 0 0
VEON LTD SPONSORED ADR 91822M106 1,285 613,597 SH   SOLE   613,597 0 0
VIACOM INC CL B 92553P201 3,800 135,360 SH   SOLE   135,360 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 1,908 237,800 SH   SOLE   237,800 0 0
VOYA FINANCIAL INC COM 929089100 10,218 204,510 SH   SOLE   204,510 0 0
WALMART INC COM 931142103 5,455 55,935 SH   SOLE   55,935 0 0
WELLS FARGO & CO COM 949746101 18,247 377,593 SH   SOLE   377,593 0 0
WHIRLPOOL CORP COM 963320106 3,987 30,000 SH   SOLE   30,000 0 0
YANDEX NV SHS CLASS A N97284108 9,800 285,372 SH   SOLE   285,372 0 0
YPF SA SPON ADR CL D 984245100 804 57,400 SH   SOLE   57,400 0 0
YUM CHINA HOLDINGS INC COM 98850P109 7,003 155,923 SH   SOLE   155,923 0 0
YY INC ADS REPCOM CLA 98426T106 9,911 117,977 SH   SOLE   117,977 0 0
ZILLOW GROUP INC CL A 98954M101 3,104 90,779 SH   SOLE   90,779 0 0
ZIONS BANCORP NA COM 989701107 11,719 258,046 SH   SOLE   258,046 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 1,538 84,200 SH   SOLE   84,200 0 0
ZYNGA INC CL A 98986T108 5,834 1,093,589 SH   SOLE   1,093,589 0 0