The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ISHARES | MSCI STH KOR ETF | 464286952 | 320 | 1,790 | SH | Put | SOLE | 0 | 1,790 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287904 | 120 | 10,000 | SH | Call | SOLE | 0 | 10,000 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-ENERGY | 81369Y506 | 4,111 | 54,700 | SH | SOLE | 0 | 54,700 | 0 | 0 | |
| WISDOMTREE TR | EUROPE HEDGED EQ | 97717X701 | 3,695 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| TELEFONICA BRASIL AS | SPONSORED ADR | 87936R106 | 3,092 | 222,000 | SH | SOLE | 0 | 222,000 | 0 | 0 | |
| ISHARES | MSCI STH KOR ETF | 464286772 | 27,340 | 496,107 | SH | SOLE | 0 | 496,107 | 0 | 0 | |
| ICICI BK LTD | ADR | 45104G104 | 7,668 | 735,867 | SH | SOLE | 0 | 735,867 | 0 | 0 | |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 25,408 | 839,649 | SH | SOLE | 0 | 839,649 | 0 | 0 | |
| COSAN LTD | SHS A | G25343107 | 130,392 | 21,167,463 | SH | SOLE | 0 | 21,167,463 | 0 | 0 | |