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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
Ac Immune SaSHSH0026310530,5752,388,700SH DFND 2,388,70000
Alphabet IncCAP STK CL A02079K305271,092257,350SH DFND 257,35000
Amazon Com IncCOM023135106196,474168,003SH DFND 168,00300
AndeavorCOM03349M10520,776181,700SH DFND 181,70000
Apache CorpCOM03741110538,125903,000SH DFND 903,00000
Bank Amer CorpCOM06050510450,7011,717,500SH DFND 1,717,50000
Biogen IncCOM09062X10334,852109,400SH DFND 109,40000
Cabot Oil & Gas CorpCOM12709710329,7501,040,200SH DFND 1,040,20000
Concho Res IncCOM20605P10131,005206,400SH DFND 206,40000
Ctrip Com Intl LtdAMERICAN DEP SHS22943F10032,144728,900SH DFND 728,90000
Devon Energy Corp NewCOM25179M10341,8061,009,800SH DFND 1,009,80000
Encana CorpCOM29250510411,283846,400SH DFND 846,40000
Eog Res IncCOM26875P10156,620524,700SH DFND 524,70000
Facebook IncCL A30303M102190,9651,082,200SH DFND 1,082,20000
Hdfc Bank LtdADR REPS 3 SHS40415F10113,034128,200SH DFND 128,20000
Jd Com IncSPON ADR CL A47215P10645,4871,098,200SH DFND 1,098,20000
Loma Negra CorpSPONSORED ADS54150E1043,456150,000SH DFND 150,00000
Marathon Oil CorpCOM56584910620,7731,227,000SH DFND 1,227,00000
Marathon Pete CorpCOM56585A10221,186321,100SH DFND 321,10000
Microsoft CorpCOM594918104276,1063,227,800SH DFND 3,227,80000
Nektar TherapeuticsCOM640268108109,5261,834,000SH DFND 1,834,00000
Paypal Hldgs IncCOM70450Y10334,241465,100SH DFND 465,10000
Salesforce Com IncCOM79466L302175,2531,714,300SH DFND 1,714,30000
Stamps Com IncCOM NEW85285720031,584168,000SH DFND 168,00000
Time Warner IncCOM NEW88731730325,438278,100SH DFND 278,10000
United States Stl Corp NewCOM91290910824,957709,200SH DFND 709,20000
Vale S AADR91912E10520,3831,666,600SH DFND 1,666,60000
Wells Fargo Co NewCOM94974610151,570850,000SH DFND 850,00000
Workday IncCL A98138H10184,699832,500SH DFND 832,50000
Yandex N VSHS CLASS AN972841089,956304,000SH DFND 304,00000