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
ANADARKO PETE CORP COM 032511107 883,539 13,944,742 SH   SOLE NONE 13,944,742 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 182,008 20,682,727 SH   SOLE NONE 20,682,727 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 207,317 12,648,986 SH   SOLE NONE 12,648,986 0 0
CELGENE CORP COM 151020104 1,019,714 9,755,225 SH   SOLE NONE 9,755,225 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 716,961 2,661,720 SH   SOLE NONE 2,661,720 0 0
NOBLE ENERGY INC COM 655044105 223,370 6,249,857 SH   SOLE NONE 6,249,857 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 137,318 4,488,972 SH   SOLE NONE 4,488,972 0 0
ALPHABET INC CAP STK CL C 02079K107 355,366 457,186 SH   SOLE NONE 457,186 0 0
FACEBOOK INC CL A 30303M102 910,481 7,098,164 SH   SOLE NONE 7,098,164 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 646,585 4,065,036 SH   SOLE NONE 4,065,036 0 0
SILVER WHEATON CORP COM 828336107 301,128 11,140,499 SH   SOLE NONE 11,140,499 0 0
GOLDCORP INC NEW COM 380956409 365,516 22,125,643 SH   SOLE NONE 22,125,643 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 331,680 2,015,192 SH   SOLE NONE 2,015,192 0 0
MASTERCARD INCORPORATED CL A 57636Q104 463,758 4,556,922 SH   SOLE NONE 4,556,922 0 0
MERCADOLIBRE INC COM 58733R102 429,742 2,323,306 SH   SOLE NONE 2,323,306 0 0
VISA INC COM CL A 92826C839 447,404 5,409,961 SH   SOLE NONE 5,409,961 0 0
AMAZON COM INC COM 023135106 1,021,101 1,219,502 SH   SOLE NONE 1,219,502 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 353,759 7,627,411 SH   SOLE NONE 7,627,411 0 0
SERVICENOW INC COM 81762P102 381,951 4,825,661 SH   SOLE NONE 4,825,661 0 0
CONCHO RES INC COM 20605P101 271,338 1,975,525 SH   SOLE NONE 1,975,525 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 386,723 5,303,392 SH   SOLE NONE 5,303,392 0 0
T MOBILE US INC COM 872590104 267,957 5,735,372 SH   SOLE NONE 5,735,372 0 0
MICROSOFT CORP COM 594918104 281,950 4,894,969 SH   SOLE NONE 4,894,969 0 0
NEWMONT MINING CORP COM 651639106 529,480 13,476,198 SH   SOLE NONE 13,476,198 0 0
NIKE INC CL B 654106103 276,910 5,259,454 SH   SOLE NONE 5,259,454 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 244,371 30,777,159 SH   SOLE NONE 30,777,159 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 221,814 821,623 SH   SOLE NONE 821,623 0 0
PIONEER NAT RES CO COM 723787107 240,559 1,295,764 SH   SOLE NONE 1,295,764 0 0
POTASH CORP SASK INC COM 73755L107 198,721 12,176,530 SH   SOLE NONE 12,176,530 0 0
TRIPADVISOR INC COM 896945201 113,692 1,799,491 SH   SOLE NONE 1,799,491 0 0