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
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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
58.COM INC-ADR SPON ADR REP A 31680Q104 19,109 682,465 SH   SOLE NONE 682,465 0 0
ALCOA CORP COM 013817101 10,390 369,999 SH   SOLE NONE 369,999 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 1,877 21,371 SH   SOLE NONE 21,371 0 0
AMAZON.COM INC COM 023135106 396,940 529,345 SH   SOLE NONE 529,345 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 148,510 3,180,765 SH   SOLE NONE 3,180,765 0 0
ANADARKO PETROLEUM CORP COM 032511107 1,064,088 15,260,114 SH   SOLE NONE 15,260,114 0 0
ANADARKO PETROLEUM CORP COM 032511107 3,487 50,000 PRN Call SOLE NONE 50,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 3,487 50,000 PRN Put SOLE NONE 50,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 3,487 50,000 PRN Call SOLE NONE 50,000 0 0
BAIDU INC - SPON ADR SPON ADR REP A 056752108 47,518 289,023 SH   SOLE NONE 289,023 0 0
BANK OF AMERICA CORP COM 060505104 217,721 9,851,627 SH   SOLE NONE 9,851,627 0 0
CARRIZO OIL & GAS INC COM 144577103 7,283 195,000 SH   SOLE NONE 195,000 0 0
CELGENE CORP COM 151020104 937,132 8,096,177 SH   SOLE NONE 8,096,177 0 0
CEMEX SAB-SPONS ADR PART CER SPON ADR NEW 151290889 444,061 55,300,282 SH   SOLE NONE 55,300,282 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 46,616 1,480,798 SH   SOLE NONE 1,480,798 0 0
CHARTER COMMUNICATIONS INC-A CL A 16119P108 351,447 1,220,641 SH   SOLE NONE 1,220,641 0 0
CHECK POINT SOFTWARE TECH ORD M22465104 59,885 709,036 SH   SOLE NONE 709,036 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 210,125 12,696,386 SH   SOLE NONE 12,696,386 0 0
CONCHO RESOURCES INC COM 20605P101 275,484 2,077,558 SH   SOLE NONE 2,077,558 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 7,710 488,902 SH   SOLE NONE 488,902 0 0
CRITEO SA-SPON ADR SPONS ADS 226718104 71,850 1,749,029 SH   SOLE NONE 1,749,029 0 0
DARLING INGREDIENTS INC COM 237266101 10,586 820,000 SH   SOLE NONE 820,000 0 0
DELTA AIR LINES INC COM NEW 247361702 147,343 2,995,391 SH   SOLE NONE 2,995,391 0 0
ELDORADO GOLD CORP COM 284902103 9,016 2,800,000 SH   SOLE NONE 2,800,000 0 0
EOG RESOURCES INC COM 26875P101 221,166 2,187,596 SH   SOLE NONE 2,187,596 0 0
FACEBOOK INC-A CL A 30303M102 896,404 7,791,428 SH   SOLE NONE 7,791,428 0 0
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 23,702 311,013 SH   SOLE NONE 311,013 0 0
GOLDCORP INC COM 380956409 352,725 25,935,655 SH   SOLE NONE 25,935,655 0 0
GRUBHUB INC COM 400110102 17,123 455,153 SH   SOLE NONE 455,153 0 0
GRUPO FIN SANTANDER-ADR B SPON ADR SHS B 40053C105 149,221 20,754,027 SH   SOLE NONE 20,754,027 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 5,256 400,000 SH   SOLE NONE 400,000 0 0
HALLIBURTON CO COM 406216101 251,412 4,648,031 SH   SOLE NONE 4,648,031 0 0
HESS CORP COM 42809H107 209,786 3,367,894 SH   SOLE NONE 3,367,894 0 0
INFOSYS LTD-SP ADR SPONSORED ADR 456788108 40,701 2,744,537 SH   SOLE NONE 2,744,537 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 219,776 2,022,792 SH   SOLE NONE 2,022,792 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 753,681 13,358,400 SH   SOLE NONE 13,358,400 0 0
INTERXION HOLDING NV SHS N47279109 4,610 131,448 SH   SOLE NONE 131,448 0 0
LAS VEGAS SANDS CORP COM 517834107 14,375 269,152 SH   SOLE NONE 269,152 0 0
LIBERTY GLOBAL PLC LILAC - A SHS CL A G5480U138 21,323 970,992 SH   SOLE NONE 970,992 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 29,030 853,560 SH   SOLE NONE 853,560 0 0
MASTEC INC COM 576323109 7,727 202,000 SH   SOLE NONE 202,000 0 0
MASTERCARD INC - A CL A 57636Q104 472,226 4,573,622 SH   SOLE NONE 4,573,622 0 0
MERCADOLIBRE INC COM 58733R102 372,163 2,383,523 SH   SOLE NONE 2,383,523 0 0
METHANEX CORP COM 59151K108 27,156 620,000 SH   SOLE NONE 620,000 0 0
MICROSOFT CORP COM 594918104 325,388 5,236,376 SH   SOLE NONE 5,236,376 0 0
MOMO INC-SPON ADR ADR 60879B107 649 35,329 SH   SOLE NONE 35,329 0 0
MONSANTO CO COM 61166W101 3,638 34,575 SH   SOLE NONE 34,575 0 0
MUELLER INDUSTRIES INC COM 624756102 9,670 242,000 SH   SOLE NONE 242,000 0 0
MYLAN NV SHS EURO N59465109 3,325 87,154 SH   SOLE NONE 87,154 0 0
NETEASE INC-ADR SPONSORED ADR 64110W102 32,316 150,069 SH   SOLE NONE 150,069 0 0
NEWMONT MINING CORP COM 651639106 462,667 13,579,898 SH   SOLE NONE 13,579,898 0 0
NIKE INC -CL B CL B 654106103 268,324 5,278,854 SH   SOLE NONE 5,278,854 0 0
NOBLE ENERGY INC COM 655044105 256,913 6,750,222 SH   SOLE NONE 6,750,222 0 0
NUCOR CORP COM 670346105 7,500 126,000 SH   SOLE NONE 126,000 0 0
OASIS PETROLEUM INC COM 674215108 16,276 1,075,000 SH   SOLE NONE 1,075,000 0 0
PDC ENERGY INC COM 69327R101 8,347 115,000 SH   SOLE NONE 115,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 337,852 1,876,227 SH   SOLE NONE 1,876,227 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 3,601 20,000 PRN Call SOLE NONE 20,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 5,402 30,000 PRN Call SOLE NONE 30,000 0 0
POTASH CORP OF SASKATCHEWAN COM 73755L107 221,104 12,222,430 SH   SOLE NONE 12,222,430 0 0
PRAXAIR INC COM 74005P104 14,063 120,000 SH   SOLE NONE 120,000 0 0
ROYAL GOLD INC COM 780287108 9,186 145,000 SH   SOLE NONE 145,000 0 0
RPC INC COM 749660106 7,726 390,000 SH   SOLE NONE 390,000 0 0
SCHLUMBERGER LTD COM 806857108 230,267 2,742,907 SH   SOLE NONE 2,742,907 0 0
SERVICENOW INC COM 81762P102 321,598 4,326,038 SH   SOLE NONE 4,326,038 0 0
SILVER WHEATON CORP COM 828336107 257,566 13,331,590 SH   SOLE NONE 13,331,590 0 0
SINA CORP ORD G81477104 10,534 173,282 SH   SOLE NONE 173,282 0 0
SOUTHWEST AIRLINES CO COM 844741108 154,771 3,105,355 SH   SOLE NONE 3,105,355 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 98,005 3,408,866 SH   SOLE NONE 3,408,866 0 0
TALEND SA - ADR ADS 874224207 8,205 369,600 SH   SOLE NONE 369,600 0 0
TARO PHARMACEUTICAL INDUS SHS M8737E108 27,548 261,687 SH   SOLE NONE 261,687 0 0
T-MOBILE US INC COM 872590104 331,049 5,756,372 SH   SOLE NONE 5,756,372 0 0
TRIPADVISOR INC COM 896945201 263,743 5,687,803 SH   SOLE NONE 5,687,803 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 155,665 2,135,914 SH   SOLE NONE 2,135,914 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 423,630 5,429,761 SH   SOLE NONE 5,429,761 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 12,006 304,569 SH   SOLE NONE 304,569 0 0