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
58.COM INC-ADR SPON ADR REP A 31680Q104 18,926 429,063 SH   SOLE NONE 429,063 0 0
ACTIVISION BLIZZARD INC COM 00507V109 339,285 5,893,427 SH   SOLE NONE 5,893,427 0 0
ALCOA CORP COM 013817101 11,101 340,000 SH   SOLE NONE 340,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 5,392 317,000 SH   SOLE NONE 317,000 0 0
AMAZON.COM INC COM 023135106 331,382 342,337 SH   SOLE NONE 342,337 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 212,514 4,223,251 SH   SOLE NONE 4,223,251 0 0
ANADARKO PETROLEUM CORP COM 032511107 427,883 9,437,201 SH   SOLE NONE 9,437,201 0 0
ANADARKO PETROLEUM CORP COM 032511107 4,534 100,000 PRN Put SOLE NONE 100,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 4,534 100,000 PRN Call SOLE NONE 100,000 0 0
BAIDU INC - SPON ADR SPON ADR REP A 056752108 25,436 142,209 SH   SOLE NONE 142,209 0 0
BANCO MACRO SA-ADR SPON ADR B 05961W105 161,021 1,746,620 SH   SOLE NONE 1,746,620 0 0
BANK OF AMERICA CORP COM 060505104 399,968 16,486,731 SH   SOLE NONE 16,486,731 0 0
BITAUTO HOLDINGS LTD-ADR SPONSORED ADS 091727107 7,178 249,673 SH   SOLE NONE 249,673 0 0
CELGENE CORP COM 151020104 986,469 7,595,821 SH   SOLE NONE 7,595,821 0 0
CEMEX SAB-SPONS ADR PART CER SPON ADR NEW 151290889 572,407 60,765,076 SH   SOLE NONE 60,765,076 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 38,730 1,385,208 SH   SOLE NONE 1,385,208 0 0
CHARTER COMMUNICATIONS INC-A CL A 16119P108 28,828 85,580 SH   SOLE NONE 85,580 0 0
CHECK POINT SOFTWARE TECH ORD M22465104 50,724 465,021 SH   SOLE NONE 465,021 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 215,020 516,751 SH   SOLE NONE 516,751 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 224,798 11,498,596 SH   SOLE NONE 11,498,596 0 0
CONCHO RESOURCES INC COM 20605P101 300,731 2,474,544 SH   SOLE NONE 2,474,544 0 0
CONSOL ENERGY INC COM 20854P109 8,441 565,000 SH   SOLE NONE 565,000 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 8,982 461,812 SH   SOLE NONE 461,812 0 0
CRITEO SA-SPON ADR SPONS ADS 226718104 87,724 1,788,456 SH   SOLE NONE 1,788,456 0 0
DARLING INGREDIENTS INC COM 237266101 8,264 525,000 SH   SOLE NONE 525,000 0 0
DELTA AIR LINES INC COM NEW 247361702 211,531 3,936,189 SH   SOLE NONE 3,936,189 0 0
EOG RESOURCES INC COM 26875P101 390,300 4,311,758 SH   SOLE NONE 4,311,758 0 0
FACEBOOK INC-A CL A 30303M102 705,721 4,674,267 SH   SOLE NONE 4,674,267 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 8,968 415,000 SH   SOLE NONE 415,000 0 0
GOLDCORP INC COM 380956409 352,916 27,336,612 SH   SOLE NONE 27,336,612 0 0
GRUBHUB INC COM 400110102 216,977 4,976,545 SH   SOLE NONE 4,976,545 0 0
GRUPO FIN SANTANDER-ADR B SPON ADR SHS B 40053C105 43,249 4,486,361 SH   SOLE NONE 4,486,361 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 8,824 488,059 SH   SOLE NONE 488,059 0 0
HALLIBURTON CO COM 406216101 20,501 480,000 SH   SOLE NONE 480,000 0 0
INFOSYS LTD-SP ADR SPONSORED ADR 456788108 40,941 2,725,737 SH   SOLE NONE 2,725,737 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 246,449 2,035,592 SH   SOLE NONE 2,035,592 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 683,957 10,375,555 SH   SOLE NONE 10,375,555 0 0
LAS VEGAS SANDS CORP COM 517834107 41,507 649,658 SH   SOLE NONE 649,658 0 0
LIBERTY GLOBAL PLC LILAC - A SHS CL A G5480U138 20,993 964,292 SH   SOLE NONE 964,292 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 47,882 1,376,724 SH   SOLE NONE 1,376,724 0 0
MASTEC INC COM 576323109 8,127 180,000 SH   SOLE NONE 180,000 0 0
MASTERCARD INC - A CL A 57636Q104 338,758 2,789,283 SH   SOLE NONE 2,789,283 0 0
MERCADOLIBRE INC COM 58733R102 572,447 2,281,757 SH   SOLE NONE 2,281,757 0 0
METHANEX CORP COM 59151K108 20,880 474,000 SH   SOLE NONE 474,000 0 0
MONSANTO CO COM 61166W101 4,251 35,918 SH   SOLE NONE 35,918 0 0
MUELLER INDUSTRIES INC COM 624756102 7,673 252,000 SH   SOLE NONE 252,000 0 0
NETEASE INC-ADR SPONSORED ADR 64110W102 30,368 101,013 SH   SOLE NONE 101,013 0 0
NEWMONT MINING CORP COM 651639106 460,096 14,204,881 SH   SOLE NONE 14,204,881 0 0
NOBLE ENERGY INC COM 655044105 332,635 11,753,883 SH   SOLE NONE 11,753,883 0 0
NUCOR CORP COM 670346105 9,838 170,000 SH   SOLE NONE 170,000 0 0
NVIDIA CORP COM 67066G104 147,428 1,019,840 SH   SOLE NONE 1,019,840 0 0
OASIS PETROLEUM INC COM 674215108 13,363 1,660,000 SH   SOLE NONE 1,660,000 0 0
PARSLEY ENERGY INC-CLASS A CL A 701877102 9,435 340,000 SH   SOLE NONE 340,000 0 0
PDC ENERGY INC COM 69327R101 9,053 210,000 SH   SOLE NONE 210,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 483,364 3,028,974 SH   SOLE NONE 3,028,974 0 0
POTASH CORP OF SASKATCHEWAN COM 73755L107 200,487 12,299,830 SH   SOLE NONE 12,299,830 0 0
ROYAL GOLD INC COM 780287108 11,335 145,000 SH   SOLE NONE 145,000 0 0
RPC INC COM 749660106 9,398 465,000 SH   SOLE NONE 465,000 0 0
SERVICENOW INC COM 81762P102 409,494 3,863,148 SH   SOLE NONE 3,863,148 0 0
SINA CORP ORD G81477104 8,913 104,896 SH   SOLE NONE 104,896 0 0
SOUTHWEST AIRLINES CO COM 844741108 138,252 2,224,851 SH   SOLE NONE 2,224,851 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 118,366 3,385,766 SH   SOLE NONE 3,385,766 0 0
TALEND SA - ADR ADS 874224207 20,390 586,269 SH   SOLE NONE 586,269 0 0
TARO PHARMACEUTICAL INDUS SHS M8737E108 16,544 147,639 SH   SOLE NONE 147,639 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 8,145 470,000 SH   SOLE NONE 470,000 0 0
T-MOBILE US INC COM 872590104 268,254 4,425,175 SH   SOLE NONE 4,425,175 0 0
TRIPADVISOR INC COM 896945201 239,330 6,265,186 SH   SOLE NONE 6,265,186 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 103,860 1,380,202 SH   SOLE NONE 1,380,202 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 330,795 3,527,352 SH   SOLE NONE 3,527,352 0 0
WEATHERFORD INTERNATIONAL PL ORD SHS G48833100 6,579 1,700,000 SH   SOLE NONE 1,700,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 268,755 13,512,084 SH   SOLE NONE 13,512,084 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 14,802 255,083 SH   SOLE NONE 255,083 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 150,427 4,868,188 SH   SOLE NONE 4,868,188 0 0
ZTO EXPRESS CAYMAN INC-ADR SPONSORED ADR 98980A105 34,991 2,506,499 SH   SOLE NONE 2,506,499 0 0