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
BAIDU INC - SPON ADR SPON ADR REP A 056752108 21,226 85,694 SH   SOLE NONE 85,694 0 0
MASTERCARD INC - A CL A 57636Q104 372,260 2,636,403 SH   SOLE NONE 2,636,403 0 0
ANADARKO PETROLEUM CORP COM 032511107 437,261 8,951,103 SH   SOLE NONE 8,951,103 0 0
POTASH CORP OF SASKATCHEWAN COM 73755L107 236,649 12,299,830 SH   SOLE NONE 12,299,830 0 0
CELGENE CORP COM 151020104 1,107,623 7,595,821 SH   SOLE NONE 7,595,821 0 0
GOLDCORP INC COM 380956409 395,352 30,505,522 SH   SOLE NONE 30,505,522 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 127,136 3,385,766 SH   SOLE NONE 3,385,766 0 0
CHECK POINT SOFTWARE TECH ORD M22465104 46,338 406,399 SH   SOLE NONE 406,399 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 251,861 10,640,519 SH   SOLE NONE 10,640,519 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 712,801 10,375,555 SH   SOLE NONE 10,375,555 0 0
ROYAL GOLD INC COM 780287108 11,787 137,000 SH   SOLE NONE 137,000 0 0
LAS VEGAS SANDS CORP COM 517834107 41,682 649,658 SH   SOLE NONE 649,658 0 0
AMAZON.COM INC COM 023135106 219,027 227,833 SH   SOLE NONE 227,833 0 0
TRIPADVISOR INC COM 896945201 277,674 6,851,065 SH   SOLE NONE 6,851,065 0 0
FACEBOOK INC-A CL A 30303M102 925,498 5,416,388 SH   SOLE NONE 5,416,388 0 0
NEWMONT MINING CORP COM 651639106 575,641 15,346,347 SH   SOLE NONE 15,346,347 0 0
NOBLE ENERGY INC COM 655044105 358,064 12,625,683 SH   SOLE NONE 12,625,683 0 0
GRUPO FIN SANTANDER-ADR B SPON ADR SHS B 40053C105 45,267 4,486,361 SH   SOLE NONE 4,486,361 0 0
CONCHO RESOURCES INC COM 20605P101 350,875 2,663,795 SH   SOLE NONE 2,663,795 0 0
EOG RESOURCES INC COM 26875P101 442,481 4,573,922 SH   SOLE NONE 4,573,922 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 499,977 3,388,756 SH   SOLE NONE 3,388,756 0 0
METHANEX CORP COM 59151K108 20,875 415,000 SH   SOLE NONE 415,000 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 10,637 122,569 SH   SOLE NONE 122,569 0 0
OASIS PETROLEUM INC COM 674215108 15,322 1,680,000 SH   SOLE NONE 1,680,000 0 0
NUCOR CORP COM 670346105 10,087 180,000 SH   SOLE NONE 180,000 0 0
T-MOBILE US INC COM 872590104 360,353 5,844,199 SH   SOLE NONE 5,844,199 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 359,999 3,420,740 SH   SOLE NONE 3,420,740 0 0
MERCADOLIBRE INC COM 58733R102 628,218 2,426,208 SH   SOLE NONE 2,426,208 0 0
SERVICENOW INC COM 81762P102 447,454 3,807,150 SH   SOLE NONE 3,807,150 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 9,248 495,345 SH   SOLE NONE 495,345 0 0
CRITEO SA-SPON ADR SPONS ADS 226718104 74,126 1,786,158 SH   SOLE NONE 1,786,158 0 0
GRUBHUB INC COM 400110102 275,621 5,233,974 SH   SOLE NONE 5,233,974 0 0
PDC ENERGY INC COM 69327R101 13,728 280,000 SH   SOLE NONE 280,000 0 0
MUELLER INDUSTRIES INC COM 624756102 9,786 280,000 SH   SOLE NONE 280,000 0 0
DARLING INGREDIENTS INC COM 237266101 8,585 490,000 SH   SOLE NONE 490,000 0 0
58.COM INC-ADR SPON ADR REP A 31680Q104 326,580 5,172,323 SH   SOLE NONE 5,172,323 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 61,990 2,510,723 SH   SOLE NONE 2,510,723 0 0
LIBERTY GLOBAL PLC LILAC - A SHS CL A G5480U138 20,159 848,426 SH   SOLE NONE 848,426 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 49,837 1,376,724 SH   SOLE NONE 1,376,724 0 0
CEMEX SAB-SPONS ADR PART CER SPON ADR NEW 151290889 551,747 60,765,076 SH   SOLE NONE 60,765,076 0 0
TALEND SA - ADR ADS 874224207 24,002 586,269 SH   SOLE NONE 586,269 0 0
HALLIBURTON CO COM 406216101 23,015 500,000 SH   SOLE NONE 500,000 0 0
RPC INC COM 749660106 11,527 465,000 SH   SOLE NONE 465,000 0 0
BANK OF AMERICA CORP COM 060505104 417,774 16,486,731 SH   SOLE NONE 16,486,731 0 0
MASTEC INC COM 576323109 8,816 190,000 SH   SOLE NONE 190,000 0 0
ALCOA CORP COM 013817101 17,716 380,000 SH   SOLE NONE 380,000 0 0
BANCO MACRO SA-ADR SPON ADR B 05961W105 336,289 2,865,692 SH   SOLE NONE 2,865,692 0 0
PARSLEY ENERGY INC-CLASS A CL A 701877102 11,853 450,000 SH   SOLE NONE 450,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 381,911 5,920,188 SH   SOLE NONE 5,920,188 0 0
CONSOL ENERGY INC COM 20854P109 8,639 510,000 SH   SOLE NONE 510,000 0 0
ZTO EXPRESS CAYMAN INC-ADR SPONSORED ADR 98980A105 17,258 1,229,196 SH   SOLE NONE 1,229,196 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 10,277 430,000 SH   SOLE NONE 430,000 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 11,072 525,000 SH   SOLE NONE 525,000 0 0
NVIDIA CORP COM 67066G104 122,573 685,644 SH   SOLE NONE 685,644 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 18,438 670,000 SH   SOLE NONE 670,000 0 0
BITAUTO HOLDINGS LTD-ADR SPONSORED ADS 091727107 96,270 2,154,660 SH   SOLE NONE 2,154,660 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 257,946 13,512,084 SH   SOLE NONE 13,512,084 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 178,870 5,196,674 SH   SOLE NONE 5,196,674 0 0
GRUPO FINANCIERO GALICIA-ADR SP ADR 10 SH B 399909100 41,232 800,000 SH   SOLE NONE 800,000 0 0
ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 10,448 1,039,585 SH   SOLE NONE 1,039,585 0 0
VIPSHOP HOLDINGS LTD - ADR SPONSORED ADR 92763W103 9,780 1,112,645 SH   SOLE NONE 1,112,645 0 0
CIMAREX ENERGY CO COM 171798101 10,230 90,000 SH   SOLE NONE 90,000 0 0
SPLUNK INC COM 848637104 198,193 2,983,480 SH   SOLE NONE 2,983,480 0 0
DESPEGAR.COM CORP ORD SHS G27358103 8,000 250,000 SH   SOLE NONE 250,000 0 0
KOSMOS ENERGY LTD SHS G5315B107 1,592 200,000 PRN Call SOLE NONE 200,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 14,754 100,000 PRN Put SOLE NONE 100,000 0 0
NVIDIA CORP COM 67066G104 8,939 50,000 PRN Put SOLE NONE 50,000 0 0
TESLA INC COM 88160R101 6,822 20,000 PRN Put SOLE NONE 20,000 0 0
NOBLE ENERGY INC COM 655044105 8,508 300,000 PRN Call SOLE NONE 300,000 0 0
NOBLE ENERGY INC COM 655044105 2,836 100,000 PRN Put SOLE NONE 100,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 7,377 50,000 PRN Call SOLE NONE 50,000 0 0
NOBLE ENERGY INC COM 655044105 5,672 200,000 PRN Call SOLE NONE 200,000 0 0
NOBLE ENERGY INC COM 655044105 5,672 200,000 PRN Put SOLE NONE 200,000 0 0