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
MASTERCARD INC - A CL A 57636Q104 172,494 914,360 SH   SOLE NONE 914,360 0 0
CELGENE CORP COM 151020104 64,866 1,012,103 SH   SOLE NONE 1,012,103 0 0
GOLDCORP INC COM 380956409 124,401 12,693,963 SH   SOLE NONE 12,693,963 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 90,456 2,450,714 SH   SOLE NONE 2,450,714 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 51,122 2,461,334 SH   SOLE NONE 2,461,334 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 459,603 6,101,191 SH   SOLE NONE 6,101,191 0 0
MYLAN NV SHS EURO N59465109 38,568 1,407,586 SH   SOLE NONE 1,407,586 0 0
FACEBOOK INC-CLASS A CL A 30303M102 364,209 2,778,313 SH   SOLE NONE 2,778,313 0 0
NEWMONT MINING CORP COM 651639106 217,097 6,265,423 SH   SOLE NONE 6,265,423 0 0
NOBLE ENERGY INC COM 655044105 24,959 1,330,419 SH   SOLE NONE 1,330,419 0 0
CONCHO RESOURCES INC COM 20605P101 38,807 377,535 SH   SOLE NONE 377,535 0 0
EOG RESOURCES INC COM 26875P101 47,251 541,807 SH   SOLE NONE 541,807 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 78,087 593,724 SH   SOLE NONE 593,724 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 10,711 178,939 SH   SOLE NONE 178,939 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 348,998 333,982 SH   SOLE NONE 333,982 0 0
JD.COM INC-ADR SPON ADR CL A 47215P106 161,217 7,702,694 SH   SOLE NONE 7,702,694 0 0
T-MOBILE US INC COM 872590104 208,540 3,278,412 SH   SOLE NONE 3,278,412 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 137,211 1,039,949 SH   SOLE NONE 1,039,949 0 0
MERCADOLIBRE INC COM 58733R102 276,621 944,581 SH   SOLE NONE 944,581 0 0
SERVICENOW INC COM 81762P102 165,040 926,930 SH   SOLE NONE 926,930 0 0
CARRIZO OIL & GAS INC COM 144577103 7,853 695,599 SH   SOLE NONE 695,599 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 5,493 452,111 SH   SOLE NONE 452,111 0 0
GRUBHUB INC COM 400110102 184,377 2,400,433 SH   SOLE NONE 2,400,433 0 0
PDC ENERGY INC COM 69327R101 8,971 301,458 SH   SOLE NONE 301,458 0 0
MUELLER INDUSTRIES INC COM 624756102 9,683 414,526 SH   SOLE NONE 414,526 0 0
DARLING INGREDIENTS INC COM 237266101 9,006 468,101 SH   SOLE NONE 468,101 0 0
58.COM INC-ADR SPON ADR REP A 31680Q104 198,214 3,656,413 SH   SOLE NONE 3,656,413 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 15,020 1,730,457 SH   SOLE NONE 1,730,457 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 32,850 963,068 SH   SOLE NONE 963,068 0 0
HALLIBURTON CO COM 406216101 8,864 333,489 SH   SOLE NONE 333,489 0 0
RPC INC COM 749660106 3,587 363,407 SH   SOLE NONE 363,407 0 0
MASTEC INC COM 576323109 5,424 133,727 SH   SOLE NONE 133,727 0 0
ALCOA CORP COM 013817101 7,572 284,892 SH   SOLE NONE 284,892 0 0
BANCO MACRO SA-ADR SPON ADR B 05961W105 13,116 296,612 SH   SOLE NONE 296,612 0 0
PARSLEY ENERGY INC-CLASS A CL A 701877102 5,429 339,762 SH   SOLE NONE 339,762 0 0
ACTIVISION BLIZZARD INC COM 00507V109 93,979 2,018,017 SH   SOLE NONE 2,018,017 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 5,596 259,783 SH   SOLE NONE 259,783 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 9,484 463,774 SH   SOLE NONE 463,774 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 173,442 8,880,809 SH   SOLE NONE 8,880,809 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 30,016 1,314,184 SH   SOLE NONE 1,314,184 0 0
ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 6,254 791,626 SH   SOLE NONE 791,626 0 0
SM ENERGY CO COM 78454L100 5,504 355,554 SH   SOLE NONE 355,554 0 0
VIPSHOP HOLDINGS LTD - ADR SPONSORED ADR 92763W103 30,917 5,662,447 SH   SOLE NONE 5,662,447 0 0
CIMAREX ENERGY CO COM 171798101 6,317 102,467 SH   SOLE NONE 102,467 0 0
QIAGEN N.V. SHS NEW N72482123 10,026 291,032 SH   SOLE NONE 291,032 0 0
NATIONAL OILWELL VARCO INC COM 637071101 643 25,000 SH   SOLE NONE 25,000 0 0
YANDEX NV-A SHS CLASS A N97284108 66,884 2,445,502 SH   SOLE NONE 2,445,502 0 0
MARATHON PETROLEUM CORP COM 56585A102 13,182 223,392 SH   SOLE NONE 223,392 0 0
BRISTOW GROUP INC COM 110394103 2,795 1,150,000 SH   SOLE NONE 1,150,000 0 0
INCYTE CORP COM 45337C102 68,341 1,074,714 SH   SOLE NONE 1,074,714 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 129,934 271,306 SH   SOLE NONE 271,306 0 0
LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 12,821 1,151,914 SH   SOLE NONE 1,151,914 0 0
PROPETRO HOLDING CORP COM 74347M108 6,096 494,810 SH   SOLE NONE 494,810 0 0
TRANSPORTADOR GAS SUR-SP B SPON ADR B 893870204 5,436 362,371 SH   SOLE NONE 362,371 0 0
SHOPIFY INC - CLASS A CL A 82509L107 119,139 860,523 SH   SOLE NONE 860,523 0 0
ELECTRONIC ARTS INC COM 285512109 133,985 1,697,952 SH   SOLE NONE 1,697,952 0 0
SPIRIT AIRLINES INC COM 848577102 7,972 137,635 SH   SOLE NONE 137,635 0 0
ALBEMARLE CORP COM 012653101 64,181 832,768 SH   SOLE NONE 832,768 0 0
NUTRIEN LTD COM 67077M108 21,586 459,270 SH   SOLE NONE 459,270 0 0
COSTCO WHOLESALE CORP COM 22160K105 194,579 955,175 SH   SOLE NONE 955,175 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 11,018 380,196 SH   SOLE NONE 380,196 0 0
CHEMOCENTRYX INC COM 16383L106 13,359 1,224,429 SH   SOLE NONE 1,224,429 0 0
GEOPARK LTD USD SHS G38327105 7,702 557,302 SH   SOLE NONE 557,302 0 0
AGNICO EAGLE MINES LTD COM 008474108 113,092 2,799,313 SH   SOLE NONE 2,799,313 0 0
BOOKING HOLDINGS INC COM 09857L108 272,301 158,092 SH   SOLE NONE 158,092 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 113,012 995,701 SH   SOLE NONE 995,701 0 0
REGENXBIO INC COM 75901B107 7,187 171,326 SH   SOLE NONE 171,326 0 0
ZUORA INC - CLASS A COM CL A 98983V106 30,553 1,684,270 SH   SOLE NONE 1,684,270 0 0
CLOUDERA INC COM 18914U100 31,574 2,854,768 SH   SOLE NONE 2,854,768 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 11,722 1,024,655 SH   SOLE NONE 1,024,655 0 0
PHILLIPS 66 COM 718546104 8,321 96,591 SH   SOLE NONE 96,591 0 0
CARA THERAPEUTICS INC COM 140755109 5,177 398,196 SH   SOLE NONE 398,196 0 0
CONSTELLATION BRANDS INC-A CL A 21036P108 280,376 1,743,415 SH   SOLE NONE 1,743,415 0 0
STEEL DYNAMICS INC COM 858119100 5,015 166,938 SH   SOLE NONE 166,938 0 0
BECTON DICKINSON AND CO COM 075887109 285,425 1,266,752 SH   SOLE NONE 1,266,752 0 0
ANTHEM INC COM 036752103 256,636 977,176 SH   SOLE NONE 977,176 0 0
PVH CORP COM 693656100 34,024 366,043 SH   SOLE NONE 366,043 0 0
SEADRILL LTD SHS G7945E105 46 4,681 SH   SOLE NONE 4,681 0 0
AFFIMED NV COM N01045108 6,654 2,139,493 SH   SOLE NONE 2,139,493 0 0
PAYPAL HOLDINGS INC COM 28414H103 88,576 1,053,349 SH   SOLE NONE 1,053,349 0 0
ELASTIC NV ORD SHS N14506104 5,004 70,000 SH   SOLE NONE 70,000 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 168,192 712,405 SH   SOLE NONE 712,405 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 52,714 1,014,118 SH   SOLE NONE 1,014,118 0 0