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
ALLERGAN PLC SHS STOCK G0177J108 8,476,875 27,126 SH   SOLE 1 27,126 0 0
BAXALTA INC COM STOCK 07177M103 6,820,492 174,750 SH   SOLE 1 174,750 0 0
CELGENE CORP COM STOCK 151020104 8,945,113 74,692 SH   SOLE 1 74,692 0 0
CF INDS HLDGS INC COM STOCK 125269100 7,135,138 174,838 SH   SOLE 1 174,838 0 0
CHEVRON CORP NEW COM STOCK 166764100 834,379 9,275 SH   SOLE 1 9,275 0 0
CIENA CORP COM NEW STOCK 171779309 661,417 31,968 SH   SOLE 1 31,968 0 0
CITIGROUP INC COM NEW STOCK 172967424 11,047,693 213,482 SH   SOLE 1 213,482 0 0
CNH INDL N V SHS STOCK N20944109 4,325,030 625,424 SH   SOLE 1 625,424 0 0
CNOVA N V SHS STOCK N20947102 297,022 123,246 SH   SOLE 1 123,246 0 0
DEUTSCHE BANK AG NAMEN AKT STOCK D18190898 18,182,991 740,074 SH   SOLE 1 740,074 0 0
FITBIT INC CL A STOCK 33812L102 856,334 28,940 SH   SOLE 1 28,940 0 0
GILEAD SCIENCES INC COM STOCK 375558103 8,175,747 80,796 SH   SOLE 1 80,796 0 0
HESS CORP COM STOCK 42809H107 387,355 7,990 SH   SOLE 1 7,990 0 0
MORGAN STANLEY COM NEW STOCK 617446448 7,357,748 231,303 SH   SOLE 1 231,303 0 0
OCCIDENTAL PETE CORP DEL COM STOCK 674599105 543,584 8,040 SH   SOLE 1 8,040 0 0
PPG INDS INC COM STOCK 693506107 5,613,173 56,802 SH   SOLE 1 56,802 0 0
QIAGEN NV REG SHS STOCK N72482107 2,910,304 106,238 SH   SOLE 1 106,238 0 0
SHERWIN WILLIAMS CO COM STOCK 824348106 6,715,073 25,867 SH   SOLE 1 25,867 0 0
SUNPOWER CORP COM STOCK 867652406 695,361 23,171 SH   SOLE 1 23,171 0 0
T MOBILE US INC COM STOCK 872590104 38,576,114 986,097 SH   SOLE 1 986,097 0 0
TIM PARTICIPACOES S A SPONSORED ADR STOCK 88706P205 20,150,769 2,376,270 SH   SOLE 1 2,376,270 0 0
UBS GROUP AG SHS STOCK H42097107 1,001,773 51,500 SH   SOLE 1 51,500 0 0
VULCAN MATLS CO COM STOCK 929160109 5,188,590 54,634 SH   SOLE 1 54,634 0 0