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    <nameOfIssuer>ABBVIE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>00287Y109</cusip>
    <value>10866</value>
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      <Sole>122286</Sole>
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    <nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>01609W102</cusip>
    <value>17245</value>
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      <Sole>99852</Sole>
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    <nameOfIssuer>ALLY FINL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>02005N100</cusip>
    <value>7703</value>
    <shrsOrPrnAmt>
      <sshPrnamt>317500</sshPrnamt>
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    <votingAuthority>
      <Sole>317500</Sole>
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      <None>0</None>
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    <nameOfIssuer>ALPHABET INC</nameOfIssuer>
    <titleOfClass>CAP STK CL C</titleOfClass>
    <cusip>02079K107</cusip>
    <value>12422</value>
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      <Sole>12952</Sole>
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    <nameOfIssuer>AMGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>031162100</cusip>
    <value>30730</value>
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      <sshPrnamt>164816</sshPrnamt>
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    <votingAuthority>
      <Sole>164816</Sole>
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      <None>0</None>
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    <nameOfIssuer>ANNALY CAP MGMT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>035710409</cusip>
    <value>9065</value>
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      <sshPrnamt>743666</sshPrnamt>
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      <Sole>743666</Sole>
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      <None>0</None>
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    <nameOfIssuer>BIOGEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>09062X103</cusip>
    <value>18786</value>
    <shrsOrPrnAmt>
      <sshPrnamt>59996</sshPrnamt>
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    <votingAuthority>
      <Sole>59996</Sole>
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      <None>0</None>
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    <nameOfIssuer>CME GROUP INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>12572Q105</cusip>
    <value>23085</value>
    <shrsOrPrnAmt>
      <sshPrnamt>170143</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>170143</Sole>
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      <None>0</None>
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    <nameOfIssuer>CELGENE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>151020104</cusip>
    <value>24136</value>
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      <sshPrnamt>165516</sshPrnamt>
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      <Sole>165516</Sole>
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      <None>0</None>
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    <nameOfIssuer>COGNIZANT TECHNOLOGY SOLUTIO</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>192446102</cusip>
    <value>6137</value>
    <shrsOrPrnAmt>
      <sshPrnamt>84597</sshPrnamt>
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      <Sole>84597</Sole>
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      <None>0</None>
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    <nameOfIssuer>DONALDSON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>257651109</cusip>
    <value>7894</value>
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      <sshPrnamt>171828</sshPrnamt>
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      <Sole>171828</Sole>
      <Shared>0</Shared>
      <None>0</None>
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    <nameOfIssuer>EASTMAN CHEM CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>277432100</cusip>
    <value>18091</value>
    <shrsOrPrnAmt>
      <sshPrnamt>199923</sshPrnamt>
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      <Sole>199923</Sole>
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      <None>0</None>
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    <nameOfIssuer>EMERSON ELEC CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>291011104</cusip>
    <value>20438</value>
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      <sshPrnamt>325246</sshPrnamt>
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      <Sole>325246</Sole>
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      <None>0</None>
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    <nameOfIssuer>FACEBOOK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>30303M102</cusip>
    <value>12398</value>
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      <sshPrnamt>72559</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>72559</Sole>
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      <None>0</None>
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    <nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>375558103</cusip>
    <value>24609</value>
    <shrsOrPrnAmt>
      <sshPrnamt>303735</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>303735</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LAS VEGAS SANDS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>517834107</cusip>
    <value>16825</value>
    <shrsOrPrnAmt>
      <sshPrnamt>262235</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>262235</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>LEGG MASON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>524901105</cusip>
    <value>7689</value>
    <shrsOrPrnAmt>
      <sshPrnamt>195600</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>195600</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>MGM GROWTH PPTYS LLC</nameOfIssuer>
    <titleOfClass>CL A COM</titleOfClass>
    <cusip>55303A105</cusip>
    <value>18990</value>
    <shrsOrPrnAmt>
      <sshPrnamt>628594</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>628594</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MSCI INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>55354G100</cusip>
    <value>8479</value>
    <shrsOrPrnAmt>
      <sshPrnamt>72536</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>72536</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MASTERCARD INCORPORATED</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>57636Q104</cusip>
    <value>9253</value>
    <shrsOrPrnAmt>
      <sshPrnamt>65530</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <votingAuthority>
      <Sole>65530</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MERCADOLIBRE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58733R102</cusip>
    <value>7513</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29015</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29015</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>594918104</cusip>
    <value>15351</value>
    <shrsOrPrnAmt>
      <sshPrnamt>206075</sshPrnamt>
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    <votingAuthority>
      <Sole>206075</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>MOBILE TELESYSTEMS PJSC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>607409109</cusip>
    <value>12718</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1218182</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1218182</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>Morgan Stanley</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>617446448</cusip>
    <value>15338</value>
    <shrsOrPrnAmt>
      <sshPrnamt>318423</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>318423</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>NETEASE INC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>64110W102</cusip>
    <value>7665</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29054</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29054</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>NEW RESIDENTIAL INVT CORP</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>64828T201</cusip>
    <value>9367</value>
    <shrsOrPrnAmt>
      <sshPrnamt>559868</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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      <Sole>559868</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>PAYPAL HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>70450Y103</cusip>
    <value>10709</value>
    <shrsOrPrnAmt>
      <sshPrnamt>167253</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>167253</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>RED HAT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>756577102</cusip>
    <value>9236</value>
    <shrsOrPrnAmt>
      <sshPrnamt>83316</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>83316</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SIRIUS XM HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>82968B103</cusip>
    <value>16662</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3018469</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3018469</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>WAL-MART STORES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>931142103</cusip>
    <value>25167</value>
    <shrsOrPrnAmt>
      <sshPrnamt>322081</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>322081</Sole>
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      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>WASTE MGMT INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>94106L109</cusip>
    <value>9811</value>
    <shrsOrPrnAmt>
      <sshPrnamt>125343</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>125343</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>EVEREST RE GROUP LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G3223R108</cusip>
    <value>12311</value>
    <shrsOrPrnAmt>
      <sshPrnamt>53902</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>53902</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>ICON PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G4705A100</cusip>
    <value>6970</value>
    <shrsOrPrnAmt>
      <sshPrnamt>61204</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>61204</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>FERRARI N V</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>N3167Y103</cusip>
    <value>5988</value>
    <shrsOrPrnAmt>
      <sshPrnamt>54196</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>54196</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>COSTAMARE INC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>Y1771G102</cusip>
    <value>5899</value>
    <shrsOrPrnAmt>
      <sshPrnamt>954474</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>954474</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
</informationTable>
