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
AMBARELLA INC SHS G037AX101 1,373 35,553 SH   SOLE N/A 35,553 0 0
ANTHEM INC COM 036752103 414 1,739 SH   SOLE N/A 1,739 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 2,127 310,000 SH   SOLE N/A 310,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 3,369 57,300 SH   SOLE N/A 57,300 0 0
BED BATH & BEYOND INC COM 075896100 9,698 486,700 SH Call SOLE N/A 486,700 0 0
BOOKING HLDGS INC COM 09857L108 4,865 2,400 SH   SOLE N/A 2,400 0 0
BRISTOW GROUP INC COM 110394103 4,836 342,736 SH   SOLE N/A 342,736 0 0
COTY INC COM CL A 222070203 14,100 1,000,000 SH   SOLE N/A 1,000,000 0 0
COTY INC COM CL A 222070203 4,529 321,200 SH Call SOLE N/A 321,200 0 0
CUTERA INC COM 232109108 2,090 51,869 SH   SOLE N/A 51,869 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,908 200,000 SH   SOLE N/A 200,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 3,113 125,000 SH   SOLE N/A 125,000 0 0
GMS INC COM 36251C103 1,558 57,500 SH   SOLE N/A 57,500 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 3,001 91,000 SH   SOLE N/A 91,000 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 1,629 154,000 SH   SOLE N/A 154,000 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 1,464 45,251 SH   SOLE N/A 45,251 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 9,047 871,620 SH   SOLE N/A 871,620 0 0
JPMORGAN CHASE & CO COM 46625H100 4,689 45,000 SH   SOLE N/A 45,000 0 0
KRAFT HEINZ CO COM 500754106 10,817 172,200 SH Call SOLE N/A 172,200 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 1,067 104,000 SH   SOLE N/A 104,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,314 201,201 SH   SOLE N/A 201,201 0 0
MATCH GROUP INC COM 57665R106 4,592 118,546 SH   SOLE N/A 118,546 0 0
MONDELEZ INTL INC CL A 609207105 15,375 375,000 SH   SOLE N/A 375,000 0 0
NEWELL BRANDS INC COM 651229106 12,895 500,000 SH   SOLE N/A 500,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 3,505 98,000 SH   SOLE N/A 98,000 0 0
RED HAT INC COM 756577102 4,527 33,694 SH   SOLE N/A 33,694 0 0
REVLON INC CL A NEW 761525609 956 54,490 SH   SOLE N/A 54,490 0 0
SUPER MICRO COMPUTER INC COM 86800U104 3,601 152,271 SH   SOLE N/A 152,271 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 1,284 72,400 SH   SOLE N/A 72,400 0 0
TILE SHOP HLDGS INC COM 88677Q109 7,782 1,010,644 SH   SOLE N/A 1,010,644 0 0
TILE SHOP HLDGS INC COM 88677Q109 634 82,400 SH Call SOLE N/A 82,400 0 0
WESTLAKE CHEM CORP COM 960413102 1,973 18,332 SH   SOLE N/A 18,332 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 1,860 137,000 SH   SOLE N/A 137,000 0 0