The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| 58.COM INC-ADR | SPON ADR REP A | 31680Q104 | 19,109 | 682,465 | SH | SOLE | NONE | 682,465 | 0 | 0 | |
| ALCOA CORP | COM | 013817101 | 10,390 | 369,999 | SH | SOLE | NONE | 369,999 | 0 | 0 | |
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED ADS | 01609W102 | 1,877 | 21,371 | SH | SOLE | NONE | 21,371 | 0 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 396,940 | 529,345 | SH | SOLE | NONE | 529,345 | 0 | 0 | |
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | 148,510 | 3,180,765 | SH | SOLE | NONE | 3,180,765 | 0 | 0 | |
| ANADARKO PETROLEUM CORP | COM | 032511107 | 1,064,088 | 15,260,114 | SH | SOLE | NONE | 15,260,114 | 0 | 0 | |
| ANADARKO PETROLEUM CORP | COM | 032511107 | 3,487 | 50,000 | PRN | Call | SOLE | NONE | 50,000 | 0 | 0 |
| ANADARKO PETROLEUM CORP | COM | 032511107 | 3,487 | 50,000 | PRN | Put | SOLE | NONE | 50,000 | 0 | 0 |
| ANADARKO PETROLEUM CORP | COM | 032511107 | 3,487 | 50,000 | PRN | Call | SOLE | NONE | 50,000 | 0 | 0 |
| BAIDU INC - SPON ADR | SPON ADR REP A | 056752108 | 47,518 | 289,023 | SH | SOLE | NONE | 289,023 | 0 | 0 | |
| BANK OF AMERICA CORP | COM | 060505104 | 217,721 | 9,851,627 | SH | SOLE | NONE | 9,851,627 | 0 | 0 | |
| CARRIZO OIL & GAS INC | COM | 144577103 | 7,283 | 195,000 | SH | SOLE | NONE | 195,000 | 0 | 0 | |
| CELGENE CORP | COM | 151020104 | 937,132 | 8,096,177 | SH | SOLE | NONE | 8,096,177 | 0 | 0 | |
| CEMEX SAB-SPONS ADR PART CER | SPON ADR NEW | 151290889 | 444,061 | 55,300,282 | SH | SOLE | NONE | 55,300,282 | 0 | 0 | |
| CF INDUSTRIES HOLDINGS INC | COM | 125269100 | 46,616 | 1,480,798 | SH | SOLE | NONE | 1,480,798 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC-A | CL A | 16119P108 | 351,447 | 1,220,641 | SH | SOLE | NONE | 1,220,641 | 0 | 0 | |
| CHECK POINT SOFTWARE TECH | ORD | M22465104 | 59,885 | 709,036 | SH | SOLE | NONE | 709,036 | 0 | 0 | |
| CIA BRASILEIRA DE DIS-SP PRF | SPN ADR PFD CL A | 20440T201 | 210,125 | 12,696,386 | SH | SOLE | NONE | 12,696,386 | 0 | 0 | |
| CONCHO RESOURCES INC | COM | 20605P101 | 275,484 | 2,077,558 | SH | SOLE | NONE | 2,077,558 | 0 | 0 | |
| CRESUD S.A.-SPONS ADR | SPONSORED ADR | 226406106 | 7,710 | 488,902 | SH | SOLE | NONE | 488,902 | 0 | 0 | |
| CRITEO SA-SPON ADR | SPONS ADS | 226718104 | 71,850 | 1,749,029 | SH | SOLE | NONE | 1,749,029 | 0 | 0 | |
| DARLING INGREDIENTS INC | COM | 237266101 | 10,586 | 820,000 | SH | SOLE | NONE | 820,000 | 0 | 0 | |
| DELTA AIR LINES INC | COM NEW | 247361702 | 147,343 | 2,995,391 | SH | SOLE | NONE | 2,995,391 | 0 | 0 | |
| ELDORADO GOLD CORP | COM | 284902103 | 9,016 | 2,800,000 | SH | SOLE | NONE | 2,800,000 | 0 | 0 | |
| EOG RESOURCES INC | COM | 26875P101 | 221,166 | 2,187,596 | SH | SOLE | NONE | 2,187,596 | 0 | 0 | |
| FACEBOOK INC-A | CL A | 30303M102 | 896,404 | 7,791,428 | SH | SOLE | NONE | 7,791,428 | 0 | 0 | |
| FOMENTO ECONOMICO MEX-SP ADR | SPON ADR UNITS | 344419106 | 23,702 | 311,013 | SH | SOLE | NONE | 311,013 | 0 | 0 | |
| GOLDCORP INC | COM | 380956409 | 352,725 | 25,935,655 | SH | SOLE | NONE | 25,935,655 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 17,123 | 455,153 | SH | SOLE | NONE | 455,153 | 0 | 0 | |
| GRUPO FIN SANTANDER-ADR B | SPON ADR SHS B | 40053C105 | 149,221 | 20,754,027 | SH | SOLE | NONE | 20,754,027 | 0 | 0 | |
| GRUPO SUPERVIELLE SA-SP ADR | SPONSORED ADR | 40054A108 | 5,256 | 400,000 | SH | SOLE | NONE | 400,000 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 251,412 | 4,648,031 | SH | SOLE | NONE | 4,648,031 | 0 | 0 | |
| HESS CORP | COM | 42809H107 | 209,786 | 3,367,894 | SH | SOLE | NONE | 3,367,894 | 0 | 0 | |
| INFOSYS LTD-SP ADR | SPONSORED ADR | 456788108 | 40,701 | 2,744,537 | SH | SOLE | NONE | 2,744,537 | 0 | 0 | |
| INTERCEPT PHARMACEUTICALS IN | COM | 45845P108 | 219,776 | 2,022,792 | SH | SOLE | NONE | 2,022,792 | 0 | 0 | |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 753,681 | 13,358,400 | SH | SOLE | NONE | 13,358,400 | 0 | 0 | |
| INTERXION HOLDING NV | SHS | N47279109 | 4,610 | 131,448 | SH | SOLE | NONE | 131,448 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 14,375 | 269,152 | SH | SOLE | NONE | 269,152 | 0 | 0 | |
| LIBERTY GLOBAL PLC LILAC - A | SHS CL A | G5480U138 | 21,323 | 970,992 | SH | SOLE | NONE | 970,992 | 0 | 0 | |
| LINE CORP-SPONSORED ADR | SPONSORED ADR | 53567X101 | 29,030 | 853,560 | SH | SOLE | NONE | 853,560 | 0 | 0 | |
| MASTEC INC | COM | 576323109 | 7,727 | 202,000 | SH | SOLE | NONE | 202,000 | 0 | 0 | |
| MASTERCARD INC - A | CL A | 57636Q104 | 472,226 | 4,573,622 | SH | SOLE | NONE | 4,573,622 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 372,163 | 2,383,523 | SH | SOLE | NONE | 2,383,523 | 0 | 0 | |
| METHANEX CORP | COM | 59151K108 | 27,156 | 620,000 | SH | SOLE | NONE | 620,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 325,388 | 5,236,376 | SH | SOLE | NONE | 5,236,376 | 0 | 0 | |
| MOMO INC-SPON ADR | ADR | 60879B107 | 649 | 35,329 | SH | SOLE | NONE | 35,329 | 0 | 0 | |
| MONSANTO CO | COM | 61166W101 | 3,638 | 34,575 | SH | SOLE | NONE | 34,575 | 0 | 0 | |
| MUELLER INDUSTRIES INC | COM | 624756102 | 9,670 | 242,000 | SH | SOLE | NONE | 242,000 | 0 | 0 | |
| MYLAN NV | SHS EURO | N59465109 | 3,325 | 87,154 | SH | SOLE | NONE | 87,154 | 0 | 0 | |
| NETEASE INC-ADR | SPONSORED ADR | 64110W102 | 32,316 | 150,069 | SH | SOLE | NONE | 150,069 | 0 | 0 | |
| NEWMONT MINING CORP | COM | 651639106 | 462,667 | 13,579,898 | SH | SOLE | NONE | 13,579,898 | 0 | 0 | |
| NIKE INC -CL B | CL B | 654106103 | 268,324 | 5,278,854 | SH | SOLE | NONE | 5,278,854 | 0 | 0 | |
| NOBLE ENERGY INC | COM | 655044105 | 256,913 | 6,750,222 | SH | SOLE | NONE | 6,750,222 | 0 | 0 | |
| NUCOR CORP | COM | 670346105 | 7,500 | 126,000 | SH | SOLE | NONE | 126,000 | 0 | 0 | |
| OASIS PETROLEUM INC | COM | 674215108 | 16,276 | 1,075,000 | SH | SOLE | NONE | 1,075,000 | 0 | 0 | |
| PDC ENERGY INC | COM | 69327R101 | 8,347 | 115,000 | SH | SOLE | NONE | 115,000 | 0 | 0 | |
| PIONEER NATURAL RESOURCES CO | COM | 723787107 | 337,852 | 1,876,227 | SH | SOLE | NONE | 1,876,227 | 0 | 0 | |
| PIONEER NATURAL RESOURCES CO | COM | 723787107 | 3,601 | 20,000 | PRN | Call | SOLE | NONE | 20,000 | 0 | 0 |
| PIONEER NATURAL RESOURCES CO | COM | 723787107 | 5,402 | 30,000 | PRN | Call | SOLE | NONE | 30,000 | 0 | 0 |
| POTASH CORP OF SASKATCHEWAN | COM | 73755L107 | 221,104 | 12,222,430 | SH | SOLE | NONE | 12,222,430 | 0 | 0 | |
| PRAXAIR INC | COM | 74005P104 | 14,063 | 120,000 | SH | SOLE | NONE | 120,000 | 0 | 0 | |
| ROYAL GOLD INC | COM | 780287108 | 9,186 | 145,000 | SH | SOLE | NONE | 145,000 | 0 | 0 | |
| RPC INC | COM | 749660106 | 7,726 | 390,000 | SH | SOLE | NONE | 390,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 230,267 | 2,742,907 | SH | SOLE | NONE | 2,742,907 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 321,598 | 4,326,038 | SH | SOLE | NONE | 4,326,038 | 0 | 0 | |
| SILVER WHEATON CORP | COM | 828336107 | 257,566 | 13,331,590 | SH | SOLE | NONE | 13,331,590 | 0 | 0 | |
| SINA CORP | ORD | G81477104 | 10,534 | 173,282 | SH | SOLE | NONE | 173,282 | 0 | 0 | |
| SOUTHWEST AIRLINES CO | COM | 844741108 | 154,771 | 3,105,355 | SH | SOLE | NONE | 3,105,355 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR-SP ADR | SPONSORED ADR | 874039100 | 98,005 | 3,408,866 | SH | SOLE | NONE | 3,408,866 | 0 | 0 | |
| TALEND SA - ADR | ADS | 874224207 | 8,205 | 369,600 | SH | SOLE | NONE | 369,600 | 0 | 0 | |
| TARO PHARMACEUTICAL INDUS | SHS | M8737E108 | 27,548 | 261,687 | SH | SOLE | NONE | 261,687 | 0 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 331,049 | 5,756,372 | SH | SOLE | NONE | 5,756,372 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 263,743 | 5,687,803 | SH | SOLE | NONE | 5,687,803 | 0 | 0 | |
| UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 155,665 | 2,135,914 | SH | SOLE | NONE | 2,135,914 | 0 | 0 | |
| VISA INC-CLASS A SHARES | COM CL A | 92826C839 | 423,630 | 5,429,761 | SH | SOLE | NONE | 5,429,761 | 0 | 0 | |
| YY INC-ADR | ADS REPCOM CLA | 98426T106 | 12,006 | 304,569 | SH | SOLE | NONE | 304,569 | 0 | 0 | |