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 | 18,926 | 429,063 | SH | SOLE | NONE | 429,063 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 339,285 | 5,893,427 | SH | SOLE | NONE | 5,893,427 | 0 | 0 | |
ALCOA CORP | COM | 013817101 | 11,101 | 340,000 | SH | SOLE | NONE | 340,000 | 0 | 0 | |
ALLEGHENY TECHNOLOGIES INC | COM | 01741R102 | 5,392 | 317,000 | SH | SOLE | NONE | 317,000 | 0 | 0 | |
AMAZON.COM INC | COM | 023135106 | 331,382 | 342,337 | SH | SOLE | NONE | 342,337 | 0 | 0 | |
AMERICAN AIRLINES GROUP INC | COM | 02376R102 | 212,514 | 4,223,251 | SH | SOLE | NONE | 4,223,251 | 0 | 0 | |
ANADARKO PETROLEUM CORP | COM | 032511107 | 427,883 | 9,437,201 | SH | SOLE | NONE | 9,437,201 | 0 | 0 | |
ANADARKO PETROLEUM CORP | COM | 032511107 | 4,534 | 100,000 | PRN | Put | SOLE | NONE | 100,000 | 0 | 0 |
ANADARKO PETROLEUM CORP | COM | 032511107 | 4,534 | 100,000 | PRN | Call | SOLE | NONE | 100,000 | 0 | 0 |
BAIDU INC - SPON ADR | SPON ADR REP A | 056752108 | 25,436 | 142,209 | SH | SOLE | NONE | 142,209 | 0 | 0 | |
BANCO MACRO SA-ADR | SPON ADR B | 05961W105 | 161,021 | 1,746,620 | SH | SOLE | NONE | 1,746,620 | 0 | 0 | |
BANK OF AMERICA CORP | COM | 060505104 | 399,968 | 16,486,731 | SH | SOLE | NONE | 16,486,731 | 0 | 0 | |
BITAUTO HOLDINGS LTD-ADR | SPONSORED ADS | 091727107 | 7,178 | 249,673 | SH | SOLE | NONE | 249,673 | 0 | 0 | |
CELGENE CORP | COM | 151020104 | 986,469 | 7,595,821 | SH | SOLE | NONE | 7,595,821 | 0 | 0 | |
CEMEX SAB-SPONS ADR PART CER | SPON ADR NEW | 151290889 | 572,407 | 60,765,076 | SH | SOLE | NONE | 60,765,076 | 0 | 0 | |
CF INDUSTRIES HOLDINGS INC | COM | 125269100 | 38,730 | 1,385,208 | SH | SOLE | NONE | 1,385,208 | 0 | 0 | |
CHARTER COMMUNICATIONS INC-A | CL A | 16119P108 | 28,828 | 85,580 | SH | SOLE | NONE | 85,580 | 0 | 0 | |
CHECK POINT SOFTWARE TECH | ORD | M22465104 | 50,724 | 465,021 | SH | SOLE | NONE | 465,021 | 0 | 0 | |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 215,020 | 516,751 | SH | SOLE | NONE | 516,751 | 0 | 0 | |
CIA BRASILEIRA DE DIS-SP PRF | SPN ADR PFD CL A | 20440T201 | 224,798 | 11,498,596 | SH | SOLE | NONE | 11,498,596 | 0 | 0 | |
CONCHO RESOURCES INC | COM | 20605P101 | 300,731 | 2,474,544 | SH | SOLE | NONE | 2,474,544 | 0 | 0 | |
CONSOL ENERGY INC | COM | 20854P109 | 8,441 | 565,000 | SH | SOLE | NONE | 565,000 | 0 | 0 | |
CRESUD S.A.-SPONS ADR | SPONSORED ADR | 226406106 | 8,982 | 461,812 | SH | SOLE | NONE | 461,812 | 0 | 0 | |
CRITEO SA-SPON ADR | SPONS ADS | 226718104 | 87,724 | 1,788,456 | SH | SOLE | NONE | 1,788,456 | 0 | 0 | |
DARLING INGREDIENTS INC | COM | 237266101 | 8,264 | 525,000 | SH | SOLE | NONE | 525,000 | 0 | 0 | |
DELTA AIR LINES INC | COM NEW | 247361702 | 211,531 | 3,936,189 | SH | SOLE | NONE | 3,936,189 | 0 | 0 | |
EOG RESOURCES INC | COM | 26875P101 | 390,300 | 4,311,758 | SH | SOLE | NONE | 4,311,758 | 0 | 0 | |
FACEBOOK INC-A | CL A | 30303M102 | 705,721 | 4,674,267 | SH | SOLE | NONE | 4,674,267 | 0 | 0 | |
GARDNER DENVER HOLDINGS INC | COM | 36555P107 | 8,968 | 415,000 | SH | SOLE | NONE | 415,000 | 0 | 0 | |
GOLDCORP INC | COM | 380956409 | 352,916 | 27,336,612 | SH | SOLE | NONE | 27,336,612 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 216,977 | 4,976,545 | SH | SOLE | NONE | 4,976,545 | 0 | 0 | |
GRUPO FIN SANTANDER-ADR B | SPON ADR SHS B | 40053C105 | 43,249 | 4,486,361 | SH | SOLE | NONE | 4,486,361 | 0 | 0 | |
GRUPO SUPERVIELLE SA-SP ADR | SPONSORED ADR | 40054A108 | 8,824 | 488,059 | SH | SOLE | NONE | 488,059 | 0 | 0 | |
HALLIBURTON CO | COM | 406216101 | 20,501 | 480,000 | SH | SOLE | NONE | 480,000 | 0 | 0 | |
INFOSYS LTD-SP ADR | SPONSORED ADR | 456788108 | 40,941 | 2,725,737 | SH | SOLE | NONE | 2,725,737 | 0 | 0 | |
INTERCEPT PHARMACEUTICALS IN | COM | 45845P108 | 246,449 | 2,035,592 | SH | SOLE | NONE | 2,035,592 | 0 | 0 | |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 683,957 | 10,375,555 | SH | SOLE | NONE | 10,375,555 | 0 | 0 | |
LAS VEGAS SANDS CORP | COM | 517834107 | 41,507 | 649,658 | SH | SOLE | NONE | 649,658 | 0 | 0 | |
LIBERTY GLOBAL PLC LILAC - A | SHS CL A | G5480U138 | 20,993 | 964,292 | SH | SOLE | NONE | 964,292 | 0 | 0 | |
LINE CORP-SPONSORED ADR | SPONSORED ADR | 53567X101 | 47,882 | 1,376,724 | SH | SOLE | NONE | 1,376,724 | 0 | 0 | |
MASTEC INC | COM | 576323109 | 8,127 | 180,000 | SH | SOLE | NONE | 180,000 | 0 | 0 | |
MASTERCARD INC - A | CL A | 57636Q104 | 338,758 | 2,789,283 | SH | SOLE | NONE | 2,789,283 | 0 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 572,447 | 2,281,757 | SH | SOLE | NONE | 2,281,757 | 0 | 0 | |
METHANEX CORP | COM | 59151K108 | 20,880 | 474,000 | SH | SOLE | NONE | 474,000 | 0 | 0 | |
MONSANTO CO | COM | 61166W101 | 4,251 | 35,918 | SH | SOLE | NONE | 35,918 | 0 | 0 | |
MUELLER INDUSTRIES INC | COM | 624756102 | 7,673 | 252,000 | SH | SOLE | NONE | 252,000 | 0 | 0 | |
NETEASE INC-ADR | SPONSORED ADR | 64110W102 | 30,368 | 101,013 | SH | SOLE | NONE | 101,013 | 0 | 0 | |
NEWMONT MINING CORP | COM | 651639106 | 460,096 | 14,204,881 | SH | SOLE | NONE | 14,204,881 | 0 | 0 | |
NOBLE ENERGY INC | COM | 655044105 | 332,635 | 11,753,883 | SH | SOLE | NONE | 11,753,883 | 0 | 0 | |
NUCOR CORP | COM | 670346105 | 9,838 | 170,000 | SH | SOLE | NONE | 170,000 | 0 | 0 | |
NVIDIA CORP | COM | 67066G104 | 147,428 | 1,019,840 | SH | SOLE | NONE | 1,019,840 | 0 | 0 | |
OASIS PETROLEUM INC | COM | 674215108 | 13,363 | 1,660,000 | SH | SOLE | NONE | 1,660,000 | 0 | 0 | |
PARSLEY ENERGY INC-CLASS A | CL A | 701877102 | 9,435 | 340,000 | SH | SOLE | NONE | 340,000 | 0 | 0 | |
PDC ENERGY INC | COM | 69327R101 | 9,053 | 210,000 | SH | SOLE | NONE | 210,000 | 0 | 0 | |
PIONEER NATURAL RESOURCES CO | COM | 723787107 | 483,364 | 3,028,974 | SH | SOLE | NONE | 3,028,974 | 0 | 0 | |
POTASH CORP OF SASKATCHEWAN | COM | 73755L107 | 200,487 | 12,299,830 | SH | SOLE | NONE | 12,299,830 | 0 | 0 | |
ROYAL GOLD INC | COM | 780287108 | 11,335 | 145,000 | SH | SOLE | NONE | 145,000 | 0 | 0 | |
RPC INC | COM | 749660106 | 9,398 | 465,000 | SH | SOLE | NONE | 465,000 | 0 | 0 | |
SERVICENOW INC | COM | 81762P102 | 409,494 | 3,863,148 | SH | SOLE | NONE | 3,863,148 | 0 | 0 | |
SINA CORP | ORD | G81477104 | 8,913 | 104,896 | SH | SOLE | NONE | 104,896 | 0 | 0 | |
SOUTHWEST AIRLINES CO | COM | 844741108 | 138,252 | 2,224,851 | SH | SOLE | NONE | 2,224,851 | 0 | 0 | |
TAIWAN SEMICONDUCTOR-SP ADR | SPONSORED ADR | 874039100 | 118,366 | 3,385,766 | SH | SOLE | NONE | 3,385,766 | 0 | 0 | |
TALEND SA - ADR | ADS | 874224207 | 20,390 | 586,269 | SH | SOLE | NONE | 586,269 | 0 | 0 | |
TARO PHARMACEUTICAL INDUS | SHS | M8737E108 | 16,544 | 147,639 | SH | SOLE | NONE | 147,639 | 0 | 0 | |
TECK RESOURCES LTD-CLS B | CL B | 878742204 | 8,145 | 470,000 | SH | SOLE | NONE | 470,000 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 268,254 | 4,425,175 | SH | SOLE | NONE | 4,425,175 | 0 | 0 | |
TRIPADVISOR INC | COM | 896945201 | 239,330 | 6,265,186 | SH | SOLE | NONE | 6,265,186 | 0 | 0 | |
UNITED CONTINENTAL HOLDINGS | COM | 910047109 | 103,860 | 1,380,202 | SH | SOLE | NONE | 1,380,202 | 0 | 0 | |
VISA INC-CLASS A SHARES | COM CL A | 92826C839 | 330,795 | 3,527,352 | SH | SOLE | NONE | 3,527,352 | 0 | 0 | |
WEATHERFORD INTERNATIONAL PL | ORD SHS | G48833100 | 6,579 | 1,700,000 | SH | SOLE | NONE | 1,700,000 | 0 | 0 | |
WHEATON PRECIOUS METALS CORP | COM | 962879102 | 268,755 | 13,512,084 | SH | SOLE | NONE | 13,512,084 | 0 | 0 | |
YY INC-ADR | ADS REPCOM CLA | 98426T106 | 14,802 | 255,083 | SH | SOLE | NONE | 255,083 | 0 | 0 | |
ZAYO GROUP HOLDINGS INC | COM | 98919V105 | 150,427 | 4,868,188 | SH | SOLE | NONE | 4,868,188 | 0 | 0 | |
ZTO EXPRESS CAYMAN INC-ADR | SPONSORED ADR | 98980A105 | 34,991 | 2,506,499 | SH | SOLE | NONE | 2,506,499 | 0 | 0 |