The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AETNA INC NEW | COM | 00817Y108 | 26,504 | 245,226 | SH | SOLE | NONE | 245,226 | 0 | 0 | |
| AMERICA MOVIL SAB DE CV | SPON ADR L SHS | 02364W105 | 28,326 | 1,379,075 | SH | SOLE | NONE | 1,379,075 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 226,562 | 1,808,156 | SH | SOLE | NONE | 1,808,156 | 0 | 0 | |
| BHP BILLITON LTD | SPONSORED ADR | 088606108 | 13,410 | 287,959 | SH | SOLE | NONE | 287,959 | 0 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 9,741 | 103,000 | SH | SOLE | NONE | 103,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 7,138 | 43,000 | SH | SOLE | NONE | 43,000 | 0 | 0 | |
| GAP INC DEL | COM | 364760108 | 38,148 | 873,356 | SH | SOLE | NONE | 873,356 | 0 | 0 | |
| HCA HOLDINGS INC | COM | 40412C101 | 51,694 | 676,625 | SH | SOLE | NONE | 676,625 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 8,797 | 130,274 | SH | SOLE | NONE | 130,274 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 173,363 | 4,329,753 | SH | SOLE | NONE | 4,329,753 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 13,761 | 466,000 | SH | SOLE | NONE | 466,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 24,016 | 589,000 | SH | SOLE | NONE | 589,000 | 0 | 0 | |
| MOBILE TELESYSTEMS OJSC | SPONSORED ADR | 607409109 | 1,264 | 127,003 | SH | SOLE | NONE | 127,003 | 0 | 0 | |
| SPRINT CORP | COM SER 1 | 85207U105 | 33,932 | 7,227,176 | SH | SOLE | NONE | 7,227,176 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 13,260 | 413,600 | SH | SOLE | NONE | 413,600 | 0 | 0 | |
| UNITED CONTL HLDGS INC | COM | 910047109 | 13,437 | 201,000 | SH | SOLE | NONE | 201,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 44,256 | 368,000 | SH | SOLE | NONE | 368,000 | 0 | 0 | |
| WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 5,270 | 57,896 | SH | SOLE | NONE | 57,896 | 0 | 0 | |
| XEROX CORP COM | COM | 984121103 | 2,928 | 228,467 | SH | SOLE | NONE | 228,467 | 0 | 0 | |