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 | 8,100 | 63,226 | SH | SOLE | None | 63,226 | 0 | 0 | |
| AMERICA MOVIL SAB DE CV | SPON ADR L SHS | 02364W105 | 29,016 | 1,379,075 | SH | SOLE | None | 1,379,075 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 321,660 | 2,559,156 | SH | SOLE | None | 2,559,156 | 0 | 0 | |
| BHP BILLITON LTD | SPONSORED ADR | 088606108 | 10,498 | 256,103 | SH | SOLE | None | 256,103 | 0 | 0 | |
| BRINKER INTL INC | COM | 109641100 | 17,538 | 304,000 | SH | SOLE | None | 304,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 59,102 | 985,605 | SH | SOLE | None | 985,605 | 0 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 8,264 | 200,000 | SH | SOLE | None | 200,000 | 0 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 11,258 | 103,000 | SH | SOLE | None | 103,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 7,347 | 43,000 | SH | SOLE | None | 43,000 | 0 | 0 | |
| GAP INC DEL | COM | 364760108 | 33,380 | 873,356 | SH | SOLE | None | 873,356 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 4,833 | 8,900 | SH | SOLE | None | 8,900 | 0 | 0 | |
| HCA HOLDINGS INC | COM | 40412C101 | 70,258 | 774,625 | SH | SOLE | None | 774,625 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 13,608 | 172,274 | SH | SOLE | None | 172,274 | 0 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 99,539 | 2,510,753 | SH | SOLE | None | 2,510,753 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 15,653 | 466,000 | SH | SOLE | None | 466,000 | 0 | 0 | |
| MCDONALDS CORP | COM | 580135101 | 11,709 | 122,800 | SH | SOLE | None | 122,800 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 53,410 | 1,208,912 | SH | SOLE | None | 1,208,912 | 0 | 0 | |
| MOBILE TELESYSTEMS OJSC | SPONSORED ADR | 607409109 | 1,229 | 127,003 | SH | SOLE | None | 127,003 | 0 | 0 | |
| SPRINT CORP | COM SER 1 | 85207U105 | 16,576 | 3,667,176 | SH | SOLE | None | 3,667,176 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 24,284 | 620,600 | SH | SOLE | None | 620,600 | 0 | 0 | |
| TATA MTRS LTD | SPONSORED ADR | 876568502 | 10,968 | 316,000 | SH | SOLE | None | 316,000 | 0 | 0 | |
| UNITED CONTL HLDGS INC | COM | 910047109 | 20,318 | 377,100 | SH | SOLE | None | 377,100 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 17,326 | 197,000 | SH | SOLE | None | 197,000 | 0 | 0 | |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 50,101 | 411,000 | SH | SOLE | None | 411,000 | 0 | 0 | |
| WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 9,582 | 116,896 | SH | SOLE | None | 116,896 | 0 | 0 | |