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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
BARRICK GOLD CORP Common 067901108 111,682 6,941,103 SH   SOLE   450,085 0 0
LAS VEGAS SANDS CORP Common 517834107 2,280,756 35,547,938 SH   SOLE   2,045,503 0 0
LIBERTY GLOBAL PLC LILAC - A Common 125844553 15,091 635,139 SH   SOLE   29,816 0 0
LIBERTY GLOBAL PLC LILAC - C Common 125891314 17,504 751,262 SH   SOLE   35,266 0 0
LIBERTY GLOBAL PLC-A Common 094506433 209,421 6,175,786 SH   SOLE   305,692 0 0
LIBERTY GLOBAL PLC-SERIES C Common 094506492 184,567 5,644,263 SH   SOLE   275,572 0 0
SCHLUMBERGER LTD Common 806857108 1,200,927 17,215,121 SH   SOLE   1,006,124 0 0
WYNN RESORTS LTD Common 983134107 1,138,671 7,646,195 SH   SOLE   463,006 0 0
ALIBABA GROUP HOLDING -SP ADR Spsrd ADR 01609w102 1,119,456 6,481,710 SH   SOLE   389,267 0 0
AMBEV SA-ADR ADR 02319v103 60,140 9,125,949 SH   SOLE   326,040 0 0
BANCOLOMBIA S.A. - SPONS ADR Spsrd ADR 05968L102 620,445 13,549,797 SH   SOLE   640,560 0 0
GRUPO AVAL ADR 40053w101 139,810 15,586,421 SH   SOLE   738,761 0 0
GRUPO TELEVISA SA-SPON ADR Spsrd ADR 40049j206 266,929 10,819,984 SH   SOLE   548,029 0 0
TEVA PHARMACEUTICAL-SP ADR Spsrd ADR 881624209 400,653 22,764,385 SH   SOLE   1,176,068 0 0