The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
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
21VIANET GROUP INC ADR 90138A103 1,874 88,650 SH   SOLE   88,650 0 0
ADVANCE AUTO PARTS INC Com 00751Y106 2,648 17,599 SH   SOLE   17,599 0 0
AETNA INC NEW Com 00817Y108 2,416 22,348 SH   SOLE   22,348 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 15,248 187,627 SH   SOLE   187,627 0 0
ALPHABET INC Com 02079K107 4,082 5,380 SH   SOLE   5,380 0 0
BANCO BRADESCO S A ADR 59460303 2,803 582,905 SH   SOLE   582,905 0 0
BROADCOM CORP Com 111320107 12,155 210,222 SH   SOLE   210,222 0 0
COSAN LTD Com G25343107 5,650 1,531,390 SH   SOLE   1,531,390 0 0
CVS HEALTH CORP Com 126650100 2,318 23,717 SH   SOLE   23,717 0 0
DOCTOR REDDYS LABS LTD ADR 256135203 442 9,552 SH   SOLE   9,552 0 0
LILLY ELI & CO Com 532457108 6,280 74,533 SH   SOLE   74,533 0 0
E M C CORP MASS Com 268648102 1,540 60,000 SH   SOLE   60,000 0 0
F5 NETWORKS INC Com 315616102 1,548 15,969 SH   SOLE   15,969 0 0
FIRST CASH FINL SVCS INC Com 31942D107 4,159 111,122 SH   SOLE   111,122 0 0
GAMESTOP CORP NEW Com 36467W109 1,621 57,828 SH   SOLE   57,828 0 0
GARMIN LTD Com H2906T109 1,924 51,789 SH   SOLE   51,789 0 0
GENERAL ELECTRIC CO Com 369604103 4,032 129,447 SH   SOLE   129,447 0 0
GILEAD SCIENCES INC Com 375558103 2,185 21,602 SH   SOLE   21,602 0 0
GLOBAL PMTS INC Com 37940X102 2,283 35,396 SH   SOLE   35,396 0 0
GRUPO FINANCIERO SANTANDER M ADR 40053C105 2,289 264,014 SH   SOLE   264,014 0 0
IAC INTERACTIVECORP Com 44919P508 2,782 46,344 SH   SOLE   46,344 0 0
ICICI BK LTD ADR 45104G104 1,929 246,432 SH   SOLE   246,432 0 0
JOHNSON AND JOHNSON Com 478160104 2,192 21,340 SH   SOLE   21,340 0 0
MICROSOFT CORP ADR 594918104 2,799 50,462 SH   SOLE   50,462 0 0
MONSANTO CO NEW Com 61166W101 2,217 22,505 SH   SOLE   22,505 0 0
MONSTER BEVERAGE CORP NEW Com 61174X109 2,048 13,751 SH   SOLE   13,751 0 0
NIKE INC Com 654106103 237 3,804 SH   SOLE   3,804 0 0
OMNIVISION TECHNOLOGIES INC Com 682128103 10,323 355,750 SH   SOLE   355,750 0 0
PRECISION CASTPARTS CORP Com 740189105 11,410 49,181 SH   SOLE   49,181 0 0
QIHOO 360 TECHNOLOGY CO LTD ADR 74734M109 1,092 15,000 SH   SOLE   15,000 0 0
QUALCOMM INC Com 747525103 2,341 46,853 SH   SOLE   46,853 0 0
RYANAIR HLDGS PLC ADR 783513203 33,620 388,853 SH   SOLE   388,853 0 0
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 963 42,364 SH   SOLE   42,364 0 0
TELECOM ARGENTINA S A ADR 879273209 2,498 155,448 SH   SOLE   155,448 0 0
TELEDYNE TECHNOLOGIES INC Com 879360105 1,752 19,753 SH   SOLE   19,753 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 83,921 1,278,511 SH   SOLE   1,278,511 0 0
TIME WARNER CABLE INC Com 88732J207 5,938 32,000 SH   SOLE   32,000 0 0
YOUKU TUDOU INC ADR 98742U100 7,382 272,116 SH   SOLE   272,116 0 0
YUM BRANDS INC Com 988498101 2,841 38,901 SH   SOLE   38,901 0 0