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 263 13,170 SH   SOLE   13,170 0 0
ADVANCE AUTO PARTS INC Com 00751Y106 3,495 21,798 SH   SOLE   21,798 0 0
AETNA INC NEW Com 00817Y108 3,084 27,455 SH   SOLE   27,455 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 29,703 375,854 SH   SOLE   375,854 0 0
ALPHABET INC Com 02079K107 4,912 6,594 SH   SOLE   6,594 0 0
BAXALTA INC Com 07177M103 4,605 114,000 SH   SOLE   114,000 0 0
COSAN LTD Com G25343107 7,421 1,508,474 SH   SOLE   1,508,474 0 0
CREDICORP LTD Com G2519Y108 413 3,159 SH   SOLE   3,159 0 0
CVS HEALTH CORP Com 126650100 3,022 29,136 SH   SOLE   29,136 0 0
DR REDDYS LABS LTD ADR 256135203 1,979 43,809 SH   SOLE   43,809 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 368 59,233 SH   SOLE   59,233 0 0
LILLY ELI AND CO Com 532457108 2,798 38,863 SH   SOLE   38,863 0 0
E M C CORP MASS Com 268648102 6,689 251,000 SH   SOLE   251,000 0 0
GAMESTOP CORP NEW Com 36467W109 2,253 71,034 SH   SOLE   71,034 0 0
GENERAL ELECTRIC CO Com 369604103 5,024 158,051 SH   SOLE   158,051 0 0
GILEAD SCIENCES INC Com 375558103 3,068 33,402 SH   SOLE   33,402 0 0
GLOBAL PMTS INC Com 37940X102 3,337 51,103 SH   SOLE   51,103 0 0
GRUPO FINANCIERO SANTANDER M ADR 40053C105 5,291 585,955 SH   SOLE   585,955 0 0
IAC INTERACTIVECORP Com 44919P508 3,192 67,814 SH   SOLE   67,814 0 0
ICICI BK LTD ADR 45104G104 1,164 162,658 SH   SOLE   162,658 0 0
IKANG HEALTHCARE GROUP INC ADR 45174L108 3,104 142,000 SH   SOLE   142,000 0 0
INGRAM MICRO INC Com 457153104 2,693 75,000 SH   SOLE   75,000 0 0
ISHARES Com 464289529 2,519 93,663 SH   SOLE   93,663 0 0
JOHNSON AND JOHNSON Com 478160104 2,831 26,173 SH   SOLE   26,173 0 0
LUXOFT HLDG INC Com G57279104 6,077 110,433 SH   SOLE   110,433 0 0
MICROSOFT CORP Com 594918104 3,407 61,703 SH   SOLE   61,703 0 0
MOMO INC ADR 60879B107 204 18,226 SH   SOLE   18,226 0 0
MONSANTO CO NEW Com 61166W101 2,397 27,323 SH   SOLE   27,323 0 0
MONSTER BEVERAGE CORP NEW Com 61174X109 2,257 16,925 SH   SOLE   16,925 0 0
QIHOO 360 TECHNOLOGY CO LTD ADR 74734M109 5,974 79,075 SH   SOLE   79,075 0 0
QUALCOMM INC Com 747525103 1,919 37,534 SH   SOLE   37,534 0 0
RYANAIR HLDGS PLC ADR 783513203 33,371 388,853 SH   SOLE   388,853 0 0
SANDISK CORP Com 80004C101 3,043 40,000 SH   SOLE   40,000 0 0
SCOTTS MIRACLE GRO CO Com 810186106 2,972 40,844 SH   SOLE   40,844 0 0
TELECOM ARGENTINA S A ADR 879273209 3,400 190,075 SH   SOLE   190,075 0 0
TELEDYNE TECHNOLOGIES INC Com 879360105 2,113 23,977 SH   SOLE   23,977 0 0
TEREX CORP NEW Com 880779103 2,098 84,326 SH   SOLE   84,326 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 67,711 1,265,403 SH   SOLE   1,265,403 0 0
TIME WARNER CABLE INC Com 88732J207 12,481 61,000 SH   SOLE   61,000 0 0
YUM BRANDS INC Com 988498101 3,902 47,680 SH   SOLE   47,680 0 0
YY INC ADR 98426T106 840 13,652 SH   SOLE   13,652 0 0