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
ADECOAGRO S A Com L00849106 8,968 864,045 SH   SOLE   8,968 0 0
ADVANCE AUTO PARTS INC Com 00751Y106 2,603 15,390 SH   SOLE   15,390 0 0
AETNA INC NEW Com 00817Y108 8,428 67,965 SH   SOLE   67,965 0 0
ALERE INC Com 01449J105 1,169 30,000 SH   SOLE   30,000 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 53,329 607,324 SH   SOLE   607,324 0 0
ALPHABET INC Com 02079K107 9,930 12,866 SH   SOLE   12,866 0 0
BANCO MACRO SA ADR 05961W105 7,944 123,457 SH   SOLE   123,457 0 0
BANK NEW YORK MELLON CORP Com 064058100 5,500 116,090 SH   SOLE   116,090 0 0
B/E AEROSPACE INC Com 073302101 3,310 55,000 SH   SOLE   55,000 0 0
CENTRAIS ELECTRICAS BRASILEIR ADR 15234Q108 2,336 296,448 SH   SOLE   296,448 0 0
COGNIZANT TECHNOLOGY SOLUTION Com 192446102 2,098 37,447 SH   SOLE   37,447 0 0
COSAN LTD Com G25343107 7,836 1,043,462 SH   SOLE   1,043,462 0 0
CREDICORP LTD Com G2519Y108 2,799 17,731 SH   SOLE   17,731 0 0
CVS HEALTH CORP Com 126650100 7,471 94,683 SH   SOLE   94,683 0 0
GAMESTOP CORP NEW Com 36467W109 5,356 212,057 SH   SOLE   212,057 0 0
GENERAL ELECTRIC CO Com 369604103 9,717 307,524 SH   SOLE   307,524 0 0
GILEAD SCIENCES INC Com 375558103 6,990 97,620 SH   SOLE   97,620 0 0
GLOBAL PMTS INC Com 37940X102 5,875 84,652 SH   SOLE   84,652 0 0
IAC INTERACTIVECORP Com 44919P508 9,605 148,256 SH   SOLE   148,256 0 0
IKANG HEALTHCARE GROUP INC ADR 45174L108 779 45,000 SH   SOLE   45,000 0 0
INTEROIL CORP Com 460951106 6,413 134,801 SH   SOLE   134,801 0 0
ISHARES Com 464289529 1,315 48,122 SH   SOLE   48,122 0 0
ITAU UNIBANCO HLDG SA ADR 465562106 5,787 562,960 SH   SOLE   562,960 0 0
JOHNSON & JOHNSON Com 478160104 6,460 56,080 SH   SOLE   56,080 0 0
LILLY ELI & CO Com 532457108 1,265 17,210 SH   SOLE   17,210 0 0
LUXOFT HLDG INC Com G57279104 14,044 249,900 SH   SOLE   249,900 0 0
MICROSOFT CORP Com 594918104 8,947 143,982 SH   SOLE   143,982 0 0
MONSANTO CO NEW Com 61166W101 7,997 76,010 SH   SOLE   76,010 0 0
MONSTER BEVERAGE CORP NEW Com 61174X109 2,320 52,344 SH   SOLE   52,344 0 0
NXP SEMICONDUCTORS N V Com N6596X109 4,994 50,955 SH   SOLE   50,955 0 0
PAMPA ENERGIA S A ADR 697660207 13,649 392,122 SH   SOLE   392,122 0 0
PETROLEO BRASILEIRO SA PETRO ADR 71654V408 5,825 576,248 SH   SOLE   576,248 0 0
QUALCOMM INC Com 747525103 7,001 107,392 SH   SOLE   107,392 0 0
REYNOLDS AMERICAN INC Com 761713106 3,502 62,500 SH   SOLE   62,500 0 0
RYANAIR HLDGS PLC ADR 783513104 11,238 134,985 SH   SOLE   134,985 0 0
SCOTTS MIRACLE GRO CO Com 810186106 6,483 67,850 SH   SOLE   67,850 0 0
SHERWIN WILLIAMS CO Com 824348106 5,398 20,087 SH   SOLE   20,087 0 0
SINA CORP Com G81477104 1,656 27,242 SH   SOLE   27,242 0 0
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 1,147 39,911 SH   SOLE   39,911 0 0
TELECOM ARGENTINA S A ADR 879273209 2,756 151,731 SH   SOLE   151,731 0 0
TELEDYNE TECHNOLOGIES INC Com 879360105 5,227 42,499 SH   SOLE   42,499 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 6,896 190,243 SH   SOLE   190,243 0 0
WHITEWAVE FOODS CO Com 966244105 2,027 36,459 SH   SOLE   36,459 0 0
YUM CHINA HLDGS INC Com 98850P109 24,195 926,311 SH   SOLE   926,311 0 0
YUM BRANDS INC Com 988498101 5,386 85,059 SH   SOLE   85,059 0 0