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
ADVANCE AUTO PARTS INC Com 00751Y106 3,291 33,184 SH   SOLE   33,184 0 0
AETNA INC NEW Com 00817Y108 12,119 76,216 SH   SOLE   76,216 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 128,786 710,172 SH   SOLE   710,172 0 0
ALPHABET INC Com 02079K107 10,960 11,428 SH   SOLE   11,428 0 0
ALTABA INC Com 021346101 3,675 55,484 SH   SOLE   55,484 0 0
APPLIED OPTOELECTRONICS INC Com 03823U102 19,089 295,177 SH   SOLE   295,177 0 0
BANCO MACRO SA ADR 05961W105 25,078 213,710 SH   SOLE   213,710 0 0
BANK NEW YORK MELLON CORP Com 064058100 10,910 205,772 SH   SOLE   205,772 0 0
BERKSHIRE HATHAWAY INC DEL Com 084670702 12,611 68,795 SH   SOLE   68,795 0 0
BRISTOL MYERS SQUIBB CO Com 110122108 989 15,518 SH   SOLE   15,518 0 0
CALPINE CORP Com 131347304 4,425 300,000 SH   SOLE   300,000 0 0
CF INDS HLDGS INC Com 125269100 1,144 32,563 SH   SOLE   32,563 0 0
CHANGYOU COM LTD ADR 15911M107 3,512 88,682 SH   SOLE   88,682 0 0
DXC TECHNOLOGY CO Com 23355L106 6,243 72,700 SH   SOLE   72,700 0 0
ECOLAB INC Com 278865100 9,435 73,369 SH   SOLE   73,369 0 0
GENERAL DYNAMICS CORP Com 369550108 1,624 7,903 SH   SOLE   7,903 0 0
GENERAL ELECTRIC CO Com 369604103 7,469 308,924 SH   SOLE   308,924 0 0
GILEAD SCIENCES INC Com 375558103 7,541 93,077 SH   SOLE   93,077 0 0
GLOBAL PMTS INC Com 37940X102 10,005 105,283 SH   SOLE   105,283 0 0
GRUPO SUPERVIELLE S A ADR 40054A108 35,450 1,435,809 SH   SOLE   1,435,809 0 0
HDFC BANK LTD ADR 40415F101 1,775 18,420 SH   SOLE   18,420 0 0
IAC INTERACTIVECORP Com 44919P508 9,748 82,907 SH   SOLE   82,907 0 0
ICICI BK LTD ADR 45104G104 1,884 220,166 SH   SOLE   220,166 0 0
JOHNSON & JOHNSON Com 478160104 5,011 38,549 SH   SOLE   38,549 0 0
LOCKHEED MARTIN CORP Com 539830109 1,679 5,413 SH   SOLE   5,413 0 0
MICROSOFT CORP Com 594918104 8,339 182,045 SH   SOLE   182,045 0 0
MONSANTO CO NEW Com 61166W101 21,812 184,045 SH   SOLE   184,045 0 0
MONSTER BEVERAGE CORP NEW Com 61174X109 4,608 83,418 SH   SOLE   83,418 0 0
NETEASE INC ADR 64110W102 17,715 67,151 SH   SOLE   67,151 0 0
NORTHROP GRUMMAN CORP Com 666807102 1,709 5,941 SH   SOLE   5,941 0 0
NXP SEMICONDUCTORS N V Com N6596X109 16,898 149,423 SH   SOLE   149,423 0 0
PAMPA ENERGIA S A ADR 697660207 42,918 659,270 SH   SOLE   659,270 0 0
PETROLEO BRASILEIRO SA PETRO ADR 71654V408 31,279 3,115 SH   SOLE   3,115 0 0
RAYTHEON CO Com 755111507 1,879 10,075 SH   SOLE   10,075 0 0
SCOTTS MIRACLE GRO CO Com 810186106 8,233 84,587 SH   SOLE   84,587 0 0
SHERWIN WILLIAMS CO Com 824348106 8,950 24,999 SH   SOLE   24,999 0 0
SINA CORP Com G81477104 36,158 315,378 SH   SOLE   315,378 0 0
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 2,913 77,588 SH   SOLE   77,588 0 0
TELEDYNE TECHNOLOGIES INC Com 879360105 4,826 30,320 SH   SOLE   30,320 0 0
TELEFONICA BRASIL SA ADR 87936R106 659 41,642 SH   SOLE   41,642 0 0
TERNIUM SA ADR 880890108 21,303 688,762 SH   SOLE   688,762 0 0
TIME WARNER INC Com 887317303 17,550 171,306 SH   SOLE   171,306 0 0
VIDEOCON D2H LTD ADR 92657J101 1,204 135,369 SH   SOLE   135,369 0 0
YUM CHINA HLDGS INC Com 98850P109 12,073 302,074 SH   SOLE   302,074 0 0