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
AETNA INC NEW Com 00817Y108 15,989 94,610 SH   SOLE   94,610 0 0
ALEXION PHARMACEUTICALS INC Com 015351109 6,441 57,788 SH   SOLE   57,788 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 157,733 716,894 SH   SOLE   716,894 0 0
ALLEGION PUB LTD CO Com G0176J109 8,859 103,876 SH   SOLE   103,876 0 0
ALPHABET INC Com 02079K107 9,137 8,856 SH   SOLE   8,856 0 0
ALTABA INC Com 021346101 15,178 205,000 SH   SOLE   205,000 0 0
APPLIED OPTOELECTRONICS INC Com 03823U102 1,553,394 61,987 SH   SOLE   61,987 0 0
BANCO MACRO SA ADR 05961W105 66,154 612,713 SH   SOLE   612,713 0 0
BANK NEW YORK MELLON CORP Com 064058100 11,916 231,259 SH   SOLE   231,259 0 0
BERKSHIRE HATHAWAY INC DEL Com 084670702 14,225 71,313 SH   SOLE   71,313 0 0
BRISTOL MYERS SQUIBB CO Com 110122108 981 15,518 SH   SOLE   15,518 0 0
DXC TECHNOLOGY CO Com 23355L106 12,653 125,863 SH   SOLE   125,863 0 0
ECOLAB INC Com 278865100 10,056 73,369 SH   SOLE   73,369 0 0
GENERAL DYNAMICS CORP Com 369550108 989 4,481 SH   SOLE   4,481 0 0
GILEAD SCIENCES INC Com 375558103 7,017 93,077 SH   SOLE   93,077 0 0
GLOBAL PMTS INC Com 37940X102 8,806 78,965 SH   SOLE   78,965 0 0
GRUPO SUPERVIELLE S A ADR 40054A108 21,147 697,026 SH   SOLE   697,026 0 0
HDFC BANK LTD ADR 40415F101 3,086 31,248 SH   SOLE   31,248 0 0
IAC INTERACTIVECORP Com 44919P508 6,538 41,812 SH   SOLE   41,812 0 0
ICICI BK LTD ADR 45104G104 2,849 321,999 SH   SOLE   321,999 0 0
ISHARES INC MSCI TAIWAN ETF Com 46434G772 49,733 1,297,174 SH   SOLE   1,297,174 0 0
JOHNSON AND JOHNSON Com 478160104 4,940 38,549 SH   SOLE   38,549 0 0
LOCKHEED MARTIN CORP Com 539830109 1,057 3,130 SH   SOLE   3,130 0 0
LOMA NEGRA CORP ADR 54150E104 36,970 1,734,056 SH   SOLE   1,734,056 0 0
MICROSOFT CORP Com 594918104 10,218 111,956 SH   SOLE   111,956 0 0
MONSANTO CO NEW Com 61166W101 15,930 136,518 SH   SOLE   136,518 0 0
MONSTER BEVERAGE CORP NEW Com 61174X109 4,772 83,418 SH   SOLE   83,418 0 0
NETEASE INC ADR 64110W102 28,892 103,043 SH   SOLE   103,043 0 0
NORTHROP GRUMMAN CORP Com 666807102 1,063 3,047 SH   SOLE   3,047 0 0
NXP SEMICONDUCTORS N V Com N6596X109 14,062 120,190 SH   SOLE   120,190 0 0
PAMPA ENERGIA S A ADR 697660207 59,887 1,004,822 SH   SOLE   1,004,822 0 0
PRAXAIR INC Com 74005P104 9,615 66,633 SH   SOLE   66,633 0 0
RAYTHEON CO Com 755111507 1,071 4,966 SH   SOLE   4,966 0 0
ROCKWELL COLLINS INC Com 773903109 10,133 75,000 SH   SOLE   75,000 0 0
SCOTTS MIRACLE GRO CO Com 810186106 7,253 84,587 SH   SOLE   84,587 0 0
SHERWIN WILLIAMS CO Com 824348106 9,802 24,999 SH   SOLE   24,999 0 0
SINA CORP Com G81477104 50,858 487,755 SH   SOLE   487,755 0 0
SOHU COM INC Com 83408W103 773 25,000 SH   SOLE   25,000 0 0
TELEDYNE TECHNOLOGIES INC Com 879360105 4,142 22,132 SH   SOLE   22,132 0 0
TELEFONICA BRASIL SA ADR 87936R106 1,312 85,447 SH   SOLE   85,447 0 0
TERNIUM SA ADR 880890108 28,123 865,613 SH   SOLE   865,613 0 0
WORLDPAY INC Com 981558109 4,813 58,526 SH   SOLE   58,526 0 0
XL GROUP LTD Com G98294104 6,755 122,246 SH   SOLE   122,246 0 0
YUM CHINA HLDGS INC Com 98850P109 7,401 178,345 SH   SOLE   178,345 0 0