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 34,464 169,902 SH   SOLE   169,902 0 0
ALEXION PHARMACEUTICALS INC Com 015351109 7,578 54,516 SH   SOLE   54,516 0 0
ALIBABA GROUP HLDG LTD ADR 01609W102 184,505 1,119,847 SH   SOLE   1,119,847 0 0
ALLEGION PUB LTD CO Com G0176J109 7,943 87,701 SH   SOLE   87,701 0 0
ALPHABET INC Com 02079K107 11,657 9,768 SH   SOLE   9,768 0 0
BAIDU INC ADR 056752108 148,849 650,957 SH   SOLE   650,907 0 0
BANCO MACRO SA ADR 05961W105 17,776 429,698 SH   SOLE   429,698 0 0
BANK NEW YORK MELLON CORP Com 064058100 11,152 218,717 SH   SOLE   218,717 0 0
BERKSHIRE HATHAWAY INC DEL Com 084670702 14,443 67,456 SH   SOLE   67,456 0 0
CHINA BIOLOGIC PRODS HLDGS I Com G21515104 2,000 25,000 SH   SOLE   25,000 0 0
DOLLAR GEN CORP NEW Com 256677105 9,335 85,409 SH   SOLE   85,409 0 0
DXC TECHNOLOGY CO Com 23355L106 11,113 118,837 SH   SOLE   118,837 0 0
ECOLAB INC Com 278865100 9,206 58,725 SH   SOLE   58,725 0 0
GILEAD SCIENCES INC Com 375558103 6,798 88,048 SH   SOLE   88,048 0 0
GLOBAL PMTS INC Com 37940X102 4,642 36,441 SH   SOLE   36,441 0 0
HDFC BANK LTD ADR 40415F101 1,361 14,471 SH   SOLE   14,471 0 0
IAC INTERACTIVECORP Com 44919P508 6,777 31,275 SH   SOLE   31,275 0 0
ICICI BK LTD ADR 45104G104 15,228 1,793,686 SH   SOLE   1,793,686 0 0
ISHARES INC MSCI TAIWAN ETF Com 46434G772 31,677 840,263 SH   SOLE   840,263 0 0
ITAU UNIBANCO HLDG SA ADR 465562106 25,805 2,350,233 SH   SOLE   2,350,233 0 0
JOHNSON & JOHNSON Com 478160104 4,931 35,692 SH   SOLE   35,692 0 0
LOMA NEGRA CORP ADR 54150E104 45,206 5,113,902 SH   SOLE   5,113,902 0 0
LOXO ONCOLOGY INC Com 548862101 459 2,687 SH   SOLE   2,687 0 0
MICROSOFT CORP Com 594918104 12,101 105,809 SH   SOLE   105,809 0 0
MONSTER BEVERAGE CORP NEW Com 61174X109 4,501 77,235 SH   SOLE   77,235 0 0
NORTHROP GRUMMAN CORP Com 666807102 998 3,145 SH   SOLE   3,145 0 0
NXP SEMICONDUCTORS N V Com N6596X109 6,865 62,833 SH   SOLE   62,833 0 0
NXSTAGE MEDICAL INC Com 67072V103 3,776 135,402 SH   SOLE   135,402 0 0
PAMPA ENERGIA S A ADR 697660207 34,016 1,095,553 SH   SOLE   1,095,553 0 0
PERSPECTA INC Com 715347100 5,331 207,307 SH   SOLE   207,307 0 0
PETROLEO BRASILEIRO SA PETRO ADR 71654V101 14,589 1,394,820 SH   SOLE   1,394,820 0 0
PRAXAIR INC Com 74005P104 9,843 61,240 SH   SOLE   61,240 0 0
RAYTHEON CO Com 755111507 1,046 5,062 SH   SOLE   5,062 0 0
ROCKWELL COLLINS INC Com 773903109 25,635 182,500 SH   SOLE   182,500 0 0
SCOTTS MIRACLE GRO CO Com 810186106 3,665 46,557 SH   SOLE   46,557 0 0
SHERWIN WILLIAMS CO Com 824348106 10,732 23,578 SH   SOLE   23,578 0 0
SINA CORP Com G81477104 62,002 892,374 SH   SOLE   892,374 0 0
TELEDYNE TECHNOLOGIES INC Com 879360105 2,786 11,294 SH   SOLE   11,294 0 0
TELEFONICA BRASIL SA ADR 87936R106 831 85,447 SH   SOLE   85,447 0 0
TERNIUM SA ADR 880890108 54,605 1,802,762 SH   SOLE   1,802,762 0 0
TWENTY FIRST CENTY FOX INC Com 90130A200 19,931 435,000 SH   SOLE   435,000 0 0
WORLDPAY INC Com 981558109 9,392 92,743 SH   SOLE   92,743 0 0
XENON PHARMACEUTICALS INC Com 98420N105 17 1,352 SH   SOLE   1,352 0 0
YIRENDAI LTD ADR 98585L100 78 4,262 SH   SOLE   4,262 0 0