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
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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
PKX US Equity ADR 693483109 781 10,000 SH   SOLE   10,000 0 0
ACAD Common Stock 004225108 370 12,273 SH   SOLE   12,273 0 0
AERI US Equity Common Stock 00771V108 748 12,516 SH   SOLE   12,516 0 0
ASMB US Equity Common Stock 045396108 597 13,196 SH   SOLE   13,196 0 0
BSX US Equity Common Stock 101137107 343 13,834 SH   SOLE   13,834 0 0
BMRN Common Stock 09061G101 1,514 16,977 SH   SOLE   16,977 0 0
EXEL Common Stock 30161Q104 609 20,020 SH   SOLE   20,020 0 0
SGEN Common Stock 812578102 1,102 20,603 SH   SOLE   20,603 0 0
INCY Common Stock 45337C102 2,103 22,208 SH   SOLE   22,208 0 0
NUE US Equity Common Stock 670346105 1,685 26,499 SH   SOLE   26,499 0 0
FOLD Common Stock 03152W109 491 34,149 SH   SOLE   34,149 0 0
KHC Common Stock 500754106 4,857 62,458 SH   SOLE   62,458 0 0
MT US Equity Common Stock 03938L203 2,247 69,549 SH   SOLE   69,549 0 0
ITUB ADR 465562106 1,300 100,000 SH   SOLE   100,000 0 0
FB US Equity Common Stock 30303M102 27,351 155,000 SH   SOLE   155,000 0 0
BMA ADR 05961W105 30,579 263,881 SH   SOLE   263,881 0 0
LOMA US Equity ADR 54150E104 21,569 936,176 SH   SOLE   936,176 0 0
ISHARES MSCI BRAZIL ETF ETP 464286400 25,725 95,800 SH   SOLE   958 0 0
SPDR S&P 500 ETF TRUST ETP 78462F103 3,034 75,000 SH   SOLE   750 0 0
KRAFT HEINZ CO/THE ETP 500754106 77,760 1,000,000 SH   SOLE   10,000 0 0