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
ANADARKO PETE CORP COM 032511107 725,251 13,619,742 SH   SOLE NONE 13,619,742 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 185,795 20,439,527 SH   SOLE NONE 20,439,527 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 170,830 11,740,906 SH   SOLE NONE 11,740,906 0 0
CELGENE CORP COM 151020104 957,535 9,708,359 SH   SOLE NONE 9,708,359 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 673,973 2,633,120 SH   SOLE NONE 2,633,120 0 0
NOBLE ENERGY INC COM 655044105 218,343 6,087,057 SH   SOLE NONE 6,087,057 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 121,830 4,644,668 SH   SOLE NONE 4,644,668 0 0
ALPHABET INC CAP STK CL C 02079K107 313,442 452,886 SH   SOLE NONE 452,886 0 0
FACEBOOK INC CL A 30303M102 821,465 7,188,177 SH   SOLE NONE 7,188,177 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 597,918 4,046,550 SH   SOLE NONE 4,046,550 0 0
MONSANTO CO NEW COM 61166W101 197,555 1,910,408 SH   SOLE NONE 1,910,408 0 0
SILVER WHEATON CORP COM 828336107 264,025 11,220,799 SH   SOLE NONE 11,220,799 0 0
GOLDCORP INC NEW COM 380956409 418,376 21,870,143 SH   SOLE NONE 21,870,143 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 284,446 1,993,592 SH   SOLE NONE 1,993,592 0 0
HESS CORP COM 42809H107 274,523 4,567,767 SH   SOLE NONE 4,567,767 0 0
MASTERCARD INC CL A 57636Q104 527,831 5,993,989 SH   SOLE NONE 5,993,989 0 0
MERCADOLIBRE INC COM 58733R102 313,898 2,231,452 SH   SOLE NONE 2,231,452 0 0
VISA INC COM CL A 92826C839 609,991 8,224,233 SH   SOLE NONE 8,224,233 0 0
AMAZON COM INC COM 023135106 1,042,689 1,457,043 SH   SOLE NONE 1,457,043 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 382,196 7,422,726 SH   SOLE NONE 7,422,726 0 0
SERVICENOW INC COM 81762P102 316,984 4,773,861 SH   SOLE NONE 4,773,861 0 0
CONCHO RES INC COM 20605P101 209,179 1,753,825 SH   SOLE NONE 1,753,825 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 402,071 5,321,220 SH   SOLE NONE 5,321,220 0 0
T MOBILE US INC COM 872590104 225,656 5,215,074 SH   SOLE NONE 5,215,074 0 0
LINKEDIN CORP COM CL A 53578A108 406,927 2,150,209 SH   SOLE NONE 2,150,209 0 0
MICROSOFT CORP COM 594918104 391,792 7,656,667 SH   SOLE NONE 7,656,667 0 0
NEWMONT MINING CORP COM 651639106 511,686 13,079,898 SH   SOLE NONE 13,079,898 0 0
NIKE INC CL B 654106103 116,633 2,112,918 SH   SOLE NONE 2,112,918 0 0