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
MASTERCARD INC - A CL A 57636Q104 178,576 802,192 SH   SOLE NONE 802,192 0 0
CELGENE CORP COM 151020104 294,088 3,286,266 SH   SOLE NONE 3,286,266 0 0
GOLDCORP INC COM 380956409 160,306 15,716,249 SH   SOLE NONE 15,716,249 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 117,309 2,656,453 SH   SOLE NONE 2,656,453 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 221,393 10,306,919 SH   SOLE NONE 10,306,919 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 543,888 7,262,498 SH   SOLE NONE 7,262,498 0 0
MYLAN NV SHS EURO N59465109 86,264 2,356,951 SH   SOLE NONE 2,356,951 0 0
FACEBOOK INC-A CL A 30303M102 443,413 2,696,175 SH   SOLE NONE 2,696,175 0 0
NEWMONT MINING CORP COM 651639106 206,684 6,843,856 SH   SOLE NONE 6,843,856 0 0
NOBLE ENERGY INC COM 655044105 299,490 9,602,101 SH   SOLE NONE 9,602,101 0 0
CONCHO RESOURCES INC COM 20605P101 299,590 1,961,312 SH   SOLE NONE 1,961,312 0 0
EOG RESOURCES INC COM 26875P101 399,901 3,134,759 SH   SOLE NONE 3,134,759 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 452,013 2,594,940 SH   SOLE NONE 2,594,940 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 16,176 215,915 SH   SOLE NONE 215,915 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 353,998 293,268 SH   SOLE NONE 293,268 0 0
JD.COM INC-ADR SPON ADR CL A 47215P106 12,781 489,892 SH   SOLE NONE 489,892 0 0
T-MOBILE US INC COM 872590104 341,156 4,861,150 SH   SOLE NONE 4,861,150 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 179,195 1,193,920 SH   SOLE NONE 1,193,920 0 0
MERCADOLIBRE INC COM 58733R102 552,579 1,622,989 SH   SOLE NONE 1,622,989 0 0
SERVICENOW INC COM 81762P102 170,092 869,460 SH   SOLE NONE 869,460 0 0
CARRIZO OIL & GAS INC COM 144577103 16,334 648,189 SH   SOLE NONE 648,189 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 7,153 505,157 SH   SOLE NONE 505,157 0 0
GRUBHUB INC COM 400110102 176,231 1,271,325 SH   SOLE NONE 1,271,325 0 0
PDC ENERGY INC COM 69327R101 15,258 311,648 SH   SOLE NONE 311,648 0 0
MUELLER INDUSTRIES INC COM 624756102 13,331 460,000 SH   SOLE NONE 460,000 0 0
DARLING INGREDIENTS INC COM 237266101 9,044 468,101 SH   SOLE NONE 468,101 0 0
58.COM INC-ADR SPON ADR REP A 31680Q104 392,161 5,328,274 SH   SOLE NONE 5,328,274 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 16,915 2,205,330 SH   SOLE NONE 2,205,330 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 41,449 983,830 SH   SOLE NONE 983,830 0 0
HALLIBURTON CO COM 406216101 16,820 415,000 SH   SOLE NONE 415,000 0 0
RPC INC COM 749660106 7,276 470,000 SH   SOLE NONE 470,000 0 0
BANK OF AMERICA CORP COM 060505104 251,106 8,523,630 SH   SOLE NONE 8,523,630 0 0
MASTEC INC COM 576323109 8,037 180,000 SH   SOLE NONE 180,000 0 0
ALCOA CORP COM 013817101 13,130 325,000 SH   SOLE NONE 325,000 0 0
BANCO MACRO SA-ADR SPON ADR B 05961W105 15,507 374,834 SH   SOLE NONE 374,834 0 0
PARSLEY ENERGY INC-CLASS A CL A 701877102 13,999 478,613 SH   SOLE NONE 478,613 0 0
ACTIVISION BLIZZARD INC COM 00507V109 339,034 4,075,418 SH   SOLE NONE 4,075,418 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 6,261 259,783 SH   SOLE NONE 259,783 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 19,130 675,000 SH   SOLE NONE 675,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 182,436 10,424,929 SH   SOLE NONE 10,424,929 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 195,652 5,635,138 SH   SOLE NONE 5,635,138 0 0
ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 6,159 985,506 SH   SOLE NONE 985,506 0 0
SM ENERGY CO COM 78454L100 10,580 335,554 SH   SOLE NONE 335,554 0 0
VIPSHOP HOLDINGS LTD - ADR SPONSORED ADR 92763W103 38,180 6,118,589 SH   SOLE NONE 6,118,589 0 0
CIMAREX ENERGY CO COM 171798101 12,268 132,000 SH   SOLE NONE 132,000 0 0
QIAGEN N.V. SHS NEW N72482123 54,510 1,439,020 SH   SOLE NONE 1,439,020 0 0
NATIONAL OILWELL VARCO INC COM 637071101 1,077 25,000 SH   SOLE NONE 25,000 0 0
YANDEX NV-A SHS CLASS A N97284108 302,991 9,212,239 SH   SOLE NONE 9,212,239 0 0
MARATHON PETROLEUM CORP COM 56585A102 19,153 239,498 SH   SOLE NONE 239,498 0 0
BRISTOW GROUP INC COM 110394103 13,950 1,150,000 SH   SOLE NONE 1,150,000 0 0
INCYTE CORP COM 45337C102 75,395 1,091,414 SH   SOLE NONE 1,091,414 0 0
STRYKER CORP COM 863667101 170,409 959,076 SH   SOLE NONE 959,076 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 247,516 431,213 SH   SOLE NONE 431,213 0 0
PTC INC COM 69370C100 268,955 2,532,770 SH   SOLE NONE 2,532,770 0 0
LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 11,918 1,348,191 SH   SOLE NONE 1,348,191 0 0
PROPETRO HOLDING CORP COM 74347M108 12,251 742,960 SH   SOLE NONE 742,960 0 0
WAYFAIR INC- CLASS A CL A 94419L101 171,798 1,163,392 SH   SOLE NONE 1,163,392 0 0
TRANSPORTADOR GAS SUR-SP B SPON ADR B 893870204 6,810 469,006 SH   SOLE NONE 469,006 0 0
SHOPIFY INC - CLASS A CL A 82509L107 290,626 1,767,151 SH   SOLE NONE 1,767,151 0 0
CLOVIS ONCOLOGY INC COM 189464100 44,494 1,514,940 SH   SOLE NONE 1,514,940 0 0
ELECTRONIC ARTS INC COM 285512109 397,436 3,298,494 SH   SOLE NONE 3,298,494 0 0
SPIRIT AIRLINES INC COM 848577102 10,887 231,793 SH   SOLE NONE 231,793 0 0
ALBEMARLE CORP COM 012653101 130,428 1,307,152 SH   SOLE NONE 1,307,152 0 0
NUTRIEN LTD COM 67077M108 204,144 3,538,019 SH   SOLE NONE 3,538,019 0 0
COSTCO WHOLESALE CORP COM 22160K105 229,723 978,046 SH   SOLE NONE 978,046 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 15,637 413,562 SH   SOLE NONE 413,562 0 0
CHEMOCENTRYX INC COM 16383L106 16,450 1,301,410 SH   SOLE NONE 1,301,410 0 0
GEOPARK LTD USD SHS G38327105 11,099 544,091 SH   SOLE NONE 544,091 0 0
AGNICO EAGLE MINES LTD COM 008474108 107,665 3,148,089 SH   SOLE NONE 3,148,089 0 0
BOOKING HOLDINGS INC COM 09857L108 409,430 206,366 SH   SOLE NONE 206,366 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 216,521 1,197,374 SH   SOLE NONE 1,197,374 0 0
REGENXBIO INC COM 75901B107 8,404 111,306 SH   SOLE NONE 111,306 0 0
CLOUDERA INC COM 18914U100 42,690 2,418,679 SH   SOLE NONE 2,418,679 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 18,808 964,024 SH   SOLE NONE 964,024 0 0
PHILLIPS 66 COM 718546104 10,888 96,591 SH   SOLE NONE 96,591 0 0
CARA THERAPEUTICS INC COM 140755109 11,989 500,581 SH   SOLE NONE 500,581 0 0
CONSTELLATION BRANDS INC-A CL A 21036P108 378,759 1,756,603 SH   SOLE NONE 1,756,603 0 0
STEEL DYNAMICS INC COM 858119100 7,544 166,938 SH   SOLE NONE 166,938 0 0
BECTON DICKINSON AND CO COM 075887109 319,107 1,222,633 SH   SOLE NONE 1,222,633 0 0
ANTHEM INC COM 036752103 185,870 678,233 SH   SOLE NONE 678,233 0 0
PVH CORP COM 693656100 140,692 974,318 SH   SOLE NONE 974,318 0 0
SEADRILL LTD SHS G7945E105 24,908 1,005,151 SH   SOLE NONE 1,005,151 0 0
AFFIMED NV COM N01045108 9,407 2,162,471 SH   SOLE NONE 2,162,471 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 9,487 271,900 SH   SOLE NONE 271,900 0 0
APPLE INC COM 037833100 18,014 79,800 PRN Call SOLE NONE 79,800 0 0
AMAZON.COM INC COM 023135106 18,027 9,000 PRN Call SOLE NONE 9,000 0 0