The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 4,008 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AMERICA MOVIL SAB DE CV | SPON ADR L SHS | 02364W105 | 6,212 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 5,979 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| CHENIERE ENERGY PTNRS LP HLD | COM REP LLC IN | 16411W108 | 4,248 | 235,212 | SH | SOLE | 235,212 | 0 | 0 | ||
| COLFAX CORP | COM | 194014106 | 4,146 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| CONCORDIA HEALTHCARE CORP | COM | 206519100 | 2,816 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 7,689 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| MARKET VECTORS ETF TR | GOLD MINER ETF | 57060U100 | 4,116 | 206,000 | SH | SOLE | 206,000 | 0 | 0 | ||
| PIONEER NAT RES CO | COM | 723787107 | 3,519 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 9,847 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 1,973 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 5,152 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||