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 |
| ALTABA INC | COM | 021346101 | 5,852 | 88,345 | SH | SOLE | 88,345 | 0 | 0 | ||
| BANK AMER CORP | COM | 060505104 | 143,729 | 5,672,024 | SH | SOLE | 5,672,024 | 0 | 0 | ||
| BBVA BANCO FRANCES S A | SPONSORED ADR | 07329M100 | 8,666 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 56,883 | 782,000 | SH | SOLE | 782,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 2,333 | 19,765 | SH | SOLE | 19,765 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 23,621 | 514,839 | SH | SOLE | 514,839 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 50,070 | 617,992 | SH | SOLE | 617,992 | 0 | 0 | ||
| GRUPO FINANCIERO GALICIA S A | SP ADR 10 SH B | 399909100 | 28,696 | 556,766 | SH | SOLE | 556,766 | 0 | 0 | ||
| GRUPO SUPERVIELLE S A | SPONSORED ADR | 40054A108 | 12,345 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 119,495 | 1,251,124 | SH | SOLE | 1,251,124 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 2,186 | 57,400 | SH | SOLE | 57,400 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 3,665 | 49,200 | SH | SOLE | 49,200 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 61,691 | 514,861 | SH | SOLE | 514,861 | 0 | 0 | ||
| PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 | 19,530 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PQ GROUP HLDGS INC | COM | 73943T103 | 18,975 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| PRAXAIR INC | COM | 74005P104 | 2,429 | 17,380 | SH | SOLE | 17,380 | 0 | 0 | ||
| QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 2,908 | 30,588 | SH | SOLE | 30,588 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 23,610 | 252,730 | SH | SOLE | 252,730 | 0 | 0 | ||
| SOCIAL CAP HEDOSOPHIA HLDGS | UNIT 99/99/9999 | G8250R111 | 3,693 | 350,000 | PRN | SOLE | 350,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 1,564 | 59,271 | SH | SOLE | 59,271 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 20,413 | 1,210,000 | SH | SOLE | 1,210,000 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 2,121 | 18,269 | SH | SOLE | 18,269 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 2,072 | 60,200 | SH | SOLE | 60,200 | 0 | 0 | ||