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 1,258,675 13,535,600 SH   SOLE NONE 13,535,600 0 0
BANK OF AMERICA CORPORATION COM 060505104 810,060 58,700,000 SH   SOLE NONE 58,700,000 0 0
BAIDU INC SPON ADR REP A 056752108 995,491 6,415,070 SH   SOLE NONE 6,415,070 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 413,041 29,887,227 SH   SOLE NONE 29,887,227 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 543,103 9,304,495 SH   SOLE NONE 9,304,495 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 401,659 8,727,916 SH   SOLE NONE 8,727,916 0 0
CELGENE CORP COM 151020104 722,825 4,689,500 SH   SOLE NONE 4,689,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 424,807 7,510,727 SH   SOLE NONE 7,510,727 0 0
CORE LABORATORIES N V COM N22717107 571,541 3,377,700 SH   SOLE NONE 3,377,700 0 0
COMCAST CORP NEW CL A 20030N101 304,075 6,740,000 SH   SOLE NONE 6,740,000 0 0
CME GROUP INC COM 12572Q105 318,626 4,312,752 SH   SOLE NONE 4,312,752 0 0
HALLIBURTON CO COM 406216101 484,023 10,052,400 SH   SOLE NONE 10,052,400 0 0
INTERCONTINENTALEXCHANGE INC COM 45865V100 524,115 2,888,958 SH   SOLE NONE 2,888,958 0 0
LAS VEGAS SANDS CORP COM 517834107 704,453 10,606,041 SH   SOLE NONE 10,606,041 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 626,409 8,554,000 SH   SOLE NONE 8,554,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 296,824 3,997,093 SH   SOLE NONE 3,997,093 0 0
NOBLE ENERGY INC COM 655044105 108,769 1,623,172 SH   SOLE NONE 1,623,172 0 0
SCHLUMBERGER LTD COM 806857108 749,922 8,487,117 SH   SOLE NONE 8,487,117 0 0
VALERO ENERGY CORP NEW COM 91913Y100 273,029 7,995,000 SH   SOLE NONE 7,995,000 0 0
YUM BRANDS INC COM 988498101 994,275 13,927,373 SH   SOLE NONE 13,927,373 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 641,187 13,185,000 SH   SOLE NONE 13,185,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 182,372 2,744,500 SH   SOLE NONE 2,744,500 0 0
GOOGLE INC CL A 38259P508 334,602 382,005 SH   SOLE NONE 382,005 0 0
PRAXAIR INC COM 74005P104 295,717 2,460,000 SH   SOLE NONE 2,460,000 0 0
PRICE T ROWE GROUP INC COM 74144T108 261,825 3,640,000 SH   SOLE NONE 3,640,000 0 0