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
AMAZON COM INC COM 023135106 793,945 2,133,687 SH   SOLE NONE 2,133,687 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 466,080 8,506,667 SH   SOLE NONE 8,506,667 0 0
ANADARKO PETE CORP COM 032511107 286,828 3,463,689 SH   SOLE NONE 3,463,689 0 0
BAIDU INC SPON ADR REP A 056752108 446,605 2,143,018 SH   SOLE NONE 2,143,018 0 0
BARRICK GOLD CORP COM 067901108 248,625 22,684,736 SH   SOLE NONE 22,684,736 0 0
CELGENE CORP COM 151020104 870,542 7,551,544 SH   SOLE NONE 7,551,544 0 0
COMCAST CORP NEW CL A 20030N101 968,293 17,147,030 SH   SOLE NONE 17,147,030 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 221,781 7,437,310 SH   SOLE NONE 7,437,310 0 0
FACEBOOK INC CL A 30303M102 711,141 8,649,775 SH   SOLE NONE 8,649,775 0 0
GOLDCORP INC NEW COM 380956409 216,009 11,921,002 SH   SOLE NONE 11,921,002 0 0
GOOGLE INC CL A 38259P508 300,828 548,957 SH   SOLE NONE 548,957 0 0
GOOGLE INC CL A 38259P508 423,552 763,570 SH   SOLE NONE 763,570 0 0
GROUPON INC COM CL A 399473107 341,717 47,394,834 SH   SOLE NONE 47,394,834 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 475,869 43,577,734 SH   SOLE NONE 43,577,734 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 380,554 1,349,387 SH   SOLE NONE 1,349,387 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 671,397 2,878,196 SH   SOLE NONE 2,878,196 0 0
LAS VEGAS SANDS CORP COM 517834107 401,020 7,285,971 SH   SOLE NONE 7,285,971 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 263,401 4,892,297 SH   SOLE NONE 4,892,297 0 0
MASTERCARD INC CL A 57636Q104 425,478 4,925,087 SH   SOLE NONE 4,925,087 0 0
MERCADOLIBRE INC COM 58733R102 238,433 1,946,076 SH   SOLE NONE 1,946,076 0 0
MORGAN STANLEY COM NEW 617446448 349,373 9,789,103 SH   SOLE NONE 9,789,103 0 0
NEWMONT MINING CORP COM 651639106 234,799 10,815,232 SH   SOLE NONE 10,815,232 0 0
SERVICENOW INC COM 81762P102 233,611 2,965,353 SH   SOLE NONE 2,965,353 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 112,691 4,799,444 SH   SOLE NONE 4,799,444 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 439,267 3,269,815 SH   SOLE NONE 3,269,815 0 0
UNION PAC CORP COM 907818108 329,451 3,041,745 SH   SOLE NONE 3,041,745 0 0
VISA INC COM CL A 92826C839 443,290 6,777,100 SH   SOLE NONE 6,777,100 0 0