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 500,899 4,937,886 SH   SOLE NONE 4,937,886 0 0
BANK OF AMERICA CORPORATION COM 060505104 913,114 53,555,053 SH   SOLE NONE 53,555,053 0 0
BAIDU INC SPON ADR REP A 056752108 451,429 2,068,595 SH   SOLE NONE 2,068,595 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 586,879 43,376,134 SH   SOLE NONE 43,376,134 0 0
COMPANHIA BRASILEIRA DE DIST SPN ADR PFD CL A 20440T201 335,988 7,704,372 SH   SOLE NONE 7,704,372 0 0
CELGENE CORP COM 151020104 908,282 9,583,060 SH   SOLE NONE 9,583,060 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 474,179 6,848,340 SH   SOLE NONE 6,848,340 0 0
COMCAST CORP NEW CL A 20030N101 917,787 17,065,576 SH   SOLE NONE 17,065,576 0 0
CME GROUP INC COM 12572Q105 247,964 3,101,300 SH   SOLE NONE 3,101,300 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 558,705 2,864,420 SH   SOLE NONE 2,864,420 0 0
LAS VEGAS SANDS CORP COM 517834107 366,266 5,887,578 SH   SOLE NONE 5,887,578 0 0
SCHLUMBERGER LTD COM 806857108 373,424 3,672,185 SH   SOLE NONE 3,672,185 0 0
YUM BRANDS INC COM 988498101 763,240 10,603,497 SH   SOLE NONE 10,603,497 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 744,468 13,781,335 SH   SOLE NONE 13,781,335 0 0
GOOGLE INC CL A 38259P508 315,445 546,357 SH   SOLE NONE 546,357 0 0
PRAXAIR INC COM 74005P104 364,849 2,828,284 SH   SOLE NONE 2,828,284 0 0
CAPITAL ONE FINL CORP COM 14040H105 245,278 3,005,125 SH   SOLE NONE 3,005,125 0 0
FACEBOOK INC CL A 30303M102 680,493 8,609,475 SH   SOLE NONE 8,609,475 0 0
GROUPON INC COM CL A 399473107 224,848 33,659,852 SH   SOLE NONE 33,659,852 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 396,015 3,254,029 SH   SOLE NONE 3,254,029 0 0
ZOETIS INC CL A 98978V103 277,690 7,515,303 SH   SOLE NONE 7,515,303 0 0
GOOGLE INC CL A 38259P508 447,143 759,917 SH   SOLE NONE 759,917 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 314,920 1,330,516 SH   SOLE NONE 1,330,516 0 0
JOHNSON & JOHNSON COM 478160104 276,833 2,597,176 SH   SOLE NONE 2,597,176 0 0