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
3M CO COM 88579Y101 12,336 70,000 SH   SOLE NONE 70,000 0 0
58.COM INC-ADR SPON ADR REP A 31680Q104 303 6,353 SH   SOLE NONE 6,353 0 0
ALIBABA GROUP HOLDING-SP ADR SPONSORED ADS 01609W102 2,840 26,849 SH   SOLE NONE 26,849 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 72,686 90,399 SH   SOLE NONE 90,399 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 355,366 457,186 SH   SOLE NONE 457,186 0 0
AMAZON.COM INC COM 023135106 1,021,101 1,219,502 SH   SOLE NONE 1,219,502 0 0
ANADARKO PETROLEUM CORP COM 032511107 883,539 13,944,742 SH   SOLE NONE 13,944,742 0 0
ANADARKO PETROLEUM CORP COM 032511107 6,336 100,000 PRN Call SOLE NONE 100,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 3,168 50,000 PRN Put SOLE NONE 50,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 1,901 30,000 PRN Call SOLE NONE 30,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 3,168 50,000 PRN Call SOLE NONE 50,000 0 0
ARCELORMITTAL NY REGISTRY SH 03938L104 5,448 1,000,000 PRN Call SOLE NONE 1,000,000 0 0
BAIDU INC - SPON ADR SPON ADR REP A 056752108 59,008 324,093 SH   SOLE NONE 324,093 0 0
CARRIZO OIL & GAS INC COM 144577103 8,936 220,000 SH   SOLE NONE 220,000 0 0
CARRIZO OIL & GAS INC COM 144577103 4,062 100,000 PRN Call SOLE NONE 100,000 0 0
CELGENE CORP COM 151020104 1,019,714 9,755,225 SH   SOLE NONE 9,755,225 0 0
CEMEX SAB-SPONS ADR PART CER SPON ADR NEW 151290889 244,371 30,777,159 SH   SOLE NONE 30,777,159 0 0
CHARTER COMMUNICATIONS INC-A CL A 16119P108 221,814 821,623 SH   SOLE NONE 821,623 0 0
CHECK POINT SOFTWARE TECH ORD M22465104 76,438 984,893 SH   SOLE NONE 984,893 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 207,317 12,648,986 SH   SOLE NONE 12,648,986 0 0
CNOVA NV SHS N20947102 12,519 2,331,217 SH   SOLE NONE 2,331,217 0 0
CONCHO RESOURCES INC COM 20605P101 271,338 1,975,525 SH   SOLE NONE 1,975,525 0 0
CONOCOPHILLIPS COM 20825C104 4,347 100,000 PRN Put SOLE NONE 100,000 0 0
CONOCOPHILLIPS COM 20825C104 4,347 100,000 PRN Call SOLE NONE 100,000 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 8,665 485,146 SH   SOLE NONE 485,146 0 0
CRITEO SA-SPON ADR SPONS ADS 226718104 61,303 1,746,029 SH   SOLE NONE 1,746,029 0 0
DARLING INGREDIENTS INC COM 237266101 13,510 1,000,000 SH   SOLE NONE 1,000,000 0 0
DRIL-QUIP INC COM 262037104 2,787 50,000 PRN Call SOLE NONE 50,000 0 0
ELDORADO GOLD CORP COM 284902103 7,860 2,000,000 SH   SOLE NONE 2,000,000 0 0
EMBRAER SA-SPON ADR SP ADR REP 4 COM 29082A107 8,671 502,381 SH   SOLE NONE 502,381 0 0
EMERSON ELECTRIC CO COM 291011104 21,804 400,000 SH   SOLE NONE 400,000 0 0
EOG RESOURCES INC COM 26875P101 6,770 70,000 SH   SOLE NONE 70,000 0 0
EXXON MOBIL CORP COM 30231G102 17,456 200,000 SH   SOLE NONE 200,000 0 0
FACEBOOK INC-A CL A 30303M102 910,481 7,098,164 SH   SOLE NONE 7,098,164 0 0
FANG HOLDINGS LTD - ADR ADR 30711Y102 3,701 824,279 SH   SOLE NONE 824,279 0 0
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 48,859 530,841 SH   SOLE NONE 530,841 0 0
FREEPORT-MCMORAN INC CL B 35671D857 2,172 200,000 PRN Put SOLE NONE 200,000 0 0
GOLDCORP INC COM 380956409 365,516 22,125,643 SH   SOLE NONE 22,125,643 0 0
GOLDCORP INC COM 380956409 3,304 200,000 PRN Call SOLE NONE 200,000 0 0
GRUBHUB INC COM 400110102 30,750 715,274 SH   SOLE NONE 715,274 0 0
GRUPO FIN SANTANDER-ADR B SPON ADR SHS B 40053C105 182,008 20,682,727 SH   SOLE NONE 20,682,727 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 5,924 400,000 SH   SOLE NONE 400,000 0 0
HALLIBURTON CO COM 406216101 4,488 100,000 PRN Call SOLE NONE 100,000 0 0
HALLIBURTON CO COM 406216101 4,488 100,000 PRN Call SOLE NONE 100,000 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 18,654 160,000 SH   SOLE NONE 160,000 0 0
INFOSYS LTD-SP ADR SPONSORED ADR 456788108 43,190 2,737,037 SH   SOLE NONE 2,737,037 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 331,680 2,015,192 SH   SOLE NONE 2,015,192 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 716,961 2,661,720 SH   SOLE NONE 2,661,720 0 0
INTERNATIONAL PAPER CO COM 460146103 9,596 200,000 SH   SOLE NONE 200,000 0 0
INTERXION HOLDING NV SHS N47279109 12,828 354,156 SH   SOLE NONE 354,156 0 0
IRSA -SP ADR GLOBL DEP RCPT 450047204 4,429 233,241 SH   SOLE NONE 233,241 0 0
JD.COM INC-ADR SPON ADR CL A 47215P106 315 12,058 SH   SOLE NONE 12,058 0 0
LAS VEGAS SANDS CORP COM 517834107 22,075 383,643 SH   SOLE NONE 383,643 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 353,759 7,627,411 SH   SOLE NONE 7,627,411 0 0
LIBERTY GLOBAL PLC LILAC - A SHS CL A G5480U138 26,748 969,492 SH   SOLE NONE 969,492 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 37,038 765,249 SH   SOLE NONE 765,249 0 0
MASTERCARD INC CL A 57636Q104 463,758 4,556,922 SH   SOLE NONE 4,556,922 0 0
MERCADOLIBRE INC COM 58733R102 429,742 2,323,306 SH   SOLE NONE 2,323,306 0 0
METHANEX CORP COM 59151K108 16,056 450,000 SH   SOLE NONE 450,000 0 0
MICROSOFT CORP COM 594918104 281,950 4,894,969 SH   SOLE NONE 4,894,969 0 0
MOMO INC-SPON ADR ADR 60879B107 316 14,023 SH   SOLE NONE 14,023 0 0
MONSANTO CO COM 61166W101 3,534 34,575 SH   SOLE NONE 34,575 0 0
MUELLER INDUSTRIES INC COM 624756102 6,387 197,000 SH   SOLE NONE 197,000 0 0
MYLAN NV SHS EURO N59465109 3,322 87,154 SH   SOLE NONE 87,154 0 0
NETEASE INC-ADR SPONSORED ADR 64110W102 37,731 156,705 SH   SOLE NONE 156,705 0 0
NEWMONT MINING CORP COM 651639106 529,480 13,476,198 SH   SOLE NONE 13,476,198 0 0
NIKE INC -CL B CL B 654106103 276,910 5,259,454 SH   SOLE NONE 5,259,454 0 0
NOBLE ENERGY INC COM 655044105 223,370 6,249,857 SH   SOLE NONE 6,249,857 0 0
NUCOR CORP COM 670346105 6,429 130,000 SH   SOLE NONE 130,000 0 0
OASIS PETROLEUM INC COM 674215108 7,226 630,000 SH   SOLE NONE 630,000 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 386,723 5,303,392 SH   SOLE NONE 5,303,392 0 0
PDC ENERGY INC COM 69327R101 6,840 102,000 SH   SOLE NONE 102,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 240,559 1,295,764 SH   SOLE NONE 1,295,764 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 3,713 20,000 PRN Call SOLE NONE 20,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 5,570 30,000 PRN Call SOLE NONE 30,000 0 0
POTASH CORP OF SASKATCHEWAN COM 73755L107 198,721 12,176,530 SH   SOLE NONE 12,176,530 0 0
PRAXAIR INC COM 74005P104 18,487 153,000 SH   SOLE NONE 153,000 0 0
RIO TINTO PLC-SPON ADR SPONSORED ADR 767204100 3,340 100,000 PRN Call SOLE NONE 100,000 0 0
ROYAL GOLD INC COM 780287108 6,194 80,000 SH   SOLE NONE 80,000 0 0
SCHLUMBERGER LTD COM 806857108 17,301 220,000 SH   SOLE NONE 220,000 0 0
SERVICENOW INC COM 81762P102 381,951 4,825,661 SH   SOLE NONE 4,825,661 0 0
SILVER WHEATON CORP COM 828336107 301,128 11,140,499 SH   SOLE NONE 11,140,499 0 0
SINA CORP ORD G81477104 17,521 237,310 SH   SOLE NONE 237,310 0 0
SUNCOR ENERGY INC COM 867224107 1,389 50,000 SH   SOLE NONE 50,000 0 0
SUNCOR ENERGY INC COM 867224107 2,778 100,000 PRN Call SOLE NONE 100,000 0 0
SUNEDISON SEMICONDUCTOR LTD SHS Y8213L102 7,973 700,000 SH   SOLE NONE 700,000 0 0
SYNERGY RESOURCES CORP COM 87164P103 4,158 600,000 SH   SOLE NONE 600,000 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 137,318 4,488,972 SH   SOLE NONE 4,488,972 0 0
TALEND SA - ADR ADS 874224207 8,602 328,821 SH   SOLE NONE 328,821 0 0
TARO PHARMACEUTICAL INDUS SHS M8737E108 28,842 260,987 SH   SOLE NONE 260,987 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 902 50,000 SH   SOLE NONE 50,000 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 1,803 100,000 PRN Call SOLE NONE 100,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 646,585 4,065,036 SH   SOLE NONE 4,065,036 0 0
T-MOBILE US INC COM 872590104 267,957 5,735,372 SH   SOLE NONE 5,735,372 0 0
TRIPADVISOR INC COM 896945201 113,692 1,799,491 SH   SOLE NONE 1,799,491 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 447,404 5,409,961 SH   SOLE NONE 5,409,961 0 0
WEIBO CORP-SPON ADR SPONSORED ADR 948596101 1,190 23,730 SH   SOLE NONE 23,730 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 49,831 935,267 SH   SOLE NONE 935,267 0 0