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
58.COM INC-ADR SPON ADR REP A 31680Q104 23,709 669,925 SH   SOLE NONE 669,925 0 0
ACTIVISION BLIZZARD INC COM 00507V109 329,386 6,606,211 SH   SOLE NONE 6,606,211 0 0
ALCOA CORP COM 013817101 13,072 380,000 SH   SOLE NONE 380,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 7,400 412,000 SH   SOLE NONE 412,000 0 0
AMAZON.COM INC COM 023135106 361,885 408,199 SH   SOLE NONE 408,199 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 178,064 4,209,551 SH   SOLE NONE 4,209,551 0 0
ANADARKO PETROLEUM CORP COM 032511107 727,118 11,727,702 SH   SOLE NONE 11,727,702 0 0
ANADARKO PETROLEUM CORP COM 032511107 6,200 100,000 PRN Put SOLE NONE 100,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 6,200 100,000 PRN Call SOLE NONE 100,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 6,200 100,000 PRN Put SOLE NONE 100,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 12,400 200,000 PRN Call SOLE NONE 200,000 0 0
BAIDU INC - SPON ADR SPON ADR REP A 056752108 49,862 289,023 SH   SOLE NONE 289,023 0 0
BANCO MACRO SA-ADR SPON ADR B 05961W105 23,644 272,716 SH   SOLE NONE 272,716 0 0
BANK OF AMERICA CORP COM 060505104 300,511 12,738,927 SH   SOLE NONE 12,738,927 0 0
CARRIZO OIL & GAS INC COM 144577103 1,863 65,000 SH   SOLE NONE 65,000 0 0
CELGENE CORP COM 151020104 941,664 7,567,821 SH   SOLE NONE 7,567,821 0 0
CEMEX SAB-SPONS ADR PART CER SPON ADR NEW 151290889 517,336 57,038,157 SH   SOLE NONE 57,038,157 0 0
CENTENNIAL RESOURCE DEVELO-A CL A 15136A102 1,823 100,000 SH   SOLE NONE 100,000 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100 41,739 1,422,108 SH   SOLE NONE 1,422,108 0 0
CHARTER COMMUNICATIONS INC-A CL A 16119P108 150,526 459,874 SH   SOLE NONE 459,874 0 0
CHECK POINT SOFTWARE TECH ORD M22465104 51,635 502,970 SH   SOLE NONE 502,970 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 87,712 196,876 SH   SOLE NONE 196,876 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 244,433 12,730,886 SH   SOLE NONE 12,730,886 0 0
CONCHO RESOURCES INC COM 20605P101 285,703 2,226,138 SH   SOLE NONE 2,226,138 0 0
CONSOL ENERGY INC COM 20854P109 9,481 565,000 SH   SOLE NONE 565,000 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 9,269 461,812 SH   SOLE NONE 461,812 0 0
CRITEO SA-SPON ADR SPONS ADS 226718104 88,439 1,769,140 SH   SOLE NONE 1,769,140 0 0
DARLING INGREDIENTS INC COM 237266101 9,394 647,000 SH   SOLE NONE 647,000 0 0
DELTA AIR LINES INC COM NEW 247361702 180,319 3,923,389 SH   SOLE NONE 3,923,389 0 0
EOG RESOURCES INC COM 26875P101 322,100 3,301,896 SH   SOLE NONE 3,301,896 0 0
FACEBOOK INC-A CL A 30303M102 667,193 4,696,887 SH   SOLE NONE 4,696,887 0 0
FOMENTO ECONOMICO MEX-SP ADR SPON ADR UNITS 344419106 25,776 291,188 SH   SOLE NONE 291,188 0 0
GOLDCORP INC COM 380956409 383,047 26,254,055 SH   SOLE NONE 26,254,055 0 0
GRUBHUB INC COM 400110102 105,333 3,202,586 SH   SOLE NONE 3,202,586 0 0
GRUPO FIN SANTANDER-ADR B SPON ADR SHS B 40053C105 40,861 4,525,061 SH   SOLE NONE 4,525,061 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 6,800 400,000 SH   SOLE NONE 400,000 0 0
HALLIBURTON CO COM 406216101 208,438 4,235,692 SH   SOLE NONE 4,235,692 0 0
HESS CORP COM 42809H107 162,757 3,375,994 SH   SOLE NONE 3,375,994 0 0
INFOSYS LTD-SP ADR SPONSORED ADR 456788108 43,364 2,744,537 SH   SOLE NONE 2,744,537 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 229,389 2,028,192 SH   SOLE NONE 2,028,192 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 618,790 10,335,555 SH   SOLE NONE 10,335,555 0 0
LAS VEGAS SANDS CORP COM 517834107 37,390 655,158 SH   SOLE NONE 655,158 0 0
LIBERTY GLOBAL PLC LILAC - A SHS CL A G5480U138 21,595 970,992 SH   SOLE NONE 970,992 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 37,233 968,107 SH   SOLE NONE 968,107 0 0
MASTEC INC COM 576323109 9,212 230,000 SH   SOLE NONE 230,000 0 0
MASTERCARD INC - A CL A 57636Q104 452,955 4,027,342 SH   SOLE NONE 4,027,342 0 0
MERCADOLIBRE INC COM 58733R102 486,059 2,298,476 SH   SOLE NONE 2,298,476 0 0
METHANEX CORP COM 59151K108 28,562 609,000 SH   SOLE NONE 609,000 0 0
MICROSOFT CORP COM 594918104 293,046 4,449,525 SH   SOLE NONE 4,449,525 0 0
MONSANTO CO COM 61166W101 4,066 35,918 SH   SOLE NONE 35,918 0 0
MUELLER INDUSTRIES INC COM 624756102 8,626 252,000 SH   SOLE NONE 252,000 0 0
NETEASE INC-ADR SPONSORED ADR 64110W102 33,222 116,980 SH   SOLE NONE 116,980 0 0
NEWMONT MINING CORP COM 651639106 446,466 13,545,698 SH   SOLE NONE 13,545,698 0 0
NIKE INC -CL B CL B 654106103 277,138 4,972,864 SH   SOLE NONE 4,972,864 0 0
NOBLE ENERGY INC COM 655044105 194,696 5,669,646 SH   SOLE NONE 5,669,646 0 0
NUCOR CORP COM 670346105 10,152 170,000 SH   SOLE NONE 170,000 0 0
NVIDIA CORP COM 67066G104 67,929 623,602 SH   SOLE NONE 623,602 0 0
OASIS PETROLEUM INC COM 674215108 15,686 1,100,000 SH   SOLE NONE 1,100,000 0 0
PARSLEY ENERGY INC-CLASS A CL A 701877102 9,428 290,000 SH   SOLE NONE 290,000 0 0
PDC ENERGY INC COM 69327R101 7,482 120,000 SH   SOLE NONE 120,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 509,593 2,736,362 SH   SOLE NONE 2,736,362 0 0
POTASH CORP OF SASKATCHEWAN COM 73755L107 209,331 12,255,930 SH   SOLE NONE 12,255,930 0 0
ROYAL GOLD INC COM 780287108 10,508 150,000 SH   SOLE NONE 150,000 0 0
RPC INC COM 749660106 8,056 440,000 SH   SOLE NONE 440,000 0 0
SCHLUMBERGER LTD COM 806857108 210,847 2,699,707 SH   SOLE NONE 2,699,707 0 0
SERVICENOW INC COM 81762P102 379,431 4,337,838 SH   SOLE NONE 4,337,838 0 0
SILVER WHEATON CORP COM 828336107 278,591 13,368,090 SH   SOLE NONE 13,368,090 0 0
SINA CORP ORD G81477104 11,556 160,227 SH   SOLE NONE 160,227 0 0
SOUTHWEST AIRLINES CO COM 844741108 139,101 2,587,436 SH   SOLE NONE 2,587,436 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 111,947 3,408,866 SH   SOLE NONE 3,408,866 0 0
TALEND SA - ADR ADS 874224207 17,388 583,869 SH   SOLE NONE 583,869 0 0
TARO PHARMACEUTICAL INDUS SHS M8737E108 19,176 164,428 SH   SOLE NONE 164,428 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 11,607 530,000 SH   SOLE NONE 530,000 0 0
T-MOBILE US INC COM 872590104 372,805 5,771,872 SH   SOLE NONE 5,771,872 0 0
TRIPADVISOR INC COM 896945201 273,965 6,347,670 SH   SOLE NONE 6,347,670 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 121,816 1,724,458 SH   SOLE NONE 1,724,458 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 419,276 4,717,854 SH   SOLE NONE 4,717,854 0 0
WEATHERFORD INTERNATIONAL PL ORD SHS G48833100 1,995 300,000 PRN Call SOLE NONE 300,000 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 12,204 264,668 SH   SOLE NONE 264,668 0 0
ZTO EXPRESS CAYMAN INC-ADR SPONSORED ADR 98980A105 9,722 742,680 SH   SOLE NONE 742,680 0 0