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
BAIDU INC - SPON ADR SPON ADR REP A 056752108 20,750 88,594 SH   SOLE NONE 88,594 0 0
MASTERCARD INC - A CL A 57636Q104 216,177 1,428,230 SH   SOLE NONE 1,428,230 0 0
POTASH CORP OF SASKATCHEWAN COM 73755L107 255,553 12,375,430 SH   SOLE NONE 12,375,430 0 0
CELGENE CORP COM 151020104 609,795 5,843,187 SH   SOLE NONE 5,843,187 0 0
GOLDCORP INC COM 380956409 383,295 30,015,252 SH   SOLE NONE 30,015,252 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 138,183 3,485,066 SH   SOLE NONE 3,485,066 0 0
CHECK POINT SOFTWARE TECH ORD M22465104 39,430 380,529 SH   SOLE NONE 380,529 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 252,339 10,705,919 SH   SOLE NONE 10,705,919 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 736,608 10,439,455 SH   SOLE NONE 10,439,455 0 0
ROYAL GOLD INC COM 780287108 11,250 137,000 SH   SOLE NONE 137,000 0 0
LAS VEGAS SANDS CORP COM 517834107 46,548 669,858 SH   SOLE NONE 669,858 0 0
AMAZON.COM INC COM 023135106 670,237 573,112 SH   SOLE NONE 573,112 0 0
TRIPADVISOR INC COM 896945201 6,037 175,193 SH   SOLE NONE 175,193 0 0
FACEBOOK INC-A CL A 30303M102 961,370 5,448,088 SH   SOLE NONE 5,448,088 0 0
NEWMONT MINING CORP COM 651639106 570,358 15,201,429 SH   SOLE NONE 15,201,429 0 0
NOBLE ENERGY INC COM 655044105 401,545 13,779,839 SH   SOLE NONE 13,779,839 0 0
GRUPO FIN SANTANDER-ADR B SPON ADR SHS B 40053C105 35,547 4,862,740 SH   SOLE NONE 4,862,740 0 0
CONCHO RESOURCES INC COM 20605P101 433,437 2,885,346 SH   SOLE NONE 2,885,346 0 0
EOG RESOURCES INC COM 26875P101 607,884 5,633,250 SH   SOLE NONE 5,633,250 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 663,140 3,836,504 SH   SOLE NONE 3,836,504 0 0
METHANEX CORP COM 59151K108 21,193 350,000 SH   SOLE NONE 350,000 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 6,755 59,751 SH   SOLE NONE 59,751 0 0
OASIS PETROLEUM INC COM 674215108 10,513 1,250,000 SH   SOLE NONE 1,250,000 0 0
NUCOR CORP COM 670346105 11,444 180,000 SH   SOLE NONE 180,000 0 0
T-MOBILE US INC COM 872590104 375,118 5,906,436 SH   SOLE NONE 5,906,436 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 215,387 1,889,031 SH   SOLE NONE 1,889,031 0 0
MERCADOLIBRE INC COM 58733R102 723,895 2,300,564 SH   SOLE NONE 2,300,564 0 0
SERVICENOW INC COM 81762P102 523,262 4,013,056 SH   SOLE NONE 4,013,056 0 0
CARRIZO OIL & GAS INC COM 144577103 9,576 450,000 SH   SOLE NONE 450,000 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 12,517 566,622 SH   SOLE NONE 566,622 0 0
GRUBHUB INC COM 400110102 374,046 5,209,561 SH   SOLE NONE 5,209,561 0 0
PDC ENERGY INC COM 69327R101 13,916 270,000 SH   SOLE NONE 270,000 0 0
MUELLER INDUSTRIES INC COM 624756102 12,046 340,000 SH   SOLE NONE 340,000 0 0
DARLING INGREDIENTS INC COM 237266101 9,337 515,000 SH   SOLE NONE 515,000 0 0
58.COM INC-ADR SPON ADR REP A 31680Q104 373,494 5,218,580 SH   SOLE NONE 5,218,580 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 75,904 2,588,823 SH   SOLE NONE 2,588,823 0 0
LIBERTY GLOBAL PLC LILAC - A SHS CL A G5480U138 11,435 567,473 SH   SOLE NONE 567,473 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 58,117 1,417,824 SH   SOLE NONE 1,417,824 0 0
CEMEX SAB-SPONS ADR PART CER SPON ADR NEW 151290889 199,854 26,647,168 SH   SOLE NONE 26,647,168 0 0
TALEND SA - ADR ADS 874224207 32,959 879,369 SH   SOLE NONE 879,369 0 0
HALLIBURTON CO COM 406216101 28,100 575,000 SH   SOLE NONE 575,000 0 0
RPC INC COM 749660106 10,978 430,000 SH   SOLE NONE 430,000 0 0
BANK OF AMERICA CORP COM 060505104 161,441 5,468,882 SH   SOLE NONE 5,468,882 0 0
MASTEC INC COM 576323109 10,769 220,000 SH   SOLE NONE 220,000 0 0
ALCOA CORP COM 013817101 18,316 340,000 SH   SOLE NONE 340,000 0 0
BANCO MACRO SA-ADR SPON ADR B 05961W105 326,760 2,819,816 SH   SOLE NONE 2,819,816 0 0
PARSLEY ENERGY INC-CLASS A CL A 701877102 10,304 350,000 SH   SOLE NONE 350,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 421,922 6,663,325 SH   SOLE NONE 6,663,325 0 0
CNX RESOURCES CORP COM 20854P109 9,363 640,000 SH   SOLE NONE 640,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 12,794 530,000 SH   SOLE NONE 530,000 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 11,777 450,000 SH   SOLE NONE 450,000 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 22,733 670,000 SH   SOLE NONE 670,000 0 0
BITAUTO HOLDINGS LTD-ADR SPONSORED ADS 091727107 104,095 3,273,424 SH   SOLE NONE 3,273,424 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 345,370 15,606,412 SH   SOLE NONE 15,606,412 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 149,650 4,066,573 SH   SOLE NONE 4,066,573 0 0
GRUPO FINANCIERO GALICIA-ADR SP ADR 10 SH B 399909100 330,586 5,020,292 SH   SOLE NONE 5,020,292 0 0
ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 11,985 1,157,945 SH   SOLE NONE 1,157,945 0 0
SM ENERGY CO COM 78454L100 130,614 5,915,504 SH   SOLE NONE 5,915,504 0 0
VIPSHOP HOLDINGS LTD - ADR SPONSORED ADR 92763W103 16,853 1,437,985 SH   SOLE NONE 1,437,985 0 0
CIMAREX ENERGY CO COM 171798101 22,572 185,000 SH   SOLE NONE 185,000 0 0
SPLUNK INC COM 848637104 240,785 2,906,627 SH   SOLE NONE 2,906,627 0 0
DESPEGAR.COM CORP ORD SHS G27358103 6,186 225,125 SH   SOLE NONE 225,125 0 0
PAMPA ENERGIA SA-SPON ADR SPONS ADR LVL I 697660207 152,280 2,263,381 SH   SOLE NONE 2,263,381 0 0
APPLE INC COM 037833100 418,630 2,473,735 SH   SOLE NONE 2,473,735 0 0
QIAGEN N.V. SHS NEW N72482123 43,967 1,421,512 SH   SOLE NONE 1,421,512 0 0
NATIONAL OILWELL VARCO INC COM 637071101 901 25,000 SH   SOLE NONE 25,000 0 0
WELLS FARGO & CO COM 949746101 364,208 6,003,095 SH   SOLE NONE 6,003,095 0 0
YANDEX NV-A SHS CLASS A N97284108 226,754 6,923,774 SH   SOLE NONE 6,923,774 0 0
MARATHON PETROLEUM CORP COM 56585A102 25,732 390,000 SH   SOLE NONE 390,000 0 0
SEA LTD-ADR ADR 81141R100 29,021 2,177,105 SH   SOLE NONE 2,177,105 0 0
BRISTOW GROUP INC COM 110394103 14,144 1,050,000 SH   SOLE NONE 1,050,000 0 0
INCYTE CORP COM 45337C102 91,785 969,115 SH   SOLE NONE 969,115 0 0
STRYKER CORP COM 863667101 181,330 1,171,078 SH   SOLE NONE 1,171,078 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 217,872 597,009 SH   SOLE NONE 597,009 0 0
PTC INC COM 69370C100 231,468 3,808,915 SH   SOLE NONE 3,808,915 0 0
LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 25,598 1,111,019 SH   SOLE NONE 1,111,019 0 0
PROPETRO HOLDING CORP COM 74347M108 10,080 500,000 SH   SOLE NONE 500,000 0 0
WAYFAIR INC- CLASS A CL A 94419L101 64,692 805,932 SH   SOLE NONE 805,932 0 0
SYNCHRONY FINANCIAL COM 87165B103 210,073 5,440,900 SH   SOLE NONE 5,440,900 0 0
TRANSPORTADOR GAS SUR-SP B SPON ADR B 893870204 11,512 517,881 SH   SOLE NONE 517,881 0 0
SHOPIFY INC - CLASS A CL A 82509L107 42,780 423,561 SH   SOLE NONE 423,561 0 0
CLOVIS ONCOLOGY INC COM 189464100 89,819 1,320,864 SH   SOLE NONE 1,320,864 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 17,285 100,000 PRN Put SOLE NONE 100,000 0 0
NOBLE ENERGY INC COM 655044105 5,828 200,000 PRN Call SOLE NONE 200,000 0 0
NOBLE ENERGY INC COM 655044105 5,828 200,000 PRN Put SOLE NONE 200,000 0 0
TESLA INC COM 88160R101 9,341 30,000 PRN Put SOLE NONE 30,000 0 0
SM ENERGY CO COM 78454L100 6,624 300,000 PRN Call SOLE NONE 300,000 0 0
NVIDIA CORP COM 67066G104 3,870 20,000 PRN Put SOLE NONE 20,000 0 0
TESLA INC COM 88160R101 6,227 20,000 PRN Put SOLE NONE 20,000 0 0
NVIDIA CORP COM 67066G104 3,870 20,000 PRN Put SOLE NONE 20,000 0 0