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
MASTERCARD INC - A CL A 57636Q104 203,964 1,164,446 SH   SOLE NONE 1,164,446 0 0
CELGENE CORP COM 151020104 292,222 3,275,666 SH   SOLE NONE 3,275,666 0 0
GOLDCORP INC COM 380956409 357,552 25,872,066 SH   SOLE NONE 25,872,066 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 105,192 2,403,839 SH   SOLE NONE 2,403,839 0 0
CHECK POINT SOFTWARE TECH ORD M22465104 37,116 373,629 SH   SOLE NONE 373,629 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 210,709 10,431,142 SH   SOLE NONE 10,431,142 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 621,690 8,572,670 SH   SOLE NONE 8,572,670 0 0
ROYAL GOLD INC COM 780287108 8,329 97,000 SH   SOLE NONE 97,000 0 0
LAS VEGAS SANDS CORP COM 517834107 19,055 265,015 SH   SOLE NONE 265,015 0 0
AMAZON.COM INC COM 023135106 654,748 452,380 SH   SOLE NONE 452,380 0 0
FACEBOOK INC-A CL A 30303M102 807,222 5,051,767 SH   SOLE NONE 5,051,767 0 0
NEWMONT MINING CORP COM 651639106 502,259 12,855,353 SH   SOLE NONE 12,855,353 0 0
NOBLE ENERGY INC COM 655044105 344,711 11,376,596 SH   SOLE NONE 11,376,596 0 0
CONCHO RESOURCES INC COM 20605P101 362,428 2,410,885 SH   SOLE NONE 2,410,885 0 0
EOG RESOURCES INC COM 26875P101 471,027 4,474,462 SH   SOLE NONE 4,474,462 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 532,257 3,098,480 SH   SOLE NONE 3,098,480 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 19,871 188,885 SH   SOLE NONE 188,885 0 0
NUCOR CORP COM 670346105 8,553 140,000 SH   SOLE NONE 140,000 0 0
JD.COM INC-ADR SPON ADR CL A 47215P106 29,576 730,455 SH   SOLE NONE 730,455 0 0
T-MOBILE US INC COM 872590104 367,115 6,014,342 SH   SOLE NONE 6,014,342 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 206,090 1,722,869 SH   SOLE NONE 1,722,869 0 0
MERCADOLIBRE INC COM 58733R102 654,201 1,835,631 SH   SOLE NONE 1,835,631 0 0
SERVICENOW INC COM 81762P102 390,972 2,363,083 SH   SOLE NONE 2,363,083 0 0
CARRIZO OIL & GAS INC COM 144577103 16,000 1,000,000 SH   SOLE NONE 1,000,000 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 16,806 834,035 SH   SOLE NONE 834,035 0 0
GRUBHUB INC COM 400110102 345,394 3,403,905 SH   SOLE NONE 3,403,905 0 0
PDC ENERGY INC COM 69327R101 13,483 275,000 SH   SOLE NONE 275,000 0 0
MUELLER INDUSTRIES INC COM 624756102 12,034 460,000 SH   SOLE NONE 460,000 0 0
DARLING INGREDIENTS INC COM 237266101 8,304 480,000 SH   SOLE NONE 480,000 0 0
58.COM INC-ADR SPON ADR REP A 31680Q104 461,132 5,774,253 SH   SOLE NONE 5,774,253 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 74,480 2,454,830 SH   SOLE NONE 2,454,830 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 58,391 1,496,824 SH   SOLE NONE 1,496,824 0 0
CEMEX SAB-SPONS ADR PART CER SPON ADR NEW 151290889 2,757 416,412 SH   SOLE NONE 416,412 0 0
TALEND SA - ADR ADS 874224207 32,585 677,156 SH   SOLE NONE 677,156 0 0
HALLIBURTON CO COM 406216101 19,480 415,000 SH   SOLE NONE 415,000 0 0
RPC INC COM 749660106 9,015 500,000 SH   SOLE NONE 500,000 0 0
BANK OF AMERICA CORP COM 060505104 189,271 6,311,145 SH   SOLE NONE 6,311,145 0 0
MASTEC INC COM 576323109 8,469 180,000 SH   SOLE NONE 180,000 0 0
ALCOA CORP COM 013817101 11,240 250,000 SH   SOLE NONE 250,000 0 0
BANCO MACRO SA-ADR SPON ADR B 05961W105 295,996 2,741,466 SH   SOLE NONE 2,741,466 0 0
PARSLEY ENERGY INC-CLASS A CL A 701877102 13,046 450,000 SH   SOLE NONE 450,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 448,666 6,650,844 SH   SOLE NONE 6,650,844 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 9,472 400,000 SH   SOLE NONE 400,000 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 7,470 290,000 SH   SOLE NONE 290,000 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 16,874 550,000 SH   SOLE NONE 550,000 0 0
BITAUTO HOLDINGS LTD-ADR SPONSORED ADS 091727107 46,984 2,221,448 SH   SOLE NONE 2,221,448 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 269,736 13,241,822 SH   SOLE NONE 13,241,822 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 162,157 4,746,997 SH   SOLE NONE 4,746,997 0 0
GRUPO FINANCIERO GALICIA-ADR SP ADR 10 SH B 399909100 314,016 4,775,185 SH   SOLE NONE 4,775,185 0 0
ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 10,595 1,157,945 SH   SOLE NONE 1,157,945 0 0
SM ENERGY CO COM 78454L100 85,168 4,723,679 SH   SOLE NONE 4,723,679 0 0
CIMAREX ENERGY CO COM 171798101 12,342 132,000 SH   SOLE NONE 132,000 0 0
SPLUNK INC COM 848637104 136,072 1,382,989 SH   SOLE NONE 1,382,989 0 0
PAMPA ENERGIA SA-SPON ADR SPONS ADR LVL I 697660207 182,754 3,066,345 SH   SOLE NONE 3,066,345 0 0
APPLE INC COM 037833100 342,755 2,042,883 SH   SOLE NONE 2,042,883 0 0
QIAGEN N.V. SHS NEW N72482123 55,550 1,719,291 SH   SOLE NONE 1,719,291 0 0
WELLS FARGO & CO COM 949746101 285,772 5,452,616 SH   SOLE NONE 5,452,616 0 0
YANDEX NV-A SHS CLASS A N97284108 273,878 6,942,417 SH   SOLE NONE 6,942,417 0 0
MARATHON PETROLEUM CORP COM 56585A102 25,589 350,000 SH   SOLE NONE 350,000 0 0
SEA LTD-ADR ADR 81141R100 21,659 1,921,816 SH   SOLE NONE 1,921,816 0 0
BRISTOW GROUP INC COM 110394103 14,950 1,150,000 SH   SOLE NONE 1,150,000 0 0
INCYTE CORP COM 45337C102 90,614 1,087,414 SH   SOLE NONE 1,087,414 0 0
STRYKER CORP COM 863667101 257,451 1,599,867 SH   SOLE NONE 1,599,867 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 299,079 724,461 SH   SOLE NONE 724,461 0 0
PTC INC COM 69370C100 267,272 3,426,127 SH   SOLE NONE 3,426,127 0 0
LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 25,787 1,209,538 SH   SOLE NONE 1,209,538 0 0
PROPETRO HOLDING CORP COM 74347M108 15,096 950,000 SH   SOLE NONE 950,000 0 0
WAYFAIR INC- CLASS A CL A 94419L101 179,758 2,661,902 SH   SOLE NONE 2,661,902 0 0
TRANSPORTADOR GAS SUR-SP B SPON ADR B 893870204 14,496 712,677 SH   SOLE NONE 712,677 0 0
SHOPIFY INC - CLASS A CL A 82509L107 181,068 1,453,311 SH   SOLE NONE 1,453,311 0 0
CLOVIS ONCOLOGY INC COM 189464100 79,704 1,509,540 SH   SOLE NONE 1,509,540 0 0
NETFLIX INC COM 64110L106 203,367 688,562 SH   SOLE NONE 688,562 0 0
ELECTRONIC ARTS INC COM 285512109 288,674 2,381,013 SH   SOLE NONE 2,381,013 0 0
SPIRIT AIRLINES INC COM 848577102 11,770 311,542 SH   SOLE NONE 311,542 0 0
ALBEMARLE CORP COM 012653101 113,591 1,224,830 SH   SOLE NONE 1,224,830 0 0
CVS HEALTH CORP COM 126650100 165,735 2,664,123 SH   SOLE NONE 2,664,123 0 0
NUTRIEN LTD COM 67077M108 238,252 5,041,303 SH   SOLE NONE 5,041,303 0 0
COSTCO WHOLESALE CORP COM 22160K105 169,704 900,621 SH   SOLE NONE 900,621 0 0
PAGSEGURO DIGITAL LTD-CL A COM CL A G68707101 9,032 235,710 SH   SOLE NONE 235,710 0 0
BANCO SANTANDER MEXICO -ADR SPONSORED ADR B 05969B103 32,952 4,595,857 SH   SOLE NONE 4,595,857 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 18,711 540,000 SH   SOLE NONE 540,000 0 0
CHEMOCENTRYX INC COM 16383L106 5,305 390,097 SH   SOLE NONE 390,097 0 0
GEOPARK LTD USD SHS G38327105 8,658 698,200 SH   SOLE NONE 698,200 0 0
DROPBOX INC-CLASS A CL A 26210C104 7,111 227,556 SH   SOLE NONE 227,556 0 0
CONCHO RESOURCES INC COM 20605P101 7,517 50,000 PRN Call SOLE NONE 50,000 0 0
CONCHO RESOURCES INC COM 20605P101 12,026 80,000 PRN Put SOLE NONE 80,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 6,041 100,000 PRN Call SOLE NONE 100,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 12,082 200,000 PRN Put SOLE NONE 200,000 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 17,178 100,000 PRN Put SOLE NONE 100,000 0 0