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 186,386 948,435 SH   SOLE NONE 948,435 0 0
CELGENE CORP COM 151020104 262,139 3,300,666 SH   SOLE NONE 3,300,666 0 0
GOLDCORP INC COM 380956409 355,562 25,934,466 SH   SOLE NONE 25,934,466 0 0
TAIWAN SEMICONDUCTOR-SP ADR SPONSORED ADR 874039100 99,341 2,717,214 SH   SOLE NONE 2,717,214 0 0
CHECK POINT SOFTWARE TECH ORD M22465104 22,850 233,923 SH   SOLE NONE 233,923 0 0
CIA BRASILEIRA DE DIS-SP PRF SPN ADR PFD CL A 20440T201 209,827 10,501,867 SH   SOLE NONE 10,501,867 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 588,333 7,999,088 SH   SOLE NONE 7,999,088 0 0
AMAZON.COM INC COM 023135106 561,752 330,481 SH   SOLE NONE 330,481 0 0
FACEBOOK INC-A CL A 30303M102 619,951 3,190,362 SH   SOLE NONE 3,190,362 0 0
NEWMONT MINING CORP COM 651639106 473,338 12,552,053 SH   SOLE NONE 12,552,053 0 0
NOBLE ENERGY INC COM 655044105 380,484 10,784,697 SH   SOLE NONE 10,784,697 0 0
CONCHO RESOURCES INC COM 20605P101 323,861 2,340,881 SH   SOLE NONE 2,340,881 0 0
EOG RESOURCES INC COM 26875P101 539,091 4,332,485 SH   SOLE NONE 4,332,485 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 568,071 3,001,855 SH   SOLE NONE 3,001,855 0 0
YY INC-ADR ADS REPCOM CLA 98426T106 17,567 174,850 SH   SOLE NONE 174,850 0 0
T-MOBILE US INC COM 872590104 384,983 6,443,223 SH   SOLE NONE 6,443,223 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 187,610 1,416,456 SH   SOLE NONE 1,416,456 0 0
MERCADOLIBRE INC COM 58733R102 609,606 2,039,293 SH   SOLE NONE 2,039,293 0 0
SERVICENOW INC COM 81762P102 232,525 1,348,208 SH   SOLE NONE 1,348,208 0 0
CARRIZO OIL & GAS INC COM 144577103 25,021 898,407 SH   SOLE NONE 898,407 0 0
CRESUD S.A.-SPONS ADR SPONSORED ADR 226406106 10,966 739,964 SH   SOLE NONE 739,964 0 0
GRUBHUB INC COM 400110102 188,997 1,801,511 SH   SOLE NONE 1,801,511 0 0
PDC ENERGY INC COM 69327R101 14,508 240,000 SH   SOLE NONE 240,000 0 0
MUELLER INDUSTRIES INC COM 624756102 13,575 460,000 SH   SOLE NONE 460,000 0 0
DARLING INGREDIENTS INC COM 237266101 9,306 468,101 SH   SOLE NONE 468,101 0 0
58.COM INC-ADR SPON ADR REP A 31680Q104 420,652 6,066,518 SH   SOLE NONE 6,066,518 0 0
GRUPO SUPERVIELLE SA-SP ADR SPONSORED ADR 40054A108 24,501 2,315,779 SH   SOLE NONE 2,315,779 0 0
LINE CORP-SPONSORED ADR SPONSORED ADR 53567X101 47,282 1,151,246 SH   SOLE NONE 1,151,246 0 0
TALEND SA - ADR ADS 874224207 29,712 477,067 SH   SOLE NONE 477,067 0 0
HALLIBURTON CO COM 406216101 18,700 415,000 SH   SOLE NONE 415,000 0 0
RPC INC COM 749660106 6,848 470,000 SH   SOLE NONE 470,000 0 0
BANK OF AMERICA CORP COM 060505104 241,073 8,551,730 SH   SOLE NONE 8,551,730 0 0
MASTEC INC COM 576323109 9,135 180,000 SH   SOLE NONE 180,000 0 0
ALCOA CORP COM 013817101 15,236 325,000 SH   SOLE NONE 325,000 0 0
BANCO MACRO SA-ADR SPON ADR B 05961W105 160,490 2,729,891 SH   SOLE NONE 2,729,891 0 0
PARSLEY ENERGY INC-CLASS A CL A 701877102 11,355 375,000 SH   SOLE NONE 375,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 434,326 5,690,860 SH   SOLE NONE 5,690,860 0 0
TECK RESOURCES LTD-CLS B CL B 878742204 6,611 259,783 SH   SOLE NONE 259,783 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 19,838 675,000 SH   SOLE NONE 675,000 0 0
BITAUTO HOLDINGS LTD-ADR SPONSORED ADS 091727107 3,079 129,462 SH   SOLE NONE 129,462 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 294,382 13,344,622 SH   SOLE NONE 13,344,622 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 174,553 4,784,897 SH   SOLE NONE 4,784,897 0 0
GRUPO FINANCIERO GALICIA-ADR SP ADR 10 SH B 399909100 158,772 4,814,185 SH   SOLE NONE 4,814,185 0 0
ARCOS DORADOS HOLDINGS INC-A SHS CLASS -A - G0457F107 6,978 1,004,058 SH   SOLE NONE 1,004,058 0 0
SM ENERGY CO COM 78454L100 29,381 1,143,664 SH   SOLE NONE 1,143,664 0 0
VIPSHOP HOLDINGS LTD - ADR SPONSORED ADR 92763W103 59,788 5,510,418 SH   SOLE NONE 5,510,418 0 0
CIMAREX ENERGY CO COM 171798101 13,430 132,000 SH   SOLE NONE 132,000 0 0
PAMPA ENERGIA SA-SPON ADR SPONS ADR LVL I 697660207 105,227 2,941,761 SH   SOLE NONE 2,941,761 0 0
QIAGEN N.V. SHS NEW N72482123 86,575 2,394,231 SH   SOLE NONE 2,394,231 0 0
YANDEX NV-A SHS CLASS A N97284108 306,721 8,543,751 SH   SOLE NONE 8,543,751 0 0
MARATHON PETROLEUM CORP COM 56585A102 21,399 305,000 SH   SOLE NONE 305,000 0 0
BRISTOW GROUP INC COM 110394103 16,227 1,150,000 SH   SOLE NONE 1,150,000 0 0
INCYTE CORP COM 45337C102 73,440 1,096,114 SH   SOLE NONE 1,096,114 0 0
STRYKER CORP COM 863667101 269,763 1,597,556 SH   SOLE NONE 1,597,556 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 307,024 641,665 SH   SOLE NONE 641,665 0 0
PTC INC COM 69370C100 265,475 2,829,925 SH   SOLE NONE 2,829,925 0 0
LOMA NEGRA CIA IND-SPON ADR SPONSORED ADS 54150E104 13,078 1,274,676 SH   SOLE NONE 1,274,676 0 0
PROPETRO HOLDING CORP COM 74347M108 14,896 950,000 SH   SOLE NONE 950,000 0 0
WAYFAIR INC- CLASS A CL A 94419L101 332,350 2,798,499 SH   SOLE NONE 2,798,499 0 0
TRANSPORTADOR GAS SUR-SP B SPON ADR B 893870204 8,517 701,552 SH   SOLE NONE 701,552 0 0
SHOPIFY INC - CLASS A CL A 82509L107 249,409 1,709,569 SH   SOLE NONE 1,709,569 0 0
CLOVIS ONCOLOGY INC COM 189464100 69,180 1,521,440 SH   SOLE NONE 1,521,440 0 0
ELECTRONIC ARTS INC COM 285512109 272,994 1,935,852 SH   SOLE NONE 1,935,852 0 0
SPIRIT AIRLINES INC COM 848577102 8,426 231,793 SH   SOLE NONE 231,793 0 0
ALBEMARLE CORP COM 012653101 123,794 1,312,352 SH   SOLE NONE 1,312,352 0 0
CVS HEALTH CORP COM 126650100 172,614 2,682,423 SH   SOLE NONE 2,682,423 0 0
NUTRIEN LTD COM 67077M108 245,107 4,507,298 SH   SOLE NONE 4,507,298 0 0
COSTCO WHOLESALE CORP COM 22160K105 205,249 982,146 SH   SOLE NONE 982,146 0 0
BANCO SANTANDER MEXICO -ADR SPONSORED ADR B 05969B103 19,909 2,975,900 SH   SOLE NONE 2,975,900 0 0
RESOLUTE ENERGY CORP COM NEW 76116A306 16,848 540,000 SH   SOLE NONE 540,000 0 0
CHEMOCENTRYX INC COM 16383L106 13,514 1,026,137 SH   SOLE NONE 1,026,137 0 0
GEOPARK LTD USD SHS G38327105 14,361 695,803 SH   SOLE NONE 695,803 0 0
AGNICO EAGLE MINES LTD COM 008474108 222,988 4,865,536 SH   SOLE NONE 4,865,536 0 0
BOOKING HOLDINGS INC COM 09857L108 201,412 99,360 SH   SOLE NONE 99,360 0 0
MONDELEZ INTERNATIONAL INC-A CL A 609207105 3,099 75,590 SH   SOLE NONE 75,590 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 202,220 1,201,974 SH   SOLE NONE 1,201,974 0 0
REGENXBIO INC COM 75901B107 5,597 78,001 SH   SOLE NONE 78,001 0 0
ZUORA INC - CLASS A COM CL A 98983V106 3,253 119,600 SH   SOLE NONE 119,600 0 0
CLOUDERA INC COM 18914U100 33,467 2,453,579 SH   SOLE NONE 2,453,579 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 17,990 1,000,000 SH   SOLE NONE 1,000,000 0 0
PHILLIPS 66 COM 718546104 10,108 90,000 SH   SOLE NONE 90,000 0 0
CARA THERAPEUTICS INC COM 140755109 11,572 604,272 SH   SOLE NONE 604,272 0 0
CONSTELLATION BRANDS INC-A CL A 21036P108 238,011 1,087,452 SH   SOLE NONE 1,087,452 0 0
STEEL DYNAMICS INC COM 858119100 6,883 149,793 SH   SOLE NONE 149,793 0 0
BECTON DICKINSON AND CO COM 075887109 121,632 507,732 SH   SOLE NONE 507,732 0 0
CARRIZO OIL & GAS INC COM 144577103 2,785 100,000 PRN Put SOLE NONE 100,000 0 0
PDC ENERGY INC COM 69327R101 6,045 100,000 PRN Call SOLE NONE 100,000 0 0
SM ENERGY CO COM 78454L100 7,707 300,000 PRN Call SOLE NONE 300,000 0 0
SM ENERGY CO COM 78454L100 7,707 300,000 PRN Put SOLE NONE 300,000 0 0