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
ADVANCED MICRO DEVICES INC COM 007903107 29,943 1,622,021 SH   SOLE   1,622,021 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 41,121 300,000 SH Call SOLE   300,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,508 149,619 SH   SOLE   149,619 0 0
ALPHABET INC CAP STK CL C 02079K107 9,807 9,470 SH   SOLE   9,470 0 0
AMAZON COM INC COM 023135106 10,964 7,300 SH   SOLE   7,300 0 0
BANCO MACRO SA SPON ADR B 05961W105 18,207 411,740 SH   SOLE   411,740 0 0
BUNGE LIMITED COM G16962105 54,917 1,027,632 SH   SOLE   1,027,632 0 0
CAMECO CORP COM 13321L108 10,298 908,200 SH   SOLE   908,200 0 0
CARDLYTICS INC COM 14161W105 4,641 428,566 SH   SOLE   428,566 0 0
CATERPILLAR INC DEL COM 149123101 100,125 787,950 SH   SOLE   787,950 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,703 54,118 SH   SOLE   54,118 0 0
DIAMONDBACK ENERGY INC COM 25278X109 15,611 168,400 SH   SOLE   168,400 0 0
DISNEY WALT CO COM DISNEY 254687106 19,189 175,000 SH   SOLE   175,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 20,577 929,830 SH   SOLE   929,830 0 0
FACEBOOK INC CL A 30303M102 30,570 233,200 SH   SOLE   233,200 0 0
FLEX LTD ORD Y2573F102 47,846 6,287,227 SH   SOLE   6,287,227 0 0
GENERAL DYNAMICS CORP COM 369550108 18,504 117,700 SH   SOLE   117,700 0 0
GENERAL ELECTRIC CO COM 369604103 31,510 4,162,500 SH   SOLE   4,162,500 0 0
GILDAN ACTIVEWEAR INC COM 375916103 6,084 200,400 SH   SOLE   200,400 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 2,760 100,100 SH   SOLE   100,100 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 6,318 727,913 SH   SOLE   727,913 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 19,107 100,400 SH   SOLE   100,400 0 0
ICICI BK LTD ADR 45104G104 68,601 6,666,812 SH   SOLE   6,666,812 0 0
INTELSAT S A COM L5140P101 139,210 6,508,178 SH   SOLE   6,508,178 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 50,500 1,322,000 SH   SOLE   1,322,000 0 0
ISHARES TR US AER DEF ETF 464288760 742 4,294 SH   SOLE   4,294 0 0
ISHARES TR U.S. MED DVC ETF 464288810 30,321 151,749 SH   SOLE   151,749 0 0
MARATHON PETE CORP COM 56585A102 44,322 751,100 SH   SOLE   751,100 0 0
MICROSOFT CORP COM 594918104 10,639 104,748 SH   SOLE   104,748 0 0
NORTHROP GRUMMAN CORP COM 666807102 18,453 75,350 SH   SOLE   75,350 0 0
OPERA LTD SPONSORED ADS 68373M107 3,197 575,000 SH   SOLE   575,000 0 0
PARSLEY ENERGY INC CL A 701877102 31,109 1,946,727 SH   SOLE   1,946,727 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 28,384 2,448,977 SH   SOLE   2,448,977 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 64,172 4,932,533 SH   SOLE   4,932,533 0 0
STONECO LTD COM CL A G85158106 68,449 4,046,761 SH   SOLE   4,046,761 0 0
T MOBILE US INC COM 872590104 40,068 629,900 SH   SOLE   629,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,224 89,605 SH   SOLE   89,605 0 0
TELADOC HEALTH INC COM 87918A105 3,718 75,000 SH   SOLE   75,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 21,592 1,633,300 SH   SOLE   1,633,300 0 0
VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 723 21,916 SH   SOLE   21,916 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 26,042 1,050,091 SH   SOLE   1,050,091 0 0
YANDEX N V SHS CLASS A N97284108 15,729 575,099 SH   SOLE   575,099 0 0