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 SPON ADR REP A 31680Q104 207,969 3,166,395 SH   SOLE NONE 3,166,395 0 0
ACTIVISION BLIZZARD INC COM 00507V109 141,162 3,100,407 SH   SOLE NONE 3,100,407 0 0
AFFIMED NV COM N01045108 8,986 2,139,493 SH   SOLE NONE 2,139,493 0 0
AGNICO EAGLE MINES LTD COM 008474108 110,240 2,534,258 SH   SOLE NONE 2,534,258 0 0
ALBEMARLE CORP COM 012653101 6,495 79,222 SH   SOLE NONE 79,222 0 0
ALCOA CORP COM 013872106 8,023 284,892 SH   SOLE NONE 284,892 0 0
ALPHABET INC CAP STK CL A 02079K305 475,920 404,388 SH   SOLE NONE 404,388 0 0
ANTHEM INC COM 036752103 337,048 1,174,465 SH   SOLE NONE 1,174,465 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 6,936 967,376 SH   SOLE NONE 967,376 0 0
BANCO MACRO SA SPON ADR B 05961W105 11,219 245,171 SH   SOLE NONE 245,171 0 0
BAXTER INTERNATIONAL INC COM 071813109 153,585 1,888,887 SH   SOLE NONE 1,888,887 0 0
BECTON DICKINSON AND CO COM 075887109 289,188 1,158,003 SH   SOLE NONE 1,158,003 0 0
BELMOND LTD CL A G1154H107 13,420 538,305 SH   SOLE NONE 538,305 0 0
BITAUTO HOLDINGS LTD SPONSORED ADS 091727107 15,720 987,412 SH   SOLE NONE 987,412 0 0
BOOKING HOLDINGS INC COM 09857L108 308,017 176,523 SH   SOLE NONE 176,523 0 0
BRISTOW GROUP INC COM 110394103 167 150,000 SH   SOLE NONE 150,000 0 0
CARA THERAPEUTICS INC COM 140755109 8,514 433,967 SH   SOLE NONE 433,967 0 0
CARRIZO OIL & GAS INC COM 144577103 6,422 514,965 SH   SOLE NONE 514,965 0 0
CHEMOCENTRYX INC COM 16383L106 27,303 1,965,639 SH   SOLE NONE 1,965,639 0 0
CIMAREX ENERGY CO COM 171798101 11,199 160,212 SH   SOLE NONE 160,212 0 0
CLOUDERA INC COM 18914U100 44,293 4,048,747 SH   SOLE NONE 4,048,747 0 0
CONAGRA BRANDS INC COM 205887102 29,113 1,049,500 PRN Put SOLE NONE 1,049,500 0 0
CONAGRA BRANDS INC COM 205887102 8,893 320,600 PRN Put SOLE NONE 320,600 0 0
CONCHO RESOURCES INC COM 20605P101 32,900 296,506 SH   SOLE NONE 296,506 0 0
CONSTELLATION BRANDS INC CL A 21036P108 356,268 2,031,985 SH   SOLE NONE 2,031,985 0 0
COSTCO WHOLESALE CORP COM 22160K105 231,020 954,075 SH   SOLE NONE 954,075 0 0
CRESUD S.A. SPONSORED ADR 226406106 6,142 529,948 SH   SOLE NONE 529,948 0 0
DARLING INGREDIENTS INC COM 237266101 10,134 468,101 SH   SOLE NONE 468,101 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 185,715 5,790,920 SH   SOLE NONE 5,790,920 0 0
ELECTRONIC ARTS INC COM 285512109 182,997 1,800,615 SH   SOLE NONE 1,800,615 0 0
EOG RESOURCES INC COM 26875P101 51,694 543,118 SH   SOLE NONE 543,118 0 0
EXXON MOBIL CORP COM 30231G102 15,576 192,774 SH   SOLE NONE 192,774 0 0
FACEBOOK INC CL A 30303M102 538,365 3,229,736 SH   SOLE NONE 3,229,736 0 0
FLOOR & DECOR HOLDINGS INC CL A 339750101 804 19,508 SH   SOLE NONE 19,508 0 0
GARDNER DENVER HOLDINGS INC COM 36555P107 8,833 317,637 SH   SOLE NONE 317,637 0 0
GEOPARK LTD USD SHS G38327105 7,565 437,562 SH   SOLE NONE 437,562 0 0
GODADDY INC CL A 380237107 193,141 2,568,706 SH   SOLE NONE 2,568,706 0 0
GOLDCORP INC COM 380956409 119,233 10,422,482 SH   SOLE NONE 10,422,482 0 0
GRAFTECH INTERNATIONAL LTD COM 384313508 7,398 578,412 SH   SOLE NONE 578,412 0 0
GRUBHUB INC COM 400110102 229,344 3,301,338 SH   SOLE NONE 3,301,338 0 0
GRUPO SUPERVIELLE SA SPONSORED ADR 40054A108 9,304 1,530,235 SH   SOLE NONE 1,530,235 0 0
HALLIBURTON CO COM 406216101 8,699 296,893 SH   SOLE NONE 296,893 0 0
ILLUMINA INC COM 452327109 134,535 433,019 SH   SOLE NONE 433,019 0 0
INFLARX NV COM N44821101 404 10,688 SH   SOLE NONE 10,688 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 477,328 6,269,079 SH   SOLE NONE 6,269,079 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 153,737 269,440 SH   SOLE NONE 269,440 0 0
JD.COM INC SPON ADR CL A 47215P106 291,872 9,680,672 SH   SOLE NONE 9,680,672 0 0
LINE CORP SPONSORED ADR 53567X101 26,785 760,727 SH   SOLE NONE 760,727 0 0
LOMA NEGRA CORP SPONSORED ADS 54150E104 11,028 1,007,100 SH   SOLE NONE 1,007,100 0 0
MARATHON PETROLEUM CORP COM 56585A102 10,790 180,288 SH   SOLE NONE 180,288 0 0
MASTEC INC COM 576323109 6,432 133,727 SH   SOLE NONE 133,727 0 0
MASTERCARD INC CL A 57636Q104 215,004 913,160 SH   SOLE NONE 913,160 0 0
MCCORMICK & CO INC. COM NON VTG 579780206 12,578 83,500 PRN Put SOLE NONE 83,500 0 0
MEDTRONIC PLC SHS G5960L103 136,641 1,500,232 SH   SOLE NONE 1,500,232 0 0
MERCADOLIBRE INC COM 58733R102 219,120 431,567 SH   SOLE NONE 431,567 0 0
MERCK & CO. INC. COM 58933Y105 159,922 1,922,838 SH   SOLE NONE 1,922,838 0 0
MICROSOFT CORP COM 594918104 96,844 821,130 SH   SOLE NONE 821,130 0 0
MUELLER INDUSTRIES INC COM 624756102 12,172 388,395 SH   SOLE NONE 388,395 0 0
NATIONAL OILWELL VARCO INC COM 637071101 666 25,000 SH   SOLE NONE 25,000 0 0
NEWMONT MINING CORP COM 651639106 219,806 6,144,987 SH   SOLE NONE 6,144,987 0 0
NIKE INC CL B 654106103 408 4,845 SH   SOLE NONE 4,845 0 0
NOBLE ENERGY INC COM 655044105 21,835 882,919 SH   SOLE NONE 882,919 0 0
NUTRIEN LTD COM 67077M108 10,398 197,077 SH   SOLE NONE 197,077 0 0
ORCHARD THERAPEUTICS PLC ADS 68570P101 581 32,492 SH   SOLE NONE 32,492 0 0
PARSLEY ENERGY INC CL A 701877102 5,399 279,735 SH   SOLE NONE 279,735 0 0
PAYPAL HOLDINGS INC COM 70450Y103 109,079 1,050,449 SH   SOLE NONE 1,050,449 0 0
PDC ENERGY INC COM 69327R101 8,195 201,456 SH   SOLE NONE 201,456 0 0
PHILLIPS 66 COM 718546104 8,258 86,771 SH   SOLE NONE 86,771 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 80,889 531,187 SH   SOLE NONE 531,187 0 0
PROPETRO HOLDING CORP COM 74347M108 7,764 344,437 SH   SOLE NONE 344,437 0 0
PROQR THERAPEUTICS NV SHS EURO N71542109 477 34,377 SH   SOLE NONE 34,377 0 0
PTC INC COM 69370C100 170,884 1,853,807 SH   SOLE NONE 1,853,807 0 0
QIAGEN N.V. SHS NEW N72482123 3,262 80,191 SH   SOLE NONE 80,191 0 0
REGENXBIO INC COM 75901B107 36,632 639,195 SH   SOLE NONE 639,195 0 0
RPC INC COM 749660106 2,823 247,412 SH   SOLE NONE 247,412 0 0
SEADRILL LTD COM G7998G106 116 14,000 SH   SOLE NONE 14,000 0 0
SM ENERGY CO COM 78454L100 4,958 283,482 SH   SOLE NONE 283,482 0 0
SOUTHWEST AIRLINES CO COM 844741108 30,367 585,000 PRN Call SOLE NONE 585,000 0 0
SPIRIT AIRLINES INC COM 848577102 140,529 2,658,513 SH   SOLE NONE 2,658,513 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 140,215 1,010,191 SH   SOLE NONE 1,010,191 0 0
STEEL DYNAMICS INC COM 858119100 5,888 166,938 SH   SOLE NONE 166,938 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADR 874039100 84,198 2,055,604 SH   SOLE NONE 2,055,604 0 0
TECK RESOURCES LTD CL B 878742204 6,022 259,783 SH   SOLE NONE 259,783 0 0
TIFFANY & CO COM 886547108 69,650 659,873 SH   SOLE NONE 659,873 0 0
T-MOBILE US INC COM 872590104 62,709 907,504 SH   SOLE NONE 907,504 0 0
TRANSPORTADOR GAS SUR SPON ADS B 893870204 5,305 403,099 SH   SOLE NONE 403,099 0 0
UNIQURE NV SHS N90064101 485 8,137 SH   SOLE NONE 8,137 0 0
VALE SA SPONSORED ADS 91912E105 6,306 482,873 SH   SOLE NONE 482,873 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103 36,400 4,532,971 SH   SOLE NONE 4,532,971 0 0
VISA INC-CLASS A SHARES COM CL A 92826C839 192,804 1,234,417 SH   SOLE NONE 1,234,417 0 0
WABCO HOLDINGS INC COM 92927K102 13,571 102,942 SH   SOLE NONE 102,942 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 214,898 796,658 SH   SOLE NONE 796,658 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 193,745 8,133,729 SH   SOLE NONE 8,133,729 0 0
WORLDPAY INC CL A 981558109 200,324 1,764,967 SH   SOLE NONE 1,764,967 0 0
YANDEX NV SHS CLASS A N97284108 27,601 803,744 SH   SOLE NONE 803,744 0 0
YY INC SPONSORED ADS A 98426T106 16,399 195,201 SH   SOLE NONE 195,201 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 13,336 469,237 SH   SOLE NONE 469,237 0 0
ZUORA INC COM CL A 98983V106 41,108 2,052,324 SH   SOLE NONE 2,052,324 0 0