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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,125 82,900 SH   SOLE   82,900 0 0
ALPHABET INC CAP STK CL C 02079K107 8,061 6,870 SH   SOLE   6,870 0 0
AMAZON COM INC COM 023135106 21,690 12,180 SH   SOLE   12,180 0 0
CAMECO CORP COM 13321L108 15,562 1,320,313 SH   SOLE   1,320,313 0 0
CATERPILLAR INC DEL COM 149123101 57,312 423,000 SH   SOLE   423,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 24,682 243,100 SH   SOLE   243,100 0 0
ELECTRONIC ARTS INC COM 285512109 16,261 160,000 SH Call SOLE   160,000 0 0
EMBRAER S A SPONSORED ADS 29082A107 18,857 991,930 SH   SOLE   991,930 0 0
FARFETCH LTD ORD SH CL A 30744W107 807 30,000 SH   SOLE   30,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 16,760 469,600 SH   SOLE   469,600 0 0
GENERAL ELECTRIC CO COM 369604103 36,074 3,610,981 SH   SOLE   3,610,981 0 0
INTELSAT S A COM L5140P101 95,512 6,099,076 SH   SOLE   6,099,076 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 10,504 256,261 SH   SOLE   256,261 0 0
ISHARES TR JPMORGAN USD EMG 464288281 1,966 17,860 SH   SOLE   17,860 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 96,509 2,180,000 SH Call SOLE   2,180,000 0 0
ISHARES TR US AER DEF ETF 464288760 1,201 6,016 SH   SOLE   6,016 0 0
LYFT INC CL A COM 55087P104 15,831 202,206 SH   SOLE   202,206 0 0
MICROSOFT CORP COM 594918104 34,137 289,448 SH   SOLE   289,448 0 0
OPERA LTD SPONSORED ADS 68373M107 2,922 444,810 SH   SOLE   444,810 0 0
PARSLEY ENERGY INC CL A 701877102 31,876 1,651,627 SH   SOLE   1,651,627 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 51,068 3,571,177 SH   SOLE   3,571,177 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 656 11,820 SH   SOLE   11,820 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1,349 14,703 SH   SOLE   14,703 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 406 13,200 SH   SOLE   13,200 0 0
STONECO LTD COM CL A G85158106 162,210 3,945,761 SH   SOLE   3,945,761 0 0
T MOBILE US INC COM 872590104 42,351 612,900 SH   SOLE   612,900 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 11,701 646,448 SH   SOLE   646,448 0 0
TESLA INC COM 88160R101 40,020 143,000 SH   SOLE   143,000 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 21,266 200,000 SH Put SOLE   200,000 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 42,498 1,614,063 SH   SOLE   1,614,063 0 0
YANDEX N V SHS CLASS A N97284108 58,368 1,699,711 SH   SOLE   1,699,711 0 0
ZIOPHARM ONCOLOGY INC COM 98973P101 6,764 1,756,813 SH   SOLE   1,756,813 0 0