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
WEATHERFORD INTL PLC ORD SHS G48833100 59,888 10,790,700 SH   SOLE   567,100 0 10,223,600
MICHAEL KORS HLDGS LTD SHS G60754101 44,453 898,400 SH   SOLE   38,500 0 859,900
RENAISSANCERE HOLDINGS LTD COM G7496G103 745 6,341 SH   SOLE   6,341 0 0
TE CONNECTIVITY LTD REG SHS H84989104 571 10,000 SH   SOLE   10,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,616 10,000 SH   SOLE   10,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 1,165 22,024 SH   SOLE   22,024 0 0
ANTHEM INC COM 036752103 4,282 32,600 SH   SOLE   32,600 0 0
APACHE CORP COM 037411105 4,305 77,329 SH   SOLE   77,329 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 305 65,560 SH   SOLE   19,830 0 45,730
BP PLC SPONSORED ADR 055622104 85,088 2,396,162 SH   SOLE   129,054 0 2,267,108
BARCLAYS PLC ADR 06738E204 1,097 144,311 SH   SOLE   144,293 0 18
CITIGROUP INC COM NEW 172967424 1,739 41,002 SH   SOLE   41,002 0 0
COACH INC COM 189754104 2,436 59,791 SH   SOLE   59,791 0 0
COCA COLA CO COM 191216100 204 4,500 SH   SOLE   4,500 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 5,708 68,800 SH   SOLE   68,800 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 974 90,955 SH   SOLE   70,886 0 20,069
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 1,103 43,700 SH   SOLE   43,700 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,351 9,098 SH   SOLE   9,098 0 0
ICICI BK LTD ADR 45104G104 4,336 603,700 SH   SOLE   603,700 0 0
ICONIX BRAND GROUP INC COM 451055107 681 100,800 SH   SOLE   100,800 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 1,370 27,500 SH   SOLE   27,500 0 0
JOHNSON & JOHNSON COM 478160104 243 2,000 SH   SOLE   2,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 4,583 98,500 SH   SOLE   98,500 0 0
MELCO CROWN ENTMT LTD ADR 585464100 33,714 2,680,000 SH   SOLE   279,000 0 2,401,000
METLIFE INC COM 59156R108 1,091 27,394 SH   SOLE   27,394 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 2,474 298,800 SH   SOLE   298,800 0 0
ORACLE CORP COM 68389X105 2,472 60,400 SH   SOLE   60,400 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 33,736 5,806,268 SH   SOLE   1,456,368 0 4,349,900
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 2,240 312,789 SH   SOLE   259,278 0 53,511
PIONEER NAT RES CO COM 723787107 3,100 20,500 SH   SOLE   20,500 0 0
RALPH LAUREN CORP CL A 751212101 3,334 37,200 SH   SOLE   37,200 0 0
TERADATA CORP DEL COM 88076W103 1,000 39,900 SH   SOLE   39,900 0 0
VALE S A ADR 91912E105 9,094 1,797,159 SH   SOLE   1,797,159 0 0