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 111,994 11,143,673 SH   SOLE   11,143,673 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 36,708 200,000 SH Call SOLE   200,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 187,557 1,021,884 SH   SOLE   1,021,884 0 0
ALPHABET INC CAP STK CL C 02079K107 34,771 33,700 SH Call SOLE   33,700 0 0
ALPHABET INC CAP STK CL C 02079K107 36,216 35,100 SH   SOLE   35,100 0 0
ARCH CAP GROUP LTD ORD G0450A105 28,536 333,400 SH   SOLE   333,400 0 0
AUTODESK INC COM 052769106 52,995 422,000 SH   SOLE   422,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 37,815 350,232 SH   SOLE   350,232 0 0
CARDLYTICS INC COM 14161W105 20,519 1,504,753 SH   SOLE   1,504,753 0 0
CONSTELLATION BRANDS INC CL A 21036P108 107,240 470,517 SH   SOLE   470,517 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 11,738 1,440,280 SH   SOLE   1,440,280 0 0
CORPORACION AMER ARPTS S A COM L1995B107 5,946 481,846 SH   SOLE   481,846 0 0
DROPBOX INC CL A 26210C104 3,125 100,000 SH   SOLE   100,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 47,019 1,808,416 SH   SOLE   1,808,416 0 0
EOG RES INC COM 26875P101 121,450 1,153,700 SH   SOLE   1,153,700 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 14,388 198,915 SH   SOLE   198,915 0 0
FACEBOOK INC CL A 30303M102 367,517 2,300,000 SH Call SOLE   2,300,000 0 0
FACEBOOK INC CL A 30303M102 219,488 1,373,600 SH   SOLE   1,373,600 0 0
FLEX LTD ORD Y2573F102 55,378 3,391,200 SH   SOLE   3,391,200 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 73,956 1,124,635 SH   SOLE   1,124,635 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 43,667 1,439,259 SH   SOLE   1,439,259 0 0
HUDSON LTD COM CL A G46408103 5,569 350,000 SH   SOLE   350,000 0 0
ICICI BK LTD ADR 45104G104 36,774 4,155,213 SH   SOLE   4,155,213 0 0
II VI INC COM 902104108 113,574 2,776,859 SH   SOLE   2,776,859 0 0
INTELSAT S A COM L5140P101 27,911 7,423,034 SH   SOLE   7,423,034 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 59,431 387,351 SH   SOLE   387,351 0 0
IQVIA HLDGS INC COM 46266C105 63,724 649,514 SH   SOLE   649,514 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 188,775 3,910,000 SH   SOLE   3,910,000 0 0
LAM RESEARCH CORP COM 512807108 45,142 222,200 SH   SOLE   222,200 0 0
MICRON TECHNOLOGY INC COM 595112103 24,706 473,838 SH   SOLE   473,838 0 0
MICROSOFT CORP COM 594918104 15,060 165,000 SH   SOLE   165,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 29,558 771,340 SH   SOLE   771,340 0 0
PARSLEY ENERGY INC CL A 701877102 118,057 4,072,327 SH   SOLE   4,072,327 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 15,466 1,190,616 SH   SOLE   1,190,616 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 11,020 779,322 SH   SOLE   779,322 0 0
RSP PERMIAN INC COM 74978Q105 41,723 890,000 SH   SOLE   890,000 0 0
SLM CORP COM 78442P106 72,801 6,494,298 SH   SOLE   6,494,298 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 10,164 288,600 SH   SOLE   288,600 0 0
STARBUCKS CORP COM 855244109 30,870 533,250 SH   SOLE   533,250 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 9,377 299,294 SH   SOLE   299,294 0 0
TENARIS S A SPONSORED ADR 88031M109 31,647 912,800 SH   SOLE   912,800 0 0
TERADYNE INC COM 880770102 31,530 689,781 SH   SOLE   689,781 0 0
TIFFANY & CO NEW COM 886547108 58,635 600,401 SH   SOLE   600,401 0 0
TIME WARNER INC COM NEW 887317303 40,500 428,212 SH   SOLE   428,212 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 93,960 2,000,000 SH   SOLE   2,000,000 0 0
WEIBO CORP SPONSORED ADR 948596101 15,722 131,520 SH   SOLE   131,520 0 0
WPX ENERGY INC COM 98212B103 3,104 210,000 SH   SOLE   210,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 51,026 2,360,110 SH   SOLE   2,360,110 0 0