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
ACTIVISION BLIZZARD INC COM 00507V109 38,809 508,500 SH   SOLE   508,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 103,436 6,900,321 SH   SOLE   6,900,321 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 128,943 695,000 SH Call SOLE   695,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 106,277 572,829 SH   SOLE   572,829 0 0
ALPHABET INC CAP STK CL C 02079K107 41,134 36,870 SH   SOLE   36,870 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 5,971 591,200 SH   SOLE   591,200 0 0
AMAZON COM INC COM 023135106 10,709 6,300 SH   SOLE   6,300 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 37,348 831,804 SH   SOLE   831,804 0 0
AUTODESK INC COM 052769106 26,021 198,500 SH   SOLE   198,500 0 0
BANCO MACRO SA SPON ADR B 05961W105 21,390 363,835 SH   SOLE   363,835 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 2,365 100,000 SH   SOLE   100,000 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 3,293 150,000 SH   SOLE   150,000 0 0
BUNGE LIMITED COM G16962105 100,395 1,440,182 SH   SOLE   1,440,182 0 0
CARDLYTICS INC COM 14161W105 31,197 1,504,754 SH   SOLE   1,504,754 0 0
CONSTELLATION BRANDS INC CL A 21036P108 64,375 294,126 SH   SOLE   294,126 0 0
CORPORACION AMER ARPTS S A COM L1995B107 2,658 314,946 SH   SOLE   314,946 0 0
DEERE & CO COM 244199105 14,749 105,500 SH   SOLE   105,500 0 0
DOMO INC COM CL B 257554105 4,095 150,000 SH   SOLE   150,000 0 0
ELECTRONIC ARTS INC COM 285512109 51,613 366,000 SH   SOLE   366,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 48,567 1,950,487 SH   SOLE   1,950,487 0 0
EOG RES INC COM 26875P101 76,972 618,600 SH   SOLE   618,600 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 9,198 234,715 SH   SOLE   234,715 0 0
EVERQUOTE INC COM CL A 30041R108 634 35,000 SH   SOLE   35,000 0 0
FACEBOOK INC CL A 30303M102 91,792 472,378 SH   SOLE   472,378 0 0
FLEX LTD ORD Y2573F102 85,058 6,028,200 SH   SOLE   6,028,200 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 30,673 930,038 SH   SOLE   930,038 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 13,254 1,252,710 SH   SOLE   1,252,710 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 13,430 61,950 SH   SOLE   61,950 0 0
ICICI BK LTD ADR 45104G104 954 118,777 SH   SOLE   118,777 0 0
II VI INC COM 902104108 70,805 1,629,583 SH   SOLE   1,629,583 0 0
INTELSAT S A COM L5140P101 112,395 6,746,400 SH   SOLE   6,746,400 0 0
MARATHON PETE CORP COM 56585A102 35,592 507,300 SH   SOLE   507,300 0 0
MICRON TECHNOLOGY INC COM 595112103 35,841 683,471 SH   SOLE   683,471 0 0
MICROSOFT CORP COM 594918104 12,918 131,000 SH   SOLE   131,000 0 0
NEURONETICS INC COM 64131A105 532 20,000 SH   SOLE   20,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 46,003 421,000 SH   SOLE   421,000 0 0
PARSLEY ENERGY INC CL A 701877102 64,403 2,126,927 SH   SOLE   2,126,927 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 2,461 245,400 SH   SOLE   245,400 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 41,716 4,719,033 SH   SOLE   4,719,033 0 0
RSP PERMIAN INC COM 74978Q105 26,861 610,200 SH   SOLE   610,200 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 14,762 242,000 SH   SOLE   242,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 10,082 59,924 SH   SOLE   59,924 0 0
STARS GROUP INC COM 85570W100 9,075 250,000 SH   SOLE   250,000 0 0
T MOBILE US INC COM 872590104 30,968 518,300 SH   SOLE   518,300 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 49,901 421,600 SH   SOLE   421,600 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 4,509 254,194 SH   SOLE   254,194 0 0
VANECK VECTORS ETF TR JP MORGAN MKTS 92189F494 17,020 1,000,000 SH   SOLE   1,000,000 0 0
YANDEX N V SHS CLASS A N97284108 83,274 2,319,613 SH   SOLE   2,319,613 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 13,550 997,804 SH   SOLE   997,804 0 0