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 10,591 62,500 SH   SOLE   62,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 28,807 170,000 SH Call SOLE   170,000 0 0
ALPHABET INC CAP STK CL A 02079K305 43,312 40,000 SH   SOLE   40,000 0 0
ALPHABET INC CAP STK CL C 02079K107 34,881 32,270 SH   SOLE   32,270 0 0
BOEING CO COM 097023105 18,201 50,000 SH Put SOLE   50,000 0 0
CAMECO CORP COM 13321L108 15,150 1,412,913 SH   SOLE   1,412,913 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,668 83,000 SH   SOLE   83,000 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 9,082 322,500 SH   SOLE   322,500 0 0
DISNEY WALT CO COM DISNEY 254687106 36,656 262,500 SH   SOLE   262,500 0 0
FACEBOOK INC CL A 30303M102 13,028 67,500 SH   SOLE   67,500 0 0
FARFETCH LTD ORD SH CL A 30744W107 6,153 295,803 SH   SOLE   295,803 0 0
GENERAL ELECTRIC CO COM 369604103 25,458 2,424,578 SH   SOLE   2,424,578 0 0
ICICI BK LTD ADR 45104G104 32,502 2,581,543 SH   SOLE   2,581,543 0 0
INTELSAT S A COM L5140P101 114,903 5,907,633 SH   SOLE   5,907,633 0 0
INVESCO EXCHANGE TRADED FD T DYNMC BLDG CON 46137V779 327 10,560 SH   SOLE   10,560 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 840 4,500 SH   SOLE   4,500 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 121,111 2,770,145 SH   SOLE   2,770,145 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 22,237 518,235 SH   SOLE   518,235 0 0
ISHARES TR JPMORGAN USD EMG 464288281 1,557 13,745 SH   SOLE   13,745 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 60,431 1,412,919 SH   SOLE   1,412,919 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 24,379 570,000 SH Call SOLE   570,000 0 0
LUCKIN COFFEE INC SPONSORED ADS 54951L109 12,688 651,000 SH   SOLE   651,000 0 0
LYFT INC CL A COM 55087P104 489 7,440 SH   SOLE   7,440 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 18,843 195,102 SH   SOLE   195,102 0 0
QUALCOMM INC COM 747525103 74,762 982,800 SH   SOLE   982,800 0 0
RANPAK HLDGS CORP COM CL A 75321W103 5,310 600,000 SH   SOLE   600,000 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 23,741 569,600 SH   SOLE   569,600 0 0
STONECO LTD COM CL A G85158106 66,355 2,243,228 SH   SOLE   2,243,228 0 0
T MOBILE US INC COM 872590104 55,850 753,300 SH   SOLE   753,300 0 0
TESLA INC COM 88160R101 12,815 57,350 SH   SOLE   57,350 0 0
THE REALREAL INC COM 88339P101 5,780 200,000 SH   SOLE   200,000 0 0
VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 790 22,780 SH   SOLE   22,780 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 60,788 1,429,300 SH   SOLE   1,429,300 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 16,216 622,273 SH   SOLE   622,273 0 0
YANDEX N V SHS CLASS A N97284108 32,905 865,911 SH   SOLE   865,911 0 0
YY INC SPONSORED ADS A 98426T106 19,221 275,800 SH   SOLE   275,800 0 0
ZIOPHARM ONCOLOGY INC COM 98973P101 16,041 2,751,388 SH   SOLE   2,751,388 0 0