The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ADVANCE AUTO PARTS INC | Com | 00751Y106 | 1,685 | 14,159 | SH | SOLE | 14,159 | 0 | 0 | ||
AETNA INC NEW | Com | 00817Y108 | 9,441 | 62,186 | SH | SOLE | 62,186 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | ADR | 01609W102 | 86,638 | 582,895 | SH | SOLE | 582,895 | 0 | 0 | ||
ALPHABET INC | Com | 02079K107 | 8,880 | 9,772 | SH | SOLE | 9,772 | 0 | 0 | ||
ALTABA INC | Com | 021346101 | 2,724 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BANCO MACRO SA | ADR | 05961W105 | 22,364 | 242,593 | SH | SOLE | 242,593 | 0 | 0 | ||
BANK NEW YORK MELLON CORP | Com | 064058100 | 8,349 | 163,661 | SH | SOLE | 163,661 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | Com | 084670702 | 8,702 | 51,382 | SH | SOLE | 51,382 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | Com | 110122108 | 1,530 | 27,471 | SH | SOLE | 27,471 | 0 | 0 | ||
BROCADE COMMUNICATIONS SYS | Com | 111621306 | 3,783 | 300,000 | SH | SOLE | 30,000 | 0 | 0 | ||
CHANGYOU COM LTD | ADR | 15911M107 | 2,515 | 64,911 | SH | SOLE | 64,911 | 0 | 0 | ||
COSAN LTD | SHS A | G25343107 | 6,265 | 977,418 | SH | SOLE | 977,418 | 0 | 0 | ||
ECOLAB INC | Com | 278865100 | 6,398 | 48,200 | SH | SOLE | 48,200 | 0 | 0 | ||
GENERAL DYNAMICS CORP | Com | 369550108 | 1,565 | 7,903 | SH | SOLE | 7,903 | 0 | 0 | ||
GENERAL ELECTRIC CO | Com | 369604103 | 8,016 | 296,790 | SH | SOLE | 296,790 | 0 | 0 | ||
GILEAD SCIENCES INC | Com | 375558103 | 6,236 | 88,014 | SH | SOLE | 88,014 | 0 | 0 | ||
GLOBAL PMTS INC | Com | 37940X102 | 7,361 | 81,503 | SH | SOLE | 81,503 | 0 | 0 | ||
HDFC BANK LTD | ADR | 40415F101 | 1,601 | 18,420 | SH | SOLE | 18,420 | 0 | 0 | ||
IAC INTERACTIVECORP | Com | 44919P508 | 8,016 | 77,652 | SH | SOLE | 77,652 | 0 | 0 | ||
ISHARES | Com | 464289529 | 1,260 | 37,502 | SH | SOLE | 37,502 | 0 | 0 | ||
JOHNSON & JOHNSON | Com | 478160104 | 2,943 | 22,254 | SH | SOLE | 22,254 | 0 | 0 | ||
LOCKHEED MARTIN CORP | Com | 539830109 | 1,044 | 3,764 | SH | SOLE | 3,764 | 0 | 0 | ||
MICROSOFT CORP | Com | 594918104 | 6,010 | 87,198 | SH | SOLE | 87,198 | 0 | 0 | ||
MOBILEYE N V AMSTELVEEN | Com | N51488117 | 6,884 | 109,619 | SH | SOLE | 109,619 | 0 | 0 | ||
MONSANTO CO NEW | Com | 61166W101 | 16,607 | 140,317 | SH | SOLE | 140,317 | 0 | 0 | ||
MONSTER BEVERAGE CORP NEW | Com | 61174X109 | 2,392 | 48,157 | SH | SOLE | 48,157 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | Com | 666807102 | 1,051 | 4,096 | SH | SOLE | 4,096 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | Com | N6596X109 | 13,344 | 121,923 | SH | SOLE | 121,923 | 0 | 0 | ||
PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 | 17,057 | 289,840 | SH | SOLE | 289,840 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 5,694 | 103,132 | SH | SOLE | 103,132 | 0 | 0 | ||
RAYTHEON CO | COM NEW | 755111507 | 1,626 | 10,075 | SH | SOLE | 10,075 | 0 | 0 | ||
REYNOLDS AMERICAN INC | COM | 761713106 | 8,780 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
RYANAIR HLDGS PLC | SPONSORED ADR NE | 783513203 | 16,762 | 155,774 | SH | SOLE | 155,774 | 0 | 0 | ||
SCOTTS MIRACLE GRO CO | CL A | 810186106 | 5,838 | 65,263 | SH | SOLE | 65,263 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 7,235 | 20,617 | SH | SOLE | 20,617 | 0 | 0 | ||
SINA CORP | ORD | G81477104 | 29,969 | 352,711 | SH | SOLE | 352,711 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 24,422 | 869,423 | SH | SOLE | 869,423 | 0 | 0 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 2,234 | 17,504 | SH | SOLE | 17,504 | 0 | 0 | ||
TELEFONICA BRASIL SA | SPONSORED ADR | 87936R106 | 561 | 41,642 | SH | SOLE | 41,642 | 0 | 0 | ||
TERNIUM SA | SPON ADR | 880890108 | 24,422 | 869,423 | SH | SOLE | 869,423 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADR | 881624209 | 5,965 | 179,573 | SH | SOLE | 179,573 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 9,827 | 97,873 | SH | SOLE | 97,873 | 0 | 0 | ||
VIDEOCON D2H LTD | ADR | 92657J101 | 1,018 | 104,554 | SH | SOLE | 104,554 | 0 | 0 | ||
WEIBO CORP | SPONSORED ADR | 948596101 | 1,966 | 29,588 | SH | SOLE | 29,588 | 0 | 0 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 8,023 | 203,478 | SH | SOLE | 203,478 | 0 | 0 |