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 |
58.COM INC | SPON ADR REP A | 31680Q104 | 198,214 | 3,656,413 | SH | SOLE | NONE | 3,656,413 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 93,979 | 2,018,017 | SH | SOLE | NONE | 2,018,017 | 0 | 0 | |
AFFIMED NV | COM | N01045108 | 6,654 | 2,139,493 | SH | SOLE | NONE | 2,139,493 | 0 | 0 | |
AGNICO EAGLE MINES LTD | COM | 008474108 | 113,092 | 2,799,313 | SH | SOLE | NONE | 2,799,313 | 0 | 0 | |
ALBEMARLE CORP | COM | 012653101 | 64,181 | 832,768 | SH | SOLE | NONE | 832,768 | 0 | 0 | |
ALCOA CORP | COM | 013872106 | 7,572 | 284,892 | SH | SOLE | NONE | 284,892 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 348,998 | 333,982 | SH | SOLE | NONE | 333,982 | 0 | 0 | |
ANTHEM INC | COM | 036752103 | 256,636 | 977,176 | SH | SOLE | NONE | 977,176 | 0 | 0 | |
ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | G0457F107 | 6,254 | 791,626 | SH | SOLE | NONE | 791,626 | 0 | 0 | |
BANCO MACRO SA | SPON ADR B | 05961W105 | 13,116 | 296,612 | SH | SOLE | NONE | 296,612 | 0 | 0 | |
BECTON DICKINSON AND CO | COM | 075887109 | 285,425 | 1,266,752 | SH | SOLE | NONE | 1,266,752 | 0 | 0 | |
BOOKING HOLDINGS INC | COM | 09857L108 | 272,301 | 158,092 | SH | SOLE | NONE | 158,092 | 0 | 0 | |
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 52,714 | 1,014,118 | SH | SOLE | NONE | 1,014,118 | 0 | 0 | |
BRISTOW GROUP INC | COM | 110394103 | 2,795 | 1,150,000 | SH | SOLE | NONE | 1,150,000 | 0 | 0 | |
CARA THERAPEUTICS INC | COM | 140755109 | 5,177 | 398,196 | SH | SOLE | NONE | 398,196 | 0 | 0 | |
CARRIZO OIL & GAS INC | COM | 144577103 | 7,853 | 695,599 | SH | SOLE | NONE | 695,599 | 0 | 0 | |
CELGENE CORP | COM | 151020104 | 64,866 | 1,012,103 | SH | SOLE | NONE | 1,012,103 | 0 | 0 | |
CHEMOCENTRYX INC | COM | 16383L106 | 13,359 | 1,224,429 | SH | SOLE | NONE | 1,224,429 | 0 | 0 | |
CIMAREX ENERGY CO | COM | 171798101 | 6,317 | 102,467 | SH | SOLE | NONE | 102,467 | 0 | 0 | |
CLOUDERA INC | COM | 18914U100 | 31,574 | 2,854,768 | SH | SOLE | NONE | 2,854,768 | 0 | 0 | |
COMPANHIA BRASILEIRA DE DIST | SPN ADR PFD CL A | 20440T201 | 51,122 | 2,461,334 | SH | SOLE | NONE | 2,461,334 | 0 | 0 | |
CONCHO RESOURCES INC | COM | 20605P101 | 38,807 | 377,535 | SH | SOLE | NONE | 377,535 | 0 | 0 | |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 280,376 | 1,743,415 | SH | SOLE | NONE | 1,743,415 | 0 | 0 | |
COSTCO WHOLESALE CORP | COM | 22160K105 | 194,579 | 955,175 | SH | SOLE | NONE | 955,175 | 0 | 0 | |
CRESUD S.A. | SPONSORED ADR | 226406106 | 5,493 | 452,111 | SH | SOLE | NONE | 452,111 | 0 | 0 | |
DARLING INGREDIENTS INC | COM | 237266101 | 9,006 | 468,101 | SH | SOLE | NONE | 468,101 | 0 | 0 | |
ELASTIC NV | ORD SHS | N14506104 | 5,004 | 70,000 | SH | SOLE | NONE | 70,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 133,985 | 1,697,952 | SH | SOLE | NONE | 1,697,952 | 0 | 0 | |
EOG RESOURCES INC | COM | 26875P101 | 47,251 | 541,807 | SH | SOLE | NONE | 541,807 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 364,209 | 2,778,313 | SH | SOLE | NONE | 2,778,313 | 0 | 0 | |
GARDNER DENVER HOLDINGS INC | COM | 36555P107 | 9,484 | 463,774 | SH | SOLE | NONE | 463,774 | 0 | 0 | |
GEOPARK LTD | USD SHS | G38327105 | 7,702 | 557,302 | SH | SOLE | NONE | 557,302 | 0 | 0 | |
GOLDCORP INC | COM | 380956409 | 124,401 | 12,693,963 | SH | SOLE | NONE | 12,693,963 | 0 | 0 | |
GRAFTECH INTERNATIONAL LTD | COM | 384313508 | 11,722 | 1,024,655 | SH | SOLE | NONE | 1,024,655 | 0 | 0 | |
GRUBHUB INC | COM | 400110102 | 184,377 | 2,400,433 | SH | SOLE | NONE | 2,400,433 | 0 | 0 | |
GRUPO SUPERVIELLE SA | SPONSORED ADR | 40054A108 | 15,020 | 1,730,457 | SH | SOLE | NONE | 1,730,457 | 0 | 0 | |
HALLIBURTON CO | COM | 406216101 | 8,864 | 333,489 | SH | SOLE | NONE | 333,489 | 0 | 0 | |
INCYTE CORP | COM | 45337C102 | 68,341 | 1,074,714 | SH | SOLE | NONE | 1,074,714 | 0 | 0 | |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 459,603 | 6,101,191 | SH | SOLE | NONE | 6,101,191 | 0 | 0 | |
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 129,934 | 271,306 | SH | SOLE | NONE | 271,306 | 0 | 0 | |
JD.COM INC | SPON ADR CL A | 47215P106 | 161,217 | 7,702,694 | SH | SOLE | NONE | 7,702,694 | 0 | 0 | |
LINE CORP | SPONSORED ADR | 53567X101 | 32,850 | 963,068 | SH | SOLE | NONE | 963,068 | 0 | 0 | |
LOMA NEGRA CORP | SPONSORED ADS | 54150E104 | 12,821 | 1,151,914 | SH | SOLE | NONE | 1,151,914 | 0 | 0 | |
MARATHON PETROLEUM CORP | COM | 56585A102 | 13,182 | 223,392 | SH | SOLE | NONE | 223,392 | 0 | 0 | |
MASTEC INC | COM | 576323109 | 5,424 | 133,727 | SH | SOLE | NONE | 133,727 | 0 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 172,494 | 914,360 | SH | SOLE | NONE | 914,360 | 0 | 0 | |
MERCADOLIBRE INC | COM | 58733R102 | 276,621 | 944,581 | SH | SOLE | NONE | 944,581 | 0 | 0 | |
MUELLER INDUSTRIES INC | COM | 624756102 | 9,683 | 414,526 | SH | SOLE | NONE | 414,526 | 0 | 0 | |
MYLAN NV | SHS EURO | N59465109 | 38,568 | 1,407,586 | SH | SOLE | NONE | 1,407,586 | 0 | 0 | |
NATIONAL OILWELL VARCO INC | COM | 637071101 | 643 | 25,000 | SH | SOLE | NONE | 25,000 | 0 | 0 | |
NEWMONT MINING CORP | COM | 651639106 | 217,097 | 6,265,423 | SH | SOLE | NONE | 6,265,423 | 0 | 0 | |
NOBLE ENERGY INC | COM | 655044105 | 24,959 | 1,330,419 | SH | SOLE | NONE | 1,330,419 | 0 | 0 | |
NUTRIEN LTD | COM | 67077M108 | 21,586 | 459,270 | SH | SOLE | NONE | 459,270 | 0 | 0 | |
PARSLEY ENERGY INC | CL A | 701877102 | 5,429 | 339,762 | SH | SOLE | NONE | 339,762 | 0 | 0 | |
PAYPAL HOLDINGS INC | COM | 70450Y103 | 88,576 | 1,053,349 | SH | SOLE | NONE | 1,053,349 | 0 | 0 | |
PDC ENERGY INC | COM | 69327R101 | 8,971 | 301,458 | SH | SOLE | NONE | 301,458 | 0 | 0 | |
PHILLIPS 66 | COM | 718546104 | 8,321 | 96,591 | SH | SOLE | NONE | 96,591 | 0 | 0 | |
PIONEER NATURAL RESOURCES CO | COM | 723787107 | 78,087 | 593,724 | SH | SOLE | NONE | 593,724 | 0 | 0 | |
PROPETRO HOLDING CORP | COM | 74347M108 | 6,096 | 494,810 | SH | SOLE | NONE | 494,810 | 0 | 0 | |
PVH CORP | COM | 693656100 | 34,024 | 366,043 | SH | SOLE | NONE | 366,043 | 0 | 0 | |
QIAGEN N.V. | SHS NEW | N72482123 | 10,026 | 291,032 | SH | SOLE | NONE | 291,032 | 0 | 0 | |
REGENXBIO INC | COM | 75901B107 | 7,187 | 171,326 | SH | SOLE | NONE | 171,326 | 0 | 0 | |
RESOLUTE ENERGY CORP | COM NEW | 76116A306 | 11,018 | 380,196 | SH | SOLE | NONE | 380,196 | 0 | 0 | |
RPC INC | COM | 749660106 | 3,587 | 363,407 | SH | SOLE | NONE | 363,407 | 0 | 0 | |
SEADRILL LTD | COM | G7998G106 | 46 | 4,681 | SH | SOLE | NONE | 4,681 | 0 | 0 | |
SERVICENOW INC | COM | 81762P102 | 165,040 | 926,930 | SH | SOLE | NONE | 926,930 | 0 | 0 | |
SHOPIFY INC | CL A | 82509L107 | 119,139 | 860,523 | SH | SOLE | NONE | 860,523 | 0 | 0 | |
SM ENERGY CO | COM | 78454L100 | 5,504 | 355,554 | SH | SOLE | NONE | 355,554 | 0 | 0 | |
SPIRIT AIRLINES INC | COM | 848577102 | 7,972 | 137,635 | SH | SOLE | NONE | 137,635 | 0 | 0 | |
SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | 113,012 | 995,701 | SH | SOLE | NONE | 995,701 | 0 | 0 | |
STEEL DYNAMICS INC | COM | 858119100 | 5,015 | 166,938 | SH | SOLE | NONE | 166,938 | 0 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 90,456 | 2,450,714 | SH | SOLE | NONE | 2,450,714 | 0 | 0 | |
TECK RESOURCES LTD | CL B | 878742204 | 5,596 | 259,783 | SH | SOLE | NONE | 259,783 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 208,540 | 3,278,412 | SH | SOLE | NONE | 3,278,412 | 0 | 0 | |
TRANSPORTADOR GAS SUR | SPON ADR B | 893870204 | 5,436 | 362,371 | SH | SOLE | NONE | 362,371 | 0 | 0 | |
VIPSHOP HOLDINGS LTD | SPONSORED ADR | 92763W103 | 30,917 | 5,662,447 | SH | SOLE | NONE | 5,662,447 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 137,211 | 1,039,949 | SH | SOLE | NONE | 1,039,949 | 0 | 0 | |
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 168,192 | 712,405 | SH | SOLE | NONE | 712,405 | 0 | 0 | |
WHEATON PRECIOUS METALS CORP | COM | 962879102 | 173,442 | 8,880,809 | SH | SOLE | NONE | 8,880,809 | 0 | 0 | |
YANDEX NV | SHS CLASS A | N97284108 | 66,884 | 2,445,502 | SH | SOLE | NONE | 2,445,502 | 0 | 0 | |
YY INC | ADS REPCOM CLA | 98426T106 | 10,711 | 178,939 | SH | SOLE | NONE | 178,939 | 0 | 0 | |
ZAYO GROUP HOLDINGS INC | COM | 98919V105 | 30,016 | 1,314,184 | SH | SOLE | NONE | 1,314,184 | 0 | 0 | |
ZUORA INC | COM CL A | 98983V106 | 30,553 | 1,684,270 | SH | SOLE | NONE | 1,684,270 | 0 | 0 |