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
ALLEGION PUB LTD CO ORD SHS G0176J109 3,343 43,214 SH   SOLE   43,214 0 0
ALLERGAN PLC SHS G0177J108 4,868 29,201 SH   SOLE   29,201 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 9,556 235,156 SH   SOLE   235,156 0 0
TE CONNECTIVITY LTD REG SHS H84989104 2,041 22,671 SH   SOLE   22,671 0 0
ATENTO S A SHS L0427L105 2,761 403,066 SH   SOLE   403,066 0 0
NEXA RES S A COM L67359106 1,689 143,510 SH   SOLE   143,510 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,457 59,099 SH   SOLE   59,099 0 0
ABBVIE INC COM 00287Y109 1,451 15,662 SH   SOLE   15,662 0 0
ACCELERON PHARMA INC COM 00434H108 431 8,892 SH   SOLE   8,892 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 623 24,129 SH   SOLE   24,129 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,437 39,509 SH   SOLE   39,509 0 0
AIR PRODS & CHEMS INC COM 009158106 1,364 8,763 SH   SOLE   8,763 0 0
ALPHABET INC CAP STK CL C 02079K107 6,578 5,897 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A 02079K305 6,402 5,670 SH   SOLE   5,670 0 0
ALTICE USA INC CL A 02156K103 806 47,271 SH   SOLE   47,271 0 0
AMAZON COM INC COM 023135106 1,089 641 SH   SOLE   641 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 586 15,450 SH   SOLE   15,450 0 0
AMICUS THERAPEUTICS INC COM 03152W109 503 32,263 SH   SOLE   32,263 0 0
ANADARKO PETE CORP COM 032511107 1,365 18,646 SH   SOLE   18,646 0 0
ANTHEM INC COM 036752103 1,700 7,146 SH   SOLE   7,146 0 0
APPLE INC COM 037833100 2,540 13,724 SH   SOLE   13,724 0 0
AUTODESK INC COM 052769106 9,023 68,831 SH   SOLE   68,831 0 0
AZUL S A SPONSR ADR PFD 05501U106 2,045 125,000 SH   SOLE   125,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 224 33,000 SH   SOLE   33,000 0 0
BANK AMER CORP COM 060505104 12,698 450,448 SH   SOLE   450,448 0 0
BANK AMER CORP 7.25%CNV PFD L 060505682 6,252 5,000 SH   SOLE   5,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 2,402 194,384 SH   SOLE   194,384 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,507 16,001 SH   SOLE   16,001 0 0
BIOGEN INC COM 09062X103 1,696 5,845 SH   SOLE   5,845 0 0
BRISTOW GROUP INC NOTE 4.500% 6/0 110394AF0 3,895 33,950 SH   SOLE   33,950 0 0
BROADCOM INC COM 11135F101 4,623 19,056 SH   SOLE   19,056 0 0
CDK GLOBAL INC COM 12508E101 1,836 28,226 SH   SOLE   28,226 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 1,808 84,899 SH   SOLE   84,899 0 0
CELGENE CORP COM 151020104 1,403 17,674 SH   SOLE   17,674 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,928 9,988 SH   SOLE   9,988 0 0
CHENIERE ENERGY INC COM NEW 16411R208 11,258 172,698 SH   SOLE   172,698 0 0
CITIGROUP INC COM NEW 172967424 8,253 123,332 SH   SOLE   123,332 0 0
CYRUSONE INC COM 23283R100 2,211 37,889 SH   SOLE   37,889 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 713 14,400 SH   SOLE   14,400 0 0
DOWDUPONT INC COM 26078J100 2,148 32,595 SH   SOLE   32,595 0 0
EOG RES INC COM 26875P101 3,144 25,269 SH   SOLE   25,269 0 0
EXACT SCIENCES CORP DBCV 1.000% 1/1 30063PAA3 2,110 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC CL A 30303M102 9,585 49,328 SH   SOLE   49,328 0 0
FIBROGEN INC COM 31572Q808 558 8,922 SH   SOLE   8,922 0 0
GILEAD SCIENCES INC COM 375558103 1,775 25,067 SH   SOLE   25,067 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,128 39,311 SH   SOLE   0 0 0
HONEYWELL INTL INC COM 438516106 4,671 32,427 SH   SOLE   32,427 0 0
ILLUMINA INC COM 452327109 4,803 17,200 SH   SOLE   17,200 0 0
IRSA PROPIEDADES COMERCIALES SPONSORED ADR 463588103 10,755 347,076 SH   SOLE   347,076 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 55,234 1,723,400 SH   SOLE   1,723,400 0 0
ISHARES TR MSCI EURO FL ETF 464289180 2,220 109,767 SH   SOLE   109,767 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 259 25,000 SH   SOLE   25,000 0 0
JPMORGAN CHASE & CO COM 46625H100 12,320 118,242 SH   SOLE   118,242 0 0
LILLY ELI & CO COM 532457108 5,995 70,264 SH   SOLE   70,264 0 0
MGIC INVT CORP WIS COM 552848103 2,826 263,682 SH   SOLE   263,682 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 1,688 40,000 SH   SOLE   40,000 0 0
MICROSOFT CORP COM 594918104 13,674 138,675 SH   SOLE   138,675 0 0
MICROCHIP TECHNOLOGY INC NOTE 2.250% 2/1 595017AH7 15,539 131,000 SH   SOLE   131,000 0 0
MONDELEZ INTL INC CL A 609207105 3,263 79,600 SH   SOLE   79,600 0 0
MOSAIC CO NEW COM 61945C103 2,433 86,755 SH   SOLE   86,755 0 0
NUCOR CORP COM 670346105 62 1,000 SH   SOLE   1,000 0 0
OPEN TEXT CORP COM 683715106 2,004 56,960 SH   SOLE   56,960 0 0
ORACLE CORP COM 68389X105 1,844 41,868 SH   SOLE   41,868 0 0
PAYPAL HLDGS INC COM 70450Y103 6,550 78,662 SH   SOLE   78,662 0 0
PIONEER NAT RES CO COM 723787107 2,453 12,965 SH   SOLE   12,965 0 0
REALPAGE INC NOTE 1.500%11/1 75606NAB5 11,886 84,470 SH   SOLE   84,470 0 0
SAGE THERAPEUTICS INC COM 78667J108 4,915 31,403 SH   SOLE   31,403 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 18,094 216,800 SH   SOLE   216,800 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 14,812 195,056 SH   SOLE   195,056 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 3,220 121,100 SH   SOLE   121,100 0 0
SERVICENOW INC COM 81762P102 1,227 7,118 SH   SOLE   7,118 0 0
STAMPS COM INC COM NEW 852857200 2,395 9,467 SH   SOLE   9,467 0 0
SYNCHRONY FINL COM 87165B103 3,536 105,943 SH   SOLE   105,943 0 0
T MOBILE US INC COM 872590104 10,800 180,764 SH   SOLE   180,764 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,358 6,117 SH   SOLE   6,117 0 0
UNITED CONTL HLDGS INC COM 910047109 836 12,001 SH   SOLE   12,001 0 0
US FOODS HLDG CORP COM 912008109 4,075 107,764 SH   SOLE   107,764 0 0
UNITED STATES STL CORP NEW COM 912909108 104 3,000 SH   SOLE   3,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 10,461 83,670 SH   SOLE   83,670 0 0
UNIVAR INC COM 91336L107 8,315 316,918 SH   SOLE   316,918 0 0
VEON LTD SPONSORED ADR 91822M106 2,910 1,223,085 SH   SOLE   1,223,085 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,282 7,545 SH   SOLE   7,545 0 0
VISA INC COM CL A 92826C839 13,342 100,735 SH   SOLE   100,735 0 0