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
ALLERGAN PLC SHS G0177J108 4,448 26,785 SH   SOLE   26,785 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 5,432 134,610 SH   SOLE   134,610 0 0
TE CONNECTIVITY LTD REG SHS H84989104 1,863 20,795 SH   SOLE   20,795 0 0
ATENTO S A SHS L0427L105 2,532 369,716 SH   SOLE   369,716 0 0
NEXA RES S A COM L67359106 2,057 174,831 SH   SOLE   174,831 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,423 68,117 SH   SOLE   68,117 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1,781 17,286 SH   SOLE   17,286 0 0
AT&T INC COM 00206R102 2,718 85,981 SH   SOLE   85,981 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 566 21,915 SH   SOLE   21,915 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,228 36,205 SH   SOLE   36,205 0 0
AIR PRODS & CHEMS INC COM 009158106 1,243 8,038 SH   SOLE   8,038 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,157 49,356 SH   SOLE   49,356 0 0
ALPHABET INC CAP STK CL C 02079K107 2,901 2,601 SH   SOLE   0 0 0
ALPHABET INC CAP STK CL A 02079K305 5,492 4,864 SH   SOLE   4,864 0 0
ALTICE USA INC CL A 02156K103 3,367 197,391 SH   SOLE   197,391 0 0
AMAZON COM INC COM 023135106 3,233 1,902 SH   SOLE   1,902 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 531 14,037 SH   SOLE   14,037 0 0
AMICUS THERAPEUTICS INC COM 03152W109 457 29,316 SH   SOLE   29,316 0 0
ANADARKO PETE CORP COM 032511107 1,247 17,103 SH   SOLE   17,103 0 0
ANTHEM INC COM 036752103 1,555 6,554 SH   SOLE   6,554 0 0
APPLE INC COM 037833100 4,495 24,369 SH   SOLE   24,369 0 0
AUTODESK INC COM 052769106 3,167 24,163 SH   SOLE   24,163 0 0
AZUL S A SPONSR ADR PFD 05501U106 500 30,582 SH   SOLE   30,582 0 0
BANK AMER CORP COM 060505104 8,938 318,610 SH   SOLE   318,610 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 2,203 178,301 SH   SOLE   178,301 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3,669 19,659 SH   SOLE   2 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 1,382 14,677 SH   SOLE   14,677 0 0
BIOGEN INC COM 09062X103 1,555 5,361 SH   SOLE   5,361 0 0
BRISTOW GROUP INC NOTE 4.500% 6/0 110394AF0 3,896 33,950 SH   SOLE   33,950 0 0
BROADCOM INC COM 11135F101 4,212 17,492 SH   SOLE   17,492 0 0
CDK GLOBAL INC COM 12508E101 1,680 25,891 SH   SOLE   25,891 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 1,643 77,875 SH   SOLE   77,875 0 0
CATERPILLAR INC DEL COM 149123101 2,351 17,439 SH   SOLE   17,439 0 0
CELGENE CORP COM 151020104 1,287 16,212 SH   SOLE   16,212 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,686 9,162 SH   SOLE   9,162 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,081 16,592 SH   SOLE   16,592 0 0
CITIGROUP INC COM NEW 172967424 7,091 106,634 SH   SOLE   106,634 0 0
COMCAST CORP NEW CL A 20030N101 4,036 124,417 SH   SOLE   14,594 0 0
COMPANHIA SIDERURGICA NACION SPONSORED ADR 20440W105 136 67,767 SH   SOLE   67,767 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 642 13,056 SH   SOLE   13,056 0 0
DOLLAR GEN CORP NEW COM 256677105 3,676 37,397 SH   SOLE   37,397 0 0
DOWDUPONT INC COM 26078J100 4,547 69,353 SH   SOLE   69,353 0 0
EOG RES INC COM 26875P101 2,879 23,179 SH   SOLE   23,179 0 0
EXACT SCIENCES CORP DBCV 1.000% 1/1 30063PAA3 2,110 20,000 SH   SOLE   20,000 0 0
EXACT SCIENCES CORP COM 30063P105 416 6,961 SH   SOLE   6,961 0 0
FACEBOOK INC CL A 30303M102 11,709 60,259 SH   SOLE   60,259 0 0
FIBROGEN INC COM 31572Q808 507 8,108 SH   SOLE   8,108 0 0
GERDAU S A SPON ADR REP PFD 373737105 213 60,933 SH   SOLE   60,933 0 0
GILEAD SCIENCES INC COM 375558103 1,616 22,992 SH   SOLE   22,992 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,015 38,239 SH   SOLE   0 0 0
HOME DEPOT INC COM 437076102 3,160 16,281 SH   SOLE   16,281 0 0
HONEYWELL INTL INC COM 438516106 3,971 28,020 SH   SOLE   28,020 0 0
IRSA PROPIEDADES COMERCIALES SPONSORED ADR 463588103 9,360 302,035 SH   SOLE   302,035 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 52,776 1,646,700 SH   SOLE   1,646,700 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 4,856 112,079 SH   SOLE   112,079 0 0
ISHARES TR MSCI EURO FL ETF 464289180 1,919 94,905 SH   SOLE   94,905 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 17,093 295,181 SH   SOLE   295,181 0 0
JPMORGAN CHASE & CO COM 46625H100 11,079 106,911 SH   SOLE   106,911 0 0
LILLY ELI & CO COM 532457108 3,386 39,906 SH   SOLE   39,906 0 0
LOWES COS INC COM 548661107 8,230 86,527 SH   SOLE   86,527 0 0
MGIC INVT CORP WIS COM 552848103 2,826 263,682 SH   SOLE   263,682 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 1,651 40,000 SH   SOLE   40,000 0 0
MARATHON PETE CORP COM 56585A102 2,605 37,356 SH   SOLE   37,356 0 0
MICROSOFT CORP COM 594918104 11,998 122,145 SH   SOLE   122,145 0 0
MICROCHIP TECHNOLOGY INC NOTE 2.250% 2/1 595017AH7 15,540 131,000 SH   SOLE   131,000 0 0
MONDELEZ INTL INC CL A 609207105 5,413 132,826 SH   SOLE   132,826 0 0
MOSAIC CO NEW COM 61945C103 2,224 79,386 SH   SOLE   79,386 0 0
NUCOR CORP COM 670346105 372 6,000 SH   SOLE   6,000 0 0
NVIDIA CORP COM 67066G104 3,538 14,944 SH   SOLE   14,944 0 0
OPEN TEXT CORP COM 683715106 1,831 52,247 SH   SOLE   52,247 0 0
ORACLE CORP COM 68389X105 1,685 38,404 SH   SOLE   38,404 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 270 27,000 SH   SOLE   270 0 0
PINDUODUO INC SPONSORED ADS 722304102 574 21,839 SH   SOLE   87,356 0 0
PIONEER NAT RES CO COM 723787107 2,248 11,892 SH   SOLE   11,892 0 0
REALPAGE INC NOTE 1.500%11/1 75606NAB5 13,815 84,470 SH   SOLE   13,815 0 0
REPUBLIC SVCS INC COM 760759100 6,637 97,597 SH   SOLE   97,597 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 4,127 43,388 SH   SOLE   43,388 0 0
SAGE THERAPEUTICS INC COM 78667J108 4,312 27,552 SH   SOLE   27,552 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 14,926 179,546 SH   SOLE   179,546 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 12,617 167,295 SH   SOLE   167,295 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1,192 16,734 SH   SOLE   16,734 0 0
SERVICENOW INC COM 81762P102 2,474 14,349 SH   SOLE   14,349 0 0
STEEL DYNAMICS INC COM 858119100 366 8,000 SH   SOLE   8,000 0 0
T MOBILE US INC COM 872590104 4,815 80,602 SH   SOLE   80,602 0 0
TYLER TECHNOLOGIES INC COM 902252105 1,246 5,611 SH   SOLE   5,611 0 0
UNITED CONTL HLDGS INC COM 910047109 758 10,881 SH   SOLE   10,881 0 0
US FOODS HLDG CORP COM 912008109 3,739 98,865 SH   SOLE   98,865 0 0
UNITED STATES STL CORP NEW COM 912909108 346 10,000 SH   SOLE   10,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 8,991 72,296 SH   SOLE   72,296 0 0
UNIVAR INC COM 91336L107 7,372 280,957 SH   SOLE   280,957 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,176 6,920 SH   SOLE   6,920 0 0
VISA INC COM CL A 92826C839 8,911 67,385 SH   SOLE   67,385 0 0
WILLIAMS COS INC DEL COM 969457100 4,756 177,511 SH   SOLE   177,511 0 0
ZAYO GROUP HLDGS INC COM 98919V105 5,424 148,696 SH   SOLE   148,696 0 0