Q1 2016 Holdings
Filed 2016-05-16 | 12 holdings | $59.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Restoration Hardware Hldgs I | COM | 761283100 | $9.8K | 235,000 | 16.5% |
| Grupo Televisa SA(TLV) | SPON ADR REP ORD | 40049J206 | $7.7K | 280,000 | 12.9% |
| America Movil SAB de CV(AMXN) | SPON ADR L SHS | 02364W105 | $6.2K | 400,000 | 10.4% |
| Canadian PAC RY LTD | COM | 13645T100 | $6.0K | 45,000 | 10.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $5.2K | 400,000 | 8.6% |
| Cheniere Energy Ptnrs LP HLD | COM REP LLC IN | 16411W108 | $4.2K | 235,212 | 7.1% |
| Colfax Corp | COM | 194014106 | $4.1K | 145,000 | 6.9% |
| Market Vectors ETF TR | GOLD MINER ETF | 57060U100 | $4.1K | 206,000 | 6.9% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $4.0K | 25,000 | 6.7% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $3.5K | 25,000 | 5.9% |
| Concordia Healthcare Corp | COM | 206519100 | $2.8K | 110,000 | 4.7% |
| Spdr Series Trust | S&P OILGAS EXP | 78464A730 | $2.0K | 65,000 | 3.3% |