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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
Expires: July 31, 2015
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
HDFC BANK LTD SPONSORED ADS 40415F101 13,505,574 176,152 SH SOLE 176,152 0 0
INFOSYS LTD SPONSORED ADR 456788108 3,072,737 165,825 SH SOLE 165,825 0 0
COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 11,854,229 917,510 SH SOLE 917,510 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 3,996,100 44,500 SH SOLE 44,500 0 0
FRANCO NEV CORP COM 351858105 56,444,213 344,340 SH SOLE 344,340 0 0
MERCADOLIBRE INC COM 58733R102 35,281,391 13,499 SH SOLE 13,499 0 0