Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
CCI	CROWN CASTLE INTERNATIONAL CORP	224,196	$37.52M	6.4%	$167.35 *	$125.06	0.0%	COM	22822V101
SONY	SONY CORP	521,760	$36.07M	6.1%	$69.13	$67.01	—	SPONSORED ADR	835699307
TMUS	TMOBILE US INC COM STK	339,543	$35.36M	6.0%	$104.15 *	$89.82	+3.1%	COM	872590104
EQIX	EQUINIX INC	46,483	$32.65M	5.5%	$702.30 *	$608.81	0.0%	COM	29444U700
CHTR	CHARTER COMMUNICATIONS INC	59,472	$30.33M	5.1%	$510.04	$507.25	0.0%	CL A	16119P108
MCHI	ISHARES MSCI CHN	458,000	$29.98M	5.1%	$65.45	$57.25	—	MSCI CHINA ETF	46429B671
ETSY	ETSY INC	275,298	$29.25M	5.0%	$106.23 *	$73.98	0.0%	COM	29786A106
BBDO	BANCO BRADESCO	7,381,517	$28.12M	4.8%	$3.81	$3.81	—	SPONSORED ADR	059460402
OPTU	ALTICE USA INC A	1,236,488	$27.87M	4.7%	$22.54 *	$24.53	0.0%	COM CL A	02156K103
TSCO	TRACTOR SUPPLY	184,722	$24.34M	4.1%	$131.79 *	$20.01	0.0%	COM	892356106
XLK	TECHNOLOGY SELECT SECT SPDR	208,500	$21.79M	3.7%	$104.49	$104.49	—	TECHNOLOGY	81369Y803
LOW	LOWES COMPANIES	153,200	$20.7M	3.5%	$135.12 *	$98.59	+4.8%	COM	548661107
BP	BP PLC	845,036	$19.71M	3.3%	$23.32	$23.32	—	SPONSORED ADR	055622104
BBY	BEST BUY CO INC	204,000	$17.8M	3.0%	$87.27 *	$60.29	0.0%	COM	086516101
XLRE	REAL ESTATE SELECT SECTOR SPDR FUND	500,000	$17.41M	3.0%	$34.81	$34.81	—	RL EST SEL SEC	81369Y860
—	ROYAL DUTCH SHELL B ADR	464,000	$14.13M	2.4%	$30.45	$30.45	—	SPON ADR B	780259107
GOOGL	ALPHABET INC CLASS A COMMON STOCK	8,500	$12.05M	2.0%	$1418.00 *	$66.92	0.0%	CAP STK CL C	02079K305
—	TIM PARTICIPACOES SA	876,768	$11.35M	1.9%	$12.94	$14.03	—	COM	88706P205
LPLA	LPL FINANCIAL HOLDINGS INC	135,582	$10.63M	1.8%	$78.40 *	$71.25	-6.2%	COM	50212V100
—	STERICYCLE INC	176,732	$9.893M	1.7%	$55.98	$55.98	—	COM	858912108
WMT	WALMART INC	80,200	$9.606M	1.6%	$119.78 *	$35.37	+7.6%	COM	931142103
IFF	INTL FLAV FRAG	75,320	$9.224M	1.6%	$122.46 *	$108.45	0.0%	COM	459506101
LVS	LAS VEGAS SANDS	200,000	$9.108M	1.5%	$45.54	$44.86	0.0%	COM	517834107
—	NATURA CO HOLDINGADR	556,768	$8.079M	1.4%	$14.51	$9.84	—	ADS	63884N108
PEP	PEPSICO INC	59,175	$7.826M	1.3%	$132.25 *	$110.78	0.0%	COM	713448108
VALE	VALE SA SP ADR	741,533	$7.645M	1.3%	$10.31	$43609.28	—	ADR	91912E105
ITUB	ITAU UNIBANCO HOLDING SA	1,452,273	$6.811M	1.2%	$4.69	$4.53	—	SPON ADR REP PFD	465562106
EEM	ISHARES MSCI EMERGING MARKETS ETF	155,000	$6.198M	1.1%	$39.99	$39.99	—	MSCI EMG MKT ETF	464287234
—	TOTAL SE	151,515	$5.827M	1.0%	$38.46	$38.46	—	SPONSORED ADS	89151E109
UGP	ULTRAPAR PARTICIPACOES	1,686,985	$5.719M	1.0%	$3.39	$3.67	—	SP ADR REP COM	90400P101
—	CALL ETSY 100 @ 85 EXP 09182020	2,000	$5.236M	0.9%	$2618.00	$2618.00	—	CALL	99O4DFBZ2
—	CALL TSCO 100 @ 100EXP 07172020	1,600	$5.171M	0.9%	$3231.88	$3231.88	—	CALL	99VLY9QQ1
—	VANECK RUSSIA ETF	241,086	$5.003M	0.8%	$20.75	$20.75	—	RUSSIA ETF	92189F403
DHI	DR HORTON INC	88,899	$4.929M	0.8%	$55.44 *	$45.81	0.0%	COM	23331A109
CMCSA	COMCAST CORP CLASS A	100,000	$3.898M	0.7%	$38.98 *	$36.05	-9.1%	CL A	20030N101
—	PUT SPY 100 @ 310 EXP 07172020	4,770	$3.455M	0.6%	$724.32	$724.32	—	PUT	99O3ZN614
—	COMPANHIA BRASILEIRA DE DISTRIBUIACAO SA	259,188	$3.388M	0.6%	$13.07	$12.61	—	SPONSORED ADR	20440T300
—	LIV CAPITAL ACQUISITION CORP	300,000	$3.075M	0.5%	$10.25	$10.06	—	SPONSORED ADR	G5510C124
—	PUT IWM 100 @ 140 EXP 08212020	4,000	$2.582M	0.4%	$645.50	$645.50	—	PUT	99O3PS8C8
—	CALL IFF 100 @ 100 EXP 08212020	800	$1.953M	0.3%	$2441.25	$1263.75	—	CALL	99O3KTMF8
—	CALL CCI 100 @ 150 EXP 10162020	800	$1.839M	0.3%	$2298.75	$2298.75	—	CALL	99O4813C9
MS	MORGAN STANLEY	36,000	$1.739M	0.3%	$48.31 *	$35.21	0.0%	COM NEW	617446448
—	PUT ROKU 100 @ 110EXP 08212020	1,500	$1.496M	0.3%	$997.33	$997.33	—	PUT	99O5KCCT1
—	PUT DIS 100 @ 120 EXP 09182020	1,000	$1.263M	0.2%	$1263.00	$1263.00	—	PUT	99O12NS85
—	PUT XRT 100 @ 38 EXP 09182020	7,506	$1.057M	0.2%	$140.82	$140.82	—	PUT	99O3TFN01