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
21VIANET GROUP INC SPONSORED ADR 90138A103 11,493 400,452 SH   SOLE   400,452 0 0
58 COM INC SPON ADR REP A 31680Q104 4,163 100,000 SH   SOLE   100,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 968 50,000 SH   SOLE   50,000 0 0
APPLE INC COM 037833100 32,825 61,156 SH   SOLE   61,156 0 0
COACH INC COM 189754104 5,348 107,700 SH   SOLE   107,700 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 25,791 509,700 SH   SOLE   509,700 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 44,241 877,441 SH   SOLE   877,441 0 0
DISCOVER FINL SVCS COM 254709108 30,771 528,800 SH   SOLE   528,800 0 0
FACEBOOK INC CL A 30303M102 11,962 198,566 SH   SOLE   198,566 0 0
GOOGLE INC CL A 38259P508 49,975 44,840 SH   SOLE   44,840 0 0
HERBALIFE LTD COM USD SHS G4412G101 2,771 48,393 SH   SOLE   48,393 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 6,400 297,133 SH   SOLE   297,133 0 0
HOME INNS & HOTELS MGMT INC NOTE 2.000%12/1 43713WAB3 12,610 13,000,000 PRN   SOLE   13,000,000 0 0
HOMEAWAY INC COM 43739Q100 3,876 102,900 SH   SOLE   102,900 0 0
INFOSYS LTD SPONSORED ADR 456788108 5,364 99,000 SH   SOLE   99,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 321 11,500 SH   SOLE   11,500 0 0
LAS VEGAS SANDS CORP COM 517834107 38,639 478,328 SH   SOLE   478,328 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 7,519 90,440 SH   SOLE   90,440 0 0
MELCO CROWN ENTMT LTD ADR 585464100 16,058 415,465 SH   SOLE   415,465 0 0
MGM RESORTS INTERNATIONAL COM 552953101 2,329 90,063 SH   SOLE   90,063 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 7,229 77,501 SH   SOLE   77,501 0 0
MICRON TECHNOLOGY INC COM 595112103 438 18,498 SH   SOLE   18,498 0 0
MICRON TECHNOLOGY INC NOTE 2.375% 5/0 595112AW3 12,619 5,000,000 PRN   SOLE   5,000,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 16,256 1,180,552 SH   SOLE   1,180,552 0 0
QIAGEN NV REG SHS N72482107 7,433 352,454 SH   SOLE   352,454 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 2,627 26,376 SH   SOLE   26,376 0 0
RALPH LAUREN CORP CL A 751212101 17,023 105,780 SH   SOLE   105,780 0 0
SEAWORLD ENTMT INC COM 81282V100 2,255 74,595 SH   SOLE   74,595 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,993 62,800 SH   SOLE   62,800 0 0
SOLARCITY CORP NOTE 2.750%11/0 83416TAA8 9,048 7,000,000 PRN   SOLE   7,000,000 0 0
TATA MTRS LTD SPONSORED ADR 876568502 2,036 57,500 SH   SOLE   57,500 0 0
TESLA MTRS INC NOTE 1.500% 6/0 88160RAA9 53,963 30,000,000 PRN   SOLE   30,000,000 0 0
TIFFANY & CO NEW COM 886547108 13,209 153,323 SH   SOLE   153,323 0 0
VIPSHOP HLDGS LTD NOTE 1.500% 3/1 92763WAA1 20,350 20,000,000 PRN   SOLE   20,000,000 0 0
WISDOMTREE INVTS INC COM 97717P104 3,612 275,300 SH   SOLE   275,300 0 0
WUXI PHARMATECH CAYMAN INC SPONS ADR SHS 929352102 15,434 418,728 SH   SOLE   418,728 0 0
WYNN RESORTS LTD COM 983134107 3,134 14,106 SH   SOLE   14,106 0 0