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 14,314 716,780 SH   SOLE   716,780 0 0
AERCAP HOLDINGS NV SHS N00985106 144,464 3,727,144 SH   SOLE   3,727,144 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 173,717 189,000 SH   SOLE   189,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 474,337 6,001,987 SH   SOLE   6,001,987 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 39,515 500,000 SH Call SOLE   500,000 0 0
AMAZON COM INC COM 023135106 341,360 558,028 SH   SOLE   558,028 0 0
APPLE INC COM 037833100 77,012 706,600 SH   SOLE   706,600 0 0
APPLIED MATLS INC COM 038222105 74,594 3,521,921 SH   SOLE   3,521,921 0 0
ATLASSIAN CORP PLC CL A G06242104 15,090 600,000 SH   SOLE   600,000 0 0
BAIDU INC SPON ADR REP A 056752108 107,504 563,200 SH   SOLE   563,200 0 0
BAKER HUGHES INC COM 057224107 65,482 1,494,000 SH   SOLE   1,494,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 9,159 142,066 SH   SOLE   142,066 0 0
BOB EVANS FARMS INC COM 096761101 84,976 1,820,000 SH   SOLE   1,820,000 0 0
BROADCOM LTD SHS Y09827109 276,694 1,790,900 SH   SOLE   1,790,900 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 158,068 4,789,925 SH   SOLE   4,789,925 0 0
CALLON PETE CO DEL COM 13123X102 11,386 1,286,500 SH   SOLE   1,286,500 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 11,976 4,696,594 SH   SOLE   4,696,594 0 0
CIGNA CORPORATION COM 125509109 44,363 323,248 SH   SOLE   323,248 0 0
CONCHO RES INC COM 20605P101 62,649 620,039 SH   SOLE   620,039 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 62,152 2,949,775 SH   SOLE   2,949,775 0 0
CREDICORP LTD COM G2519Y108 6,039 46,093 SH   SOLE   46,093 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 33,224 750,664 SH   SOLE   750,664 0 0
DIAMONDBACK ENERGY INC COM 25278X109 70,766 916,895 SH   SOLE   916,895 0 0
DUNKIN BRANDS GROUP INC COM 265504100 26,933 570,983 SH   SOLE   570,983 0 0
E M C CORP MASS COM 268648102 3,331 125,000 SH   SOLE   125,000 0 0
ENDO INTL PLC SHS G30401106 115,002 4,085,330 SH   SOLE   4,085,330 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 13,631 806,105 SH   SOLE   806,105 0 0
ESSENT GROUP LTD COM G3198U102 4,325 207,949 SH   SOLE   207,949 0 0
FACEBOOK INC CL A 30303M102 195,716 1,715,300 SH   SOLE   1,715,300 0 0
FIAT CHRYSLER AUTOMOBILES N MAN COV SEC 16 N31738110 38,392 52,960,000 SH   SOLE   52,960,000 0 0
FITBIT INC CL A 33812L102 6,971 460,130 SH   SOLE   460,130 0 0
FREEPORT-MCMORAN INC CL B 35671D857 102,482 9,911,243 SH   SOLE   9,911,243 0 0
GRACE W R & CO DEL NEW COM 38388F108 19,479 273,652 SH   SOLE   273,652 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 36,462 591,629 SH   SOLE   591,629 0 0
HOME DEPOT INC COM 437076102 108,292 811,600 SH   SOLE   811,600 0 0
HRG GROUP INC COM 40434J100 51,789 3,717,772 SH   SOLE   3,717,772 0 0
HUMANA INC COM 444859102 118,401 647,176 SH   SOLE   647,176 0 0
INTEL CORP COM 458140100 24,263 750,000 SH Put SOLE   750,000 0 0
INTELSAT S A COM L5140P101 1,030 408,736 SH   SOLE   408,736 0 0
INTELSAT S A MAN CONV JR PFD L5140P119 520 70,000 SH   SOLE   70,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 426,241 12,445,000 SH   SOLE   12,445,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 582,250 17,000,000 SH Call SOLE   17,000,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 24,986 740,000 SH   SOLE   740,000 0 0
ISHARES TR LATN AMER 40 ETF 464287390 11,070 440,000 SH   SOLE   440,000 0 0
ISHARES MSCI BRZ CAP ETF 464286400 121,524 4,620,700 SH   SOLE   4,620,700 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 6,093 935,961 SH   SOLE   935,961 0 0
JUNIPER NETWORKS INC COM 48203R104 51,020 2,000,000 SH Call SOLE   2,000,000 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 92,693 782,216 SH   SOLE   782,216 0 0
LAS VEGAS SANDS CORP COM 517834107 9,819 190,000 SH   SOLE   190,000 0 0
LINKEDIN CORP NOTE 0.500%11/0 53578AAB4 63,375 70,000,000 PRN   SOLE   70,000,000 0 0
MARKET VECTORS ETF TR RUSSIA ETF 57060U506 70,659 4,319,000 SH   SOLE   4,319,000 0 0
MARKET VECTORS ETF TR JP MORGAN EM LC 57060U522 33,462 1,800,000 SH   SOLE   1,800,000 0 0
MCDONALDS CORP COM 580135101 21,014 167,200 SH   SOLE   167,200 0 0
MEDIVATION INC COM 58501N101 98,819 2,149,174 SH   SOLE   2,149,174 0 0
MELCO CROWN ENTMT LTD ADR 585464100 25,022 1,515,574 SH   SOLE   1,515,574 0 0
MERCADOLIBRE INC COM 58733R102 12,934 109,750 SH   SOLE   109,750 0 0
MGIC INVT CORP WIS COM 552848103 9,114 1,188,296 SH   SOLE   1,188,296 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 6,322 5,000,000 PRN   SOLE   5,000,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 5,038 235,000 SH   SOLE   235,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 41,598 4,501,915 SH   SOLE   4,501,915 0 0
NETAPP INC COM 64110D104 54,580 2,000,000 SH Call SOLE   2,000,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 6,157 178,000 SH   SOLE   178,000 0 0
NEWFIELD EXPL CO COM 651290108 10,075 303,000 SH   SOLE   303,000 0 0
NOKIA CORP SPONSORED ADR 654902204 50,235 8,500,000 SH Call SOLE   8,500,000 0 0
PANERA BREAD CO CL A 69840W108 53,184 259,650 SH   SOLE   259,650 0 0
PARSLEY ENERGY INC CL A 701877102 10,102 447,000 SH   SOLE   447,000 0 0
PARTY CITY HOLDCO INC COM 702149105 31,050 2,064,524 SH   SOLE   2,064,524 0 0
PDC ENERGY INC COM 69327R101 40,360 678,896 SH   SOLE   678,896 0 0
POTASH CORP SASK INC COM 73755L107 91,213 5,358,822 SH   SOLE   5,358,822 0 0
RADIAN GROUP INC COM 750236101 17,132 1,381,574 SH   SOLE   1,381,574 0 0
REALOGY HLDGS CORP COM 75605Y106 8,103 224,400 SH   SOLE   224,400 0 0
RITE AID CORP COM 767754104 16,235 1,992,000 SH   SOLE   1,992,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 8,206 1,407,527 SH   SOLE   1,407,527 0 0
SOLARCITY CORP COM 83416T100 879 35,766 SH   SOLE   35,766 0 0
SPIRIT AIRLS INC COM 848577102 16,313 340,000 SH   SOLE   340,000 0 0
SPRINT CORP COM SER 1 85207U105 131,495 37,785,999 SH   SOLE   37,785,999 0 0
T MOBILE US INC CONV PFD SER A 872590203 49,650 750,000 SH   SOLE   750,000 0 0
T MOBILE US INC COM 872590104 144,347 3,768,846 SH   SOLE   3,768,846 0 0
TAL ED GROUP ADS REPSTG COM 874080104 40,561 816,455 SH   SOLE   816,455 0 0
TECK RESOURCES LTD CL B 878742204 7,082 930,600 SH   SOLE   930,600 0 0
TEMPUR SEALY INTL INC COM 88023U101 159,567 2,624,882 SH   SOLE   2,624,882 0 0
TESORO CORP COM 881609101 67,833 788,661 SH   SOLE   788,661 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 5,964 539,243 SH   SOLE   539,243 0 0
TREEHOUSE FOODS INC COM 89469A104 22,377 257,950 SH   SOLE   257,950 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 96,919 3,476,300 SH   SOLE   3,476,300 0 0
TWITTER INC NOTE 0.250% 9/1 90184LAB8 92,906 105,500,000 PRN   SOLE   105,500,000 0 0
TWITTER INC NOTE 1.000% 9/1 90184LAD4 108,456 129,500,000 PRN   SOLE   129,500,000 0 0
U S G CORP COM NEW 903293405 5,136 207,000 SH   SOLE   207,000 0 0
ULTRA PETROLEUM CORP COM 903914109 353 709,812 SH   SOLE   709,812 0 0
UNITED CONTL HLDGS INC COM 910047109 32,055 535,500 SH   SOLE   535,500 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 25,778 476,489 SH   SOLE   476,489 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 143,334 4,145,000 SH   SOLE   4,145,000 0 0
VISA INC COM CL A 92826C839 61,184 800,000 SH   SOLE   800,000 0 0
WEIBO CORP SPONSORED ADR 948596101 24,298 1,353,623 SH   SOLE   1,353,623 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 52,306 440,809 SH   SOLE   440,809 0 0
YANDEX N V SHS CLASS A N97284108 9,028 589,300 SH   SOLE   589,300 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 139,362 5,069,545 SH   SOLE   5,069,545 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 140,804 7,874,947 SH   SOLE   7,874,947 0 0