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 15,174 717,780 SH   SOLE   717,780 0 0
AERCAP HOLDINGS NV SHS N00985106 145,337 3,367,394 SH   SOLE   3,367,394 0 0
AETNA INC NEW COM 00817Y108 23,116 213,800 SH   SOLE   213,800 0 0
ALBEMARLE CORP COM 012653101 14,751 263,367 SH   SOLE   263,367 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 861,544 10,601,004 SH   SOLE   10,601,004 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 272,255 3,350,000 SH Call SOLE   3,350,000 0 0
ALPHABET INC CAP STK CL C 02079K107 116,482 153,492 SH   SOLE   153,492 0 0
AMAZON COM INC COM 023135106 147,679 218,495 SH   SOLE   218,495 0 0
APPLIED MATLS INC COM 038222105 24,382 1,305,921 SH   SOLE   1,305,921 0 0
ARAMARK COM 03852U106 77,932 2,416,507 SH   SOLE   2,416,507 0 0
ATLASSIAN CORP PLC CL A G06242104 15,040 500,000 SH   SOLE   500,000 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 97,785 673,683 SH   SOLE   673,683 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 26,127 180,000 SH Call SOLE   180,000 0 0
BAIDU INC SPON ADR REP A 056752108 166,017 878,209 SH   SOLE   878,209 0 0
BAKER HUGHES INC COM 057224107 59,857 1,297,000 SH   SOLE   1,297,000 0 0
BANCO MACRO SA SPON ADR B 05961W105 8,257 142,066 SH   SOLE   142,066 0 0
BANK AMER CORP COM 060505104 111,701 6,637,000 SH   SOLE   6,637,000 0 0
BOB EVANS FARMS INC COM 096761101 70,707 1,820,000 SH   SOLE   1,820,000 0 0
BROOKDALE SR LIVING INC COM 112463104 78,085 4,229,976 SH   SOLE   4,229,976 0 0
BRUNSWICK CORP COM 117043109 8,688 172,000 SH   SOLE   172,000 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 181,096 5,676,984 SH   SOLE   5,676,984 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 12,634 4,696,594 SH   SOLE   4,696,594 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 95,970 200,000 SH Put SOLE   200,000 0 0
CIGNA CORPORATION COM 125509109 42,443 290,048 SH   SOLE   290,048 0 0
CONCHO RES INC COM 20605P101 94,565 1,018,363 SH   SOLE   1,018,363 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 56,042 3,265,863 SH   SOLE   3,265,863 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 68,856 1,486,200 SH   SOLE   1,486,200 0 0
DARDEN RESTAURANTS INC COM 237194105 31,666 497,577 SH   SOLE   497,577 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 16,114 317,900 SH   SOLE   317,900 0 0
DIAMONDBACK ENERGY INC COM 25278X109 13,968 208,795 SH   SOLE   208,795 0 0
DOLLAR TREE INC COM 256746108 146,478 1,896,888 SH   SOLE   1,896,888 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 32,108 1,083,250 SH   SOLE   1,083,250 0 0
EMERGENT CAP INC COM 29102N105 2,334 632,440 SH   SOLE   632,440 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 770 1,000 SH   SOLE   1,000 0 0
ENDO INTL PLC SHS G30401106 337,006 5,504,830 SH   SOLE   5,504,830 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 14,859 667,532 SH   SOLE   667,532 0 0
ESSENT GROUP LTD COM G3198U102 4,552 207,949 SH   SOLE   207,949 0 0
FERRARI N V COM N3167J106 4,800 100,000 SH   SOLE   100,000 0 0
FIAT CHRYSLER AUTOMOBILES N MAN COV SEC 16 N31738110 61,783 52,960,000 SH   SOLE   52,960,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857 56,475 8,342,000 SH   SOLE   8,342,000 0 0
GENERAL ELECTRIC CO COM 369604103 116,813 3,750,000 SH Call SOLE   3,750,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 85,375 473,700 SH   SOLE   473,700 0 0
GOPRO INC CL A 38268T103 14,930 829,000 SH   SOLE   829,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 26,259 263,675 SH   SOLE   263,675 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 70,645 1,146,829 SH   SOLE   1,146,829 0 0
HRG GROUP INC COM 40434J100 32,242 2,377,728 SH   SOLE   2,377,728 0 0
HUMANA INC COM 444859102 64,683 362,350 SH   SOLE   362,350 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 9,740 276,000 SH   SOLE   276,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 405,835 11,500,000 SH Call SOLE   11,500,000 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 19,705 2,174,921 SH   SOLE   2,174,921 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 104,597 875,216 SH   SOLE   875,216 0 0
MARATHON PETE CORP COM 56585A102 77,760 1,500,000 SH   SOLE   1,500,000 0 0
MCDONALDS CORP COM 580135101 210,744 1,783,850 SH   SOLE   1,783,850 0 0
MEDIVATION INC COM 58501N101 170,330 3,523,582 SH   SOLE   3,523,582 0 0
MGIC INVT CORP WIS COM 552848103 77,402 8,765,786 SH   SOLE   8,765,786 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 6,975 5,000,000 PRN   SOLE   5,000,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 66,808 4,501,915 SH   SOLE   4,501,915 0 0
MORGAN STANLEY COM NEW 617446448 136,675 4,296,600 SH   SOLE   4,296,600 0 0
NETEASE INC SPONSORED ADR 64110W102 201,156 1,109,889 SH   SOLE   1,109,889 0 0
NIKE INC CL B 654106103 47,975 767,600 SH   SOLE   767,600 0 0
NOKIA CORP SPONSORED ADR 654902204 59,670 8,500,000 SH Call SOLE   8,500,000 0 0
PANERA BREAD CO CL A 69840W108 16,362 84,000 SH   SOLE   84,000 0 0
PARTY CITY HOLDCO INC COM 702149105 9,947 770,463 SH   SOLE   770,463 0 0
PFIZER INC COM 717081103 470,826 14,585,700 SH   SOLE   14,585,700 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 122,682 1,684,964 SH   SOLE   1,684,964 0 0
QUALCOMM INC COM 747525103 33,090 662,000 SH   SOLE   662,000 0 0
RADIAN GROUP INC COM 750236101 56,885 4,248,305 SH   SOLE   4,248,305 0 0
SCHWAB CHARLES CORP NEW COM 808513105 297,700 9,040,384 SH   SOLE   9,040,384 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 178,725 7,500,000 SH Call SOLE   7,500,000 0 0
SOUTHWEST AIRLS CO COM 844741108 11,755 273,000 SH   SOLE   273,000 0 0
SPRINT CORP COM SER 1 85207U105 114,643 31,669,299 SH   SOLE   31,669,299 0 0
STATE STR CORP COM 857477103 75,093 1,131,600 SH   SOLE   1,131,600 0 0
T MOBILE US INC COM 872590104 196,310 5,018,146 SH   SOLE   5,018,146 0 0
T MOBILE US INC CONV PFD SER A 872590203 50,783 750,000 SH   SOLE   750,000 0 0
TAL ED GROUP ADS REPSTG COM 874080104 31,458 676,955 SH   SOLE   676,955 0 0
TEMPUR SEALY INTL INC COM 88023U101 69,021 979,582 SH   SOLE   979,582 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 194,176 2,958,200 SH   SOLE   2,958,200 0 0
TIFFANY & CO NEW COM 886547108 55,669 729,700 SH   SOLE   729,700 0 0
TOWERS WATSON & CO CL A 891894107 28,420 221,237 SH   SOLE   221,237 0 0
TWITTER INC NOTE 0.250% 9/1 90184LAB8 90,137 105,500,000 PRN   SOLE   105,500,000 0 0
TWITTER INC NOTE 1.000% 9/1 90184LAD4 108,861 129,500,000 PRN   SOLE   129,500,000 0 0
UNITED CONTL HLDGS INC COM 910047109 28,020 489,000 SH   SOLE   489,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 106,690 1,959,777 SH   SOLE   1,959,777 0 0
VISA INC COM CL A 92826C839 20,334 262,200 SH   SOLE   262,200 0 0
VMWARE INC CL A COM 928563402 28,285 500,000 SH Call SOLE   500,000 0 0
WEIBO CORP SPONSORED ADR 948596101 21,521 1,103,623 SH   SOLE   1,103,623 0 0
WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 8,308 171,062 SH   SOLE   171,062 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 43,987 2,214,860 SH   SOLE   2,214,860 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 72,682 2,679,023 SH   SOLE   2,679,023 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 114,161 7,262,124 SH   SOLE   7,262,124 0 0
YUM BRANDS INC COM 988498101 160,874 2,202,250 SH   SOLE   2,202,250 0 0