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 13,121 717,780 SH   SOLE   717,780 0 0
ACE LTD SHS H0023R105 100,298 970,000 SH   SOLE   970,000 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 14,133 2,045,256 SH   SOLE   2,045,256 0 0
AERCAP HOLDINGS NV SHS N00985106 131,675 3,443,394 SH   SOLE   3,443,394 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 235,881 4,000,000 SH Call SOLE   4,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 387,351 6,568,604 SH   SOLE   6,568,604 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 94,346 100,000 SH   SOLE   100,000 0 0
ALLERGAN PLC SHS G0177J108 539,989 1,986,643 SH   SOLE   1,986,643 0 0
AMAZON COM INC COM 023135106 267,180 521,948 SH   SOLE   521,948 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 17,745 457,000 SH   SOLE   457,000 0 0
APPLE INC COM 037833100 246,116 2,231,332 SH   SOLE   2,231,332 0 0
ARAMARK COM 03852U106 80,597 2,719,200 SH   SOLE   2,719,200 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 24,918 765,999 SH   SOLE   765,999 0 0
BAIDU INC SPON ADR REP A 056752108 208,225 1,515,359 SH   SOLE   1,515,359 0 0
BIOGEN INC COM 09062X103 203,648 697,880 SH   SOLE   697,880 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 6,247 209,843 SH   SOLE   209,843 0 0
BLOOMIN BRANDS INC COM 094235108 51,090 2,810,244 SH   SOLE   2,810,244 0 0
BOB EVANS FARMS INC COM 096761101 80,198 1,850,000 SH   SOLE   1,850,000 0 0
BROOKDALE SR LIVING INC COM 112463104 97,120 4,229,976 SH   SOLE   4,229,976 0 0
BRUNSWICK CORP COM 117043109 7,854 164,000 SH   SOLE   164,000 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 218,922 6,742,299 SH   SOLE   6,742,299 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 10,145 4,696,594 SH   SOLE   4,696,594 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 28,517 479,284 SH   SOLE   479,284 0 0
CIMAREX ENERGY CO COM 171798101 25,210 246,000 SH   SOLE   246,000 0 0
CITIGROUP INC COM NEW 172967424 87,754 1,768,870 SH   SOLE   1,768,870 0 0
CONCHO RES INC COM 20605P101 172,277 1,752,563 SH   SOLE   1,752,563 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 4,640 311,014 SH   SOLE   311,014 0 0
CREDICORP LTD COM G2519Y108 44,485 418,247 SH   SOLE   418,247 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 10,033 158,800 SH   SOLE   158,800 0 0
DARDEN RESTAURANTS INC COM 237194105 40,197 586,477 SH   SOLE   586,477 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 95,735 2,133,600 SH   SOLE   2,133,600 0 0
DEPOMED INC COM 249908104 6,725 356,779 SH   SOLE   356,779 0 0
DIAMONDBACK ENERGY INC COM 25278X109 87,240 1,350,462 SH   SOLE   1,350,462 0 0
DOLLAR TREE INC COM 256746108 136,229 2,043,638 SH   SOLE   2,043,638 0 0
E M C CORP MASS COM 268648102 56,775 2,349,938 SH   SOLE   2,349,938 0 0
EMERGENT CAP INC COM 29102N105 4,773 875,848 SH   SOLE   875,848 0 0
ENDO INTL PLC SHS G30401106 313,534 4,525,600 SH   SOLE   4,525,600 0 0
ENERGEN CORP COM 29265N108 23,239 466,095 SH   SOLE   466,095 0 0
EOG RES INC COM 26875P101 46,701 641,500 SH   SOLE   641,500 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 12,366 524,200 SH   SOLE   524,200 0 0
ESSENT GROUP LTD COM G3198U102 5,168 207,949 SH   SOLE   207,949 0 0
FACEBOOK INC CL A 30303M102 160,778 1,788,404 SH   SOLE   1,788,404 0 0
FIAT CHRYSLER AUTOMOBILES N MAN COV SEC 16 N31738110 62,726 52,960,000 SH   SOLE   52,960,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 74,312 5,625,400 SH   SOLE   5,625,400 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 80,886 587,750 SH   SOLE   587,750 0 0
FREEPORT-MCMORAN INC CL B 35671D857 165,821 17,112,600 SH   SOLE   17,112,600 0 0
GODADDY INC CL A 380237107 17,456 692,405 SH   SOLE   692,405 0 0
GOOGLE INC CL C 38259P706 208,288 342,342 SH   SOLE   342,342 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 70,060 1,146,829 SH   SOLE   1,146,829 0 0
HEWLETT PACKARD CO COM 428236103 79,621 3,109,000 SH   SOLE   3,109,000 0 0
HOME DEPOT INC COM 437076102 39,613 343,000 SH   SOLE   343,000 0 0
HORIZON PHARMA PLC SHS G4617B105 101,713 5,131,840 SH   SOLE   5,131,840 0 0
JD COM INC SPON ADR CL A 47215P106 5,342 205,000 SH   SOLE   205,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 29,275 1,136,000 SH   SOLE   1,136,000 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 20,605 2,087,621 SH   SOLE   2,087,621 0 0
LULULEMON ATHLETICA INC COM 550021109 18,791 371,000 SH   SOLE   371,000 0 0
MCDONALDS CORP COM 580135101 166,407 1,688,900 SH   SOLE   1,688,900 0 0
MCGRAW HILL FINL INC COM 580645109 98,541 1,139,200 SH   SOLE   1,139,200 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 2,765 150,000 SH   SOLE   150,000 0 0
MEDIVATION INC COM 58501N101 160,336 3,772,600 SH   SOLE   3,772,600 0 0
MELCO CROWN ENTMT LTD ADR 585464100 10,832 787,198 SH   SOLE   787,198 0 0
MGIC INVT CORP WIS COM 552848103 114,067 12,318,200 SH   SOLE   12,318,200 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 7,200 5,000,000 PRN   SOLE   5,000,000 0 0
MICRON TECHNOLOGY INC COM 595112103 12,988 867,000 SH   SOLE   867,000 0 0
MICROSOFT CORP COM 594918104 85,515 1,932,100 SH   SOLE   1,932,100 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 75,452 4,597,915 SH   SOLE   4,597,915 0 0
MYLAN N V SHS EURO N59465109 72,790 1,808,000 SH   SOLE   1,808,000 0 0
NETEASE INC SPONSORED ADR 64110W102 250,892 2,088,680 SH   SOLE   2,088,680 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 34,242 1,694,333 SH   SOLE   1,694,333 0 0
NORTHROP GRUMMAN CORP COM 666807102 28,485 171,650 SH   SOLE   171,650 0 0
PANERA BREAD CO CL A 69840W108 50,287 260,000 SH   SOLE   260,000 0 0
PARSLEY ENERGY INC CL A 701877102 11,303 750,000 SH   SOLE   750,000 0 0
PARTY CITY HOLDCO INC COM 702149105 18,549 1,161,463 SH   SOLE   1,161,463 0 0
PERRIGO CO PLC SHS G97822103 172,641 1,097,738 SH   SOLE   1,097,738 0 0
PFIZER INC COM 717081103 302,899 9,643,400 SH   SOLE   9,643,400 0 0
POLARIS INDS INC COM 731068102 21,013 175,300 SH   SOLE   175,300 0 0
PVH CORP COM 693656100 4,852 47,600 SH   SOLE   47,600 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 99,269 2,075,464 SH   SOLE   2,075,464 0 0
RADIAN GROUP INC COM` 750236101 90,568 5,692,500 SH   SOLE   5,692,500 0 0
RALPH LAUREN CORP CL A 751212101 9,689 82,000 SH   SOLE   82,000 0 0
ROSS STORES INC COM 778296103 31,840 656,900 SH   SOLE   656,900 0 0
SCHWAB CHARLES CORP NEW COM 808513105 94,228 3,299,300 SH   SOLE   3,299,300 0 0
SOUTHWEST AIRLS CO COM 844741108 42,605 1,120,000 SH   SOLE   1,120,000 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 13,863 405,000 SH   SOLE   405,000 0 0
SPRINT CORP COM SER 1 85207U105 102,139 26,598,656 SH   SOLE   26,598,656 0 0
STARBUCKS CORP COM 855244109 61,222 1,077,100 SH   SOLE   1,077,100 0 0
T MOBILE US INC COM 872590104 200,409 5,034,146 SH   SOLE   5,034,146 0 0
T MOBILE US INC COM 872590203 51,795 750,000 SH   SOLE   750,000 0 0
TAL ED GROUP ADS REPSTG COM 874080104 10,192 317,000 SH   SOLE   317,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 20,130 281,812 SH   SOLE   281,812 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 11,292 1,194,965 SH   SOLE   1,194,965 0 0
TIME WARNER CABLE INC COM 88732J207 231,055 1,288,147 SH   SOLE   1,288,147 0 0
TOWERS WATSON & CO CL A 891894107 19,661 167,500 SH   SOLE   167,500 0 0
U S SILICA HLDGS INC COM 90346E103 20,236 1,436,201 SH   SOLE   1,436,201 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 141,706 4,180,114 SH   SOLE   4,180,114 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 63,083 353,645 SH   SOLE   353,645 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 16,545 500,000 SH   SOLE   500,000 0 0
VISA INC COM CL A 92826C839 87,283 1,252,990 SH   SOLE   1,252,990 0 0
VMWARE INC CL A COM 928563402 39,395 500,000 SH Call SOLE   500,000 0 0
VMWARE INC CL A COM 928563402 23,637 300,000 SH   SOLE   300,000 0 0
VOYA FINL INC COM 929089100 2,176 56,114 SH   SOLE   56,114 0 0
WEIBO CORP SPONSORED ADR 948596101 5,763 493,000 SH   SOLE   493,000 0 0
WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 27,954 682,300 SH   SOLE   682,300 0 0
YAHOO INC COM 984332106 167,218 5,784,089 SH   SOLE   5,784,089 0 0
YANDEX N V SHS CLASS A N97284108 6,036 562,500 SH   SOLE   562,500 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 78,397 5,147,532 SH   SOLE   5,147,532 0 0
YUM BRANDS INC COM 988498101 39,975 500,000 SH Call SOLE   500,000 0 0
YUM BRANDS INC COM 988498101 99,854 1,248,950 SH   SOLE   1,248,950 0 0
ZS PHARMA INC COM 98979G105 7,682 117,000 SH   SOLE   117,000 0 0