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
58 COM INC SPON ADR REP A 31680Q104 17,219 268,800 SH   SOLE   268,800 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 18,121 2,045,256 SH   SOLE   2,045,256 0 0
AERCAP HOLDINGS NV SHS N00985106 114,475 2,500,000 SH   SOLE   2,500,000 0 0
AETNA INC NEW COM 00817Y108 23,215 182,138 SH   SOLE   182,138 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 536,732 6,524,032 SH   SOLE   6,524,032 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 94,611 1,150,000 SH Call SOLE   1,150,000 0 0
ALLERGAN PLC SHS G0177J108 279,515 921,093 SH   SOLE   921,093 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 104,568 100,000 PRN   SOLE   100,000 0 0
ALLY FINL INC COM 02005N100 49,651 2,213,600 SH   SOLE   2,213,600 0 0
ALPHA NAT RES INC COM 02076X102 966 3,200,794 SH   SOLE   3,200,794 0 0
AMAZON COM INC COM 023135106 27,782 64,000 SH   SOLE   64,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 12,601 315,545 SH   SOLE   315,545 0 0
APPLE INC COM 037833100 686,343 5,472,140 SH   SOLE   5,472,140 0 0
ARAMARK COM 03852U106 68,924 2,225,500 SH   SOLE   2,225,500 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 43,878 5,305,742 SH   SOLE   5,305,742 0 0
BAIDU INC SPON ADR REP A 056752108 379,137 1,904,444 SH   SOLE   1,904,444 0 0
BAXTER INTL INC COM 071813109 30,455 435,510 SH   SOLE   435,510 0 0
BAXTER INTL INC EX DISTRIB WI 071813141 11,905 313,300 SH   SOLE   313,300 0 0
BLACK KNIGHT FINL SVCS INC CL A 09214X100 4,785 155,000 SH   SOLE   155,000 0 0
BLOOMIN BRANDS INC COM 094235108 23,272 1,090,026 SH   SOLE   1,090,026 0 0
BOB EVANS FARMS INC COM 096761101 96,995 1,900,000 SH   SOLE   1,900,000 0 0
BROOKDALE SR LIVING INC COM 112463104 127,629 3,678,076 SH   SOLE   3,678,076 0 0
CENTRAL EUROPEAN MEDIA NOTE 5.000%11/1 153443AH9 62,578 62,500,000 PRN   SOLE   62,500,000 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 10,239 4,696,594 SH   SOLE   4,696,594 0 0
CHINA BIOLOGIC PRODS INC COM 16938C106 16,122 140,000 SH   SOLE   140,000 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 42,798 667,784 SH   SOLE   667,784 0 0
CIGNA CORPORATION COM 125509109 23,976 148,000 SH   SOLE   148,000 0 0
CIMAREX ENERGY CO COM 171798101 48,736 441,806 SH   SOLE   441,806 0 0
CITIGROUP INC COM NEW 172967424 108,501 1,964,170 SH   SOLE   1,964,170 0 0
CONCHO RES INC COM 20605P101 160,709 1,411,463 SH   SOLE   1,411,463 0 0
DARDEN RESTAURANTS INC COM 237194105 15,126 212,800 SH   SOLE   212,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 20,129 490,000 SH   SOLE   490,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 65,525 869,262 SH   SOLE   869,262 0 0
DOLLAR TREE INC COM 256746108 72,694 920,295 SH   SOLE   920,295 0 0
EATON CORP PLC SHS G29183103 46,811 693,600 SH   SOLE   693,600 0 0
E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 2,697 300,000 SH   SOLE   300,000 0 0
ENDO INTL PLC SHS G30401106 223,072 2,800,650 SH   SOLE   2,800,650 0 0
ENERGEN CORP COM 29265N108 63,191 925,195 SH   SOLE   925,195 0 0
ESSENT GROUP LTD COM G3198U102 5,687 207,949 SH   SOLE   207,949 0 0
FIAT CHRYSLER AUTOMOBILES N MAN COV SEC 16 N31738110 67,421 52,960,000 PRN   SOLE   52,960,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 74,472 5,125,400 SH   SOLE   5,125,400 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 88,275 565,650 SH   SOLE   565,650 0 0
GODADDY INC CL A 380237107 33,218 1,178,354 SH   SOLE   1,178,354 0 0
GOOGLE INC CL C 38259P706 54,289 104,300 SH   SOLE   104,300 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 75,471 1,246,829 SH   SOLE   1,246,829 0 0
HORIZON PHARMA PLC SHS G4617B105 145,572 4,190,340 SH   SOLE   4,190,340 0 0
HUMANA INC COM 444859102 22,954 120,000 SH   SOLE   120,000 0 0
IMPERIAL HLDGS INC COM 452834104 5,402 933,065 SH   SOLE   933,065 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 792,400 20,000,000 SH Call SOLE   20,000,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 13,411 646,000 SH   SOLE   646,000 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 35,865 1,570,250 SH   SOLE   1,570,250 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 58,109 696,000 SH   SOLE   696,000 0 0
MAGNA INTL INC COM 559222401 131,926 2,352,307 SH   SOLE   2,352,307 0 0
MAXPOINT INTERACTIVE INC COM 57777M102 2,424 300,000 SH   SOLE   300,000 0 0
MCDONALDS CORP COM 580135101 43,941 462,200 SH   SOLE   462,200 0 0
MCGRAW HILL FINL INC COM 580645109 110,696 1,102,000 SH   SOLE   1,102,000 0 0
MDC PARTNERS INC CL A SUB VTG 552697104 2,955 150,000 SH   SOLE   150,000 0 0
MEDIVATION INC COM 58501N101 61,211 536,000 SH   SOLE   536,000 0 0
MGIC INVT CORP WIS COM 552848103 140,181 12,318,200 SH   SOLE   12,318,200 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 8,350 5,000,000 PRN   SOLE   5,000,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 93,439 4,096,415 SH   SOLE   4,096,415 0 0
NAVISTAR INTL CORP NEW NOTE 4.500%10/1 63934EAQ1 21,438 25,000,000 PRN   SOLE   25,000,000 0 0
NETEASE INC SPONSORED ADR 64110W102 159,630 1,101,925 SH   SOLE   1,101,925 0 0
NETFLIX INC COM 64110L106 9,854 15,000 SH   SOLE   15,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 21,742 886,700 SH   SOLE   886,700 0 0
NORTHROP GRUMMAN CORP COM 666807102 24,429 154,000 SH   SOLE   154,000 0 0
PARSLEY ENERGY INC CL A 701877102 41,152 2,362,316 SH   SOLE   2,362,316 0 0
PARTY CITY HOLDCO INC COM 702149105 17,230 850,000 SH   SOLE   850,000 0 0
PERRIGO CO PLC SHS G97822103 83,048 449,320 SH   SOLE   449,320 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 62,830 928,200 SH   SOLE   928,200 0 0
RADIAN GROUP INC COM 750236101 106,791 5,692,500 SH   SOLE   5,692,500 0 0
RSP PERMIAN INC COM 74978Q105 6,184 220,000 SH   SOLE   220,000 0 0
SINA CORP ORD G81477104 41,801 780,376 SH   SOLE   780,376 0 0
SOHU COM INC COM 83408W103 33,627 569,074 SH   SOLE   569,074 0 0
SOUFUN HLDGS LTD ADR 836034108 69,953 8,317,895 SH   SOLE   8,317,895 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 11,219 110,000 SH   SOLE   110,000 0 0
T MOBILE US INC COM 872590104 179,790 4,637,346 SH   SOLE   4,637,346 0 0
T MOBILE US INC CONV PFD SER A 872590203 50,625 750,000 SH   SOLE   750,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 96,594 1,465,765 SH   SOLE   1,465,765 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 19,706 1,204,535 SH   SOLE   1,204,535 0 0
TIME WARNER CABLE INC COM 88732J207 311,681 1,749,347 SH   SOLE   1,749,347 0 0
TOKAI PHARMACEUTICALS INC COM 88907J107 203 15,294 SH   SOLE   15,294 0 0
TRANSUNION COM 89400J107 5,020 200,000 SH   SOLE   200,000 0 0
U S SILICA HLDGS INC COM 90346E103 36,034 1,227,301 SH   SOLE   1,227,301 0 0
UNITED CONTL HLDGS INC COM 910047109 13,231 249,590 SH   SOLE   249,590 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 265,746 5,137,168 SH   SOLE   5,137,168 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 40,880 1,000,000 SH   SOLE   1,000,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 122,109 5,488,032 SH   SOLE   5,488,032 0 0
VISA INC COM CL A 92826C839 317,233 4,724,240 SH   SOLE   4,724,240 0 0
VOYA FINL INC COM 929089100 188,900 4,064,990 SH   SOLE   4,064,990 0 0
WEIBO CORP SPONSORED ADR 948596101 13,697 799,100 SH   SOLE   799,100 0 0
WHITING PETE CORP NEW COM 966387102 11,805 351,351 SH   SOLE   351,351 0 0
YAHOO INC COM 984332106 95,023 2,418,500 SH   SOLE   2,418,500 0 0
YANDEX N V SHS CLASS A N97284108 15,951 1,048,000 SH   SOLE   1,048,000 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 8,831 360,000 SH   SOLE   360,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 123,990 4,520,232 SH   SOLE   4,520,232 0 0
YY INC ADS REPCOM CLA 98426T106 54,309 781,200 SH   SOLE   781,200 0 0