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 15,154 858,100 SH   SOLE   858,100 0 0
ACHILLION PHARMACEUTICALS IN COM 00448Q201 13,301 1,348,985 SH   SOLE   1,348,985 0 0
ACTAVIS PLC PFD CONV SER A G0083B116 101,200 100,000 SH   SOLE   100,000 0 0
ACTAVIS PLC SHS G0083B108 279,828 940,218 SH   SOLE   940,218 0 0
ALBEMARLE CORP COM 012653101 56,793 1,074,818 SH   SOLE   1,074,818 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 730,357 8,774,111 SH   SOLE   8,774,111 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 157,382 1,890,700 SH Call SOLE   1,890,700 0 0
ALLSTATE CORP COM 020002101 81,282 1,142,081 SH   SOLE   1,142,081 0 0
ALLY FINL INC COM 02005N100 41,960 2,000,000 SH   SOLE   2,000,000 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 3,200 3,200,794 SH   SOLE   3,200,794 0 0
AMAZON COM INC COM 023135106 89,602 240,800 SH   SOLE   240,800 0 0
AMAZON COM INC COM 023135106 186,050 500,000 SH Call SOLE   500,000 0 0
APPLE INC COM 037833100 579,077 4,653,840 SH   SOLE   4,653,840 0 0
ARAMARK COM 03852U106 28,688 907,000 SH   SOLE   907,000 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 48,138 5,842,050 SH   SOLE   5,842,050 0 0
BAIDU INC SPON ADR REP A 056752108 365,444 1,753,569 SH   SOLE   1,753,569 0 0
BAXTER INTL INC COM 071813109 105,333 1,537,710 SH   SOLE   1,537,710 0 0
BOB EVANS FARMS INC COM 096761101 101,772 2,200,000 SH   SOLE   2,200,000 0 0
BROOKDALE SR LIVING INC COM 112463104 131,785 3,490,076 SH   SOLE   3,490,076 0 0
CARTER INC COM 146229109 35,832 387,500 SH   SOLE   387,500 0 0
CENTRAL EUROPEAN MEDIA NOTE 5.000%11/1 153443AH9 62,930 62,500,000 PRN   SOLE   62,500,000 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 12,493 4,696,594 SH   SOLE   4,696,594 0 0
CITIGROUP INC COM NEW 172967424 298,181 5,787,670 SH   SOLE   5,787,670 0 0
COCA COLA CO COM 191216100 75,018 1,850,000 SH   SOLE   1,850,000 0 0
CONCHO RES INC COM 20605P101 96,570 833,073 SH   SOLE   833,073 0 0
CREDICORP LTD COM G2519Y108 45,270 321,912 SH   SOLE   321,912 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 37,227 828,000 SH   SOLE   828,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 94,829 1,234,112 SH   SOLE   1,234,112 0 0
DISNEY WALT CO COM DISNEY 254687106 35,837 341,661 SH   SOLE   341,661 0 0
DOLLAR TREE INC COM 256746108 122,196 1,505,895 SH   SOLE   1,505,895 0 0
ENDO INTL PLC SHS G30401106 180,409 2,011,250 SH   SOLE   2,011,250 0 0
ESSENT GROUP LTD COM G3198U102 3,179 132,949 SH   SOLE   132,949 0 0
FACEBOOK INC CL A 30303M102 56,399 686,000 SH   SOLE   686,000 0 0
FIAT CHRYSLER AUTOMOBILES N MAN COV SEC 16 N31738110 73,085 52,960,000 SH   SOLE   52,960,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 61,965 3,799,200 SH   SOLE   3,799,200 0 0
FIVE BELOW INC COM 33829M101 9,970 280,302 SH   SOLE   280,302 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 127,301 843,500 SH   SOLE   843,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 83,828 3,095,575 SH   SOLE   3,095,575 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 104,883 1,781,000 SH   SOLE   1,781,000 0 0
HORIZON PHARMA PLC SHS G4617B105 6,155 237,000 SH   SOLE   237,000 0 0
IMPERIAL HLDGS INC COM 452834104 11,501 1,650,000 SH   SOLE   1,650,000 0 0
INTEL CORP COM 458140100 24,476 782,717 SH   SOLE   782,717 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 40,130 1,000,000 SH   SOLE   1,000,000 0 0
KEURIG GREEN MTN INC COM 49271M100 22,569 202,000 SH   SOLE   202,000 0 0
MACERICH CO COM 554382101 45,555 540,200 SH   SOLE   540,200 0 0
MACYS INC COM 55616P104 57,523 886,200 SH   SOLE   886,200 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 38,600 456,000 SH   SOLE   456,000 0 0
MASTERCARD INC CL A 57636Q104 35,757 413,906 SH   SOLE   413,906 0 0
MAXPOINT INTERACTIVE INC COM 57777M102 2,874 300,000 SH   SOLE   300,000 0 0
MCGRAW HILL FINL INC COM 580645109 113,947 1,102,000 SH   SOLE   1,102,000 0 0
MEDIVATION INC COM 58501N101 25,169 195,000 SH   SOLE   195,000 0 0
MGIC INVT CORP WIS COM 552848103 122,415 12,711,800 SH   SOLE   12,711,800 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 7,366 5,000,000 PRN   SOLE   5,000,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 92,086 4,378,800 SH   SOLE   4,378,800 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 192,404 2,926,298 SH   SOLE   2,926,298 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 44,114 2,902,213 SH   SOLE   2,902,213 0 0
NAVISTAR INTL CORP NEW NOTE 4.500%10/1 63934EAQ1 22,328 25,000,000 PRN   SOLE   25,000,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 112,566 3,815,781 SH   SOLE   3,815,781 0 0
NOBLE ENERGY INC COM 655044105 50,709 1,037,000 SH   SOLE   1,037,000 0 0
NOKIA CORP SPONSORED ADR 654902204 166,228 21,929,763 SH   SOLE   21,929,763 0 0
NORDSTROM INC COM 655664100 43,533 542,000 SH   SOLE   542,000 0 0
PANERA BREAD CO CL A 69840W108 69,031 431,458 SH   SOLE   431,458 0 0
PARSLEY ENERGY INC CL A 701877102 15,980 1,000,000 SH   SOLE   1,000,000 0 0
PDC ENERGY INC COM 69327R101 23,361 432,300 SH   SOLE   432,300 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 86,443 14,383,200 SH   SOLE   14,383,200 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 97,682 16,039,698 SH   SOLE   16,039,698 0 0
PRICELINE GRP INC COM NEW 741503403 64,942 55,785 SH   SOLE   55,785 0 0
RADIAN GROUP INC COM 750236101 100,614 5,992,500 SH   SOLE   5,992,500 0 0
SOUTHWEST AIRLS CO COM 844741108 56,844 1,283,150 SH   SOLE   1,283,150 0 0
SVB FINL GROUP COM 78486Q101 22,296 175,500 SH   SOLE   175,500 0 0
T MOBILE US INC COM 872590104 150,767 4,757,546 SH   SOLE   4,757,546 0 0
T MOBILE US INC CONV PFD SER A 872590203 58,660 1,000,000 SH   SOLE   1,000,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 64,052 1,109,315 SH   SOLE   1,109,315 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 37,034 2,233,664 SH   SOLE   2,233,664 0 0
TOKAI PHARMACEUTICALS INC COM 88907J107 3,435 304,000 SH   SOLE   304,000 0 0
UNITED CONTL HLDGS INC COM 910047109 31,557 469,250 SH   SOLE   469,250 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 324,158 6,933,856 SH   SOLE   6,933,856 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 106,550 536,450 SH   SOLE   536,450 0 0
VALERO ENERGY CORP NEW COM 91913Y100 36,079 567,101 SH   SOLE   567,101 0 0
VERA BRADLEY INC COM 92335C106 4,090 251,987 SH   SOLE   251,987 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 27,968 950,000 SH Put SOLE   950,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 54,788 1,861,000 SH   SOLE   1,861,000 0 0
VISA INC COM CL A 92826C839 359,339 5,493,640 SH   SOLE   5,493,640 0 0
VMWARE INC CL A COM 928563402 83,620 1,019,629 SH   SOLE   1,019,629 0 0
VOYA FINL INC COM 929089100 297,343 6,897,300 SH   SOLE   6,897,300 0 0
WAL-MART STORES INC COM 931142103 292,232 3,552,977 SH   SOLE   3,552,977 0 0
WHITING PETE CORP NEW COM 966387102 110,468 3,575,000 SH   SOLE   3,575,000 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 99,027 4,343,300 SH   SOLE   4,343,300 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 93,665 3,412,194 SH   SOLE   3,412,194 0 0