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 25,448 1,645,000 SH   SOLE   1,645,000 0 0
ACTAVIS PLC SHS G0083B108 211,729 822,536 SH   SOLE   822,536 0 0
ALBEMARLE CORP COM 012653101 30,890 513,718 SH   SOLE   513,718 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 207,880 20,000,000 SH Call SOLE   20,000,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 961,706 9,252,511 SH   SOLE   9,252,511 0 0
ALLIANT TECHSYSTEMS INC COM 018804104 231,664 1,992,809 SH   SOLE   1,992,809 0 0
ALLY FINL INC COM 02005N100 47,240 2,000,000 SH   SOLE   2,000,000 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 5,345 3,200,794 SH   SOLE   3,200,794 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 142,889 2,664,341 SH   SOLE   2,664,341 0 0
ANADARKO PETE CORP COM 032511107 97,606 1,183,098 SH   SOLE   1,183,098 0 0
APPLE INC COM 037833100 877,886 7,953,305 SH   SOLE   7,953,305 0 0
AUTODESK INC COM 052769106 11,592 193,000 SH   SOLE   193,000 0 0
BAIDU INC SPON ADR REP A 056752108 275,502 1,208,500 SH   SOLE   1,208,500 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 14,440 1,080,000 SH   SOLE   1,080,000 0 0
BEST BUY INC COM 086516101 42,079 1,079,500 SH   SOLE   1,079,500 0 0
BLOCK H & R INC COM 093671105 34,455 1,023,000 SH   SOLE   1,023,000 0 0
BOB EVANS FARMS INC COM 096761101 112,596 2,200,000 SH   SOLE   2,200,000 0 0
CANADIAN NAT RES LTD COM 136385101 45,424 1,471,000 SH   SOLE   1,471,000 0 0
CENTRAL EUROPEAN MEDIA NOTE 5.000%11/1 153443AH9 62,500 62,500,000 PRN   SOLE   62,500,000 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 14,704 4,580,691 SH   SOLE   4,580,691 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 12,670 301,800 SH   SOLE   301,800 0 0
CIMAREX ENERGY CO COM 171798101 85,330 805,000 SH   SOLE   805,000 0 0
CITIGROUP INC COM NEW 172967424 150,626 2,783,700 SH   SOLE   2,783,700 0 0
COCA COLA CO COM 191216100 94,615 2,241,000 SH   SOLE   2,241,000 0 0
COMERICA INC COM 200340107 38,151 814,496 SH   SOLE   814,496 0 0
CONCHO RES INC COM 20605P101 1,496 15,000 SH   SOLE   15,000 0 0
COOPER TIRE & RUBR CO COM 216831107 25,291 729,903 SH   SOLE   729,903 0 0
CREDICORP LTD COM G2519Y108 56,930 355,412 SH   SOLE   355,412 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 114,809 2,334,000 SH   SOLE   2,334,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 79,185 1,324,612 SH   SOLE   1,324,612 0 0
DICKS SPORTING GOODS INC COM 253393102 59,386 1,196,100 SH   SOLE   1,196,100 0 0
DISNEY WALT CO COM DISNEY 254687106 76,526 812,461 SH   SOLE   812,461 0 0
DOLLAR TREE INC COM 256746108 111,074 1,578,200 SH   SOLE   1,578,200 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 39,487 1,628,000 SH   SOLE   1,628,000 0 0
EBAY INC COM 278642103 57,929 1,032,234 SH   SOLE   1,032,234 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 3,317 90,000 SH   SOLE   90,000 0 0
ENDO INTL PLC SHS G30401106 140,465 1,947,650 SH   SOLE   1,947,650 0 0
EOG RES INC COM 26875P101 191,841 2,083,644 SH   SOLE   2,083,644 0 0
ESSENT GROUP LTD COM G3198U102 1,800 70,000 SH   SOLE   70,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 75,270 6,500,000 SH   SOLE   6,500,000 0 0
FIVE BELOW INC COM 33829M101 7,811 191,302 SH   SOLE   191,302 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 160,012 1,076,000 SH   SOLE   1,076,000 0 0
FMSA HLDGS INC COM 30255X106 11,162 1,613,000 SH   SOLE   1,613,000 0 0
FX ENERGY INC COM 302695101 1,057 681,691 SH   SOLE   681,691 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 75,182 2,631,500 SH   SOLE   2,631,500 0 0
GOPRO INC CL A 38268T103 30,093 476,000 SH Call SOLE   476,000 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 52,651 5,067,462 SH   SOLE   5,067,462 0 0
IMPERIAL HLDGS INC COM 452834104 10,758 1,650,000 SH   SOLE   1,650,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 62,936 287,000 SH   SOLE   287,000 0 0
ISHARES MSCI BRZ CAP ETF 464286400 109,099 2,983,300 SH   SOLE   2,983,300 0 0
ISHARES TR TRANS AVG ETF 464287192 99,262 605,000 SH   SOLE   605,000 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 14,753 1,134,000 SH   SOLE   1,134,000 0 0
JPMORGAN CHASE & CO COM 46625H100 21,377 341,600 SH   SOLE   341,600 0 0
LENDINGCLUB CORP COM 52603A109 5,505 217,604 SH   SOLE   217,604 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 34,059 1,157,698 SH   SOLE   1,157,698 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 23,887 745,995 SH   SOLE   745,995 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 15,052 200,000 SH   SOLE   200,000 0 0
MARKET VECTORS ETF TR INDIA SMALL CP 57061R551 3,906 87,400 SH   SOLE   87,400 0 0
MASTERCARD INC CL A 57636Q104 184,839 2,145,298 SH   SOLE   2,145,298 0 0
METLIFE INC COM 59156R108 87,496 1,617,600 SH   SOLE   1,617,600 0 0
MGIC INVT CORP WIS COM 552848103 100,923 10,828,600 SH   SOLE   10,828,600 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 7,316 5,000,000 PRN   SOLE   5,000,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 242,160 3,224,498 SH   SOLE   3,224,498 0 0
MICRON TECHNOLOGY INC COM 595112103 233,411 6,666,987 SH   SOLE   6,666,987 0 0
MOHAWK INDS INC COM 608190104 9,597 61,773 SH   SOLE   61,773 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 31,933 2,652,213 SH   SOLE   2,652,213 0 0
MYLAN INC COM 628530107 63,509 1,126,650 SH   SOLE   1,126,650 0 0
NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 1,147 640,719 SH   SOLE   640,719 0 0
NAVISTAR INTL CORP NEW COM 63934E108 144,179 4,306,417 SH   SOLE   4,306,417 0 0
NAVISTAR INTL CORP NEW NOTE 4.500%10/1 63934EAQ1 23,969 25,000,000 PRN   SOLE   25,000,000 0 0
NIKE INC CL B 654106103 40,498 421,200 SH   SOLE   421,200 0 0
NOKIA CORP SPONSORED ADR 654902204 170,894 21,742,263 SH   SOLE   21,742,263 0 0
NORDSTROM INC COM 655664100 31,994 403,000 SH   SOLE   403,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 64,940 850,000 SH   SOLE   850,000 0 0
OFFICE DEPOT INC COM 676220106 13,416 1,564,500 SH   SOLE   1,564,500 0 0
OI S.A. SPN ADR NEW 670851302 9,656 2,882,537 SH   SOLE   2,882,537 0 0
OI S.A. SPN ADR PFD NEW 670851401 10,933 3,427,326 SH   SOLE   3,427,326 0 0
ON DECK CAP INC COM 682163100 2,254 100,500 SH   SOLE   100,500 0 0
PANERA BREAD CO CL A 69840W108 56,195 321,483 SH   SOLE   321,483 0 0
PARAMOUNT GROUP INC COM 69924R108 37,924 2,040,000 SH   SOLE   2,040,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 14,402 1,900,000 SH   SOLE   1,900,000 0 0
POST HLDGS INC COM 737446104 20,593 491,600 SH   SOLE   491,600 0 0
PRECISION CASTPARTS CORP COM 740189105 144,067 598,085 SH   SOLE   598,085 0 0
PRUDENTIAL FINL INC COM 744320102 202,766 2,241,500 SH   SOLE   2,241,500 0 0
RADIAN GROUP INC COM 750236101 84,078 5,028,600 SH   SOLE   5,028,600 0 0
SALIX PHARMACEUTICALS INC COM 795435106 56,033 487,500 SH   SOLE   487,500 0 0
SANDISK CORP COM 80004C101 274,393 2,800,500 SH   SOLE   2,800,500 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 15,400 317,000 SH   SOLE   317,000 0 0
SIENTRA INC COM 82621J105 840 50,000 SH   SOLE   50,000 0 0
SINA CORP NOTE 1.000%12/0 82922RAD5 34,109 37,000,000 PRN   SOLE   37,000,000 0 0
SOUTHWEST AIRLS CO COM 844741108 57,312 1,354,250 SH   SOLE   1,354,250 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 102,320 2,514,000 SH   SOLE   2,514,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 25,366 530,000 SH   SOLE   530,000 0 0
SVB FINL GROUP COM 78486Q101 20,370 175,500 SH   SOLE   175,500 0 0
T MOBILE US INC COM 872590104 141,439 5,250,146 SH   SOLE   5,250,146 0 0
T MOBILE US INC CONV PFD SER A 872590203 52,990 1,000,000 SH   SOLE   1,000,000 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 54,725 2,463,964 SH   SOLE   2,463,964 0 0
TIME WARNER CABLE INC COM 88732J207 75,270 495,000 SH   SOLE   495,000 0 0
TOKAI PHARMACEUTICALS INC COM 88907J107 4,481 304,000 SH   SOLE   304,000 0 0
TOWERS WATSON & CO CL A 891894107 61,067 539,600 SH   SOLE   539,600 0 0
TUMI HLDGS INC COM 89969Q104 21,388 901,300 SH   SOLE   901,300 0 0
U S SILICA HLDGS INC COM 90346E103 8,246 321,000 SH   SOLE   321,000 0 0
UNITED CONTL HLDGS INC COM 910047109 94,087 1,406,600 SH   SOLE   1,406,600 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 192,415 6,933,856 SH   SOLE   6,933,856 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 40,020 1,000,000 SH   SOLE   1,000,000 0 0
VERA BRADLEY INC COM 92335C106 5,135 251,987 SH   SOLE   251,987 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 80,302 4,109,600 SH   SOLE   4,109,600 0 0
VIRGIN AMER INC COM VTG 92765X208 4,325 100,000 SH   SOLE   100,000 0 0
VISA INC COM CL A 92826C839 187,945 716,800 SH   SOLE   716,800 0 0
VMWARE INC CL A COM 928563402 56,372 683,129 SH   SOLE   683,129 0 0
VOYA FINL INC COM 929089100 211,862 4,999,100 SH   SOLE   4,999,100 0 0
WALTER INVT MGMT CORP COM 93317W102 14,653 887,528 SH   SOLE   887,528 0 0
WALTER INVT MGMT CORP NOTE 4.500%11/0 93317WAA0 3,775 5,000,000 PRN   SOLE   5,000,000 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 89,713 4,068,600 SH   SOLE   4,068,600 0 0
YAHOO INC COM 984332106 45,532 901,451 SH   SOLE   901,451 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 30,795 1,163,394 SH   SOLE   1,163,394 0 0