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
ACTIVISION BLIZZARD INC COM 00507V109 130,415 2,943,900 SH   SOLE   2,943,900 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 52,387 351,306 SH   SOLE   351,306 0 0
ADVANCED MICRO DEVICES INC COM 007903107 21,449 3,104,121 SH   SOLE   3,104,121 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 53,628 506,932 SH   SOLE   506,932 0 0
ALTRIA GROUP INC COM 02209S103 14,024 221,800 SH   SOLE   221,800 0 0
AMAZON COM INC COM 023135106 183,862 219,587 SH   SOLE   219,587 0 0
APPLE INC COM 037833100 55,112 487,500 SH   SOLE   487,500 0 0
APPTIO INC CL A 03835C108 977 45,000 SH   SOLE   45,000 0 0
BAIDU INC SPON ADR REP A 056752108 129,964 713,814 SH   SOLE   713,814 0 0
BIOGEN INC COM 09062X103 30,458 97,300 SH   SOLE   97,300 0 0
BROADCOM LTD SHS Y09827109 69,008 400,000 SH Call SOLE   400,000 0 0
BROADCOM LTD SHS Y09827109 191,946 1,112,600 SH   SOLE   1,112,600 0 0
CALLON PETE CO DEL COM 13123X102 97,210 6,191,720 SH   SOLE   6,191,720 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 10,849 4,696,594 SH   SOLE   4,696,594 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 13,995 513,581 SH   SOLE   513,581 0 0
CIMAREX ENERGY CO COM 171798101 108,412 806,814 SH   SOLE   806,814 0 0
CONCHO RES INC COM 20605P101 34,123 248,440 SH   SOLE   248,440 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 74,905 4,307,385 SH   SOLE   4,307,385 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 229,294 4,923,633 SH   SOLE   4,923,633 0 0
E L F BEAUTY INC COM 26856L103 1,968 70,000 SH   SOLE   70,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 58,176 1,997,800 SH   SOLE   1,997,800 0 0
ENCANA CORP COM 292505104 43,957 4,200,000 SH   SOLE   4,200,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 14,543 1,050,000 SH   SOLE   1,050,000 0 0
FACEBOOK INC CL A 30303M102 200,043 1,559,543 SH   SOLE   1,559,543 0 0
GENERAL DYNAMICS CORP COM 369550108 59,892 386,000 SH   SOLE   386,000 0 0
GILEAD SCIENCES INC COM 375558103 29,037 367,000 SH   SOLE   367,000 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 2,126 143,532 SH   SOLE   143,532 0 0
HRG GROUP INC COM 40434J100 52,656 3,353,856 SH   SOLE   3,353,856 0 0
ICICI BK LTD ADR 45104G104 8,775 1,174,700 SH   SOLE   1,174,700 0 0
INCYTE CORP COM 45337C102 11,786 125,000 SH   SOLE   125,000 0 0
INTELSAT S A COM L5140P101 12,384 4,569,797 SH   SOLE   4,569,797 0 0
ISHARES MSCI BRZ CAP ETF 464286400 34,911 1,035,000 SH   SOLE   1,035,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 37,450 1,000,000 SH   SOLE   1,000,000 0 0
JACK IN THE BOX INC COM 466367109 22,863 238,303 SH   SOLE   238,303 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 6,751 1,153,961 SH   SOLE   1,153,961 0 0
KELLOGG CO COM 487836108 254,802 3,289,043 SH   SOLE   3,289,043 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 69,588 461,674 SH   SOLE   461,674 0 0
MACYS INC COM 55616P104 94,250 2,543,850 SH   SOLE   2,543,850 0 0
MCDONALDS CORP COM 580135101 72,383 627,457 SH   SOLE   627,457 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 6,334 5,000,000 PRN   SOLE   5,000,000 0 0
MICRON TECHNOLOGY INC COM 595112103 62,120 3,493,823 SH   SOLE   3,493,823 0 0
MICRON TECHNOLOGY INC COM 595112103 71,120 4,000,000 SH Call SOLE   4,000,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 52,627 4,501,915 SH   SOLE   4,501,915 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 23,597 509,000 SH   SOLE   509,000 0 0
NEWMONT MINING CORP COM 651639106 13,280 338,000 SH   SOLE   338,000 0 0
NOKIA CORP SPONSORED ADR 654902204 4,343 750,000 SH   SOLE   750,000 0 0
NUTANIX INC CL A 67059N108 1,850 50,000 SH   SOLE   50,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 8,084 249,492 SH   SOLE   249,492 0 0
PANERA BREAD CO CL A 69840W108 23,884 122,659 SH   SOLE   122,659 0 0
PARSLEY ENERGY INC CL A 701877102 28,907 862,627 SH   SOLE   862,627 0 0
PARTY CITY HOLDCO INC COM 702149105 22,259 1,300,193 SH   SOLE   1,300,193 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 146,081 15,657,082 SH   SOLE   15,657,082 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 98,866 11,897,210 SH   SOLE   11,897,210 0 0
PIONEER NAT RES CO COM 723787107 12,535 67,518 SH   SOLE   67,518 0 0
QEP RES INC COM 74733V100 42,396 2,170,800 SH   SOLE   2,170,800 0 0
RICE ENERGY INC COM 762760106 28,721 1,100,000 SH   SOLE   1,100,000 0 0
ROYAL BK OF SCOTLAND PLC DEBT 7.500%12/3 780099CJ4 9,200 10,000,000 PRN   SOLE   10,000,000 0 0
ROYAL BK OF SCOTLAND PLC NOTE 8.000%12/3 780099CK1 9,425 10,000,000 PRN   SOLE   10,000,000 0 0
SM ENERGY CO COM 78454L100 29,565 766,337 SH   SOLE   766,337 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 99,435 1,500,000 SH   SOLE   1,500,000 0 0
SPRINT CORP COM SER 1 85207U105 158,049 23,838,454 SH   SOLE   23,838,454 0 0
T MOBILE US INC COM 872590104 63,262 1,354,064 SH   SOLE   1,354,064 0 0
T MOBILE US INC CONV PFD SER A 872590203 58,553 750,000 SH   SOLE   750,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 148,733 2,621,311 SH   SOLE   2,621,311 0 0
THE TRADE DESK INC COM CL A 88339J105 1,461 50,000 SH   SOLE   50,000 0 0
TRANSOCEAN LTD REG SHS H8817H100 5,229 490,500 SH   SOLE   490,500 0 0
TWITTER INC NOTE 0.250% 9/1 90184LAB8 101,410 105,500,000 PRN   SOLE   105,500,000 0 0
TWITTER INC NOTE 1.000% 9/1 90184LAD4 113,749 119,500,000 PRN   SOLE   119,500,000 0 0
U S SILICA HLDGS INC COM 90346E103 22,390 480,878 SH   SOLE   480,878 0 0
UNITED CONTL HLDGS INC COM 910047109 25,710 490,000 SH   SOLE   490,000 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 81,981 1,851,000 SH   SOLE   1,851,000 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 78,339 2,964,000 SH   SOLE   2,964,000 0 0
VISA INC COM CL A 92826C839 199,605 2,413,604 SH   SOLE   2,413,604 0 0
WALTER INVT MGMT CORP NOTE 4.500%11/0 93317WAA0 5,552 9,500,000 PRN   SOLE   9,500,000 0 0
WESTERN DIGITAL CORP COM 958102105 43,967 751,950 SH   SOLE   751,950 0 0
WPX ENERGY INC COM 98212B103 68,496 5,193,049 SH   SOLE   5,193,049 0 0
YANDEX N V SHS CLASS A N97284108 49,615 2,357,000 SH   SOLE   2,357,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 106,972 5,871,147 SH   SOLE   5,871,147 0 0