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 1,451 22,000 SH   SOLE   22,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,294 59,267 SH   SOLE   59,267 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 79,184 526,107 SH   SOLE   502,570 0 23,537
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,502 80,000 SH   SOLE   80,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,127 100,000 SH Put SOLE   100,000 0 0
ALPHABET INC CAP STK CL A 02079K305 19,292 24,796 SH   SOLE   20,277 0 4,519
ALPHABET INC CAP STK CL C 02079K107 140,871 185,630 SH   SOLE   176,540 0 9,090
AMAZON COM INC COM 023135106 70,586 104,434 SH   SOLE   96,214 0 8,220
AMAZON COM INC COM 023135106 3,379 5,000 SH Call SOLE   5,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 89,916 12,664,183 SH   SOLE   12,384,141 0 280,042
ARM HLDGS PLC SPONSORED ADR 042068106 5,101 112,745 SH   SOLE   98,980 0 13,765
ATLASSIAN CORP PLC CL A G06242104 2,926 97,267 SH   SOLE   97,267 0 0
AUTOZONE INC COM 053332102 3,330 4,489 SH   SOLE   3,599 0 890
BRISTOL MYERS SQUIBB CO COM 110122108 134,696 1,958,072 SH   SOLE   1,891,674 0 66,398
BROOKDALE SR LIVING INC NOTE 2.750% 6/1 112463AA2 1,987 2,000,000 PRN   SOLE   2,000,000 0 0
CF INDS HLDGS INC COM 125269100 122,430 3,000,000 SH Call SOLE   3,000,000 0 0
CF INDS HLDGS INC COM 125269100 375,109 9,191,603 SH   SOLE   9,044,630 0 146,973
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 4,506 80,000 SH   SOLE   80,000 0 0
COCA COLA CO COM 191216100 76,453 1,779,643 SH   SOLE   1,731,169 0 48,474
COLGATE PALMOLIVE CO COM 194162103 6,865 103,045 SH   SOLE   82,642 0 20,403
COMCAST CORP NEW CL A 20030N101 1,078 19,107 SH   SOLE   19,107 0 0
CONSTELLATION BRANDS INC CL A 21036P108 131,869 925,785 SH   SOLE   889,994 0 35,791
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,706 80,000 SH Put SOLE   80,000 0 0
DANAHER CORP DEL COM 235851102 6,966 75,000 SH   SOLE   75,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 85,855 1,693,732 SH   SOLE   1,577,381 0 116,351
DOLLAR GEN CORP NEW COM 256677105 9,733 135,430 SH   SOLE   108,591 0 26,839
DOLLAR TREE INC COM 256746108 42,774 553,919 SH   SOLE   500,083 0 53,836
ELECTRONIC ARTS INC COM 285512109 1,792 26,082 SH   SOLE   26,082 0 0
EROS INTL PLC SHS NEW G3788M114 5,134 561,142 SH   SOLE   561,142 0 0
FACEBOOK INC CL A 30303M102 114,451 1,093,552 SH   SOLE   1,030,679 0 62,873
FISERV INC COM 337738108 1,096 11,979 SH   SOLE   11,979 0 0
FREEPORT-MCMORAN INC CL B 35671D857 18,851 2,784,515 SH   SOLE   2,642,890 0 141,625
GENERAL ELECTRIC CO COM 369604103 154,676 4,965,525 SH   SOLE   4,799,038 0 166,487
HOME DEPOT INC COM 437076102 64,779 489,825 SH   SOLE   475,789 0 14,036
HONEYWELL INTL INC COM 438516106 13,227 127,710 SH   SOLE   114,291 0 13,419
HORTONWORKS INC COM 440894103 37,409 1,708,177 SH   SOLE   1,708,177 0 0
INGERSOLL-RAND PLC SHS G47791101 4,423 80,000 SH   SOLE   80,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 19,620 450,000 SH   SOLE   450,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 4,829 150,000 SH   SOLE   150,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 460,317 14,300,000 SH Put SOLE   14,300,000 0 0
JD COM INC SPON ADR CL A 47215P106 1,613 50,000 SH Call SOLE   50,000 0 0
JD COM INC SPON ADR CL A 47215P106 807 25,000 SH   SOLE   25,000 0 0
JOHNSON & JOHNSON COM 478160104 7,063 68,755 SH   SOLE   55,130 0 13,625
KATE SPADE & CO COM 485865109 1,066 60,000 SH   SOLE   60,000 0 0
KRAFT HEINZ CO COM 500754106 6,686 91,889 SH   SOLE   73,677 0 18,212
LIBERTY GLOBAL PLC SHS CL C G5480U120 43,941 1,077,777 SH   SOLE   1,060,591 0 17,186
LILLY ELI & CO COM 532457108 39,317 466,614 SH   SOLE   433,982 0 32,632
LINKEDIN CORP COM CL A 53578A108 4,460 19,814 SH   SOLE   19,814 0 0
LINKEDIN CORP NOTE 0.500%11/0 53578AAB4 5,513 5,250,000 PRN   SOLE   5,250,000 0 0
LOCKHEED MARTIN CORP COM 539830109 27,672 127,432 SH   SOLE   122,776 0 4,656
MARATHON PETE CORP COM 56585A102 6,807 131,308 SH   SOLE   105,223 0 26,085
MARTIN MARIETTA MATLS INC COM 573284106 40,974 300,000 SH   SOLE   300,000 0 0
MASONITE INTL CORP NEW COM 575385109 1,837 30,000 SH   SOLE   30,000 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 2,232 50,000 SH   SOLE   50,000 0 0
MCDONALDS CORP COM 580135101 59,895 506,986 SH   SOLE   490,350 0 16,636
MCDONALDS CORP COM 580135101 35,442 300,000 SH Call SOLE   300,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 13,222 167,472 SH   SOLE   155,760 0 11,712
MEMORIAL RESOURCE DEV CORP COM 58605Q109 50,445 3,123,558 SH   SOLE   2,905,116 0 218,442
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 1,383 1,000,000 PRN   SOLE   1,000,000 0 0
MGIC INVT CORP WIS NOTE 5.000% 5/0 552848AD5 3,108 3,000,000 PRN   SOLE   3,000,000 0 0
MICROSOFT CORP COM 594918104 245,922 4,432,616 SH   SOLE   4,262,210 0 170,406
MICROSOFT CORP COM 594918104 55,480 1,000,000 SH Call SOLE   1,000,000 0 0
MONDELEZ INTL INC CL A 609207105 53,719 1,198,021 SH   SOLE   1,158,789 0 39,232
NETEASE INC SPONSORED ADR 64110W102 906 5,000 SH   SOLE   5,000 0 0
NETEASE INC SPONSORED ADR 64110W102 3,625 20,000 SH Put SOLE   20,000 0 0
NETFLIX INC COM 64110L106 62,911 550,020 SH   SOLE   511,555 0 38,465
NETSUITE INC COM 64118Q107 1,093 12,914 SH   SOLE   12,914 0 0
NEW RELIC INC COM 64829B100 28,280 776,270 SH   SOLE   776,270 0 0
NEXTERA ENERGY INC COM 65339F101 57,615 554,581 SH   SOLE   533,836 0 20,745
NIKE INC CL B 654106103 116,881 1,870,101 SH   SOLE   1,781,942 0 88,159
NRG ENERGY INC COM NEW 629377508 1,766 150,000 SH Call SOLE   150,000 0 0
NRG YIELD INC CL C 62942X405 63,071 4,273,084 SH   SOLE   4,273,084 0 0
NUANCE COMMUNICATIONS INC NOTE 2.750%11/0 67020YAF7 2,033 2,000,000 PRN   SOLE   2,000,000 0 0
PALO ALTO NETWORKS INC COM 697435105 7,067 40,120 SH   SOLE   40,120 0 0
PALO ALTO NETWORKS INC NOTE 7/0 697435AB1 3,311 2,000,000 PRN   SOLE   2,000,000 0 0
PEPSICO INC COM 713448108 6,978 69,834 SH   SOLE   56,004 0 13,830
PFIZER INC COM 717081103 5,221 161,742 SH   SOLE   129,632 0 32,110
PHILLIPS 66 COM 718546104 3,615 44,191 SH   SOLE   35,427 0 8,764
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 1,125,043 10,057,600 SH Put SOLE   9,706,000 0 351,600
PROOFPOINT INC COM 743424103 1,453 22,348 SH   SOLE   22,348 0 0
PUBLIC STORAGE COM 74460D109 4,014 16,205 SH   SOLE   12,987 0 3,218
QIHOO 360 TECHNOLOGY CO LTD NOTE 1.750% 8/1 74734MAF6 10,159 10,500,000 PRN   SOLE   10,500,000 0 0
QIHOO 360 TECHNOLOGY CO LTD NOTE 2.500% 9/1 74734MAB5 4,434 4,500,000 PRN   SOLE   4,500,000 0 0
RAYTHEON CO COM NEW 755111507 28,587 229,559 SH   SOLE   221,343 0 8,216
SEAGATE TECHNOLOGY PLC SHS G7945M107 6,405 174,700 SH   SOLE   171,136 0 3,564
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 595,748 24,999,900 SH Put SOLE   24,999,900 0 0
SEMPRA ENERGY COM 816851109 61,960 659,078 SH   SOLE   631,213 0 27,865
SERVICENOW INC COM 81762P102 4,308 49,770 SH   SOLE   49,770 0 0
SOLARCITY CORP NOTE 1.625%11/0 83416TAC4 1,615 2,000,000 PRN   SOLE   2,000,000 0 0
SOLARCITY CORP NOTE 2.750%11/0 83416TAA8 2,418 2,500,000 PRN   SOLE   2,500,000 0 0
SOLARWINDS INC COM 83416B109 707 11,999 SH   SOLE   11,999 0 0
SOLAZYME INC COM 83415T101 14,880 6,000,000 SH   SOLE   6,000,000 0 0
SOLAZYME INC NOTE 5.000%10/0 83415TAC5 13,331 27,250,000 PRN   SOLE   27,250,000 0 0
SOUFUN HLDGS LTD NOTE 2.000%12/1 836034AB4 3,831 4,000,000 PRN   SOLE   4,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 32,823 161,000 SH Put SOLE   161,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 115,507 3,822,200 SH Call SOLE   3,554,900 0 267,300
SPIRIT AIRLS INC COM 848577102 26,218 657,923 SH   SOLE   611,912 0 46,011
STARBUCKS CORP COM 855244109 108,014 1,799,330 SH   SOLE   1,707,833 0 91,497
SUMMIT MATLS INC CL A 86614U100 5,411 270,000 SH   SOLE   270,000 0 0
SYNGENTA AG SPONSORED ADR 87160A100 94,476 1,200,000 SH   SOLE   1,200,000 0 0
TAL ED GROUP NOTE 2.500% 5/1 874080AB0 1,814 1,000,000 PRN   SOLE   1,000,000 0 0
TYCO INTL PLC SHS G91442106 3,189 100,000 SH   SOLE   100,000 0 0
UNION PAC CORP COM 907818108 62,951 805,000 SH   SOLE   805,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 165,000 15,000,000 SH Put SOLE   15,000,000 0 0
VIPSHOP HLDGS LTD NOTE 1.500% 3/1 92763WAA1 2,111 2,000,000 PRN   SOLE   2,000,000 0 0
VISA INC COM CL A 92826C839 5,675 73,179 SH   SOLE   73,179 0 0
VULCAN MATLS CO COM 929160109 2,849 30,000 SH   SOLE   30,000 0 0
WHOLE FOODS MKT INC COM 966837106 1,005 30,000 SH Call SOLE   30,000 0 0
WINGSTOP INC COM 974155103 10,654 467,072 SH   SOLE   467,072 0 0
WMIH CORP COM 92936P100 2,590 1,000,000 SH   SOLE   1,000,000 0 0
WORKDAY INC CL A 98138H101 1,235 15,500 SH   SOLE   15,500 0 0
YAHOO INC COM 984332106 45,400 1,365,000 SH   SOLE   1,365,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 285 18,142 SH   SOLE   18,142 0 0
YUM BRANDS INC COM 988498101 36,525 500,000 SH   SOLE   500,000 0 0
YY INC NOTE 2.250% 4/0 98426TAB2 1,448 1,500,000 PRN   SOLE   1,500,000 0 0