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 1,797 49,752 SH   SOLE   49,752 0 0
ADIENT PLC ORD SHS G0084W101 8,790 150,000 SH   SOLE   150,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,589 140,113 SH   SOLE   140,113 0 0
AETNA INC NEW COM 00817Y108 8,609 69,424 SH   SOLE   61,764 0 7,660
AFFILIATED MANAGERS GROUP COM 008252108 57,145 393,288 SH   SOLE   381,502 0 11,786
ALBEMARLE CORP COM 012653101 3,953 45,926 SH   SOLE   40,869 0 5,057
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 26,448 301,200 SH Call SOLE   275,800 0 25,400
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,781 100,000 SH Put SOLE   100,000 0 0
ALPHABET INC CAP STK CL C 02079K107 1,544 2,000 SH   SOLE   2,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,381 82,395 SH   SOLE   73,321 0 9,074
ANADARKO PETE CORP COM 032511107 13,946 200,000 SH   SOLE   200,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1,054 10,000 SH   SOLE   10,000 0 0
APPLE INC COM 037833100 11,582 100,000 SH Put SOLE   100,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 2,789 24,859 SH   SOLE   24,859 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,632 25,610 SH   SOLE   25,610 0 0
BAIDU INC SPON ADR REP A 056752108 2,466 15,000 SH   SOLE   15,000 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06740Q252 42,347 1,660,000 SH   SOLE   1,660,000 0 0
BIOGEN INC COM 09062X103 1,674 5,904 SH   SOLE   5,252 0 652
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1,972 17,500 SH   SOLE   17,500 0 0
CANADIAN NAT RES LTD COM 136385101 7,386 231,670 SH   SOLE   219,262 0 12,408
CHINA UNICOM (HONG KONG) LTD SPONSORED ADR 16945R104 2,310 200,000 SH   SOLE   200,000 0 0
CITIGROUP INC COM NEW 172967424 12,804 215,442 SH   SOLE   193,975 0 21,467
CLOVIS ONCOLOGY INC COM 189464100 16,960 381,814 SH   SOLE   368,670 0 13,144
COMCAST CORP NEW CL A 20030N101 2,493 36,102 SH   SOLE   36,102 0 0
CONCHO RES INC COM 20605P101 89,366 673,948 SH   SOLE   641,471 0 32,477
COSTCO WHSL CORP NEW COM 22160K105 8,739 54,583 SH   SOLE   49,453 0 5,130
CREDIT SUISSE GROUP SPONSORED ADR 225401108 87,561 6,118,860 SH   SOLE   5,857,925 0 260,935
CSX CORP COM 126408103 7,314 203,575 SH   SOLE   181,156 0 22,419
CYBERARK SOFTWARE LTD SHS M2682V108 2,586 56,839 SH   SOLE   56,839 0 0
FACEBOOK INC CL A 30303M102 2,301 20,000 SH   SOLE   20,000 0 0
FLEX LTD ORD Y2573F102 30,642 2,132,325 SH   SOLE   1,949,120 0 183,205
FREEPORT-MCMORAN INC CL B 35671D857 6,164 467,325 SH   SOLE   439,317 0 28,008
GP INVTS ACQUISITION COR *W EXP 05/19/202 G40357108 14 30,643 SH   SOLE   30,643 0 0
HABIT RESTAURANTS INC COM CL A 40449J103 23,143 1,341,602 SH   SOLE   1,341,602 0 0
HALLIBURTON CO COM 406216101 5,914 109,334 SH   SOLE   97,268 0 12,066
HOME DEPOT INC COM 437076102 7,436 55,457 SH   SOLE   49,350 0 6,107
HORTONWORKS INC COM 440894103 41,175 4,954,922 SH   SOLE   4,954,922 0 0
INCYTE CORP COM 45337C102 6,376 63,593 SH   SOLE   57,034 0 6,559
INTERACTIVE BROKERS GROUP IN COM 45841N107 36,413 997,348 SH   SOLE   997,348 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 6,942 200,000 SH   SOLE   200,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 644,230 18,401,300 SH   SOLE   17,377,800 0 1,023,500
ISHARES TR 20 YR TR BD ETF 464287432 221,010 1,855,200 SH   SOLE   1,783,900 0 71,300
JOHNSON CTLS INTL PLC SHS G51502105 165,648 4,021,552 SH   SOLE   3,843,736 0 177,816
KROGER CO COM 501044101 40,459 1,172,386 SH   SOLE   1,062,347 0 110,039
LOCKHEED MARTIN CORP COM 539830109 7,450 29,809 SH   SOLE   26,382 0 3,427
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 193,061 13,919,292 SH   SOLE   13,584,908 0 334,384
MICROSOFT CORP COM 594918104 52,482 844,573 SH   SOLE   767,604 0 76,969
MOLSON COORS BREWING CO CL B 60871R209 7,438 76,434 SH   SOLE   71,995 0 4,439
MONSTER BEVERAGE CORP NEW COM 61174X109 18,984 428,145 SH   SOLE   389,470 0 38,675
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,105 50,000 SH   SOLE   50,000 0 0
NRG YIELD INC CL C 62942X405 6,402 405,204 SH   SOLE   405,204 0 0
NVIDIA CORP COM 67066G104 3,707 34,728 SH   SOLE   34,728 0 0
PARSLEY ENERGY INC CL A 701877102 87,818 2,491,997 SH   SOLE   2,406,577 0 85,420
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,324 71,962 SH   SOLE   60,198 0 11,764
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 507,545 4,283,800 PRN   SOLE   3,867,000 0 416,800
PRUDENTIAL FINL INC COM 744320102 5,600 53,814 SH   SOLE   47,887 0 5,927
RAYTHEON CO COM NEW 755111507 6,715 47,289 SH   SOLE   42,081 0 5,208
REGIONS FINL CORP NEW COM 7591EP100 43,364 3,019,796 SH   SOLE   2,806,653 0 213,143
REYNOLDS AMERICAN INC COM 761713106 841 15,000 SH   SOLE   15,000 0 0
RICE ENERGY INC COM 762760106 10,675 500,000 SH   SOLE   500,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100 17,917 465,871 SH   SOLE   424,508 0 41,363
SALESFORCE COM INC COM 79466L302 2,794 40,819 SH   SOLE   40,819 0 0
SBA COMMUNICATIONS CORP COM 78388J106 1,033 10,000 SH   SOLE   10,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 4,070 50,000 SH Put SOLE   50,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 1,292 30,422 SH   SOLE   30,422 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 6,680 89,476 SH   SOLE   89,476 0 0
SOLAZYME INC NOTE 5.000%10/0 83415TAC5 13,879 32,250,000 PRN   SOLE   32,250,000 0 0
SONY CORP ADR NEW 835699307 2,523 90,000 SH   SOLE   90,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 548,050 5,000,000 SH   SOLE   5,000,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,916,993 8,576,000 SH   SOLE   8,001,700 0 574,300
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 107,713 2,600,500 PRN   SOLE   2,341,400 0 259,100
SPROUTS FMRS MKT INC COM 85208M102 1,135 60,000 SH   SOLE   60,000 0 0
STEEL DYNAMICS INC COM 858119100 5,698 160,140 SH   SOLE   142,504 0 17,636
STMICROELECTRONICS N V NY REGISTRY 861012102 1,859 163,753 SH   SOLE   163,753 0 0
SUNTRUST BKS INC COM 867914103 7,437 135,588 SH   SOLE   120,656 0 14,932
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 24,544 853,707 SH   SOLE   778,606 0 75,101
TAL ED GROUP ADS REPSTG COM 874080104 3,508 50,000 SH Put SOLE   50,000 0 0
UNDER ARMOUR INC CL C 904311206 1,259 50,000 SH   SOLE   50,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 154,025 962,414 SH   SOLE   914,594 0 47,820
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 191,462 9,152,100 SH   SOLE   8,539,200 0 612,900
VMWARE INC CL A COM 928563402 6,482 82,328 SH   SOLE   82,328 0 0
VULCAN MATLS CO COM 929160109 5,429 43,376 SH   SOLE   38,590 0 4,786
WELLS FARGO & CO NEW COM 949746101 80,330 1,457,626 SH   SOLE   1,375,356 0 82,270
WESTERN DIGITAL CORP COM 958102105 121,899 1,793,954 SH   SOLE   1,711,395 0 82,559
WINGSTOP INC COM 974155103 29,590 1,000,000 SH   SOLE   1,000,000 0 0
YAHOO INC COM 984332106 42,226 1,091,953 SH   SOLE   986,817 0 105,136
YAHOO INC COM 984332106 3,867 100,000 SH Call SOLE   100,000 0 0
YANDEX N V SHS CLASS A N97284108 10,065 500,000 SH   SOLE   500,000 0 0
YUM BRANDS INC COM 988498101 2,217 35,000 SH   SOLE   35,000 0 0