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
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 59,550 1,000,000 SH   SOLE N/A 1,000,000 0 0
APPLE INC COM 037833100 12,004 108,000 SH   SOLE N/A 108,000 0 0
BANK AMER CORP COM 060505104 21,892 1,416,020 SH   SOLE N/A 1,416,020 0 0
CITIZENS FINL GROUP INC COM 174610105 6,723 285,000 SH   SOLE N/A 285,000 0 0
COMCAST CORP NEW CL A 20030N101 5,294 94,000 SH   SOLE N/A 94,000 0 0
DISCOVER FINL SVCS COM 254709108 25,545 493,100 SH   SOLE N/A 493,100 0 0
DORIAN LPG LTD SHS USD Y2106R110 11,758 1,143,750 SH   SOLE N/A 1,143,750 0 0
FIFTH THIRD BANCORP COM 316773100 23,757 1,256,000 SH   SOLE N/A 1,256,000 0 0
GOOGLE INC CL C 38259P706 34,361 56,683 SH   SOLE N/A 56,683 0 0
HEWLETT PACKARD CO COM 428236103 20,639 814,497 SH   SOLE N/A 814,497 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 6,385 377,600 SH   SOLE N/A 377,600 0 0
HOME DEPOT INC COM 437076102 10,251 89,454 SH   SOLE N/A 89,454 0 0
ING GROEP N V DBCV 6.000%12/2 456837AE3 4,864 5,000,000 SH   SOLE N/A 5,000,000 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 22,224 1,636,493 SH   SOLE N/A 1,636,493 0 0
MERCADOLIBRE INC COM 58733R103 14,570 162,000 SH   SOLE N/A 162,000 0 0
MGIC INVT CORP WIS COM 552848103 11,072 1,188,641 SH   SOLE N/A 1,188,641 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 16,273 357,800 SH   SOLE N/A 357,800 0 0
NAVIENT CORP COM 63938C108 40,802 3,543,342 SH   SOLE N/A 3,543,342 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 10,352 102,000 SH   SOLE N/A 102,000 0 0
PRICELINE GRP INC COM NEW 741503403 3,058 2,500 SH   SOLE N/A 2,500 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 34,166 1,686,386 SH   SOLE N/A 1,686,386 0 0
SAP SE SPON ADR 803054204 405 6,250 SH   SOLE N/A 6,250 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 10,428 54,600 SH   SOLE N/A 54,600 0 0
WESTERN DIGITAL CORP COM 958102105 18,668 233,292 SH   SOLE N/A 233,292 0 0
YAHOO INC COM 984332106 127,495 4,419,244 SH   SOLE N/A 4,419,244 0 0
ZYNGA INC CL A 98986T108 20,520 9,000,000 SH   SOLE N/A 9,000,000 0 0