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

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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 8,863 443,800 SH   SOLE   443,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 156,242 1,976,998 SH   SOLE   1,976,998 0 0
ALLERGAN PLC SHS G0177J108 28,975 108,105 SH   SOLE   108,105 0 0
ALPHABET INC CAP STK CL A 02079K305 42,905 56,240 SH   SOLE   56,240 0 0
ALPHABET INC CAP STK CL C 02079K107 4,033 5,414 SH   SOLE   5,414 0 0
APPLE INC COM 037833100 57,067 523,597 SH   SOLE   523,597 0 0
BAIDU INC SPON ADR REP A 056752108 65,233 341,750 SH   SOLE   341,750 0 0
BANK AMER CORP COM 060505104 45,749 3,383,782 SH   SOLE   3,383,782 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,966 49,100 SH   SOLE   49,100 0 0
BIOGEN INC COM 09062X103 10,725 41,200 SH   SOLE   41,200 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 24,658 386,000 SH   SOLE   386,000 0 0
CELGENE CORP COM 151020104 14,685 146,717 SH   SOLE   146,717 0 0
CITIGROUP INC COM NEW 172967424 4,256 101,930 SH   SOLE   101,930 0 0
DISNEY WALT CO COM DISNEY 254687106 50,061 504,090 SH   SOLE   504,090 0 0
FACEBOOK INC CL A 30303M102 16,750 146,800 SH   SOLE   146,800 0 0
GILEAD SCIENCES INC COM 375558103 14,328 155,979 SH   SOLE   155,979 0 0
HOME DEPOT INC COM 437076102 2,669 20,000 SH   SOLE   20,000 0 0
IDI INC COM 44938L108 1,130 194,799 SH   SOLE   194,799 0 0
ING GROEP N V DBCV 6.000%12/2 456837AE3 22,306 23,000,000 PRN   SOLE   23,000,000 0 0
ING GROEP N V DBCV 6.500%12/2 456837AF0 16,203 17,000,000 PRN   SOLE   17,000,000 0 0
ISHARES TR NASDQ BIOTEC ETF 464287556 28,885 110,750 SH   SOLE   110,750 0 0
JD COM INC SPON ADR CL A 47215P106 7,712 291,000 SH   SOLE   291,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 14,148 367,471 SH   SOLE   367,471 0 0
LOCKHEED MARTIN CORP COM 539830109 3,987 18,000 SH   SOLE   18,000 0 0
MASTERCARD INC CL A 57636Q104 19,533 206,700 SH   SOLE   206,700 0 0
MEDIVATION INC COM 58501N101 5,447 118,472 SH   SOLE   118,472 0 0
MERCK & CO INC NEW COM 58933Y105 10,529 199,000 SH   SOLE   199,000 0 0
MYLAN N V SHS EURO N59465109 6,257 135,000 SH   SOLE   135,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,918 73,000 SH   SOLE   73,000 0 0
QIHOO 360 TECHNOLOGY CO LTD NOTE 2.500% 9/1 74734MAB5 1,993 2,000,000 PRN   SOLE   2,000,000 0 0
QIHOO 360 TECHNOLOGY CO LTD NOTE 1.750% 8/1 74734MAF6 16,828 17,000,000 PRN   SOLE   17,000,000 0 0
QUALCOMM INC COM 747525103 14,289 279,400 SH   SOLE   279,400 0 0
SCHLUMBERGER LTD COM 806857108 4,093 55,500 SH   SOLE   55,500 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 32,562 480,400 SH   SOLE   480,400 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 15,552 251,280 SH   SOLE   251,280 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 2,845 61,600 SH   SOLE   61,600 0 0
SPLUNK INC COM 848637104 3,768 77,000 SH   SOLE   77,000 0 0
TESLA MTRS INC NOTE 0.250% 3/0 88160RAB7 11,820 13,000,000 PRN   SOLE   13,000,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,836 53,000 SH   SOLE   53,000 0 0
TIME WARNER INC COM NEW 887317303 9,141 126,000 SH   SOLE   126,000 0 0
UNITED RENTALS INC COM 911363109 4,789 77,000 SH   SOLE   77,000 0 0
VISA INC COM CL A 92826C839 8,558 111,900 SH   SOLE   111,900 0 0