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 |
ABBVIE INC | COM | 00287Y109 | 27,887 | 482,800 | SH | | DFND | 1,2,3 | 482,800 | 0 | 0 |
ABERCROMBIE & FITCH CO | CL A | 002896207 | 3,387 | 93,200 | SH | | DFND | 1,2,3 | 93,200 | 0 | 0 |
AEGERION PHARMACEUTICALS INC | COM | 00767E102 | 12,120 | 363,100 | SH | | DFND | 1,2,3 | 363,100 | 0 | 0 |
AEROPOSTALE | COM | 007865108 | 1,937 | 588,700 | SH | | DFND | 1,2,3 | 588,700 | 0 | 0 |
AIRMEDIA GROUP INC | SPONSORED ADR | 009411109 | 275 | 158,163 | SH | | DFND | 1,2,3 | 158,163 | 0 | 0 |
AKORN INC | COM | 009728106 | 26,470 | 729,800 | SH | | DFND | 1,2,3 | 729,800 | 0 | 0 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 11,103 | 124,966 | SH | | DFND | 1,2,3 | 124,966 | 0 | 0 |
ALKERMES PLC | SHS | G01767105 | 13,165 | 307,100 | SH | | DFND | 1,2,3 | 307,100 | 0 | 0 |
ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 31,995 | 671,600 | SH | | DFND | 1,2,3 | 671,600 | 0 | 0 |
ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 47,431 | 1,664,819 | SH | | DFND | 1,2,3 | 1,664,819 | 0 | 0 |
AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 3,111 | 135,300 | SH | | DFND | 1,2,3 | 135,300 | 0 | 0 |
AMERICAN ELEC PWR INC | COM | 025537101 | 416 | 7,975 | SH | | DFND | 1,2,3 | 7,975 | 0 | 0 |
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 36,890 | 682,900 | SH | | DFND | 1,2,3 | 682,900 | 0 | 0 |
ANADARKO PETE CORP | COM | 032511107 | 11,838 | 116,695 | SH | | DFND | 1,2,3 | 116,695 | 0 | 0 |
APPLE INC | COM | 037833100 | 4,614 | 45,800 | SH | | DFND | 1,2,3 | 45,800 | 0 | 0 |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 10,430 | 146,000 | SH | Call | DFND | 1,2,3 | 146,000 | 0 | 0 |
AURIS MED HLDG AG | COM | H03579101 | 2,967 | 514,200 | SH | | DFND | 1,2,3 | 514,200 | 0 | 0 |
AUTONATION INC | COM | 05329W102 | 43,790 | 870,400 | SH | | DFND | 1,2,3 | 870,400 | 0 | 0 |
BAKER HUGHES INC | COM | 057224107 | 703 | 10,800 | SH | | DFND | 1,2,3 | 10,800 | 0 | 0 |
BANK AMER CORP | COM | 060505104 | 83,619 | 4,904,343 | SH | | DFND | 1,2,3 | 4,904,343 | 0 | 0 |
BELMOND LTD | CL A | G1154H107 | 4,953 | 424,801 | SH | | DFND | 1,2,3 | 424,801 | 0 | 0 |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 21,760 | 862,128 | SH | | DFND | 1,2,3 | 862,128 | 0 | 0 |
BIOGEN IDEC INC | COM | 09062X103 | 27,169 | 82,130 | SH | | DFND | 1,2,3 | 82,130 | 0 | 0 |
BLUE NILE INC | COM | 09578R103 | 5,953 | 208,500 | SH | | DFND | 1,2,3 | 208,500 | 0 | 0 |
BONA FILM GROUP LTD | SPONSORED ADS | 09777B107 | 410 | 68,300 | SH | | DFND | 1,2,3 | 68,300 | 0 | 0 |
BP PLC | SPONSORED ADR | 055622104 | 678 | 15,424 | SH | | DFND | 1,2,3 | 15,424 | 0 | 0 |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 21,711 | 424,200 | SH | | DFND | 1,2,3 | 424,200 | 0 | 0 |
CAMERON INTERNATIONAL CORP | COM | 13342B105 | 358 | 5,394 | SH | | DFND | 1,2,3 | 5,394 | 0 | 0 |
CARDIOME PHARMA CORP | COM NO PAR | 14159U301 | 4,456 | 499,004 | SH | | DFND | 1,2,3 | 499,004 | 0 | 0 |
CAREFUSION CORP | COM | 14170T101 | 8,751 | 193,400 | SH | | DFND | 1,2,3 | 193,400 | 0 | 0 |
CARTER INC | COM | 146229109 | 12,481 | 161,000 | SH | | DFND | 1,2,3 | 161,000 | 0 | 0 |
CENTENE CORP DEL | COM | 15135B101 | 7,981 | 96,493 | SH | | DFND | 1,2,3 | 96,493 | 0 | 0 |
CERNER CORP | COM | 156782104 | 6,410 | 107,600 | SH | | DFND | 1,2,3 | 107,600 | 0 | 0 |
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 259 | 4,240 | SH | | DFND | 1,2,3 | 4,240 | 0 | 0 |
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 35,163 | 232,300 | SH | | DFND | 1,2,3 | 232,300 | 0 | 0 |
CIMAREX ENERGY CO | COM | 171798101 | 4,857 | 38,390 | SH | | DFND | 1,2,3 | 38,390 | 0 | 0 |
CIRCOR INTL INC | COM | 17273K109 | 12,032 | 178,700 | SH | | DFND | 1,2,3 | 178,700 | 0 | 0 |
CITIGROUP INC | W EXP 01/04/201 | 172967226 | 67 | 70,000 | SH | | DFND | 1,2,3 | 70,000 | 0 | 0 |
CITIGROUP INC | COM NEW | 172967424 | 93,325 | 1,800,945 | SH | | DFND | 1,2,3 | 1,800,945 | 0 | 0 |
COLONY FINL INC | COM | 19624R106 | 13,509 | 603,600 | SH | | DFND | 1,2,3 | 603,600 | 0 | 0 |
COMCAST CORP NEW | CL A | 20030N101 | 33,795 | 628,400 | SH | | DFND | 1,2,3 | 628,400 | 0 | 0 |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 23,138 | 422,300 | SH | | DFND | 1,2,3 | 422,300 | 0 | 0 |
CONCHO RES INC | COM | 20605P101 | 16,487 | 131,483 | SH | | DFND | 1,2,3 | 131,483 | 0 | 0 |
CONOCOPHILLIPS | COM | 20825C104 | 463 | 6,046 | SH | | DFND | 1,2,3 | 6,046 | 0 | 0 |
CONTINENTAL RESOURCES INC | COM | 212015101 | 7,286 | 109,600 | SH | | DFND | 1,2,3 | 109,600 | 0 | 0 |
COVANTA HLDG CORP | COM | 22282E102 | 813 | 38,300 | SH | | DFND | 1,2,3 | 38,300 | 0 | 0 |
D R HORTON INC | COM | 23331A109 | 71,176 | 3,468,600 | SH | | DFND | 1,2,3 | 3,468,600 | 0 | 0 |
DEERE & CO | COM | 244199105 | 672 | 8,200 | SH | | DFND | 1,2,3 | 8,200 | 0 | 0 |
DEVON ENERGY CORP NEW | COM | 25179M103 | 888 | 13,026 | SH | | DFND | 1,2,3 | 13,026 | 0 | 0 |
DOMINION RES INC VA NEW | COM | 25746U109 | 333 | 4,814 | SH | | DFND | 1,2,3 | 4,814 | 0 | 0 |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,533 | 20,500 | SH | | DFND | 1,2,3 | 20,500 | 0 | 0 |
DYNAVAX TECHNOLOGIES CORP | COM | 268158102 | 6,266 | 4,381,600 | SH | | DFND | 1,2,3 | 4,381,600 | 0 | 0 |
EBAY INC | COM | 278642103 | 31,684 | 559,500 | SH | | DFND | 1,2,3 | 559,500 | 0 | 0 |
ELECTRONICS FOR IMAGING INC | COM | 286082102 | 5,954 | 134,800 | SH | | DFND | 1,2,4 | 134,800 | 0 | 0 |
ENDO INTL PLC | SHS | G30401106 | 14,030 | 205,300 | SH | | DFND | 1,2,3 | 205,300 | 0 | 0 |
EOG RES INC | COM | 26875P101 | 15,194 | 153,444 | SH | | DFND | 1,2,3 | 153,444 | 0 | 0 |
EVERTEC INC | COM | 30040P103 | 17,525 | 784,484 | SH | | DFND | 1,2,3 | 784,484 | 0 | 0 |
EXXON MOBIL CORP | COM | 30231G102 | 3,837 | 40,800 | SH | | DFND | 1,2,3 | 40,800 | 0 | 0 |
FIFTH THIRD BANCORP | COM | 316773100 | 12,402 | 619,500 | SH | | DFND | 1,2,3 | 619,500 | 0 | 0 |
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 21,885 | 443,200 | SH | | DFND | 1,2,3 | 443,200 | 0 | 0 |
FLAMEL TECHNOLOGIES SA | SPONSORED ADR | 338488109 | 12,702 | 887,650 | SH | | DFND | 1,2,3 | 887,650 | 0 | 0 |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 10,024 | 70,533 | SH | | DFND | 1,2,3 | 70,533 | 0 | 0 |
FLIR SYS INC | COM | 302445101 | 31,694 | 1,011,300 | SH | | DFND | 1,2,3 | 1,011,300 | 0 | 0 |
GAFISA S A | SPONS ADR | 362607301 | 2,361 | 987,900 | SH | | DFND | 1,2,3 | 987,900 | 0 | 0 |
GENWORTH FINL INC | COM CL A | 37247D106 | 26,455 | 2,019,491 | SH | | DFND | 1,2,3 | 2,019,491 | 0 | 0 |
GOOGLE INC | CL A | 38259P508 | 24,186 | 41,104 | SH | | DFND | 1,2,3 | 41,104 | 0 | 0 |
GOOGLE INC | CL C | 38259P706 | 26,867 | 46,534 | SH | | DFND | 1,2,3 | 46,534 | 0 | 0 |
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 23,422 | 1,884,345 | SH | | DFND | 1,2,3 | 1,884,345 | 0 | 0 |
GRUPO FINANCIERO GALICIA S A | SP ADR 10 SH B | 399909100 | 2,949 | 207,500 | SH | | DFND | 1,2,3 | 207,500 | 0 | 0 |
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 15,572 | 192,600 | SH | | DFND | 1,2,3 | 192,600 | 0 | 0 |
HALCON RES CORP | COM NEW | 40537Q209 | 8,131 | 2,053,300 | SH | | DFND | 1,2,3 | 2,053,300 | 0 | 0 |
HALLIBURTON CO | COM | 406216101 | 21,153 | 327,900 | SH | | DFND | 1,2,3 | 327,900 | 0 | 0 |
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 27,588 | 740,619 | SH | | DFND | 1,2,3 | 740,619 | 0 | 0 |
HCA HOLDINGS INC | COM | 40412C101 | 22,392 | 317,522 | SH | | DFND | 1,2,3 | 317,522 | 0 | 0 |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 849 | 18,216 | SH | | DFND | 1,2,3 | 18,216 | 0 | 0 |
HEALTHWAYS INC | COM | 422245100 | 17,047 | 1,064,137 | SH | | DFND | 1,2,3 | 1,064,137 | 0 | 0 |
HELMERICH & PAYNE INC | COM | 423452101 | 10,864 | 111,000 | SH | | DFND | 1,2,3 | 111,000 | 0 | 0 |
HESS CORP | COM | 42809H107 | 934 | 9,900 | SH | | DFND | 1,2,3 | 9,900 | 0 | 0 |
HOLLYFRONTIER CORP | COM | 436106108 | 852 | 19,498 | SH | | DFND | 1,2,3 | 19,498 | 0 | 0 |
IDREAMSKY TECHNOLOGY LIMITED | SPONSORED ADS | 45173K101 | 255 | 15,000 | SH | | DFND | 1,2,3 | 15,000 | 0 | 0 |
IKANG HEALTHCARE GROUP INC | SPONSORED ADR | 45174L108 | 416 | 21,400 | SH | | DFND | 1,2,3 | 21,400 | 0 | 0 |
IMAX CORP | COM | 45245E109 | 31,945 | 1,163,333 | SH | | DFND | 1,2,3 | 1,163,333 | 0 | 0 |
INTEROIL CORP | COM | 460951106 | 26,047 | 480,046 | SH | | DFND | 1,2,3 | 480,046 | 0 | 0 |
INTREXON CORP | COM | 46122T102 | 19,797 | 1,065,492 | SH | | DFND | 1,2,3 | 1,065,492 | 0 | 0 |
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 8,171 | 630,700 | SH | | DFND | 1,2,3 | 630,700 | 0 | 0 |
ISHARES | MSCI TAIWAN ETF | 464286731 | 588 | 38,494 | SH | | DFND | 1,2,3 | 38,494 | 0 | 0 |
ISHARES | MSCI AC ASIA ETF | 464288182 | 10,636 | 173,454 | SH | | DFND | 1,2,3 | 173,454 | 0 | 0 |
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 5,682 | 136,711 | SH | | DFND | 1,2,3 | 136,711 | 0 | 0 |
ISHARES TR | MSCI INDONIA ETF | 46429B309 | 653 | 24,000 | SH | | DFND | 1,2,3 | 24,000 | 0 | 0 |
JAPAN SMALLER CAPTLZTN FD IN | COM | 47109U104 | 183 | 18,900 | SH | | DFND | 1,2,2 | 18,900 | 0 | 0 |
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 12,233 | 76,191 | SH | | DFND | 1,2,3 | 76,191 | 0 | 0 |
KATE SPADE & CO | COM | 485865109 | 4,165 | 158,801 | SH | | DFND | 1,2,3 | 158,801 | 0 | 0 |
KINDER MORGAN INC DEL | COM | 49456B101 | 5,237 | 136,600 | SH | | DFND | 1,2,3 | 136,600 | 0 | 0 |
KODIAK OIL & GAS CORP | COM | 50015Q100 | 4,205 | 309,900 | SH | | DFND | 1,2,3 | 309,900 | 0 | 0 |
LADDER CAP CORP | CL A | 505743104 | 9,979 | 528,000 | SH | | DFND | 1,2,3 | 528,000 | 0 | 0 |
LAM RESEARCH CORP | COM | 512807108 | 44,320 | 593,300 | SH | | DFND | 1,2,3 | 593,300 | 0 | 0 |
LENNAR CORP | CL A | 526057104 | 60,536 | 1,559,000 | SH | | DFND | 1,2,3 | 1,559,000 | 0 | 0 |
LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 25,442 | 892,086 | SH | | DFND | 1,2,3 | 892,086 | 0 | 0 |
LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 35,578 | 937,261 | SH | | DFND | 1,2,3 | 937,261 | 0 | 0 |
LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 18,371 | 389,387 | SH | | DFND | 1,2,3 | 389,387 | 0 | 0 |
LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 36,891 | 785,074 | SH | | DFND | 1,2,3 | 785,074 | 0 | 0 |
LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 31,773 | 937,261 | SH | | DFND | 1,2,3 | 937,261 | 0 | 0 |
LIFEPOINT HOSPITALS INC | COM | 53219L109 | 9,634 | 139,242 | SH | | DFND | 1,2,3 | 139,242 | 0 | 0 |
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 9,509 | 288,400 | SH | | DFND | 1,2,3 | 288,400 | 0 | 0 |
LYON WILLIAM HOMES | CL A NEW | 552074700 | 9,998 | 452,400 | SH | | DFND | 1,2,3 | 452,400 | 0 | 0 |
MARATHON PETE CORP | COM | 56585A102 | 25,680 | 303,300 | SH | | DFND | 1,2,3 | 303,300 | 0 | 0 |
MARKET VECTORS ETF TR | RUSSIA ETF | 57060U506 | 470 | 20,992 | SH | | DFND | 1,2,3 | 20,992 | 0 | 0 |
MARKET VECTORS ETF TR | INDONESIA ETF | 57060U753 | 848 | 33,914 | SH | | DFND | 1,2,3 | 33,914 | 0 | 0 |
MARKET VECTORS ETF TR | GOLD MINER ETF | 57060U100 | 613 | 28,700 | SH | | DFND | 1,2,3 | 28,700 | 0 | 0 |
MEDICINES CO | COM | 584688105 | 15,872 | 711,100 | SH | | DFND | 1,2,3 | 711,100 | 0 | 0 |
MELCO CROWN ENTMT LTD | ADR | 585464100 | 2,629 | 100,000 | SH | | DFND | 1,2,3 | 100,000 | 0 | 0 |
MFA FINL INC | COM | 55272X102 | 2,087 | 268,242 | SH | | DFND | 1,2,3 | 268,242 | 0 | 0 |
MGIC INVT CORP WIS | COM | 552848103 | 30,331 | 3,883,601 | SH | | DFND | 1,2,3 | 3,883,601 | 0 | 0 |
MORGAN STANLEY | COM NEW | 617446448 | 56,744 | 1,641,410 | SH | | DFND | 1,2,3 | 1,641,410 | 0 | 0 |
MORGAN STANLEY CHINA A SH FD | COM | 617468103 | 5,520 | 227,427 | SH | | DFND | 1,2,3 | 227,427 | 0 | 0 |
NABORS INDUSTRIES LTD | SHS | G6359F103 | 16,242 | 713,600 | SH | | DFND | 1,2,3 | 713,600 | 0 | 0 |
NATIONAL BK GREECE S A | SPN ADR REP 1 SH | 633643705 | 2,730 | 906,917 | SH | | DFND | 1,2,3 | 906,917 | 0 | 0 |
NMI HLDGS INC | CL A | 629209305 | 3,847 | 444,700 | SH | | DFND | 1,2,3 | 444,700 | 0 | 0 |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 16,617 | 242,836 | SH | | DFND | 1,2,3 | 242,836 | 0 | 0 |
NXSTAGE MEDICAL INC | COM | 67072V103 | 2,592 | 197,416 | SH | | DFND | 1,2,3 | 197,416 | 0 | 0 |
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 712 | 7,400 | SH | | DFND | 1,2,3 | 7,400 | 0 | 0 |
OCEANEERING INTL INC | COM | 675232102 | 697 | 10,700 | SH | | DFND | 1,2,3 | 10,700 | 0 | 0 |
PACIFIC COAST OIL TR | UNIT BEN INT | 694103102 | 982 | 95,800 | SH | | DFND | 1,2,3 | 95,800 | 0 | 0 |
PANDORA MEDIA INC | COM | 698354107 | 8,777 | 363,300 | SH | | DFND | 1,2,3 | 363,300 | 0 | 0 |
PAPA MURPHYS HLDGS INC | COM | 698814100 | 2,799 | 274,456 | SH | | DFND | 1,2,3 | 274,456 | 0 | 0 |
PATTERSON UTI ENERGY INC | COM | 703481101 | 14,824 | 455,700 | SH | | DFND | 1,2,3 | 455,700 | 0 | 0 |
PENN VA CORP | COM | 707882106 | 29,154 | 2,293,753 | SH | | DFND | 1,2,3 | 2,293,753 | 0 | 0 |
PENNYMAC MTG INVT TR | COM | 70931T103 | 21,290 | 993,445 | SH | | DFND | 1,2,3 | 993,445 | 0 | 0 |
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 2,574 | 63,416 | SH | | DFND | 1,2,3 | 63,416 | 0 | 0 |
PERRIGO CO PLC | SHS | G97822103 | 1,801 | 11,989 | SH | | DFND | 1,2,3 | 11,989 | 0 | 0 |
PFIZER INC | COM | 717081103 | 26,483 | 895,600 | SH | | DFND | 1,2,3 | 895,600 | 0 | 0 |
PHILLIPS 66 | COM | 718546104 | 11,326 | 139,300 | SH | | DFND | 1,2,3 | 139,300 | 0 | 0 |
PIONEER NAT RES CO | COM | 723787107 | 569 | 2,888 | SH | | DFND | 1,2,3 | 2,888 | 0 | 0 |
POWERSHS DB US DOLLAR INDEX | DOLL INDX BULL | 73936D107 | 1,663 | 72,700 | SH | | DFND | 1,2,3 | 72,700 | 0 | 0 |
PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 11,008 | 340,063 | SH | | DFND | 1,2,3 | 340,063 | 0 | 0 |
PRICELINE GRP INC | COM NEW | 741503403 | 30,096 | 25,977 | SH | | DFND | 1,2,3 | 25,977 | 0 | 0 |
PROTHENA CORP PLC | SHS | G72800108 | 2,249 | 101,500 | SH | | DFND | 1,2,3 | 101,500 | 0 | 0 |
PULTE GROUP INC | COM | 745867101 | 38,928 | 2,204,277 | SH | | DFND | 1,2,3 | 2,204,277 | 0 | 0 |
QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 4,352 | 64,500 | SH | | DFND | 1,2,3 | 64,500 | 0 | 0 |
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 12,063 | 151,636 | SH | | DFND | 1,2,3 | 151,636 | 0 | 0 |
RF MICRODEVICES INC | COM | 749941100 | 19,739 | 1,710,500 | SH | | DFND | 1,2,3 | 1,710,500 | 0 | 0 |
ROLLINS INC | COM | 775711104 | 6,248 | 213,400 | SH | | DFND | 1,2,3 | 213,400 | 0 | 0 |
SALIX PHARMACEUTICALS INC | COM | 795435106 | 3,700 | 23,680 | SH | | DFND | 1,2,3 | 23,680 | 0 | 0 |
SANCHEZ ENERGY CORP | COM | 79970Y105 | 7,145 | 272,100 | SH | | DFND | 1,2,3 | 272,100 | 0 | 0 |
SANOFI | SPONSORED ADR | 80105N105 | 11,766 | 208,500 | SH | | DFND | 1,2,3 | 208,500 | 0 | 0 |
SCHLUMBERGER LTD | COM | 806857108 | 5,100 | 50,150 | SH | | DFND | 1,2,3 | 50,150 | 0 | 0 |
SCORPIO BULKERS INC | SHS | Y7546A106 | 1,728 | 296,826 | SH | | DFND | 1,2,3 | 296,826 | 0 | 0 |
SEAWORLD ENTMT INC | COM | 81282V100 | 13,926 | 724,200 | SH | | DFND | 1,2,3 | 724,200 | 0 | 0 |
SERVICE CORP INTL | COM | 817565104 | 26,357 | 1,246,800 | SH | | DFND | 1,2,3 | 1,246,800 | 0 | 0 |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 43,104 | 378,400 | SH | | DFND | 1,2,3 | 378,400 | 0 | 0 |
SINA CORP | ORD | G81477104 | 3,349 | 81,400 | SH | | DFND | 1,2,3 | 81,400 | 0 | 0 |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 15,548 | 133,790 | SH | | DFND | 1,2,3 | 133,790 | 0 | 0 |
STARWOOD WAYPOINT RESIDENTL | COM SHS | 85571W109 | 5,909 | 227,200 | SH | | DFND | 1,2,3 | 227,200 | 0 | 0 |
STONE ENERGY CORP | COM | 861642106 | 27,706 | 883,498 | SH | | DFND | 1,2,3 | 883,498 | 0 | 0 |
STONEGATE MTG CORP | COM | 86181Q300 | 1,443 | 111,111 | SH | | DFND | 1,2,3 | 111,111 | 0 | 0 |
SUNTRUST BKS INC | COM | 867914103 | 28,370 | 746,000 | SH | | DFND | 1,2,3 | 746,000 | 0 | 0 |
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 9,968 | 303,260 | SH | | DFND | 1,2,3 | 303,260 | 0 | 0 |
TEAM HEALTH HOLDINGS INC | COM | 87817A107 | 11,068 | 190,859 | SH | | DFND | 1,2,3 | 190,859 | 0 | 0 |
TESARO INC | COM | 881569107 | 6,948 | 258,100 | SH | | DFND | 1,2,3 | 258,100 | 0 | 0 |
THERAPEUTICSMD INC | COM | 88338N107 | 3,391 | 730,800 | SH | | DFND | 1,2,3 | 730,800 | 0 | 0 |
TOLL BROTHERS INC | COM | 889478103 | 34,136 | 1,095,500 | SH | | DFND | 1,2,3 | 1,095,500 | 0 | 0 |
TRI POINTE HOMES INC | COM | 87265H109 | 3,566 | 275,600 | SH | | DFND | 1,2,3 | 275,600 | 0 | 0 |
TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 1,403 | 42,125 | SH | | DFND | 1,2,3 | 42,125 | 0 | 0 |
TWO HBRS INVT CORP | COM | 90187B101 | 37,240 | 3,851,100 | SH | | DFND | 1,2,3 | 3,851,100 | 0 | 0 |
UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 8,885 | 1,105,119 | SH | | DFND | 1,2,3 | 1,105,119 | 0 | 0 |
VALERO ENERGY CORP NEW | COM | 91913Y100 | 12,544 | 271,100 | SH | | DFND | 1,2,3 | 271,100 | 0 | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 843 | 20,200 | SH | | DFND | 1,2,3 | 20,200 | 0 | 0 |
VERACYTE INC | COM | 92337F107 | 8,031 | 823,690 | SH | | DFND | 1,2,3 | 823,690 | 0 | 0 |
VIASAT INC | COM | 92552V100 | 39,750 | 721,152 | SH | | DFND | 1,2,3 | 721,152 | 0 | 0 |
VISTAPRINT N V | SHS | N93540107 | 19,576 | 357,300 | SH | | DFND | 1,2,3 | 357,300 | 0 | 0 |
WEATHERFORD INTERNATIONAL LT | REG SHS | H27013103 | 843 | 40,540 | SH | | DFND | 1,2,3 | 40,540 | 0 | 0 |
WELLPOINT INC | COM | 94973V107 | 5,733 | 47,930 | SH | | DFND | 1,2,3 | 47,930 | 0 | 0 |
WESCO AIRCRAFT HLDGS INC | COM | 950814103 | 21,538 | 1,237,836 | SH | | DFND | 1,2,3 | 1,237,836 | 0 | 0 |
WESTERN DIGITAL CORP | COM | 958102105 | 33,099 | 340,100 | SH | | DFND | 1,2,3 | 340,100 | 0 | 0 |
WESTERN REFNG INC | COM | 959319104 | 6,555 | 156,100 | SH | | DFND | 1,2,3 | 156,100 | 0 | 0 |
WESTERN UN CO | COM | 959802109 | 61,543 | 3,836,847 | SH | | DFND | 1,2,3 | 3,836,847 | 0 | 0 |
WHITING PETE CORP NEW | COM | 966387102 | 3,684 | 47,500 | SH | | DFND | 1,2,3 | 47,500 | 0 | 0 |
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 231 | 10,544 | SH | | DFND | 1,2,3 | 10,544 | 0 | 0 |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 41,109 | 505,900 | SH | | DFND | 1,2,3 | 505,900 | 0 | 0 |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 284 | 7,665 | SH | | DFND | 1,2,3 | 7,665 | 0 | 0 |
ZIMMER HLDGS INC | COM | 98956P102 | 12,287 | 122,200 | SH | | DFND | 1,2,3 | 122,200 | 0 | 0 |