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 |
AETNA INC NEW | COM | 00817Y108 | 24,452 | 326,163 | SH | | DFND | 1,2,3 | 326,163 | 0 | 0 |
AIRMEDIA GROUP INC | SPONSORED ADR | 009411109 | 2,455 | 1,031,492 | SH | | DFND | 1,2,3 | 1,031,492 | 0 | 0 |
AKORN INC | COM | 009728106 | 28,697 | 1,304,400 | SH | | DFND | 1,2,3 | 1,304,400 | 0 | 0 |
ALKERMES PLC | SHS | G01767105 | 5,749 | 130,400 | SH | | DFND | 1,2,3 | 130,400 | 0 | 0 |
ALLERGAN INC | COM | 018490102 | 22,437 | 180,800 | SH | | DFND | 1,2,3 | 180,800 | 0 | 0 |
ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 61,498 | 2,054,033 | SH | | DFND | 1,2,3 | 2,054,033 | 0 | 0 |
ALON USA ENERGY INC | COM | 020520102 | 3,968 | 265,600 | SH | | DFND | 1,2,3 | 265,600 | 0 | 0 |
ALTISOURCE RESIDENTIAL CORP | CL B | 02153W100 | 21,240 | 673,000 | SH | | DFND | 1,2,3 | 673,000 | 0 | 0 |
AMEDISYS INC | COM | 023436108 | 4,108 | 275,900 | SH | | DFND | 1,2,3 | 275,900 | 0 | 0 |
AMERICAN ELEC PWR INC | COM | 025537101 | 404 | 7,975 | SH | | DFND | 1,2,3 | 7,975 | 0 | 0 |
ANADARKO PETE CORP | COM | 032511107 | 12,158 | 143,438 | SH | | DFND | 1,2,3 | 143,438 | 0 | 0 |
ANTERO RES CORP | COM | 03674X106 | 9,784 | 156,300 | SH | | DFND | 1,2,3 | 156,300 | 0 | 0 |
ARCH COAL INC | COM | 039380100 | 6,201 | 1,286,584 | SH | | DFND | 1,2,3 | 1,286,584 | 0 | 0 |
ARES COML REAL ESTATE CORP | COM | 04013V108 | 689 | 51,400 | SH | | DFND | 1,2,3 | 51,400 | 0 | 0 |
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 28,300 | 511,655 | SH | | DFND | 1,2,3 | 511,655 | 0 | 0 |
AT&T INC | COM | 00206R102 | 7,014 | 200,000 | SH | Call | DFND | 1,2,3 | 200,000 | 0 | 0 |
AUTONATION INC | COM | 05329W102 | 61,912 | 1,163,100 | SH | | DFND | 1,2,3 | 1,163,100 | 0 | 0 |
BANK OF AMERICA CORPORATION | COM | 060505104 | 52,375 | 3,045,043 | SH | | DFND | 1,2,3 | 3,045,043 | 0 | 0 |
BEAZER HOMES USA INC | COM NEW | 07556Q881 | 24,691 | 1,229,610 | SH | | DFND | 1,2,3 | 1,229,610 | 0 | 0 |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 31,139 | 1,345,100 | SH | | DFND | 1,2,3 | 1,345,100 | 0 | 0 |
BIOGEN IDEC INC | COM | 09062X103 | 14,961 | 48,914 | SH | | DFND | 1,2,3 | 48,914 | 0 | 0 |
BONA FILM GROUP LTD | SPONSORED ADS | 09777B107 | 428 | 68,300 | SH | | DFND | 1,2,3 | 68,300 | 0 | 0 |
BP PLC | SPONSORED ADR | 055622104 | 394 | 8,200 | SH | | DFND | 1,2,3 | 8,200 | 0 | 0 |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 39,217 | 754,900 | SH | | DFND | 1,2,3 | 754,900 | 0 | 0 |
CABOT OIL & GAS CORP | COM | 127097103 | 5,566 | 164,300 | SH | | DFND | 1,2,3 | 164,300 | 0 | 0 |
CAMERON INTERNATIONAL CORP | COM | 13342B105 | 333 | 5,394 | SH | | DFND | 1,2,3 | 5,394 | 0 | 0 |
CATAMARAN CORP | COM | 148887102 | 22,094 | 493,600 | SH | | DFND | 1,2,3 | 493,600 | 0 | 0 |
CELGENE CORP | COM | 151020104 | 5,516 | 39,513 | SH | | DFND | 1,2,3 | 39,513 | 0 | 0 |
CENTENE CORP DEL | COM | 15135B101 | 17,791 | 285,793 | SH | | DFND | 1,2,3 | 285,793 | 0 | 0 |
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 337 | 4,240 | SH | | DFND | 1,2,3 | 4,240 | 0 | 0 |
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 42,208 | 342,600 | SH | | DFND | 1,2,3 | 342,600 | 0 | 0 |
CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 342 | 7,509 | SH | | DFND | 1,2,3 | 7,509 | 0 | 0 |
CIMAREX ENERGY CO | COM | 171798101 | 5,086 | 42,700 | SH | | DFND | 1,2,3 | 42,700 | 0 | 0 |
CITIGROUP INC | COM NEW | 172967424 | 100,210 | 2,105,245 | SH | | DFND | 1,2,3 | 2,105,245 | 0 | 0 |
CLOUD PEAK ENERGY INC | COM | 18911Q102 | 3,805 | 180,000 | SH | | DFND | 1,2,3 | 180,000 | 0 | 0 |
COLONY FINL INC | COM | 19624R106 | 13,400 | 610,500 | SH | | DFND | 1,2,3 | 610,500 | 0 | 0 |
COMCAST CORP NEW | CL A | 20030N101 | 23,334 | 466,300 | SH | | DFND | 1,2,3 | 466,300 | 0 | 0 |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 10,124 | 258,466 | SH | | DFND | 1,2,3 | 258,466 | 0 | 0 |
CONCHO RES INC | COM | 20605P101 | 22,847 | 186,503 | SH | | DFND | 1,2,3 | 186,503 | 0 | 0 |
CONTINENTAL RESOURCES INC | COM | 212015101 | 398 | 3,200 | SH | | DFND | 1,2,3 | 3,200 | 0 | 0 |
CONTROLADORA VUELA CIA DE AV | SPON ADR RP 10 | 21240E105 | 2,228 | 268,400 | SH | | DFND | 1,2,3 | 268,400 | 0 | 0 |
COVANTA HLDG CORP | COM | 22282E102 | 549 | 30,400 | SH | | DFND | 1,2,3 | 30,400 | 0 | 0 |
D R HORTON INC | COM | 23331A109 | 44,229 | 2,042,900 | SH | | DFND | 1,2,3 | 2,042,900 | 0 | 0 |
DEERE & CO | COM | 244199105 | 745 | 8,200 | SH | | DFND | 1,2,3 | 8,200 | 0 | 0 |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 43,303 | 1,249,727 | SH | | DFND | 1,2,3 | 1,249,727 | 0 | 0 |
DEVON ENERGY CORP NEW | COM | 25179M103 | 5,113 | 76,400 | SH | | DFND | 1,2,3 | 76,400 | 0 | 0 |
DOMINION RES INC VA NEW | COM | 25746U109 | 342 | 4,814 | SH | | DFND | 1,2,3 | 4,814 | 0 | 0 |
DRESSER-RAND GROUP INC | COM | 261608103 | 320 | 5,486 | SH | | DFND | 1,2,3 | 5,486 | 0 | 0 |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,460 | 20,500 | SH | | DFND | 1,2,3 | 20,500 | 0 | 0 |
EBAY INC | COM | 278642103 | 16,572 | 300,000 | SH | Call | DFND | 1,2,3 | 300,000 | 0 | 0 |
EBAY INC | COM | 278642103 | 37,525 | 679,300 | SH | | DFND | 1,2,3 | 679,300 | 0 | 0 |
EMPRESAS ICA S A DE CV | SPONS ADR NEW | 292448206 | 1,381 | 209,500 | SH | | DFND | 1,2,3 | 209,500 | 0 | 0 |
EOG RES INC | COM | 26875P101 | 27,237 | 138,842 | SH | | DFND | 1,2,3 | 138,842 | 0 | 0 |
EQT CORP | COM | 26884L109 | 3,559 | 36,700 | SH | | DFND | 1,2,4 | 36,700 | 0 | 0 |
EVERTEC INC | COM | 30040P103 | 20,276 | 820,884 | SH | | DFND | 1,2,3 | 820,884 | 0 | 0 |
EXXON MOBIL CORP | COM | 30231G102 | 3,477 | 35,600 | SH | | DFND | 1,2,3 | 35,600 | 0 | 0 |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 19,247 | 167,223 | SH | | DFND | 1,2,3 | 167,223 | 0 | 0 |
FLIR SYS INC | COM | 302445101 | 48,078 | 1,335,500 | SH | | DFND | 1,2,3 | 1,335,500 | 0 | 0 |
FOREST LABS INC | COM | 345838106 | 9,808 | 106,300 | SH | | DFND | 1,2,3 | 106,300 | 0 | 0 |
GAFISA S A | SPONS ADR | 362607301 | 2,974 | 935,330 | SH | | DFND | 1,2,3 | 935,330 | 0 | 0 |
GENWORTH FINL INC | COM CL A | 37247D106 | 34,465 | 1,943,894 | SH | | DFND | 1,2,3 | 1,943,894 | 0 | 0 |
GILEAD SCIENCES INC | COM | 375558103 | 20,057 | 283,046 | SH | | DFND | 1,2,3 | 283,046 | 0 | 0 |
GOLAR LNG LTD BERMUDA | SHS | G9456A100 | 15,504 | 371,891 | SH | | DFND | 1,2,3 | 371,891 | 0 | 0 |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 9,831 | 60,000 | SH | | DFND | 1,2,3 | 60,000 | 0 | 0 |
GOOGLE INC | CL A | 38259P508 | 53,423 | 47,934 | SH | | DFND | 1,2,3 | 47,934 | 0 | 0 |
GRACE W R & CO DEL NEW | COM | 38388F108 | 25,626 | 258,400 | SH | | DFND | 1,2,3 | 258,400 | 0 | 0 |
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 26,954 | 2,652,945 | SH | | DFND | 1,2,3 | 2,652,945 | 0 | 0 |
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 27,119 | 413,019 | SH | | DFND | 1,2,3 | 413,019 | 0 | 0 |
GULFPORT ENERGY CORP | COM NEW | 402635304 | 31,954 | 448,916 | SH | | DFND | 1,2,3 | 448,916 | 0 | 0 |
HALLIBURTON CO | COM | 406216101 | 27,025 | 458,900 | SH | | DFND | 1,2,3 | 458,900 | 0 | 0 |
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 35,376 | 1,003,000 | SH | | DFND | 1,2,3 | 1,003,000 | 0 | 0 |
HCA HOLDINGS INC | COM | 40412C101 | 23,306 | 443,922 | SH | | DFND | 1,2,3 | 443,922 | 0 | 0 |
HEALTHWAYS INC | COM | 422245100 | 24,487 | 1,428,637 | SH | | DFND | 1,2,3 | 1,428,637 | 0 | 0 |
HELMERICH & PAYNE INC | COM | 423452101 | 17,349 | 161,300 | SH | | DFND | 1,2,3 | 161,300 | 0 | 0 |
HERCULES OFFSHORE INC | COM | 427093109 | 322 | 70,099 | SH | | DFND | 1,2,3 | 70,099 | 0 | 0 |
HESS CORP | COM | 42809H107 | 19,129 | 230,800 | SH | | DFND | 1,2,3 | 230,800 | 0 | 0 |
HOLLYFRONTIER CORP | COM | 436106108 | 7,578 | 159,271 | SH | | DFND | 1,2,3 | 159,271 | 0 | 0 |
IMAX CORP | COM | 45245E109 | 31,059 | 1,136,433 | SH | | DFND | 1,2,3 | 1,136,433 | 0 | 0 |
INFOSYS LTD | SPONSORED ADR | 456788108 | 1,612 | 29,755 | SH | | DFND | 1,2,3 | 29,755 | 0 | 0 |
INTEROIL CORP | COM | 460951106 | 39,681 | 612,746 | SH | | DFND | 1,2,3 | 612,746 | 0 | 0 |
INTREXON CORP | COM | 46122T102 | 16,633 | 632,692 | SH | | DFND | 1,2,3 | 632,692 | 0 | 0 |
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 11,662 | 946,600 | SH | | DFND | 1,2,3 | 946,600 | 0 | 0 |
ISHARES | MSCI AC ASIA ETF | 464288182 | 354 | 5,995 | SH | | DFND | 1,2,3 | 5,995 | 0 | 0 |
ISHARES | MSCI STH KOR ETF | 464286772 | 945 | 15,363 | SH | | DFND | 1,2,3 | 15,363 | 0 | 0 |
ISHARES | MSCI MEX CAP ETF | 464286822 | 13,091 | 204,700 | SH | | DFND | 1,2,3 | 204,700 | 0 | 0 |
ISHARES | MSCI TAIWAN ETF | 464286731 | 8,737 | 607,189 | SH | | DFND | 1,2,3 | 607,189 | 0 | 0 |
JAPAN SMALLER CAPTLZTN FD IN | COM | 47109U104 | 166 | 18,900 | SH | | DFND | 1,2,3 | 18,900 | 0 | 0 |
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 5,751 | 41,471 | SH | | DFND | 1,2,3 | 41,471 | 0 | 0 |
JPMORGAN CHASE & CO | COM | 46625H100 | 12,603 | 207,600 | SH | | DFND | 1,2,3 | 207,600 | 0 | 0 |
KALOBIOS PHARMACEUTICALS INC | COM | 48344T100 | 1,089 | 402,000 | SH | | DFND | 1,2,3 | 402,000 | 0 | 0 |
KATE SPADE & CO | COM | 485865109 | 18,978 | 511,663 | SH | | DFND | 1,2,3 | 511,663 | 0 | 0 |
KEY ENERGY SVCS INC | COM | 492914106 | 12,340 | 1,335,500 | SH | | DFND | 1,2,3 | 1,335,500 | 0 | 0 |
KODIAK OIL & GAS CORP | COM | 50015Q100 | 7,028 | 578,900 | SH | | DFND | 1,2,3 | 578,900 | 0 | 0 |
LADDER CAP CORP | CL A | 505743104 | 7,480 | 396,200 | SH | | DFND | 1,2,3 | 396,200 | 0 | 0 |
LAS VEGAS SANDS CORP | COM | 517834107 | 7,642 | 94,602 | SH | | DFND | 1,2,3 | 94,602 | 0 | 0 |
LENNAR CORP | CL A | 526057104 | 47,706 | 1,204,100 | SH | | DFND | 1,2,3 | 1,204,100 | 0 | 0 |
LEXINGTON REALTY TRUST | COM | 529043101 | 5,364 | 491,700 | SH | | DFND | 1,2,2 | 491,700 | 0 | 0 |
LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 76,448 | 586,574 | SH | | DFND | 1,2,3 | 586,574 | 0 | 0 |
LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 33,720 | 1,167,986 | SH | | DFND | 1,2,3 | 1,167,986 | 0 | 0 |
LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 63,742 | 487,587 | SH | | DFND | 1,2,3 | 487,587 | 0 | 0 |
LIFEPOINT HOSPITALS INC | COM | 53219L109 | 14,218 | 260,642 | SH | | DFND | 1,2,3 | 260,642 | 0 | 0 |
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 10,435 | 390,400 | SH | | DFND | 1,2,3 | 390,400 | 0 | 0 |
LITHIA MTRS INC | CL A | 536797103 | 33,164 | 499,000 | SH | | DFND | 1,2,3 | 499,000 | 0 | 0 |
LYON WILLIAM HOMES | CL A NEW | 552074700 | 4,434 | 160,600 | SH | | DFND | 1,2,3 | 160,600 | 0 | 0 |
MARATHON PETE CORP | COM | 56585A102 | 42,127 | 484,000 | SH | | DFND | 1,2,3 | 484,000 | 0 | 0 |
MARKET VECTORS ETF TR | GOLD MINER ETF | 57060U100 | 677 | 28,700 | SH | | DFND | 1,2,3 | 28,700 | 0 | 0 |
MCKESSON CORP | COM | 58155Q103 | 6,048 | 34,250 | SH | | DFND | 1,2,3 | 34,250 | 0 | 0 |
MEDIVATION INC | COM | 58501N101 | 6,231 | 96,800 | SH | | DFND | 1,2,3 | 96,800 | 0 | 0 |
MFA FINL INC | COM | 55272X102 | 24,705 | 3,187,752 | SH | | DFND | 1,2,3 | 3,187,752 | 0 | 0 |
MGIC INVT CORP WIS | COM | 552848103 | 16,194 | 1,900,701 | SH | | DFND | 1,2,3 | 1,900,701 | 0 | 0 |
MORGAN STANLEY | COM NEW | 617446448 | 55,667 | 1,785,910 | SH | | DFND | 1,2,3 | 1,785,910 | 0 | 0 |
MORGAN STANLEY CHINA A SH FD | COM | 617468103 | 5,240 | 242,927 | SH | | DFND | 1,2,3 | 242,927 | 0 | 0 |
NABORS INDUSTRIES LTD | SHS | G6359F103 | 13,846 | 561,700 | SH | | DFND | 1,2,3 | 561,700 | 0 | 0 |
NATIONAL BK GREECE S A | SPN ADR REP 1 SH | 633643705 | 983 | 177,100 | SH | | DFND | 1,2,3 | 177,100 | 0 | 0 |
NATIONAL CINEMEDIA INC | COM | 635309107 | 2,801 | 186,700 | SH | | DFND | 1,2,3 | 186,700 | 0 | 0 |
NATIONAL GEN HLDGS CORP | COM | 636220303 | 907 | 65,000 | SH | | DFND | 1,2,3 | 65,000 | 0 | 0 |
NATIONAL OILWELL VARCO INC | COM | 637071101 | 265 | 3,409 | SH | | DFND | 1,2,3 | 3,409 | 0 | 0 |
NEOGENOMICS INC | COM NEW | 64049M209 | 876 | 252,500 | SH | | DFND | 1,2,3 | 252,500 | 0 | 0 |
NMI HLDGS INC | CL A | 629209305 | 2,528 | 215,700 | SH | | DFND | 1,2,3 | 215,700 | 0 | 0 |
NQ MOBILE INC | ADR REPSTG CL A | 64118U108 | 9,259 | 525,780 | SH | | DFND | 1,2,3 | 525,780 | 0 | 0 |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 33,247 | 565,336 | SH | | DFND | 1,2,3 | 565,336 | 0 | 0 |
NXSTAGE MEDICAL INC | COM | 67072V103 | 2,450 | 192,313 | SH | | DFND | 1,2,3 | 192,313 | 0 | 0 |
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 20,001 | 209,900 | SH | | DFND | 1,2,3 | 209,900 | 0 | 0 |
OCEANEERING INTL INC | COM | 675232102 | 604 | 8,400 | SH | | DFND | 1,2,3 | 8,400 | 0 | 0 |
ORIENT-EXPRESS HOTELS LTD | CL A | G67743107 | 18,596 | 1,290,463 | SH | | DFND | 1,2,3 | 1,290,463 | 0 | 0 |
ORITANI FINL CORP DEL | COM | 68633D103 | 2,446 | 154,700 | SH | | DFND | 1,2,3 | 154,700 | 0 | 0 |
PACIFIC COAST OIL TR | UNIT BEN INT | 694103102 | 1,283 | 95,800 | SH | | DFND | 1,2,3 | 95,800 | 0 | 0 |
PANDORA MEDIA INC | COM | 698354107 | 1,516 | 50,000 | SH | Call | DFND | 1,2,3 | 50,000 | 0 | 0 |
PANDORA MEDIA INC | COM | 698354107 | 5,967 | 196,800 | SH | | DFND | 1,2,3 | 196,800 | 0 | 0 |
PATTERSON UTI ENERGY INC | COM | 703481101 | 19,211 | 606,400 | SH | | DFND | 1,2,3 | 606,400 | 0 | 0 |
PENNYMAC MTG INVT TR | COM | 70931T103 | 20,157 | 843,400 | SH | | DFND | 1,2,3 | 843,400 | 0 | 0 |
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 34,234 | 800,606 | SH | | DFND | 1,2,3 | 800,606 | 0 | 0 |
PERRIGO CO PLC | SHS | G97822103 | 17,121 | 110,704 | SH | | DFND | 1,2,3 | 110,704 | 0 | 0 |
PFIZER INC | COM | 717081103 | 3,986 | 124,100 | SH | | DFND | 1,2,3 | 124,100 | 0 | 0 |
PHILLIPS 66 | COM | 718546104 | 41,250 | 535,300 | SH | | DFND | 1,2,3 | 535,300 | 0 | 0 |
PIONEER NAT RES CO | COM | 723787107 | 540 | 2,888 | SH | | DFND | 1,2,3 | 2,888 | 0 | 0 |
POWERSHARES INDIA ETF TR | INDIA PORT | 73935L100 | 213 | 11,416 | SH | | DFND | 1,2,3 | 11,416 | 0 | 0 |
POWERSHS DB US DOLLAR INDEX | DOLL INDX BULL | 73936D107 | 1,560 | 72,700 | SH | | DFND | 1,2,3 | 72,700 | 0 | 0 |
PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 10,028 | 368,000 | SH | | DFND | 1,2,3 | 368,000 | 0 | 0 |
PULTE GROUP INC | COM | 745867101 | 34,161 | 1,780,149 | SH | | DFND | 1,2,3 | 1,780,149 | 0 | 0 |
RANGE RES CORP | COM | 75281A109 | 431 | 5,200 | SH | | DFND | 1,2,3 | 5,200 | 0 | 0 |
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 16,940 | 230,200 | SH | | DFND | 1,2,3 | 230,200 | 0 | 0 |
RICE ENERGY INC | COM | 762760106 | 13,509 | 511,900 | SH | | DFND | 1,2,3 | 511,900 | 0 | 0 |
ROLLINS INC | COM | 775711104 | 6,946 | 229,700 | SH | | DFND | 1,2,3 | 229,700 | 0 | 0 |
SALIX PHARMACEUTICALS INC | COM | 795435106 | 9,719 | 93,800 | SH | | DFND | 1,2,3 | 93,800 | 0 | 0 |
SANOFI | SPONSORED ADR | 80105N105 | 11,204 | 214,300 | SH | | DFND | 1,2,3 | 214,300 | 0 | 0 |
SCHLUMBERGER LTD | COM | 806857108 | 16,428 | 168,496 | SH | | DFND | 1,2,3 | 168,496 | 0 | 0 |
SCORPIO BULKERS INC | SHS | Y7546A106 | 9,871 | 976,400 | SH | | DFND | 1,2,3 | 976,400 | 0 | 0 |
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 10,103 | 179,900 | SH | | DFND | 1,2,3 | 179,900 | 0 | 0 |
SELECT INCOME REIT | COM SH BEN INT | 81618T100 | 3,784 | 125,000 | SH | | DFND | 1,2,3 | 125,000 | 0 | 0 |
SERVICE CORP INTL | COM | 817565104 | 25,669 | 1,291,200 | SH | | DFND | 1,2,3 | 1,291,200 | 0 | 0 |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 21,034 | 198,700 | SH | | DFND | 1,2,3 | 198,700 | 0 | 0 |
SINA CORP | ORD | G81477104 | 900 | 14,900 | SH | | DFND | 1,2,3 | 14,900 | 0 | 0 |
SOUTHWESTERN ENERGY CO | COM | 845467109 | 19,945 | 433,500 | SH | | DFND | 1,2,3 | 433,500 | 0 | 0 |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 16,538 | 133,790 | SH | | DFND | 1,2,3 | 133,790 | 0 | 0 |
SPDR INDEX SHS FDS | S&P CHINA ETF | 78463X400 | 444 | 6,106 | SH | | DFND | 1,2,3 | 6,106 | 0 | 0 |
SPRINGLEAF HLDGS INC | COM | 85172J101 | 4,499 | 178,900 | SH | | DFND | 1,2,3 | 178,900 | 0 | 0 |
STARBUCKS CORP | COM | 855244109 | 23,775 | 324,000 | SH | | DFND | 1,2,3 | 324,000 | 0 | 0 |
STONE ENERGY CORP | COM | 861642106 | 9,525 | 226,955 | SH | | DFND | 1,2,3 | 226,955 | 0 | 0 |
STONEGATE MTG CORP | COM | 86181Q300 | 1,651 | 111,111 | SH | | DFND | 1,2,3 | 111,111 | 0 | 0 |
SUNTRUST BKS INC | COM | 867914103 | 17,480 | 439,300 | SH | | DFND | 1,2,3 | 439,300 | 0 | 0 |
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 27,717 | 901,060 | SH | | DFND | 1,2,3 | 901,060 | 0 | 0 |
TAMINCO CORP | COM | 87509U106 | 16,466 | 783,700 | SH | | DFND | 1,2,3 | 783,700 | 0 | 0 |
TEAM HEALTH HOLDINGS INC | COM | 87817A107 | 9,539 | 213,159 | SH | | DFND | 1,2,3 | 213,159 | 0 | 0 |
TELEFLEX INC | COM | 879369106 | 2,713 | 25,300 | SH | | DFND | 1,2,3 | 25,300 | 0 | 0 |
TESORO CORP | COM | 881609101 | 9,061 | 179,100 | SH | | DFND | 1,2,3 | 179,100 | 0 | 0 |
TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 17,971 | 340,100 | SH | | DFND | 1,2,3 | 340,100 | 0 | 0 |
THERAPEUTICSMD INC | COM | 88338N107 | 2,388 | 378,500 | SH | | DFND | 1,2,3 | 378,500 | 0 | 0 |
TIDEWATER INC | COM | 886423102 | 518 | 10,650 | SH | | DFND | 1,2,3 | 10,650 | 0 | 0 |
TOLL BROTHERS INC | COM | 889478103 | 18,076 | 503,500 | SH | | DFND | 1,2,3 | 503,500 | 0 | 0 |
TRI POINTE HOMES INC | COM | 87265H109 | 4,541 | 279,800 | SH | | DFND | 1,2,3 | 279,800 | 0 | 0 |
TURKCELL ILETISIM HIZMETLERI | SPON ADR NEW | 900111204 | 798 | 57,920 | SH | | DFND | 1,2,3 | 57,920 | 0 | 0 |
TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 482 | 15,500 | SH | | DFND | 1,2,3 | 15,500 | 0 | 0 |
TWO HBRS INVT CORP | COM | 90187B101 | 26,968 | 2,631,000 | SH | | DFND | 1,2,3 | 2,631,000 | 0 | 0 |
UNITED CONTL HLDGS INC | COM | 910047109 | 50,650 | 1,134,896 | SH | | DFND | 1,2,3 | 1,134,896 | 0 | 0 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 9,609 | 117,200 | SH | | DFND | 1,2,3 | 117,200 | 0 | 0 |
UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 4,524 | 639,819 | SH | | DFND | 1,2,3 | 639,819 | 0 | 0 |
VALERO ENERGY CORP NEW | COM | 91913Y100 | 49,840 | 938,600 | SH | | DFND | 1,2,3 | 938,600 | 0 | 0 |
VERACYTE INC | COM | 92337F107 | 4,348 | 253,800 | SH | | DFND | 1,2,3 | 253,800 | 0 | 0 |
VERISK ANALYTICS INC | CL A | 92345Y106 | 5,186 | 86,491 | SH | | DFND | 1,2,3 | 86,491 | 0 | 0 |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 8,563 | 180,000 | SH | Put | DFND | 1,2,3 | 180,000 | 0 | 0 |
VIASAT INC | COM | 92552V100 | 59,937 | 868,152 | SH | | DFND | 1,2,3 | 868,152 | 0 | 0 |
VIOLIN MEMORY INC | COM | 92763A101 | 6,051 | 1,528,115 | SH | | DFND | 1,2,3 | 669,310 | 0 | 0 |
WEATHERFORD INTERNATIONAL LT | REG SHS | H27013103 | 386 | 22,240 | SH | | DFND | 1,2,3 | 22,240 | 0 | 0 |
WELLPOINT INC | COM | 94973V107 | 30,841 | 309,800 | SH | | DFND | 1,2,3 | 309,800 | 0 | 0 |
WELLS FARGO & CO NEW | COM | 949746101 | 11,530 | 231,800 | SH | | DFND | 1,2,3 | 231,800 | 0 | 0 |
WESCO AIRCRAFT HLDGS INC | COM | 950814103 | 23,758 | 1,079,436 | SH | | DFND | 1,2,3 | 1,079,436 | 0 | 0 |
WESTERN DIGITAL CORP | COM | 958102105 | 16,500 | 179,700 | SH | | DFND | 1,2,3 | 179,700 | 0 | 0 |
WESTERN UN CO | COM | 959802109 | 67,287 | 4,112,900 | SH | | DFND | 1,2,3 | 4,112,900 | 0 | 0 |
WHITING PETE CORP NEW | COM | 966387102 | 10,894 | 157,000 | SH | | DFND | 1,2,3 | 157,000 | 0 | 0 |
WHOLE FOODS MKT INC | COM | 966837106 | 21,602 | 426,000 | SH | | DFND | 1,2,3 | 426,000 | 0 | 0 |
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 6,556 | 227,000 | SH | | DFND | 1,2,3 | 227,000 | 0 | 0 |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 72,791 | 994,000 | SH | | DFND | 1,2,3 | 994,000 | 0 | 0 |