0001140361-14-007823.txt : 20140214 0001140361-14-007823.hdr.sgml : 20140214 20140214155057 ACCESSION NUMBER: 0001140361-14-007823 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140214 DATE AS OF CHANGE: 20140214 EFFECTIVENESS DATE: 20140214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CR Intrinsic Investors, LLC CENTRAL INDEX KEY: 0001316388 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11740 FILM NUMBER: 14616038 BUSINESS ADDRESS: STREET 1: 72 CUMMINGS POINT ROAD CITY: STAMFORD STATE: CT ZIP: 06902 BUSINESS PHONE: 203-890-2153 MAIL ADDRESS: STREET 1: 72 CUMMINGS POINT ROAD CITY: STAMFORD STATE: CT ZIP: 06902 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001316388 XXXXXXXX 12-31-2013 12-31-2013 CR Intrinsic Investors, LLC

72 CUMMINGS POINT ROAD STAMFORD CT 06902

13F HOLDINGS REPORT 028-11740 Y * Positions that are exempt from reporting under Special Instruction 9 to the Form 13F are excluded. However, positions that would not be exempt when aggregated with positions of the same security held by (i) the Other Included Managers or (ii) certain affiliates of the Reporting Manager which include the Reporting Manager as an Other Included Manager on their own Forms 13F, are listed herein. Peter Nussbaum 203-890-2094 Peter Nussbaum Stamford CT 02-14-2014 1 266 2304930 false 1 0001451928 028-13297 SAC Capital Advisors LP INFORMATION TABLE 2 form13fInfoTable.xml 21VIANET GROUP INC SPONSORED ADR 90138A103 3812 162091 SH DFND 1 0 162091 0 ACCO BRANDS CORP COM 00081T108 921 137017 SH DFND 1 0 137017 0 ACCRETIVE HEALTH INC COM 00438V103 13740 1500000 SH DFND 1 0 1500000 0 ACTUANT CORP CL A NEW 00508X203 10259 280000 SH DFND 1 0 280000 0 ADOBE SYS INC COM 00724F101 9042 151001 SH DFND 1 0 151001 0 AGILENT TECHNOLOGIES INC COM 00846U101 14012 245000 SH DFND 1 0 245000 0 AIR METHODS CORP COM PAR $.06 009128307 10208 175000 SH DFND 1 0 175000 0 ALCOA INC CALL 013817101 12756 1200000 SH Call DFND 1 0 1200000 0 ALLOT COMMUNICATIONS LTD SHS M0854Q105 2098 138363 SH DFND 1 0 138363 0 ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 5566 360000 SH DFND 1 0 360000 0 ALTISOURCE RESIDENTIAL CORP CL B 02153W100 1310 43500 SH DFND 1 0 43500 0 AMAZON COM INC COM 023135106 41674 104501 SH DFND 1 0 104501 0 AMERICAN AIRLS GROUP INC COM 02376R102 4040 160000 SH DFND 1 0 160000 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 7093 346856 SH DFND 1 0 346856 0 AMERICAN CAP LTD COM 02503Y103 1173 75000 SH DFND 1 0 75000 0 AMERICAN INTL GROUP INC COM NEW 026874784 1532 30000 SH DFND 1 0 30000 0 AMERICAN TOWER CORP NEW COM 03027X100 30132 377500 SH DFND 1 0 377500 0 ANGIODYNAMICS INC COM 03475V101 1977 115000 SH DFND 1 0 115000 0 ARAMARK HLDGS CORP COM 03852U106 8103 309020 SH DFND 1 0 309020 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 3033 170000 SH DFND 1 0 170000 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 10255 178000 SH DFND 1 0 178000 0 ARTHROCARE CORP COM 043136100 3420 85000 SH DFND 1 0 85000 0 ASSURED GUARANTY LTD COM G0585R106 1651 70000 SH DFND 1 0 70000 0 ATHENAHEALTH INC COM 04685W103 6860 51001 SH DFND 1 0 51001 0 AUTONATION INC COM 05329W102 3975 80000 SH DFND 1 0 80000 0 AVON PRODS INC PUT 054303102 1722 100000 SH Put DFND 1 0 100000 0 AXIALL CORP CALL 05463D100 8302 175000 SH Call DFND 1 0 175000 0 B/E AEROSPACE INC COM 073302101 5657 65000 SH DFND 1 0 65000 0 BARNES & NOBLE INC COM 067774109 2093 140000 SH DFND 1 0 140000 0 BARNES & NOBLE INC PUT 067774109 2093 140000 SH Put DFND 1 0 140000 0 BARNES GROUP INC COM 067806109 4214 110000 SH DFND 1 0 110000 0 BECTON DICKINSON & CO COM 075887109 11049 100000 SH DFND 1 0 100000 0 BEMIS INC COM 081437105 4710 115000 SH DFND 1 0 115000 0 BEST BUY INC COM 086516101 8415 211000 SH DFND 1 0 211000 0 BIOSCRIP INC COM 09069N108 370 50000 SH DFND 1 0 50000 0 BLOOMIN BRANDS INC COM 094235108 7911 329500 SH DFND 1 0 329500 0 BOEING CO COM 097023105 4095 30000 SH DFND 1 0 30000 0 BOSTON SCIENTIFIC CORP COM 101137107 6010 500000 SH DFND 1 0 500000 0 BOULDER BRANDS INC CALL 101405108 714 45000 SH Call DFND 1 0 45000 0 BRIGGS & STRATTON CORP COM 109043109 1088 50000 SH DFND 1 0 50000 0 BROADSOFT INC COM 11133B409 5453 199441 SH DFND 1 0 199441 0 BROADSOFT INC CALL 11133B409 2734 100000 SH Call DFND 1 0 100000 0 BROOKDALE SR LIVING INC COM 112463104 12639 465000 SH DFND 1 0 465000 0 BRUNSWICK CORP COM 117043109 7282 158100 SH DFND 1 0 158100 0 BUFFALO WILD WINGS INC COM 119848109 5888 40000 SH DFND 1 0 40000 0 BURLINGTON STORES INC COM 122017106 8753 273530 SH DFND 1 0 273530 0 CABELAS INC COM 126804301 6666 100000 SH DFND 1 0 100000 0 CABELAS INC PUT 126804301 6666 100000 SH Put DFND 1 0 100000 0 CANADIAN PAC RY LTD COM 13645T100 6053 40000 SH DFND 1 0 40000 0 CAPITAL SR LIVING CORP COM 140475104 4198 175000 SH DFND 1 0 175000 0 CARDINAL HEALTH INC COM 14149Y108 3341 50000 SH DFND 1 0 50000 0 CARDIOVASCULAR SYS INC DEL COM 141619106 1715 50000 SH DFND 1 0 50000 0 CARMAX INC COM 143130102 5642 120000 SH DFND 1 0 120000 0 CELANESE CORP DEL COM SER A 150870103 7190 130000 SH DFND 1 0 130000 0 CENTENE CORP DEL COM 15135B101 6779 115000 SH DFND 1 0 115000 0 CHANNELADVISOR CORP COM 159179100 8128 194870 SH DFND 1 0 194870 0 CHARLES RIV LABS INTL INC COM 159864107 8752 165000 SH DFND 1 0 165000 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 38293 280000 SH DFND 1 0 280000 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 1613 25000 SH DFND 1 0 25000 0 CIRRUS LOGIC INC COM 172755100 1532 75000 SH DFND 1 0 75000 0 CISCO SYS INC COM 17275R102 1684 75000 SH DFND 1 0 75000 0 CITIGROUP INC COM NEW 172967424 4690 90000 SH DFND 1 0 90000 0 CITRIX SYS INC COM 177376100 13402 211882 SH DFND 1 0 211882 0 CLIFFS NAT RES INC PUT 18683K101 2621 100000 SH Put DFND 1 0 100000 0 COMCAST CORP NEW CL A 20030N101 2858 55000 SH DFND 1 0 55000 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 11781 300000 SH DFND 1 0 300000 0 CONSOL ENERGY INC COM 20854P109 5706 150000 SH DFND 1 0 150000 0 CONSTANT CONTACT INC COM 210313102 6245 201001 SH DFND 1 0 201001 0 CONSTELLIUM HOLDCO B V CL A N22035104 3258 140000 SH DFND 1 0 140000 0 CORNERSTONE ONDEMAND INC COM 21925Y103 6988 131001 SH DFND 1 0 131001 0 CRANE CO COM 224399105 19402 288500 SH DFND 1 0 288500 0 CROWN CASTLE INTL CORP COM 228227104 38551 525000 SH DFND 1 0 525000 0 CUMMINS INC COM 231021106 11982 85000 SH DFND 1 0 85000 0 CUMMINS INC CALL 231021106 7049 50000 SH Call DFND 1 0 50000 0 CVS CAREMARK CORPORATION COM 126650100 2863 40000 SH DFND 1 0 40000 0 DANA HLDG CORP COM 235825205 11772 600000 SH DFND 1 0 600000 0 DANAHER CORP DEL COM 235851102 7334 95000 SH DFND 1 0 95000 0 DEALERTRACK TECHNOLOGIES INC COM 242309102 4856 101001 SH DFND 1 0 101001 0 DELPHI AUTOMOTIVE PLC SHS G27823106 20144 335000 SH DFND 1 0 335000 0 DELTA AIR LINES INC DEL COM NEW 247361702 4121 150000 SH DFND 1 0 150000 0 DELTA AIR LINES INC DEL CALL 247361702 4807 175000 SH Call DFND 1 0 175000 0 DEMANDWARE INC COM 24802Y105 10965 171001 SH DFND 1 0 171001 0 DISH NETWORK CORP CL A 25470M109 17376 300000 SH DFND 1 0 300000 0 DOLLAR GEN CORP NEW COM 256677105 12061 199957 SH DFND 1 0 199957 0 DOLLAR TREE INC COM 256746108 23132 410000 SH DFND 1 0 410000 0 DOMTAR CORP COM NEW 257559203 4717 50000 SH DFND 1 0 50000 0 DSW INC CL A 23334L102 2137 50000 SH DFND 1 0 50000 0 E HOUSE CHINA HLDGS LTD ADR 26852W103 4524 300000 SH DFND 1 0 300000 0 EAGLE MATERIALS INC COM 26969P108 19203 248000 SH DFND 1 0 248000 0 EASTMAN CHEM CO COM 277432100 8070 100000 SH DFND 1 0 100000 0 EBAY INC COM 278642103 12680 231001 SH DFND 1 0 231001 0 E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 5253 550000 SH DFND 1 0 550000 0 ELLIE MAE INC COM 28849P100 672 25000 SH DFND 1 0 25000 0 EMERITUS CORP COM 291005106 12978 600000 SH DFND 1 0 600000 0 ENDOLOGIX INC COM 29266S106 7412 425000 SH DFND 1 0 425000 0 EXAMWORKS GROUP INC COM 30066A105 3737 125100 SH DFND 1 0 125100 0 EXPEDIA INC DEL COM NEW 30212P303 14698 211001 SH DFND 1 0 211001 0 F M C CORP COM NEW 302491303 11319 150000 SH DFND 1 0 150000 0 FAIRWAY GROUP HLDGS CORP CL A 30603D109 2067 114100 SH DFND 1 0 114100 0 FAMILY DLR STORES INC CALL 307000109 1299 20000 SH Call DFND 1 0 20000 0 FINISAR CORP COM NEW 31787A507 6386 266969 SH DFND 1 0 266969 0 FIRST SOLAR INC COM 336433107 3552 65000 SH DFND 1 0 65000 0 FOSSIL GROUP INC COM 34988V106 10315 86000 SH DFND 1 0 86000 0 FRANKLIN RES INC COM 354613101 1732 30000 SH DFND 1 0 30000 0 FRESH MKT INC COM 35804H106 10328 255000 SH DFND 1 0 255000 0 FRESH MKT INC CALL 35804H106 377 9300 SH Call DFND 1 0 9300 0 GAMESTOP CORP NEW CL A 36467W109 2394 48600 SH DFND 1 0 48600 0 GENERAL MTRS CO COM 37045V100 11035 270000 SH DFND 1 0 270000 0 GENESEE & WYO INC CL A 371559105 7204 75000 SH DFND 1 0 75000 0 GIGAMON INC COM 37518B102 2442 86962 SH DFND 1 0 86962 0 GLOBUS MED INC CL A 379577208 5045 250000 SH DFND 1 0 250000 0 GNC HLDGS INC COM CL A 36191G107 7540 129000 SH DFND 1 0 129000 0 GOODYEAR TIRE & RUBR CO COM 382550101 33271 1395000 SH DFND 1 0 1395000 0 GOOGLE INC CL A 38259P508 34743 31001 SH DFND 1 0 31001 0 GRAPHIC PACKAGING HLDG CO COM 388689101 2640 275000 SH DFND 1 0 275000 0 GRAY TELEVISION INC COM 389375106 2812 188956 SH DFND 1 0 188956 0 HALLIBURTON CO COM 406216101 3806 75000 SH DFND 1 0 75000 0 HANESBRANDS INC COM 410345102 2284 32500 SH DFND 1 0 32500 0 HEALTH CARE REIT INC COM 42217K106 8839 165000 SH DFND 1 0 165000 0 HEALTHSTREAM INC COM 42222N103 6062 185000 SH DFND 1 0 185000 0 HEARTWARE INTL INC COM 422368100 5168 55000 SH DFND 1 0 55000 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 13 440 SH DFND 1 0 440 0 HOME DEPOT INC COM 437076102 8234 100000 SH DFND 1 0 100000 0 HONEYWELL INTL INC COM 438516106 9594 105000 SH DFND 1 0 105000 0 HUBBELL INC CL B 443510201 9311 85500 SH DFND 1 0 85500 0 HUNTSMAN CORP COM 447011107 2091 85000 SH DFND 1 0 85000 0 ILLINOIS TOOL WKS INC COM 452308109 3363 40000 SH DFND 1 0 40000 0 INFOBLOX INC COM 45672H104 4788 145000 SH DFND 1 0 145000 0 INGERSOLL-RAND PLC SHS G47791101 4928 80000 SH DFND 1 0 80000 0 INTL PAPER CO COM 460146103 11032 225000 SH DFND 1 0 225000 0 INVENSENSE INC COM 46123D205 3217 154809 SH DFND 1 0 154809 0 INVENSENSE INC CALL 46123D205 281 13500 SH Call DFND 1 0 13500 0 INVESCO LTD SHS G491BT108 5278 145000 SH DFND 1 0 145000 0 ISHARES PUT 464287234 5221 125000 SH Put DFND 1 0 125000 0 JOHNSON & JOHNSON COM 478160104 22898 250000 SH DFND 1 0 250000 0 JOHNSON CTLS INC COM 478366107 8978 175000 SH DFND 1 0 175000 0 JOY GLOBAL INC CALL 481165108 5849 100000 SH Call DFND 1 0 100000 0 KAR AUCTION SVCS INC COM 48238T109 37469 1268000 SH DFND 1 0 1268000 0 KIRBY CORP COM 497266106 9925 100000 SH DFND 1 0 100000 0 L-3 COMMUNICATIONS HLDGS INC COM 502424104 5343 50000 SH DFND 1 0 50000 0 LEAR CORP COM NEW 521865204 6073 75000 SH DFND 1 0 75000 0 LENNAR CORP CL A 526057104 2769 70000 SH DFND 1 0 70000 0 LENNOX INTL INC CALL 526107107 2127 25000 SH Call DFND 1 0 25000 0 LIFE TIME FITNESS INC COM 53217R207 3760 80000 SH DFND 1 0 80000 0 LIONS GATE ENTMNT CORP COM NEW 535919203 6332 200000 SH DFND 1 0 200000 0 LOUISIANA PAC CORP COM 546347105 6571 355000 SH DFND 1 0 355000 0 LOWES COS INC COM 548661107 48539 979600 SH DFND 1 0 979600 0 LPL FINL HLDGS INC COM 50212V100 1176 25000 SH DFND 1 0 25000 0 LUMBER LIQUIDATORS HLDGS INC COM 55003T107 7717 75000 SH DFND 1 0 75000 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 21676 270000 SH DFND 1 0 270000 0 MADISON SQUARE GARDEN CO CL A 55826P100 4319 75000 SH DFND 1 0 75000 0 MAGNA INTL INC COM 559222401 2052 25000 SH DFND 1 0 25000 0 MANITOWOC INC CALL 563571108 5830 250000 SH Call DFND 1 0 250000 0 MANPOWERGROUP INC COM 56418H100 12879 150000 SH DFND 1 0 150000 0 MARRIOTT INTL INC NEW CL A 571903202 7404 150000 SH DFND 1 0 150000 0 MARTIN MARIETTA MATLS INC COM 573284106 20738 207500 SH DFND 1 0 207500 0 MASCO CORP COM 574599106 2277 100000 SH DFND 1 0 100000 0 MASTERCARD INC CL A 57636Q104 9191 11001 SH DFND 1 0 11001 0 MEDTRONIC INC COM 585055106 10043 175000 SH DFND 1 0 175000 0 MELLANOX TECHNOLOGIES LTD CALL M51363113 1431 35800 SH Call DFND 1 0 35800 0 METHANEX CORP COM 59151K108 10959 185000 SH DFND 1 0 185000 0 MGIC INVT CORP WIS COM 552848103 1519 180000 SH DFND 1 0 180000 0 MGM RESORTS INTERNATIONAL COM 552953101 7056 300000 SH DFND 1 0 300000 0 MICRON TECHNOLOGY INC COM 595112103 14144 650000 SH DFND 1 0 650000 0 MILLENNIAL MEDIA INC COM 60040N105 3053 420000 SH DFND 1 0 420000 0 MOHAWK INDS INC COM 608190104 15262 102500 SH DFND 1 0 102500 0 MONSANTO CO NEW COM 61166W101 13986 120000 SH DFND 1 0 120000 0 MONSTER BEVERAGE CORP COM 611740101 5422 80000 SH DFND 1 0 80000 0 MONSTER WORLDWIDE INC COM 611742107 1426 200000 SH DFND 1 0 200000 0 NETFLIX INC COM 64110L106 18777 51001 SH DFND 1 0 51001 0 NETSUITE INC COM 64118Q107 20707 201001 SH DFND 1 0 201001 0 NEW RESIDENTIAL INVT CORP COM 64828T102 1670 250000 SH DFND 1 0 250000 0 NORTHROP GRUMMAN CORP COM 666807102 2292 20000 SH DFND 1 0 20000 0 NORTHSTAR RLTY FIN CORP COM 66704R100 8743 650000 SH DFND 1 0 650000 0 NQ MOBILE INC ADR REPSTG CL A 64118U108 3565 242534 SH DFND 1 0 242534 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 9653 75000 SH DFND 1 0 75000 0 OFFICE DEPOT INC COM 676220106 30153 5700000 SH DFND 1 0 5700000 0 OLIN CORP CALL 680665205 9376 325000 SH Call DFND 1 0 325000 0 OM GROUP INC COM 670872100 3641 100000 SH DFND 1 0 100000 0 OMNICARE INC COM 681904108 9054 150000 SH DFND 1 0 150000 0 OWENS CORNING NEW COM 690742101 36648 900000 SH DFND 1 0 900000 0 OWENS CORNING NEW CALL 690742101 8144 200000 SH Call DFND 1 0 200000 0 PACKAGING CORP AMER COM 695156109 39281 620754 SH DFND 1 0 620754 0 PANERA BREAD CO CL A 69840W108 15310 86650 SH DFND 1 0 86650 0 PGT INC COM 69336V101 10241 1012000 SH DFND 1 0 1012000 0 PGT INC CALL 69336V101 911 90000 SH Call DFND 1 0 90000 0 POPULAR INC COM NEW 733174700 2298 80000 SH DFND 1 0 80000 0 PPG INDS INC COM 693506107 3793 20000 SH DFND 1 0 20000 0 PRECISION CASTPARTS CORP COM 740189105 6733 25000 SH DFND 1 0 25000 0 PRICE T ROWE GROUP INC COM 74144T108 2429 29000 SH DFND 1 0 29000 0 PRICELINE COM INC COM NEW 741503403 18018 15501 SH DFND 1 0 15501 0 PVH CORP COM 693656100 3115 22901 SH DFND 1 0 22901 0 QLIK TECHNOLOGIES INC COM 74733T105 15030 564400 SH DFND 1 0 564400 0 QLIK TECHNOLOGIES INC CALL 74733T105 2663 100000 SH Call DFND 1 0 100000 0 RACKSPACE HOSTING INC COM 750086100 3882 99210 SH DFND 1 0 99210 0 RADIAN GROUP INC COM 750236101 2330 165000 SH DFND 1 0 165000 0 RALPH LAUREN CORP CL A 751212101 32383 183400 SH DFND 1 0 183400 0 REALOGY HLDGS CORP COM 75605Y106 15305 309385 SH DFND 1 0 309385 0 RITE AID CORP COM 767754104 13915 2750000 SH DFND 1 0 2750000 0 ROCK-TENN CO CL A 772739207 16182 154100 SH DFND 1 0 154100 0 ROCKWOOD HLDGS INC COM 774415103 26610 370000 SH DFND 1 0 370000 0 ROSS STORES INC COM 778296103 17908 239000 SH DFND 1 0 239000 0 SALLY BEAUTY HLDGS INC COM 79546E104 14510 480000 SH DFND 1 0 480000 0 SCHLUMBERGER LTD COM 806857108 11714 130000 SH DFND 1 0 130000 0 SEAWORLD ENTMT INC COM 81282V100 19213 667800 SH DFND 1 0 667800 0 SELECT COMFORT CORP COM 81616X103 13709 650000 SH DFND 1 0 650000 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 3877 100000 SH DFND 1 0 100000 0 SHERWIN WILLIAMS CO COM 824348106 6423 35000 SH DFND 1 0 35000 0 SILICON LABORATORIES INC COM 826919102 3771 87059 SH DFND 1 0 87059 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 1841 50000 SH DFND 1 0 50000 0 SOLARWINDS INC COM 83416B109 3216 85000 SH DFND 1 0 85000 0 SOUFUN HLDGS LTD ADR 836034108 7005 85000 SH DFND 1 0 85000 0 SPDR SERIES TRUST PUT 78464A755 8416 200000 SH Put DFND 1 0 200000 0 SPECTRANETICS CORP COM 84760C107 2505 100199 SH DFND 1 0 100199 0 SPLUNK INC COM 848637104 13803 201001 SH DFND 1 0 201001 0 SPROUTS FMRS MKT INC COM 85208M102 11590 301600 SH DFND 1 0 301600 0 STAPLES INC COM 855030102 5959 375000 SH DFND 1 0 375000 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 6356 80000 SH DFND 1 0 80000 0 STARWOOD PPTY TR INC COM 85571B105 3463 125000 SH DFND 1 0 125000 0 STILLWATER MNG CO COM 86074Q102 4319 350000 SH DFND 1 0 350000 0 SUNEDISON INC COM 86732Y109 8084 619500 SH DFND 1 0 619500 0 SUNPOWER CORP COM 867652406 3726 125000 SH DFND 1 0 125000 0 SUPERIOR ENERGY SVCS INC COM 868157108 1996 75000 SH DFND 1 0 75000 0 TABLEAU SOFTWARE INC CL A 87336U105 13855 201001 SH DFND 1 0 201001 0 TE CONNECTIVITY LTD REG SHS H84989104 5511 100000 SH DFND 1 0 100000 0 TEXTRON INC COM 883203101 14153 385000 SH DFND 1 0 385000 0 TEXTRON INC CALL 883203101 9190 250000 SH Call DFND 1 0 250000 0 THERMO FISHER SCIENTIFIC INC COM 883556102 7238 65000 SH DFND 1 0 65000 0 THORATEC CORP COM NEW 885175307 2379 65000 SH DFND 1 0 65000 0 TIBCO SOFTWARE INC COM 88632Q103 4046 180000 SH DFND 1 0 180000 0 TIFFANY & CO NEW COM 886547108 11607 125100 SH DFND 1 0 125100 0 TILE SHOP HLDGS INC COM 88677Q109 8348 462000 SH DFND 1 0 462000 0 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 19024 725000 SH DFND 1 0 725000 0 T-MOBILE US INC COM 872590104 13456 400000 SH DFND 1 0 400000 0 TOLL BROTHERS INC COM 889478103 2590 70000 SH DFND 1 0 70000 0 TRINITY INDS INC COM 896522109 3271 60000 SH DFND 1 0 60000 0 TRIPADVISOR INC COM 896945201 17891 216001 SH DFND 1 0 216001 0 TRULIA INC COM 897888103 7054 200000 SH DFND 1 0 200000 0 TRW AUTOMOTIVE HLDGS CORP COM 87264S106 2232 30000 SH DFND 1 0 30000 0 TWITTER INC COM 90184L102 4519 71001 SH DFND 1 0 71001 0 TYCO INTERNATIONAL LTD SHS H89128104 5746 140000 SH DFND 1 0 140000 0 TYCO INTERNATIONAL LTD CALL H89128104 6566 160000 SH Call DFND 1 0 160000 0 U S G CORP COM NEW 903293405 3548 125000 SH DFND 1 0 125000 0 ULTA SALON COSMETCS & FRAG I COM 90384S303 4826 50000 SH DFND 1 0 50000 0 UNION PAC CORP COM 907818108 21000 125000 SH DFND 1 0 125000 0 UNITED CONTL HLDGS INC COM 910047109 2043 54000 SH DFND 1 0 54000 0 UNITED RENTALS INC COM 911363109 3118 40000 SH DFND 1 0 40000 0 UNITED STATES STL CORP NEW CALL 912909108 3688 125000 SH Call DFND 1 0 125000 0 UNITED TECHNOLOGIES CORP COM 913017109 5690 50000 SH DFND 1 0 50000 0 VALSPAR CORP CALL 920355104 7129 100000 SH Call DFND 1 0 100000 0 VENTAS INC COM 92276F100 8592 150000 SH DFND 1 0 150000 0 VISA INC COM CL A 92826C839 22268 100001 SH DFND 1 0 100001 0 VISTEON CORP COM NEW 92839U206 4913 60000 SH DFND 1 0 60000 0 VITAMIN SHOPPE INC COM 92849E101 6725 129300 SH DFND 1 0 129300 0 VOCERA COMMUNICATIONS INC COM 92857F107 5955 381500 SH DFND 1 0 381500 0 VULCAN MATLS CO COM 929160109 891 15000 SH DFND 1 0 15000 0 WATSCO INC COM 942622200 12968 135000 SH DFND 1 0 135000 0 WEBMD HEALTH CORP COM 94770V102 6755 171001 SH DFND 1 0 171001 0 WELLCARE HEALTH PLANS INC COM 94946T106 7042 100000 SH DFND 1 0 100000 0 WESTLAKE CHEM CORP COM 960413102 14038 115000 SH DFND 1 0 115000 0 WHIRLPOOL CORP COM 963320106 24784 158000 SH DFND 1 0 158000 0 WILLIAMS COS INC DEL COM 969457100 4821 125000 SH DFND 1 0 125000 0 WORKDAY INC CL A 98138H101 12557 151001 SH DFND 1 0 151001 0 WRIGHT MED GROUP INC COM 98235T107 13820 450000 SH DFND 1 0 450000 0 YELP INC CL A 985817105 4896 71001 SH DFND 1 0 71001 0 ZOETIS INC CL A 98978V103 3596 110000 SH DFND 1 0 110000 0