0001140361-14-042285.txt : 20141114 0001140361-14-042285.hdr.sgml : 20141114 20141114163425 ACCESSION NUMBER: 0001140361-14-042285 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 EFFECTIVENESS DATE: 20141114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Point72 Asset Management, L.P. CENTRAL INDEX KEY: 0001603466 IRS NUMBER: 465064661 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16256 FILM NUMBER: 141224767 BUSINESS ADDRESS: STREET 1: 72 CUMMINGS POINT ROAD CITY: STAMFORD STATE: CT ZIP: 06902 BUSINESS PHONE: 203-890-2000 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 0001603466 XXXXXXXX 09-30-2014 09-30-2014 Point72 Asset Management, L.P.

72 CUMMINGS POINT ROAD STAMFORD CT 06902

13F COMBINATION REPORT 028-16256 0001603464 028-16257 EverPoint Asset Management, LLC 0001603465 028-16258 Cubist Systematic Strategies, LLC 0001599822 028-16027 Point72 Asia (Hong Kong) Ltd Y Positions that are exempt from reporting under Special Instruction 9 to the Form 13F are excluded from this report. 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 11-14-2014 0 631 13287329 false INFORMATION TABLE 2 form13fInfoTable.xml ABBOTT LABS COM 002824100 8318 200000 SH DFND 0 0 200000 0 ABBVIE INC COM 00287Y109 10645 184300 SH DFND 0 0 184300 0 ACADIA PHARMACEUTICALS INC COM 004225108 22903 925000 SH DFND 0 0 925000 0 ACCO BRANDS CORP COM 00081T108 10666 1545800 SH DFND 0 0 1545800 0 ACCURAY INC COM 004397105 9275 1277500 SH DFND 0 0 1277500 0 ACHILLION PHARMACEUTICALS IN COM 00448Q201 10460 1048100 SH DFND 0 0 1048100 0 ACTAVIS PLC SHS G0083B108 24828 102900 SH DFND 0 0 102900 0 ADOBE SYS INC COM 00724F101 325 4700 SH DFND 0 0 4700 0 ADVANCE AUTO PARTS INC COM 00751Y106 1511 11600 SH DFND 0 0 11600 0 ADVANCED ENERGY INDS COM 007973100 21515 1145000 SH DFND 0 0 1145000 0 AECOM TECHNOLOGY CORP DELAWA COM 00766T100 12950 383700 SH DFND 0 0 383700 0 AEGERION PHARMACEUTICALS INC COM 00767E102 25285 757500 SH DFND 0 0 757500 0 AERCAP HOLDINGS NV SHS N00985106 6188 151300 SH DFND 0 0 151300 0 AIR LEASE CORP CL A 00912X302 4043 124400 SH DFND 0 0 124400 0 AIR PRODS & CHEMS INC COM 009158106 69581 534500 SH DFND 0 0 534500 0 AK STL HLDG CORP COM 001547108 33221 4147500 SH DFND 0 0 4147500 0 AKAMAI TECHNOLOGIES INC COM 00971T101 16792 280800 SH DFND 0 0 280800 0 AKORN INC COM 009728106 1781 49100 SH DFND 0 0 49100 0 ALBEMARLE CORP COM 012653101 1343 22800 SH DFND 0 0 22800 0 ALERE INC COM 01449J105 77331 1994100 SH DFND 0 0 1994100 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 11728 132000 SH DFND 0 0 132000 0 ALIGN TECHNOLOGY INC COM 016255101 13168 254800 SH DFND 0 0 254800 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 8399 226400 SH DFND 0 0 226400 0 ALLERGAN INC COM 018490102 48984 274900 SH DFND 0 0 274900 0 ALLIANT TECHSYSTEMS INC COM 018804104 33186 260000 SH DFND 0 0 260000 0 ALLISON TRANSMISSION HLDGS I COM 01973R101 37193 1305464 SH DFND 0 0 1305464 0 ALLSTATE CORP COM 020002101 18055 294200 SH DFND 0 0 294200 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 945 12100 SH DFND 0 0 12100 0 ALON USA ENERGY INC COM 020520102 23232 1617800 SH DFND 0 0 1617800 0 ALTISOURCE RESIDENTIAL CORP CL B 02153W100 1920 80000 SH DFND 0 0 80000 0 AMAZON COM INC COM 023135106 32244 100000 SH DFND 0 0 100000 0 AMC ENTMT HLDGS INC CL A COM 00165C104 3534 153700 SH DFND 0 0 153700 0 AMC NETWORKS INC CL A 00164V103 2956 50600 SH DFND 0 0 50600 0 AMEDISYS INC COM 023436108 1259 62400 SH DFND 0 0 62400 0 AMERICAN AIRLS GROUP INC COM 02376R102 20834 587200 SH DFND 0 0 587200 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 38512 2296470 SH DFND 0 0 2296470 0 AMERICAN EXPRESS CO COM 025816109 4526 51700 SH DFND 0 0 51700 0 AMERICAN WOODMARK CORP COM 030506109 37854 1026960 SH DFND 0 0 1026960 0 AMETEK INC NEW COM 031100100 38903 774800 SH DFND 0 0 774800 0 AMICUS THERAPEUTICS INC COM 03152W109 1166 195900 SH DFND 0 0 195900 0 ANACOR PHARMACEUTICALS INC COM 032420101 38041 1554600 SH DFND 0 0 1554600 0 ANADARKO PETE CORP COM 032511107 127876 1260610 SH DFND 0 0 1260610 0 ANDERSONS INC COM 034164103 5250 83500 SH DFND 0 0 83500 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1242 11200 SH DFND 0 0 11200 0 ANIXTER INTL INC COM 035290105 1553 18300 SH DFND 0 0 18300 0 ANTERO RES CORP COM 03674X106 51361 935700 SH DFND 0 0 935700 0 AOL INC COM 00184X105 26188 582600 SH DFND 0 0 582600 0 APPLE INC COM 037833100 42960 426400 SH DFND 0 0 426400 0 APPLIED GENETIC TECHNOL CORP COM 03820J100 9056 486605 SH DFND 0 0 486605 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 278 6100 SH DFND 0 0 6100 0 ARAMARK COM 03852U106 11693 444600 SH DFND 0 0 444600 0 ARRAY BIOPHARMA INC COM 04269X105 5088 1425300 SH DFND 0 0 1425300 0 ARRIS GROUP INC NEW COM 04270V106 40173 1416800 SH DFND 0 0 1416800 0 ARTISAN PARTNERS ASSET MGMT CL A 04316A108 156 3000 SH DFND 0 0 3000 0 ASHLAND INC NEW COM 044209104 12617 121200 SH DFND 0 0 121200 0 ASTEC INDS INC COM 046224101 7600 208400 SH DFND 0 0 208400 0 ASTRAZENECA PLC CALL 046353108 28576 400000 SH Call DFND 0 0 400000 0 ASTRAZENECA PLC SPONSORED ADR 046353108 43657 611100 SH DFND 0 0 611100 0 ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 809 24500 SH DFND 0 0 24500 0 ATWOOD OCEANICS INC COM 050095108 6693 153200 SH DFND 0 0 153200 0 AU OPTRONICS CORP SPONSORED ADR 002255107 1596 383552 SH DFND 0 0 383552 0 AUTONATION INC COM 05329W102 7219 143500 SH DFND 0 0 143500 0 AVANIR PHARMACEUTICALS INC CL A NEW 05348P401 5942 498500 SH DFND 0 0 498500 0 AVON PRODS INC PUT 054303102 34398 2730000 SH Put DFND 0 0 2730000 0 B/E AEROSPACE INC COM 073302101 67656 806000 SH DFND 0 0 806000 0 BAIDU INC SPON ADR REP A 056752108 8642 39600 SH DFND 0 0 39600 0 BAKER HUGHES INC COM 057224107 216298 3324600 SH DFND 0 0 3324600 0 BANKRATE INC DEL COM 06647F102 2241 197300 SH DFND 0 0 197300 0 BANKUNITED INC COM 06652K103 1878 61600 SH DFND 0 0 61600 0 BARRICK GOLD CORP CALL 067901108 11735 800500 SH Call DFND 0 0 800500 0 BASIC ENERGY SVCS INC NEW COM 06985P100 9279 427800 SH DFND 0 0 427800 0 BEACON ROOFING SUPPLY INC COM 073685109 16131 633100 SH DFND 0 0 633100 0 BERRY PLASTICS GROUP INC COM 08579W103 813 32200 SH DFND 0 0 32200 0 BEST BUY INC COM 086516101 64449 1918700 SH DFND 0 0 1918700 0 BIG LOTS INC COM 089302103 74541 1731500 SH DFND 0 0 1731500 0 BIOMARIN PHARMACEUTICAL INC COM 09061G101 48751 675600 SH DFND 0 0 675600 0 BIOSCRIP INC COM 09069N108 636 92100 SH DFND 0 0 92100 0 BLOOMIN BRANDS INC COM 094235108 102401 5583500 SH DFND 0 0 5583500 0 BLUEBIRD BIO INC COM 09609G100 21345 594900 SH DFND 0 0 594900 0 BOEING CO COM 097023105 15770 123800 SH DFND 0 0 123800 0 BOISE CASCADE CO DEL COM 09739D100 6733 223400 SH DFND 0 0 223400 0 BOSTON SCIENTIFIC CORP COM 101137107 29803 2523500 SH DFND 0 0 2523500 0 BRIDGEPOINT ED INC COM 10807M105 1629 146000 SH DFND 0 0 146000 0 BRIGGS & STRATTON CORP COM 109043109 6322 350826 SH DFND 0 0 350826 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 631 15000 SH DFND 0 0 15000 0 BRINKER INTL INC COM 109641100 1148 22600 SH DFND 0 0 22600 0 BROADCOM CORP CL A 111320107 38516 952900 SH DFND 0 0 952900 0 BROOKDALE SR LIVING INC COM 112463104 7233 224500 SH DFND 0 0 224500 0 BROWN SHOE INC NEW COM 115736100 5100 188000 SH DFND 0 0 188000 0 BRUNSWICK CORP COM 117043109 26493 628700 SH DFND 0 0 628700 0 BUFFALO WILD WINGS INC COM 119848109 1920 14300 SH DFND 0 0 14300 0 BUNGE LIMITED COM G16962105 57824 686500 SH DFND 0 0 686500 0 BURGER KING WORLDWIDE INC COM 121220107 1228 41400 SH DFND 0 0 41400 0 BURLINGTON STORES INC COM 122017106 7175 180000 SH DFND 0 0 180000 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 3144 47400 SH DFND 0 0 47400 0 C&J ENERGY SVCS INC CALL 12467B304 30550 1000000 SH Call DFND 0 0 1000000 0 C&J ENERGY SVCS INC COM 12467B304 72422 2370593 SH DFND 0 0 2370593 0 C1 FINL INC COM 12591N109 1592 87837 SH DFND 0 0 87837 0 CABOT OIL & GAS CORP COM 127097103 951 29100 SH DFND 0 0 29100 0 CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 6202 120000 SH DFND 0 0 120000 0 CAMECO CORP COM 13321L108 27654 1565900 SH DFND 0 0 1565900 0 CANADIAN NAT RES LTD COM 136385101 223945 5765900 SH DFND 0 0 5765900 0 CANADIAN PAC RY LTD COM 13645T100 30725 148096 SH DFND 0 0 148096 0 CANADIAN SOLAR INC COM 136635109 4289 119900 SH DFND 0 0 119900 0 CAPELLA EDUCATION COMPANY COM 139594105 8295 132512 SH DFND 0 0 132512 0 CARBO CERAMICS INC CALL 140781105 17769 300000 SH Call DFND 0 0 300000 0 CARDINAL HEALTH INC COM 14149Y108 3813 50900 SH DFND 0 0 50900 0 CARDIOVASCULAR SYS INC DEL COM 141619106 10983 464800 SH DFND 0 0 464800 0 CARMIKE CINEMAS INC COM 143436400 1112 35900 SH DFND 0 0 35900 0 CARPENTER TECHNOLOGY CORP COM 144285103 9305 206100 SH DFND 0 0 206100 0 CARTER INC COM 146229109 13695 176665 SH DFND 0 0 176665 0 CATAMARAN CORP COM 148887102 11397 270400 SH DFND 0 0 270400 0 CATERPILLAR INC DEL COM 149123101 248 2500 SH DFND 0 0 2500 0 CBS CORP NEW CL B 124857202 23396 437300 SH DFND 0 0 437300 0 CELADON GROUP INC COM 150838100 370 19000 SH DFND 0 0 19000 0 CELANESE CORP DEL COM SER A 150870103 11540 197202 SH DFND 0 0 197202 0 CENTENE CORP DEL COM 15135B101 3366 40700 SH DFND 0 0 40700 0 CENTURY ALUM CO COM 156431108 6295 242400 SH DFND 0 0 242400 0 CF INDS HLDGS INC COM 125269100 16837 60300 SH DFND 0 0 60300 0 CHARLES RIV LABS INTL INC COM 159864107 7850 131400 SH DFND 0 0 131400 0 CHC GROUP LTD SHS G07021101 9822 1753900 SH DFND 0 0 1753900 0 CHESAPEAKE ENERGY CORP COM 165167107 11647 506600 SH DFND 0 0 506600 0 CHEVRON CORP NEW CALL 166764100 8352 70000 SH Call DFND 0 0 70000 0 CHICOS FAS INC COM 168615102 12017 813600 SH DFND 0 0 813600 0 CHIMERIX INC COM 16934W106 24858 900000 SH DFND 0 0 900000 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 5266 7900 SH DFND 0 0 7900 0 CHIQUITA BRANDS INTL INC COM 170032809 26146 1841290 SH DFND 0 0 1841290 0 CIMAREX ENERGY CO COM 171798101 22689 179320 SH DFND 0 0 179320 0 CITIGROUP INC COM NEW 172967424 14530 280400 SH DFND 0 0 280400 0 CIVEO CORP CALL 178787107 6966 600000 SH Call DFND 0 0 600000 0 CIVEO CORP COM 178787107 4298 370200 SH DFND 0 0 370200 0 CIVITAS SOLUTIONS INC COM 17887R102 781 50000 SH DFND 0 0 50000 0 CLEAN HARBORS INC COM 184496107 7656 141991 SH DFND 0 0 141991 0 CLEARWATER PAPER CORP COM 18538R103 74837 1245000 SH DFND 0 0 1245000 0 CLOUD PEAK ENERGY INC COM 18911Q102 3966 314300 SH DFND 0 0 314300 0 CME GROUP INC COM 12572Q105 2401 30032 SH DFND 0 0 30032 0 CNO FINL GROUP INC COM 12621E103 2268 133700 SH DFND 0 0 133700 0 COLONY FINL INC COM 19624R106 40920 1828400 SH DFND 0 0 1828400 0 COMCAST CORP NEW CL A 20030N101 565 10500 SH DFND 0 0 10500 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 838 15300 SH DFND 0 0 15300 0 COMMVAULT SYSTEMS INC COM 204166102 922 18300 SH DFND 0 0 18300 0 COMSCORE INC COM 20564W105 593 16300 SH DFND 0 0 16300 0 COMVERSE INC COM 20585P105 8224 368277 SH DFND 0 0 368277 0 CON-WAY INC COM 205944101 8716 183500 SH DFND 0 0 183500 0 CONCERT PHARMACEUTICALS INC COM 206022105 6736 534200 SH DFND 0 0 534200 0 CONCHO RES INC COM 20605P101 80137 639100 SH DFND 0 0 639100 0 CONSOL ENERGY INC COM 20854P109 5679 150010 SH DFND 0 0 150010 0 CONSTANT CONTACT INC COM 210313102 261 9600 SH DFND 0 0 9600 0 CONSTELLATION BRANDS INC CL A 21036P108 11749 134800 SH DFND 0 0 134800 0 CONSTELLIUM NV CL A N22035104 9416 382600 SH DFND 0 0 382600 0 COOPER TIRE & RUBR CO COM 216831107 45071 1570407 SH DFND 0 0 1570407 0 COPART INC COM 217204106 4469 142700 SH DFND 0 0 142700 0 CORNERSTONE ONDEMAND INC COM 21925Y103 14101 409800 SH DFND 0 0 409800 0 COSTCO WHSL CORP NEW COM 22160K105 9324 74400 SH DFND 0 0 74400 0 COVANCE INC COM 222816100 10979 139500 SH DFND 0 0 139500 0 COVIDIEN PLC SHS G2554F113 3893 45000 SH DFND 0 0 45000 0 CRANE CO COM 224399105 38849 614600 SH DFND 0 0 614600 0 CRITEO S A SPONS ADS 226718104 6118 181811 SH DFND 0 0 181811 0 CROCS INC COM 227046109 61946 4924200 SH DFND 0 0 4924200 0 CROWN CASTLE INTL CORP COM 228227104 3994 49600 SH DFND 0 0 49600 0 CROWN HOLDINGS INC COM 228368106 4439 99700 SH DFND 0 0 99700 0 CST BRANDS INC COM 12646R105 19888 553200 SH DFND 0 0 553200 0 CSX CORP COM 126408103 2725 85000 SH DFND 0 0 85000 0 CUBIST PHARMACEUTICALS INC COM 229678107 22569 340200 SH DFND 0 0 340200 0 CVS HEALTH CORP COM 126650100 4799 60300 SH DFND 0 0 60300 0 CYRUSONE INC COM 23283R100 1228 51100 SH DFND 0 0 51100 0 CYTEC INDS INC COM 232820100 3854 81500 SH DFND 0 0 81500 0 DANA HLDG CORP COM 235825205 5010 261345 SH DFND 0 0 261345 0 DANAHER CORP DEL COM 235851102 27512 362100 SH DFND 0 0 362100 0 DARLING INGREDIENTS INC COM 237266101 81297 4437600 SH DFND 0 0 4437600 0 DARLING INGREDIENTS INC PUT 237266101 3664 200000 SH Put DFND 0 0 200000 0 DAVITA HEALTHCARE PARTNERS I COM 23918K108 1141 15600 SH DFND 0 0 15600 0 DECKERS OUTDOOR CORP COM 243537107 1331 13700 SH DFND 0 0 13700 0 DEERE & CO CALL 244199105 16398 200000 SH Call DFND 0 0 200000 0 DELEK US HLDGS INC COM 246647101 99598 3007200 SH DFND 0 0 3007200 0 DELPHI AUTOMOTIVE PLC SHS G27823106 32614 531700 SH DFND 0 0 531700 0 DENDREON CORP COM 24823Q107 4320 3000000 SH DFND 0 0 3000000 0 DEPOMED INC COM 249908104 6819 448900 SH DFND 0 0 448900 0 DEVON ENERGY CORP NEW COM 25179M103 184754 2709800 SH DFND 0 0 2709800 0 DEVRY ED GROUP INC COM 251893103 76245 1781000 SH DFND 0 0 1781000 0 DIAMOND FOODS INC COM 252603105 23082 806767 SH DFND 0 0 806767 0 DIAMONDBACK ENERGY INC COM 25278X109 43537 582205 SH DFND 0 0 582205 0 DIANA SHIPPING INC COM Y2066G104 3358 375600 SH DFND 0 0 375600 0 DICKS SPORTING GOODS INC COM 253393102 2277 51900 SH DFND 0 0 51900 0 DINEEQUITY INC COM 254423106 9318 114200 SH DFND 0 0 114200 0 DISH NETWORK CORP CL A 25470M109 7814 121000 SH DFND 0 0 121000 0 DISNEY WALT CO COM DISNEY 254687106 668 7500 SH DFND 0 0 7500 0 DOLLAR GEN CORP NEW COM 256677105 36336 594600 SH DFND 0 0 594600 0 DOLLAR TREE INC COM 256746108 107195 1911800 SH DFND 0 0 1911800 0 DOMINION RES INC VA NEW COM 25746U109 22759 329410 SH DFND 0 0 329410 0 DOVER CORP COM 260003108 6587 82000 SH DFND 0 0 82000 0 DOW CHEM CO COM 260543103 31978 609800 SH DFND 0 0 609800 0 DREAMWORKS ANIMATION SKG INC CL A 26153C103 1974 72400 SH DFND 0 0 72400 0 DRYSHIPS INC SHS Y2109Q101 2602 1053300 SH DFND 0 0 1053300 0 DSW INC CALL 23334L102 2195 72900 SH Call DFND 0 0 72900 0 DSW INC CL A 23334L102 45261 1503183 SH DFND 0 0 1503183 0 DU PONT E I DE NEMOURS & CO PUT 263534109 21528 300000 SH Put DFND 0 0 300000 0 DYAX CORP COM 26746E103 572 56500 SH DFND 0 0 56500 0 DYCOM INDS INC COM 267475101 1618 52700 SH DFND 0 0 52700 0 DYNEGY INC NEW DEL COM 26817R108 18436 638800 SH DFND 0 0 638800 0 E HOUSE CHINA HLDGS LTD ADR 26852W103 760 79800 SH DFND 0 0 79800 0 EASTMAN CHEM CO COM 277432100 1076 13300 SH DFND 0 0 13300 0 EATON CORP PLC CALL G29183103 1584 25000 SH Call DFND 0 0 25000 0 EATON CORP PLC SHS G29183103 46476 733400 SH DFND 0 0 733400 0 EBAY INC COM 278642103 32358 571400 SH DFND 0 0 571400 0 ECHOSTAR CORP CL A 278768106 566 11600 SH DFND 0 0 11600 0 ECLIPSE RES CORP COM 27890G100 91 5500 SH DFND 0 0 5500 0 EDWARDS LIFESCIENCES CORP COM 28176E108 21074 206300 SH DFND 0 0 206300 0 ELEVEN BIOTHERAPEUTICS INC COM 286221106 618 55450 SH DFND 0 0 55450 0 EMCOR GROUP INC COM 29084Q100 16623 416000 SH DFND 0 0 416000 0 ENCANA CORP COM 292505104 24438 1152200 SH DFND 0 0 1152200 0 ENCORE CAP GROUP INC COM 292554102 5530 124800 SH DFND 0 0 124800 0 ENDOLOGIX INC COM 29266S106 2294 216452 SH DFND 0 0 216452 0 ENERGEN CORP COM 29265N108 68404 946900 SH DFND 0 0 946900 0 ENI S P A SPONSORED ADR 26874R108 22562 477500 SH DFND 0 0 477500 0 EOG RES INC COM 26875P101 14794 149400 SH DFND 0 0 149400 0 EPIZYME INC COM 29428V104 4194 154721 SH DFND 0 0 154721 0 EQT CORP COM 26884L109 3735 40800 SH DFND 0 0 40800 0 EXACT SCIENCES CORP COM 30063P105 9074 468200 SH DFND 0 0 468200 0 EXAMWORKS GROUP INC COM 30066A105 18841 575300 SH DFND 0 0 575300 0 EXCO RESOURCES INC COM 269279402 0 1 SH DFND 0 0 1 0 EXPEDIA INC DEL COM NEW 30212P303 88 1000 SH DFND 0 0 1000 0 FACEBOOK INC CL A 30303M102 29735 376200 SH DFND 0 0 376200 0 FASTENAL CO COM 311900104 1347 30000 SH DFND 0 0 30000 0 FEDEX CORP COM 31428X106 39047 241855 SH DFND 0 0 241855 0 FIBRIA CELULOSE S A SP ADR REP COM 31573A109 856 77800 SH DFND 0 0 77800 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 10469 377400 SH DFND 0 0 377400 0 FIDELITY NATL INFORMATION SV COM 31620M106 0 1 SH DFND 0 0 1 0 FIFTH THIRD BANCORP COM 316773100 6671 333200 SH DFND 0 0 333200 0 FINISAR CORP COM NEW 31787A507 20784 1249800 SH DFND 0 0 1249800 0 FINISH LINE INC CL A 317923100 1226 49000 SH DFND 0 0 49000 0 FIREEYE INC COM 31816Q101 20639 675369 SH DFND 0 0 675369 0 FIRST BANCORP P R COM NEW 318672706 5854 1232335 SH DFND 0 0 1232335 0 FIRST SOLAR INC COM 336433107 3040 46200 SH DFND 0 0 46200 0 FLOWSERVE CORP COM 34354P105 6347 90000 SH DFND 0 0 90000 0 FOOT LOCKER INC COM 344849104 774 13900 SH DFND 0 0 13900 0 FOREST CITY ENTERPRISES INC CL A 345550107 7206 368400 SH DFND 0 0 368400 0 FORUM ENERGY TECHNOLOGIES IN COM 34984V100 58 1900 SH DFND 0 0 1900 0 FORWARD AIR CORP COM 349853101 2250 50200 SH DFND 0 0 50200 0 FRONTIER COMMUNICATIONS CORP COM 35906A108 575 88300 SH DFND 0 0 88300 0 FUTUREFUEL CORPORATION COM 36116M106 4330 364200 SH DFND 0 0 364200 0 GALLAGHER ARTHUR J & CO COM 363576109 2889 63700 SH DFND 0 0 63700 0 GENERAC HLDGS INC COM 368736104 6973 172000 SH DFND 0 0 172000 0 GENERAL DYNAMICS CORP COM 369550108 12976 102100 SH DFND 0 0 102100 0 GENERAL ELECTRIC CO COM 369604103 13451 525000 SH DFND 0 0 525000 0 GENERAL MLS INC COM 370334104 14550 288400 SH DFND 0 0 288400 0 GENERAL MTRS CO *W EXP 12/31/201 37045V134 132 150000 SH DFND 0 0 150000 0 GENERAL MTRS CO COM 37045V100 21205 663900 SH DFND 0 0 663900 0 GIGAMON INC COM 37518B102 8908 850800 SH DFND 0 0 850800 0 GOLDCORP INC NEW COM 380956409 4060 176300 SH DFND 0 0 176300 0 GOODYEAR TIRE & RUBR CO COM 382550101 44025 1949295 SH DFND 0 0 1949295 0 GOOGLE INC CL A 38259P508 48250 82000 SH DFND 0 0 82000 0 GOOGLE INC CL C 38259P706 1559 2700 SH DFND 0 0 2700 0 GRAN TIERRA ENERGY INC COM 38500T101 5690 1030000 SH DFND 0 0 1030000 0 GRAPHIC PACKAGING HLDG CO COM 388689101 53154 4276300 SH DFND 0 0 4276300 0 GREEN PLAINS INC COM 393222104 5609 150000 SH DFND 0 0 150000 0 GREENBRIER COS INC COM 393657101 470 6400 SH DFND 0 0 6400 0 GRIFOLS S A SP ADR REP B NVT 398438408 797 22700 SH DFND 0 0 22700 0 GRUBHUB INC COM 400110102 7057 206100 SH DFND 0 0 206100 0 HALLIBURTON CO CALL 406216101 4516 70000 SH Call DFND 0 0 70000 0 HALLIBURTON CO COM 406216101 8064 125000 SH DFND 0 0 125000 0 HANESBRANDS INC COM 410345102 10422 97000 SH DFND 0 0 97000 0 HARLEY DAVIDSON INC COM 412822108 1961 33700 SH DFND 0 0 33700 0 HARMAN INTL INDS INC COM 413086109 59 600 SH DFND 0 0 600 0 HARTFORD FINL SVCS GROUP INC COM 416515104 31622 848900 SH DFND 0 0 848900 0 HCA HOLDINGS INC COM 40412C101 7235 102600 SH DFND 0 0 102600 0 HD SUPPLY HLDGS INC COM 40416M105 20600 755700 SH DFND 0 0 755700 0 HELMERICH & PAYNE INC COM 423452101 15659 160000 SH DFND 0 0 160000 0 HERSHEY CO COM 427866108 57615 603737 SH DFND 0 0 603737 0 HESS CORP COM 42809H107 98347 1042700 SH DFND 0 0 1042700 0 HEXCEL CORP NEW COM 428291108 794 20000 SH DFND 0 0 20000 0 HILTON WORLDWIDE HLDGS INC COM 43300A104 2308 93700 SH DFND 0 0 93700 0 HMS HLDGS CORP COM 40425J101 11636 617300 SH DFND 0 0 617300 0 HOME DEPOT INC COM 437076102 30540 332900 SH DFND 0 0 332900 0 HOMEAWAY INC COM 43739Q100 15705 442400 SH DFND 0 0 442400 0 HONEYWELL INTL INC COM 438516106 26902 288900 SH DFND 0 0 288900 0 HORIZON PHARMA PLC SHS G4617B105 11474 934396 SH DFND 0 0 934396 0 HORMEL FOODS CORP COM 440452100 7626 148400 SH DFND 0 0 148400 0 HOST HOTELS & RESORTS INC COM 44107P104 11501 539200 SH DFND 0 0 539200 0 HUB GROUP INC CL A 443320106 4130 101900 SH DFND 0 0 101900 0 HUBBELL INC CL B 443510201 18090 150085 SH DFND 0 0 150085 0 HUNTSMAN CORP COM 447011107 5627 216500 SH DFND 0 0 216500 0 IKANG HEALTHCARE GROUP INC SPONSORED ADR 45174L108 1707 87700 SH DFND 0 0 87700 0 ILLUMINA INC COM 452327109 4541 27700 SH DFND 0 0 27700 0 IMAX CORP COM 45245E109 519 18900 SH DFND 0 0 18900 0 INFINITY PHARMACEUTICALS INC CALL 45665G303 6710 500000 SH Call DFND 0 0 500000 0 INFINITY PHARMACEUTICALS INC COM 45665G303 22814 1700000 SH DFND 0 0 1700000 0 INFORMATICA CORP COM 45666Q102 18435 538400 SH DFND 0 0 538400 0 INGERSOLL-RAND PLC SHS G47791101 116711 2070818 SH DFND 0 0 2070818 0 INSMED INC COM PAR $.01 457669307 33534 2569636 SH DFND 0 0 2569636 0 INSYS THERAPEUTICS INC NEW COM NEW 45824V209 26206 675765 SH DFND 0 0 675765 0 INTERCEPT PHARMACEUTICALS IN COM 45845P108 8829 37300 SH DFND 0 0 37300 0 INTERFACE INC COM 458665304 484 30000 SH DFND 0 0 30000 0 INTERNATIONAL BUSINESS MACHS CALL 459200101 5695 30000 SH Call DFND 0 0 30000 0 INTERNATIONAL GAME TECHNOLOG PUT 459902102 1265 75000 SH Put DFND 0 0 75000 0 INTERPUBLIC GROUP COS INC COM 460690100 627 34200 SH DFND 0 0 34200 0 INTUITIVE SURGICAL INC COM NEW 46120E602 28587 61900 SH DFND 0 0 61900 0 INVESTORS BANCORP INC NEW COM 46146L101 2026 200000 SH DFND 0 0 200000 0 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 16744 1292500 SH DFND 0 0 1292500 0 ISHARES CALL 464286400 47143 1085000 SH Call DFND 0 0 1085000 0 ISHARES SILVER TRUST CALL 46428Q109 21255 1300000 SH Call DFND 0 0 1300000 0 ISHARES SILVER TRUST ISHARES 46428Q109 259 15829 SH DFND 0 0 15829 0 ISHARES SILVER TRUST PUT 46428Q109 6540 400000 SH Put DFND 0 0 400000 0 ISHARES TR CALL 464287739 5190 75000 SH Call DFND 0 0 75000 0 ISHARES TR PUT 464287184 28710 750000 SH Put DFND 0 0 750000 0 ISHARES TR PUT 464287234 66496 1600000 SH Put DFND 0 0 1600000 0 ISHARES TR PUT 464287655 10935 100000 SH Put DFND 0 0 100000 0 ISHARES TR U.S. REAL ES ETF 464287739 1730 25000 SH DFND 0 0 25000 0 ITT CORP NEW COM NEW 450911201 7721 171800 SH DFND 0 0 171800 0 JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 2132 230500 SH DFND 0 0 230500 0 JACK IN THE BOX INC COM 466367109 1221 17900 SH DFND 0 0 17900 0 JARDEN CORP COM 471109108 12184 202700 SH DFND 0 0 202700 0 JDS UNIPHASE CORP COM PAR $0.001 46612J507 48124 3759700 SH DFND 0 0 3759700 0 JETBLUE AIRWAYS CORP COM 477143101 2011 189400 SH DFND 0 0 189400 0 JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 14900 542000 SH DFND 0 0 542000 0 JPMORGAN CHASE & CO CALL 46625H100 5422 90000 SH Call DFND 0 0 90000 0 KAISER ALUMINUM CORP COM PAR $0.01 483007704 28979 380200 SH DFND 0 0 380200 0 KAR AUCTION SVCS INC COM 48238T109 3527 123200 SH DFND 0 0 123200 0 KARYOPHARM THERAPEUTICS INC COM 48576U106 1377 39400 SH DFND 0 0 39400 0 KB HOME COM 48666K109 5604 375100 SH DFND 0 0 375100 0 KELLOGG CO CALL 487836108 752 12200 SH Call DFND 0 0 12200 0 KEURIG GREEN MTN INC COM 49271M100 7261 55800 SH DFND 0 0 55800 0 KINDRED HEALTHCARE INC COM 494580103 25509 1314897 SH DFND 0 0 1314897 0 KIRBY CORP COM 497266106 32267 273800 SH DFND 0 0 273800 0 KNIGHT TRANSN INC COM 499064103 3917 143000 SH DFND 0 0 143000 0 KOSMOS ENERGY LTD SHS G5315B107 2966 297800 SH DFND 0 0 297800 0 KRATON PERFORMANCE POLYMERS COM 50077C106 29832 1675000 SH DFND 0 0 1675000 0 L BRANDS INC COM 501797104 5157 77000 SH DFND 0 0 77000 0 L-3 COMMUNICATIONS HLDGS INC COM 502424104 1023 8600 SH DFND 0 0 8600 0 LAREDO PETROLEUM INC CALL 516806106 2241 100000 SH Call DFND 0 0 100000 0 LAREDO PETROLEUM INC COM 516806106 104700 4672010 SH DFND 0 0 4672010 0 LDR HLDG CORP COM 50185U105 3580 115000 SH DFND 0 0 115000 0 LEAR CORP COM NEW 521865204 25163 291200 SH DFND 0 0 291200 0 LEJU HLDGS LTD SPONSORED ADS 50187J108 3536 275200 SH DFND 0 0 275200 0 LENNOX INTL INC COM 526107107 57130 743200 SH DFND 0 0 743200 0 LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 77476 1694200 SH DFND 0 0 1694200 0 LG DISPLAY CO LTD SPONS ADR REP 50186V102 7354 466898 SH DFND 0 0 466898 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 8057 189400 SH DFND 0 0 189400 0 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 5365 188100 SH DFND 0 0 188100 0 LIBERTY MEDIA CORP DELAWARE CL A 531229102 5732 121500 SH DFND 0 0 121500 0 LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 2197 64800 SH DFND 0 0 64800 0 LIFELOCK INC COM 53224V100 3260 228100 SH DFND 0 0 228100 0 LINCOLN ELEC HLDGS INC COM 533900106 5289 76500 SH DFND 0 0 76500 0 LITHIA MTRS INC CL A 536797103 886 11700 SH DFND 0 0 11700 0 LKQ CORP COM 501889208 72787 2737400 SH DFND 0 0 2737400 0 LOGMEIN INC COM 54142L109 59590 1293472 SH DFND 0 0 1293472 0 LOUISIANA PAC CORP COM 546347105 19871 1462200 SH DFND 0 0 1462200 0 LOWES COS INC COM 548661107 60493 1143100 SH DFND 0 0 1143100 0 LUMBER LIQUIDATORS HLDGS INC COM 55003T107 38892 677800 SH DFND 0 0 677800 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 122862 1130700 SH DFND 0 0 1130700 0 MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 36632 549205 SH DFND 0 0 549205 0 MACROGENICS INC COM 556099109 31791 1521100 SH DFND 0 0 1521100 0 MAGNA INTL INC COM 559222401 78291 824900 SH DFND 0 0 824900 0 MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 16864 1441363 SH DFND 0 0 1441363 0 MALLINCKRODT PUB LTD CO SHS G5785G107 2876 31900 SH DFND 0 0 31900 0 MANPOWERGROUP INC COM 56418H100 1458 20800 SH DFND 0 0 20800 0 MARATHON OIL CORP COM 565849106 74522 1982500 SH DFND 0 0 1982500 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 1839 29000 SH DFND 0 0 29000 0 MASCO CORP COM 574599106 1215 50800 SH DFND 0 0 50800 0 MASTERCARD INC CL A 57636Q104 18672 252600 SH DFND 0 0 252600 0 MCDONALDS CORP COM 580135101 26490 279400 SH DFND 0 0 279400 0 MCKESSON CORP COM 58155Q103 16566 85100 SH DFND 0 0 85100 0 MEDASSETS INC COM 584045108 11147 538000 SH DFND 0 0 538000 0 MEDLEY MGMT INC CL A COM 58503T106 2109 125000 SH DFND 0 0 125000 0 MEDNAX INC COM 58502B106 18140 330900 SH DFND 0 0 330900 0 MEDTRONIC INC COM 585055106 16435 265300 SH DFND 0 0 265300 0 MERCK & CO INC NEW COM 58933Y105 19035 321100 SH DFND 0 0 321100 0 MERITOR INC COM 59001K100 7457 687300 SH DFND 0 0 687300 0 METHANEX CORP COM 59151K108 5010 75000 SH DFND 0 0 75000 0 MGIC INVT CORP WIS COM 552848103 11316 1448900 SH DFND 0 0 1448900 0 MGM RESORTS INTERNATIONAL COM 552953101 4597 201800 SH DFND 0 0 201800 0 MICHAEL KORS HLDGS LTD SHS G60754101 8417 117900 SH DFND 0 0 117900 0 MICRON TECHNOLOGY INC COM 595112103 203182 5930600 SH DFND 0 0 5930600 0 MIDSTATES PETE CO INC COM 59804T100 25250 5000000 SH DFND 0 0 5000000 0 MIMEDX GROUP INC COM 602496101 5882 825000 SH DFND 0 0 825000 0 MOHAWK INDS INC COM 608190104 2791 20700 SH DFND 0 0 20700 0 MOLSON COORS BREWING CO CL B 60871R209 5486 73700 SH DFND 0 0 73700 0 MOMENTA PHARMACEUTICALS INC COM 60877T100 6287 554400 SH DFND 0 0 554400 0 MONSANTO CO NEW PUT 61166W101 11251 100000 SH Put DFND 0 0 100000 0 MOVE INC COM NEW 62458M207 28376 1353812 SH DFND 0 0 1353812 0 MRC GLOBAL INC COM 55345K103 19978 856700 SH DFND 0 0 856700 0 NAVIGATOR HOLDINGS LTD SHS Y62132108 4397 158000 SH DFND 0 0 158000 0 NCR CORP NEW COM 62886E108 17981 538200 SH DFND 0 0 538200 0 NETFLIX INC COM 64110L106 33568 74400 SH DFND 0 0 74400 0 NEWFIELD EXPL CO PUT 651290108 5561 150000 SH Put DFND 0 0 150000 0 NEXTERA ENERGY INC COM 65339F101 11791 125600 SH DFND 0 0 125600 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 694 20000 SH DFND 0 0 20000 0 NIELSEN N V COM N63218106 2239 50500 SH DFND 0 0 50500 0 NIKE INC CL B 654106103 4415 49500 SH DFND 0 0 49500 0 NIMBLE STORAGE INC COM 65440R101 10391 400100 SH DFND 0 0 400100 0 NORDIC AMERICAN TANKERS LIMI COM G65773106 1388 174600 SH DFND 0 0 174600 0 NORDSTROM INC COM 655664100 35518 519500 SH DFND 0 0 519500 0 NORFOLK SOUTHERN CORP COM 655844108 12901 115600 SH DFND 0 0 115600 0 NORTHERN OIL & GAS INC NEV COM 665531109 11104 780889 SH DFND 0 0 780889 0 NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 6585 357500 SH DFND 0 0 357500 0 NORTHSTAR RLTY FIN CORP CALL 66704R704 1767 100000 SH Call DFND 0 0 100000 0 NORTHSTAR RLTY FIN CORP COM NEW 66704R704 30270 1713100 SH DFND 0 0 1713100 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 1160 32200 SH DFND 0 0 32200 0 NOVADAQ TECHNOLOGIES INC COM 66987G102 1655 130400 SH DFND 0 0 130400 0 NOVARTIS A G SPONSORED ADR 66987V109 2014 21400 SH DFND 0 0 21400 0 NRG ENERGY INC COM NEW 629377508 8979 294600 SH DFND 0 0 294600 0 NUVASIVE INC COM 670704105 19719 565500 SH DFND 0 0 565500 0 NUVERRA ENVIRONMENTAL SOLUTI COM NEW 67091K203 11800 800000 SH DFND 0 0 800000 0 NXSTAGE MEDICAL INC COM 67072V103 13200 1005300 SH DFND 0 0 1005300 0 OASIS PETE INC NEW COM 674215108 1045 25000 SH DFND 0 0 25000 0 OCCIDENTAL PETE CORP DEL COM 674599105 46364 482200 SH DFND 0 0 482200 0 OFFICE DEPOT INC COM 676220106 34446 6701500 SH DFND 0 0 6701500 0 OI S.A. SPN ADR REP PFD 670851203 611 872400 SH DFND 0 0 872400 0 OLD DOMINION FGHT LINES INC COM 679580100 177 2500 SH DFND 0 0 2500 0 OM GROUP INC COM 670872100 27940 1076700 SH DFND 0 0 1076700 0 ONCOTHYREON INC COM 682324108 1384 721075 SH DFND 0 0 721075 0 ORBITZ WORLDWIDE INC COM 68557K109 216 27500 SH DFND 0 0 27500 0 OSHKOSH CORP COM 688239201 1430 32400 SH DFND 0 0 32400 0 OWENS CORNING NEW COM 690742101 55563 1750000 SH DFND 0 0 1750000 0 OWENS ILL INC COM NEW 690768403 19006 729584 SH DFND 0 0 729584 0 PANDORA MEDIA INC COM 698354107 3508 145200 SH DFND 0 0 145200 0 PAPA JOHNS INTL INC COM 698813102 12601 315100 SH DFND 0 0 315100 0 PATTERSON UTI ENERGY INC COM 703481101 54590 1678151 SH DFND 0 0 1678151 0 PBF ENERGY INC CL A 69318G106 44683 1861800 SH DFND 0 0 1861800 0 PENN NATL GAMING INC COM 707569109 597 53300 SH DFND 0 0 53300 0 PENN VA CORP COM 707882106 5952 468329 SH DFND 0 0 468329 0 PERFECT WORLD CO LTD SPON ADR REP B 71372U104 116 5900 SH DFND 0 0 5900 0 PERRIGO CO PLC SHS G97822103 11610 77300 SH DFND 0 0 77300 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 9361 659700 SH DFND 0 0 659700 0 PFIZER INC COM 717081103 13307 450000 SH DFND 0 0 450000 0 PGT INC COM 69336V101 423 45400 SH DFND 0 0 45400 0 PHOENIX NEW MEDIA LTD SPONSORED ADS 71910C103 290 31000 SH DFND 0 0 31000 0 PHOTRONICS INC COM 719405102 5584 693658 SH DFND 0 0 693658 0 PIER 1 IMPORTS INC COM 720279108 62306 5240200 SH DFND 0 0 5240200 0 PIONEER NAT RES CO COM 723787107 9849 50000 SH DFND 0 0 50000 0 PITNEY BOWES INC COM 724479100 7417 296800 SH DFND 0 0 296800 0 PLATINUM UNDERWRITER HLDGS L COM G7127P100 1832 30100 SH DFND 0 0 30100 0 POLYONE CORP COM 73179P106 551 15500 SH DFND 0 0 15500 0 PORTOLA PHARMACEUTICALS INC COM 737010108 4045 160000 SH DFND 0 0 160000 0 POSCO SPONSORED ADR 693483109 3681 48500 SH DFND 0 0 48500 0 POTASH CORP SASK INC COM 73755L107 1728 50000 SH DFND 0 0 50000 0 POTBELLY CORP COM 73754Y100 124 10650 SH DFND 0 0 10650 0 PPG INDS INC COM 693506107 38797 197200 SH DFND 0 0 197200 0 PRECISION CASTPARTS CORP COM 740189105 31718 133900 SH DFND 0 0 133900 0 PRECISION DRILLING CORP COM 2010 74022D308 41304 3827900 SH DFND 0 0 3827900 0 PRICELINE GRP INC COM NEW 741503403 20391 17600 SH DFND 0 0 17600 0 PRIMORIS SVCS CORP COM 74164F103 5376 200300 SH DFND 0 0 200300 0 PROGRESSIVE CORP OHIO COM 743315103 7046 278700 SH DFND 0 0 278700 0 PRUDENTIAL FINL INC COM 744320102 3931 44700 SH DFND 0 0 44700 0 PTC THERAPEUTICS INC COM 69366J200 6888 156500 SH DFND 0 0 156500 0 PULTE GROUP INC COM 745867101 706 40000 SH DFND 0 0 40000 0 PVH CORP COM 693656100 2750 22700 SH DFND 0 0 22700 0 QEP RES INC PUT 74733V100 6156 200000 SH Put DFND 0 0 200000 0 QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 62774 930400 SH DFND 0 0 930400 0 QUANTA SVCS INC COM 74762E102 52312 1441500 SH DFND 0 0 1441500 0 QUICKSILVER RESOURCES INC COM 74837R104 2222 3685501 SH DFND 0 0 3685501 0 RACKSPACE HOSTING INC COM 750086100 152126 4673600 SH DFND 0 0 4673600 0 RADIAN GROUP INC COM 750236101 14788 1037000 SH DFND 0 0 1037000 0 RALPH LAUREN CORP CL A 751212101 39733 241200 SH DFND 0 0 241200 0 RANGE RES CORP COM 75281A109 106611 1572200 SH DFND 0 0 1572200 0 RAPTOR PHARMACEUTICAL CORP COM 75382F106 4013 418500 SH DFND 0 0 418500 0 RCS CAP CORP COM CL A 74937W102 12352 548500 SH DFND 0 0 548500 0 REALOGY HLDGS CORP COM 75605Y106 29734 799300 SH DFND 0 0 799300 0 RECEPTOS INC COM 756207106 5124 82500 SH DFND 0 0 82500 0 RED ROBIN GOURMET BURGERS IN COM 75689M101 25810 453600 SH DFND 0 0 453600 0 REGAL BELOIT CORP COM 758750103 1041 16200 SH DFND 0 0 16200 0 REGENERON PHARMACEUTICALS COM 75886F107 8508 23600 SH DFND 0 0 23600 0 REGIONS FINL CORP NEW COM 7591EP100 12713 1266200 SH DFND 0 0 1266200 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 2052 30000 SH DFND 0 0 30000 0 RELYPSA INC COM 759531106 13977 662713 SH DFND 0 0 662713 0 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 15682 1545000 SH DFND 0 0 1545000 0 RESTORATION HARDWARE HLDGS I COM 761283100 589 7400 SH DFND 0 0 7400 0 REXNORD CORP NEW COM 76169B102 1209 42500 SH DFND 0 0 42500 0 RITE AID CORP COM 767754104 16286 3364900 SH DFND 0 0 3364900 0 ROCKWOOD HLDGS INC COM 774415103 5734 75000 SH DFND 0 0 75000 0 ROPER INDS INC NEW COM 776696106 8426 57600 SH DFND 0 0 57600 0 ROSETTA RESOURCES INC CALL 777779307 22280 500000 SH Call DFND 0 0 500000 0 ROSETTA RESOURCES INC COM 777779307 71581 1606400 SH DFND 0 0 1606400 0 ROWAN COMPANIES PLC SHS CL A G7665A101 13680 540500 SH DFND 0 0 540500 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 35711 530700 SH DFND 0 0 530700 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1142 15000 SH DFND 0 0 15000 0 RPM INTL INC COM 749685103 1598 34900 SH DFND 0 0 34900 0 RSP PERMIAN INC COM 74978Q105 6878 269100 SH DFND 0 0 269100 0 RTI INTL METALS INC COM 74973W107 1911 77500 SH DFND 0 0 77500 0 SAFE BULKERS INC COM Y7388L103 413 62000 SH DFND 0 0 62000 0 SALESFORCE COM INC COM 79466L302 24491 425700 SH DFND 0 0 425700 0 SALIX PHARMACEUTICALS INC COM 795435106 23436 150000 SH DFND 0 0 150000 0 SALLY BEAUTY HLDGS INC COM 79546E104 4349 158900 SH DFND 0 0 158900 0 SANCHEZ ENERGY CORP COM 79970Y105 1623 61800 SH DFND 0 0 61800 0 SANDERSON FARMS INC COM 800013104 28197 320600 SH DFND 0 0 320600 0 SANGAMO BIOSCIENCES INC CALL 800677106 5267 488400 SH Call DFND 0 0 488400 0 SANGAMO BIOSCIENCES INC COM 800677106 6919 641500 SH DFND 0 0 641500 0 SAPIENT CORP COM 803062108 1897 135500 SH DFND 0 0 135500 0 SAREPTA THERAPEUTICS INC CALL 803607100 14584 691200 SH Call DFND 0 0 691200 0 SAREPTA THERAPEUTICS INC COM 803607100 4796 227300 SH DFND 0 0 227300 0 SCORPIO BULKERS INC SHS Y7546A106 6408 1101000 SH DFND 0 0 1101000 0 SCORPIO TANKERS INC SHS Y7542C106 6383 768100 SH DFND 0 0 768100 0 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 968 12400 SH DFND 0 0 12400 0 SEALED AIR CORP NEW COM 81211K100 15609 447500 SH DFND 0 0 447500 0 SEARS HLDGS CORP PUT 812350106 3785 150000 SH Put DFND 0 0 150000 0 SELECT COMFORT CORP COM 81616X103 11058 528600 SH DFND 0 0 528600 0 SHUTTERFLY INC COM 82568P304 98903 2029200 SH DFND 0 0 2029200 0 SHUTTERFLY INC NOTE 0.250% 5/1 82568PAB2 3129 3000000 PRN DFND 0 0 3000000 0 SIGNET JEWELERS LIMITED SHS G81276100 20686 181600 SH DFND 0 0 181600 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 41761 1550157 SH DFND 0 0 1550157 0 SILVER SPRING NETWORKS INC COM 82817Q103 6224 644959 SH DFND 0 0 644959 0 SIRIUS XM HLDGS INC COM 82968B103 180899 51833600 SH DFND 0 0 51833600 0 SMITH A O COM 831865209 23616 499500 SH DFND 0 0 499500 0 SNAP ON INC COM 833034101 182 1500 SH DFND 0 0 1500 0 SODASTREAM INTERNATIONAL LTD PUT M9068E105 1917 65000 SH Put DFND 0 0 65000 0 SOLARCITY CORP COM 83416T100 3636 61000 SH DFND 0 0 61000 0 SOLAZYME INC COM 83415T101 12741 1707846 SH DFND 0 0 1707846 0 SONIC AUTOMOTIVE INC CL A 83545G102 1789 73000 SH DFND 0 0 73000 0 SONIC CORP COM 835451105 17172 768000 SH DFND 0 0 768000 0 SONY CORP ADR NEW 835699307 6480 359200 SH DFND 0 0 359200 0 SOUTHWEST AIRLS CO COM 844741108 101 3000 SH DFND 0 0 3000 0 SOUTHWESTERN ENERGY CO COM 845467109 74248 2124400 SH DFND 0 0 2124400 0 SPANSION INC COM CL A NEW 84649R200 8899 390500 SH DFND 0 0 390500 0 SPDR GOLD TRUST GOLD SHS 78463V107 1778 15300 SH DFND 0 0 15300 0 SPDR S&P 500 ETF TR CALL 78462F103 145302 737500 SH Call DFND 0 0 737500 0 SPDR S&P 500 ETF TR PUT 78462F103 852112 4325000 SH Put DFND 0 0 4325000 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 0 1 SH DFND 0 0 1 0 SPDR SERIES TRUST CALL 78464A698 7572 200000 SH Call DFND 0 0 200000 0 SPDR SERIES TRUST S&P RETAIL ETF 78464A714 1712 20000 SH DFND 0 0 20000 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 114306 3003300 SH DFND 0 0 3003300 0 SPIRIT AIRLS INC COM 848577102 4978 72000 SH DFND 0 0 72000 0 SPRINT CORP COM SER 1 85207U105 19528 3080100 SH DFND 0 0 3080100 0 ST JUDE MED INC COM 790849103 1762 29300 SH DFND 0 0 29300 0 STAAR SURGICAL CO COM PAR $0.01 852312305 335 31500 SH DFND 0 0 31500 0 STAGE STORES INC COM NEW 85254C305 18176 1062300 SH DFND 0 0 1062300 0 STANLEY BLACK & DECKER INC COM 854502101 693 7800 SH DFND 0 0 7800 0 STAR BULK CARRIERS CORP SHS NEW Y8162K121 2139 194100 SH DFND 0 0 194100 0 STARBUCKS CORP COM 855244109 20367 269900 SH DFND 0 0 269900 0 STARWOOD HOTELS&RESORTS WRLD COM 85590A401 1298 15600 SH DFND 0 0 15600 0 SUNCOR ENERGY INC NEW COM 867224107 127915 3538094 SH DFND 0 0 3538094 0 SUNEDISON INC COM 86732Y109 378 20000 SH DFND 0 0 20000 0 SUNPOWER CORP COM 867652406 28026 827200 SH DFND 0 0 827200 0 SUPERIOR ENERGY SVCS INC COM 868157108 96431 2933700 SH DFND 0 0 2933700 0 SWIFT TRANSN CO CL A 87074U101 13939 664400 SH DFND 0 0 664400 0 SYNERON MEDICAL LTD CALL M87245102 666 66500 SH Call DFND 0 0 66500 0 SYNERON MEDICAL LTD ORD SHS M87245102 601 60000 SH DFND 0 0 60000 0 SYNOVUS FINL CORP COM NEW 87161C501 16988 718600 SH DFND 0 0 718600 0 TABLEAU SOFTWARE INC CL A 87336U105 23626 325200 SH DFND 0 0 325200 0 TALISMAN ENERGY INC CALL 87425E103 44137 5102500 SH Call DFND 0 0 5102500 0 TALISMAN ENERGY INC COM 87425E103 92935 10744200 SH DFND 0 0 10744200 0 TARGET CORP COM 87612E106 1084 17300 SH DFND 0 0 17300 0 TE CONNECTIVITY LTD REG SHS H84989104 44745 809270 SH DFND 0 0 809270 0 TEEKAY CORPORATION COM Y8564W103 7167 108000 SH DFND 0 0 108000 0 TEMPUR SEALY INTL INC COM 88023U101 90363 1608740 SH DFND 0 0 1608740 0 TEREX CORP NEW COM 880779103 9105 286600 SH DFND 0 0 286600 0 TERRAFORM PWR INC CL A COM 88104R100 1443 50000 SH DFND 0 0 50000 0 TESARO INC COM 881569107 4684 174008 SH DFND 0 0 174008 0 TESSERA TECHNOLOGIES INC COM 88164L100 31896 1200000 SH DFND 0 0 1200000 0 TETRA TECHNOLOGIES INC DEL COM 88162F105 6501 600800 SH DFND 0 0 600800 0 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 3182 59200 SH DFND 0 0 59200 0 TEXTRON INC COM 883203101 1915 53200 SH DFND 0 0 53200 0 TEXTURA CORP COM 883211104 11592 439100 SH DFND 0 0 439100 0 THERMO FISHER SCIENTIFIC INC COM 883556102 9712 79800 SH DFND 0 0 79800 0 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 1051 40100 SH DFND 0 0 40100 0 TIME INC NEW COM 887228104 9042 385900 SH DFND 0 0 385900 0 TIME WARNER INC COM NEW 887317303 3227 42900 SH DFND 0 0 42900 0 TIMKEN CO COM 887389104 267 6300 SH DFND 0 0 6300 0 TIMKENSTEEL CORP COM 887399103 23614 507941 SH DFND 0 0 507941 0 TITAN INTL INC ILL COM 88830M102 2877 243400 SH DFND 0 0 243400 0 TJX COS INC NEW PUT 872540109 5917 100000 SH Put DFND 0 0 100000 0 TOLL BROTHERS INC COM 889478103 5652 181400 SH DFND 0 0 181400 0 TORNIER N V SHS N87237108 6446 269700 SH DFND 0 0 269700 0 TRAVELERS COMPANIES INC COM 89417E109 9544 101600 SH DFND 0 0 101600 0 TRAVELPORT WORLDWIDE LTD SHS G9019D104 823 50000 SH DFND 0 0 50000 0 TRI POINTE HOMES INC COM 87265H109 3128 241700 SH DFND 0 0 241700 0 TRIBUNE PUBG CO COM 896082104 12915 640000 SH DFND 0 0 640000 0 TRINA SOLAR LIMITED SPON ADR 89628E104 8467 701500 SH DFND 0 0 701500 0 TRINET GROUP INC COM 896288107 3644 141500 SH DFND 0 0 141500 0 TRINITY INDS INC COM 896522109 49313 1055500 SH DFND 0 0 1055500 0 TUESDAY MORNING CORP COM NEW 899035505 227 11700 SH DFND 0 0 11700 0 TUNIU CORP SPONSORED ADS CL 89977P106 1598 93200 SH DFND 0 0 93200 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 1265 36900 SH DFND 0 0 36900 0 TWENTY FIRST CENTY FOX INC CL B 90130A200 8974 269400 SH DFND 0 0 269400 0 TWITTER INC COM 90184L102 122219 2369500 SH DFND 0 0 2369500 0 TYSON FOODS INC CL A 902494103 292220 7422400 SH DFND 0 0 7422400 0 U S G CORP COM NEW 903293405 26553 965900 SH DFND 0 0 965900 0 UNION PAC CORP COM 907818108 14355 132400 SH DFND 0 0 132400 0 UNITED CONTL HLDGS INC COM 910047109 8371 178900 SH DFND 0 0 178900 0 UNITED RENTALS INC COM 911363109 6488 58400 SH DFND 0 0 58400 0 UNITED STATES STL CORP NEW COM 912909108 1508 38500 SH DFND 0 0 38500 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 1119 8700 SH DFND 0 0 8700 0 V F CORP COM 918204108 693 10500 SH DFND 0 0 10500 0 VALEANT PHARMACEUTICALS INTL CALL 91911K102 68670 523400 SH Call DFND 0 0 523400 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 138639 1056700 SH DFND 0 0 1056700 0 VALERO ENERGY CORP NEW COM 91913Y100 13701 296100 SH DFND 0 0 296100 0 VALIDUS HOLDINGS LTD COM SHS G9319H102 10517 268700 SH DFND 0 0 268700 0 VALSPAR CORP COM 920355104 38912 492614 SH DFND 0 0 492614 0 VERIFONE SYS INC COM 92342Y109 4603 133900 SH DFND 0 0 133900 0 VERMILION ENERGY INC COM 923725105 304 5000 SH DFND 0 0 5000 0 VERTEX PHARMACEUTICALS INC COM 92532F100 49787 443300 SH DFND 0 0 443300 0 VIACOM INC NEW CL A 92553P102 655 8500 SH DFND 0 0 8500 0 VIACOM INC NEW CL B 92553P201 1177 15300 SH DFND 0 0 15300 0 VIRTUS INVT PARTNERS INC COM 92828Q109 608 3500 SH DFND 0 0 3500 0 VISA INC COM CL A 92826C839 4630 21700 SH DFND 0 0 21700 0 VISTEON CORP COM NEW 92839U206 66665 685500 SH DFND 0 0 685500 0 VITAMIN SHOPPE INC COM 92849E101 2002 45100 SH DFND 0 0 45100 0 VULCAN MATLS CO COM 929160109 11739 194900 SH DFND 0 0 194900 0 WABCO HLDGS INC COM 92927K102 6594 72500 SH DFND 0 0 72500 0 WALTER INVT MGMT CORP COM 93317W102 20853 950000 SH DFND 0 0 950000 0 WASHINGTON PRIME GROUP INC COM 939647103 3215 183900 SH DFND 0 0 183900 0 WEATHERFORD INTL PLC ORD SHS G48833100 100586 4835850 SH DFND 0 0 4835850 0 WEBMD HEALTH CORP COM 94770V102 1016 24300 SH DFND 0 0 24300 0 WEIGHT WATCHERS INTL INC NEW PUT 948626106 19208 700000 SH Put DFND 0 0 700000 0 WESCO INTL INC COM 95082P105 67202 858700 SH DFND 0 0 858700 0 WESTERN DIGITAL CORP COM 958102105 623 6400 SH DFND 0 0 6400 0 WESTERN REFNG INC COM 959319104 6479 154300 SH DFND 0 0 154300 0 WESTLAKE CHEM CORP COM 960413102 14660 169300 SH DFND 0 0 169300 0 WEX INC COM 96208T104 11881 107700 SH DFND 0 0 107700 0 WHIRLPOOL CORP COM 963320106 25926 178000 SH DFND 0 0 178000 0 WHITING PETE CORP NEW COM 966387102 33796 435800 SH DFND 0 0 435800 0 WILLIAMS CLAYTON ENERGY INC COM 969490101 3356 34800 SH DFND 0 0 34800 0 WILLIAMS SONOMA INC COM 969904101 2962 44500 SH DFND 0 0 44500 0 WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 874 21100 SH DFND 0 0 21100 0 WISDOMTREE INVTS INC COM 97717P104 8501 747000 SH DFND 0 0 747000 0 WISDOMTREE TR PUT 97717W422 5478 250000 SH Put DFND 0 0 250000 0 WPX ENERGY INC COM 98212B103 44648 1855700 SH DFND 0 0 1855700 0 WRIGHT MED GROUP INC COM 98235T107 9584 316300 SH DFND 0 0 316300 0 WYNDHAM WORLDWIDE CORP COM 98310W108 31475 387340 SH DFND 0 0 387340 0 WYNN RESORTS LTD COM 983134107 12029 64300 SH DFND 0 0 64300 0 XILINX INC COM 983919101 33605 793500 SH DFND 0 0 793500 0 XL GROUP PLC SHS G98290102 9371 282500 SH DFND 0 0 282500 0 XPO LOGISTICS INC COM 983793100 3654 97000 SH DFND 0 0 97000 0 XUNLEI LTD SPONSORED ADR 98419E108 3985 370700 SH DFND 0 0 370700 0 YAHOO INC COM 984332106 3945 96800 SH DFND 0 0 96800 0 YANZHOU COAL MNG CO LTD SPON ADR H SHS 984846105 596 73300 SH DFND 0 0 73300 0 YY INC ADS REPCOM CLA 98426T106 8500 113500 SH DFND 0 0 113500 0 ZELTIQ AESTHETICS INC COM 98933Q108 14386 635700 SH DFND 0 0 635700 0 ZIMMER HLDGS INC COM 98956P102 26324 261800 SH DFND 0 0 261800 0 ZIONS BANCORPORATION COM 989701107 20063 690400 SH DFND 0 0 690400 0 ZULILY INC CL A 989774104 17599 464486 SH DFND 0 0 464486 0 ZYNGA INC CL A 98986T108 38556 14279900 SH DFND 0 0 14279900 0