The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 132,444 | 1,631,688 | SH | DFND | 1 | 0 | 1,631,688 | 0 | |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 64,140 | 1,500,000 | SH | DFND | 1 | 0 | 1,500,000 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 525,037 | 11,745,789 | SH | DFND | 1 | 0 | 11,745,789 | 0 | |
| AMERICAN RLTY CAP PPTYS INC | COM | 02917T104 | 69,050 | 4,524,887 | SH | DFND | 1 | 0 | 4,524,887 | 0 | |
| APPLE INC | COM | 037833100 | 9,913 | 25,000 | SH | Call | DFND | 1 | 0 | 25,000 | 0 |
| CAESARS ENTMT CORP | COM | 127686103 | 5,519 | 402,839 | SH | DFND | 1 | 0 | 402,839 | 0 | |
| CALPINE CORP | COM NEW | 131347304 | 71,894 | 3,386,423 | SH | DFND | 1 | 0 | 3,386,423 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 121,632 | 5,968,200 | SH | Put | DFND | 1 | 0 | 5,968,200 | 0 |
| COMMONWEALTH REIT | COM SH BEN INT | 203233101 | 164,152 | 7,100,000 | SH | DFND | 1 | 0 | 7,100,000 | 0 | |
| ENERGY XXI (BERMUDA) LTD | USD UNSR SHS | G10082140 | 45,709 | 2,061,291 | SH | DFND | 1 | 0 | 2,061,291 | 0 | |
| FEDEX CORP | COM | 31428X106 | 384,462 | 3,900,000 | SH | DFND | 1 | 0 | 3,900,000 | 0 | |
| HESS CORP | COM | 42809H107 | 212,768 | 3,200,000 | SH | DFND | 1 | 0 | 3,200,000 | 0 | |
| HESS CORP | COM | 42809H107 | 16,623 | 250,000 | SH | Call | DFND | 1 | 0 | 250,000 | 0 |
| HILLSHIRE BRANDS CO | COM | 432589109 | 39,170 | 1,184,100 | SH | DFND | 1 | 0 | 1,184,100 | 0 | |
| HILLSHIRE BRANDS CO | COM | 432589109 | 41,350 | 1,250,000 | SH | Call | DFND | 1 | 0 | 1,250,000 | 0 |
| ISHARES TR | DJ US REAL EST | 464287739 | 465,010 | 7,000,000 | SH | Put | DFND | 1 | 0 | 7,000,000 | 0 |
| JOHNSON & JOHNSON | COM | 478160104 | 33,391 | 388,897 | SH | DFND | 1 | 0 | 388,897 | 0 | |
| LAMAR ADVERTISING CO | CL A | 512815101 | 273,425 | 6,301,577 | SH | DFND | 1 | 0 | 6,301,577 | 0 | |
| MGIC INVT CORP WIS | COM | 552848103 | 25,309 | 4,169,464 | SH | DFND | 1 | 0 | 4,169,464 | 0 | |
| NOBLE CORPORATION BAAR | COM | H5833N103 | 56,934 | 1,515,000 | SH | DFND | 1 | 0 | 1,515,000 | 0 | |
| NORTH AMERN ENERGY PARTNERS | COM | 656844107 | 19,452 | 4,598,466 | SH | DFND | 1 | 0 | 4,598,466 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 178,787 | 6,696,138 | SH | DFND | 1 | 0 | 6,696,138 | 0 | |
| PENNEY J C INC | COM | 708160106 | 204,960 | 12,000,000 | SH | DFND | 1 | 0 | 12,000,000 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 649,894 | 4,051,200 | SH | Call | DFND | 1 | 0 | 4,051,200 | 0 |
| UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 68,479 | 7,702,936 | SH | DFND | 1 | 0 | 7,702,936 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 29,700 | 2,012,199 | SH | DFND | 1 | 0 | 2,012,199 | 0 | |