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 |
| ACTAVIS PLC | SHS | G0083B108 | 6,915 | 31,000 | SH | DFND | 1,2 | 31,000 | 0 | 0 | |
| AMC NETWORKS INC | CL A | 00164V103 | 3,075 | 50,000 | SH | DFND | 1,2 | 50,000 | 0 | 0 | |
| AMERICAN AIRLINES GROUP INC | CS | 02376R102 | 7,088 | 165,000 | SH | DFND | 1,2 | 165,000 | 0 | 0 | |
| APACHE CORP | CS | 037411105 | 5,534 | 55,000 | SH | DFND | 1,2 | 55,000 | 0 | 0 | |
| APPLE INC | CS | 037833100 | 16,727 | 180,000 | SH | DFND | 1,2 | 180,000 | 0 | 0 | |
| BLACKBERRY LTD | CS | 09228F103 | 51 | 5,000 | SH | DFND | 1,2 | 5,000 | 0 | 0 | |
| CISCO SYSTEMS INC | CS | 17275R102 | 2,485 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |
| CONOCOPHILLIPS | CS | 20825C104 | 5,144 | 60,000 | SH | DFND | 1,2 | 60,000 | 0 | 0 | |
| DELTA AIR LINES INC DEL | CS NEW | 247361702 | 5,808 | 150,000 | SH | DFND | 1,2 | 150,000 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 6,508 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |
| GRAY TELEVISION INC | CS | 389375106 | 2,757 | 210,000 | SH | DFND | 1,2 | 210,000 | 0 | 0 | |
| HARBINGER GROUP INC | CS | 41146A106 | 1,270 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |
| HCA HOLDINGS INC | CS | 40412C101 | 7,329 | 130,000 | SH | DFND | 1,2 | 130,000 | 0 | 0 | |
| INTEL CORP | CS | 458140100 | 7,725 | 250,000 | SH | DFND | 1,2 | 250,000 | 0 | 0 | |
| ISHARES | MRG RL ES CP ETF | 464288539 | 6,320 | 500,000 | SH | DFND | 1,2 | 500,000 | 0 | 0 | |
| MEREDITH CORP | CS | 589433101 | 242 | 5,000 | SH | DFND | 1,2 | 5,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | CS | 595112103 | 3,625 | 110,000 | SH | DFND | 1,2 | 110,000 | 0 | 0 | |
| NAVIOS MARITIME PARTNERS, LP | UNIT LP | Y62267102 | 5,249 | 270,000 | SH | DFND | 1,2 | 270,000 | 0 | 0 | |
| NORTH ATLANTIC DRILLING LTD | CS | G6613P202 | 1,274 | 120,000 | SH | DFND | 1,2 | 120,000 | 0 | 0 | |
| PENN VIRGINIA CORP | CS | 707882106 | 4,746 | 280,000 | SH | DFND | 1,2 | 280,000 | 0 | 0 | |
| PENNEY J C INC | CS | 708160106 | 9,050 | 1,000,000 | SH | DFND | 1,2 | 1,000,000 | 0 | 0 | |
| PFIZER INC | CS | 717081103 | 6,975 | 235,000 | SH | DFND | 1,2 | 235,000 | 0 | 0 | |
| SEADRILL,LTD | SHS | G7945E105 | 4,594 | 115,000 | SH | DFND | 1,2 | 115,000 | 0 | 0 | |
| SHIRE PLC | SPN ADR | 82481R106 | 4,710 | 20,000 | SH | DFND | 1,2 | 20,000 | 0 | 0 | |
| SUPERVALU INC | CS | 868536103 | 6,823 | 830,000 | SH | DFND | 1,2 | 830,000 | 0 | 0 | |
| VALEANT PHARMACEUTICALS INT'L | CS | 91911K102 | 2,522 | 20,000 | SH | DFND | 1,2 | 20,000 | 0 | 0 | |
| YANDEX N V | SHS CL A | N97284108 | 3,564 | 100,000 | SH | DFND | 1,2 | 100,000 | 0 | 0 | |