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 |
| ABBVIE INC | Common | 00287Y109 | 6,201 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| ACADIA HEALTHCARE COMPANY IN | Common | 00404A109 | 3,307 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| ACCRETIVE HEALTH INC | Common | 00438V103 | 541 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| ACORDA THERAPEUTICS INC | Common | 00484M106 | 6,223 | 188,623 | SH | DFND | 1 | 0 | 188,623 | 0 | |
| AETNA INC NEW | Common | 00817Y108 | 1,906 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| AFC ENTERPRISES INC | Common | 00104Q107 | 3,235 | 90,024 | SH | DFND | 1 | 0 | 90,024 | 0 | |
| AKAMAI TECHNOLOGIES INC | Common | 00971T101 | 426 | 10,000 | SH | DFND | 1 | 0 | 10,000 | 0 | |
| ALASKA AIR GROUP INC | Common | 011659109 | 1,404 | 27,000 | SH | DFND | 1 | 0 | 27,000 | 0 | |
| ALLEGHENY TECHNOLOGIES INC | Common | 01741R102 | 132 | 5,000 | SH | DFND | 1 | 0 | 5,000 | 0 | |
| ALLERGAN INC | Common | 018490102 | 1,685 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |
| ALLIANCE DATA SYSTEMS CORP | Common | 018581108 | 15,388 | 85,000 | SH | DFND | 1 | 0 | 85,000 | 0 | |
| ALNYLAM PHARMACEUTICALS INC | Common | 02043Q107 | 4,341 | 140,000 | SH | DFND | 1 | 0 | 140,000 | 0 | |
| AMAZON COM INC | Common | 023135106 | 52,067 | 187,500 | SH | DFND | 1 | 0 | 187,500 | 0 | |
| AMERICAN AXLE & MFG HLDGS IN | Common | 024061103 | 2,119 | 113,762 | SH | DFND | 1 | 0 | 113,762 | 0 | |
| AMERICAN INTL GROUP INC | Common | 026874784 | 447 | 10,000 | SH | DFND | 1 | 0 | 10,000 | 0 | |
| AMGEN INC | Common | 031162100 | 5,920 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| ANADARKO PETE CORP | Common | 032511107 | 17,186 | 200,000 | SH | DFND | 1 | 0 | 200,000 | 0 | |
| ANALOG DEVICES INC | Common | 032654105 | 2,704 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | Common | 03524A108 | 8,123 | 90,000 | SH | DFND | 1 | 0 | 90,000 | 0 | |
| ANHEUSER BUSCH INBEV SA/NV | Option | 03524A908 | 19,361 | 214,500 | SH | Call | DFND | 1 | 0 | 214,500 | 0 |
| APPLE INC | Common | 037833100 | 20,794 | 52,500 | SH | DFND | 1 | 0 | 52,500 | 0 | |
| APPLIED MATLS INC | Common | 038222105 | 1,789 | 120,000 | SH | DFND | 1 | 0 | 120,000 | 0 | |
| ARCOS DORADOS HOLDINGS INC | Option | G0457F957 | 6,132 | 525,000 | SH | Put | DFND | 1 | 0 | 525,000 | 0 |
| ARTHROCARE CORP | Common | 043136100 | 2,072 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| AT&T INC | Common | 00206R102 | 1,699 | 48,000 | SH | DFND | 1 | 0 | 48,000 | 0 | |
| AUXILIUM PHARMACEUTICALS INC | Common | 05334D107 | 2,910 | 175,000 | SH | DFND | 1 | 0 | 175,000 | 0 | |
| AVON PRODS INC | Option | 054303952 | 3,039 | 144,500 | SH | Put | DFND | 1 | 0 | 144,500 | 0 |
| BARNES & NOBLE INC | Common | 067774109 | 239 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| BARNES & NOBLE INC | Option | 067774909 | 160 | 10,000 | SH | Call | DFND | 1 | 0 | 10,000 | 0 |
| BAXTER INTL INC | Common | 071813109 | 4,987 | 72,000 | SH | DFND | 1 | 0 | 72,000 | 0 | |
| BEST BUY INC | Common | 086516101 | 35,529 | 1,300,000 | SH | DFND | 1 | 0 | 1,300,000 | 0 | |
| BIOGEN IDEC INC | Common | 09062X103 | 8,070 | 37,500 | SH | DFND | 1 | 0 | 37,500 | 0 | |
| BLOOMIN BRANDS INC | Common | 094235108 | 29,092 | 1,169,299 | SH | DFND | 1 | 0 | 1,169,299 | 0 | |
| BOEING CO | Common | 097023105 | 4,761 | 46,478 | SH | DFND | 1 | 0 | 46,478 | 0 | |
| BONANZA CREEK ENERGY INC | Common | 097793103 | 10,638 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| BRIGHT HORIZONS FAM SOL IN D | Common | 109194100 | 29,504 | 850,000 | SH | DFND | 1 | 0 | 850,000 | 0 | |
| BRISTOL MYERS SQUIBB CO | Common | 110122108 | 3,575 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| BROADCOM CORP | Common | 111320107 | 1,688 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| BRUNSWICK CORP | Common | 117043109 | 4,952 | 155,000 | SH | DFND | 1 | 0 | 155,000 | 0 | |
| CABOT OIL & GAS CORP | Common | 127097103 | 41,902 | 590,000 | SH | DFND | 1 | 0 | 590,000 | 0 | |
| CARMAX INC | Common | 143130102 | 34,620 | 750,000 | SH | DFND | 1 | 0 | 750,000 | 0 | |
| CARTER INC | Common | 146229109 | 22,221 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| CBS CORP NEW | Common | 124857202 | 1,466 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| CELLDEX THERAPEUTICS INC NEW | Common | 15117B103 | 6,010 | 385,000 | SH | DFND | 1 | 0 | 385,000 | 0 | |
| CHESAPEAKE ENERGY CORP | Common | 165167107 | 1,529 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| CHIPMOS TECH BERMUDA LTD | Common | G2110R114 | 1,115 | 57,600 | SH | DFND | 1 | 0 | 57,600 | 0 | |
| CHIPOTLE MEXICAN GRILL INC | Common | 169656105 | 32,792 | 90,000 | SH | DFND | 1 | 0 | 90,000 | 0 | |
| CISCO SYS INC | Common | 17275R102 | 4,133 | 170,000 | SH | DFND | 1 | 0 | 170,000 | 0 | |
| CITIGROUP INC | Common | 172967424 | 480 | 10,000 | SH | DFND | 1 | 0 | 10,000 | 0 | |
| CITRIX SYS INC | Common | 177376100 | 15,686 | 260,000 | SH | DFND | 1 | 0 | 260,000 | 0 | |
| CLOVIS ONCOLOGY INC | Common | 189464100 | 3,349 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| COBALT INTL ENERGY INC | Common | 19075F106 | 3,986 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| COGENT COMM GROUP INC | Common | 19239V302 | 3,237 | 115,000 | SH | DFND | 1 | 0 | 115,000 | 0 | |
| COMMONWEALTH REIT | Common | 203233101 | 7,387 | 319,500 | SH | DFND | 1 | 0 | 319,500 | 0 | |
| COMMONWEALTH REIT | Option | 203233901 | 2,312 | 100,000 | SH | Call | DFND | 1 | 0 | 100,000 | 0 |
| COMPANHIA DE BEBIDAS DAS AME | Common | 20441W203 | 11,205 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| COMPANHIA DE BEBIDAS DAS AME | Option | 20441W903 | 46,034 | 1,232,500 | SH | Call | DFND | 1 | 0 | 1,232,500 | 0 |
| COMPUWARE CORP | Common | 205638109 | 16,508 | 1,595,000 | SH | DFND | 1 | 0 | 1,595,000 | 0 | |
| COMSTOCK RES INC | Common | 205768203 | 3,091 | 196,496 | SH | DFND | 1 | 0 | 196,496 | 0 | |
| CONNS INC | Common | 208242107 | 5,597 | 108,141 | SH | DFND | 1 | 0 | 108,141 | 0 | |
| CONTINENTAL RESOURCES INC | Common | 212015101 | 27,539 | 320,000 | SH | DFND | 1 | 0 | 320,000 | 0 | |
| CONTINENTAL RESOURCES INC | Option | 212015951 | 6,455 | 75,000 | SH | Put | DFND | 1 | 0 | 75,000 | 0 |
| COPA HOLDINGS SA | Common | P31076105 | 2,703 | 20,614 | SH | DFND | 1 | 0 | 20,614 | 0 | |
| COPART INC | Option | 217204906 | 8,778 | 285,000 | SH | Call | DFND | 1 | 0 | 285,000 | 0 |
| COPART INC | Common | 217204106 | 5,390 | 175,000 | SH | DFND | 1 | 0 | 175,000 | 0 | |
| CORE LABORATORIES N V | Common | N22717107 | 6,066 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| COTY INC | Common | 222070203 | 1,933 | 112,500 | SH | DFND | 1 | 0 | 112,500 | 0 | |
| CTRIP COM INTL LTD | Common | 22943F100 | 3,263 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| CVS CAREMARK CORPORATION | Common | 126650100 | 2,287 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| DELTA AIR LINES INC DEL | Common | 247361702 | 4,340 | 231,972 | SH | DFND | 1 | 0 | 231,972 | 0 | |
| DEVON ENERGY CORP NEW | Option | 25179M903 | 5,188 | 100,000 | SH | Call | DFND | 1 | 0 | 100,000 | 0 |
| DIAMOND FOODS INC | Common | 252603105 | 14,214 | 685,000 | SH | DFND | 1 | 0 | 685,000 | 0 | |
| DIAMONDBACK ENERGY INC | Common | 25278X109 | 5,831 | 175,000 | SH | DFND | 1 | 0 | 175,000 | 0 | |
| DOLLAR TREE INC | Option | 256746908 | 4,321 | 85,000 | SH | Call | DFND | 1 | 0 | 85,000 | 0 |
| DOMINOS PIZZA INC | Common | 25754A201 | 23,842 | 410,000 | SH | DFND | 1 | 0 | 410,000 | 0 | |
| DRIL-QUIP INC | Common | 262037104 | 23,069 | 255,500 | SH | DFND | 1 | 0 | 255,500 | 0 | |
| E M C CORP MASS | Common | 268648102 | 2,362 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| EAGLE MATERIALS INC | Common | 26969P108 | 43,738 | 660,000 | SH | DFND | 1 | 0 | 660,000 | 0 | |
| EATON CORP PLC | Common | G29183103 | 2,649 | 40,248 | SH | DFND | 1 | 0 | 40,248 | 0 | |
| EBAY INC | Common | 278642103 | 18,102 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| ECHOSTAR CORP | Common | 278768106 | 2,567 | 65,632 | SH | DFND | 1 | 0 | 65,632 | 0 | |
| ELLIE MAE INC | Common | 28849P100 | 5,770 | 250,000 | SH | DFND | 1 | 0 | 250,000 | 0 | |
| ELONG INC | Common | 290138205 | 538 | 39,133 | SH | DFND | 1 | 0 | 39,133 | 0 | |
| EOG RES INC | Common | 26875P101 | 61,328 | 465,738 | SH | DFND | 1 | 0 | 465,738 | 0 | |
| EOG RES INC | Option | 26875P901 | 6,584 | 50,000 | SH | Call | DFND | 1 | 0 | 50,000 | 0 |
| EQT CORP | Common | 26884L109 | 7,937 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| EQUIFAX INC | Common | 294429105 | 5,893 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| EQUINIX INC | Common | 29444U502 | 7,389 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| EXPEDIA INC DEL | Common | 30212P303 | 45,113 | 750,000 | SH | DFND | 1 | 0 | 750,000 | 0 | |
| EXPRESS SCRIPTS HLDG CO | Common | 30219G108 | 11,104 | 180,000 | SH | DFND | 1 | 0 | 180,000 | 0 | |
| EXTERRAN HLDGS INC | Common | 30225X103 | 22,496 | 800,000 | SH | DFND | 1 | 0 | 800,000 | 0 | |
| FACEBOOK INC | Common | 30303M102 | 25,357 | 1,020,000 | SH | DFND | 1 | 0 | 1,020,000 | 0 | |
| FACEBOOK INC | Option | 30303M902 | 6,215 | 250,000 | SH | Call | DFND | 1 | 0 | 250,000 | 0 |
| FIDELITY NATIONAL FINANCIAL | Common | 31620R105 | 714 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| FIRST SOLAR INC | Common | 336433107 | 895 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |
| FLOWERS FOODS INC | Common | 343498101 | 10,364 | 470,000 | SH | DFND | 1 | 0 | 470,000 | 0 | |
| FOMENTO ECONOMICO MEXICANO S | Common | 344419106 | 5,160 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| FORTINET INC | Common | 34959E109 | 21,438 | 1,225,000 | SH | DFND | 1 | 0 | 1,225,000 | 0 | |
| FOSSIL GROUP INC | Common | 34988V106 | 37,915 | 367,000 | SH | DFND | 1 | 0 | 367,000 | 0 | |
| GILEAD SCIENCES INC | Common | 375558103 | 18,692 | 365,000 | SH | DFND | 1 | 0 | 365,000 | 0 | |
| GNC HLDGS INC | Common | 36191G107 | 45,315 | 1,025,000 | SH | DFND | 1 | 0 | 1,025,000 | 0 | |
| GNC HLDGS INC | Option | 36191G907 | 13,263 | 300,000 | SH | Call | DFND | 1 | 0 | 300,000 | 0 |
| GOLDMAN SACHS GROUP INC | Common | 38141G104 | 1,966 | 13,000 | SH | DFND | 1 | 0 | 13,000 | 0 | |
| GOODYEAR TIRE & RUBR CO | Common | 382550101 | 3,238 | 211,767 | SH | DFND | 1 | 0 | 211,767 | 0 | |
| GRACE W R & CO DEL NEW | Common | 38388F108 | 6,186 | 73,606 | SH | DFND | 1 | 0 | 73,606 | 0 | |
| GREEN MTN COFFEE ROASTERS IN | Common | 393122106 | 188 | 2,500 | SH | DFND | 1 | 0 | 2,500 | 0 | |
| GROUPON INC | Common | 399473107 | 18,700 | 2,200,000 | SH | DFND | 1 | 0 | 2,200,000 | 0 | |
| GULFPORT ENERGY CORP | Common | 402635304 | 12,026 | 255,500 | SH | DFND | 1 | 0 | 255,500 | 0 | |
| GULFPORT ENERGY CORP | Option | 402635954 | 4,707 | 100,000 | SH | Put | DFND | 1 | 0 | 100,000 | 0 |
| HALLIBURTON CO | Common | 406216101 | 14,602 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| HELIX ENERGY SOLUTIONS GRP I | Common | 42330P107 | 7,834 | 340,000 | SH | DFND | 1 | 0 | 340,000 | 0 | |
| HELMERICH & PAYNE INC | Option | 423452951 | 3,123 | 50,000 | SH | Put | DFND | 1 | 0 | 50,000 | 0 |
| HERCULES OFFSHORE INC | Common | 427093109 | 7,744 | 1,100,000 | SH | DFND | 1 | 0 | 1,100,000 | 0 | |
| HIMAX TECHNOLOGIES INC | Common | 43289P106 | 731 | 139,948 | SH | DFND | 1 | 0 | 139,948 | 0 | |
| HOME DEPOT INC | Common | 437076102 | 30,988 | 400,000 | SH | DFND | 1 | 0 | 400,000 | 0 | |
| HORNBECK OFFSHORE SVCS INC N | Common | 440543106 | 10,219 | 191,000 | SH | DFND | 1 | 0 | 191,000 | 0 | |
| HUMANA INC | Common | 444859102 | 2,531 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| IMPAX LABORATORIES INC | Common | 45256B101 | 1,596 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| INSMED INC | Common | 457669307 | 1,196 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| INTERNATIONAL BUSINESS MACHS | Common | 459200101 | 13,378 | 70,000 | SH | DFND | 1 | 0 | 70,000 | 0 | |
| ISIS PHARMACEUTICALS INC | Common | 464330109 | 672 | 25,000 | SH | DFND | 1 | 0 | 25,000 | 0 | |
| ITT EDUCATIONAL SERVICES INC | Common | 45068B109 | 23,067 | 945,369 | SH | DFND | 1 | 0 | 945,369 | 0 | |
| JABIL CIRCUIT INC | Common | 466313103 | 2,140 | 105,000 | SH | DFND | 1 | 0 | 105,000 | 0 | |
| KAR AUCTION SVCS INC | Common | 48238T109 | 30,646 | 1,340,000 | SH | DFND | 1 | 0 | 1,340,000 | 0 | |
| KLA-TENCOR CORP | Common | 482480100 | 552 | 9,900 | SH | DFND | 1 | 0 | 9,900 | 0 | |
| KULICKE & SOFFA INDS INC | Common | 501242101 | 664 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| LAM RESEARCH CORP | Common | 512807108 | 2,793 | 63,000 | SH | DFND | 1 | 0 | 63,000 | 0 | |
| LEVEL 3 COMMUNICATIONS INC | Common | 52729N308 | 264 | 12,500 | SH | DFND | 1 | 0 | 12,500 | 0 | |
| LIBERTY GLOBAL PLC | Common | G5480U120 | 10,795 | 159,000 | SH | DFND | 1 | 0 | 159,000 | 0 | |
| LIGHTINTHEBOX HLDG CO LTD | Common | 53225G102 | 3,800 | 282,332 | SH | DFND | 1 | 0 | 282,332 | 0 | |
| LINKEDIN CORP | Common | 53578A108 | 6,241 | 35,000 | SH | DFND | 1 | 0 | 35,000 | 0 | |
| LKQ CORP | Common | 501889208 | 5,749 | 223,262 | SH | DFND | 1 | 0 | 223,262 | 0 | |
| LOCKHEED MARTIN CORP | Common | 539830109 | 4,305 | 39,689 | SH | DFND | 1 | 0 | 39,689 | 0 | |
| LULULEMON ATHLETICA INC | Common | 550021109 | 229 | 3,500 | SH | DFND | 1 | 0 | 3,500 | 0 | |
| LYON WILLIAM HOMES | Common | 552074700 | 378 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| MACQUARIE INFRASTR CO LLC | Common | 55608B105 | 13,699 | 256,300 | SH | DFND | 1 | 0 | 256,300 | 0 | |
| MAGNA INTL INC | Common | 559222401 | 2,819 | 39,586 | SH | DFND | 1 | 0 | 39,586 | 0 | |
| MARATHON OIL CORP | Option | 565849906 | 3,458 | 100,000 | SH | Call | DFND | 1 | 0 | 100,000 | 0 |
| MARKET VECTORS ETF TR | Option | 57060U909 | 3,664 | 400,000 | SH | Call | DFND | 1 | 0 | 400,000 | 0 |
| MARRIOTT VACATIONS WRLDWDE C | Common | 57164Y107 | 25,295 | 585,000 | SH | DFND | 1 | 0 | 585,000 | 0 | |
| MARVELL TECHNOLOGY GROUP LTD | Common | G5876H105 | 2,447 | 209,000 | SH | DFND | 1 | 0 | 209,000 | 0 | |
| MASCO CORP | Common | 574599106 | 36,057 | 1,850,000 | SH | DFND | 1 | 0 | 1,850,000 | 0 | |
| MASCO CORP | Option | 574599906 | 7,796 | 400,000 | SH | Call | DFND | 1 | 0 | 400,000 | 0 |
| MASTERCARD INC | Common | 57636Q104 | 7,469 | 13,000 | SH | DFND | 1 | 0 | 13,000 | 0 | |
| MBIA INC | Common | 55262C100 | 133 | 10,000 | SH | DFND | 1 | 0 | 10,000 | 0 | |
| MCGRAW HILL FINL INC | Common | 580645109 | 6,649 | 125,000 | SH | DFND | 1 | 0 | 125,000 | 0 | |
| MERCK & CO INC NEW | Common | 58933Y105 | 5,574 | 120,000 | SH | DFND | 1 | 0 | 120,000 | 0 | |
| MICRON TECHNOLOGY INC | Common | 595112103 | 3,153 | 220,000 | SH | DFND | 1 | 0 | 220,000 | 0 | |
| MICROS SYS INC | Common | 594901100 | 129 | 3,000 | SH | DFND | 1 | 0 | 3,000 | 0 | |
| MICROSOFT CORP | Common | 594918104 | 1,209 | 35,000 | SH | DFND | 1 | 0 | 35,000 | 0 | |
| MOMENTA PHARMACEUTICALS INC | Common | 60877T100 | 2,560 | 170,000 | SH | DFND | 1 | 0 | 170,000 | 0 | |
| MOVADO GROUP INC | Common | 624580106 | 27,571 | 815,000 | SH | DFND | 1 | 0 | 815,000 | 0 | |
| MRC GLOBAL INC | Common | 55345K103 | 5,524 | 200,000 | SH | DFND | 1 | 0 | 200,000 | 0 | |
| NEUROCRINE BIOSCIENCES INC | Common | 64125C109 | 2,676 | 200,000 | SH | DFND | 1 | 0 | 200,000 | 0 | |
| NEWFIELD EXPL CO | Common | 651290108 | 979 | 41,000 | SH | DFND | 1 | 0 | 41,000 | 0 | |
| NEWLINK GENETICS CORP | Common | 651511107 | 1,479 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| NIELSEN HOLDINGS N V | Common | N63218106 | 11,253 | 335,000 | SH | DFND | 1 | 0 | 335,000 | 0 | |
| NIKE INC | Common | 654106103 | 32,203 | 505,700 | SH | DFND | 1 | 0 | 505,700 | 0 | |
| NOBLE CORPORATION BAAR | Common | H5833N103 | 10,147 | 270,000 | SH | DFND | 1 | 0 | 270,000 | 0 | |
| NOBLE ENERGY INC | Common | 655044105 | 3,002 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| NOBLE ENERGY INC | Option | 655044955 | 3,002 | 50,000 | SH | Put | DFND | 1 | 0 | 50,000 | 0 |
| NORWEGIAN CRUISE LINE HLDGS | Common | G66721104 | 27,828 | 918,120 | SH | DFND | 1 | 0 | 918,120 | 0 | |
| NUVASIVE INC | Common | 670704105 | 3,471 | 140,000 | SH | DFND | 1 | 0 | 140,000 | 0 | |
| NXP SEMICONDUCTORS N V | Common | N6596X109 | 2,321 | 74,920 | SH | DFND | 1 | 0 | 74,920 | 0 | |
| OASIS PETE INC NEW | Common | 674215108 | 9,718 | 250,000 | SH | DFND | 1 | 0 | 250,000 | 0 | |
| OASIS PETE INC NEW | Option | 674215958 | 8,746 | 225,000 | SH | Put | DFND | 1 | 0 | 225,000 | 0 |
| OCEANEERING INTL INC | Common | 675232102 | 8,578 | 118,802 | SH | DFND | 1 | 0 | 118,802 | 0 | |
| ONYX PHARMACEUTICALS INC | Common | 683399109 | 3,270 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| OSHKOSH CORP | Common | 688239201 | 2,043 | 53,800 | SH | DFND | 1 | 0 | 53,800 | 0 | |
| OWENS CORNING NEW | Common | 690742101 | 3,517 | 90,000 | SH | DFND | 1 | 0 | 90,000 | 0 | |
| PACTERA TECHNOLOGY INTL LTD | Common | 695255109 | 2,700 | 400,000 | SH | DFND | 1 | 0 | 400,000 | 0 | |
| PATTERSON UTI ENERGY INC | Option | 703481901 | 2,903 | 150,000 | SH | Call | DFND | 1 | 0 | 150,000 | 0 |
| PBF ENERGY INC | Common | 69318G106 | 389 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| PETSMART INC | Common | 716768106 | 31,820 | 475,000 | SH | DFND | 1 | 0 | 475,000 | 0 | |
| PFIZER INC | Common | 717081103 | 6,442 | 230,000 | SH | DFND | 1 | 0 | 230,000 | 0 | |
| PHARMACYCLICS INC | Common | 716933106 | 3,576 | 45,000 | SH | DFND | 1 | 0 | 45,000 | 0 | |
| PHILLIPS 66 | Common | 718546104 | 6,186 | 105,000 | SH | DFND | 1 | 0 | 105,000 | 0 | |
| PILGRIMS PRIDE CORP NEW | Common | 72147K108 | 3,884 | 260,000 | SH | DFND | 1 | 0 | 260,000 | 0 | |
| PILGRIMS PRIDE CORP NEW | Option | 72147K908 | 7,993 | 535,000 | SH | Call | DFND | 1 | 0 | 535,000 | 0 |
| PRESTIGE BRANDS HLDGS INC | Common | 74112D101 | 1,894 | 65,000 | SH | DFND | 1 | 0 | 65,000 | 0 | |
| PVH CORP | Option | 693656900 | 3,877 | 31,000 | SH | Call | DFND | 1 | 0 | 31,000 | 0 |
| PVH CORP | Common | 693656100 | 49,020 | 392,000 | SH | DFND | 1 | 0 | 392,000 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | Common | 74734M109 | 6,926 | 150,001 | SH | DFND | 1 | 0 | 150,001 | 0 | |
| QUEST DIAGNOSTICS INC | Common | 74834L100 | 1,819 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| RANGE RES CORP | Common | 75281A109 | 1,160 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| REALOGY HLDGS CORP | Common | 75605Y106 | 46,359 | 965,001 | SH | DFND | 1 | 0 | 965,001 | 0 | |
| RED HAT INC | Common | 756577102 | 15,542 | 325,000 | SH | DFND | 1 | 0 | 325,000 | 0 | |
| REGENERON PHARMACEUTICALS | Common | 75886F107 | 2,249 | 10,000 | SH | DFND | 1 | 0 | 10,000 | 0 | |
| RESEARCH IN MOTION LTD | Common | 760975102 | 4 | 400 | SH | DFND | 1 | 0 | 400 | 0 | |
| REX ENERGY CORPORATION | Common | 761565100 | 3,956 | 225,000 | SH | DFND | 1 | 0 | 225,000 | 0 | |
| ROSETTA RESOURCES INC | Common | 777779307 | 2,373 | 55,800 | SH | DFND | 1 | 0 | 55,800 | 0 | |
| ROWAN COMPANIES PLC | Common | G7665A101 | 2,726 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| ROWAN COMPANIES PLC | Option | G7665A901 | 6,814 | 200,000 | SH | Call | DFND | 1 | 0 | 200,000 | 0 |
| SANOFI | Common | 80105N105 | 2,576 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| SCHLUMBERGER LTD | Common | 806857108 | 2,006 | 28,000 | SH | DFND | 1 | 0 | 28,000 | 0 | |
| SHERWIN WILLIAMS CO | Common | 824348106 | 15,894 | 90,000 | SH | DFND | 1 | 0 | 90,000 | 0 | |
| SILICONWARE PRECISION INDS L | Common | 827084864 | 180 | 28,700 | SH | DFND | 1 | 0 | 28,700 | 0 | |
| SM ENERGY CO | Option | 78454L950 | 8,997 | 150,000 | SH | Put | DFND | 1 | 0 | 150,000 | 0 |
| SM ENERGY CO | Common | 78454L100 | 20,993 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| SODASTREAM INTERNATIONAL LTD | Option | M9068E955 | 14,530 | 200,000 | SH | Put | DFND | 1 | 0 | 200,000 | 0 |
| SPDR S&P 500 ETF TR | Option | 78462F953 | 16,001 | 100,000 | SH | Put | DFND | 1 | 0 | 100,000 | 0 |
| SPIRIT AIRLS INC | Common | 848577102 | 1,521 | 47,861 | SH | DFND | 1 | 0 | 47,861 | 0 | |
| STEMLINE THERAPEUTICS INC | Common | 85858C107 | 2,622 | 110,000 | SH | DFND | 1 | 0 | 110,000 | 0 | |
| STMICROELECTRONICS N V | Common | 861012102 | 1,349 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| SUNCOR ENERGY INC NEW | Common | 867224107 | 8,847 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| SUPERVALU INC | Common | 868536103 | 42,296 | 6,800,000 | SH | DFND | 1 | 0 | 6,800,000 | 0 | |
| SUPERVALU INC | Option | 868536903 | 8,086 | 1,300,000 | SH | Call | DFND | 1 | 0 | 1,300,000 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | Common | 874054109 | 449 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| TESLA MTRS INC | Common | 88160R101 | 1,504 | 14,001 | SH | DFND | 1 | 0 | 14,001 | 0 | |
| TEXAS ROADHOUSE INC | Common | 882681109 | 23,769 | 950,000 | SH | DFND | 1 | 0 | 950,000 | 0 | |
| TEXTURA CORP | Common | 883211104 | 238 | 9,166 | SH | DFND | 1 | 0 | 9,166 | 0 | |
| THE ADT CORPORATION | Common | 00101J106 | 3,985 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| TILE SHOP HLDGS INC | Common | 88677Q109 | 971 | 33,541 | SH | DFND | 1 | 0 | 33,541 | 0 | |
| TIM HORTONS INC | Common | 88706M103 | 271 | 5,000 | SH | DFND | 1 | 0 | 5,000 | 0 | |
| TITAN INTL INC ILL | Common | 88830M102 | 1,864 | 110,475 | SH | DFND | 1 | 0 | 110,475 | 0 | |
| T-MOBILE US INC | Common | 872590104 | 868 | 35,000 | SH | DFND | 1 | 0 | 35,000 | 0 | |
| TORNIER N V | Common | N87237108 | 2,625 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| TOTAL S A | Common | 89151E109 | 4,870 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| TRANSDIGM GROUP INC | Common | 893641100 | 5,719 | 36,483 | SH | DFND | 1 | 0 | 36,483 | 0 | |
| TRIUMPH GROUP INC NEW | Common | 896818101 | 5,766 | 72,844 | SH | DFND | 1 | 0 | 72,844 | 0 | |
| U S SILICA HLDGS INC | Common | 90346E103 | 3,637 | 175,000 | SH | DFND | 1 | 0 | 175,000 | 0 | |
| UBIQUITI NETWORKS INC | Common | 90347A100 | 351 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |
| UNITED MICROELECTRONICS CORP | Common | 910873405 | 711 | 305,000 | SH | DFND | 1 | 0 | 305,000 | 0 | |
| UNIVERSAL HLTH SVCS INC | Common | 913903100 | 6,026 | 90,000 | SH | DFND | 1 | 0 | 90,000 | 0 | |
| URBAN OUTFITTERS INC | Common | 917047102 | 40,220 | 1,000,000 | SH | DFND | 1 | 0 | 1,000,000 | 0 | |
| VALEANT PHARMACEUTICALS INTL | Common | 91911K102 | 1,549 | 18,000 | SH | DFND | 1 | 0 | 18,000 | 0 | |
| VALERO ENERGY CORP NEW | Common | 91913Y100 | 3,477 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| WELLPOINT INC | Common | 94973V107 | 2,455 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| WESTERN DIGITAL CORP | Common | 958102105 | 4,520 | 72,793 | SH | DFND | 1 | 0 | 72,793 | 0 | |
| WESTERN UN CO | Common | 959802109 | 5,133 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| WEX INC | Common | 96208T104 | 2,301 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| WHITING PETE CORP NEW | Option | 966387902 | 3,457 | 75,000 | SH | Call | DFND | 1 | 0 | 75,000 | 0 |
| WHOLE FOODS MKT INC | Common | 966837106 | 7,722 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| XILINX INC | Common | 983919101 | 2,376 | 59,984 | SH | DFND | 1 | 0 | 59,984 | 0 | |
| YAHOO INC | Common | 984332106 | 502 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |