The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
AEGERION PHARMACEUTICALS INC | COM | 00767E102 | 16,327 | 508,800 | SH | DFND | 1,2,3 | 508,800 | 0 | 0 | |
AETNA INC NEW | COM | 00817Y108 | 8,535 | 105,263 | SH | DFND | 1,2,3 | 105,263 | 0 | 0 | |
AIRMEDIA GROUP INC | SPONSORED ADR | 009411109 | 2,287 | 1,003,092 | SH | DFND | 1,2,3 | 1,003,092 | 0 | 0 | |
AKORN INC | COM | 009728106 | 34,164 | 1,027,500 | SH | DFND | 1,2,3 | 1,027,500 | 0 | 0 | |
ALKERMES PLC | SHS | G01767105 | 23,429 | 465,500 | SH | DFND | 1,2,3 | 465,500 | 0 | 0 | |
ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | 52,756 | 1,696,333 | SH | DFND | 1,2,3 | 1,696,333 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 24,052 | 74,056 | SH | DFND | 1,2,3 | 74,056 | 0 | 0 | |
AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 2,621 | 105,400 | SH | DFND | 1,2,3 | 105,400 | 0 | 0 | |
AMERICAN CAP MTG INVT CORP | COM | 02504A104 | 13,073 | 653,000 | SH | DFND | 1,2,3 | 653,000 | 0 | 0 | |
AMERICAN ELEC PWR INC | COM | 025537101 | 445 | 7,975 | SH | DFND | 1,2,3 | 7,975 | 0 | 0 | |
AMERICAN INTL GROUP INC | COM NEW | 026874784 | 38,594 | 707,100 | SH | DFND | 1,2,3 | 707,100 | 0 | 0 | |
ANADARKO PETE CORP | COM | 032511107 | 25,276 | 230,895 | SH | DFND | 1,2,3 | 230,895 | 0 | 0 | |
ARES COML REAL ESTATE CORP | COM | 04013V108 | 638 | 51,400 | SH | DFND | 1,2,3 | 51,400 | 0 | 0 | |
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 21,526 | 313,155 | SH | DFND | 1,2,3 | 313,155 | 0 | 0 | |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 10,849 | 146,000 | SH | Call | DFND | 1,2,3 | 146,000 | 0 | 0 |
AUTONATION INC | COM | 05329W102 | 41,316 | 692,300 | SH | DFND | 1,2,3 | 692,300 | 0 | 0 | |
BANK OF AMERICA CORPORATION | COM | 060505104 | 43,072 | 2,802,343 | SH | DFND | 1,2,3 | 2,802,343 | 0 | 0 | |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 23,327 | 904,128 | SH | DFND | 1,2,3 | 904,128 | 0 | 0 | |
BIOGEN IDEC INC | COM | 09062X103 | 26,275 | 83,330 | SH | DFND | 1,2,3 | 83,330 | 0 | 0 | |
BONA FILM GROUP LTD | SPONSORED ADS | 09777B107 | 423 | 68,300 | SH | DFND | 1,2,3 | 68,300 | 0 | 0 | |
BP PLC | SPONSORED ADR | 055622104 | 31,945 | 605,600 | SH | DFND | 1,2,3 | 605,600 | 0 | 0 | |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 11,482 | 236,700 | SH | DFND | 1,2,3 | 236,700 | 0 | 0 | |
CAMERON INTERNATIONAL CORP | COM | 13342B105 | 365 | 5,394 | SH | DFND | 1,2,3 | 5,394 | 0 | 0 | |
CARDIOME PHARMA CORP | COM NO PAR | 14159U301 | 2,832 | 360,721 | SH | DFND | 1,2,3 | 360,721 | 0 | 0 | |
CAREFUSION CORP | COM | 14170T101 | 8,710 | 196,400 | SH | DFND | 1,2,3 | 196,400 | 0 | 0 | |
CENTENE CORP DEL | COM | 15135B101 | 7,409 | 97,993 | SH | DFND | 1,2,3 | 97,993 | 0 | 0 | |
CERNER CORP | COM | 156782104 | 5,633 | 109,200 | SH | DFND | 1,2,3 | 109,200 | 0 | 0 | |
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 351 | 4,240 | SH | DFND | 1,2,3 | 4,240 | 0 | 0 | |
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 39,864 | 251,700 | SH | DFND | 1,2,3 | 251,700 | 0 | 0 | |
CHESAPEAKE ENERGY CORP | COM | 165167107 | 326 | 10,500 | SH | DFND | 1,2,3 | 10,500 | 0 | 0 | |
CIMAREX ENERGY CO | COM | 171798101 | 15,132 | 105,480 | SH | DFND | 1,2,3 | 105,480 | 0 | 0 | |
CIRCOR INTL INC | COM | 17273K109 | 8,399 | 108,900 | SH | DFND | 1,2,3 | 108,900 | 0 | 0 | |
CITIGROUP INC | COM NEW | 172967424 | 86,280 | 1,831,845 | SH | DFND | 1,2,3 | 1,831,845 | 0 | 0 | |
CLOUD PEAK ENERGY INC | COM | 18911Q102 | 10,958 | 594,900 | SH | DFND | 1,2,3 | 594,900 | 0 | 0 | |
COLONY FINL INC | COM | 19624R106 | 22,224 | 957,100 | SH | DFND | 1,2,3 | 957,100 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 30,029 | 559,400 | SH | DFND | 1,2,3 | 559,400 | 0 | 0 | |
COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 25,961 | 572,200 | SH | DFND | 1,2,3 | 572,200 | 0 | 0 | |
CONCHO RES INC | COM | 20605P101 | 28,452 | 196,903 | SH | DFND | 1,2,3 | 196,903 | 0 | 0 | |
CONOCOPHILLIPS | COM | 20825C104 | 8,479 | 98,900 | SH | DFND | 1,2,3 | 98,900 | 0 | 0 | |
CONSOL ENERGY INC | COM | 20854P109 | 567 | 12,300 | SH | DFND | 1,2,3 | 12,300 | 0 | 0 | |
CONTINENTAL RESOURCES INC | COM | 212015101 | 506 | 3,200 | SH | DFND | 1,2,3 | 3,200 | 0 | 0 | |
CONTROLADORA VUELA CIA DE AV | SPON ADR RP 10 | 21240E105 | 2,346 | 260,700 | SH | DFND | 1,2,3 | 260,700 | 0 | 0 | |
COVANTA HLDG CORP | COM | 22282E102 | 627 | 30,400 | SH | DFND | 1,2,3 | 30,400 | 0 | 0 | |
D R HORTON INC | COM | 23331A109 | 65,262 | 2,655,100 | SH | DFND | 1,2,3 | 2,655,100 | 0 | 0 | |
DEERE & CO | COM | 244199105 | 743 | 8,200 | SH | DFND | 1,2,3 | 8,200 | 0 | 0 | |
DEVON ENERGY CORP NEW | COM | 25179M103 | 9,671 | 121,800 | SH | DFND | 1,2,3 | 121,800 | 0 | 0 | |
DOMINION RES INC VA NEW | COM | 25746U109 | 344 | 4,814 | SH | DFND | 1,2,3 | 4,814 | 0 | 0 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 1,521 | 20,500 | SH | DFND | 1,2,3 | 20,500 | 0 | 0 | |
DYNAVAX TECHNOLOGIES CORP | COM | 268158102 | 4,289 | 2,680,700 | SH | DFND | 1,2,3 | 2,680,700 | 0 | 0 | |
DYNEX CAP INC | COM NEW | 26817Q506 | 5,245 | 592,600 | SH | DFND | 1,2,3 | 592,600 | 0 | 0 | |
EBAY INC | COM | 278642103 | 15,018 | 300,000 | SH | Call | DFND | 1,2,3 | 300,000 | 0 | 0 |
EBAY INC | COM | 278642103 | 31,633 | 631,900 | SH | DFND | 1,2,3 | 631,900 | 0 | 0 | |
EMPRESAS ICA S A DE CV | SPONS ADR NEW | 292448206 | 1,596 | 204,100 | SH | DFND | 1,2,3 | 204,100 | 0 | 0 | |
ENDO INTL PLC | SHS | G30401106 | 21,888 | 312,600 | SH | DFND | 1,2,4 | 312,600 | 0 | 0 | |
ENSCO PLC | SHS CLASS A | G3157S106 | 233 | 4,200 | SH | DFND | 1,2,3 | 4,200 | 0 | 0 | |
EOG RES INC | COM | 26875P101 | 10,710 | 91,644 | SH | DFND | 1,2,3 | 91,644 | 0 | 0 | |
EVERTEC INC | COM | 30040P103 | 19,506 | 804,684 | SH | DFND | 1,2,3 | 804,684 | 0 | 0 | |
EXXON MOBIL CORP | COM | 30231G102 | 3,584 | 35,600 | SH | DFND | 1,2,3 | 35,600 | 0 | 0 | |
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 13,594 | 247,200 | SH | DFND | 1,2,3 | 247,200 | 0 | 0 | |
FLAMEL TECHNOLOGIES SA | SPONSORED ADR | 338488109 | 13,283 | 885,550 | SH | DFND | 1,2,3 | 885,550 | 0 | 0 | |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 9,639 | 73,133 | SH | DFND | 1,2,3 | 73,133 | 0 | 0 | |
FLIR SYS INC | COM | 302445101 | 35,744 | 1,029,200 | SH | DFND | 1,2,3 | 1,029,200 | 0 | 0 | |
GAFISA S A | SPONS ADR | 362607301 | 2,973 | 971,500 | SH | DFND | 1,2,3 | 971,500 | 0 | 0 | |
GENWORTH FINL INC | COM CL A | 37247D106 | 26,723 | 1,535,794 | SH | DFND | 1,2,3 | 1,535,794 | 0 | 0 | |
GOOGLE INC | CL A | 38259P508 | 24,225 | 41,434 | SH | DFND | 1,2,3 | 41,434 | 0 | 0 | |
GOOGLE INC | CL C | 38259P706 | 27,288 | 47,434 | SH | DFND | 1,2,3 | 47,434 | 0 | 0 | |
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 22,544 | 1,926,845 | SH | DFND | 1,2,3 | 1,926,845 | 0 | 0 | |
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 20,501 | 243,166 | SH | DFND | 1,2,3 | 243,166 | 0 | 0 | |
GRUPO FINANCIERO GALICIA S A | SP ADR 10 SH B | 399909100 | 2,748 | 187,600 | SH | DFND | 1,2,3 | 187,600 | 0 | 0 | |
GULFPORT ENERGY CORP | COM NEW | 402635304 | 11,079 | 176,416 | SH | DFND | 1,2,3 | 176,416 | 0 | 0 | |
HALCON RES CORP | COM NEW | 40537Q209 | 4,775 | 655,000 | SH | DFND | 1,2,3 | 655,000 | 0 | 0 | |
HALLIBURTON CO | COM | 406216101 | 41,910 | 590,200 | SH | DFND | 1,2,3 | 590,200 | 0 | 0 | |
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 28,308 | 790,500 | SH | DFND | 1,2,3 | 790,500 | 0 | 0 | |
HATTERAS FINL CORP | COM | 41902R103 | 24,933 | 1,258,600 | SH | DFND | 1,2,3 | 1,258,600 | 0 | 0 | |
HCA HOLDINGS INC | COM | 40412C101 | 18,178 | 322,422 | SH | DFND | 1,2,3 | 322,422 | 0 | 0 | |
HEALTHWAYS INC | COM | 422245100 | 24,751 | 1,411,137 | SH | DFND | 1,2,3 | 1,411,137 | 0 | 0 | |
HELMERICH & PAYNE INC | COM | 423452101 | 18,461 | 159,000 | SH | DFND | 1,2,3 | 159,000 | 0 | 0 | |
HERCULES OFFSHORE INC | COM | 427093109 | 507 | 126,099 | SH | DFND | 1,2,3 | 126,099 | 0 | 0 | |
HESS CORP | COM | 42809H107 | 791 | 8,000 | SH | DFND | 1,2,3 | 8,000 | 0 | 0 | |
HOLLYFRONTIER CORP | COM | 436106108 | 6,959 | 159,271 | SH | DFND | 1,2,3 | 159,271 | 0 | 0 | |
HOVNANIAN ENTERPRISES INC | CL A | 442487203 | 2,469 | 479,439 | SH | DFND | 1,2,3 | 479,439 | 0 | 0 | |
IKANG HEALTHCARE GROUP INC | SPONSORED ADR | 45174L108 | 392 | 22,600 | SH | DFND | 1,2,3 | 22,600 | 0 | 0 | |
IMAX CORP | COM | 45245E109 | 31,862 | 1,118,733 | SH | DFND | 1,2,3 | 1,118,733 | 0 | 0 | |
INTEROIL CORP | COM | 460951106 | 38,508 | 602,246 | SH | DFND | 1,2,3 | 602,246 | 0 | 0 | |
INTREXON CORP | COM | 46122T102 | 27,306 | 1,086,592 | SH | DFND | 1,2,3 | 1,086,592 | 0 | 0 | |
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 21,036 | 1,372,200 | SH | DFND | 1,2,3 | 1,372,200 | 0 | 0 | |
ISHARES | MSCI EMG MKT ETF | 464287234 | 374 | 8,645 | SH | DFND | 1,2,3 | 8,645 | 0 | 0 | |
ISHARES | MSCI STH KOR ETF | 464286772 | 1,476 | 22,695 | SH | DFND | 1,2,3 | 22,695 | 0 | 0 | |
ISHARES | MSCI STH AFR ETF | 464286780 | 1,719 | 25,025 | SH | DFND | 1,2,3 | 25,025 | 0 | 0 | |
ISHARES | CHINA LG-CAP ETF | 464287184 | 1,325 | 35,768 | SH | DFND | 1,2,3 | 35,768 | 0 | 0 | |
ISHARES | MSCI MEX CAP ETF | 464286822 | 13,406 | 197,702 | SH | DFND | 1,2,3 | 197,702 | 0 | 0 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 960 | 18,569 | SH | DFND | 1,2,3 | 18,569 | 0 | 0 | |
ISHARES TR | MSCI INDONIA ETF | 46429B309 | 1,156 | 43,833 | SH | DFND | 1,2,3 | 43,833 | 0 | 0 | |
JAPAN SMALLER CAPTLZTN FD IN | COM | 47109U104 | 179 | 18,900 | SH | DFND | 1,2,3 | 18,900 | 0 | 0 | |
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 15,214 | 103,491 | SH | DFND | 1,2,3 | 103,491 | 0 | 0 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 24,074 | 417,800 | SH | DFND | 1,2,3 | 417,800 | 0 | 0 | |
KATE SPADE & CO | COM | 485865109 | 4,321 | 113,301 | SH | DFND | 1,2,2 | 113,301 | 0 | 0 | |
KB HOME | COM | 48666K109 | 7,249 | 388,064 | SH | DFND | 1,2,3 | 388,064 | 0 | 0 | |
KEY ENERGY SVCS INC | COM | 492914106 | 19,389 | 2,121,300 | SH | DFND | 1,2,3 | 2,121,300 | 0 | 0 | |
KODIAK OIL & GAS CORP | COM | 50015Q100 | 8,193 | 563,100 | SH | DFND | 1,2,3 | 563,100 | 0 | 0 | |
LADDER CAP CORP | CL A | 505743104 | 9,749 | 539,500 | SH | DFND | 1,2,3 | 539,500 | 0 | 0 | |
LENNAR CORP | CL A | 526057104 | 61,471 | 1,464,300 | SH | DFND | 1,2,3 | 1,464,300 | 0 | 0 | |
LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 26,852 | 914,586 | SH | DFND | 1,2,3 | 914,586 | 0 | 0 | |
LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 70,734 | 958,461 | SH | DFND | 1,2,3 | 958,461 | 0 | 0 | |
LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 54,342 | 397,587 | SH | DFND | 1,2,3 | 397,587 | 0 | 0 | |
LIFEPOINT HOSPITALS INC | COM | 53219L109 | 13,286 | 213,942 | SH | DFND | 1,2,3 | 213,942 | 0 | 0 | |
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 6,994 | 244,700 | SH | DFND | 1,2,3 | 244,700 | 0 | 0 | |
LITHIA MTRS INC | CL A | 536797103 | 21,805 | 231,800 | SH | DFND | 1,2,3 | 231,800 | 0 | 0 | |
LYON WILLIAM HOMES | CL A NEW | 552074700 | 10,885 | 357,600 | SH | DFND | 1,2,3 | 357,600 | 0 | 0 | |
MARATHON PETE CORP | COM | 56585A102 | 10,813 | 138,500 | SH | DFND | 1,2,3 | 138,500 | 0 | 0 | |
MARKET VECTORS ETF TR | RUSSIA ETF | 57060U506 | 550 | 20,901 | SH | DFND | 1,2,3 | 20,901 | 0 | 0 | |
MARKET VECTORS ETF TR | GOLD MINER ETF | 57060U100 | 759 | 28,700 | SH | DFND | 1,2,3 | 28,700 | 0 | 0 | |
MARKET VECTORS ETF TR | INDONESIA ETF | 57060U753 | 1,265 | 51,312 | SH | DFND | 1,2,3 | 51,312 | 0 | 0 | |
MEDICINES CO | COM | 584688105 | 23,603 | 812,200 | SH | DFND | 1,2,3 | 812,200 | 0 | 0 | |
MEDIVATION INC | COM | 58501N101 | 10,668 | 138,400 | SH | DFND | 1,2,3 | 138,400 | 0 | 0 | |
MFA FINL INC | COM | 55272X102 | 21,469 | 2,614,956 | SH | DFND | 1,2,3 | 2,614,956 | 0 | 0 | |
MGIC INVT CORP WIS | COM | 552848103 | 22,535 | 2,438,801 | SH | DFND | 1,2,3 | 2,438,801 | 0 | 0 | |
MORGAN STANLEY | COM NEW | 617446448 | 62,523 | 1,933,910 | SH | DFND | 1,2,3 | 1,933,910 | 0 | 0 | |
MORGAN STANLEY CHINA A SH FD | COM | 617468103 | 5,187 | 236,327 | SH | DFND | 1,2,3 | 236,327 | 0 | 0 | |
MURPHY OIL CORP | COM | 626717102 | 13,422 | 201,900 | SH | DFND | 1,2,3 | 201,900 | 0 | 0 | |
NABORS INDUSTRIES LTD | SHS | G6359F103 | 18,609 | 633,600 | SH | DFND | 1,2,3 | 633,600 | 0 | 0 | |
NATIONAL BK GREECE S A | SPN ADR REP 1 SH | 633643705 | 5,178 | 1,407,021 | SH | DFND | 1,2,3 | 1,407,021 | 0 | 0 | |
NATIONAL CINEMEDIA INC | COM | 635309107 | 3,558 | 203,212 | SH | DFND | 1,2,3 | 203,212 | 0 | 0 | |
NMI HLDGS INC | CL A | 629209305 | 3,980 | 379,000 | SH | DFND | 1,2,3 | 379,000 | 0 | 0 | |
NOBLE ENERGY INC | COM | 655044105 | 23,703 | 306,000 | SH | DFND | 1,2,3 | 306,000 | 0 | 0 | |
NQ MOBILE INC | ADR REPSTG CL A | 64118U108 | 2,988 | 486,577 | SH | DFND | 1,2,3 | 486,577 | 0 | 0 | |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 36,573 | 552,636 | SH | DFND | 1,2,3 | 552,636 | 0 | 0 | |
NXSTAGE MEDICAL INC | COM | 67072V103 | 2,956 | 205,716 | SH | DFND | 1,2,3 | 205,716 | 0 | 0 | |
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 28,234 | 275,100 | SH | DFND | 1,2,3 | 275,100 | 0 | 0 | |
OCEANEERING INTL INC | COM | 675232102 | 656 | 8,400 | SH | DFND | 1,2,3 | 8,400 | 0 | 0 | |
ORIENT-EXPRESS HOTELS LTD | CL A | G67743107 | 18,353 | 1,262,263 | SH | DFND | 1,2,3 | 1,262,263 | 0 | 0 | |
PACIFIC COAST OIL TR | UNIT BEN INT | 694103102 | 1,251 | 95,800 | SH | DFND | 1,2,3 | 95,800 | 0 | 0 | |
PACIFIC ETHANOL INC | COM PAR $.001 | 69423U305 | 5,122 | 335,000 | SH | DFND | 1,2,3 | 335,000 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 1,475 | 50,000 | SH | Call | DFND | 1,2,3 | 50,000 | 0 | 0 |
PANDORA MEDIA INC | COM | 698354107 | 7,921 | 268,500 | SH | DFND | 1,2,3 | 268,500 | 0 | 0 | |
PAPA MURPHYS HLDGS INC | COM | 698814100 | 2,774 | 289,556 | SH | DFND | 1,2,3 | 289,556 | 0 | 0 | |
PATTERSON UTI ENERGY INC | COM | 703481101 | 20,859 | 597,000 | SH | DFND | 1,2,3 | 597,000 | 0 | 0 | |
PENN VA CORP | COM | 707882106 | 14,087 | 831,100 | SH | DFND | 1,2,3 | 831,100 | 0 | 0 | |
PENNYMAC MTG INVT TR | COM | 70931T103 | 15,923 | 725,745 | SH | DFND | 1,2,3 | 725,745 | 0 | 0 | |
PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 23,963 | 484,106 | SH | DFND | 1,2,3 | 484,106 | 0 | 0 | |
PERRIGO CO PLC | SHS | G97822103 | 15,947 | 109,404 | SH | DFND | 1,2,3 | 109,404 | 0 | 0 | |
PHILIPPINE LONG DISTANCE TEL | SPONSORED ADR | 718252604 | 330 | 4,900 | SH | DFND | 1,2,3 | 4,900 | 0 | 0 | |
PHILLIPS 66 | COM | 718546104 | 17,453 | 217,000 | SH | DFND | 1,2,3 | 217,000 | 0 | 0 | |
PIONEER NAT RES CO | COM | 723787107 | 664 | 2,888 | SH | DFND | 1,2,3 | 2,888 | 0 | 0 | |
POWERSHS DB US DOLLAR INDEX | DOLL INDX BULL | 73936D107 | 1,546 | 72,700 | SH | DFND | 1,2,3 | 72,700 | 0 | 0 | |
PRESTIGE BRANDS HLDGS INC | COM | 74112D101 | 12,013 | 354,463 | SH | DFND | 1,2,3 | 354,463 | 0 | 0 | |
PROGRESSIVE WASTE SOLUTIONS | COM | 74339G101 | 4,141 | 161,300 | SH | DFND | 1,2,3 | 161,300 | 0 | 0 | |
PROTHENA CORP PLC | SHS | G72800108 | 2,386 | 105,800 | SH | DFND | 1,2,3 | 105,800 | 0 | 0 | |
PULTE GROUP INC | COM | 745867101 | 45,138 | 2,238,977 | SH | DFND | 1,2,3 | 2,238,977 | 0 | 0 | |
RANGE RES CORP | COM | 75281A109 | 452 | 5,200 | SH | DFND | 1,2,3 | 5,200 | 0 | 0 | |
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 8,731 | 93,836 | SH | DFND | 1,2,3 | 93,836 | 0 | 0 | |
RF MICRODEVICES INC | COM | 749941100 | 17,096 | 1,782,700 | SH | DFND | 1,2,3 | 1,782,700 | 0 | 0 | |
ROLLINS INC | COM | 775711104 | 6,672 | 222,400 | SH | DFND | 1,2,3 | 222,400 | 0 | 0 | |
SALIX PHARMACEUTICALS INC | COM | 795435106 | 16,480 | 133,600 | SH | DFND | 1,2,3 | 133,600 | 0 | 0 | |
SANCHEZ ENERGY CORP | COM | 79970Y105 | 14,160 | 376,700 | SH | DFND | 1,2,3 | 376,700 | 0 | 0 | |
SANOFI | SPONSORED ADR | 80105N105 | 11,261 | 211,800 | SH | DFND | 1,2,3 | 211,800 | 0 | 0 | |
SCHLUMBERGER LTD | COM | 806857108 | 19,839 | 168,196 | SH | DFND | 1,2,3 | 168,196 | 0 | 0 | |
SCORPIO BULKERS INC | SHS | Y7546A106 | 8,385 | 942,100 | SH | DFND | 1,2,3 | 942,100 | 0 | 0 | |
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 58,013 | 1,021,000 | SH | DFND | 1,2,3 | 1,021,000 | 0 | 0 | |
SELECT INCOME REIT | COM SH BEN INT | 81618T100 | 3,705 | 125,000 | SH | DFND | 1,2,3 | 125,000 | 0 | 0 | |
SERVICE CORP INTL | COM | 817565104 | 26,345 | 1,271,500 | SH | DFND | 1,2,3 | 1,271,500 | 0 | 0 | |
SHIRE PLC | SPONSORED ADR | 82481R106 | 14,742 | 62,600 | SH | DFND | 1,2,3 | 62,600 | 0 | 0 | |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 40,277 | 364,200 | SH | DFND | 1,2,3 | 364,200 | 0 | 0 | |
SOUTHWESTERN ENERGY CO | COM | 845467109 | 13,579 | 298,500 | SH | DFND | 1,2,3 | 298,500 | 0 | 0 | |
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 17,130 | 133,790 | SH | DFND | 1,2,3 | 133,790 | 0 | 0 | |
SPRINGLEAF HLDGS INC | COM | 85172J101 | 5,722 | 220,500 | SH | DFND | 1,2,3 | 220,500 | 0 | 0 | |
STONE ENERGY CORP | COM | 861642106 | 42,925 | 917,400 | SH | DFND | 1,2,3 | 917,400 | 0 | 0 | |
STONEGATE MTG CORP | COM | 86181Q300 | 1,550 | 111,111 | SH | DFND | 1,2,3 | 111,111 | 0 | 0 | |
SUNTRUST BKS INC | COM | 867914103 | 23,924 | 597,200 | SH | DFND | 1,2,3 | 597,200 | 0 | 0 | |
SUPERIOR ENERGY SVCS INC | COM | 868157108 | 32,105 | 888,360 | SH | DFND | 1,2,3 | 888,360 | 0 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 3,837 | 179,400 | SH | DFND | 1,2,3 | 179,400 | 0 | 0 | |
TAMINCO CORP | COM | 87509U106 | 17,931 | 770,900 | SH | DFND | 1,2,3 | 770,900 | 0 | 0 | |
TEAM HEALTH HOLDINGS INC | COM | 87817A107 | 14,875 | 297,859 | SH | DFND | 1,2,3 | 297,859 | 0 | 0 | |
TESORO CORP | COM | 881609101 | 6,002 | 102,300 | SH | DFND | 1,2,3 | 102,300 | 0 | 0 | |
THERAPEUTICSMD INC | COM | 88338N107 | 2,959 | 669,362 | SH | DFND | 1,2,3 | 669,362 | 0 | 0 | |
TIDEWATER INC | COM | 886423102 | 598 | 10,650 | SH | DFND | 1,2,3 | 10,650 | 0 | 0 | |
TOLL BROTHERS INC | COM | 889478103 | 36,594 | 991,700 | SH | DFND | 1,2,3 | 991,700 | 0 | 0 | |
TRI POINTE HOMES INC | COM | 87265H109 | 1,474 | 93,765 | SH | DFND | 1,2,3 | 93,765 | 0 | 0 | |
TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 1,061 | 31,000 | SH | DFND | 1,2,3 | 31,000 | 0 | 0 | |
TWO HBRS INVT CORP | COM | 90187B101 | 29,658 | 2,830,000 | SH | DFND | 1,2,3 | 2,830,000 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 16,301 | 199,400 | SH | DFND | 1,2,3 | 199,400 | 0 | 0 | |
UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 9,275 | 1,113,419 | SH | DFND | 1,2,3 | 1,113,419 | 0 | 0 | |
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 8,599 | 89,800 | SH | DFND | 1,2,3 | 89,800 | 0 | 0 | |
VALERO ENERGY CORP NEW | COM | 91913Y100 | 20,636 | 411,900 | SH | DFND | 1,2,3 | 411,900 | 0 | 0 | |
VERACYTE INC | COM | 92337F107 | 6,800 | 397,200 | SH | DFND | 1,2,3 | 397,200 | 0 | 0 | |
VIASAT INC | COM | 92552V100 | 42,725 | 737,152 | SH | DFND | 1,2,3 | 737,152 | 0 | 0 | |
VISTAPRINT N V | SHS | N93540107 | 9,994 | 247,000 | SH | DFND | 1,2,3 | 247,000 | 0 | 0 | |
WEATHERFORD INTERNATIONAL LT | REG SHS | H27013103 | 778 | 33,840 | SH | DFND | 1,2,3 | 33,840 | 0 | 0 | |
WELLPOINT INC | COM | 94973V107 | 21,106 | 196,130 | SH | DFND | 1,2,3 | 196,130 | 0 | 0 | |
WELLS FARGO & CO NEW | COM | 949746101 | 5,482 | 104,300 | SH | DFND | 1,2,3 | 104,300 | 0 | 0 | |
WESCO AIRCRAFT HLDGS INC | COM | 950814103 | 16,152 | 809,236 | SH | DFND | 1,2,3 | 809,236 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 47,765 | 517,500 | SH | DFND | 1,2,3 | 517,500 | 0 | 0 | |
WESTERN UN CO | COM | 959802109 | 67,551 | 3,895,647 | SH | DFND | 1,2,3 | 3,895,647 | 0 | 0 | |
WHITING PETE CORP NEW | COM | 966387102 | 4,695 | 58,500 | SH | DFND | 1,2,3 | 58,500 | 0 | 0 | |
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 822 | 36,562 | SH | DFND | 1,2,3 | 36,562 | 0 | 0 | |
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 2,038 | 170,800 | SH | DFND | 1,2,3 | 170,800 | 0 | 0 | |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 50,589 | 668,100 | SH | DFND | 1,2,3 | 668,100 | 0 | 0 | |
YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 3,938 | 120,500 | SH | DFND | 1,2,3 | 120,500 | 0 | 0 |