The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AETNA INC NEW COM 00817Y108 22,269 324,663 SH   DFND 1,2,3 324,663 0 0
AIRMEDIA GROUP INC SPONSORED ADR 009411109 2,070 1,019,492 SH   DFND 1,2,3 1,019,492 0 0
AKORN INC COM 009728106 32,284 1,311,300 SH   DFND 1,2,3 1,311,300 0 0
AKORN INC COM 009728106 18,957 770,000 SH Put DFND 1,2,3 770,000 0 0
ALKERMES PLC SHS G01767105 10,576 260,100 SH   DFND 1,2,3 260,100 0 0
ALLERGAN INC COM 018490102 29,703 267,400 SH   DFND 1,2,3 267,400 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 56,038 2,029,633 SH   DFND 1,2,3 2,029,633 0 0
ALON USA ENERGY INC COM 020520102 3,981 240,700 SH   DFND 1,2,3 240,700 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 9,168 304,500 SH   DFND 1,2,3 304,500 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 1,329 674,600 SH   DFND 1,2,3 674,600 0 0
AMEDISYS INC COM 023436108 3,991 272,800 SH   DFND 1,2,3 272,800 0 0
AMERICAN ELEC PWR INC COM 025537101 373 7,975 SH   DFND 1,2,3 7,975 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 765 47,200 SH   DFND 1,2,3 47,200 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 18,353 359,503 SH   DFND 1,2,3 359,503 0 0
AMERICAN RESIDENTIAL PPTYS I COM 02927E303 9,589 558,800 SH   DFND 1,2,3 558,800 0 0
ANADARKO PETE CORP COM 032511107 11,322 142,738 SH   DFND 1,2,3 142,738 0 0
ANTERO RES CORP COM 03674X106 3,007 47,400 SH   DFND 1,2,3 47,400 0 0
APACHE CORP COM 037411105 9,075 105,600 SH   DFND 1,2,3 105,600 0 0
ARES COML REAL ESTATE CORP COM 04013V108 673 51,400 SH   DFND 1,2,3 51,400 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 27,389 509,655 SH   DFND 1,2,3 509,655 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 366 10,000 SH   DFND 1,2,3 10,000 0 0
AUTONATION INC COM 05329W102 57,397 1,155,100 SH   DFND 1,2,3 1,155,100 0 0
BAIDU INC SPON ADR REP A 056752108 672 3,777 SH   DFND 1,2,3 3,777 0 0
BANK OF AMERICA CORPORATION COM 060505104 47,100 3,025,043 SH   DFND 1,2,3 3,025,043 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 18,403 753,610 SH   DFND 1,2,3 753,610 0 0
BERRY PLASTICS GROUP INC COM 08579W103 31,543 1,325,900 SH   DFND 1,2,3 1,325,900 0 0
BIOGEN IDEC INC COM 09062X103 20,313 72,656 SH   DFND 1,2,3 72,656 0 0
BONA FILM GROUP LTD SPONSORED ADS 09777B107 483 84,100 SH   DFND 1,2,3 84,100 0 0
BP PLC SPONSORED ADR 055622104 399 8,200 SH   DFND 1,2,3 8,200 0 0
CABOT OIL & GAS CORP COM 127097103 1,271 32,800 SH   DFND 1,2,3 32,800 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 5,469 91,873 SH   DFND 1,2,3 91,873 0 0
CATAMARAN CORP COM 148887102 30,414 640,800 SH   DFND 1,2,3 640,800 0 0
CATAMARAN CORP COM 148887102 6,170 130,000 SH Call DFND 1,2,3 130,000 0 0
CELGENE CORP COM 151020104 25,197 149,125 SH   DFND 1,2,3 149,125 0 0
CENTENE CORP DEL COM 15135B101 8,633 146,449 SH   DFND 1,2,3 146,449 0 0
CHART INDS INC COM PAR $0.01 16115Q308 2,697 28,200 SH   DFND 1,2,3 28,200 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 33,958 248,300 SH   DFND 1,2,3 248,300 0 0
CIGNA CORPORATION COM 125509109 4,978 56,900 SH   DFND 1,2,3 56,900 0 0
CISCO SYS INC COM 17275R102 12,962 577,900 SH   DFND 1,2,3 577,900 0 0
CITIGROUP INC COM NEW 172967424 102,909 1,974,845 SH   DFND 1,2,3 1,974,845 0 0
CITRIX SYS INC COM 177376100 18,475 292,100 SH   DFND 1,2,3 292,100 0 0
COLFAX CORP COM 194014106 14,833 232,900 SH   DFND 1,2,3 232,900 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 10,107 257,366 SH   DFND 1,2,3 257,366 0 0
COMMVAULT SYSTEMS INC COM 204166102 5,517 73,700 SH   DFND 1,2,3 73,700 0 0
CONCHO RES INC COM 20605P101 11,189 103,603 SH   DFND 1,2,3 103,603 0 0
CONTINENTAL RESOURCES INC COM 212015101 360 3,200 SH   DFND 1,2,3 3,200 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 1,948 143,800 SH   DFND 1,2,3 143,800 0 0
COVANTA HLDG CORP COM 22282E102 540 30,400 SH   DFND 1,2,3 30,400 0 0
CYRUSONE INC COM 23283R100 9,318 417,300 SH   DFND 1,2,3 417,300 0 0
D R HORTON INC COM 23331A109 20,253 907,400 SH   DFND 1,2,3 907,400 0 0
DEERE & CO COM 244199105 749 8,200 SH   DFND 1,2,3 8,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 33,981 1,237,027 SH   DFND 1,2,3 1,237,027 0 0
DENBURY RES INC COM NEW 247916208 10,477 637,655 SH   DFND 1,2,4 637,655 0 0
DIGITAL RLTY TR INC COM 253868103 14,063 286,300 SH   DFND 1,2,3 286,300 0 0
DOMINION RES INC VA NEW COM 25746U109 311 4,814 SH   DFND 1,2,3 4,814 0 0
DRESSER-RAND GROUP INC COM 261608103 9,408 157,772 SH   DFND 1,2,3 157,772 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,415 20,500 SH   DFND 1,2,3 20,500 0 0
E M C CORP MASS COM 268648102 6,408 254,800 SH   DFND 1,2,3 254,800 0 0
EBAY INC COM 278642103 21,480 391,500 SH   DFND 1,2,3 391,500 0 0
EMPRESA NACIONAL DE ELCTRCID SPONSORED ADR 29244T101 9 200 SH   DFND 1,2,3 200 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 1,765 208,900 SH   DFND 1,2,3 208,900 0 0
ENDURANCE INTL GROUP HLDGS I COM 29272B105 22,655 1,597,700 SH   DFND 1,2,3 1,597,700 0 0
ENERSIS S A SPONSORED ADR 29274F104 201 13,390 SH   DFND 1,2,3 13,390 0 0
EOG RES INC COM 26875P101 8,651 51,542 SH   DFND 1,2,3 51,542 0 0
EQT CORP COM 26884L109 3,268 36,400 SH   DFND 1,2,3 36,400 0 0
EQUINIX INC COM NEW 29444U502 14,061 79,240 SH   DFND 1,2,3 79,240 0 0
EXONE CO COM 302104104 7,981 132,000 SH   DFND 1,2,3 132,000 0 0
EXXON MOBIL CORP COM 30231G102 3,603 35,600 SH   DFND 1,2,3 35,600 0 0
FIFTH & PAC COS INC COM 316645100 20,347 634,463 SH   DFND 1,2,3 634,463 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 19,160 163,523 SH   DFND 1,2,3 163,523 0 0
FLIR SYS INC COM 302445101 39,783 1,321,700 SH   DFND 1,2,3 1,321,700 0 0
FOREST LABS INC COM 345838106 29,673 494,300 SH   DFND 1,2,3 494,300 0 0
GAFISA S A SPONS ADR 362607301 1,598 510,400 SH   DFND 1,2,3 510,400 0 0
GENWORTH FINL INC COM CL A 37247D106 29,970 1,929,787 SH   DFND 1,2,3 1,929,787 0 0
GIGAMON INC COM 37518B102 12,819 456,500 SH   DFND 1,2,3 456,500 0 0
GILEAD SCIENCES INC COM 375558103 24,201 322,246 SH   DFND 1,2,3 322,246 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 13,394 369,091 SH   DFND 1,2,3 369,091 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,949 39,200 SH   DFND 1,2,3 39,200 0 0
GOOGLE INC CL A 38259P508 66,496 59,334 SH   DFND 1,2,3 59,334 0 0
GRACE W R & CO DEL NEW COM 38388F108 37,699 381,300 SH   DFND 1,2,3 381,300 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 25,307 2,636,145 SH   DFND 1,2,3 2,636,145 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 29,212 411,319 SH   DFND 1,2,3 411,319 0 0
GULFPORT ENERGY CORP COM NEW 402635304 18,580 294,316 SH   DFND 1,2,3 294,316 0 0
HALLIBURTON CO COM 406216101 14,002 275,900 SH   DFND 1,2,3 275,900 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 36,100 996,400 SH   DFND 1,2,3 996,400 0 0
HCA HOLDINGS INC COM 40412C101 22,158 464,422 SH   DFND 1,2,3 464,422 0 0
HEALTHWAYS INC COM 422245100 17,509 1,140,637 SH   DFND 1,2,3 1,140,637 0 0
HERCULES OFFSHORE INC COM 427093109 457 70,099 SH   DFND 1,2,3 70,099 0 0
HESS CORP COM 42809H107 481 5,800 SH   DFND 1,2,3 5,800 0 0
HOLLYFRONTIER CORP COM 436106108 35,609 716,619 SH   DFND 1,2,3 716,619 0 0
HOME LN SERVICING SOLUTIONS ORD SHS G6648D109 7,902 344,000 SH   DFND 1,2,3 344,000 0 0
HONEYWELL INTL INC COM 438516106 19,005 208,000 SH   DFND 1,2,3 208,000 0 0
IMAX CORP COM 45245E109 33,016 1,119,933 SH   DFND 1,2,3 1,119,933 0 0
INTEROIL CORP COM 460951106 31,360 609,046 SH   DFND 1,2,3 609,046 0 0
INTREXON CORP COM 46122T102 3,924 164,868 SH   DFND 1,2,3 164,868 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 7,733 666,100 SH   DFND 1,2,2 666,100 0 0
ISHARES MSCI MEX CAP ETF 464286822 2,570 37,800 SH   DFND 1,2,3 37,800 0 0
ISHARES MSCI BRZ CAP ETF 464286400 266 5,950 SH   DFND 1,2,3 5,950 0 0
ISHARES MSCI TURKEY ETF 464286715 569 11,933 SH   DFND 1,2,3 11,933 0 0
ISHARES MSCI AC ASIA ETF 464288182 850 14,100 SH   DFND 1,2,3 14,100 0 0
ISHARES LATN AMER 40 ETF 464287390 569 15,372 SH   DFND 1,2,3 15,372 0 0
ISHARES MSCI INDONIA ETF 46429B309 887 38,854 SH   DFND 1,2,3 38,854 0 0
ISHARES CHINA LG-CAP ETF 464287184 2,642 68,864 SH   DFND 1,2,3 68,864 0 0
ISHARES INC CORE MSCI EMKT 46434G103 2,476 49,710 SH   DFND 1,2,3 49,710 0 0
JAPAN SMALLER CAPTLZTN FD IN COM 47109U104 245 26,700 SH   DFND 1,2,3 26,700 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 11,264 89,001 SH   DFND 1,2,3 89,001 0 0
JIVE SOFTWARE INC COM 47760A108 17,324 1,539,900 SH   DFND 1,2,3 1,539,900 0 0
JPMORGAN CHASE & CO COM 46625H100 18,316 313,200 SH   DFND 1,2,3 313,200 0 0
KALOBIOS PHARMACEUTICALS INC COM 48344T100 1,757 397,400 SH   DFND 1,2,3 397,400 0 0
LAS VEGAS SANDS CORP COM 517834107 7,438 94,302 SH   DFND 1,2,3 94,302 0 0
LENNAR CORP CL A 526057104 22,292 563,500 SH   DFND 1,2,3 563,500 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 17,275 194,100 SH   DFND 1,2,3 194,100 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 29,242 346,800 SH   DFND 1,2,3 346,800 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 71,283 581,474 SH   DFND 1,2,3 581,474 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 51,588 1,757,686 SH   DFND 1,2,3 1,757,686 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 51,610 352,787 SH   DFND 1,2,3 352,787 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 13,795 261,076 SH   DFND 1,2,3 261,076 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 12,237 386,500 SH   DFND 1,2,3 386,500 0 0
LITHIA MTRS INC CL A 536797103 34,488 496,800 SH   DFND 1,2,3 496,800 0 0
LYON WILLIAM HOMES CL A NEW 552074700 1,822 82,300 SH   DFND 1,2,3 82,300 0 0
MARATHON PETE CORP COM 56585A102 34,380 374,800 SH   DFND 1,2,3 374,800 0 0
MARIN SOFTWARE INC COM 56804T106 7,676 749,657 SH   DFND 1,2,3 749,657 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 606 28,700 SH   DFND 1,2,3 28,700 0 0
MARKET VECTORS ETF TR INDONESIA ETF 57060U753 333 15,686 SH   DFND 1,2,3 15,686 0 0
MCKESSON CORP COM 58155Q103 9,287 57,540 SH   DFND 1,2,3 57,540 0 0
MGIC INVT CORP WIS COM 552848103 5,389 638,500 SH   DFND 1,2,3 638,500 0 0
MICRON TECHNOLOGY INC COM 595112103 43,332 1,992,259 SH   DFND 1,2,3 1,992,259 0 0
MORGAN STANLEY COM NEW 617446448 55,533 1,770,810 SH   DFND 1,2,3 1,770,810 0 0
MORGAN STANLEY CHINA A SH FD COM 617468103 6,599 277,170 SH   DFND 1,2,3 277,170 0 0
NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 980 175,000 SH   DFND 1,2,3 175,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 3,685 184,600 SH   DFND 1,2,3 184,600 0 0
NATIONAL OILWELL VARCO INC COM 637071101 5,006 62,942 SH   DFND 1,2,3 62,942 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 9,991 270,318 SH   DFND 1,2,3 270,318 0 0
NEONODE INC COM NEW 64051M402 3,621 572,900 SH   DFND 1,2,3 572,900 0 0
NOAH HLDGS LTD SPONSORED ADS 65487X102 1,877 104,300 SH   DFND 1,2,3 104,300 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 4,533 308,400 SH   DFND 1,2,3 308,400 0 0
NXP SEMICONDUCTORS N V COM N6596X109 25,635 558,136 SH   DFND 1,2,3 558,136 0 0
NXSTAGE MEDICAL INC COM 67072V103 6,590 659,013 SH   DFND 1,2,3 659,013 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 14,018 147,400 SH   DFND 1,2,3 147,400 0 0
OCEANEERING INTL INC COM 675232102 663 8,400 SH   DFND 1,2,3 8,400 0 0
OCWEN FINL CORP COM NEW 675746309 23,522 424,200 SH   DFND 1,2,3 424,200 0 0
ORIENT-EXPRESS HOTELS LTD CL A G67743107 19,345 1,280,263 SH   DFND 1,2,3 1,280,263 0 0
ORITANI FINL CORP DEL COM 68633D103 2,483 154,700 SH   DFND 1,2,3 154,700 0 0
PACIFIC COAST OIL TR UNIT BEN INT 694103102 1,215 95,800 SH   DFND 1,2,3 95,800 0 0
PANDORA MEDIA INC COM 698354107 11,587 435,600 SH   DFND 1,2,3 435,600 0 0
PENNYMAC MTG INVT TR COM 70931T103 8,773 382,100 SH   DFND 1,2,3 382,100 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 37,332 791,606 SH   DFND 1,2,3 791,606 0 0
PETROCHINA CO LTD SPONSORED 71646E100 670 6,106 SH   DFND 1,2,3 6,106 0 0
PFIZER INC COM 717081103 39,176 1,279,000 SH   DFND 1,2,3 1,279,000 0 0
PHILLIPS 66 COM 718546104 31,415 407,300 SH   DFND 1,2,3 407,300 0 0
PIONEER NAT RES CO COM 723787107 10,750 58,400 SH   DFND 1,2,3 58,400 0 0
POWERSHS DB US DOLLAR INDEX DOLL INDX BULL 73936D107 1,565 72,700 SH   DFND 1,2,3 72,700 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 8,900 248,600 SH   DFND 1,2,3 248,600 0 0
PULTE GROUP INC COM 745867101 14,956 734,200 SH   DFND 1,2,3 734,200 0 0
QUANTUM CORP COM DSSG 747906204 6,741 5,617,500 SH   DFND 1,2,3 5,617,500 0 0
RANGE RES CORP COM 75281A109 9,274 110,000 SH   DFND 1,2,3 110,000 0 0
REDWOOD TR INC COM 758075402 6,107 315,300 SH   DFND 1,2,3 315,300 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 15,344 228,000 SH   DFND 1,2,3 228,000 0 0
RINGCENTRAL INC CL A 76680R206 1,920 104,500 SH   DFND 1,2,3 104,500 0 0
SALIX PHARMACEUTICALS INC COM 795435106 8,409 93,500 SH   DFND 1,2,3 93,500 0 0
SANDISK CORP COM 80004C101 14,984 212,423 SH   DFND 1,2,3 212,423 0 0
SANOFI SPONSORED ADR 80105N105 11,445 213,400 SH   DFND 1,2,3 213,400 0 0
SASOL LTD SPONSORED ADR 803866300 455 9,200 SH   DFND 1,2,3 9,200 0 0
SCHLUMBERGER LTD COM 806857108 6,073 67,396 SH   DFND 1,2,3 67,396 0 0
SCORPIO BULKERS INC SHS Y7546A106 5,025 500,000 SH   DFND 1,2,3 500,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 16,753 298,300 SH   DFND 1,2,3 298,300 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 3,343 125,000 SH   DFND 1,2,3 125,000 0 0
SERVICE CORP INTL COM 817565104 18,901 1,042,500 SH   DFND 1,2,3 1,042,500 0 0
SIGNET JEWELERS LIMITED SHS G81276100 8,271 105,100 SH   DFND 1,2,3 105,100 0 0
SIRIUS XM HLDGS INC COM 82968B103 24,414 6,995,400 SH   DFND 1,2,3 6,995,400 0 0
SPANSION INC COM CL A NEW 84649R200 7,895 568,370 SH   DFND 1,2,3 568,370 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 24,999 215,290 SH   DFND 1,2,3 215,290 0 0
STONE ENERGY CORP COM 861642106 3,995 115,500 SH   DFND 1,2,3 115,500 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 590 22,160 SH   DFND 1,2,3 22,160 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,748 100,211 SH   DFND 1,2,3 100,211 0 0
TALISMAN ENERGY INC COM 87425E103 11,120 954,500 SH   DFND 1,2,3 954,500 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 9,664 212,159 SH   DFND 1,2,3 212,159 0 0
TESORO CORP COM 881609101 11,331 193,700 SH   DFND 1,2,3 193,700 0 0
TIDEWATER INC COM 886423102 631 10,650 SH   DFND 1,2,3 10,650 0 0
TIME WARNER CABLE INC COM 88732J207 36,176 266,980 SH   DFND 1,2,3 266,980 0 0
TRANSDIGM GROUP INC COM 893641100 27,581 171,290 SH   DFND 1,2,3 171,290 0 0
TWO HBRS INVT CORP COM 90187B101 5,208 561,200 SH   DFND 1,2,3 561,200 0 0
UNDER ARMOUR INC CL A 904311107 16,893 193,500 SH   DFND 1,2,3 193,500 0 0
UNITED CONTL HLDGS INC COM 910047109 32,193 851,000 SH   DFND 1,2,3 851,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,788 116,700 SH   DFND 1,2,3 116,700 0 0
UNIVERSAL AMERN CORP NEW COM 91338E101 4,617 632,519 SH   DFND 1,2,3 632,519 0 0
VALERO ENERGY CORP NEW COM 91913Y100 37,805 750,100 SH   DFND 1,2,3 750,100 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,335 32,440 SH   DFND 1,2,3 32,440 0 0
VERACYTE INC COM 92337F107 3,655 252,100 SH   DFND 1,2,3 252,100 0 0
VERISK ANALYTICS INC CL A 92345Y106 11,087 168,700 SH   DFND 1,2,3 168,700 0 0
VIASAT INC COM 92552V100 53,926 860,752 SH   DFND 1,2,3 860,752 0 0
VIOLIN MEMORY INC COM 92763A101 6,559 1,656,196 SH   DFND 1,2,3 986,886 0 0
WABCO HLDGS INC COM 92927K102 18,803 201,300 SH   DFND 1,2,3 201,300 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 8,991 580,439 SH   DFND 1,2,3 580,439 0 0
WELLPOINT INC COM 94973V107 23,772 257,300 SH   DFND 1,2,3 257,300 0 0
WELLS FARGO & CO NEW COM 949746101 10,524 231,800 SH   DFND 1,2,3 231,800 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 23,453 1,069,936 SH   DFND 1,2,3 1,069,936 0 0
WESTERN DIGITAL CORP COM 958102105 24,675 294,100 SH   DFND 1,2,3 294,100 0 0
WHOLE FOODS MKT INC COM 966837106 15,764 272,600 SH   DFND 1,2,3 272,600 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 72,364 982,000 SH   DFND 1,2,3 982,000 0 0