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 24,452 326,163 SH   DFND 1,2,3 326,163 0 0
AIRMEDIA GROUP INC SPONSORED ADR 009411109 2,455 1,031,492 SH   DFND 1,2,3 1,031,492 0 0
AKORN INC COM 009728106 28,697 1,304,400 SH   DFND 1,2,3 1,304,400 0 0
ALKERMES PLC SHS G01767105 5,749 130,400 SH   DFND 1,2,3 130,400 0 0
ALLERGAN INC COM 018490102 22,437 180,800 SH   DFND 1,2,3 180,800 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 61,498 2,054,033 SH   DFND 1,2,3 2,054,033 0 0
ALON USA ENERGY INC COM 020520102 3,968 265,600 SH   DFND 1,2,3 265,600 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 21,240 673,000 SH   DFND 1,2,3 673,000 0 0
AMEDISYS INC COM 023436108 4,108 275,900 SH   DFND 1,2,3 275,900 0 0
AMERICAN ELEC PWR INC COM 025537101 404 7,975 SH   DFND 1,2,3 7,975 0 0
ANADARKO PETE CORP COM 032511107 12,158 143,438 SH   DFND 1,2,3 143,438 0 0
ANTERO RES CORP COM 03674X106 9,784 156,300 SH   DFND 1,2,3 156,300 0 0
ARCH COAL INC COM 039380100 6,201 1,286,584 SH   DFND 1,2,3 1,286,584 0 0
ARES COML REAL ESTATE CORP COM 04013V108 689 51,400 SH   DFND 1,2,3 51,400 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 28,300 511,655 SH   DFND 1,2,3 511,655 0 0
AT&T INC COM 00206R102 7,014 200,000 SH Call DFND 1,2,3 200,000 0 0
AUTONATION INC COM 05329W102 61,912 1,163,100 SH   DFND 1,2,3 1,163,100 0 0
BANK OF AMERICA CORPORATION COM 060505104 52,375 3,045,043 SH   DFND 1,2,3 3,045,043 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 24,691 1,229,610 SH   DFND 1,2,3 1,229,610 0 0
BERRY PLASTICS GROUP INC COM 08579W103 31,139 1,345,100 SH   DFND 1,2,3 1,345,100 0 0
BIOGEN IDEC INC COM 09062X103 14,961 48,914 SH   DFND 1,2,3 48,914 0 0
BONA FILM GROUP LTD SPONSORED ADS 09777B107 428 68,300 SH   DFND 1,2,3 68,300 0 0
BP PLC SPONSORED ADR 055622104 394 8,200 SH   DFND 1,2,3 8,200 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 39,217 754,900 SH   DFND 1,2,3 754,900 0 0
CABOT OIL & GAS CORP COM 127097103 5,566 164,300 SH   DFND 1,2,3 164,300 0 0
CAMERON INTERNATIONAL CORP COM 13342B105 333 5,394 SH   DFND 1,2,3 5,394 0 0
CATAMARAN CORP COM 148887102 22,094 493,600 SH   DFND 1,2,3 493,600 0 0
CELGENE CORP COM 151020104 5,516 39,513 SH   DFND 1,2,3 39,513 0 0
CENTENE CORP DEL COM 15135B101 17,791 285,793 SH   DFND 1,2,3 285,793 0 0
CHART INDS INC COM PAR $0.01 16115Q308 337 4,240 SH   DFND 1,2,3 4,240 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 42,208 342,600 SH   DFND 1,2,3 342,600 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 342 7,509 SH   DFND 1,2,3 7,509 0 0
CIMAREX ENERGY CO COM 171798101 5,086 42,700 SH   DFND 1,2,3 42,700 0 0
CITIGROUP INC COM NEW 172967424 100,210 2,105,245 SH   DFND 1,2,3 2,105,245 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 3,805 180,000 SH   DFND 1,2,3 180,000 0 0
COLONY FINL INC COM 19624R106 13,400 610,500 SH   DFND 1,2,3 610,500 0 0
COMCAST CORP NEW CL A 20030N101 23,334 466,300 SH   DFND 1,2,3 466,300 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 10,124 258,466 SH   DFND 1,2,3 258,466 0 0
CONCHO RES INC COM 20605P101 22,847 186,503 SH   DFND 1,2,3 186,503 0 0
CONTINENTAL RESOURCES INC COM 212015101 398 3,200 SH   DFND 1,2,3 3,200 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 2,228 268,400 SH   DFND 1,2,3 268,400 0 0
COVANTA HLDG CORP COM 22282E102 549 30,400 SH   DFND 1,2,3 30,400 0 0
D R HORTON INC COM 23331A109 44,229 2,042,900 SH   DFND 1,2,3 2,042,900 0 0
DEERE & CO COM 244199105 745 8,200 SH   DFND 1,2,3 8,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 43,303 1,249,727 SH   DFND 1,2,3 1,249,727 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,113 76,400 SH   DFND 1,2,3 76,400 0 0
DOMINION RES INC VA NEW COM 25746U109 342 4,814 SH   DFND 1,2,3 4,814 0 0
DRESSER-RAND GROUP INC COM 261608103 320 5,486 SH   DFND 1,2,3 5,486 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,460 20,500 SH   DFND 1,2,3 20,500 0 0
EBAY INC COM 278642103 16,572 300,000 SH Call DFND 1,2,3 300,000 0 0
EBAY INC COM 278642103 37,525 679,300 SH   DFND 1,2,3 679,300 0 0
EMPRESAS ICA S A DE CV SPONS ADR NEW 292448206 1,381 209,500 SH   DFND 1,2,3 209,500 0 0
EOG RES INC COM 26875P101 27,237 138,842 SH   DFND 1,2,3 138,842 0 0
EQT CORP COM 26884L109 3,559 36,700 SH   DFND 1,2,4 36,700 0 0
EVERTEC INC COM 30040P103 20,276 820,884 SH   DFND 1,2,3 820,884 0 0
EXXON MOBIL CORP COM 30231G102 3,477 35,600 SH   DFND 1,2,3 35,600 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 19,247 167,223 SH   DFND 1,2,3 167,223 0 0
FLIR SYS INC COM 302445101 48,078 1,335,500 SH   DFND 1,2,3 1,335,500 0 0
FOREST LABS INC COM 345838106 9,808 106,300 SH   DFND 1,2,3 106,300 0 0
GAFISA S A SPONS ADR 362607301 2,974 935,330 SH   DFND 1,2,3 935,330 0 0
GENWORTH FINL INC COM CL A 37247D106 34,465 1,943,894 SH   DFND 1,2,3 1,943,894 0 0
GILEAD SCIENCES INC COM 375558103 20,057 283,046 SH   DFND 1,2,3 283,046 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 15,504 371,891 SH   DFND 1,2,3 371,891 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 9,831 60,000 SH   DFND 1,2,3 60,000 0 0
GOOGLE INC CL A 38259P508 53,423 47,934 SH   DFND 1,2,3 47,934 0 0
GRACE W R & CO DEL NEW COM 38388F108 25,626 258,400 SH   DFND 1,2,3 258,400 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 26,954 2,652,945 SH   DFND 1,2,3 2,652,945 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 27,119 413,019 SH   DFND 1,2,3 413,019 0 0
GULFPORT ENERGY CORP COM NEW 402635304 31,954 448,916 SH   DFND 1,2,3 448,916 0 0
HALLIBURTON CO COM 406216101 27,025 458,900 SH   DFND 1,2,3 458,900 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 35,376 1,003,000 SH   DFND 1,2,3 1,003,000 0 0
HCA HOLDINGS INC COM 40412C101 23,306 443,922 SH   DFND 1,2,3 443,922 0 0
HEALTHWAYS INC COM 422245100 24,487 1,428,637 SH   DFND 1,2,3 1,428,637 0 0
HELMERICH & PAYNE INC COM 423452101 17,349 161,300 SH   DFND 1,2,3 161,300 0 0
HERCULES OFFSHORE INC COM 427093109 322 70,099 SH   DFND 1,2,3 70,099 0 0
HESS CORP COM 42809H107 19,129 230,800 SH   DFND 1,2,3 230,800 0 0
HOLLYFRONTIER CORP COM 436106108 7,578 159,271 SH   DFND 1,2,3 159,271 0 0
IMAX CORP COM 45245E109 31,059 1,136,433 SH   DFND 1,2,3 1,136,433 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,612 29,755 SH   DFND 1,2,3 29,755 0 0
INTEROIL CORP COM 460951106 39,681 612,746 SH   DFND 1,2,3 612,746 0 0
INTREXON CORP COM 46122T102 16,633 632,692 SH   DFND 1,2,3 632,692 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 11,662 946,600 SH   DFND 1,2,3 946,600 0 0
ISHARES MSCI AC ASIA ETF 464288182 354 5,995 SH   DFND 1,2,3 5,995 0 0
ISHARES MSCI STH KOR ETF 464286772 945 15,363 SH   DFND 1,2,3 15,363 0 0
ISHARES MSCI MEX CAP ETF 464286822 13,091 204,700 SH   DFND 1,2,3 204,700 0 0
ISHARES MSCI TAIWAN ETF 464286731 8,737 607,189 SH   DFND 1,2,3 607,189 0 0
JAPAN SMALLER CAPTLZTN FD IN COM 47109U104 166 18,900 SH   DFND 1,2,3 18,900 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5,751 41,471 SH   DFND 1,2,3 41,471 0 0
JPMORGAN CHASE & CO COM 46625H100 12,603 207,600 SH   DFND 1,2,3 207,600 0 0
KALOBIOS PHARMACEUTICALS INC COM 48344T100 1,089 402,000 SH   DFND 1,2,3 402,000 0 0
KATE SPADE & CO COM 485865109 18,978 511,663 SH   DFND 1,2,3 511,663 0 0
KEY ENERGY SVCS INC COM 492914106 12,340 1,335,500 SH   DFND 1,2,3 1,335,500 0 0
KODIAK OIL & GAS CORP COM 50015Q100 7,028 578,900 SH   DFND 1,2,3 578,900 0 0
LADDER CAP CORP CL A 505743104 7,480 396,200 SH   DFND 1,2,3 396,200 0 0
LAS VEGAS SANDS CORP COM 517834107 7,642 94,602 SH   DFND 1,2,3 94,602 0 0
LENNAR CORP CL A 526057104 47,706 1,204,100 SH   DFND 1,2,3 1,204,100 0 0
LEXINGTON REALTY TRUST COM 529043101 5,364 491,700 SH   DFND 1,2,2 491,700 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 76,448 586,574 SH   DFND 1,2,3 586,574 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 33,720 1,167,986 SH   DFND 1,2,3 1,167,986 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 63,742 487,587 SH   DFND 1,2,3 487,587 0 0
LIFEPOINT HOSPITALS INC COM 53219L109 14,218 260,642 SH   DFND 1,2,3 260,642 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 10,435 390,400 SH   DFND 1,2,3 390,400 0 0
LITHIA MTRS INC CL A 536797103 33,164 499,000 SH   DFND 1,2,3 499,000 0 0
LYON WILLIAM HOMES CL A NEW 552074700 4,434 160,600 SH   DFND 1,2,3 160,600 0 0
MARATHON PETE CORP COM 56585A102 42,127 484,000 SH   DFND 1,2,3 484,000 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 677 28,700 SH   DFND 1,2,3 28,700 0 0
MCKESSON CORP COM 58155Q103 6,048 34,250 SH   DFND 1,2,3 34,250 0 0
MEDIVATION INC COM 58501N101 6,231 96,800 SH   DFND 1,2,3 96,800 0 0
MFA FINL INC COM 55272X102 24,705 3,187,752 SH   DFND 1,2,3 3,187,752 0 0
MGIC INVT CORP WIS COM 552848103 16,194 1,900,701 SH   DFND 1,2,3 1,900,701 0 0
MORGAN STANLEY COM NEW 617446448 55,667 1,785,910 SH   DFND 1,2,3 1,785,910 0 0
MORGAN STANLEY CHINA A SH FD COM 617468103 5,240 242,927 SH   DFND 1,2,3 242,927 0 0
NABORS INDUSTRIES LTD SHS G6359F103 13,846 561,700 SH   DFND 1,2,3 561,700 0 0
NATIONAL BK GREECE S A SPN ADR REP 1 SH 633643705 983 177,100 SH   DFND 1,2,3 177,100 0 0
NATIONAL CINEMEDIA INC COM 635309107 2,801 186,700 SH   DFND 1,2,3 186,700 0 0
NATIONAL GEN HLDGS CORP COM 636220303 907 65,000 SH   DFND 1,2,3 65,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 265 3,409 SH   DFND 1,2,3 3,409 0 0
NEOGENOMICS INC COM NEW 64049M209 876 252,500 SH   DFND 1,2,3 252,500 0 0
NMI HLDGS INC CL A 629209305 2,528 215,700 SH   DFND 1,2,3 215,700 0 0
NQ MOBILE INC ADR REPSTG CL A 64118U108 9,259 525,780 SH   DFND 1,2,3 525,780 0 0
NXP SEMICONDUCTORS N V COM N6596X109 33,247 565,336 SH   DFND 1,2,3 565,336 0 0
NXSTAGE MEDICAL INC COM 67072V103 2,450 192,313 SH   DFND 1,2,3 192,313 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 20,001 209,900 SH   DFND 1,2,3 209,900 0 0
OCEANEERING INTL INC COM 675232102 604 8,400 SH   DFND 1,2,3 8,400 0 0
ORIENT-EXPRESS HOTELS LTD CL A G67743107 18,596 1,290,463 SH   DFND 1,2,3 1,290,463 0 0
ORITANI FINL CORP DEL COM 68633D103 2,446 154,700 SH   DFND 1,2,3 154,700 0 0
PACIFIC COAST OIL TR UNIT BEN INT 694103102 1,283 95,800 SH   DFND 1,2,3 95,800 0 0
PANDORA MEDIA INC COM 698354107 1,516 50,000 SH Call DFND 1,2,3 50,000 0 0
PANDORA MEDIA INC COM 698354107 5,967 196,800 SH   DFND 1,2,3 196,800 0 0
PATTERSON UTI ENERGY INC COM 703481101 19,211 606,400 SH   DFND 1,2,3 606,400 0 0
PENNYMAC MTG INVT TR COM 70931T103 20,157 843,400 SH   DFND 1,2,3 843,400 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 34,234 800,606 SH   DFND 1,2,3 800,606 0 0
PERRIGO CO PLC SHS G97822103 17,121 110,704 SH   DFND 1,2,3 110,704 0 0
PFIZER INC COM 717081103 3,986 124,100 SH   DFND 1,2,3 124,100 0 0
PHILLIPS 66 COM 718546104 41,250 535,300 SH   DFND 1,2,3 535,300 0 0
PIONEER NAT RES CO COM 723787107 540 2,888 SH   DFND 1,2,3 2,888 0 0
POWERSHARES INDIA ETF TR INDIA PORT 73935L100 213 11,416 SH   DFND 1,2,3 11,416 0 0
POWERSHS DB US DOLLAR INDEX DOLL INDX BULL 73936D107 1,560 72,700 SH   DFND 1,2,3 72,700 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 10,028 368,000 SH   DFND 1,2,3 368,000 0 0
PULTE GROUP INC COM 745867101 34,161 1,780,149 SH   DFND 1,2,3 1,780,149 0 0
RANGE RES CORP COM 75281A109 431 5,200 SH   DFND 1,2,3 5,200 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 16,940 230,200 SH   DFND 1,2,3 230,200 0 0
RICE ENERGY INC COM 762760106 13,509 511,900 SH   DFND 1,2,3 511,900 0 0
ROLLINS INC COM 775711104 6,946 229,700 SH   DFND 1,2,3 229,700 0 0
SALIX PHARMACEUTICALS INC COM 795435106 9,719 93,800 SH   DFND 1,2,3 93,800 0 0
SANOFI SPONSORED ADR 80105N105 11,204 214,300 SH   DFND 1,2,3 214,300 0 0
SCHLUMBERGER LTD COM 806857108 16,428 168,496 SH   DFND 1,2,3 168,496 0 0
SCORPIO BULKERS INC SHS Y7546A106 9,871 976,400 SH   DFND 1,2,3 976,400 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 10,103 179,900 SH   DFND 1,2,3 179,900 0 0
SELECT INCOME REIT COM SH BEN INT 81618T100 3,784 125,000 SH   DFND 1,2,3 125,000 0 0
SERVICE CORP INTL COM 817565104 25,669 1,291,200 SH   DFND 1,2,3 1,291,200 0 0
SIGNET JEWELERS LIMITED SHS G81276100 21,034 198,700 SH   DFND 1,2,3 198,700 0 0
SINA CORP ORD G81477104 900 14,900 SH   DFND 1,2,3 14,900 0 0
SOUTHWESTERN ENERGY CO COM 845467109 19,945 433,500 SH   DFND 1,2,3 433,500 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 16,538 133,790 SH   DFND 1,2,3 133,790 0 0
SPDR INDEX SHS FDS S&P CHINA ETF 78463X400 444 6,106 SH   DFND 1,2,3 6,106 0 0
SPRINGLEAF HLDGS INC COM 85172J101 4,499 178,900 SH   DFND 1,2,3 178,900 0 0
STARBUCKS CORP COM 855244109 23,775 324,000 SH   DFND 1,2,3 324,000 0 0
STONE ENERGY CORP COM 861642106 9,525 226,955 SH   DFND 1,2,3 226,955 0 0
STONEGATE MTG CORP COM 86181Q300 1,651 111,111 SH   DFND 1,2,3 111,111 0 0
SUNTRUST BKS INC COM 867914103 17,480 439,300 SH   DFND 1,2,3 439,300 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 27,717 901,060 SH   DFND 1,2,3 901,060 0 0
TAMINCO CORP COM 87509U106 16,466 783,700 SH   DFND 1,2,3 783,700 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 9,539 213,159 SH   DFND 1,2,3 213,159 0 0
TELEFLEX INC COM 879369106 2,713 25,300 SH   DFND 1,2,3 25,300 0 0
TESORO CORP COM 881609101 9,061 179,100 SH   DFND 1,2,3 179,100 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 17,971 340,100 SH   DFND 1,2,3 340,100 0 0
THERAPEUTICSMD INC COM 88338N107 2,388 378,500 SH   DFND 1,2,3 378,500 0 0
TIDEWATER INC COM 886423102 518 10,650 SH   DFND 1,2,3 10,650 0 0
TOLL BROTHERS INC COM 889478103 18,076 503,500 SH   DFND 1,2,3 503,500 0 0
TRI POINTE HOMES INC COM 87265H109 4,541 279,800 SH   DFND 1,2,3 279,800 0 0
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 798 57,920 SH   DFND 1,2,3 57,920 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 482 15,500 SH   DFND 1,2,3 15,500 0 0
TWO HBRS INVT CORP COM 90187B101 26,968 2,631,000 SH   DFND 1,2,3 2,631,000 0 0
UNITED CONTL HLDGS INC COM 910047109 50,650 1,134,896 SH   DFND 1,2,3 1,134,896 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,609 117,200 SH   DFND 1,2,3 117,200 0 0
UNIVERSAL AMERN CORP NEW COM 91338E101 4,524 639,819 SH   DFND 1,2,3 639,819 0 0
VALERO ENERGY CORP NEW COM 91913Y100 49,840 938,600 SH   DFND 1,2,3 938,600 0 0
VERACYTE INC COM 92337F107 4,348 253,800 SH   DFND 1,2,3 253,800 0 0
VERISK ANALYTICS INC CL A 92345Y106 5,186 86,491 SH   DFND 1,2,3 86,491 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,563 180,000 SH Put DFND 1,2,3 180,000 0 0
VIASAT INC COM 92552V100 59,937 868,152 SH   DFND 1,2,3 868,152 0 0
VIOLIN MEMORY INC COM 92763A101 6,051 1,528,115 SH   DFND 1,2,3 669,310 0 0
WEATHERFORD INTERNATIONAL LT REG SHS H27013103 386 22,240 SH   DFND 1,2,3 22,240 0 0
WELLPOINT INC COM 94973V107 30,841 309,800 SH   DFND 1,2,3 309,800 0 0
WELLS FARGO & CO NEW COM 949746101 11,530 231,800 SH   DFND 1,2,3 231,800 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 23,758 1,079,436 SH   DFND 1,2,3 1,079,436 0 0
WESTERN DIGITAL CORP COM 958102105 16,500 179,700 SH   DFND 1,2,3 179,700 0 0
WESTERN UN CO COM 959802109 67,287 4,112,900 SH   DFND 1,2,3 4,112,900 0 0
WHITING PETE CORP NEW COM 966387102 10,894 157,000 SH   DFND 1,2,3 157,000 0 0
WHOLE FOODS MKT INC COM 966837106 21,602 426,000 SH   DFND 1,2,3 426,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 6,556 227,000 SH   DFND 1,2,3 227,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 72,791 994,000 SH   DFND 1,2,3 994,000 0 0