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 |
| 21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 3,812 | 162,091 | SH | DFND | 1 | 0 | 162,091 | 0 | |
| ACCO BRANDS CORP | COM | 00081T108 | 921 | 137,017 | SH | DFND | 1 | 0 | 137,017 | 0 | |
| ACCRETIVE HEALTH INC | COM | 00438V103 | 13,740 | 1,500,000 | SH | DFND | 1 | 0 | 1,500,000 | 0 | |
| ACTUANT CORP | CL A NEW | 00508X203 | 10,259 | 280,000 | SH | DFND | 1 | 0 | 280,000 | 0 | |
| ADOBE SYS INC | COM | 00724F101 | 9,042 | 151,001 | SH | DFND | 1 | 0 | 151,001 | 0 | |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 14,012 | 245,000 | SH | DFND | 1 | 0 | 245,000 | 0 | |
| AIR METHODS CORP | COM PAR $.06 | 009128307 | 10,208 | 175,000 | SH | DFND | 1 | 0 | 175,000 | 0 | |
| ALCOA INC | CALL | 013817101 | 12,756 | 1,200,000 | SH | Call | DFND | 1 | 0 | 1,200,000 | 0 |
| ALLOT COMMUNICATIONS LTD | SHS | M0854Q105 | 2,098 | 138,363 | SH | DFND | 1 | 0 | 138,363 | 0 | |
| ALLSCRIPTS HEALTHCARE SOLUTN | COM | 01988P108 | 5,566 | 360,000 | SH | DFND | 1 | 0 | 360,000 | 0 | |
| ALTISOURCE RESIDENTIAL CORP | CL B | 02153W100 | 1,310 | 43,500 | SH | DFND | 1 | 0 | 43,500 | 0 | |
| AMAZON COM INC | COM | 023135106 | 41,674 | 104,501 | SH | DFND | 1 | 0 | 104,501 | 0 | |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 4,040 | 160,000 | SH | DFND | 1 | 0 | 160,000 | 0 | |
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 7,093 | 346,856 | SH | DFND | 1 | 0 | 346,856 | 0 | |
| AMERICAN CAP LTD | COM | 02503Y103 | 1,173 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 1,532 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 30,132 | 377,500 | SH | DFND | 1 | 0 | 377,500 | 0 | |
| ANGIODYNAMICS INC | COM | 03475V101 | 1,977 | 115,000 | SH | DFND | 1 | 0 | 115,000 | 0 | |
| ARAMARK HLDGS CORP | COM | 03852U106 | 8,103 | 309,020 | SH | DFND | 1 | 0 | 309,020 | 0 | |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L104 | 3,033 | 170,000 | SH | DFND | 1 | 0 | 170,000 | 0 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 10,255 | 178,000 | SH | DFND | 1 | 0 | 178,000 | 0 | |
| ARTHROCARE CORP | COM | 043136100 | 3,420 | 85,000 | SH | DFND | 1 | 0 | 85,000 | 0 | |
| ASSURED GUARANTY LTD | COM | G0585R106 | 1,651 | 70,000 | SH | DFND | 1 | 0 | 70,000 | 0 | |
| ATHENAHEALTH INC | COM | 04685W103 | 6,860 | 51,001 | SH | DFND | 1 | 0 | 51,001 | 0 | |
| AUTONATION INC | COM | 05329W102 | 3,975 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| AVON PRODS INC | PUT | 054303102 | 1,722 | 100,000 | SH | Put | DFND | 1 | 0 | 100,000 | 0 |
| AXIALL CORP | CALL | 05463D100 | 8,302 | 175,000 | SH | Call | DFND | 1 | 0 | 175,000 | 0 |
| B/E AEROSPACE INC | COM | 073302101 | 5,657 | 65,000 | SH | DFND | 1 | 0 | 65,000 | 0 | |
| BARNES & NOBLE INC | COM | 067774109 | 2,093 | 140,000 | SH | DFND | 1 | 0 | 140,000 | 0 | |
| BARNES & NOBLE INC | PUT | 067774109 | 2,093 | 140,000 | SH | Put | DFND | 1 | 0 | 140,000 | 0 |
| BARNES GROUP INC | COM | 067806109 | 4,214 | 110,000 | SH | DFND | 1 | 0 | 110,000 | 0 | |
| BECTON DICKINSON & CO | COM | 075887109 | 11,049 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| BEMIS INC | COM | 081437105 | 4,710 | 115,000 | SH | DFND | 1 | 0 | 115,000 | 0 | |
| BEST BUY INC | COM | 086516101 | 8,415 | 211,000 | SH | DFND | 1 | 0 | 211,000 | 0 | |
| BIOSCRIP INC | COM | 09069N108 | 370 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| BLOOMIN BRANDS INC | COM | 094235108 | 7,911 | 329,500 | SH | DFND | 1 | 0 | 329,500 | 0 | |
| BOEING CO | COM | 097023105 | 4,095 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 6,010 | 500,000 | SH | DFND | 1 | 0 | 500,000 | 0 | |
| BOULDER BRANDS INC | CALL | 101405108 | 714 | 45,000 | SH | Call | DFND | 1 | 0 | 45,000 | 0 |
| BRIGGS & STRATTON CORP | COM | 109043109 | 1,088 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| BROADSOFT INC | COM | 11133B409 | 5,453 | 199,441 | SH | DFND | 1 | 0 | 199,441 | 0 | |
| BROADSOFT INC | CALL | 11133B409 | 2,734 | 100,000 | SH | Call | DFND | 1 | 0 | 100,000 | 0 |
| BROOKDALE SR LIVING INC | COM | 112463104 | 12,639 | 465,000 | SH | DFND | 1 | 0 | 465,000 | 0 | |
| BRUNSWICK CORP | COM | 117043109 | 7,282 | 158,100 | SH | DFND | 1 | 0 | 158,100 | 0 | |
| BUFFALO WILD WINGS INC | COM | 119848109 | 5,888 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| BURLINGTON STORES INC | COM | 122017106 | 8,753 | 273,530 | SH | DFND | 1 | 0 | 273,530 | 0 | |
| CABELAS INC | COM | 126804301 | 6,666 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| CABELAS INC | PUT | 126804301 | 6,666 | 100,000 | SH | Put | DFND | 1 | 0 | 100,000 | 0 |
| CANADIAN PAC RY LTD | COM | 13645T100 | 6,053 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| CAPITAL SR LIVING CORP | COM | 140475104 | 4,198 | 175,000 | SH | DFND | 1 | 0 | 175,000 | 0 | |
| CARDINAL HEALTH INC | COM | 14149Y108 | 3,341 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 1,715 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| CARMAX INC | COM | 143130102 | 5,642 | 120,000 | SH | DFND | 1 | 0 | 120,000 | 0 | |
| CELANESE CORP DEL | COM SER A | 150870103 | 7,190 | 130,000 | SH | DFND | 1 | 0 | 130,000 | 0 | |
| CENTENE CORP DEL | COM | 15135B101 | 6,779 | 115,000 | SH | DFND | 1 | 0 | 115,000 | 0 | |
| CHANNELADVISOR CORP | COM | 159179100 | 8,128 | 194,870 | SH | DFND | 1 | 0 | 194,870 | 0 | |
| CHARLES RIV LABS INTL INC | COM | 159864107 | 8,752 | 165,000 | SH | DFND | 1 | 0 | 165,000 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 38,293 | 280,000 | SH | DFND | 1 | 0 | 280,000 | 0 | |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 1,613 | 25,000 | SH | DFND | 1 | 0 | 25,000 | 0 | |
| CIRRUS LOGIC INC | COM | 172755100 | 1,532 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 1,684 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| CITIGROUP INC | COM NEW | 172967424 | 4,690 | 90,000 | SH | DFND | 1 | 0 | 90,000 | 0 | |
| CITRIX SYS INC | COM | 177376100 | 13,402 | 211,882 | SH | DFND | 1 | 0 | 211,882 | 0 | |
| CLIFFS NAT RES INC | PUT | 18683K101 | 2,621 | 100,000 | SH | Put | DFND | 1 | 0 | 100,000 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 | 2,858 | 55,000 | SH | DFND | 1 | 0 | 55,000 | 0 | |
| COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 11,781 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| CONSOL ENERGY INC | COM | 20854P109 | 5,706 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| CONSTANT CONTACT INC | COM | 210313102 | 6,245 | 201,001 | SH | DFND | 1 | 0 | 201,001 | 0 | |
| CONSTELLIUM HOLDCO B V | CL A | N22035104 | 3,258 | 140,000 | SH | DFND | 1 | 0 | 140,000 | 0 | |
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 6,988 | 131,001 | SH | DFND | 1 | 0 | 131,001 | 0 | |
| CRANE CO | COM | 224399105 | 19,402 | 288,500 | SH | DFND | 1 | 0 | 288,500 | 0 | |
| CROWN CASTLE INTL CORP | COM | 228227104 | 38,551 | 525,000 | SH | DFND | 1 | 0 | 525,000 | 0 | |
| CUMMINS INC | COM | 231021106 | 11,982 | 85,000 | SH | DFND | 1 | 0 | 85,000 | 0 | |
| CUMMINS INC | CALL | 231021106 | 7,049 | 50,000 | SH | Call | DFND | 1 | 0 | 50,000 | 0 |
| CVS CAREMARK CORPORATION | COM | 126650100 | 2,863 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| DANA HLDG CORP | COM | 235825205 | 11,772 | 600,000 | SH | DFND | 1 | 0 | 600,000 | 0 | |
| DANAHER CORP DEL | COM | 235851102 | 7,334 | 95,000 | SH | DFND | 1 | 0 | 95,000 | 0 | |
| DEALERTRACK TECHNOLOGIES INC | COM | 242309102 | 4,856 | 101,001 | SH | DFND | 1 | 0 | 101,001 | 0 | |
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 20,144 | 335,000 | SH | DFND | 1 | 0 | 335,000 | 0 | |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 4,121 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| DELTA AIR LINES INC DEL | CALL | 247361702 | 4,807 | 175,000 | SH | Call | DFND | 1 | 0 | 175,000 | 0 |
| DEMANDWARE INC | COM | 24802Y105 | 10,965 | 171,001 | SH | DFND | 1 | 0 | 171,001 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 17,376 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 12,061 | 199,957 | SH | DFND | 1 | 0 | 199,957 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 23,132 | 410,000 | SH | DFND | 1 | 0 | 410,000 | 0 | |
| DOMTAR CORP | COM NEW | 257559203 | 4,717 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| DSW INC | CL A | 23334L102 | 2,137 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 4,524 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 19,203 | 248,000 | SH | DFND | 1 | 0 | 248,000 | 0 | |
| EASTMAN CHEM CO | COM | 277432100 | 8,070 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| EBAY INC | COM | 278642103 | 12,680 | 231,001 | SH | DFND | 1 | 0 | 231,001 | 0 | |
| E-COMMERCE CHINA DANGDANG IN | SPN ADS COM A | 26833A105 | 5,253 | 550,000 | SH | DFND | 1 | 0 | 550,000 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 672 | 25,000 | SH | DFND | 1 | 0 | 25,000 | 0 | |
| EMERITUS CORP | COM | 291005106 | 12,978 | 600,000 | SH | DFND | 1 | 0 | 600,000 | 0 | |
| ENDOLOGIX INC | COM | 29266S106 | 7,412 | 425,000 | SH | DFND | 1 | 0 | 425,000 | 0 | |
| EXAMWORKS GROUP INC | COM | 30066A105 | 3,737 | 125,100 | SH | DFND | 1 | 0 | 125,100 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 14,698 | 211,001 | SH | DFND | 1 | 0 | 211,001 | 0 | |
| F M C CORP | COM NEW | 302491303 | 11,319 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| FAIRWAY GROUP HLDGS CORP | CL A | 30603D109 | 2,067 | 114,100 | SH | DFND | 1 | 0 | 114,100 | 0 | |
| FAMILY DLR STORES INC | CALL | 307000109 | 1,299 | 20,000 | SH | Call | DFND | 1 | 0 | 20,000 | 0 |
| FINISAR CORP | COM NEW | 31787A507 | 6,386 | 266,969 | SH | DFND | 1 | 0 | 266,969 | 0 | |
| FIRST SOLAR INC | COM | 336433107 | 3,552 | 65,000 | SH | DFND | 1 | 0 | 65,000 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 10,315 | 86,000 | SH | DFND | 1 | 0 | 86,000 | 0 | |
| FRANKLIN RES INC | COM | 354613101 | 1,732 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| FRESH MKT INC | COM | 35804H106 | 10,328 | 255,000 | SH | DFND | 1 | 0 | 255,000 | 0 | |
| FRESH MKT INC | CALL | 35804H106 | 377 | 9,300 | SH | Call | DFND | 1 | 0 | 9,300 | 0 |
| GAMESTOP CORP NEW | CL A | 36467W109 | 2,394 | 48,600 | SH | DFND | 1 | 0 | 48,600 | 0 | |
| GENERAL MTRS CO | COM | 37045V100 | 11,035 | 270,000 | SH | DFND | 1 | 0 | 270,000 | 0 | |
| GENESEE & WYO INC | CL A | 371559105 | 7,204 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| GIGAMON INC | COM | 37518B102 | 2,442 | 86,962 | SH | DFND | 1 | 0 | 86,962 | 0 | |
| GLOBUS MED INC | CL A | 379577208 | 5,045 | 250,000 | SH | DFND | 1 | 0 | 250,000 | 0 | |
| GNC HLDGS INC | COM CL A | 36191G107 | 7,540 | 129,000 | SH | DFND | 1 | 0 | 129,000 | 0 | |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | 33,271 | 1,395,000 | SH | DFND | 1 | 0 | 1,395,000 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 34,743 | 31,001 | SH | DFND | 1 | 0 | 31,001 | 0 | |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 2,640 | 275,000 | SH | DFND | 1 | 0 | 275,000 | 0 | |
| GRAY TELEVISION INC | COM | 389375106 | 2,812 | 188,956 | SH | DFND | 1 | 0 | 188,956 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 3,806 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| HANESBRANDS INC | COM | 410345102 | 2,284 | 32,500 | SH | DFND | 1 | 0 | 32,500 | 0 | |
| HEALTH CARE REIT INC | COM | 42217K106 | 8,839 | 165,000 | SH | DFND | 1 | 0 | 165,000 | 0 | |
| HEALTHSTREAM INC | COM | 42222N103 | 6,062 | 185,000 | SH | DFND | 1 | 0 | 185,000 | 0 | |
| HEARTWARE INTL INC | COM | 422368100 | 5,168 | 55,000 | SH | DFND | 1 | 0 | 55,000 | 0 | |
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 13 | 440 | SH | DFND | 1 | 0 | 440 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 8,234 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| HONEYWELL INTL INC | COM | 438516106 | 9,594 | 105,000 | SH | DFND | 1 | 0 | 105,000 | 0 | |
| HUBBELL INC | CL B | 443510201 | 9,311 | 85,500 | SH | DFND | 1 | 0 | 85,500 | 0 | |
| HUNTSMAN CORP | COM | 447011107 | 2,091 | 85,000 | SH | DFND | 1 | 0 | 85,000 | 0 | |
| ILLINOIS TOOL WKS INC | COM | 452308109 | 3,363 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| INFOBLOX INC | COM | 45672H104 | 4,788 | 145,000 | SH | DFND | 1 | 0 | 145,000 | 0 | |
| INGERSOLL-RAND PLC | SHS | G47791101 | 4,928 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| INTL PAPER CO | COM | 460146103 | 11,032 | 225,000 | SH | DFND | 1 | 0 | 225,000 | 0 | |
| INVENSENSE INC | COM | 46123D205 | 3,217 | 154,809 | SH | DFND | 1 | 0 | 154,809 | 0 | |
| INVENSENSE INC | CALL | 46123D205 | 281 | 13,500 | SH | Call | DFND | 1 | 0 | 13,500 | 0 |
| INVESCO LTD | SHS | G491BT108 | 5,278 | 145,000 | SH | DFND | 1 | 0 | 145,000 | 0 | |
| ISHARES | PUT | 464287234 | 5,221 | 125,000 | SH | Put | DFND | 1 | 0 | 125,000 | 0 |
| JOHNSON & JOHNSON | COM | 478160104 | 22,898 | 250,000 | SH | DFND | 1 | 0 | 250,000 | 0 | |
| JOHNSON CTLS INC | COM | 478366107 | 8,978 | 175,000 | SH | DFND | 1 | 0 | 175,000 | 0 | |
| JOY GLOBAL INC | CALL | 481165108 | 5,849 | 100,000 | SH | Call | DFND | 1 | 0 | 100,000 | 0 |
| KAR AUCTION SVCS INC | COM | 48238T109 | 37,469 | 1,268,000 | SH | DFND | 1 | 0 | 1,268,000 | 0 | |
| KIRBY CORP | COM | 497266106 | 9,925 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| L-3 COMMUNICATIONS HLDGS INC | COM | 502424104 | 5,343 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 6,073 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| LENNAR CORP | CL A | 526057104 | 2,769 | 70,000 | SH | DFND | 1 | 0 | 70,000 | 0 | |
| LENNOX INTL INC | CALL | 526107107 | 2,127 | 25,000 | SH | Call | DFND | 1 | 0 | 25,000 | 0 |
| LIFE TIME FITNESS INC | COM | 53217R207 | 3,760 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 6,332 | 200,000 | SH | DFND | 1 | 0 | 200,000 | 0 | |
| LOUISIANA PAC CORP | COM | 546347105 | 6,571 | 355,000 | SH | DFND | 1 | 0 | 355,000 | 0 | |
| LOWES COS INC | COM | 548661107 | 48,539 | 979,600 | SH | DFND | 1 | 0 | 979,600 | 0 | |
| LPL FINL HLDGS INC | COM | 50212V100 | 1,176 | 25,000 | SH | DFND | 1 | 0 | 25,000 | 0 | |
| LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 7,717 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 21,676 | 270,000 | SH | DFND | 1 | 0 | 270,000 | 0 | |
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 4,319 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| MAGNA INTL INC | COM | 559222401 | 2,052 | 25,000 | SH | DFND | 1 | 0 | 25,000 | 0 | |
| MANITOWOC INC | CALL | 563571108 | 5,830 | 250,000 | SH | Call | DFND | 1 | 0 | 250,000 | 0 |
| MANPOWERGROUP INC | COM | 56418H100 | 12,879 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| MARRIOTT INTL INC NEW | CL A | 571903202 | 7,404 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 20,738 | 207,500 | SH | DFND | 1 | 0 | 207,500 | 0 | |
| MASCO CORP | COM | 574599106 | 2,277 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| MASTERCARD INC | CL A | 57636Q104 | 9,191 | 11,001 | SH | DFND | 1 | 0 | 11,001 | 0 | |
| MEDTRONIC INC | COM | 585055106 | 10,043 | 175,000 | SH | DFND | 1 | 0 | 175,000 | 0 | |
| MELLANOX TECHNOLOGIES LTD | CALL | M51363113 | 1,431 | 35,800 | SH | Call | DFND | 1 | 0 | 35,800 | 0 |
| METHANEX CORP | COM | 59151K108 | 10,959 | 185,000 | SH | DFND | 1 | 0 | 185,000 | 0 | |
| MGIC INVT CORP WIS | COM | 552848103 | 1,519 | 180,000 | SH | DFND | 1 | 0 | 180,000 | 0 | |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 7,056 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 14,144 | 650,000 | SH | DFND | 1 | 0 | 650,000 | 0 | |
| MILLENNIAL MEDIA INC | COM | 60040N105 | 3,053 | 420,000 | SH | DFND | 1 | 0 | 420,000 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 15,262 | 102,500 | SH | DFND | 1 | 0 | 102,500 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 13,986 | 120,000 | SH | DFND | 1 | 0 | 120,000 | 0 | |
| MONSTER BEVERAGE CORP | COM | 611740101 | 5,422 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| MONSTER WORLDWIDE INC | COM | 611742107 | 1,426 | 200,000 | SH | DFND | 1 | 0 | 200,000 | 0 | |
| NETFLIX INC | COM | 64110L106 | 18,777 | 51,001 | SH | DFND | 1 | 0 | 51,001 | 0 | |
| NETSUITE INC | COM | 64118Q107 | 20,707 | 201,001 | SH | DFND | 1 | 0 | 201,001 | 0 | |
| NEW RESIDENTIAL INVT CORP | COM | 64828T102 | 1,670 | 250,000 | SH | DFND | 1 | 0 | 250,000 | 0 | |
| NORTHROP GRUMMAN CORP | COM | 666807102 | 2,292 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |
| NORTHSTAR RLTY FIN CORP | COM | 66704R100 | 8,743 | 650,000 | SH | DFND | 1 | 0 | 650,000 | 0 | |
| NQ MOBILE INC | ADR REPSTG CL A | 64118U108 | 3,565 | 242,534 | SH | DFND | 1 | 0 | 242,534 | 0 | |
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 9,653 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| OFFICE DEPOT INC | COM | 676220106 | 30,153 | 5,700,000 | SH | DFND | 1 | 0 | 5,700,000 | 0 | |
| OLIN CORP | CALL | 680665205 | 9,376 | 325,000 | SH | Call | DFND | 1 | 0 | 325,000 | 0 |
| OM GROUP INC | COM | 670872100 | 3,641 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| OMNICARE INC | COM | 681904108 | 9,054 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| OWENS CORNING NEW | COM | 690742101 | 36,648 | 900,000 | SH | DFND | 1 | 0 | 900,000 | 0 | |
| OWENS CORNING NEW | CALL | 690742101 | 8,144 | 200,000 | SH | Call | DFND | 1 | 0 | 200,000 | 0 |
| PACKAGING CORP AMER | COM | 695156109 | 39,281 | 620,754 | SH | DFND | 1 | 0 | 620,754 | 0 | |
| PANERA BREAD CO | CL A | 69840W108 | 15,310 | 86,650 | SH | DFND | 1 | 0 | 86,650 | 0 | |
| PGT INC | COM | 69336V101 | 10,241 | 1,012,000 | SH | DFND | 1 | 0 | 1,012,000 | 0 | |
| PGT INC | CALL | 69336V101 | 911 | 90,000 | SH | Call | DFND | 1 | 0 | 90,000 | 0 |
| POPULAR INC | COM NEW | 733174700 | 2,298 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| PPG INDS INC | COM | 693506107 | 3,793 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |
| PRECISION CASTPARTS CORP | COM | 740189105 | 6,733 | 25,000 | SH | DFND | 1 | 0 | 25,000 | 0 | |
| PRICE T ROWE GROUP INC | COM | 74144T108 | 2,429 | 29,000 | SH | DFND | 1 | 0 | 29,000 | 0 | |
| PRICELINE COM INC | COM NEW | 741503403 | 18,018 | 15,501 | SH | DFND | 1 | 0 | 15,501 | 0 | |
| PVH CORP | COM | 693656100 | 3,115 | 22,901 | SH | DFND | 1 | 0 | 22,901 | 0 | |
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 15,030 | 564,400 | SH | DFND | 1 | 0 | 564,400 | 0 | |
| QLIK TECHNOLOGIES INC | CALL | 74733T105 | 2,663 | 100,000 | SH | Call | DFND | 1 | 0 | 100,000 | 0 |
| RACKSPACE HOSTING INC | COM | 750086100 | 3,882 | 99,210 | SH | DFND | 1 | 0 | 99,210 | 0 | |
| RADIAN GROUP INC | COM | 750236101 | 2,330 | 165,000 | SH | DFND | 1 | 0 | 165,000 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 32,383 | 183,400 | SH | DFND | 1 | 0 | 183,400 | 0 | |
| REALOGY HLDGS CORP | COM | 75605Y106 | 15,305 | 309,385 | SH | DFND | 1 | 0 | 309,385 | 0 | |
| RITE AID CORP | COM | 767754104 | 13,915 | 2,750,000 | SH | DFND | 1 | 0 | 2,750,000 | 0 | |
| ROCK-TENN CO | CL A | 772739207 | 16,182 | 154,100 | SH | DFND | 1 | 0 | 154,100 | 0 | |
| ROCKWOOD HLDGS INC | COM | 774415103 | 26,610 | 370,000 | SH | DFND | 1 | 0 | 370,000 | 0 | |
| ROSS STORES INC | COM | 778296103 | 17,908 | 239,000 | SH | DFND | 1 | 0 | 239,000 | 0 | |
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | 14,510 | 480,000 | SH | DFND | 1 | 0 | 480,000 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 11,714 | 130,000 | SH | DFND | 1 | 0 | 130,000 | 0 | |
| SEAWORLD ENTMT INC | COM | 81282V100 | 19,213 | 667,800 | SH | DFND | 1 | 0 | 667,800 | 0 | |
| SELECT COMFORT CORP | COM | 81616X103 | 13,709 | 650,000 | SH | DFND | 1 | 0 | 650,000 | 0 | |
| SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 3,877 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| SHERWIN WILLIAMS CO | COM | 824348106 | 6,423 | 35,000 | SH | DFND | 1 | 0 | 35,000 | 0 | |
| SILICON LABORATORIES INC | COM | 826919102 | 3,771 | 87,059 | SH | DFND | 1 | 0 | 87,059 | 0 | |
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 1,841 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| SOLARWINDS INC | COM | 83416B109 | 3,216 | 85,000 | SH | DFND | 1 | 0 | 85,000 | 0 | |
| SOUFUN HLDGS LTD | ADR | 836034108 | 7,005 | 85,000 | SH | DFND | 1 | 0 | 85,000 | 0 | |
| SPDR SERIES TRUST | PUT | 78464A755 | 8,416 | 200,000 | SH | Put | DFND | 1 | 0 | 200,000 | 0 |
| SPECTRANETICS CORP | COM | 84760C107 | 2,505 | 100,199 | SH | DFND | 1 | 0 | 100,199 | 0 | |
| SPLUNK INC | COM | 848637104 | 13,803 | 201,001 | SH | DFND | 1 | 0 | 201,001 | 0 | |
| SPROUTS FMRS MKT INC | COM | 85208M102 | 11,590 | 301,600 | SH | DFND | 1 | 0 | 301,600 | 0 | |
| STAPLES INC | COM | 855030102 | 5,959 | 375,000 | SH | DFND | 1 | 0 | 375,000 | 0 | |
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 6,356 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| STARWOOD PPTY TR INC | COM | 85571B105 | 3,463 | 125,000 | SH | DFND | 1 | 0 | 125,000 | 0 | |
| STILLWATER MNG CO | COM | 86074Q102 | 4,319 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| SUNEDISON INC | COM | 86732Y109 | 8,084 | 619,500 | SH | DFND | 1 | 0 | 619,500 | 0 | |
| SUNPOWER CORP | COM | 867652406 | 3,726 | 125,000 | SH | DFND | 1 | 0 | 125,000 | 0 | |
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 1,996 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 13,855 | 201,001 | SH | DFND | 1 | 0 | 201,001 | 0 | |
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 5,511 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| TEXTRON INC | COM | 883203101 | 14,153 | 385,000 | SH | DFND | 1 | 0 | 385,000 | 0 | |
| TEXTRON INC | CALL | 883203101 | 9,190 | 250,000 | SH | Call | DFND | 1 | 0 | 250,000 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 7,238 | 65,000 | SH | DFND | 1 | 0 | 65,000 | 0 | |
| THORATEC CORP | COM NEW | 885175307 | 2,379 | 65,000 | SH | DFND | 1 | 0 | 65,000 | 0 | |
| TIBCO SOFTWARE INC | COM | 88632Q103 | 4,046 | 180,000 | SH | DFND | 1 | 0 | 180,000 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 11,607 | 125,100 | SH | DFND | 1 | 0 | 125,100 | 0 | |
| TILE SHOP HLDGS INC | COM | 88677Q109 | 8,348 | 462,000 | SH | DFND | 1 | 0 | 462,000 | 0 | |
| TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 19,024 | 725,000 | SH | DFND | 1 | 0 | 725,000 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 13,456 | 400,000 | SH | DFND | 1 | 0 | 400,000 | 0 | |
| TOLL BROTHERS INC | COM | 889478103 | 2,590 | 70,000 | SH | DFND | 1 | 0 | 70,000 | 0 | |
| TRINITY INDS INC | COM | 896522109 | 3,271 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 17,891 | 216,001 | SH | DFND | 1 | 0 | 216,001 | 0 | |
| TRULIA INC | COM | 897888103 | 7,054 | 200,000 | SH | DFND | 1 | 0 | 200,000 | 0 | |
| TRW AUTOMOTIVE HLDGS CORP | COM | 87264S106 | 2,232 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| TWITTER INC | COM | 90184L102 | 4,519 | 71,001 | SH | DFND | 1 | 0 | 71,001 | 0 | |
| TYCO INTERNATIONAL LTD | SHS | H89128104 | 5,746 | 140,000 | SH | DFND | 1 | 0 | 140,000 | 0 | |
| TYCO INTERNATIONAL LTD | CALL | H89128104 | 6,566 | 160,000 | SH | Call | DFND | 1 | 0 | 160,000 | 0 |
| U S G CORP | COM NEW | 903293405 | 3,548 | 125,000 | SH | DFND | 1 | 0 | 125,000 | 0 | |
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 4,826 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| UNION PAC CORP | COM | 907818108 | 21,000 | 125,000 | SH | DFND | 1 | 0 | 125,000 | 0 | |
| UNITED CONTL HLDGS INC | COM | 910047109 | 2,043 | 54,000 | SH | DFND | 1 | 0 | 54,000 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 3,118 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| UNITED STATES STL CORP NEW | CALL | 912909108 | 3,688 | 125,000 | SH | Call | DFND | 1 | 0 | 125,000 | 0 |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 5,690 | 50,000 | SH | DFND | 1 | 0 | 50,000 | 0 | |
| VALSPAR CORP | CALL | 920355104 | 7,129 | 100,000 | SH | Call | DFND | 1 | 0 | 100,000 | 0 |
| VENTAS INC | COM | 92276F100 | 8,592 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| VISA INC | COM CL A | 92826C839 | 22,268 | 100,001 | SH | DFND | 1 | 0 | 100,001 | 0 | |
| VISTEON CORP | COM NEW | 92839U206 | 4,913 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| VITAMIN SHOPPE INC | COM | 92849E101 | 6,725 | 129,300 | SH | DFND | 1 | 0 | 129,300 | 0 | |
| VOCERA COMMUNICATIONS INC | COM | 92857F107 | 5,955 | 381,500 | SH | DFND | 1 | 0 | 381,500 | 0 | |
| VULCAN MATLS CO | COM | 929160109 | 891 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| WATSCO INC | COM | 942622200 | 12,968 | 135,000 | SH | DFND | 1 | 0 | 135,000 | 0 | |
| WEBMD HEALTH CORP | COM | 94770V102 | 6,755 | 171,001 | SH | DFND | 1 | 0 | 171,001 | 0 | |
| WELLCARE HEALTH PLANS INC | COM | 94946T106 | 7,042 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| WESTLAKE CHEM CORP | COM | 960413102 | 14,038 | 115,000 | SH | DFND | 1 | 0 | 115,000 | 0 | |
| WHIRLPOOL CORP | COM | 963320106 | 24,784 | 158,000 | SH | DFND | 1 | 0 | 158,000 | 0 | |
| WILLIAMS COS INC DEL | COM | 969457100 | 4,821 | 125,000 | SH | DFND | 1 | 0 | 125,000 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 12,557 | 151,001 | SH | DFND | 1 | 0 | 151,001 | 0 | |
| WRIGHT MED GROUP INC | COM | 98235T107 | 13,820 | 450,000 | SH | DFND | 1 | 0 | 450,000 | 0 | |
| YELP INC | CL A | 985817105 | 4,896 | 71,001 | SH | DFND | 1 | 0 | 71,001 | 0 | |
| ZOETIS INC | CL A | 98978V103 | 3,596 | 110,000 | SH | DFND | 1 | 0 | 110,000 | 0 | |