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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 7,492 190,000 SH   DFND 1,2,3 0 190,000 0
ACCURAY INC COM 004397105 8,118 1,100,000 SH   DFND 1,2,3 0 1,100,000 0
ACTAVIS INC COM 00507K103 13,680 95,000 SH   DFND 1,2,3 0 95,000 0
ADTRAN INC COM 00738A106 4,893 183,678 SH   DFND 1,2,3 0 183,678 0
ADVANCED MICRO DEVICES INC COM 007903107 65 17,138 SH   DFND 1,2,3 0 17,138 0
AGILENT TECHNOLOGIES INC COM 00846U101 20,759 405,058 SH   DFND 1,2,3 0 405,058 0
ALTERA CORP COM 021441100 82 2,210 SH   DFND 1,2,3 0 2,210 0
AMERICAN ELEC PWR INC COM 025537101 116,620 2,690,203 SH   DFND 1,2,3 0 2,690,203 0
ANADARKO PETE CORP COM 032511107 16,785 180,500 SH   DFND 1,2,3 0 180,500 0
ANALOG DEVICES INC COM 032654105 75 1,588 SH   DFND 1,2,3 0 1,588 0
APPLIED MATLS INC COM 038222105 81 4,624 SH   DFND 1,2,3 0 4,624 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 86 872 SH   DFND 1,2,3 0 872 0
ASSOCIATED BANC CORP COM 045487105 2,012 129,900 SH   DFND 1,2,3 0 129,900 0
ASSURED GUARANTY LTD COM G0585R106 1,263 67,366 SH   DFND 1,2,3 0 67,366 0
ASSURED GUARANTY LTD COM G0585R106 11,250 600,000 SH Call DFND 1,2,3 0 0 600,000
ATMEL CORP COM 049513104 73 9,777 SH   DFND 1,2,3 0 9,777 0
AUTONATION INC COM 05329W102 18,269 350,187 SH   DFND 1,2,3 0 350,187 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 85 1,976 SH   DFND 1,2,3 0 1,976 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 4,748 109,627 SH   DFND 1,2,3 0 109,627 0
BAKER HUGHES INC COM 057224107 20,868 425,000 SH   DFND 1,2,3 0 425,000 0
BANCORPSOUTH INC COM 059692103 319 15,995 SH   DFND 1,2,3 0 15,995 0
BANK HAWAII CORP COM 062540109 7,960 146,192 SH   DFND 1,2,3 0 146,192 0
BANK NEW YORK MELLON CORP COM 064058100 1,153 38,185 SH   DFND 1,2,3 0 38,185 0
BARRETT BILL CORP COM 06846N104 6,078 242,061 SH   DFND 1,2,3 0 242,061 0
BB&T CORP COM 054937107 4,092 121,259 SH   DFND 1,2,3 0 121,259 0
BERRY PETE CO CL A 085789105 1,294 30,000 SH   DFND 1,2,3 0 30,000 0
BEST BUY INC COM 086516101 898 23,954 SH   DFND 1,2,3 0 23,954 0
BIO RAD LABS INC CL A 090572207 6,257 53,220 SH   DFND 1,2,3 0 53,220 0
BROADCOM CORP CL A 111320107 57 2,190 SH   DFND 1,2,3 0 2,190 0
BROWN & BROWN INC COM 115236101 1,901 59,229 SH   DFND 1,2,3 0 59,229 0
BRUKER CORP COM 116794108 15,488 750,000 SH   DFND 1,2,3 0 750,000 0
CABOT MICROELECTRONICS CORP COM 12709P103 81 2,102 SH   DFND 1,2,3 0 2,102 0
CABOT OIL & GAS CORP COM 127097103 46,277 1,240,000 SH   DFND 1,2,3 0 1,240,000 0
CALPINE CORP COM NEW 131347304 5,732 295,000 SH   DFND 1,2,3 0 295,000 0
CAMERON INTERNATIONAL CORP COM 13342B105 18,104 310,156 SH   DFND 1,2,3 0 310,156 0
CAPITAL ONE FINL CORP COM 14040H105 1,141 16,598 SH   DFND 1,2,3 0 16,598 0
CARDINAL HEALTH INC COM 14149Y108 16,239 311,393 SH   DFND 1,2,3 0 311,393 0
CBL & ASSOC PPTYS INC COM 124830100 1,758 92,028 SH   DFND 1,2,3 0 92,028 0
CHENIERE ENERGY INC COM NEW 16411R208 41,786 1,223,959 SH   DFND 1,2,3 0 1,223,959 0
CHEVRON CORP NEW COM 166764100 23,450 193,000 SH   DFND 1,2,3 0 193,000 0
CHUBB CORP COM 171232101 19,615 219,746 SH   DFND 1,2,3 0 219,746 0
CIMAREX ENERGY CO COM 171798101 13,881 143,994 SH   DFND 1,2,3 0 143,994 0
CITRIX SYS INC COM 177376100 2,638 37,366 SH   DFND 1,2,3 0 37,366 0
CITY NATL CORP COM 178566105 11,095 166,446 SH   DFND 1,2,3 0 166,446 0
CLECO CORP NEW COM 12561W105 6,627 147,793 SH   DFND 1,2,3 0 147,793 0
CMS ENERGY CORP COM 125896100 66,653 2,532,425 SH   DFND 1,2,3 0 2,532,425 0
COBALT INTL ENERGY INC COM 19075F106 10,243 412,025 SH   DFND 1,2,3 0 412,025 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,234 27,205 SH   DFND 1,2,3 0 27,205 0
COLONIAL PPTYS TR COM SH BEN INT 195872106 2,094 93,111 SH   DFND 1,2,3 0 93,111 0
CONCHO RES INC COM 20605P101 40,297 370,340 SH   DFND 1,2,3 0 370,340 0
CONSOL ENERGY INC COM 20854P109 25,414 755,250 SH   DFND 1,2,3 0 755,250 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 2,106 91,156 SH   DFND 1,2,3 0 91,156 0
COVANCE INC COM 222816100 5,657 65,433 SH   DFND 1,2,3 0 65,433 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 62 6,661 SH   DFND 1,2,3 0 6,661 0
D R HORTON INC COM 23331A109 6,230 320,631 SH   DFND 1,2,3 0 320,631 0
DCT INDUSTRIAL TRUST INC COM 233153105 1,996 277,550 SH   DFND 1,2,3 0 277,550 0
DDR CORP COM 23317H102 3,947 251,268 SH   DFND 1,2,3 0 251,268 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 1,794 89,046 SH   DFND 1,2,3 0 89,046 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,595 110,000 SH   DFND 1,2,3 0 110,000 0
DENTSPLY INTL INC NEW COM 249030107 1,032 23,780 SH   DFND 1,2,3 0 23,780 0
DIAMONDROCK HOSPITALITY CO COM 252784301 1,882 176,350 SH   DFND 1,2,3 0 176,350 0
DINEEQUITY INC COM 254423106 1,125 16,300 SH   DFND 1,2,3 0 16,300 0
DISCOVER FINL SVCS COM 254709108 1,071 21,200 SH   DFND 1,2,3 0 21,200 0
DOMINION RES INC VA NEW COM 25746U109 90,908 1,455,000 SH   DFND 1,2,3 0 1,455,000 0
DUKE ENERGY CORP NEW COM NEW 26441C204 8,742 130,909 SH   DFND 1,2,3 0 130,909 0
DUNKIN BRANDS GROUP INC COM 265504100 1,543 34,100 SH   DFND 1,2,3 0 34,100 0
EDISON INTL COM 281020107 8,363 181,559 SH   DFND 1,2,3 0 181,559 0
EDUCATION RLTY TR INC COM 28140H104 936 102,858 SH   DFND 1,2,3 0 102,858 0
ENERGEN CORP COM 29265N108 29,028 380,000 SH   DFND 1,2,3 0 380,000 0
ENSCO PLC SHS CLASS A G3157S106 10,528 195,869 SH   DFND 1,2,3 0 195,869 0
ENTEGRIS INC COM 29362U104 78 7,688 SH   DFND 1,2,3 0 7,688 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 6,768 260,000 SH   DFND 1,2,3 0 260,000 0
EOG RES INC COM 26875P101 15,235 90,000 SH   DFND 1,2,3 0 90,000 0
EPAM SYS INC COM 29414B104 4,150 120,300 SH   DFND 1,2,3 0 120,300 0
EQT CORP COM 26884L109 51,526 580,770 SH   DFND 1,2,3 0 580,770 0
ESSEX PPTY TR INC COM 297178105 2,438 16,505 SH   DFND 1,2,3 0 16,505 0
EVEREST RE GROUP LTD COM G3223R108 4,934 33,932 SH   DFND 1,2,3 0 33,932 0
EXTREME NETWORKS INC COM 30226D106 1,394 266,970 SH   DFND 1,2,3 0 266,970 0
FAMILY DLR STORES INC COM 307000109 743 10,315 SH   DFND 1,2,3 0 10,315 0
FIFTH THIRD BANCORP COM 316773100 2,224 123,200 SH   DFND 1,2,3 0 123,200 0
FLUOR CORP NEW COM 343412102 450 6,346 SH   DFND 1,2,3 0 6,346 0
FMC TECHNOLOGIES INC COM 30249U101 209 3,778 SH   DFND 1,2,3 0 3,778 0
FOREST CITY ENTERPRISES INC CL A 345550107 281 14,849 SH   DFND 1,2,3 0 14,849 0
FORTINET INC COM 34959E109 5,977 295,000 SH   DFND 1,2,3 0 295,000 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 84 5,034 SH   DFND 1,2,3 0 5,034 0
FRESH MKT INC COM 35804H106 4,474 94,567 SH   DFND 1,2,3 0 94,567 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 495 25,636 SH   DFND 1,2,3 0 25,636 0
GOOGLE INC CL A 38259P508 3,066 3,500 SH   DFND 1,2,3 0 3,500 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,297 27,535 SH   DFND 1,2,3 0 27,535 0
GULFPORT ENERGY CORP COM NEW 402635304 34,443 535,325 SH   DFND 1,2,3 0 535,325 0
HANCOCK HLDG CO COM 410120109 8,942 284,970 SH   DFND 1,2,3 0 284,970 0
HARTFORD FINL SVCS GROUP INC COM 416515104 1,071 34,400 SH   DFND 1,2,3 0 34,400 0
HASBRO INC COM 418056107 852 18,066 SH   DFND 1,2,3 0 18,066 0
HCP INC COM 40414L109 3,950 96,450 SH   DFND 1,2,3 0 96,450 0
HD SUPPLY HLDGS INC COM 40416M105 27,649 1,258,502 SH   DFND 1,2,3 0 1,258,502 0
HEALTHCARE RLTY TR COM 421946104 1,528 66,105 SH   DFND 1,2,3 0 66,105 0
HERCULES OFFSHORE INC COM 427093109 6,955 944,835 SH   DFND 1,2,3 0 944,835 0
HESS CORP COM 42809H107 16,860 218,000 SH   DFND 1,2,3 0 218,000 0
HITTITE MICROWAVE CORP COM 43365Y104 82 1,257 SH   DFND 1,2,3 0 1,257 0
HOME DEPOT INC COM 437076102 1,024 13,500 SH   DFND 1,2,3 0 13,500 0
HUMANA INC COM 444859102 11,688 125,235 SH   DFND 1,2,3 0 125,235 0
HUNTSMAN CORP COM 447011107 29,910 1,451,223 SH   DFND 1,2,3 0 1,451,223 0
ICON PLC SHS G4705A100 12,866 314,344 SH   DFND 1,2,3 0 314,344 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 84 8,961 SH   DFND 1,2,3 0 8,961 0
INTEGRYS ENERGY GROUP INC COM 45822P105 4,119 73,701 SH   DFND 1,2,3 0 73,701 0
INTERCONTINENTAL HTLS GRP PL SPON ADR NEW 12 45857P400 277 9,500 SH   DFND 1,2,3 0 9,500 0
INTERSIL CORP CL A 46069S109 105 9,323 SH   DFND 1,2,3 0 9,323 0
INVENSENSE INC COM 46123D205 85 4,814 SH   DFND 1,2,3 0 4,814 0
INVESCO LTD SHS G491BT108 2,058 64,500 SH   DFND 1,2,3 0 64,500 0
JACK IN THE BOX INC COM 466367109 602 15,060 SH   DFND 1,2,3 0 15,060 0
JPMORGAN CHASE & CO COM 46625H100 2,000 38,700 SH   DFND 1,2,3 0 38,700 0
KILROY RLTY CORP COM 49427F108 2,080 41,638 SH   DFND 1,2,3 0 41,638 0
KLA-TENCOR CORP COM 482480100 77 1,273 SH   DFND 1,2,3 0 1,273 0
KOHLS CORP COM 500255104 1,202 23,235 SH   DFND 1,2,3 0 23,235 0
KULICKE & SOFFA INDS INC COM 501242101 79 6,815 SH   DFND 1,2,3 0 6,815 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 17,845 180,000 SH   DFND 1,2,3 0 180,000 0
LAM RESEARCH CORP COM 512807108 78 1,526 SH   DFND 1,2,3 0 1,526 0
LEGG MASON INC COM 524901105 2,001 59,845 SH   DFND 1,2,3 0 59,845 0
LENNAR CORP CL A 526057104 378 10,680 SH   DFND 1,2,3 0 10,680 0
LIBERTY PPTY TR SH BEN INT 531172104 3,423 96,149 SH   DFND 1,2,3 0 96,149 0
LINEAR TECHNOLOGY CORP COM 535678106 77 1,930 SH   DFND 1,2,3 0 1,930 0
LSI CORPORATION COM 502161102 79 10,155 SH   DFND 1,2,3 0 10,155 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 18,308 250,000 SH   DFND 1,2,3 0 250,000 0
M D C HLDGS INC COM 552676108 1,842 61,380 SH   DFND 1,2,3 0 61,380 0
M/I HOMES INC COM 55305B101 3,164 153,448 SH   DFND 1,2,3 0 153,448 0
MAGNUM HUNTER RES CORP DEL COM 55973B102 2,252 365,000 SH   DFND 1,2,3 0 365,000 0
MARRIOTT INTL INC NEW CL A 571903202 3,870 92,009 SH   DFND 1,2,3 0 92,009 0
MARSH & MCLENNAN COS INC COM 571748102 9,098 208,905 SH   DFND 1,2,3 0 208,905 0
MAXIM INTEGRATED PRODS INC COM 57772K101 3,410 114,344 SH   DFND 1,2,3 0 114,344 0
MEDASSETS INC COM 584045108 12,259 482,267 SH   DFND 1,2,3 0 482,267 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 56 1,485 SH   DFND 1,2,3 0 1,485 0
METHANEX CORP COM 59151K108 18,524 361,307 SH   DFND 1,2,3 0 361,307 0
METLIFE INC COM 59156R108 7,507 159,900 SH   DFND 1,2,3 0 159,900 0
MGIC INVT CORP WIS COM 552848103 1,456 200,000 SH   DFND 1,2,3 0 200,000 0
MGIC INVT CORP WIS COM 552848103 5,096 700,000 SH Call DFND 1,2,3 0 0 700,000
MICROCHIP TECHNOLOGY INC COM 595017104 79 1,959 SH   DFND 1,2,3 0 1,959 0
MICRON TECHNOLOGY INC COM 595112103 1,881 107,649 SH   DFND 1,2,3 0 107,649 0
MICROSEMI CORP COM 595137100 76 3,125 SH   DFND 1,2,3 0 3,125 0
MID-AMER APT CMNTYS INC COM 59522J103 138 2,204 SH   DFND 1,2,3 0 2,204 0
MKS INSTRUMENT INC COM 55306N104 71 2,655 SH   DFND 1,2,3 0 2,655 0
MONOLITHIC PWR SYS INC COM 609839105 91 3,021 SH   DFND 1,2,3 0 3,021 0
MORGAN STANLEY COM NEW 617446448 6,778 251,487 SH   DFND 1,2,3 0 251,487 0
NETAPP INC COM 64110D104 2,300 53,973 SH   DFND 1,2,3 0 53,973 0
NEWFIELD EXPL CO COM 651290108 8,568 313,056 SH   DFND 1,2,3 0 313,056 0
NEXTERA ENERGY INC COM 65339F101 298 3,723 SH   DFND 1,2,3 0 3,723 0
NISOURCE INC COM 65473P105 9,267 300,000 SH   DFND 1,2,3 0 300,000 0
NOBLE CORPORATION BAAR NAMEN -AKT H5833N103 151 4,000 SH   DFND 1,2,3 0 4,000 0
NOBLE ENERGY INC COM 655044105 1,072 16,000 SH   DFND 1,2,3 0 16,000 0
NORTHERN OIL & GAS INC NEV COM 665531109 3,028 209,834 SH   DFND 1,2,3 0 209,834 0
NORTHERN TR CORP COM 665859104 25 451 SH   DFND 1,2,3 0 451 0
NRG ENERGY INC COM NEW 629377508 14,485 530,000 SH   DFND 1,2,3 0 530,000 0
NXP SEMICONDUCTORS N V COM N6596X109 88 2,372 SH   DFND 1,2,3 0 2,372 0
OCCIDENTAL PETE CORP DEL COM 674599105 27,461 293,576 SH   DFND 1,2,3 0 293,576 0
OGE ENERGY CORP COM 670837103 24,986 692,322 SH   DFND 1,2,3 0 692,322 0
OIL STS INTL INC COM 678026105 7,505 72,537 SH   DFND 1,2,3 0 72,537 0
ON SEMICONDUCTOR CORP COM 682189105 68 9,289 SH   DFND 1,2,3 0 9,289 0
ONE LIBERTY PPTYS INC COM 682406103 171 8,440 SH   DFND 1,2,3 0 8,440 0
ONEOK INC NEW COM 682680103 8,261 154,924 SH   DFND 1,2,3 0 154,924 0
ORACLE CORP COM 68389X105 1,367 41,219 SH   DFND 1,2,3 0 41,219 0
PACIRA PHARMACEUTICALS INC COM 695127100 1,442 30,000 SH   DFND 1,2,3 0 30,000 0
PARTNERRE LTD COM G6852T105 4,277 46,726 SH   DFND 1,2,3 0 46,726 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 527 28,177 SH   DFND 1,2,3 0 28,177 0
PEPCO HOLDINGS INC COM 713291102 3,802 205,960 SH   DFND 1,2,3 0 205,960 0
PIONEER NAT RES CO COM 723787107 19,376 102,628 SH   DFND 1,2,3 0 102,628 0
PMC-SIERRA INC COM 69344F106 77 11,643 SH   DFND 1,2,3 0 11,643 0
PNM RES INC COM 69349H107 19,254 850,815 SH   DFND 1,2,3 0 850,815 0
PORTLAND GEN ELEC CO COM NEW 736508847 15,827 560,633 SH   DFND 1,2,3 0 560,633 0
POWER INTEGRATIONS INC COM 739276103 94 1,731 SH   DFND 1,2,3 0 1,731 0
PPL CORP COM 69351T106 37,453 1,232,821 SH   DFND 1,2,3 0 1,232,821 0
PRINCIPAL FINL GROUP INC COM 74251V102 8,066 188,367 SH   DFND 1,2,3 0 188,367 0
PROOFPOINT INC COM 743424103 4,368 136,000 SH   DFND 1,2,3 0 136,000 0
QLIK TECHNOLOGIES INC COM 74733T105 1,937 56,588 SH   DFND 1,2,3 0 56,588 0
RADIAN GROUP INC COM 750236101 2,786 200,000 SH   DFND 1,2,3 0 200,000 0
RADIAN GROUP INC COM 750236101 7,036 505,100 SH Call DFND 1,2,3 0 0 505,100
REGIONS FINL CORP NEW COM 7591EP100 2,593 279,996 SH   DFND 1,2,3 0 279,996 0
RF MICRODEVICES INC COM 749941100 81 14,444 SH   DFND 1,2,3 0 14,444 0
ROSETTA RESOURCES INC COM 777779307 13,924 255,618 SH   DFND 1,2,3 0 255,618 0
ROSS STORES INC COM 778296103 1,120 15,391 SH   DFND 1,2,3 0 15,391 0
ROWAN COMPANIES PLC SHS CL A G7665A101 9,556 260,248 SH   DFND 1,2,3 0 260,248 0
RYLAND GROUP INC COM 783764103 1,971 48,625 SH   DFND 1,2,3 0 48,625 0
SABRA HEALTH CARE REIT INC COM 78573L106 2,324 101,013 SH   DFND 1,2,3 0 101,013 0
SCHLUMBERGER LTD COM 806857108 15,440 174,740 SH   DFND 1,2,3 0 174,740 0
SELECT INCOME REIT COM SH BEN INT 81618T100 1,996 77,377 SH   DFND 1,2,3 0 77,377 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 224 6,000 SH   DFND 1,2,3 0 6,000 0
SEMPRA ENERGY COM 816851109 29,917 349,498 SH   DFND 1,2,3 0 349,498 0
SEMTECH CORP COM 816850101 67 2,235 SH   DFND 1,2,3 0 2,235 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 178 7,624 SH   DFND 1,2,3 0 7,624 0
SERVICENOW INC COM 81762P102 963 18,543 SH   DFND 1,2,3 0 18,543 0
SILICON LABORATORIES INC COM 826919102 73 1,713 SH   DFND 1,2,3 0 1,713 0
SIMON PPTY GROUP INC NEW COM 828806109 1,501 10,128 SH   DFND 1,2,3 0 10,128 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 1,125 33,300 SH   DFND 1,2,3 0 33,300 0
SKYWORKS SOLUTIONS INC COM 83088M102 86 3,475 SH   DFND 1,2,3 0 3,475 0
SPIRIT RLTY CAP INC NEW COM 84860W102 3,939 429,097 SH   DFND 1,2,3 0 429,097 0
ST JUDE MED INC COM 790849103 22,123 412,442 SH   DFND 1,2,3 0 412,442 0
STARBUCKS CORP COM 855244109 1,530 19,880 SH   DFND 1,2,3 0 19,880 0
STMICROELECTRONICS N V NY REGISTRY 861012102 74 8,070 SH   DFND 1,2,3 0 8,070 0
SUMMIT HOTEL PPTYS COM 866082100 3,555 386,870 SH   DFND 1,2,3 0 386,870 0
SUNESIS PHARMACEUTICALS INC COM NEW 867328601 2,722 548,773 SH   DFND 1,2,3 0 548,773 0
SYMANTEC CORP COM 871503108 1,123 45,378 SH   DFND 1,2,3 0 45,378 0
TAYLOR MORRISON HOME CORP CL A 87724P106 258 11,379 SH   DFND 1,2,3 0 11,379 0
TERADYNE INC COM 880770102 68 4,109 SH   DFND 1,2,3 0 4,109 0
TESORO CORP COM 881609101 16,756 381,000 SH   DFND 1,2,3 0 381,000 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 8,178 178,208 SH   DFND 1,2,3 0 178,208 0
TIBCO SOFTWARE INC COM 88632Q103 3,839 150,000 SH   DFND 1,2,3 0 150,000 0
TIDEWATER INC COM 886423102 9,581 161,594 SH   DFND 1,2,3 0 161,594 0
TIM HORTONS INC COM 88706M103 1,385 23,880 SH   DFND 1,2,3 0 23,880 0
TORCHMARK CORP COM 891027104 8,660 119,700 SH   DFND 1,2,3 0 119,700 0
TRIQUINT SEMICONDUCTOR INC COM 89674K103 89 10,942 SH   DFND 1,2,3 0 10,942 0
U S AIRWAYS GROUP INC COM 90341W108 1,043 55,000 SH   DFND 1,2,3 0 55,000 0
ULTRATECH INC COM 904034105 63 2,070 SH   DFND 1,2,3 0 2,070 0
UMPQUA HLDGS CORP COM 904214103 315 19,400 SH   DFND 1,2,3 0 19,400 0
UNITED CONTL HLDGS INC COM 910047109 2,887 94,000 SH   DFND 1,2,3 0 94,000 0
UNITED STATES STL CORP NEW COM 912909108 14,413 700,000 SH Call DFND 1,2,3 0 0 700,000
UNIVERSAL HLTH SVCS INC CL B 913903100 17,693 235,943 SH   DFND 1,2,3 0 235,943 0
VALERO ENERGY CORP NEW COM 91913Y100 8,742 256,000 SH   DFND 1,2,3 0 256,000 0
VARIAN MED SYS INC COM 92220P105 13,216 176,850 SH   DFND 1,2,3 0 176,850 0
VITAMIN SHOPPE INC COM 92849E101 2,560 58,519 SH   DFND 1,2,3 0 58,519 0
VOCERA COMMUNICATIONS INC COM 92857F107 3,258 175,171 SH   DFND 1,2,3 0 175,171 0
WALTER ENERGY INC COM 93317Q105 1,824 130,000 SH   DFND 1,2,3 0 130,000 0
WEBSTER FINL CORP CONN COM 947890109 11,820 463,004 SH   DFND 1,2,3 0 463,004 0
WELLS FARGO & CO NEW COM 949746101 1,818 44,003 SH   DFND 1,2,3 0 44,003 0
WESTAR ENERGY INC COM 95709T100 825 26,928 SH   DFND 1,2,3 0 26,928 0
WESTERN REFNG INC COM 959319104 14,294 475,832 SH   DFND 1,2,3 0 475,832 0
WHITING PETE CORP NEW COM 966387102 11,188 186,929 SH   DFND 1,2,3 0 186,929 0
WYNDHAM WORLDWIDE CORP COM 98310W108 3,353 55,000 SH   DFND 1,2,3 0 55,000 0
XILINX INC COM 983919101 85 1,821 SH   DFND 1,2,3 0 1,821 0
XL GROUP PLC SHS G98290102 1,925 62,471 SH   DFND 1,2,3 0 62,471 0
ZIONS BANCORPORATION COM 989701107 6,793 247,743 SH   DFND 1,2,3 0 247,743 0