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
AMERCO COM 023586100 46,199 125,000 SH   DFND 1 125,000 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 32,844 1,400,000 SH   DFND 1 1,400,000 0 0
B/E AEROSPACE INC COM 073302101 24,076 400,000 SH   DFND 1 400,000 0 0
BANK AMER CORP COM 060505104 154,700 7,000,000 SH   DFND 1 7,000,000 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 17,942 570,300 SH   DFND 1 570,300 0 0
BOSTON BEER INC CL A 100557107 35,669 210,000 SH   DFND 1 210,000 0 0
CITIGROUP INC COM NEW 172967424 133,718 2,250,000 SH   DFND 1 2,250,000 0 0
COCA COLA CO COM 191216100 62,190 1,500,000 SH   DFND 1 1,500,000 0 0
COLGATE PALMOLIVE CO COM 194162103 42,536 650,000 SH   DFND 1 650,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 4,717 85,807 SH   DFND 1 85,807 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 17,864 700,000 SH   DFND 1 700,000 0 0
INTERSIL CORP CL A 46069S109 17,071 765,500 SH   DFND 1 765,500 0 0
KCG HLDGS INC CL A 48244B100 6,625 500,000 SH   DFND 1 500,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 140,336 2,490,000 SH   DFND 1 2,490,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 2,898 40,000 SH   DFND 1 40,000 0 0
LIBERTY INTERACTIVE CORP LBT VEN COM A NE 53071M856 27,653 750,000 SH   DFND 1 750,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 4,315 125,000 SH   DFND 1 125,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 8,310 245,000 SH   DFND 1 245,000 0 0
LINEAR TECHNOLOGY CORP COM 535678106 47,254 757,875 SH   DFND 1 757,875 0 0
MONSANTO CO NEW COM 61166W101 73,016 694,000 SH   DFND 1 694,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 163,922 1,672,500 SH   DFND 1 1,672,500 0 0
OFFICE DEPOT INC COM 676220106 11,300 2,500,000 SH   DFND 1 2,500,000 0 0
PANDORA MEDIA INC COM 698354107 6,520 500,000 SH   DFND 1 500,000 0 0
PENN NATL GAMING INC COM 707569109 11,377 825,000 SH   DFND 1 825,000 0 0
REYNOLDS AMERICAN INC COM 761713106 26,238 468,200 SH   DFND 1 468,200 0 0
RITE AID CORP COM 767754104 16,480 2,000,000 SH Put DFND 1 2,000,000 0 0
RITE AID CORP COM 767754104 88,621 10,755,000 SH   DFND 1 10,755,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 116,250 5,000,000 SH Put DFND 1 5,000,000 0 0
SYNGENTA AG SPONSORED ADR 87160A100 1,539 19,471 SH   DFND 1 19,471 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 27,374 630,000 SH   DFND 1 630,000 0 0
TIFFANY & CO NEW COM 886547108 77,430 1,000,000 SH   DFND 1 1,000,000 0 0
TIME WARNER INC COM NEW 887317303 91,704 950,000 SH   DFND 1 950,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 44,963 1,650,000 SH   DFND 1 1,650,000 0 0
UNDER ARMOUR INC CL C 904311206 3,776 150,000 SH   DFND 1 150,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 10,164 700,000 SH   DFND 1 700,000 0 0
VALSPAR CORP COM 920355104 149,281 1,440,800 SH   DFND 1 1,440,800 0 0
WHITEWAVE FOODS CO COM 966244105 150,676 2,710,000 SH   DFND 1 2,710,000 0 0