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
APPLE INC COM 037833100 2,805 5,000 SH   DFND 1 5,000 0 0
ASCENT CAP GROUP INC COM SER A 043632108 684 8,000 SH   DFND   8,000 0 0
ASHLAND INC NEW COM 044209104 990 10,200 SH   DFND   10,200 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 1,322 25,000 SH   DFND 1 25,000 0 0
BOEING CO COM 097023105 3,412 25,000 SH   DFND 1 25,000 0 0
BROADCOM CORP CL A 111320107 1,482 50,000 SH   DFND 1 50,000 0 0
CANADIAN SOLAR INC COM 136635109 1,491 50,000 SH   DFND 1 50,000 0 0
CHART ACQUISTION CORP COM 161151105 10 1,000 SH   DFND   1,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,312 100,000 SH   DFND 1 100,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 5,404 65,000 SH   DFND 1 65,000 0 0
CIT GROUP INC COM NEW 125581801 521 10,000 SH   DFND   10,000 0 0
COPART INC COM 217204106 898 24,500 SH   DFND   24,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,428 12,000 SH   DFND   12,000 0 0
CREDIT SUISSE NASSAU BRH INVRS VIX MDTERM 22542D829 503 13,000 SH   DFND   13,000 0 0
CURRENCYSHARES EURO TR EURO SHS 23130C108 2,053 15,100 SH Put DFND   15,100 0 0
DISH NETWORK CORP CL A 25470M109 521 9,000 SH   DFND   9,000 0 0
EATON CORP PLC SHS G29183103 3,806 50,000 SH   DFND 1 50,000 0 0
FINISAR CORP COM NEW 31787A507 1,196 50,000 SH   DFND 1 50,000 0 0
FLOWSERVE CORP COM 34354P105 3,942 50,000 SH   DFND 1 50,000 0 0
FLUOR CORP NEW COM 343412102 5,219 65,000 SH   DFND 1 65,000 0 0
FOSTER WHEELER AG COM H27178104 6,600 200,000 SH   DFND 1 200,000 0 0
FOSTER WHEELER AG COM H27178104 3,300 100,000 SH Call DFND 1 100,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 2,831 75,000 SH Call DFND 1 75,000 0 0
GENCORP INC COM 368682100 288 16,000 SH   DFND   16,000 0 0
GT ADVANCE TECHNOLOGIES INC COM 36191U106 2,616 300,000 SH   DFND 1 300,000 0 0
GT ADVANCE TECHNOLOGIES INC COM 36191U106 872 100,000 SH Call DFND 1 100,000 0 0
HARBINGER GROUP INC COM 41146A106 393 33,200 SH   DFND   33,200 0 0
HONEYWELL INTL INC COM 438516106 5,482 60,000 SH   DFND 1 60,000 0 0
HONEYWELL INTL INC COM 438516106 9,137 100,000 SH Call DFND 1 100,000 0 0
HOWARD HUGHES CORP COM 44267D107 649 5,400 SH   DFND   5,400 0 0
HSN INC COM 404303109 779 12,500 SH   DFND   12,500 0 0
IMPERIAL HLDGS INC COM 452834104 282 43,075 SH   DFND   43,075 0 0
IRON MTN INC COM 462846106 1,062 35,000 SH   DFND   35,000 0 0
JOHNSON CTLS INC COM 478366107 2,565 50,000 SH   DFND 1 50,000 0 0
KERYX BIOPHARMACEUTICALS INC COM 492515101 1,295 100,000 SH   DFND 1 100,000 0 0
KERYX BIOPHARMACEUTICALS INC COM 492515101 1,295 100,000 SH Call DFND 1 100,000 0 0
LAM RESEARCH CORP COM 512807108 2,723 50,000 SH   DFND 1 50,000 0 0
LENNAR CORP CL A 526057104 3,560 90,000 SH   DFND 1 90,000 0 0
LEUCADIA NATL CORP COM 527288104 567 20,000 SH   DFND   20,000 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 587 20,000 SH   DFND   20,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 877 44,400 SH   DFND   44,400 0 0
LOWES COS INC COM 548661107 595 12,000 SH   DFND   12,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 471 8,000 SH   DFND   8,000 0 0
ORACLE CORP COM 68389X105 3,826 100,000 SH Call DFND 1 100,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,216 25,000 SH   DFND 1 25,000 0 0
PENNEY J C INC COM 708160106 343 37,500 SH Call DFND   37,500 0 0
PENNEY J C INC COM 708160106 686 75,000 SH Call DFND 1 75,000 0 0
PRECISION CASTPARTS CORP COM 740189105 6,733 25,000 SH   DFND 1 25,000 0 0
ROI ACQUISTION CORP II UNIT COM 74966G101 945 100,000 SH   DFND   100,000 0 0
ROI ACQUISTION CORP II UNIT *W EXP 99/99/9999 74966G119 35 100,000 SH   DFND   100,000 0 0
SALESFORCE COM INC COM 79466L302 1,932 35,000 SH   DFND 1 35,000 0 0
SCORPIO TANKERS INC SHS Y7542C106 206 17,500 SH   DFND   17,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,681 9,100 SH Put DFND   9,100 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 706 10,000 SH   DFND   10,000 0 0
SUNEDISON INC COM 86732Y109 2,284 175,000 SH   DFND 1 175,000 0 0
TIME WARNER CABLE INC COM 88732J207 1,220 9,000 SH   DFND   9,000 0 0
TIME WARNER CABLE INC COM 88732J207 3,388 25,000 SH   DFND 1 25,000 0 0
T-MOBILE US INC COM 872590104 2,103 62,500 SH   DFND 1 62,500 0 0
UNITED TECHNOLOGIES CORP COM 913017109 6,828 60,000 SH   DFND 1 60,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,780 75,000 SH   DFND 1 75,000 0 0
VMWARE INC CL A COM 928563402 2,243 25,000 SH   DFND 1 25,000 0 0