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 |
| AMERICAN EXPRESS CO | COM | 025816109 | 70,794 | 955,000 | SH | DFND | 1 | 955,000 | 0 | 0 | |
| BANK AMER CORP | COM | 060505104 | 235,024 | 15,085,000 | SH | DFND | 1 | 15,085,000 | 0 | 0 | |
| HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 20,771 | 340,000 | SH | DFND | 1 | 340,000 | 0 | 0 | |
| MCGRAW HILL FINL INC | COM | 580645109 | 130,702 | 1,511,000 | SH | DFND | 1 | 1,511,000 | 0 | 0 | |
| SCHWAB CHARLES CORP NEW | COM | 808513105 | 306,646 | 10,736,900 | SH | DFND | 1 | 10,736,900 | 0 | 0 | |
| SUMMIT MATLS INC | CL A | 86614U100 | 16,668 | 888,000 | SH | DFND | 1 | 888,000 | 0 | 0 | |
| TESLA MTRS INC | COM | 88160R101 | 12,420 | 50,000 | SH | Put | DFND | 1 | 50,000 | 0 | 0 |
| VULCAN MATLS CO | COM | 929160109 | 145,197 | 1,627,772 | SH | DFND | 1 | 1,627,772 | 0 | 0 | |
| WELLS FARGO & CO NEW | COM | 949746101 | 484,044 | 9,426,375 | SH | DFND | 1 | 9,426,375 | 0 | 0 | |