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63000 SH DFND 1,2,3 63000 0 0 PACCAR INC COM 693718108 34727 550000 SH DFND 1,2,3 550000 0 0 PALO ALTO NETWORKS INC COM 697435105 2922 20000 SH DFND 1,2,3 20000 0 0 PATTERSON UTI ENERGY INC COM 703481101 1416 75400 SH DFND 1,2,3 75400 0 0 PRICELINE GRP INC COM NEW 741503403 1513 1300 SH DFND 1,2,3 1300 0 0 PULTE GROUP INC COM 745867101 41335 1859429 SH DFND 1,2,3 1859429 0 0 QUANEX BUILDING PRODUCTS COR COM 747619104 59033 2990520 SH DFND 1,2,3 2990520 0 0 RYLAND GROUP INC COM 783764103 63628 1305454 SH DFND 1,2,3 1305454 0 0 SCHWAB CHARLES CORP NEW COM 808513105 7306 240000 SH DFND 1,2,3 240000 0 0 SIGNATURE BK NEW YORK N Y COM 82669G104 3240 25000 SH DFND 1,2,3 25000 0 0 SIGNET JEWELERS LIMITED SHS G81276100 12769 92002 SH DFND 1,2,3 92002 0 0 SILVER WHEATON CORP COM 828336107 5858 308000 SH DFND 1,2,3 308000 0 0 SMUCKER J M CO COM NEW 832696405 3472 30000 SH DFND 1,2,3 30000 0 0 STOCK BLDG SUPPLY HLDGS INC COM 86101X104 34771 1925300 SH DFND 1,2,3 1925300 0 0 SWIFT TRANSN CO CL A 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