ALCOA INC COM 013817101 141 17354 SH DFND 1 17354 0 0 CHENIERE ENERGY INC COM NEW 16411R208 3653 107000 SH DFND 1 107000 0 0 CLIFFS NAT RES INC COM 18683K101 4756 232000 SH DFND 1 232000 0 0 DISH NETWORK CORP CL A 25470M109 7256 161200 SH DFND 1 161200 0 0 E HOUSE CHINA HLDGS LTD ADR 26852W103 4007 437000 SH DFND 1 437000 0 0 HORNBECK OFFSHORE SVCS INC N COM 440543106 7237 126000 SH DFND 1 126000 0 0 INTREPID POTASH INC COM 46121Y102 2890 184285 SH DFND 1 184285 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5309 72500 SH DFND 1 72500 0 0 MARKET VECTORS ETF TR INDONESIA ETF 57060U753 574 25000 SH DFND 1 25000 0 0 MONSANTO CO NEW COM 61166W101 8454 81000 SH DFND 1 81000 0 0 NAVISTAR INTL CORP NEW COM 63934E108 5107 140000 SH DFND 1 140000 0 0 PITNEY BOWES INC COM 724479100 2910 160000 SH DFND 1 160000 0 0 RITCHIE BROS AUCTIONEERS COM 767744105 1413 70000 SH DFND 1 70000 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 6426 175000 SH DFND 1 175000 0 0 SCHLUMBERGER LTD COM 806857108 5920 67000 SH DFND 1 67000 0 0 SIRIUS XM RADIO INC COM 82967N108 5115 1320000 SH DFND 1 1320000 0 0 SPRINT CORP COM SER 1 85207U105 5255 845000 SH DFND 1 845000 0 0 SUSSER HLDGS CORP COM 869233106 7340 138107 SH DFND 1 138107 0 0 TAMINCO CORP COM 87509U106 1287 63389 SH DFND 1 63389 0 0 TRIMBLE NAVIGATION LTD COM 896239100 917 30879 SH DFND 1 30879 0 0 UNITED RENTALS INC COM 911363109 2332 40000 SH DFND 1 40000 0 0 WESCO AIRCRAFT HLDGS INC COM 950814103 3045 145500 SH DFND 1 145500 0 0 WESTLAKE CHEM CORP COM 960413102 6112 58400 SH DFND 1 58400 0 0 WISDOMTREE TR INDIA ERNGS FD 97717W422 475 31000 SH DFND 1 31000 0 0 YY INC ADS REPCOM CLA 98426T106 4584 98000 SH DFND 1 98000 0 0