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 |
| ANADARKO PETE CORP | COM | 032511107 | 79,320 | 1,000,000 | SH | Call | DFND | 1 | 1,000,000 | 0 | 0 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 155,257 | 1,458,360 | SH | DFND | 1 | 1,458,360 | 0 | 0 | |
| AUTODESK INC | COM | 052769106 | 454,182 | 9,026,060 | SH | DFND | 1 | 9,026,060 | 0 | 0 | |
| BHP BILLITON LTD | SPONSORED ADR | 088606108 | 109,120 | 1,600,000 | SH | Put | DFND | 1 | 1,600,000 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 181,088 | 12,916,390 | SH | DFND | 1 | 12,916,390 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 376,767 | 5,911,000 | SH | DFND | 1 | 5,911,000 | 0 | 0 | |
| CENTERPOINT ENERGY INC | COM | 15189T107 | 271,239 | 11,701,435 | SH | DFND | 1 | 11,701,435 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 193,169 | 4,479,810 | SH | DFND | 1 | 4,479,810 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 447,241 | 10,372,000 | SH | Call | DFND | 1 | 10,372,000 | 0 | 0 |
| CHENIERE ENERGY PTNRS LP HLD | COM REP LLC IN | 16411W108 | 3,397 | 181,172 | SH | DFND | 1 | 181,172 | 0 | 0 | |
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 335,071 | 7,592,819 | SH | DFND | 1 | 7,592,819 | 0 | 0 | |
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 220,650 | 5,000,000 | SH | Call | DFND | 1 | 5,000,000 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 | 106,428 | 2,048,068 | SH | DFND | 1 | 2,048,068 | 0 | 0 | |
| COMCAST CORP NEW | CL A SPL | 20030N200 | 26,835 | 538,000 | SH | DFND | 1 | 538,000 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 169,795 | 2,931,540 | SH | DFND | 1 | 2,931,540 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 764,000 | 10,000,000 | SH | Call | DFND | 1 | 10,000,000 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 | 448,426 | 7,434,124 | SH | DFND | 1 | 7,434,124 | 0 | 0 | |
| DOLLAR GEN CORP NEW | COM | 256677105 | 422,240 | 7,000,000 | SH | Call | DFND | 1 | 7,000,000 | 0 | 0 |
| ENERGY TRANSFER PRTNRS L P | UNIT LTD PARTN | 29273R109 | 14,313 | 250,000 | SH | Call | DFND | 1 | 250,000 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | 657,800 | 6,500,000 | SH | Put | DFND | 1 | 6,500,000 | 0 | 0 |
| FAMILY DLR STORES INC | COM | 307000109 | 93,939 | 1,445,888 | SH | DFND | 1 | 1,445,888 | 0 | 0 | |
| FREEPORT-MCMORAN COPPER & GO | COM | 35671D857 | 37,740 | 1,000,000 | SH | Call | DFND | 1 | 1,000,000 | 0 | 0 |
| FREEPORT-MCMORAN COPPER & GO | COM | 35671D857 | 75,480 | 2,000,000 | SH | Put | DFND | 1 | 2,000,000 | 0 | 0 |
| GOOGLE INC | CL A | 38259P508 | 119,060 | 106,236 | SH | DFND | 1 | 106,236 | 0 | 0 | |
| HUNTSMAN CORP | COM | 447011107 | 281,670 | 11,450,000 | SH | DFND | 1 | 11,450,000 | 0 | 0 | |
| INTEROIL CORP | COM | 460951106 | 20,596 | 400,000 | SH | DFND | 1 | 400,000 | 0 | 0 | |
| IPG PHOTONICS CORP | COM | 44980X109 | 15,522 | 200,000 | SH | DFND | 1 | 200,000 | 0 | 0 | |
| KINDER MORGAN INC DEL | COM | 49456B101 | 90,000 | 2,500,000 | SH | Call | DFND | 1 | 2,500,000 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 141,855 | 1,767,000 | SH | DFND | 1 | 1,767,000 | 0 | 0 | |
| NIELSEN HOLDINGS N V | COM | N63218106 | 318,286 | 6,935,843 | SH | DFND | 1 | 6,935,843 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 199,707 | 4,348,073 | SH | DFND | 1 | 4,348,073 | 0 | 0 | |
| OCCIDENTAL PETE CORP DEL | COM | 674599105 | 341,628 | 3,592,300 | SH | Call | DFND | 1 | 3,592,300 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 | 13,609 | 250,000 | SH | Call | DFND | 1 | 250,000 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-ENERGY | 81369Y506 | 885,100 | 10,000,000 | SH | Put | DFND | 1 | 10,000,000 | 0 | 0 |
| SEMGROUP CORP | CL A | 81663A105 | 115,609 | 1,772,331 | SH | DFND | 1 | 1,772,331 | 0 | 0 | |
| SPECTRA ENERGY CORP | COM | 847560109 | 18,209 | 511,200 | SH | Call | DFND | 1 | 511,200 | 0 | 0 |
| TIME WARNER CABLE INC | COM | 88732J207 | 266,956 | 1,970,156 | SH | DFND | 1 | 1,970,156 | 0 | 0 | |
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 81,772 | 847,200 | SH | DFND | 1 | 847,200 | 0 | 0 | |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 1,549,930 | 14,750,000 | SH | Call | DFND | 1 | 14,750,000 | 0 | 0 |
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 92857W209 | 440,378 | 11,202,704 | SH | DFND | 1 | 11,202,704 | 0 | 0 | |
| WESCO INTL INC | COM | 95082P105 | 118,274 | 1,298,716 | SH | DFND | 1 | 1,298,716 | 0 | 0 | |
| WILLIAMS COS INC DEL | COM | 969457100 | 672,483 | 17,435,401 | SH | DFND | 1 | 17,435,401 | 0 | 0 | |
| WILLIAMS PARTNERS L P | COM UNIT L P | 96950F104 | 25,430 | 500,000 | SH | Call | DFND | 1 | 500,000 | 0 | 0 |
| WYNN RESORTS LTD | COM | 983134107 | 202,304 | 1,041,678 | SH | DFND | 1 | 1,041,678 | 0 | 0 | |