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 |
| Amtrust Financial Services Inc | COM | 032359309 | 29,788 | 748,059 | SH | DFND | 1 | 748,059 | 0 | 0 | |
| Amtrust Financial Services Inc | COM | 032359309 | 1,377 | 34,589 | SH | SOLE | 34,589 | 0 | 0 | ||
| Baidu Inc | SPON ADR REP A | 056752108 | 16,953 | 77,683 | SH | DFND | 1 | 77,683 | 0 | 0 | |
| Endo Pharmaceuticals Holdings | SHS | G30401106 | 26,734 | 391,190 | SH | DFND | 1 | 391,190 | 0 | 0 | |
| Endo Pharmaceuticals Holdings | SHS | G30401106 | 1,430 | 20,922 | SH | SOLE | 20,922 | 0 | 0 | ||
| Esterline Technologies Corp | COM | 297425100 | 34,049 | 306,005 | SH | DFND | 1 | 306,005 | 0 | 0 | |
| Esterline Technologies Corp | COM | 297425100 | 1,664 | 14,956 | SH | SOLE | 14,956 | 0 | 0 | ||
| HCA Holdings Inc | COM | 40412C101 | 9,732 | 138,000 | SH | DFND | 1 | 138,000 | 0 | 0 | |
| Liberty Global Inc | CL C | G5480U120 | 6,683 | 157,095 | SH | DFND | 1 | 157,095 | 0 | 0 | |
| Liberty Global Inc | CL A | G5480U104 | 12,292 | 299,707 | SH | DFND | 1 | 299,707 | 0 | 0 | |
| MasterCard Inc | CL A | 57636Q104 | 14,203 | 192,143 | SH | DFND | 1 | 192,143 | 0 | 0 | |
| Monsanto Co | COM | 61166W101 | 13,120 | 116,615 | SH | DFND | 1 | 116,615 | 0 | 0 | |
| Qihoo 360 Technology Co Ltd | ADS | 74734M109 | 15,007 | 222,421 | SH | DFND | 1 | 222,421 | 0 | 0 | |
| Spansion Inc | CL A NEW | 84649R200 | 10,120 | 444,073 | SH | DFND | 1 | 444,073 | 0 | 0 | |
| Tenet Healthcare Corp | COM NEW | 88033G407 | 5,136 | 86,477 | SH | DFND | 1 | 86,477 | 0 | 0 | |
| Valero Energy Corp | COM | 91913Y100 | 12,779 | 276,181 | SH | DFND | 1 | 276,181 | 0 | 0 | |
| Vanda Pharmaceuticals Inc | COM | 921659108 | 15,768 | 1,519,052 | SH | DFND | 1 | 1,519,052 | 0 | 0 | |
| Vanda Pharmaceuticals Inc | COM | 921659108 | 574 | 55,300 | SH | SOLE | 55,300 | 0 | 0 | ||
| Wyndham Worldwide Corp | COM | 98310W108 | 14,936 | 183,800 | SH | DFND | 1 | 183,800 | 0 | 0 | |