The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALLIANCE FIBER OPTIC PRODS I COM NEW 018680306 1,391 76,878 SH   DFND 1 76,878 0 0
ALLIANCE FIBER OPTIC PRODS I COM NEW 018680306 2,181 120,489 SH   DFND 2 120,489 0 0
ALLIANCE FIBER OPTIC PRODS I COM NEW 018680306 683 37,733 SH   SOLE   37,733 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 2,144 80,614 SH   DFND 1 80,614 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 3,361 126,344 SH   DFND 2 126,344 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 1,052 39,567 SH   SOLE   39,567 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 14,047 1,121,051 SH   DFND 1 1,121,051 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 22,015 1,756,998 SH   DFND 2 1,756,998 0 0
AMERICAN RLTY CAP PPTYS INC COM 02917T104 6,895 550,240 SH   SOLE   550,240 0 0
BAIDU INC SPON ADR REP A 056752108 9,671 51,769 SH   DFND 1 51,769 0 0
BAIDU INC SPON ADR REP A 056752108 15,159 81,144 SH   DFND 2 81,144 0 0
BAIDU INC SPON ADR REP A 056752108 4,747 25,411 SH   SOLE   25,411 0 0
CHENIERE ENERGY INC COM NEW 16411R208 10,926 152,380 SH   DFND 1 152,380 0 0
CHENIERE ENERGY INC COM NEW 16411R208 17,126 238,861 SH   DFND 2 238,861 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,363 74,801 SH   SOLE   74,801 0 0
CLIFFS NAT RES INC COM 18683K101 4,431 294,399 SH   DFND 1 294,399 0 0
CLIFFS NAT RES INC COM 18683K101 6,940 461,154 SH   DFND 2 461,154 0 0
CLIFFS NAT RES INC COM 18683K101 2,174 144,447 SH   SOLE   144,447 0 0
COMCAST CORP NEW CL A 20030N101 10,839 201,917 SH   DFND 1 201,917 0 0
COMCAST CORP NEW CL A 20030N101 16,988 316,460 SH   DFND 2 316,460 0 0
COMCAST CORP NEW CL A 20030N101 5,320 99,106 SH   SOLE   99,106 0 0
CONCHO RES INC COM 20605P101 12,030 83,250 SH   DFND 1 83,250 0 0
CONCHO RES INC COM 20605P101 18,853 130,469 SH   DFND 2 130,469 0 0
CONCHO RES INC COM 20605P101 5,904 40,860 SH   SOLE   40,860 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 6,849 791,782 SH   DFND 1 791,782 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 10,734 1,240,943 SH   DFND 2 1,240,943 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 3,362 388,627 SH   SOLE   388,627 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,807 59,237 SH   DFND 1 59,237 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 12,230 92,791 SH   DFND 2 92,791 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,831 29,065 SH   SOLE   29,065 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 12,627 385,454 SH   DFND 1 385,454 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 19,786 603,967 SH   DFND 2 603,967 0 0
FIDELITY NATIONAL FINANCIAL CL A 31620R105 6,197 189,160 SH   SOLE   189,160 0 0
GOGO INC COM 38046C109 5,324 272,198 SH   DFND 1 272,198 0 0
GOGO INC COM 38046C109 8,345 426,611 SH   DFND 2 426,611 0 0
GOGO INC COM 38046C109 2,613 133,602 SH   SOLE   133,602 0 0
GOOGLE INC CL C 38259P706 10,792 18,760 SH   DFND 1 18,760 0 0
GOOGLE INC CL C 38259P706 16,914 29,402 SH   DFND 2 29,402 0 0
GOOGLE INC CL C 38259P706 5,297 9,208 SH   SOLE   9,208 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 13,287 474,023 SH   DFND 1 474,023 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 20,813 742,522 SH   DFND 2 742,522 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 6,519 232,581 SH   SOLE   232,581 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 8,017 256,696 SH   DFND 1 256,696 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 12,564 402,312 SH   DFND 2 402,312 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 3,935 125,992 SH   SOLE   125,992 0 0
INVENSENSE INC COM 46123D205 2,522 111,136 SH   DFND 1 111,136 0 0
INVENSENSE INC COM 46123D205 3,952 174,180 SH   DFND 2 174,180 0 0
INVENSENSE INC COM 46123D205 1,238 54,549 SH   SOLE   54,549 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 6,377 379,600 SH Call DFND 1 379,600 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 9,996 595,000 SH Call DFND 2 595,000 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 3,132 186,400 SH Call SOLE   186,400 0 0
CLIFFS NAT RES INC COM 18683K101 8,613 572,300 SH Put DFND 1 572,300 0 0
CLIFFS NAT RES INC COM 18683K101 13,498 896,900 SH Put DFND 2 896,900 0 0
CLIFFS NAT RES INC COM 18683K101 4,226 280,800 SH Put SOLE   280,800 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 9,840 585,700 SH Call DFND 1 585,700 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 15,419 917,800 SH Call DFND 2 917,800 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 4,830 287,500 SH   SOLE   287,500 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 11,202 264,769 SH   DFND 1 264,769 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 17,548 414,741 SH   DFND 2 414,741 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 5,496 129,910 SH   SOLE   129,910 0 0
MASONITE INTL CORP NEW COM 575385109 5,421 96,356 SH   DFND 1 96,356 0 0
MASONITE INTL CORP NEW COM 575385109 8,496 151,016 SH   DFND 2 151,016 0 0
MASONITE INTL CORP NEW COM 575385109 2,661 47,294 SH   SOLE   47,294 0 0
MYRIAD GENETICS INC COM 62855J104 3,334 85,674 SH   DFND 1 85,674 0 0
MYRIAD GENETICS INC COM 62855J104 5,226 134,275 SH   DFND 2 134,275 0 0
MYRIAD GENETICS INC COM 62855J104 1,637 42,051 SH   SOLE   42,051 0 0
OCWEN FINL CORP COM NEW 675746309 11,056 298,001 SH   DFND 1 298,001 0 0
OCWEN FINL CORP COM NEW 675746309 17,325 466,982 SH   DFND 2 466,982 0 0
OCWEN FINL CORP COM NEW 675746309 5,426 146,253 SH   SOLE   146,253 0 0
POST HLDGS INC COM 737446104 6,457 126,832 SH   DFND 1 126,832 0 0
POST HLDGS INC COM 737446104 10,114 198,674 SH   DFND 2 198,674 0 0
POST HLDGS INC COM 737446104 3,168 62,231 SH   SOLE   62,231 0 0
PRICELINE GRP INC COM NEW 741503403 11,426 9,498 SH   DFND 1 9,498 0 0
PRICELINE GRP INC COM NEW 741503403 17,907 14,885 SH   DFND 2 14,885 0 0
PRICELINE GRP INC COM NEW 741503403 5,607 4,661 SH   SOLE   4,661 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 6,340 68,883 SH   DFND 1 68,883 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 9,931 107,900 SH   DFND 2 107,900 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 3,111 33,798 SH   SOLE   33,798 0 0
SOUFUN HLDGS LTD ADR 836034108 1,809 184,745 SH   DFND 1 184,745 0 0
SOUFUN HLDGS LTD ADR 836034108 2,833 289,390 SH   DFND 2 289,390 0 0
SOUFUN HLDGS LTD ADR 836034108 887 90,647 SH   SOLE   90,647 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 13,009 151,215 SH   DFND 1 151,215 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 20,378 236,867 SH   DFND 2 236,867 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 6,383 74,194 SH   SOLE   74,194 0 0
STEWART INFORMATION SVCS COR COM 860372101 1,036 33,399 SH   DFND 1 33,399 0 0
STEWART INFORMATION SVCS COR COM 860372101 1,623 52,339 SH   DFND 2 52,339 0 0
STEWART INFORMATION SVCS COR COM 860372101 508 16,392 SH   SOLE   16,392 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 13,157 263,450 SH   DFND 1 263,450 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 20,619 412,884 SH   DFND 2 412,884 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 6,458 129,306 SH   SOLE   129,306 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 11,800 344,713 SH   DFND 1 344,713 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 18,493 540,260 SH   DFND 2 540,260 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 5,792 169,194 SH   SOLE   169,194 0 0
TWITTER INC COM 90184L102 2,691 65,682 SH   DFND 1 65,682 0 0
TWITTER INC COM 90184L102 4,217 102,941 SH   DFND 2 102,941 0 0
TWITTER INC COM 90184L102 1,321 32,238 SH   SOLE   32,238 0 0
VOYA FINL INC COM 929089100 11,162 307,146 SH   DFND 1 307,146 0 0
VOYA FINL INC COM 929089100 17,493 481,359 SH   DFND 2 481,359 0 0
VOYA FINL INC COM 929089100 5,478 150,751 SH   SOLE   150,751 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 11,843 156,411 SH   DFND 1 156,411 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 18,562 245,139 SH   DFND 2 245,139 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 5,813 76,770 SH   SOLE   76,770 0 0