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 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 10,515 | 95,000 | SH | DFND | 1,2 | 0 | 95,000 | 0 | |
| AMAZON COM INC | COM | 023135106 | 2,466 | 6,184 | SH | DFND | 1,2 | 0 | 6,184 | 0 | |
| AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 1,440 | 100,000 | SH | DFND | 1,2 | 0 | 100,000 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 511 | 6,403 | SH | DFND | 1,2 | 0 | 6,403 | 0 | |
| ARAMARK HLDGS CORP | COM | 03852U106 | 4,647 | 177,250 | SH | DFND | 1,2 | 0 | 177,250 | 0 | |
| ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | G0457F107 | 1,697 | 140,000 | SH | DFND | 1,2 | 0 | 140,000 | 0 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 3,457 | 60,000 | SH | DFND | 1,2 | 0 | 60,000 | 0 | |
| ASCENA RETAIL GROUP INC | COM | 04351G101 | 6,877 | 325,000 | SH | DFND | 1,2 | 0 | 325,000 | 0 | |
| ATWOOD OCEANICS INC | COM | 050095108 | 1,121 | 21,000 | SH | DFND | 1,2 | 0 | 21,000 | 0 | |
| AUTONATION INC | COM | 05329W102 | 13,168 | 265,000 | SH | DFND | 1,2 | 0 | 265,000 | 0 | |
| BAKER HUGHES INC | COM | 057224107 | 995 | 18,000 | SH | DFND | 1,2 | 0 | 18,000 | 0 | |
| BEAM INC | COM | 073730103 | 6,125 | 90,000 | SH | DFND | 1,2 | 0 | 90,000 | 0 | |
| BEAM INC | COM | 073730103 | 6,806 | 100,000 | SH | Call | DFND | 1,2 | 0 | 0 | 100,000 |
| BIG LOTS INC | COM | 089302103 | 9,848 | 305,000 | SH | DFND | 1,2 | 0 | 305,000 | 0 | |
| BROADCOM CORP | CL A | 111320107 | 3,534 | 119,210 | SH | DFND | 1,2 | 0 | 119,210 | 0 | |
| CABLEVISION SYS CORP | CL A NY CABLVS | 12686C109 | 2,488 | 138,756 | SH | DFND | 1,2 | 0 | 138,756 | 0 | |
| CABLEVISION SYS CORP | CL A NY CABLVS | 12686C109 | 5,379 | 300,000 | SH | Call | DFND | 1,2 | 0 | 0 | 300,000 |
| CABOT OIL & GAS CORP | COM | 127097103 | 1,124 | 29,000 | SH | DFND | 1,2 | 0 | 29,000 | 0 | |
| CAMERON INTERNATIONAL CORP | COM | 13342B105 | 1,072 | 18,000 | SH | DFND | 1,2 | 0 | 18,000 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 20,434 | 320,576 | SH | DFND | 1,2 | 0 | 320,576 | 0 | |
| CHANNELADVISOR CORP | COM | 159179100 | 3,483 | 83,500 | SH | DFND | 1,2 | 0 | 83,500 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 9,113 | 66,632 | SH | DFND | 1,2 | 0 | 66,632 | 0 | |
| CIMAREX ENERGY CO | COM | 171798101 | 944 | 9,000 | SH | DFND | 1,2 | 0 | 9,000 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 9,022 | 173,620 | SH | DFND | 1,2 | 0 | 173,620 | 0 | |
| CROWN CASTLE INTL CORP | COM | 228227104 | 8,236 | 112,160 | SH | DFND | 1,2 | 0 | 112,160 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 17,588 | 354,455 | SH | DFND | 1,2 | 0 | 354,455 | 0 | |
| DIRECTV | COM | 25490A309 | 6,160 | 89,200 | SH | Call | DFND | 1,2 | 0 | 0 | 89,200 |
| DISH NETWORK CORP | CL A | 25470M109 | 35,454 | 612,115 | SH | DFND | 1,2 | 0 | 612,115 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 10,136 | 175,000 | SH | Call | DFND | 1,2 | 0 | 0 | 175,000 |
| DISNEY WALT CO | COM DISNEY | 254687106 | 6,570 | 86,000 | SH | DFND | 1,2 | 0 | 86,000 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 12,661 | 224,400 | SH | DFND | 1,2 | 0 | 224,400 | 0 | |
| DRESSER-RAND GROUP INC | COM | 261608103 | 894 | 15,000 | SH | DFND | 1,2 | 0 | 15,000 | 0 | |
| EBAY INC | COM | 278642103 | 8,361 | 152,400 | SH | Call | DFND | 1,2 | 0 | 0 | 152,400 |
| EBAY INC | COM | 278642103 | 5,487 | 100,000 | SH | Put | DFND | 1,2 | 0 | 0 | 100,000 |
| ECHOSTAR CORP | CL A | 278768106 | 10,026 | 201,657 | SH | DFND | 1,2 | 0 | 201,657 | 0 | |
| EOG RES INC | COM | 26875P101 | 1,007 | 6,000 | SH | DFND | 1,2 | 0 | 6,000 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 16,226 | 232,936 | SH | DFND | 1,2 | 0 | 232,936 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 25,043 | 458,243 | SH | DFND | 1,2 | 0 | 458,243 | 0 | |
| FMC TECHNOLOGIES INC | COM | 30249U101 | 940 | 18,000 | SH | DFND | 1,2 | 0 | 18,000 | 0 | |
| FOSSIL GROUP INC | COM | 34988V106 | 4,498 | 37,500 | SH | DFND | 1,2 | 0 | 37,500 | 0 | |
| GAMESTOP CORP NEW | CL A | 36467W109 | 6,421 | 130,356 | SH | DFND | 1,2 | 0 | 130,356 | 0 | |
| GAP INC DEL | COM | 364760108 | 7,816 | 200,000 | SH | DFND | 1,2 | 0 | 200,000 | 0 | |
| GLU MOBILE INC | COM | 379890106 | 2,428 | 625,658 | SH | DFND | 1,2 | 0 | 625,658 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 13,859 | 12,366 | SH | DFND | 1,2 | 0 | 12,366 | 0 | |
| GROUPON INC | COM CL A | 399473107 | 5,188 | 440,990 | SH | DFND | 1,2 | 0 | 440,990 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 1,066 | 21,000 | SH | DFND | 1,2 | 0 | 21,000 | 0 | |
| HELMERICH & PAYNE INC | COM | 423452101 | 252 | 3,000 | SH | DFND | 1,2 | 0 | 3,000 | 0 | |
| HOLLYFRONTIER CORP | COM | 436106108 | 230 | 4,637 | SH | DFND | 1,2 | 0 | 4,637 | 0 | |
| HORNBECK OFFSHORE SVCS INC N | COM | 440543106 | 295 | 6,000 | SH | DFND | 1,2 | 0 | 6,000 | 0 | |
| HSN INC | COM | 404303109 | 1,841 | 29,554 | SH | DFND | 1,2 | 0 | 29,554 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 3,636 | 52,960 | SH | DFND | 1,2 | 0 | 52,960 | 0 | |
| INTERPUBLIC GROUP COS INC | COM | 460690100 | 9,826 | 555,159 | SH | DFND | 1,2 | 0 | 555,159 | 0 | |
| JACK IN THE BOX INC | COM | 466367109 | 5,502 | 110,000 | SH | DFND | 1,2 | 0 | 110,000 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 5,164 | 174,751 | SH | DFND | 1,2 | 0 | 174,751 | 0 | |
| L BRANDS INC | COM | 501797104 | 4,639 | 75,000 | SH | DFND | 1,2 | 0 | 75,000 | 0 | |
| LAMAR ADVERTISING CO | CL A | 512815101 | 1,372 | 26,250 | SH | DFND | 1,2 | 0 | 26,250 | 0 | |
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 6,279 | 51,216 | SH | DFND | 1,2 | 0 | 51,216 | 0 | |
| LIN MEDIA LLC | CL A COM | 532771102 | 3,710 | 129,228 | SH | DFND | 1,2 | 0 | 129,228 | 0 | |
| LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 8,079 | 255,166 | SH | DFND | 1,2 | 0 | 255,166 | 0 | |
| LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 3,351 | 41,386 | SH | DFND | 1,2 | 0 | 41,386 | 0 | |
| MACYS INC | COM | 55616P104 | 10,680 | 200,000 | SH | DFND | 1,2 | 0 | 200,000 | 0 | |
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 1,166 | 20,248 | SH | DFND | 1,2 | 0 | 20,248 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 11,168 | 75,000 | SH | DFND | 1,2 | 0 | 75,000 | 0 | |
| MONRO MUFFLER BRAKE INC | COM | 610236101 | 2,818 | 50,000 | SH | DFND | 1,2 | 0 | 50,000 | 0 | |
| NABORS INDUSTRIES LTD | SHS | G6359F103 | 510 | 30,000 | SH | DFND | 1,2 | 0 | 30,000 | 0 | |
| NETFLIX INC | COM | 64110L106 | 2,152 | 5,845 | SH | DFND | 1,2 | 0 | 5,845 | 0 | |
| NOBLE ENERGY INC | COM | 655044105 | 545 | 8,000 | SH | DFND | 1,2 | 0 | 8,000 | 0 | |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 3,510 | 98,954 | SH | DFND | 1,2 | 0 | 98,954 | 0 | |
| OASIS PETE INC NEW | COM | 674215108 | 427 | 9,098 | SH | DFND | 1,2 | 0 | 9,098 | 0 | |
| OCCIDENTAL PETE CORP DEL | COM | 674599105 | 571 | 6,000 | SH | DFND | 1,2 | 0 | 6,000 | 0 | |
| PRECISION DRILLING CORP | COM 2010 | 74022D308 | 562 | 60,000 | SH | DFND | 1,2 | 0 | 60,000 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 12,554 | 71,100 | SH | DFND | 1,2 | 0 | 71,100 | 0 | |
| RANGE RES CORP | COM | 75281A109 | 51 | 600 | SH | DFND | 1,2 | 0 | 600 | 0 | |
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 1,100 | 31,100 | SH | DFND | 1,2 | 0 | 31,100 | 0 | |
| SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 6,049 | 70,000 | SH | Call | DFND | 1,2 | 0 | 0 | 70,000 |
| SEAWORLD ENTMT INC | COM | 81282V100 | 2,877 | 100,000 | SH | DFND | 1,2 | 0 | 100,000 | 0 | |
| SHERWIN WILLIAMS CO | COM | 824348106 | 2,294 | 12,500 | SH | DFND | 1,2 | 0 | 12,500 | 0 | |
| SOUFUN HLDGS LTD | ADR | 836034108 | 1,116 | 13,545 | SH | DFND | 1,2 | 0 | 13,545 | 0 | |
| SPRINT CORP | COM SER 1 | 85207U105 | 3,225 | 300,000 | SH | Put | DFND | 1,2 | 0 | 0 | 300,000 |
| SPROUTS FMRS MKT INC | COM | 85208M102 | 9,608 | 250,000 | SH | DFND | 1,2 | 0 | 250,000 | 0 | |
| STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 4,767 | 60,000 | SH | DFND | 1,2 | 0 | 60,000 | 0 | |
| SUPERIOR ENERGY SVCS INC | COM | 868157108 | 447 | 16,800 | SH | DFND | 1,2 | 0 | 16,800 | 0 | |
| TIDEWATER INC | COM | 886423102 | 178 | 3,000 | SH | DFND | 1,2 | 0 | 3,000 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 10,588 | 114,115 | SH | DFND | 1,2 | 0 | 114,115 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 16,320 | 120,444 | SH | DFND | 1,2 | 0 | 120,444 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 8,273 | 245,927 | SH | DFND | 1,2 | 0 | 245,927 | 0 | |
| TRULIA INC | COM | 897888103 | 1,888 | 53,533 | SH | DFND | 1,2 | 0 | 53,533 | 0 | |
| TWITTER INC | COM | 90184L102 | 4,137 | 65,000 | SH | Put | DFND | 1,2 | 0 | 0 | 65,000 |
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 958 | 19,000 | SH | DFND | 1,2 | 0 | 19,000 | 0 | |
| VCA ANTECH INC | COM | 918194101 | 20,227 | 645,000 | SH | DFND | 1,2 | 0 | 645,000 | 0 | |
| VIACOM INC NEW | CL B | 92553P201 | 7,803 | 89,338 | SH | DFND | 1,2 | 0 | 89,338 | 0 | |
| WALGREEN CO | COM | 931422109 | 9,765 | 170,000 | SH | DFND | 1,2 | 0 | 170,000 | 0 | |
| WHIRLPOOL CORP | COM | 963320106 | 7,843 | 50,000 | SH | DFND | 1,2 | 0 | 50,000 | 0 | |
| WHITING PETE CORP NEW | COM | 966387102 | 295 | 4,769 | SH | DFND | 1,2 | 0 | 4,769 | 0 | |
| WINDSTREAM HLDGS INC | COM | 97382A101 | 7,342 | 920,000 | SH | Put | DFND | 1,2 | 0 | 0 | 920,000 |
| YAHOO INC | COM | 984332106 | 17,539 | 433,713 | SH | DFND | 1,2 | 0 | 433,713 | 0 | |
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 12,511 | 412,914 | SH | DFND | 1,2 | 0 | 412,914 | 0 | |
| YUM BRANDS INC | COM | 988498101 | 15,122 | 200,000 | SH | Put | DFND | 1,2 | 0 | 0 | 200,000 |