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
ACTIVISION BLIZZARD INC EQ 00507V109 609 30,200 SH   DFND 1 0 30,200 0
ADVANCE AUTO PARTS INC EQ 00751Y106 8,590 53,930 SH   DFND 1 0 53,930 0
AETNA INC NEW EQ 00817Y108 1,066 12,000 SH   DFND 1 0 12,000 0
ALAMO GROUP INC EQ 011311107 1,114 23,003 SH   DFND 1 0 23,003 0
ALASKA AIR GROUP INC EQ 011659109 598 10,000 SH   DFND 1 0 10,000 0
ALCOA INC EQ 013817101 797 50,500 SH   DFND 1 0 50,500 0
ALIBABA GROUP HLDG LTD ADR 01609W102 2,079 20,000 SH   DFND 1 0 20,000 0
ALLY FINL INC EQ 02005N100 9,639 408,100 SH   DFND 1 0 408,100 0
AMBAC FINL GROUP INC WAR 023139116 5,992 244,588 SH   DFND 1 0 244,588 0
AMERICAN AIRLS GROUP INC EQ 02376R102 386 7,200 SH   DFND 1 0 7,200 0
AMERICAN CAP LTD EQ 02503Y103 15,520 1,062,316 SH   DFND 1 0 1,062,316 0
AMERICAN ELEC PWR INC EQ 025537101 1,694 27,900 SH   DFND 1 0 27,900 0
AMERICAN INTL GROUP INC EQ 026874784 302 5,400 SH   DFND 1 0 5,400 0
AMERICAN INTL GROUP INC OPT 026874904 56,010 1,000,000 SH   DFND 1 0 1,000,000 0
AMERICAN INTL GROUP INC OPT 026874954 15,403 275,000 SH   DFND 1 0 275,000 0
AMERICAN RLTY CAP PPTYS INC OPT 02917T904 3,354 370,600 SH   DFND 1 0 370,600 0
ANIXTER INTL INC EQ 035290105 12,827 145,000 SH   DFND 1 0 145,000 0
AOL INC EQ 00184X105 3,624 78,500 SH   DFND 1 0 78,500 0
APPLE INC EQ 037833100 1,247 11,300 SH   DFND 1 0 11,300 0
ARC DOCUMENT SOLUTIONS INC EQ 00191G103 9,198 900,000 SH   DFND 1 0 900,000 0
ARCHER DANIELS MIDLAND CO EQ 039483102 1,778 34,200 SH   DFND 1 0 34,200 0
ARROW ELECTRS INC EQ 042735100 567 9,800 SH   DFND 1 0 9,800 0
AVON PRODS INC OPT 054303952 2,817 300,000 SH   DFND 1 0 300,000 0
BANK AMER CORP EQ 060505104 14,128 789,700 SH   DFND 1 0 789,700 0
BB&T CORP EQ 054937107 17,185 441,900 SH   DFND 1 0 441,900 0
BIOGEN IDEC INC EQ 09062X103 509 1,500 SH   DFND 1 0 1,500 0
BLACKSTONE GROUP L P OPT 09253U908 10,149 300,000 SH   DFND 1 0 300,000 0
BRINKER INTL INC EQ 109641100 11,738 200,000 SH   DFND 1 0 200,000 0
BROADCOM CORP EQ 111320107 325 7,500 SH   DFND 1 0 7,500 0
BUNGE LIMITED EQ G16962105 1,818 20,000 SH   DFND 1 0 20,000 0
CALPINE CORP EQ 131347304 14,591 659,336 SH   DFND 1 0 659,336 0
CAMPBELL SOUP CO EQ 134429109 4,290 97,500 SH   DFND 1 0 97,500 0
CAMPBELL SOUP CO OPT 134429909 17,608 400,000 SH   DFND 1 0 400,000 0
CARMAX INC OPT 143130952 13,315 200,000 SH   DFND 1 0 200,000 0
CARNIVAL CORP EQ 143658300 671 14,800 SH   DFND 1 0 14,800 0
CEMEX SAB DE CV CVB 151290BB8 8,452 829,393 SH   DFND 1 0 829,393 0
CENTURYLINK INC EQ 156700106 301 7,600 SH   DFND 1 0 7,600 0
CHECKPOINT SYS INC EQ 162825103 4,501 327,837 SH   DFND 1 0 327,837 0
CIGNA CORPORATION EQ 125509109 1,029 10,000 SH   DFND 1 0 10,000 0
CIT GROUP INC EQ 125581801 1,272 26,600 SH   DFND 1 0 26,600 0
CIT GROUP INC OPT 125581901 16,501 345,000 SH   DFND 1 0 345,000 0
CITIGROUP INC EQ 172967424 4,605 85,100 SH   DFND 1 0 85,100 0
CITIGROUP INC OPT 172967904 48,699 900,000 SH   DFND 1 0 900,000 0
CITRIX SYS INC EQ 177376100 7,592 119,000 SH   DFND 1 0 119,000 0
CLIFFS NAT RES INC EQ 18683K101 2,320 325,000 SH   DFND 1 0 325,000 0
COCA COLA ENTERPRISES INC NE EQ 19122T109 19,492 440,800 SH   DFND 1 0 440,800 0
COMCAST CORP NEW EQ 20030N200 452 7,850 SH   DFND 1 0 7,850 0
COMMUNITY HEALTH SYS INC NEW EQ 203668108 270 5,000 SH   DFND 1 0 5,000 0
COMPUTER SCIENCES CORP EQ 205363104 1,078 17,100 SH   DFND 1 0 17,100 0
CONOCOPHILLIPS EQ 20825C104 3,633 52,600 SH   DFND 1 0 52,600 0
CONOCOPHILLIPS OPT 20825C954 55,248 800,000 SH   DFND 1 0 800,000 0
CORNING INC EQ 219350105 277 12,100 SH   DFND 1 0 12,100 0
CUMMINS INC EQ 231021106 1,110 7,700 SH   DFND 1 0 7,700 0
DARDEN RESTAURANTS INC EQ 237194105 868 14,800 SH   DFND 1 0 14,800 0
DELTA AIR LINES INC DEL EQ 247361702 1,820 37,000 SH   DFND 1 0 37,000 0
DEVELOPERS DIVERSIFIED RLTY CVB 251591AX1 12,172 662,987 SH   DFND 1 0 662,987 0
DISH NETWORK CORP EQ 25470M109 10,329 141,700 SH   DFND 1 0 141,700 0
DOLLAR GEN CORP NEW EQ 256677105 2,467 34,900 SH   DFND 1 0 34,900 0
DOLLAR GEN CORP NEW OPT 256677905 14,140 200,000 SH   DFND 1 0 200,000 0
DYNEGY INC NEW DEL EQ 26817R108 8,005 263,755 SH   DFND 1 0 263,755 0
E M C CORP MASS EQ 268648102 336 11,300 SH   DFND 1 0 11,300 0
E TRADE FINANCIAL CORP EQ 269246401 13,277 547,400 SH   DFND 1 0 547,400 0
E TRADE FINANCIAL CORP OPT 269246901 6,064 250,000 SH   DFND 1 0 250,000 0
EAGLE MATERIALS INC EQ 26969P108 10,036 132,000 SH   DFND 1 0 132,000 0
EASTMAN CHEM CO EQ 277432100 9,771 128,800 SH   DFND 1 0 128,800 0
ELECTRONIC ARTS INC EQ 285512109 343 7,300 SH   DFND 1 0 7,300 0
ENTERGY CORP NEW EQ 29364G103 770 8,800 SH   DFND 1 0 8,800 0
EOG RES INC OPT 26875P951 18,414 200,000 SH   DFND 1 0 200,000 0
EVEREST RE GROUP LTD EQ G3223R108 1,533 9,000 SH   DFND 1 0 9,000 0
EXELON CORP EQ 30161N101 775 20,900 SH   DFND 1 0 20,900 0
EXPRESS INC EQ 30219E103 9,034 615,000 SH   DFND 1 0 615,000 0
FEDEX CORP EQ 31428X106 1,580 9,100 SH   DFND 1 0 9,100 0
FIFTH THIRD BANCORP EQ 316773100 4,615 226,500 SH   DFND 1 0 226,500 0
FIRST HORIZON NATL CORP EQ 320517105 15,278 1,125,000 SH   DFND 1 0 1,125,000 0
FIRST NIAGARA FINL GP INC EQ 33582V108 7,587 900,000 SH   DFND 1 0 900,000 0
FMC TECHNOLOGIES INC EQ 30249U101 14,628 312,290 SH   DFND 1 0 312,290 0
FOOT LOCKER INC EQ 344849104 933 16,600 SH   DFND 1 0 16,600 0
FORWARD PHARMA A/S ADR 34986J105 1,146 55,000 SH   DFND 1 0 55,000 0
FREEPORT-MCMORAN INC EQ 35671D857 649 27,800 SH   DFND 1 0 27,800 0
FREESCALE SEMICONDUCTOR LTD EQ G3727Q101 4,544 180,100 SH   DFND 1 0 180,100 0
GANNETT INC EQ 364730101 476 14,900 SH   DFND 1 0 14,900 0
GENERAL DYNAMICS CORP EQ 369550108 991 7,200 SH   DFND 1 0 7,200 0
GENERAL MTRS CO EQ 37045V100 1,061 30,400 SH   DFND 1 0 30,400 0
GENERAL MTRS CO WAR 37045V118 330 9,448 SH   DFND 1 0 9,448 0
GENERAL MTRS CO WAR 37045V126 74,082 2,122,090 SH   DFND 1 0 2,122,090 0
GENERAL MTRS CO WAR 37045V134 1,047 30,000 SH   DFND 1 0 30,000 0
GLOBAL PMTS INC EQ 37940X102 8,557 106,000 SH   DFND 1 0 106,000 0
GOODYEAR TIRE & RUBR CO EQ 382550101 280 9,800 SH   DFND 1 0 9,800 0
GRUBHUB INC EQ 400110102 1,743 48,000 SH   DFND 1 0 48,000 0
GULFPORT ENERGY CORP EQ 402635304 14,809 354,790 SH   DFND 1 0 354,790 0
HARMAN INTL INDS INC EQ 413086109 299 2,800 SH   DFND 1 0 2,800 0
HARTFORD FINL SVCS GROUP INC EQ 416515104 1,322 31,700 SH   DFND 1 0 31,700 0
HARTFORD FINL SVCS GROUP INC OPT 416515904 16,676 400,000 SH   DFND 1 0 400,000 0
HASBRO INC EQ 418056107 1,006 18,300 SH   DFND 1 0 18,300 0
HASBRO INC OPT 418056957 5,498 100,000 SH   DFND 1 0 100,000 0
HCA HOLDINGS INC EQ 40412C101 653 8,900 SH   DFND 1 0 8,900 0
HELIX ENERGY SOLUTIONS GRP I CVB 42330PAG2 5,639 259,839 SH   DFND 1 0 259,839 0
HERBALIFE LTD EQ G4412G101 3,898 103,390 SH   DFND 1 0 103,390 0
HERSHEY CO EQ 427866108 13,584 130,700 SH   DFND 1 0 130,700 0
HESS CORP EQ 42809H107 428 5,800 SH   DFND 1 0 5,800 0
HEWLETT PACKARD CO EQ 428236103 678 16,900 SH   DFND 1 0 16,900 0
HILTON WORLDWIDE HLDGS INC EQ 43300A104 11,524 441,700 SH   DFND 1 0 441,700 0
HOME DEPOT INC EQ 437076102 18,349 174,800 SH   DFND 1 0 174,800 0
HOMEAWAY INC EQ 43739Q100 1,569 52,700 SH   DFND 1 0 52,700 0
HOMEAWAY INC OPT 43739Q900 7,296 245,000 SH   DFND 1 0 245,000 0
HUNTSMAN CORP EQ 447011107 426 18,700 SH   DFND 1 0 18,700 0
ILLUMINA INC EQ 452327109 2,160 11,700 SH   DFND 1 0 11,700 0
INGREDION INC EQ 457187102 568 6,700 SH   DFND 1 0 6,700 0
INTEL CORP EQ 458140100 1,394 38,400 SH   DFND 1 0 38,400 0
ISHARES OPT 464286900 14,262 390,000 SH   DFND 1 0 390,000 0
ISHARES TR OPT 464287904 74,512 1,790,300 SH   DFND 1 0 1,790,300 0
ISHARES TR OPT 464287954 19,770 475,000 SH   DFND 1 0 475,000 0
JD COM INC OPT 47215P906 2,546 110,000 SH   DFND 1 0 110,000 0
JONES LANG LASALLE INC EQ 48020Q107 1,439 9,600 SH   DFND 1 0 9,600 0
JPMORGAN CHASE & CO OPT 46625H900 63,832 1,020,000 SH   DFND 1 0 1,020,000 0
KATE SPADE & CO EQ 485865109 12,484 390,000 SH   DFND 1 0 390,000 0
KCG HLDGS INC EQ 48244B100 5,759 494,356 SH   DFND 1 0 494,356 0
KCG HLDGS INC OPT 48244B900 898 77,100 SH   DFND 1 0 77,100 0
KEYCORP NEW EQ 493267108 23,113 1,662,800 SH   DFND 1 0 1,662,800 0
KINDER MORGAN INC DEL WAR 49456B119 211,129 4,990,045 SH   DFND 1 0 4,990,045 0
KOHLS CORP EQ 500255104 385 6,300 SH   DFND 1 0 6,300 0
KRAFT FOODS GROUP INC EQ 50076Q106 10,227 163,200 SH   DFND 1 0 163,200 0
KROGER CO EQ 501044101 1,702 26,500 SH   DFND 1 0 26,500 0
LAS VEGAS SANDS CORP EQ 517834107 10,992 189,000 SH   DFND 1 0 189,000 0
LAYNE CHRISTENSEN CO EQ 521050104 890 93,287 SH   DFND 1 0 93,287 0
LEAR CORP EQ 521865204 1,167 11,900 SH   DFND 1 0 11,900 0
LEUCADIA NATL CORP EQ 527288104 691 30,800 SH   DFND 1 0 30,800 0
LIFELOCK INC EQ 53224V100 740 40,000 SH   DFND 1 0 40,000 0
LIFELOCK INC OPT 53224V900 231 12,500 SH   DFND 1 0 12,500 0
LINCOLN NATL CORP IND EQ 534187109 807 14,000 SH   DFND 1 0 14,000 0
LINKEDIN CORP EQ 53578A108 3,882 16,900 SH   DFND 1 0 16,900 0
LIONS GATE ENTMNT CORP EQ 535919203 6,564 205,000 SH   DFND 1 0 205,000 0
MANPOWERGROUP INC EQ 56418H100 634 9,300 SH   DFND 1 0 9,300 0
MARATHON PETE CORP EQ 56585A102 514 5,700 SH   DFND 1 0 5,700 0
MARKET VECTORS ETF TR OPT 57060U900 7,322 400,000 SH   DFND 1 0 400,000 0
MARKET VECTORS ETF TR OPT 57060U901 28,603 796,300 SH   DFND 1 0 796,300 0
MARTIN MARIETTA MATLS INC EQ 573284106 9,664 87,600 SH   DFND 1 0 87,600 0
MASTERCARD INC OPT 57636Q904 17,232 200,000 SH   DFND 1 0 200,000 0
MASTERCARD INC OPT 57636Q954 17,232 200,000 SH   DFND 1 0 200,000 0
MCDONALDS CORP EQ 580135101 16,669 177,900 SH   DFND 1 0 177,900 0
MCDONALDS CORP OPT 580135901 46,850 500,000 SH   DFND 1 0 500,000 0
MEAD JOHNSON NUTRITION CO EQ 582839106 2,001 19,900 SH   DFND 1 0 19,900 0
MEAD JOHNSON NUTRITION CO OPT 582839906 10,052 100,000 SH   DFND 1 0 100,000 0
MERCK & CO INC NEW EQ 58933Y105 1,709 30,100 SH   DFND 1 0 30,100 0
METLIFE INC EQ 59156R108 784 14,500 SH   DFND 1 0 14,500 0
MGM RESORTS INTERNATIONAL OPT 552953951 39,474 1,846,300 SH   DFND 1 0 1,846,300 0
MGM RESORTS INTERNATIONAL CVB 55303QAE0 28,773 1,345,768 SH   DFND 1 0 1,345,768 0
MICRON TECHNOLOGY INC EQ 595112103 329 9,400 SH   DFND 1 0 9,400 0
MICROSOFT CORP EQ 594918104 1,668 35,900 SH   DFND 1 0 35,900 0
MOLSON COORS BREWING CO EQ 60871R209 10,880 146,000 SH   DFND 1 0 146,000 0
MOLSON COORS BREWING CO OPT 60871R909 18,630 250,000 SH   DFND 1 0 250,000 0
MOLSON COORS BREWING CO OPT 60871R959 14,904 200,000 SH   DFND 1 0 200,000 0
NAVIENT CORP EQ 63938C108 715 33,100 SH   DFND 1 0 33,100 0
NAVIGATOR HOLDINGS LTD EQ Y62132108 6,318 300,000 SH   DFND 1 0 300,000 0
NAVISTAR INTL CORP NEW EQ 63934E108 556 16,600 SH   DFND 1 0 16,600 0
NEW RELIC INC EQ 64829B100 1,916 55,000 SH   DFND 1 0 55,000 0
NEXTERA ENERGY INC EQ 65339F101 29,535 277,873 SH   DFND 1 0 277,873 0
NORTHERN TR CORP EQ 665859104 29,252 434,000 SH   DFND 1 0 434,000 0
NORTHROP GRUMMAN CORP EQ 666807102 12,779 86,700 SH   DFND 1 0 86,700 0
NORTHSTAR ASSET MGMT GROUP I EQ 66705Y104 2,480 109,900 SH   DFND 1 0 109,900 0
NORTHSTAR ASSET MGMT GROUP I OPT 66705Y904 677 30,000 SH   DFND 1 0 30,000 0
NRG ENERGY INC EQ 629377508 20,650 766,217 SH   DFND 1 0 766,217 0
NRG YIELD INC EQ 62942X108 7,071 150,000 SH   DFND 1 0 150,000 0
NUCOR CORP EQ 670346105 1,908 38,900 SH   DFND 1 0 38,900 0
NVIDIA CORP EQ 67066G104 1,037 51,700 SH   DFND 1 0 51,700 0
NXP SEMICONDUCTORS N V EQ N6596X109 8,582 112,335 SH   DFND 1 0 112,335 0
ON DECK CAP INC EQ 682163100 1,570 70,000 SH   DFND 1 0 70,000 0
OPUS BK IRVINE CALIF EQ 684000102 3,163 111,500 SH   DFND 1 0 111,500 0
PARAMOUNT GROUP INC EQ 69924R108 11,154 600,000 SH   DFND 1 0 600,000 0
PARTNERRE LTD EQ G6852T105 2,682 23,500 SH   DFND 1 0 23,500 0
PEPSICO INC EQ 713448108 11,527 121,900 SH   DFND 1 0 121,900 0
PINNACLE FOODS INC DEL EQ 72348P104 13,061 370,000 SH   DFND 1 0 370,000 0
PRICE T ROWE GROUP INC EQ 74144T108 18,271 212,800 SH   DFND 1 0 212,800 0
PROSHARES TR II OPT 74347W956 1,877 75,000 SH   DFND 1 0 75,000 0
QUANTA SVCS INC EQ 74762E102 14,784 520,750 SH   DFND 1 0 520,750 0
QUICKSILVER RESOURCES INC EQ 74837R104 267 1,349,342 SH   DFND 1 0 1,349,342 0
RED HAT INC EQ 756577102 532 7,700 SH   DFND 1 0 7,700 0
RED HAT INC OPT 756577952 933 13,500 SH   DFND 1 0 13,500 0
REGIONS FINL CORP NEW EQ 7591EP100 13,522 1,280,505 SH   DFND 1 0 1,280,505 0
REINSURANCE GROUP AMER INC EQ 759351604 2,375 27,100 SH   DFND 1 0 27,100 0
REXNORD CORP NEW EQ 76169B102 15,798 560,000 SH   DFND 1 0 560,000 0
RUCKUS WIRELESS INC EQ 781220108 4,565 379,822 SH   DFND 1 0 379,822 0
RYLAND GROUP INC OPT 783764903 1,323 34,300 SH   DFND 1 0 34,300 0
SANDISK CORP EQ 80004C101 382 3,900 SH   DFND 1 0 3,900 0
SCHWAB CHARLES CORP NEW EQ 808513105 12,804 424,100 SH   DFND 1 0 424,100 0
SELECT SECTOR SPDR TR ETF 81369Y506 12,642 159,700 SH   DFND 1 0 159,700 0
SELECT SECTOR SPDR TR ETF 81369Y704 905 16,000 SH   DFND 1 0 16,000 0
SELECT SECTOR SPDR TR ETF 81369Y886 9,444 200,000 SH   DFND 1 0 200,000 0
SELECT SECTOR SPDR TR OPT 81369Y954 16,971 300,000 SH   DFND 1 0 300,000 0
SEMPRA ENERGY EQ 816851109 23,553 211,504 SH   DFND 1 0 211,504 0
SKYWORKS SOLUTIONS INC EQ 83088M102 211 2,900 SH   DFND 1 0 2,900 0
SOUTHWEST AIRLS CO EQ 844741108 1,354 32,000 SH   DFND 1 0 32,000 0
SPDR S&P 500 ETF TR ETF 78462F103 76,035 370,000 SH   DFND 1 0 370,000 0
SPDR S&P 500 ETF TR OPT 78462F903 439,957 2,140,900 SH   DFND 1 0 2,140,900 0
SPDR S&P 500 ETF TR OPT 78462F953 421,852 2,052,600 SH   DFND 1 0 2,052,600 0
SPIRIT AEROSYSTEMS HLDGS INC EQ 848574109 542 12,600 SH   DFND 1 0 12,600 0
SPLUNK INC OPT 848637904 283 4,800 SH   DFND 1 0 4,800 0
STANLEY BLACK & DECKER INC EQ 854502101 6,748 70,228 SH   DFND 1 0 70,228 0
SUNPOWER CORP CVB 867652AE9 12,611 488,238 SH   DFND 1 0 488,238 0
SUNTRUST BKS INC EQ 867914103 1,320 31,500 SH   DFND 1 0 31,500 0
SYNOVUS FINL CORP EQ 87161C501 21,233 783,800 SH   DFND 1 0 783,800 0
TARGET CORP EQ 87612E106 881 11,600 SH   DFND 1 0 11,600 0
TENET HEALTHCARE CORP OPT 88033G957 481 9,500 SH   DFND 1 0 9,500 0
TERRAFORM PWR INC EQ 88104R100 12,323 399,055 SH   DFND 1 0 399,055 0
TESLA MTRS INC CVB 88160RAB7 8,881 39,931 SH   DFND 1 0 39,931 0
TESLA MTRS INC CVB 88160RAC5 3,399 15,283 SH   DFND 1 0 15,283 0
TESORO CORP EQ 881609101 3,717 50,000 SH   DFND 1 0 50,000 0
TESORO CORP OPT 881609951 18,588 250,000 SH   DFND 1 0 250,000 0
TEXTRON INC EQ 883203101 712 16,900 SH   DFND 1 0 16,900 0
TIME WARNER CABLE INC EQ 88732J207 12,303 80,911 SH   DFND 1 0 80,911 0
TIME WARNER INC EQ 887317303 632 7,400 SH   DFND 1 0 7,400 0
TRAVELERS COMPANIES INC OPT 89417E909 286 2,700 SH   DFND 1 0 2,700 0
TRAVELERS COMPANIES INC OPT 89417E959 6,351 60,000 SH   DFND 1 0 60,000 0
TRINITY INDS INC OPT 896522909 4,203 150,000 SH   DFND 1 0 150,000 0
TRIPADVISOR INC OPT 896945901 403 5,400 SH   DFND 1 0 5,400 0
TRUPANION INC EQ 898202106 1,525 220,000 SH   DFND 1 0 220,000 0
TWENTY FIRST CENTY FOX INC EQ 90130A200 37,122 1,006,288 SH   DFND 1 0 1,006,288 0
TYSON FOODS INC EQ 902494103 18,365 458,083 SH   DFND 1 0 458,083 0
TYSON FOODS INC PFD 902494301 76,477 1,519,216 SH   DFND 1 0 1,519,216 0
UNITED CONTL HLDGS INC EQ 910047109 1,244 18,600 SH   DFND 1 0 18,600 0
UNITED STATES OIL FUND LP OPT 91232N908 8,138 400,000 SH   DFND 1 0 400,000 0
UNITED TECHNOLOGIES CORP EQ 913017109 29,233 254,200 SH   DFND 1 0 254,200 0
UNITEDHEALTH GROUP INC EQ 91324P102 970 9,600 SH   DFND 1 0 9,600 0
UNIVERSAL HLTH SVCS INC EQ 913903100 401 3,600 SH   DFND 1 0 3,600 0
UNUM GROUP EQ 91529Y106 1,291 37,000 SH   DFND 1 0 37,000 0
VALERO ENERGY CORP NEW EQ 91913Y100 356 7,200 SH   DFND 1 0 7,200 0
VECTOR GROUP LTD EQ 92240M108 10,655 500,000 SH   DFND 1 0 500,000 0
VECTOR GROUP LTD CVB 92240MAY4 2,315 108,649 SH   DFND 1 0 108,649 0
VECTOR GROUP LTD CVB 92240MBC1 6,178 289,922 SH   DFND 1 0 289,922 0
VOYA FINL INC EQ 929089100 1,365 32,200 SH   DFND 1 0 32,200 0
WAL-MART STORES INC EQ 931142103 9,868 114,900 SH   DFND 1 0 114,900 0
WALTER INVT MGMT CORP EQ 93317W102 660 40,000 SH   DFND 1 0 40,000 0
WALTER INVT MGMT CORP OPT 93317W952 826 50,000 SH   DFND 1 0 50,000 0
WEIGHT WATCHERS INTL INC NEW OPT 948626956 9,275 373,300 SH   DFND 1 0 373,300 0
WESTERN DIGITAL CORP EQ 958102105 697 6,300 SH   DFND 1 0 6,300 0
WESTERN UN CO EQ 959802109 1,135 63,400 SH   DFND 1 0 63,400 0
WESTLAKE CHEM CORP EQ 960413102 519 8,500 SH   DFND 1 0 8,500 0
WHIRLPOOL CORP EQ 963320106 10,636 54,900 SH   DFND 1 0 54,900 0
WHITEWAVE FOODS CO EQ 966244105 6,949 198,600 SH   DFND 1 0 198,600 0
WHITEWAVE FOODS CO OPT 966244905 4,062 116,100 SH   DFND 1 0 116,100 0
WILLIAMS COS INC DEL EQ 969457100 12,376 275,400 SH   DFND 1 0 275,400 0
WISDOMTREE TR OPT 97717W901 73,845 1,500,000 SH   DFND 1 0 1,500,000 0
WORKIVA INC EQ 98139A105 268 20,000 SH   DFND 1 0 20,000 0
WYNN RESORTS LTD EQ 983134107 6,260 42,081 SH   DFND 1 0 42,081 0
XEROX CORP EQ 984121103 305 22,000 SH   DFND 1 0 22,000 0
XPO LOGISTICS INC CVB 983793AA8 42,286 1,034,394 SH   DFND 1 0 1,034,394 0
YAHOO INC EQ 984332106 1,999 39,574 SH   DFND 1 0 39,574 0
YUM BRANDS INC EQ 988498101 7,657 105,100 SH   DFND 1 0 105,100 0
ZIONS BANCORPORATION WAR 989701115 84,385 2,959,850 SH   DFND 1 0 2,959,850 0