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
ABBOTT LABS COM 002824100 8,799 208,067 SH   DFND 1 208,067 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 4,327 41,900 SH   DFND 1 41,900 0 0
AETNA INC NEW COM 00817Y108 3,671 31,800 SH   DFND 1 31,800 0 0
AKORN INC COM 009728106 20,928 767,728 SH   DFND 1 767,728 0 0
ALASKA AIR GROUP INC COM 011659109 4,492 68,200 SH   DFND 1 68,200 0 0
ALERE INC COM 01449J105 4,093 94,666 SH   DFND 1 94,666 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,516 20,530 SH   DFND 1 20,530 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,647 119,544 SH   DFND 1 119,544 0 0
ALON USA ENERGY INC COM 020520102 1,018 126,241 SH   DFND 1 126,241 0 0
ALPHABET INC CAP STK CL C 02079K107 19,555 25,158 SH   DFND 1 25,158 0 0
AMAYA INC COM 02314M108 2,177 134,510 SH   DFND 1 134,510 0 0
AMAZON COM INC COM 023135106 25,262 30,171 SH   DFND 1 30,171 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 12,073 329,767 SH   DFND 1 329,767 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 5,492 150,000 SH Put DFND 1 150,000 0 0
ANADARKO PETE CORP COM 032511107 1,267 20,000 SH   DFND 1 20,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 9,856 75,000 SH   DFND 1 75,000 0 0
APPLIED MATLS INC COM 038222105 8,985 298,000 SH   DFND 1 298,000 0 0
ARCBEST CORP COM 03937C105 2,948 154,978 SH   DFND 1 154,978 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 8,046 69,392 SH   DFND 1 69,392 0 0
ASSOCIATED BANC CORP COM 045487105 1,121 57,248 SH   DFND 1 57,248 0 0
AUTONATION INC COM 05329W102 9,167 188,204 SH   DFND 1 188,204 0 0
AVIS BUDGET GROUP COM 053774105 6,842 200,000 SH Call DFND 1 200,000 0 0
AXALTA COATING SYS LTD COM G0750C108 5,654 200,000 SH Call DFND 1 200,000 0 0
BAKER HUGHES INC COM 057224107 5,905 117,000 SH   DFND 1 117,000 0 0
BANCORPSOUTH INC COM 059692103 895 38,578 SH   DFND 1 38,578 0 0
BANK HAWAII CORP COM 062540109 700 9,633 SH   DFND 1 9,633 0 0
BANK OF THE OZARKS INC COM 063904106 680 17,711 SH   DFND 1 17,711 0 0
BANKUNITED INC COM 06652K103 1,483 49,115 SH   DFND 1 49,115 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06740Q252 2,155 63,250 SH   DFND 1 63,250 0 0
BB&T CORP COM 054937107 1,612 42,737 SH   DFND 1 42,737 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 9,252 100,000 SH Call DFND 1 100,000 0 0
BOK FINL CORP COM NEW 05561Q201 2,364 34,276 SH   DFND 1 34,276 0 0
BOULEVARD ACQUISITION UNIT 99/99/9999 10157Q201 2,042 200,000 SH   DFND 1 200,000 0 0
BURLINGTON STORES INC COM 122017106 3,443 42,500 SH   DFND 1 42,500 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1,050 14,908 SH   DFND 1 14,908 0 0
CABELAS INC COM 126804301 35,940 654,282 SH   DFND 1 654,282 0 0
CABELAS INC COM 126804301 19,226 350,000 SH Put DFND 1 350,000 0 0
CALATLANTIC GROUP INC COM 128195104 7,672 229,419 SH   DFND 1 229,419 0 0
CALLON PETE CO DEL COM 13123X102 3,264 207,900 SH   DFND 1 207,900 0 0
CANADIAN NATL RY CO COM 136375102 13,643 208,611 SH   DFND 1 208,611 0 0
CANADIAN PAC RY LTD COM 13645T100 14,770 96,728 SH   DFND 1 96,728 0 0
CATALENT INC COM 148806102 3,372 130,500 SH   DFND 1 130,500 0 0
CATHAY GEN BANCORP COM 149150104 2,241 72,819 SH   DFND 1 72,819 0 0
CBS CORP NEW CL B 124857202 8,838 161,453 SH   DFND 1 161,453 0 0
CENOVUS ENERGY INC COM 15135U109 3,228 225,000 SH   DFND 1 225,000 0 0
CHURCHILL DOWNS INC COM 171484108 6,687 45,689 SH   DFND 1 45,689 0 0
CIMAREX ENERGY CO COM 171798101 13,688 101,869 SH   DFND 1 101,869 0 0
CITIZENS FINL GROUP INC COM 174610105 6,578 266,206 SH   DFND 1 266,206 0 0
COMERICA INC COM 200340107 2,515 53,151 SH   DFND 1 53,151 0 0
COMMERCE BANCSHARES INC COM 200525103 1,551 31,477 SH   DFND 1 31,477 0 0
CONCORDIA INTL CORP COM 20653P102 1,217 271,600 SH   DFND 1 271,600 0 0
CONMED CORP COM 207410101 2,798 69,840 SH   DFND 1 69,840 0 0
CONOCOPHILLIPS COM 20825C104 12,858 295,788 SH   DFND 1 295,788 0 0
CONOCOPHILLIPS COM 20825C104 3,056 70,300 SH Call DFND 1 70,300 0 0
CONTINENTAL RESOURCES INC COM 212015101 5,955 114,600 SH   DFND 1 114,600 0 0
COPA HOLDINGS SA CL A P31076105 478 5,435 SH   DFND 1 5,435 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 18,964 201,291 SH   DFND 1 201,291 0 0
CSX CORP COM 126408103 11,866 389,046 SH   DFND 1 389,046 0 0
D R HORTON INC COM 23331A109 743 24,619 SH   DFND 1 24,619 0 0
DARDEN RESTAURANTS INC COM 237194105 6,132 100,000 SH   DFND 1 100,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 3,450 88,061 SH   DFND 1 88,061 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 2,988 41,900 SH   DFND 1 41,900 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,374 76,500 SH   DFND 1 76,500 0 0
DISCOVER FINL SVCS COM 254709108 2,165 38,291 SH   DFND 1 38,291 0 0
DISH NETWORK CORP CL A 25470M109 10,956 200,000 SH   DFND 1 200,000 0 0
DOLLAR TREE INC COM 256746108 2,526 32,000 SH   DFND 1 32,000 0 0
DOVER CORP COM 260003108 3,086 41,900 SH   DFND 1 41,900 0 0
DOW CHEM CO COM 260543103 7,321 141,245 SH   DFND 1 141,245 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 4,608 68,801 SH   DFND 1 68,801 0 0
DU PONT E I DE NEMOURS & CO COM 263534109 20,091 300,000 SH Call DFND 1 300,000 0 0
DYCOM INDS INC COM 267475101 769 9,400 SH   DFND 1 9,400 0 0
EAST WEST BANCORP INC COM 27579R104 1,390 37,872 SH   DFND 1 37,872 0 0
ECLIPSE RES CORP COM 27890G100 2,078 631,552 SH   DFND 1 631,552 0 0
EDGEWELL PERS CARE CO COM 28035Q102 2,025 25,464 SH   DFND 1 25,464 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 1,441 27,974 SH   DFND 1 27,974 0 0
FACEBOOK INC CL A 30303M102 26,613 207,473 SH   DFND 1 207,473 0 0
FEDEX CORP COM 31428X106 4,791 27,426 SH   DFND 1 27,426 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 2,491 67,482 SH   DFND 1 67,482 0 0
FIFTH THIRD BANCORP COM 316773100 2,000 97,769 SH   DFND 1 97,769 0 0
FIREEYE INC COM 31816Q101 283 19,200 SH   DFND 1 19,200 0 0
FIRST DATA CORP NEW COM CL A 32008D106 1,371 104,183 SH   DFND 1 104,183 0 0
FIRST HORIZON NATL CORP COM 320517105 1,400 91,906 SH   DFND 1 91,906 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,817 23,559 SH   DFND 1 23,559 0 0
FIVE BELOW INC COM 33829M101 4,291 106,500 SH   DFND 1 106,500 0 0
FLOTEK INDS INC DEL COM 343389102 5,119 352,034 SH   DFND 1 352,034 0 0
FNB CORP PA COM 302520101 2,007 163,198 SH   DFND 1 163,198 0 0
FOAMIX PHARMACEUTICALS LTD SHS M46135105 4,750 512,995 SH   DFND 1 512,995 0 0
FORTINET INC COM 34959E109 554 15,000 SH   DFND 1 15,000 0 0
FULTON FINL CORP PA COM 360271100 1,620 111,541 SH   DFND 1 111,541 0 0
GAMESTOP CORP NEW CL A 36467W109 414 15,000 SH   DFND 1 15,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 5,018 150,000 SH   DFND 1 150,000 0 0
GENESEE & WYO INC CL A 371559105 4,562 66,159 SH   DFND 1 66,159 0 0
GOLDEN STAR RES LTD CDA COM 38119T104 240 285,910 SH   DFND 1 285,910 0 0
GREAT WESTN BANCORP INC COM 391416104 1,368 41,061 SH   DFND 1 41,061 0 0
GREENHILL & CO INC COM 395259104 1,059 44,919 SH   DFND 1 44,919 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 26,546 200,000 SH Call DFND 1 200,000 0 0
HANCOCK HLDG CO COM 410120109 2,019 62,243 SH   DFND 1 62,243 0 0
HARLEY DAVIDSON INC COM 412822108 10,518 200,000 SH Call DFND 1 200,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 3,040 62,542 SH   DFND 1 62,542 0 0
HEARTLAND EXPRESS INC COM 422347104 6,113 323,774 SH   DFND 1 323,774 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,503 110,000 SH   DFND 1 110,000 0 0
HOLLYFRONTIER CORP COM 436106108 2,450 100,000 SH   DFND 1 100,000 0 0
HOME DEPOT INC COM 437076102 6,970 54,162 SH   DFND 1 54,162 0 0
HOME DEPOT INC COM 437076102 19,302 150,000 SH Put DFND 1 150,000 0 0
HUB GROUP INC CL A 443320106 1,753 42,998 SH   DFND 1 42,998 0 0
HUNT J B TRANS SVCS INC COM 445658107 15,031 185,249 SH   DFND 1 185,249 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,035 104,940 SH   DFND 1 104,940 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 725 60,950 SH   DFND 1 60,950 0 0
IAMGOLD CORP COM 450913108 506 125,000 SH   DFND 1 125,000 0 0
IBERIABANK CORP COM 450828108 1,742 25,950 SH   DFND 1 25,950 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 16,766 1,422,067 SH   DFND 1 1,422,067 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 556 3,500 SH   DFND 1 3,500 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 3,413 140,000 SH   DFND 1 140,000 0 0
INTERXION HOLDING N.V SHS N47279109 14,488 400,000 SH Call DFND 1 400,000 0 0
INTERXION HOLDING N.V SHS N47279109 22,836 630,478 SH   DFND 1 630,478 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 1,270 80,000 SH   DFND 1 80,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 7,490 200,000 SH Put DFND 1 200,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 1,027 27,424 SH   DFND 1 27,424 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 18,632 150,000 SH Put DFND 1 150,000 0 0
ISHARES TR U.S. REAL ES ETF 464287739 1,309 16,234 SH   DFND 1 16,234 0 0
JACK IN THE BOX INC COM 466367109 10,116 105,441 SH   DFND 1 105,441 0 0
KAR AUCTION SVCS INC COM 48238T109 2,158 50,000 SH   DFND 1 50,000 0 0
KEYCORP NEW COM 493267108 8,661 711,654 SH   DFND 1 711,654 0 0
KNIGHT TRANSN INC COM 499064103 6,959 242,545 SH   DFND 1 242,545 0 0
KRAFT HEINZ CO COM 500754106 10,396 116,143 SH   DFND 1 116,143 0 0
LAS VEGAS SANDS CORP COM 517834107 5,810 100,976 SH   DFND 1 100,976 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 2,530 79,977 SH   DFND 1 79,977 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 17,515 377,633 SH   DFND 1 377,633 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 6,957 150,000 SH Call DFND 1 150,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 11,963 350,000 SH   DFND 1 350,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 11,220 400,000 SH   DFND 1 400,000 0 0
LINKEDIN CORP COM CL A 53578A108 4,969 26,000 SH   DFND 1 26,000 0 0
LOCKHEED MARTIN CORP COM 539830109 7,440 31,037 SH   DFND 1 31,037 0 0
M & T BK CORP COM 55261F104 1,664 14,333 SH   DFND 1 14,333 0 0
MACYS INC COM 55616P104 33,264 897,812 SH   DFND 1 897,812 0 0
MATCH GROUP INC COM 57665R106 178 10,000 SH   DFND 1 10,000 0 0
MAXLINEAR INC CL A 57776J100 628 30,983 SH   DFND 1 30,983 0 0
MEDICINES CO COM 584688105 15,909 421,550 SH   DFND 1 421,550 0 0
MEDICINES CO COM 584688105 3,774 100,000 SH Call DFND 1 100,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,797 107,300 SH   DFND 1 107,300 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,816 185,000 SH   DFND 1 185,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 45,899 418,021 SH   DFND 1 418,021 0 0
MOLSON COORS BREWING CO CL B 60871R209 13,725 125,000 SH Call DFND 1 125,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 19,764 180,000 SH Put DFND 1 180,000 0 0
MONDELEZ INTL INC CL A 609207105 4,034 91,900 SH   DFND 1 91,900 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 15,171 103,338 SH   DFND 1 103,338 0 0
MYLAN N V SHS EURO N59465109 1,080 28,340 SH   DFND 1 28,340 0 0
NETFLIX INC COM 64110L106 7,391 75,000 SH Call DFND 1 75,000 0 0
NEURODERM LTD ORD SHS M74231107 1,219 65,913 SH   DFND 1 65,913 0 0
NEWELL BRANDS INC COM 651229106 8,730 165,782 SH   DFND 1 165,782 0 0
NOMAD HLDGS LTD USD ORD SHS G6564A105 309 26,123 SH   DFND 1 26,123 0 0
NORDSTROM INC COM 655664100 3,486 67,200 SH   DFND 1 67,200 0 0
NORFOLK SOUTHERN CORP COM 655844108 17,071 175,885 SH   DFND 1 175,885 0 0
NVIDIA CORP COM 67066G104 6,578 96,000 SH   DFND 1 96,000 0 0
NVR INC COM 62944T105 1,209 737 SH   DFND 1 737 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 5,602 20,000 SH Put DFND 1 20,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 6,070 83,237 SH   DFND 1 83,237 0 0
OCLARO INC COM NEW 67555N206 4,918 575,200 SH   DFND 1 575,200 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 4,086 155,900 SH   DFND 1 155,900 0 0
PACE HLDGS CORP UNIT 99/99/9999 G6865N129 4,180 400,000 SH   DFND 1 400,000 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 1,664 48,639 SH   DFND 1 48,639 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 8,555 250,000 SH Call DFND 1 250,000 0 0
PACWEST BANCORP DEL COM 695263103 5,782 134,740 SH   DFND 1 134,740 0 0
PANDORA MEDIA INC COM 698354107 3,602 251,337 SH   DFND 1 251,337 0 0
PARSLEY ENERGY INC CL A 701877102 8,046 240,101 SH   DFND 1 240,101 0 0
PAYPAL HLDGS INC COM 70450Y103 15,174 370,368 SH   DFND 1 370,368 0 0
PAYPAL HLDGS INC COM 70450Y103 8,194 200,000 SH Call DFND 1 200,000 0 0
PEOPLES UNITED FINANCIAL INC COM 712704105 1,976 124,875 SH   DFND 1 124,875 0 0
PINNACLE FOODS INC DEL COM 72348P104 15,247 303,898 SH   DFND 1 303,898 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,737 19,285 SH   DFND 1 19,285 0 0
POST HLDGS INC COM 737446104 12,428 161,044 SH   DFND 1 161,044 0 0
PRAXAIR INC COM 74005P104 10,727 88,775 SH   DFND 1 88,775 0 0
PROSPERITY BANCSHARES INC COM 743606105 3,154 57,452 SH   DFND 1 57,452 0 0
PTC INC COM 69370C100 3,492 78,800 SH   DFND 1 78,800 0 0
PULTE GROUP INC COM 745867101 1,727 86,190 SH   DFND 1 86,190 0 0
PVH CORP COM 693656100 6,917 62,600 SH   DFND 1 62,600 0 0
QORVO INC COM 74736K101 8,500 152,500 SH   DFND 1 152,500 0 0
QORVO INC COM 74736K101 7,804 140,000 SH Call DFND 1 140,000 0 0
RADIUS HEALTH INC COM NEW 750469207 1,893 35,000 SH   DFND 1 35,000 0 0
RALPH LAUREN CORP CL A 751212101 4,147 41,000 SH   DFND 1 41,000 0 0
RAYTHEON CO COM NEW 755111507 3,648 26,800 SH   DFND 1 26,800 0 0
REGIONS FINL CORP NEW COM 7591EP100 2,180 220,890 SH   DFND 1 220,890 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 7,175 207,500 SH   DFND 1 207,500 0 0
RICE ENERGY INC COM 762760106 1,175 45,000 SH   DFND 1 45,000 0 0
RITE AID CORP COM 767754104 5,460 710,000 SH Call DFND 1 710,000 0 0
RSP PERMIAN INC COM 74978Q105 4,100 105,732 SH   DFND 1 105,732 0 0
SAGE THERAPEUTICS INC COM 78667J108 4,622 100,372 SH   DFND 1 100,372 0 0
SALESFORCE COM INC COM 79466L302 2,140 30,000 SH Call DFND 1 30,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 22,633 201,796 SH   DFND 1 201,796 0 0
SCHLUMBERGER LTD COM 806857108 6,034 76,727 SH   DFND 1 76,727 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 4,825 250,000 SH Call DFND 1 250,000 0 0
SERVICENOW INC COM 81762P102 396 5,000 SH   DFND 1 5,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 7,761 40,036 SH   DFND 1 40,036 0 0
SHOPIFY INC CL A 82509L107 6,219 144,900 SH   DFND 1 144,900 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 10,372 87,561 SH   DFND 1 87,561 0 0
SILVER RUN ACQUISITION CORP UNIT 99/99/9999T 82811P200 3,284 182,350 SH   DFND 1 182,350 0 0
SIMON PPTY GROUP INC NEW COM 828806109 10,351 50,000 SH Put DFND 1 50,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 5,494 72,160 SH   DFND 1 72,160 0 0
SOUTHWESTERN ENERGY CO COM 845467109 8,903 643,301 SH   DFND 1 643,301 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 97,335 450,000 SH Put DFND 1 450,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,696 26,332 SH   DFND 1 26,332 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 54,075 250,000 SH Call DFND 1 250,000 0 0
SPLUNK INC COM 848637104 205 3,500 SH   DFND 1 3,500 0 0
ST JUDE MED INC COM 790849103 7,178 90,000 SH   DFND 1 90,000 0 0
SUNTRUST BKS INC COM 867914103 2,812 64,208 SH   DFND 1 64,208 0 0
SVB FINL GROUP COM 78486Q101 8,472 76,645 SH   DFND 1 76,645 0 0
SWIFT TRANSN CO CL A 87074U101 5,011 233,400 SH   DFND 1 233,400 0 0
SYNCHRONY FINL COM 87165B103 4,114 146,937 SH   DFND 1 146,937 0 0
SYNOVUS FINL CORP COM NEW 87161C501 2,112 64,928 SH   DFND 1 64,928 0 0
TABLEAU SOFTWARE INC CL A 87336U105 884 16,000 SH   DFND 1 16,000 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 314 17,829 SH   DFND 1 17,829 0 0
TCF FINL CORP COM 872275102 2,725 187,813 SH   DFND 1 187,813 0 0
TE CONNECTIVITY LTD REG SHS H84989104 773 12,000 SH   DFND 1 12,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 10,111 178,204 SH   DFND 1 178,204 0 0
TERADATA CORP DEL COM 88076W103 978 31,557 SH   DFND 1 31,557 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 5,571 101,438 SH   DFND 1 101,438 0 0
TEXAS INSTRS INC COM 882508104 1,642 23,400 SH   DFND 1 23,400 0 0
TIFFANY & CO NEW COM 886547108 3,494 48,100 SH   DFND 1 48,100 0 0
TJX COS INC NEW COM 872540109 4,921 65,800 SH   DFND 1 65,800 0 0
TOLL BROTHERS INC COM 889478103 1,769 59,249 SH   DFND 1 59,249 0 0
TRUSTMARK CORP COM 898402102 1,874 68,000 SH   DFND 1 68,000 0 0
TWITTER INC COM 90184L102 2,940 127,547 SH   DFND 1 127,547 0 0
UMPQUA HLDGS CORP COM 904214103 996 66,186 SH   DFND 1 66,186 0 0
UNION PAC CORP COM 907818108 14,716 150,884 SH   DFND 1 150,884 0 0
UNITED CONTL HLDGS INC COM 910047109 2,365 45,072 SH   DFND 1 45,072 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,506 22,912 SH   DFND 1 22,912 0 0
UNITED RENTALS INC COM 911363109 3,100 39,500 SH   DFND 1 39,500 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,676 30,200 SH   DFND 1 30,200 0 0
US BANCORP DEL COM NEW 902973304 1,898 44,249 SH   DFND 1 44,249 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,060 20,000 SH   DFND 1 20,000 0 0
VALLEY NATL BANCORP COM 919794107 2,166 222,639 SH   DFND 1 222,639 0 0
VIACOM INC NEW CL B 92553P201 6,668 175,000 SH   DFND 1 175,000 0 0
VONAGE HLDGS CORP COM 92886T201 1,057 159,900 SH   DFND 1 159,900 0 0
VWR CORP COM 91843L103 2,879 101,522 SH   DFND 1 101,522 0 0
WASHINGTON FED INC COM 938824109 719 26,938 SH   DFND 1 26,938 0 0
WEBSTER FINL CORP CONN COM 947890109 3,186 83,814 SH   DFND 1 83,814 0 0
WESTAMERICA BANCORPORATION COM 957090103 1,520 29,870 SH   DFND 1 29,870 0 0
WESTERN ALLIANCE BANCORP COM 957638109 7,798 207,727 SH   DFND 1 207,727 0 0
WINTRUST FINL CORP COM 97650W108 6,410 115,343 SH   DFND 1 115,343 0 0
WORKDAY INC CL A 98138H101 7,794 85,000 SH Call DFND 1 85,000 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 8,916 363,469 SH   DFND 1 363,469 0 0
WYNN RESORTS LTD COM 983134107 5,390 55,323 SH   DFND 1 55,323 0 0
XPO LOGISTICS INC COM 983793100 7,528 205,303 SH   DFND 1 205,303 0 0
YELP INC CL A 985817105 3,353 80,400 SH   DFND 1 80,400 0 0
ZAYO GROUP HLDGS INC COM 98919V105 22,404 754,084 SH   DFND 1 754,084 0 0
ZYNGA INC CL A 98986T108 728 250,000 SH   DFND 1 250,000 0 0