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
AMDOCS LTD COM G02602103 13,130 282,600 SH   DFND 1 282,600 0 0
AMDOCS LTD COM G02602103 6,626 142,620 SH   DFND 2 142,620 0 0
COVIDIEN PLC COM G2554F113 2,068 28,069 SH   DFND   28,069 0 0
COVIDIEN PLC COM G2554F113 20,456 277,712 SH   DFND 1 277,712 0 0
COVIDIEN PLC COM G2554F113 2,578 35,000 SH   DFND 2 35,000 0 0
COVIDIEN PLC COM G2554F113 3,994 54,219 SH   DFND 3 54,219 0 0
MALLINCKRODT PLC COM G5785G107 222 3,508 SH   DFND   3,508 0 0
MALLINCKRODT PLC COM G5785G107 2,201 34,715 SH   DFND 1 34,715 0 0
MALLINCKRODT PLC COM G5785G107 277 4,376 SH   DFND 2 4,376 0 0
MALLINCKRODT PLC COM G5785G107 430 6,777 SH   DFND 3 6,777 0 0
ROWAN COMPANIES INC COM G7665A101 11,114 330,000 SH   DFND 1 330,000 0 0
ROWAN COMPANIES INC COM G7665A101 5,726 170,000 SH   DFND 2 170,000 0 0
XL GROUP PUBLIC LIMITED COMPANY COM G98290102 4,061 129,967 SH   DFND 1 129,967 0 0
XL GROUP PUBLIC LIMITED COMPANY COM G98290102 1,563 50,000 SH   DFND 2 50,000 0 0
WEATHERFORD INTL LTD COM H27013103 10,416 600,000 SH   DFND 1 600,000 0 0
WEATHERFORD INTL LTD COM H27013103 8,680 500,000 SH   DFND 2 500,000 0 0
WEATHERFORD INTL LTD COM H27013103 1,736 100,000 SH   DFND 3 100,000 0 0
FLEXTRONICS INTL LTD COM Y2573F102 7,685 831,724 SH   DFND 1 831,724 0 0
FLEXTRONICS INTL LTD COM Y2573F102 7,792 843,276 SH   DFND 2 843,276 0 0
FLEXTRONICS INTL LTD COM Y2573F102 2,772 300,000 SH   DFND 3 300,000 0 0
AT&T INC COM 00206R102 2,104 60,000 SH   DFND 1 60,000 0 0
AT&T INC COM 00206R102 2,806 80,000 SH   DFND 2 80,000 0 0
ALCOA INC COM 013817101 4,505 350,000 SH   DFND 1 350,000 0 0
ALCOA INC COM 013817101 5,791 450,000 SH   DFND 2 450,000 0 0
ALCOA INC COM 013817101 6,435 500,000 SH   DFND 3 500,000 0 0
ALPHATEC HOLDINGS COM 02081G102 3,453 2,302,070 SH   DFND 1 2,302,070 0 0
AMEREN CORPORATION COM 023608102 7,688 186,600 SH   DFND 1 186,600 0 0
AMEREN CORPORATION COM 023608102 3,848 93,400 SH   DFND 2 93,400 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 6,965 190,312 SH   DFND 1 190,312 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 13,165 359,688 SH   DFND 2 359,688 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E106 3,672 300,000 SH   DFND 1 300,000 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E106 11,016 900,000 SH   DFND 2 900,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 21,190 250,000 SH   DFND 1 250,000 0 0
APPLE COMPUTER INC. COM 037833100 21,470 40,000 SH   DFND 1 40,000 0 0
ARCHER DANIELS COM 039483102 6,509 150,007 SH   DFND 1 150,007 0 0
ARCHER DANIELS COM 039483102 5,423 124,993 SH   DFND 2 124,993 0 0
ARCHER DANIELS COM 039483102 7,593 175,000 SH   DFND 3 175,000 0 0
ASTRAZENECA PLC-SPONS ADR COM 046353108 19,788 305,000 SH   DFND 1 305,000 0 0
ASTRAZENECA PLC-SPONS ADR COM 046353108 2,920 45,000 SH   DFND 2 45,000 0 0
ATMOS ENERGY CORP COM 049560105 3,299 70,000 SH   DFND 1 70,000 0 0
ATMOS ENERGY CORP COM 049560105 25,922 550,000 SH   DFND 2 550,000 0 0
AVERY DENNISON CORP COM 053611109 6,549 129,256 SH   DFND   129,256 0 0
AVERY DENNISON CORP COM 053611109 9,354 184,600 SH   DFND 1 184,600 0 0
AVERY DENNISON CORP COM 053611109 3,995 78,853 SH   DFND 2 78,853 0 0
AVERY DENNISON CORP COM 053611109 5,436 107,291 SH   DFND 3 107,291 0 0
AVON PRODUCTS COM 054303102 2,196 150,000 SH   DFND   150,000 0 0
AVON PRODUCTS COM 054303102 9,516 650,000 SH   DFND 2 650,000 0 0
BP PLC-SPONS ADR COM 055622104 5,291 110,000 SH   DFND 1 110,000 0 0
BP PLC-SPONS ADR COM 055622104 13,949 290,000 SH   DFND 2 290,000 0 0
BANK OF AMERICA COM 060505104 7,007 407,356 SH   DFND 1 407,356 0 0
BANK OF AMERICA COM 060505104 9,849 572,645 SH   DFND 2 572,645 0 0
BANK OF AMERICA COM 060505104 344 20,000 SH   DFND 3 20,000 0 0
BANK OF AMERICA CORP PFD 060505682 2,288 2,000 SH   DFND 1 2,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 7,058 200,000 SH   DFND 1 200,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 10,587 300,000 SH   DFND 2 300,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 3,529 100,000 SH   DFND 3 100,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 16,188 220,000 SH   DFND 1 220,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 3,679 50,000 SH   DFND 2 50,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 5,408 400,000 SH   DFND   400,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,219 460,000 SH   DFND 1 460,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 8,653 640,000 SH   DFND 2 640,000 0 0
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 13,816 372,000 SH   DFND 1 372,000 0 0
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 5,014 135,000 SH   DFND 2 135,000 0 0
CBS CORP-CL B COM 124857202 19,646 317,900 SH   DFND 1 317,900 0 0
CBS CORP-CL B COM 124857202 3,838 62,100 SH   DFND 2 62,100 0 0
CELESTICA INC COM 15101Q108 10,950 1,000,000 SH   DFND 1 1,000,000 0 0
CELESTICA INC COM 15101Q108 4,379 399,900 SH   DFND 2 399,900 0 0
CELESTICA INC COM 15101Q108 3,286 300,100 SH   DFND 3 300,100 0 0
CISCO SYSTEMS INC COM 17275R102 2,242 100,000 SH   DFND   100,000 0 0
CISCO SYSTEMS INC COM 17275R102 7,307 326,000 SH   DFND 1 326,000 0 0
CISCO SYSTEMS INC COM 17275R102 6,142 274,000 SH   DFND 2 274,000 0 0
CITIGROUP INC COM 172967424 29 600 SH   DFND   600 0 0
CITIGROUP INC COM 172967424 8,587 180,400 SH   DFND 1 180,400 0 0
CITIGROUP INC COM 172967424 5,664 119,000 SH   DFND 2 119,000 0 0
CITIGROUP INC COM 172967424 4,760 100,000 SH   DFND 3 100,000 0 0
COCA COLA ENTERPRISES INC COM 19122T109 9,258 193,847 SH   DFND 1 193,847 0 0
COCA COLA ENTERPRISES INC COM 19122T109 14,622 306,153 SH   DFND 2 306,153 0 0
COMCAST CORP-CL A COM 20030N101 12,510 250,000 SH   DFND 1 250,000 0 0
COMCAST CORP-CL A COM 20030N101 10,008 200,000 SH   DFND 2 200,000 0 0
COMMUNITY HEALTH SYSTEMS INC COM 203668108 272 6,942 SH   DFND   6,942 0 0
COMMUNITY HEALTH SYSTEMS INC COM 203668108 17,300 441,652 SH   DFND 1 441,652 0 0
COMMUNITY HEALTH SYSTEMS INC COM 203668108 9,736 248,594 SH   DFND 2 248,594 0 0
COMMUNITY HEALTH SYSTEMS INC COM 203668108 1,632 41,652 SH   DFND 3 41,652 0 0
COMMUNITY HEALTH SYSTEMS CVR COM 203668116 6 100,000 SH   DFND   100,000 0 0
COMMUNITY HEALTH SYSTEMS CVR COM 203668116 36 600,000 SH   DFND 1 600,000 0 0
COMMUNITY HEALTH SYSTEMS CVR COM 203668116 42 700,000 SH   DFND 2 700,000 0 0
COMMUNITY HEALTH SYSTEMS CVR COM 203668116 36 600,000 SH   DFND 3 600,000 0 0
CONOCOPHILLIPS COM 20825C104 13,367 190,000 SH   DFND 1 190,000 0 0
CONSOLIDATED EDISON INC COM 209115104 2,683 50,000 SH   DFND   50,000 0 0
CONSOLIDATED EDISON INC COM 209115104 8,772 163,500 SH   DFND 1 163,500 0 0
CONSOLIDATED EDISON INC COM 209115104 5,365 100,000 SH   DFND 2 100,000 0 0
DTE ENERGY COMPANY COM 233331107 11,143 150,000 SH   DFND   150,000 0 0
DTE ENERGY COMPANY COM 233331107 7,429 100,000 SH   DFND 1 100,000 0 0
DTE ENERGY COMPANY COM 233331107 7,407 99,700 SH   DFND 2 99,700 0 0
DEAN FOODS CO COM 242370203 5,233 338,478 SH   DFND 1 338,478 0 0
DEAN FOODS CO COM 242370203 8,371 541,506 SH   DFND 2 541,506 0 0
DEAN FOODS CO COM 242370203 4,575 295,916 SH   DFND 3 295,916 0 0
DELTA AIRLINES INC DEL COM 247361702 11,589 334,470 SH   DFND 1 334,470 0 0
DELTA AIRLINES INC DEL COM 247361702 12,775 368,700 SH   DFND 2 368,700 0 0
DELTA AIRLINES INC DEL COM 247361702 10,285 296,830 SH   DFND 3 296,830 0 0
DOW CHEMICAL CO COM 260543103 17,492 360,000 SH   DFND 1 360,000 0 0
DUKE ENERGY CORP COM 26441C204 1,240 17,416 SH   DFND   17,416 0 0
DUKE ENERGY CORP COM 26441C204 10,060 141,248 SH   DFND 1 141,248 0 0
DUKE ENERGY CORP COM 26441C204 8,087 113,556 SH   DFND 2 113,556 0 0
EGAIN COMMUNICATIONS CORP COM 28225C806 151 21,355 SH   DFND 3 21,355 0 0
ERICSSON (LM) TEL-SP ADR COM 294821608 7,145 536,000 SH   DFND 1 536,000 0 0
ERICSSON (LM) TEL-SP ADR COM 294821608 7,518 564,000 SH   DFND 2 564,000 0 0
ERICSSON (LM) TEL-SP ADR COM 294821608 5,332 400,000 SH   DFND 3 400,000 0 0
EXCELON CORP NPV COM 30161N101 9,363 279,000 SH   DFND 1 279,000 0 0
EXCELON CORP NPV COM 30161N101 3,833 114,204 SH   DFND 2 114,204 0 0
FOREST LABORATORIES INC COM 345838106 18,454 200,000 SH   DFND 2 200,000 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 34 6,000 SH   DFND   6,000 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 256 44,896 SH   DFND 1 44,896 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 349 61,210 SH   DFND 2 61,210 0 0
GENERAL ELECTRIC COM 369604103 6,214 240,000 SH   DFND 1 240,000 0 0
GENERAL ELECTRIC COM 369604103 4,919 190,000 SH   DFND 2 190,000 0 0
GENERAL MILLS INC COM 370334104 5,182 100,000 SH   DFND 1 100,000 0 0
GENERAL MILLS INC COM 370334104 12,437 240,000 SH   DFND 2 240,000 0 0
GENWORTH FINANCIAL INC-CL A COM 37247D106 3,546 200,000 SH   DFND 1 200,000 0 0
GENWORTH FINANCIAL INC-CL A COM 37247D106 1,418 80,000 SH   DFND 2 80,000 0 0
GLAXOSMITHKLINE PLC-ADR COM 37733W105 9,671 181,000 SH   DFND 1 181,000 0 0
GOOGLE INC-CL A COM 38259P508 33,435 30,000 SH   DFND 1 30,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 6,371 235,600 SH   DFND 1 235,600 0 0
GREAT PLAINS ENERGY INC COM 391164100 4,637 171,500 SH   DFND 2 171,500 0 0
HARTFORD FINANCIAL SERVICES COM 416515104 1,411 40,000 SH   DFND   40,000 0 0
HARTFORD FINANCIAL SERVICES COM 416515104 2,116 60,000 SH   DFND 1 60,000 0 0
HESS CORP COM 42809H107 16,576 200,000 SH   DFND 1 200,000 0 0
HUMANA INCORPORATED COM 444859102 9,464 83,961 SH   DFND 1 83,961 0 0
HUMANA INCORPORATED COM 444859102 6,317 56,039 SH   DFND 2 56,039 0 0
HUNTINGTON INGALLS INDUSTRIES COM 446413106 2,557 25,000 SH   DFND 1 25,000 0 0
JP MORGAN CHASE & CO COM 46625H100 16,610 273,600 SH   DFND 1 273,600 0 0
JP MORGAN CHASE & CO COM 46625H100 2,428 40,000 SH   DFND 2 40,000 0 0
JP MORGAN CHASE & CO COM 46625H100 2,817 46,400 SH   DFND 3 46,400 0 0
JABIL CIRCUIT INC COM 466313103 3,857 214,286 SH   DFND   214,286 0 0
JABIL CIRCUIT INC COM 466313103 12,899 716,600 SH   DFND 1 716,600 0 0
JABIL CIRCUIT INC COM 466313103 4,844 269,114 SH   DFND 2 269,114 0 0
KRAFT FOODS GROUP INC COM 50076Q106 6,880 122,632 SH   DFND 1 122,632 0 0
KRAFT FOODS GROUP INC COM 50076Q106 2,580 45,987 SH   DFND 2 45,987 0 0
KROGER CO. COM 501044101 8,730 200,000 SH   DFND 1 200,000 0 0
KROGER CO. COM 501044101 17,460 400,000 SH   DFND 3 400,000 0 0
LIFE POINT HOSPITALS COM 53219L109 13,768 252,400 SH   DFND 1 252,400 0 0
LIFE POINT HOSPITALS COM 53219L109 8,052 147,600 SH   DFND 2 147,600 0 0
MANULIFE FINANCIAL SERVICES COM 56501R106 2,216 114,734 SH   DFND   114,734 0 0
MARATHON OIL CORP COM 565849106 15,984 450,000 SH   DFND 2 450,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 13,056 150,000 SH   DFND 2 150,000 0 0
MEDTRONIC INC COM 585055106 10,770 175,000 SH   DFND 2 175,000 0 0
MEDTRONIC INC COM 585055106 10,770 175,000 SH   DFND 3 175,000 0 0
MERCK & CO. INC. COM 58933Y105 14,817 261,000 SH   DFND 1 261,000 0 0
MERCK & CO. INC. COM 58933Y105 11,354 200,000 SH   DFND 2 200,000 0 0
MICROSOFT CORP COM 594918104 13,936 340,000 SH   DFND 1 340,000 0 0
MICROSOFT CORP COM 594918104 9,018 220,000 SH   DFND 2 220,000 0 0
MICROSOFT CORP COM 594918104 1,640 40,000 SH   DFND 3 40,000 0 0
MONDELEZ INTERNATIONAL INC-A COM 609207105 12,710 367,898 SH   DFND 1 367,898 0 0
MONDELEZ INTERNATIONAL INC-A COM 609207105 4,767 137,962 SH   DFND 2 137,962 0 0
MORGAN STANLEY DEAN WITTER COM 617446448 6,546 210,000 SH   DFND 1 210,000 0 0
MORGAN STANLEY DEAN WITTER COM 617446448 5,922 190,000 SH   DFND 2 190,000 0 0
MORGAN STANLEY DEAN WITTER COM 617446448 2,820 90,472 SH   DFND 3 90,472 0 0
NEWELL RUBBERMAID INC COM 651229106 13,467 450,400 SH   DFND 1 450,400 0 0
NEWELL RUBBERMAID INC COM 651229106 13,443 449,600 SH   DFND 2 449,600 0 0
NEWTEK BUSINESS SERVICES INCE - RES COM 652526104 4 1,500 SH   DFND   1,500 0 0
NEWTEK BUSINESS SERVICES INCE - RES COM 652526104 186 64,500 SH   DFND 1 64,500 0 0
NEWTEK BUSINESS SERVICES INCE - RES COM 652526104 1 500 SH   DFND 3 500 0 0
NISOURCE INC COM 65473P105 11,906 335,100 SH   DFND 1 335,100 0 0
NISOURCE INC COM 65473P105 7,635 214,900 SH   DFND 2 214,900 0 0
NORTHROP GRUMMAN CORP COM 666807102 18,507 150,000 SH   DFND 1 150,000 0 0
NVIDIA CORP COM 67066G104 8,955 500,000 SH   DFND 1 500,000 0 0
NVIDIA CORP COM 67066G104 7,164 400,000 SH   DFND 2 400,000 0 0
OFFICE DEPOT INC COM 676220106 620 150,000 SH   DFND   150,000 0 0
OFFICE DEPOT INC COM 676220106 3,718 900,224 SH   DFND 1 900,224 0 0
OFFICE DEPOT INC COM 676220106 4,336 1,049,776 SH   DFND 2 1,049,776 0 0
OFFICE DEPOT INC COM 676220106 1,652 400,000 SH   DFND 3 400,000 0 0
OMNICARE INC COM 681904108 15,514 260,000 SH   DFND 1 260,000 0 0
OMNICARE INC COM 681904108 2,387 40,000 SH   DFND 2 40,000 0 0
ORACLE CORP COM 68389X105 2,046 50,000 SH   DFND   50,000 0 0
ORACLE CORP COM 68389X105 6,546 160,000 SH   DFND 1 160,000 0 0
ORACLE CORP COM 68389X105 3,273 80,000 SH   DFND 2 80,000 0 0
OWENS ILLINOIS COM 690768403 5,075 150,000 SH   DFND   150,000 0 0
OWENS ILLINOIS COM 690768403 3,444 101,800 SH   DFND 1 101,800 0 0
OWENS ILLINOIS COM 690768403 12,880 380,733 SH   DFND 2 380,733 0 0
OWENS ILLINOIS COM 690768403 3,295 97,400 SH   DFND 3 97,400 0 0
PEPCO HOLDINGS INC COM 713291102 2,048 100,000 SH   DFND   100,000 0 0
PEPCO HOLDINGS INC COM 713291102 6,709 327,600 SH   DFND 1 327,600 0 0
PEPCO HOLDINGS INC COM 713291102 5,951 290,600 SH   DFND 2 290,600 0 0
PFIZER INC COM 717081103 633 19,700 SH   DFND   19,700 0 0
PFIZER INC COM 717081103 18,524 576,725 SH   DFND 1 576,725 0 0
PFIZER INC COM 717081103 10,311 321,025 SH   DFND 2 321,025 0 0
PINNACLE WEST CAPITAL COM 723484101 2,733 50,000 SH   DFND   50,000 0 0
PINNACLE WEST CAPITAL COM 723484101 14,212 260,000 SH   DFND 1 260,000 0 0
PINNACLE WEST CAPITAL COM 723484101 3,826 70,000 SH   DFND 2 70,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 21,430 370,000 SH   DFND 1 370,000 0 0
RADIOSHACK CORP COM 750438103 288 136,000 SH   DFND 1 136,000 0 0
RADIOSHACK CORP COM 750438103 772 364,000 SH   DFND 2 364,000 0 0
ROCKWOOD HOLDINGS COM 774415103 5,004 67,261 SH   DFND 1 67,261 0 0
ROCKWOOD HOLDINGS COM 774415103 1,251 16,816 SH   DFND 2 16,816 0 0
ROYAL DUTCH SHELL PLC COM 780259206 7,306 100,000 SH   DFND 1 100,000 0 0
ROYAL DUTCH SHELL PLC COM 780259206 7,306 100,000 SH   DFND 3 100,000 0 0
ST JUDE MEDICAL COM 790849103 22,887 350,000 SH   DFND 1 350,000 0 0
ST JUDE MEDICAL COM 790849103 3,270 50,000 SH   DFND 3 50,000 0 0
SANOFI-AVENTIS-ADR COM 80105N105 15,684 300,000 SH   DFND 1 300,000 0 0
SANMINA CORP COM 801056102 8,161 467,666 SH   DFND 1 467,666 0 0
SANMINA CORP COM 801056102 5,862 335,954 SH   DFND 2 335,954 0 0
SANMINA CORP COM 801056102 4,519 258,985 SH   DFND 3 258,985 0 0
SPECTRA ENERGY CORP COM 847560109 3,746 101,400 SH   DFND   101,400 0 0
SPECTRA ENERGY CORP COM 847560109 3,605 97,578 SH   DFND 1 97,578 0 0
SPECTRA ENERGY CORP COM 847560109 4,463 120,822 SH   DFND 2 120,822 0 0
SPRINT CORP COM 85207U105 289 31,409 SH   DFND   31,409 0 0
SPRINT CORP COM 85207U105 1,082 117,784 SH   DFND 1 117,784 0 0
SPRINT CORP COM 85207U105 144 15,704 SH   DFND 2 15,704 0 0
STAGE STORES COM 85254C305 0 2 SH   DFND   2 0 0
STAGE STORES COM 85254C305 403 16,489 SH   DFND 3 16,489 0 0
STAPLES INC COM 855030102 7,938 700,000 SH   DFND 1 700,000 0 0
STAPLES INC COM 855030102 5,670 500,000 SH   DFND 2 500,000 0 0
STATE STREET CORP COM 857477103 5,216 75,000 SH   DFND   75,000 0 0
STATE STREET CORP COM 857477103 17,388 250,000 SH   DFND 1 250,000 0 0
SYMANTEC CORP COM 871503108 8,987 450,000 SH   DFND 1 450,000 0 0
SYMANTEC CORP COM 871503108 5,991 300,000 SH   DFND 2 300,000 0 0
SYMANTEC CORP COM 871503108 5,991 300,000 SH   DFND 3 300,000 0 0
SYMETRA FINANCIAL CORP COM 87151Q106 5,912 298,285 SH   DFND 1 298,285 0 0
SYMETRA FINANCIAL CORP COM 87151Q106 1,478 74,571 SH   DFND 2 74,571 0 0
TIME WARNER COM 887317303 6,533 100,000 SH   DFND 1 100,000 0 0
TIME WARNER COM 887317303 11,977 183,333 SH   DFND 2 183,333 0 0
TIME WARNER COM 887317303 1,089 16,666 SH   DFND 3 16,666 0 0
TOTAL SA-SPON ADR COM 89151E109 13,120 200,000 SH   DFND 1 200,000 0 0
TOTAL SA-SPON ADR COM 89151E109 6,560 100,000 SH   DFND 2 100,000 0 0
TRAVELERS COS INC COM 89417E109 1,504 17,678 SH   DFND   17,678 0 0
TRAVELERS COS INC COM 89417E109 9,402 110,481 SH   DFND 1 110,481 0 0
TRAVELERS COS INC COM 89417E109 9,518 111,841 SH   DFND 2 111,841 0 0
TYSON FOODS INC-CL A COM 902494103 17,058 387,600 SH   DFND 1 387,600 0 0
TYSON FOODS INC-CL A COM 902494103 13,113 297,950 SH   DFND 2 297,950 0 0
TYSON FOODS INC-CL A COM 902494103 5,037 114,450 SH   DFND 3 114,450 0 0
UNITEDHEALTH GROUP COM 91324P102 28,697 350,000 SH   DFND 1 350,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 1,189 25,000 SH   DFND   25,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 8,898 187,043 SH   DFND 1 187,043 0 0
VERIZON COMMUNICATIONS COM 92343V104 12,130 255,000 SH   DFND 2 255,000 0 0
VIACOM INC CL B COM 92553P201 8,499 100,000 SH   DFND   100,000 0 0
VIACOM INC CL B COM 92553P201 16,998 200,000 SH   DFND 1 200,000 0 0
WAL-MART COM 931142103 15,286 200,000 SH   DFND 1 200,000 0 0
WALGREEN COMPANY COM 931422109 1,427 21,618 SH   DFND 1 21,618 0 0
WALGREEN COMPANY COM 931422109 11,779 178,382 SH   DFND 3 178,382 0 0
WEIGHT WATCHERS INTL INC COM 948626106 3,223 156,900 SH   DFND 1 156,900 0 0
WEIGHT WATCHERS INTL INC COM 948626106 3,519 171,300 SH   DFND 2 171,300 0 0
WELLS FARGO & COMPANY COM 949746101 1,287 25,884 SH   DFND 1 25,884 0 0
WELLS FARGO & COMPANY COM 949746101 693 13,937 SH   DFND 2 13,937 0 0
WESTERN UNION CO COM 959802109 8,180 500,000 SH   DFND 1 500,000 0 0
WESTERN UNION CO COM 959802109 8,180 500,000 SH   DFND 2 500,000 0 0
WILLIAMS COMPANIES COM 969457100 14,203 350,000 SH   DFND 2 350,000 0 0
WPX ENERGY INC COM 98212B103 5,316 294,834 SH   DFND 1 294,834 0 0
WPX ENERGY INC COM 98212B103 3,906 216,666 SH   DFND 2 216,666 0 0
WPX ENERGY INC COM 98212B103 5,202 288,500 SH   DFND 3 288,500 0 0