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 15,373 282,600 SH   DFND 1 282,600 0 0
AMDOCS LTD COM G02602103 7,759 142,620 SH   DFND 2 142,620 0 0
WEATHERFORD INTL LTD COM G48833100 7,380 600,000 SH   DFND 1 600,000 0 0
WEATHERFORD INTL LTD COM G48833100 6,150 500,000 SH   DFND 2 500,000 0 0
WEATHERFORD INTL LTD COM G48833100 1,230 100,000 SH   DFND 3 100,000 0 0
MALLINCKRODT PLC COM G5785G107 444 3,508 SH   DFND 0 3,508 0 0
MALLINCKRODT PLC COM G5785G107 4,397 34,715 SH   DFND 1 34,715 0 0
MALLINCKRODT PLC COM G5785G107 554 4,376 SH   DFND 2 4,376 0 0
MALLINCKRODT PLC COM G5785G107 858 6,777 SH   DFND 3 6,777 0 0
MEDTRONIC PLC COM G5960L103 13,648 175,000 SH   DFND 2 175,000 0 0
MEDTRONIC PLC COM G5960L103 13,648 175,000 SH   DFND 3 175,000 0 0
ROWAN COMPANIES INC COM G7665A101 5,844 330,000 SH   DFND 1 330,000 0 0
ROWAN COMPANIES INC COM G7665A101 3,011 170,000 SH   DFND 2 170,000 0 0
XL GROUP PUBLIC LIMITED COMPANY COM G98290102 4,783 129,967 SH   DFND 1 129,967 0 0
XL GROUP PUBLIC LIMITED COMPANY COM G98290102 1,840 50,000 SH   DFND 2 50,000 0 0
FLEXTRONICS INTL LTD COM Y2573F102 10,541 831,724 SH   DFND 1 831,724 0 0
FLEXTRONICS INTL LTD COM Y2573F102 10,689 843,276 SH   DFND 2 843,276 0 0
FLEXTRONICS INTL LTD COM Y2573F102 3,803 300,000 SH   DFND 3 300,000 0 0
AT&T INC COM 00206R102 1,959 60,000 SH   DFND 1 60,000 0 0
AT&T INC COM 00206R102 2,612 80,000 SH   DFND 2 80,000 0 0
ALBEMARLE CORP COM 012653101 1,707 32,305 SH   DFND 1 32,305 0 0
ALBEMARLE CORP COM 012653101 427 8,076 SH   DFND 2 8,076 0 0
ALCOA INC COM 013817101 4,522 350,000 SH   DFND 1 350,000 0 0
ALCOA INC COM 013817101 5,814 450,000 SH   DFND 2 450,000 0 0
ALCOA INC COM 013817101 6,460 500,000 SH   DFND 3 500,000 0 0
ALPHATEC HOLDINGS COM 02081G102 3,338 2,302,070 SH   DFND 1 2,302,070 0 0
AMEREN CORPORATION COM 023608102 7,875 186,600 SH   DFND 1 186,600 0 0
AMEREN CORPORATION COM 023608102 3,941 93,400 SH   DFND 2 93,400 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 10,045 190,312 SH   DFND 1 190,312 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 18,984 359,688 SH   DFND 2 359,688 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E106 5,124 300,000 SH   DFND 1 300,000 0 0
AMERICAN EAGLE OUTFITTERS COM 02553E106 15,372 900,000 SH   DFND 2 900,000 0 0
ANADARKO PETROLEUM CORP COM 032511107 20,703 250,000 SH   DFND 1 250,000 0 0
APPLE COMPUTER INC. COM 037833100 34,840 280,000 SH   DFND 1 280,000 0 0
ARCHER DANIELS COM 039483102 7,110 150,007 SH   DFND 1 150,007 0 0
ARCHER DANIELS COM 039483102 5,925 124,993 SH   DFND 2 124,993 0 0
ARCHER DANIELS COM 039483102 8,295 175,000 SH   DFND 3 175,000 0 0
ASTRAZENECA PLC-SPONS ADR COM 046353108 20,871 305,000 SH   DFND 1 305,000 0 0
ASTRAZENECA PLC-SPONS ADR COM 046353108 3,079 45,000 SH   DFND 2 45,000 0 0
ATMOS ENERGY CORP COM 049560105 2,489 45,000 SH   DFND 1 45,000 0 0
ATMOS ENERGY CORP COM 049560105 16,590 300,000 SH   DFND 2 300,000 0 0
AVERY DENNISON CORP COM 053611109 6,839 129,256 SH   DFND 0 129,256 0 0
AVERY DENNISON CORP COM 053611109 9,767 184,600 SH   DFND 1 184,600 0 0
AVERY DENNISON CORP COM 053611109 4,172 78,853 SH   DFND 2 78,853 0 0
AVERY DENNISON CORP COM 053611109 5,677 107,291 SH   DFND 3 107,291 0 0
AVON PRODUCTS COM 054303102 1,199 150,000 SH   DFND 0 150,000 0 0
AVON PRODUCTS COM 054303102 1,006 125,900 SH   DFND 1 125,900 0 0
AVON PRODUCTS COM 054303102 6,792 850,000 SH   DFND 2 850,000 0 0
BP PLC-SPONS ADR COM 055622104 4,302 110,000 SH   DFND 1 110,000 0 0
BP PLC-SPONS ADR COM 055622104 11,342 290,000 SH   DFND 2 290,000 0 0
BANK OF AMERICA COM 060505104 6,269 407,356 SH   DFND 1 407,356 0 0
BANK OF AMERICA COM 060505104 8,813 572,645 SH   DFND 2 572,645 0 0
BANK OF AMERICA COM 060505104 4,925 320,000 SH   DFND 3 320,000 0 0
BANK OF AMERICA CORP PFD 060505682 2,314 2,000 SH   DFND 1 2,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 8,048 200,000 SH   DFND 1 200,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 12,072 300,000 SH   DFND 2 300,000 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 4,024 100,000 SH   DFND 3 100,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 15,070 220,000 SH   DFND 1 220,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 3,425 50,000 SH   DFND 2 50,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 7,100 400,000 SH   DFND 0 400,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 8,165 460,000 SH   DFND 1 460,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 11,360 640,000 SH   DFND 2 640,000 0 0
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 14,578 265,000 SH   DFND 1 265,000 0 0
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 7,426 135,000 SH   DFND 2 135,000 0 0
CBS CORP-CL B COM 124857202 19,274 317,900 SH   DFND 1 317,900 0 0
CBS CORP-CL B COM 124857202 3,765 62,100 SH   DFND 2 62,100 0 0
CELESTICA INC COM 15101Q108 11,110 1,000,000 SH   DFND 1 1,000,000 0 0
CELESTICA INC COM 15101Q108 4,443 399,900 SH   DFND 2 399,900 0 0
CELESTICA INC COM 15101Q108 3,334 300,100 SH   DFND 3 300,100 0 0
CISCO SYSTEMS INC COM 17275R102 2,753 100,000 SH   DFND 0 100,000 0 0
CISCO SYSTEMS INC COM 17275R102 8,973 326,000 SH   DFND 1 326,000 0 0
CISCO SYSTEMS INC COM 17275R102 7,542 274,000 SH   DFND 2 274,000 0 0
CITIGROUP INC COM 172967424 31 600 SH   DFND 0 600 0 0
CITIGROUP INC COM 172967424 9,294 180,400 SH   DFND 1 180,400 0 0
CITIGROUP INC COM 172967424 6,131 119,000 SH   DFND 2 119,000 0 0
CITIGROUP INC COM 172967424 5,152 100,000 SH   DFND 3 100,000 0 0
COCA COLA ENTERPRISES INC COM 19122T109 8,568 193,847 SH   DFND 1 193,847 0 0
COCA COLA ENTERPRISES INC COM 19122T109 13,532 306,153 SH   DFND 2 306,153 0 0
COMCAST CORP-CL A COM 20030N101 14,118 250,000 SH   DFND 1 250,000 0 0
COMCAST CORP-CL A COM 20030N101 11,294 200,000 SH   DFND 2 200,000 0 0
COMMUNITY HEALTH SYSTEMS INC COM 203668108 363 6,942 SH   DFND 0 6,942 0 0
COMMUNITY HEALTH SYSTEMS INC COM 203668108 23,090 441,652 SH   DFND 1 441,652 0 0
COMMUNITY HEALTH SYSTEMS INC COM 203668108 12,996 248,594 SH   DFND 2 248,594 0 0
COMMUNITY HEALTH SYSTEMS INC COM 203668108 2,178 41,652 SH   DFND 3 41,652 0 0
COMMUNITY HEALTH SYSTEMS CVR COM 203668116 2 100,000 SH   DFND 0 100,000 0 0
COMMUNITY HEALTH SYSTEMS CVR COM 203668116 13 600,000 SH   DFND 1 600,000 0 0
COMMUNITY HEALTH SYSTEMS CVR COM 203668116 15 700,000 SH   DFND 2 700,000 0 0
COMMUNITY HEALTH SYSTEMS CVR COM 203668116 13 600,000 SH   DFND 3 600,000 0 0
CONOCOPHILLIPS COM 20825C104 11,829 190,000 SH   DFND 1 190,000 0 0
CONSOLIDATED EDISON INC COM 209115104 3,050 50,000 SH   DFND 0 50,000 0 0
CONSOLIDATED EDISON INC COM 209115104 9,974 163,500 SH   DFND 1 163,500 0 0
CONSOLIDATED EDISON INC COM 209115104 6,100 100,000 SH   DFND 2 100,000 0 0
DTE ENERGY COMPANY COM 233331107 12,104 150,000 SH   DFND 0 150,000 0 0
DTE ENERGY COMPANY COM 233331107 8,069 100,000 SH   DFND 1 100,000 0 0
DTE ENERGY COMPANY COM 233331107 8,045 99,700 SH   DFND 2 99,700 0 0
DEAN FOODS CO COM 242370203 5,595 338,478 SH   DFND 1 338,478 0 0
DEAN FOODS CO COM 242370203 8,951 541,506 SH   DFND 2 541,506 0 0
DEAN FOODS CO COM 242370203 4,891 295,916 SH   DFND 3 295,916 0 0
DELTA AIRLINES INC DEL COM 247361702 15,038 334,470 SH   DFND 1 334,470 0 0
DELTA AIRLINES INC DEL COM 247361702 16,577 368,700 SH   DFND 2 368,700 0 0
DELTA AIRLINES INC DEL COM 247361702 13,345 296,830 SH   DFND 3 296,830 0 0
DOW CHEMICAL CO COM 260543103 17,273 360,000 SH   DFND 1 360,000 0 0
DUKE ENERGY CORP COM 26441C204 1,337 17,416 SH   DFND 0 17,416 0 0
DUKE ENERGY CORP COM 26441C204 10,845 141,248 SH   DFND 1 141,248 0 0
DUKE ENERGY CORP COM 26441C204 8,719 113,556 SH   DFND 2 113,556 0 0
EGAIN COMMUNICATIONS CORP COM 28225C806 70 21,355 SH   DFND 3 21,355 0 0
ERICSSON (LM) TEL-SP ADR COM 294821608 6,727 536,000 SH   DFND 1 536,000 0 0
ERICSSON (LM) TEL-SP ADR COM 294821608 7,078 564,000 SH   DFND 2 564,000 0 0
ERICSSON (LM) TEL-SP ADR COM 294821608 5,020 400,000 SH   DFND 3 400,000 0 0
EXCELON CORP NPV COM 30161N101 9,377 279,000 SH   DFND 1 279,000 0 0
EXCELON CORP NPV COM 30161N101 3,838 114,204 SH   DFND 2 114,204 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 42 6,000 SH   DFND 0 6,000 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 317 44,896 SH   DFND 1 44,896 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 432 61,210 SH   DFND 2 61,210 0 0
GENERAL ELECTRIC COM 369604103 5,954 240,000 SH   DFND 1 240,000 0 0
GENERAL ELECTRIC COM 369604103 4,714 190,000 SH   DFND 2 190,000 0 0
GENERAL MILLS INC COM 370334104 5,660 100,000 SH   DFND 1 100,000 0 0
GENERAL MILLS INC COM 370334104 13,584 240,000 SH   DFND 2 240,000 0 0
GENWORTH FINANCIAL INC-CL A COM 37247D106 1,462 200,000 SH   DFND 1 200,000 0 0
GENWORTH FINANCIAL INC-CL A COM 37247D106 585 80,000 SH   DFND 2 80,000 0 0
GLAXOSMITHKLINE PLC-ADR COM 37733W105 12,968 281,000 SH   DFND 1 281,000 0 0
GLAXOSMITHKLINE PLC-ADR COM 37733W105 7,799 169,000 SH   DFND 2 169,000 0 0
GOOGLE INC-CL A COM 38259P508 16,641 30,000 SH   DFND 1 30,000 0 0
GOOGLE INC-CL C COM 38259P706 16,440 30,000 SH   DFND 1 30,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 6,285 235,600 SH   DFND 1 235,600 0 0
GREAT PLAINS ENERGY INC COM 391164100 4,576 171,500 SH   DFND 2 171,500 0 0
HARTFORD FINANCIAL SERVICES COM 416515104 1,673 40,000 SH   DFND 0 40,000 0 0
HARTFORD FINANCIAL SERVICES COM 416515104 2,509 60,000 SH   DFND 1 60,000 0 0
HESS CORP COM 42809H107 13,574 200,000 SH   DFND 1 200,000 0 0
HUMANA INCORPORATED COM 444859102 14,947 83,961 SH   DFND 1 83,961 0 0
HUMANA INCORPORATED COM 444859102 9,976 56,039 SH   DFND 2 56,039 0 0
HUNTINGTON INGALLS INDUSTRIES COM 446413106 3,504 25,000 SH   DFND 1 25,000 0 0
JP MORGAN CHASE & CO COM 46625H100 16,575 273,600 SH   DFND 1 273,600 0 0
JP MORGAN CHASE & CO COM 46625H100 2,423 40,000 SH   DFND 2 40,000 0 0
JP MORGAN CHASE & CO COM 46625H100 2,811 46,400 SH   DFND 3 46,400 0 0
JABIL CIRCUIT INC COM 466313103 5,010 214,286 SH   DFND 0 214,286 0 0
JABIL CIRCUIT INC COM 466313103 16,754 716,600 SH   DFND 1 716,600 0 0
JABIL CIRCUIT INC COM 466313103 6,292 269,114 SH   DFND 2 269,114 0 0
KRAFT FOODS GROUP INC COM 50076Q106 10,683 122,632 SH   DFND 1 122,632 0 0
KRAFT FOODS GROUP INC COM 50076Q106 4,006 45,987 SH   DFND 2 45,987 0 0
KROGER CO. COM 501044101 15,332 200,000 SH   DFND 1 200,000 0 0
KROGER CO. COM 501044101 30,664 400,000 SH   DFND 3 400,000 0 0
LIFE POINT HOSPITALS COM 53219L109 16,982 231,200 SH   DFND 1 231,200 0 0
LIFE POINT HOSPITALS COM 53219L109 10,841 147,600 SH   DFND 2 147,600 0 0
MARATHON OIL CORP COM 565849106 11,750 450,000 SH   DFND 2 450,000 0 0
MARATHON PETROLEUM CORP COM 56585A102 15,359 150,000 SH   DFND 2 150,000 0 0
MERCK & CO. INC. COM 58933Y105 15,002 261,000 SH   DFND 1 261,000 0 0
MERCK & CO. INC. COM 58933Y105 11,496 200,000 SH   DFND 2 200,000 0 0
MICROSOFT CORP COM 594918104 13,823 340,000 SH   DFND 1 340,000 0 0
MICROSOFT CORP COM 594918104 8,944 220,000 SH   DFND 2 220,000 0 0
MICROSOFT CORP COM 594918104 1,626 40,000 SH   DFND 3 40,000 0 0
MONDELEZ INTERNATIONAL INC-A COM 609207105 13,277 367,898 SH   DFND 1 367,898 0 0
MONDELEZ INTERNATIONAL INC-A COM 609207105 4,979 137,962 SH   DFND 2 137,962 0 0
MORGAN STANLEY DEAN WITTER COM 617446448 7,495 210,000 SH   DFND 1 210,000 0 0
MORGAN STANLEY DEAN WITTER COM 617446448 6,781 190,000 SH   DFND 2 190,000 0 0
MORGAN STANLEY DEAN WITTER COM 617446448 3,229 90,472 SH   DFND 3 90,472 0 0
NEWELL RUBBERMAID INC COM 651229106 17,597 450,400 SH   DFND 1 450,400 0 0
NEWELL RUBBERMAID INC COM 651229106 17,566 449,600 SH   DFND 2 449,600 0 0
NEWTEK BUSINESS SERVICES INCE - RES COM 652526203 5 300 SH   DFND 0 300 0 0
NEWTEK BUSINESS SERVICES INCE - RES COM 652526203 213 12,900 SH   DFND 1 12,900 0 0
NEWTEK BUSINESS SERVICES INCE - RES COM 652526203 2 100 SH   DFND 3 100 0 0
NISOURCE INC COM 65473P105 8,174 185,100 SH   DFND 1 185,100 0 0
NISOURCE INC COM 65473P105 9,490 214,900 SH   DFND 2 214,900 0 0
NORTHROP GRUMMAN CORP COM 666807102 24,144 150,000 SH   DFND 1 150,000 0 0
NVIDIA CORP COM 67066G104 10,463 500,000 SH   DFND 1 500,000 0 0
NVIDIA CORP COM 67066G104 8,370 400,000 SH   DFND 2 400,000 0 0
OFFICE DEPOT INC COM 676220106 1,380 150,000 SH   DFND 0 150,000 0 0
OFFICE DEPOT INC COM 676220106 11,042 1,200,224 SH   DFND 1 1,200,224 0 0
OFFICE DEPOT INC COM 676220106 11,498 1,249,776 SH   DFND 2 1,249,776 0 0
OFFICE DEPOT INC COM 676220106 3,680 400,000 SH   DFND 3 400,000 0 0
OMNICARE INC COM 681904108 20,036 260,000 SH   DFND 1 260,000 0 0
OMNICARE INC COM 681904108 3,082 40,000 SH   DFND 2 40,000 0 0
ORACLE CORP COM 68389X105 2,158 50,000 SH   DFND 0 50,000 0 0
ORACLE CORP COM 68389X105 6,904 160,000 SH   DFND 1 160,000 0 0
ORACLE CORP COM 68389X105 3,452 80,000 SH   DFND 2 80,000 0 0
OWENS ILLINOIS COM 690768403 3,498 150,000 SH   DFND 0 150,000 0 0
OWENS ILLINOIS COM 690768403 4,312 184,900 SH   DFND 1 184,900 0 0
OWENS ILLINOIS COM 690768403 8,879 380,733 SH   DFND 2 380,733 0 0
OWENS ILLINOIS COM 690768403 2,271 97,400 SH   DFND 3 97,400 0 0
PEPCO HOLDINGS INC COM 713291102 2,683 100,000 SH   DFND 0 100,000 0 0
PEPCO HOLDINGS INC COM 713291102 8,790 327,600 SH   DFND 1 327,600 0 0
PEPCO HOLDINGS INC COM 713291102 7,797 290,600 SH   DFND 2 290,600 0 0
PFIZER INC COM 717081103 685 19,700 SH   DFND 0 19,700 0 0
PFIZER INC COM 717081103 20,064 576,725 SH   DFND 1 576,725 0 0
PFIZER INC COM 717081103 11,168 321,025 SH   DFND 2 321,025 0 0
PINNACLE WEST CAPITAL COM 723484101 3,187 50,000 SH   DFND 0 50,000 0 0
PINNACLE WEST CAPITAL COM 723484101 16,575 260,000 SH   DFND 1 260,000 0 0
PINNACLE WEST CAPITAL COM 723484101 4,463 70,000 SH   DFND 2 70,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 28,435 370,000 SH   DFND 1 370,000 0 0
RADIOSHACK CORP COM 750438103 23 136,000 SH   DFND 1 136,000 0 0
RADIOSHACK CORP COM 750438103 61 364,000 SH   DFND 2 364,000 0 0
ROYAL DUTCH SHELL PLC COM 780259206 5,965 100,000 SH   DFND 1 100,000 0 0
ROYAL DUTCH SHELL PLC COM 780259206 5,965 100,000 SH   DFND 3 100,000 0 0
ST JUDE MEDICAL COM 790849103 22,890 350,000 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 14,832 300,000 SH   DFND 1 300,000 0 0
SANOFI-AVENTIS-ADR COM 80105N105 7,416 150,000 SH   DFND 2 150,000 0 0
SANMINA CORP COM 801056102 11,313 467,666 SH   DFND 1 467,666 0 0
SANMINA CORP COM 801056102 8,126 335,954 SH   DFND 2 335,954 0 0
SANMINA CORP COM 801056102 6,265 258,985 SH   DFND 3 258,985 0 0
SPRINT CORP COM 85207U105 149 31,409 SH   DFND 0 31,409 0 0
SPRINT CORP COM 85207U105 558 117,784 SH   DFND 1 117,784 0 0
SPRINT CORP COM 85207U105 74 15,704 SH   DFND 2 15,704 0 0
STAGE STORES COM 85254C305 0 2 SH   DFND 0 2 0 0
STAGE STORES COM 85254C305 378 16,489 SH   DFND 3 16,489 0 0
STAPLES INC COM 855030102 11,400 700,000 SH   DFND 1 700,000 0 0
STAPLES INC COM 855030102 8,142 500,000 SH   DFND 2 500,000 0 0
STATE STREET CORP COM 857477103 5,515 75,000 SH   DFND 0 75,000 0 0
STATE STREET CORP COM 857477103 18,382 250,000 SH   DFND 1 250,000 0 0
SYMANTEC CORP COM 871503108 2,336 100,000 SH   DFND 1 100,000 0 0
SYMANTEC CORP COM 871503108 7,010 300,000 SH   DFND 2 300,000 0 0
SYMANTEC CORP COM 871503108 7,010 300,000 SH   DFND 3 300,000 0 0
SYMETRA FINANCIAL CORP COM 87151Q106 6,998 298,285 SH   DFND 1 298,285 0 0
SYMETRA FINANCIAL CORP COM 87151Q106 1,749 74,571 SH   DFND 2 74,571 0 0
TIME INC COM 887228104 280 12,501 SH   DFND 1 12,501 0 0
TIME INC COM 887228104 514 22,915 SH   DFND 2 22,915 0 0
TIME INC COM 887228104 47 2,083 SH   DFND 3 2,083 0 0
TOTAL SA-SPON ADR COM 89151E109 9,932 200,000 SH   DFND 1 200,000 0 0
TOTAL SA-SPON ADR COM 89151E109 4,966 100,000 SH   DFND 2 100,000 0 0
TRAVELERS COS INC COM 89417E109 1,912 17,678 SH   DFND 0 17,678 0 0
TRAVELERS COS INC COM 89417E109 11,946 110,481 SH   DFND 1 110,481 0 0
TRAVELERS COS INC COM 89417E109 12,093 111,841 SH   DFND 2 111,841 0 0
TYSON FOODS INC-CL A COM 902494103 14,845 387,600 SH   DFND 1 387,600 0 0
TYSON FOODS INC-CL A COM 902494103 11,411 297,950 SH   DFND 2 297,950 0 0
TYSON FOODS INC-CL A COM 902494103 4,383 114,450 SH   DFND 3 114,450 0 0
UNITEDHEALTH GROUP COM 91324P102 41,402 350,000 SH   DFND 1 350,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 1,216 25,000 SH   DFND 0 25,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 9,096 187,043 SH   DFND 1 187,043 0 0
VERIZON COMMUNICATIONS COM 92343V104 12,400 255,000 SH   DFND 2 255,000 0 0
VIACOM INC CL B COM 92553P201 6,830 100,000 SH   DFND 0 100,000 0 0
VIACOM INC CL B COM 92553P201 13,660 200,000 SH   DFND 1 200,000 0 0
WAL-MART COM 931142103 16,450 200,000 SH   DFND 1 200,000 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 1,831 21,618 SH   DFND 1 21,618 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 15,105 178,382 SH   DFND 3 178,382 0 0
WEIGHT WATCHERS INTL INC COM 948626106 1,201 171,800 SH   DFND 0 171,800 0 0
WEIGHT WATCHERS INTL INC COM 948626106 1,097 156,900 SH   DFND 1 156,900 0 0
WEIGHT WATCHERS INTL INC COM 948626106 1,197 171,300 SH   DFND 2 171,300 0 0
WEIGHT WATCHERS INTL INC COM 948626106 1,398 200,000 SH   DFND 3 200,000 0 0
WELLS FARGO & COMPANY COM 949746101 1,408 25,884 SH   DFND 1 25,884 0 0
WELLS FARGO & COMPANY COM 949746101 758 13,937 SH   DFND 2 13,937 0 0
WESTERN UNION CO COM 959802109 10,405 500,000 SH   DFND 1 500,000 0 0
WESTERN UNION CO COM 959802109 10,405 500,000 SH   DFND 2 500,000 0 0
WILLIAMS COMPANIES COM 969457100 17,707 350,000 SH   DFND 2 350,000 0 0
WPX ENERGY INC COM 98212B103 3,223 294,834 SH   DFND 1 294,834 0 0
WPX ENERGY INC COM 98212B103 2,368 216,666 SH   DFND 2 216,666 0 0
WPX ENERGY INC COM 98212B103 3,153 288,500 SH   DFND 3 288,500 0 0