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 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 455 | 18,000 | SH | Put | DFND | 1 | 0 | 18,000 | 0 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 571,760 | 11,200,000 | SH | DFND | 1 | 0 | 11,200,000 | 0 | |
| BLACKROCK MULTI-SECTOR INC T | COM | 09258A107 | 359 | 21,000 | SH | DFND | 1 | 0 | 21,000 | 0 | |
| CHESAPEAKE ENERGY CORP | COM | 165167107 | 161,977 | 5,968,200 | SH | Put | DFND | 1 | 0 | 5,968,200 | 0 |
| COMMONWEALTH REIT | COM SH BEN INT | 203233101 | 139,860 | 6,000,000 | SH | DFND | 1 | 0 | 6,000,000 | 0 | |
| EATON VANCE LTD DUR INCOME F | COM | 27828H105 | 543 | 35,500 | SH | DFND | 1 | 0 | 35,500 | 0 | |
| EBAY INC | COM | 278642103 | 27,433 | 500,000 | SH | DFND | 1 | 0 | 500,000 | 0 | |
| EBAY INC | COM | 278642103 | 37,034 | 675,000 | SH | Call | DFND | 1 | 0 | 675,000 | 0 |
| ENERGY XXI (BERMUDA) LTD | USD UNRS SHS | G10082140 | 45,200 | 1,670,351 | SH | DFND | 1 | 0 | 1,670,351 | 0 | |
| FEDEX CORP | COM | 31428X106 | 65,938 | 458,637 | SH | DFND | 1 | 0 | 458,637 | 0 | |
| HERBALIFE LTD | COM USD SHS | G4412G101 | 236 | 3,000,000 | SH | DFND | 1 | 0 | 3,000,000 | 0 | |
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 120,204 | 4,200,000 | SH | DFND | 1 | 0 | 4,200,000 | 0 | |
| HESS CORP | COM | 42809H107 | 249,996 | 3,012,000 | SH | DFND | 1 | 0 | 3,012,000 | 0 | |
| HESS CORP | COM | 42809H107 | 20,750 | 250,000 | SH | Call | DFND | 1 | 0 | 250,000 | 0 |
| HILLSHIRE BRANDS CO | COM | 432589109 | 41,800 | 1,250,000 | SH | Call | DFND | 1 | 0 | 1,250,000 | 0 |
| ISHARES | MSCI EMG MKT ETF | 464287234 | 367,796 | 8,800,000 | SH | Put | DFND | 1 | 0 | 8,800,000 | 0 |
| ISHARES | RUSSELL 2000 ETF | 464287655 | 692,448 | 6,002,500 | SH | Put | DFND | 1 | 0 | 6,002,500 | 0 |
| JOHNSON & JOHNSON | COM | 478160104 | 31,349 | 342,277 | SH | DFND | 1 | 0 | 342,277 | 0 | |
| LAMAR ADVERTISING CO | CL A | 512815101 | 224,675 | 4,300,000 | SH | DFND | 1 | 0 | 4,300,000 | 0 | |
| LEAP WIRELESS INTL INC | COM NEW | 521863308 | 131 | 7,500 | SH | Call | DFND | 1 | 0 | 7,500 | 0 |
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 37,823 | 430,000 | SH | Put | DFND | 1 | 0 | 430,000 | 0 |
| NMI HLDGS INC | CL A | 629209305 | 58,711 | 4,612,000 | SH | DFND | 1 | 0 | 4,612,000 | 0 | |
| NORTH AMERN ENERGY PARTNERS | COM | 656844107 | 10,034 | 1,726,968 | SH | DFND | 1 | 0 | 1,726,968 | 0 | |
| NRG ENERGY INC | COM NEW | 629377508 | 318,064 | 11,074,657 | SH | DFND | 1 | 0 | 11,074,657 | 0 | |
| NRG Energy Inc | COM NEW | 629377508 | 8,918 | 310,500 | SH | Call | DFND | 1 | 0 | 310,500 | 0 |
| NUVEEN FLOATING RATE INCOME | COM | 67072T108 | 536 | 45,000 | SH | DFND | 1 | 0 | 45,000 | 0 | |
| SCORPIO TANKERS INC | SHS | Y7542C106 | 16,585 | 1,406,712 | SH | DFND | 1 | 0 | 1,406,712 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 44,715 | 330,000 | SH | DFND | 1 | 0 | 330,000 | 0 | |
| UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 56,231 | 7,702,936 | SH | DFND | 1 | 0 | 7,702,936 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 65,920 | 2,000,000 | SH | DFND | 1 | 0 | 2,000,000 | 0 | |