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 |
| ALLERGAN INC | COM | 018490102 | 282,196 | 1,667,625 | SH | DFND | 1 | 0 | 1,667,625 | 0 | |
| ALLY FINL INC | COM | 02005N100 | 341,213 | 14,270,730 | SH | DFND | 1 | 0 | 14,270,730 | 0 | |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 2,453 | 57,090 | SH | DFND | 1 | 0 | 57,090 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 638,586 | 11,700,000 | SH | DFND | 1 | 0 | 11,700,000 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 18,785 | 262,001 | SH | DFND | 1 | 0 | 262,001 | 0 | |
| CITRIX SYS INC | COM | 177376100 | 93,825 | 1,500,000 | SH | DFND | 1 | 0 | 1,500,000 | 0 | |
| EBAY INC | COM | 278642103 | 125,150 | 2,500,000 | SH | DFND | 1 | 0 | 2,500,000 | 0 | |
| EBAY INC | COM | 278642103 | 97,367 | 1,945,000 | SH | Call | DFND | 1 | 0 | 1,945,000 | 0 |
| HERBALIFE LTD | COM USD SHS | G4412G101 | 258,160 | 4,000,000 | SH | DFND | 1 | 0 | 4,000,000 | 0 | |
| INTL PAPER CO | COM | 460146103 | 108,511 | 2,150,000 | SH | DFND | 1 | 0 | 2,150,000 | 0 | |
| ISHARES | MSCI EMG MKT ETF | 464287234 | 233,442 | 5,400,000 | SH | Put | DFND | 1 | 0 | 5,400,000 | 0 |
| ISHARES | RUSSELL 2000 ETF | 464287655 | 142,572 | 1,200,000 | SH | Put | DFND | 1 | 0 | 1,200,000 | 0 |
| JOHNSON & JOHNSON | COM | 478160104 | 35,809 | 342,277 | SH | DFND | 1 | 0 | 342,277 | 0 | |
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 91,825 | 2,771,666 | SH | DFND | 1 | 0 | 2,771,666 | 0 | |
| LAMAR ADVERTISING CO | CL A | 512815101 | 281,365 | 5,308,775 | SH | DFND | 1 | 0 | 5,308,775 | 0 | |
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 10,748 | 134,322 | SH | DFND | 1 | 0 | 134,322 | 0 | |
| NMI HLDGS INC | CL A | 629209305 | 47,038 | 4,479,833 | SH | DFND | 1 | 0 | 4,479,833 | 0 | |
| NOKIA CORP | SPONSORED ADR | 654902204 | 152,712 | 20,200,000 | SH | DFND | 1 | 0 | 20,200,000 | 0 | |
| QUESTCOR PHARMACEUTICALS INC | COM | 74835Y101 | 107,706 | 1,164,514 | SH | DFND | 1 | 0 | 1,164,514 | 0 | |
| ROCK-TENN CO | CL A | 772739207 | 154,538 | 1,463,562 | SH | DFND | 1 | 0 | 1,463,562 | 0 | |
| SCORPIO TANKERS INC | SHS | Y7542C106 | 33,199 | 3,264,400 | SH | DFND | 1 | 0 | 3,264,400 | 0 | |
| THERAVANCE INC | COM | 88338T104 | 45,182 | 1,517,208 | SH | DFND | 1 | 0 | 1,517,208 | 0 | |
| THERAVANCE BIOPHARMA INC | COM | G8807B106 | 13,820 | 433,488 | SH | DFND | 1 | 0 | 433,488 | 0 | |
| UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 64,231 | 7,710,788 | SH | DFND | 1 | 0 | 7,710,788 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 238,960 | 7,312,114 | SH | DFND | 1 | 0 | 7,312,114 | 0 | |