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 |
| ALLY FINL INC | COM | 02005N100 | 333,982 | 14,433,098 | SH | DFND | 1 | 0 | 14,433,098 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 540,200 | 10,000,000 | SH | DFND | 1 | 0 | 10,000,000 | 0 | |
| HERBALIFE LTD | COM USD SHS | G4412G101 | 243,906 | 5,575,000 | SH | DFND | 1 | 0 | 5,575,000 | 0 | |
| INTL PAPER CO | COM | 460146103 | 127,179 | 2,664,000 | SH | DFND | 1 | 0 | 2,664,000 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 364,897 | 8,780,000 | SH | Put | DFND | 1 | 0 | 8,780,000 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 103,883 | 950,000 | SH | Put | DFND | 1 | 0 | 950,000 | 0 |
| JOHNSON & JOHNSON | COM | 478160104 | 36,483 | 342,277 | SH | DFND | 1 | 0 | 342,277 | 0 | |
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 109,107 | 3,900,842 | SH | DFND | 1 | 0 | 3,900,842 | 0 | |
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 103,673 | 1,150,000 | SH | DFND | 1 | 0 | 1,150,000 | 0 | |
| NMI HLDGS INC | CL A | 629209305 | 19,174 | 2,216,659 | SH | DFND | 1 | 0 | 2,216,659 | 0 | |
| NOKIA CORP | SPONSORED ADR | 654902204 | 143,397 | 16,950,000 | SH | DFND | 1 | 0 | 16,950,000 | 0 | |
| ROCK-TENN CO | CL A | 772739207 | 169,501 | 3,562,444 | SH | DFND | 1 | 0 | 3,562,444 | 0 | |
| SHIRE PLC | SPONSORED ADR | 82481R106 | 180,247 | 695,800 | SH | DFND | 1 | 0 | 695,800 | 0 | |
| THERAVANCE INC | COM | 88338T104 | 31,293 | 1,831,099 | SH | DFND | 1 | 0 | 1,831,099 | 0 | |
| THERAVANCE BIOPHARMA INC | COM | G8807B106 | 9,992 | 433,488 | SH | DFND | 1 | 0 | 433,488 | 0 | |
| UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 61,995 | 7,710,788 | SH | DFND | 1 | 0 | 7,710,788 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 178,000 | 4,812,114 | SH | DFND | 1 | 0 | 4,812,114 | 0 | |