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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALLY FINL INC | COM | 02005N100 | 496,235 | 21,009,083 | SH | DFND | 1 | 0 | 21,009,083 | 0 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 578,303 | 10,325,000 | SH | DFND | 1 | 0 | 10,325,000 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 94,078 | 1,700,000 | SH | DFND | 1 | 0 | 1,700,000 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 15,774 | 224,058 | SH | DFND | 1 | 0 | 224,058 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 142,737 | 2,664,000 | SH | DFND | 1 | 0 | 2,664,000 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 282,888 | 7,200,000 | SH | Put | DFND | 1 | 0 | 7,200,000 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 32,690 | 312,610 | SH | DFND | 1 | 0 | 312,610 | 0 | ||
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 112,191 | 3,827,742 | SH | DFND | 1 | 0 | 3,827,742 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 200,498 | 25,508,674 | SH | DFND | 1 | 0 | 25,508,674 | 0 | ||
| ROCK-TENN CO | CL A | 772739207 | 171,503 | 2,812,444 | SH | DFND | 1 | 0 | 2,812,444 | 0 | ||
| THERAVANCE INC | COM | 88338T104 | 56,978 | 4,026,736 | SH | DFND | 1 | 0 | 4,026,736 | 0 | ||
| UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 71,556 | 7,710,788 | SH | DFND | 1 | 0 | 7,710,788 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 134,786 | 5,092,045 | SH | DFND | 1 | 0 | 5,092,045 | 0 | ||