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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 141,508 | 1,700,000 | SH | Call | DFND | 1 | 0 | 1,700,000 | 0 |
| ALLY FINL INC | COM | 02005N100 | 461,751 | 22,009,083 | SH | DFND | 1 | 0 | 22,009,083 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 565,707 | 10,325,000 | SH | DFND | 1 | 0 | 10,325,000 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 121,260 | 2,000,000 | SH | DFND | 1 | 0 | 2,000,000 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 201,150 | 2,598,832 | SH | DFND | 1 | 0 | 2,598,832 | 0 | |
| COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 73,192 | 1,400,000 | SH | DFND | 1 | 0 | 1,400,000 | 0 | |
| INTL PAPER CO | COM | 460146103 | 145,558 | 2,623,140 | SH | DFND | 1 | 0 | 2,623,140 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 31,449 | 312,610 | SH | DFND | 1 | 0 | 312,610 | 0 | |
| KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 67,478 | 2,054,742 | SH | DFND | 1 | 0 | 2,054,742 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 155,455 | 5,730,000 | SH | DFND | 1 | 0 | 5,730,000 | 0 | |
| ISHARES TR | MSCI EAFE ETF | 464287465 | 102,672 | 1,600,000 | SH | Put | DFND | 1 | 0 | 1,600,000 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 120,390 | 3,000,000 | SH | Put | DFND | 1 | 0 | 3,000,000 | 0 |
| NOKIA CORP | SPONSORED ADR | 654902204 | 169,595 | 22,374,000 | SH | DFND | 1 | 0 | 22,374,000 | 0 | |
| ROCK-TENN CO | CL A | 772739207 | 159,953 | 2,479,892 | SH | DFND | 1 | 0 | 2,479,892 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 130,589 | 1,050,000 | SH | Put | DFND | 1 | 0 | 1,050,000 | 0 |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 78,226 | 1,580,000 | SH | DFND | 1 | 0 | 1,580,000 | 0 | |
| THERAVANCE INC | COM | 88338T104 | 63,300 | 4,026,736 | SH | DFND | 1 | 0 | 4,026,736 | 0 | |
| UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 82,351 | 7,710,788 | SH | DFND | 1 | 0 | 7,710,788 | 0 | |
| WILLIAMS COS INC DEL | COM | 969457100 | 166,382 | 3,288,828 | SH | DFND | 1 | 0 | 3,288,828 | 0 | |