The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AERCAP HOLDINGS NV SHS N00985106 121,783 2,821,667 SH   DFND 1 0 2,821,667 0
ALLY FINL INC COM 02005N100 421,348 22,604,500 SH   DFND 1 0 22,604,500 0
AMERICAN INTL GROUP INC COM NEW 026874784 357,372 5,766,852 SH   DFND 1 0 5,766,852 0
BALL CORP COM 058498106 216,357 2,974,800 SH   DFND 1 0 2,974,800 0
COLUMBIA PIPELINE GROUP INC COM 198280109 52,489 2,624,437 SH   DFND 1 0 2,624,437 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 61,870 2,332,086 SH   DFND 1 0 2,332,086 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 47,948 3,489,672 SH   DFND 1 0 3,489,672 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 3,701 109,737 SH   DFND 1 0 109,737 0
HCA HOLDINGS INC COM 40412C101 207,151 3,063,000 SH   DFND 1 0 3,063,000 0
JOHNSON & JOHNSON COM 478160104 30,069 292,729 SH   DFND 1 0 292,729 0
SPECTRA ENERGY CORP COM 847560109 96,670 4,038,000 SH   DFND 1 0 4,038,000 0
TIME WARNER INC COM NEW 887317303 190,453 2,945,000 SH   DFND 1 0 2,945,000 0
UNIVERSAL AMERN CORP NEW COM 91338E101 54,056 7,722,250 SH   DFND 1 0 7,722,250 0
WILLIAMS COS INC DEL COM 969457100 207,288 8,065,690 SH   DFND 1 0 8,065,690 0