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 |
| AERCAP HOLDINGS NV | SHS | N00985106 | 228,548 | 5,896,500 | SH | DFND | 1 | 0 | 5,896,500 | 0 | |
| ALLY FINL INC | COM | 02005N100 | 423,156 | 22,604,500 | SH | DFND | 1 | 0 | 22,604,500 | 0 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 281,698 | 5,211,804 | SH | DFND | 1 | 0 | 5,211,804 | 0 | |
| AT&T INC | COM | 00206R102 | 235,020 | 6,000,000 | SH | Put | DFND | 1 | 0 | 6,000,000 | 0 |
| BALL CORP | COM | 058498106 | 212,073 | 2,974,800 | SH | DFND | 1 | 0 | 2,974,800 | 0 | |
| HCA HOLDINGS INC | COM | 40412C101 | 216,042 | 2,768,000 | SH | DFND | 1 | 0 | 2,768,000 | 0 | |
| JOHNSON & JOHNSON | COM | 478160104 | 31,673 | 292,729 | SH | DFND | 1 | 0 | 292,729 | 0 | |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 85,625 | 2,500,000 | SH | Put | DFND | 1 | 0 | 2,500,000 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 110,630 | 1,000,000 | SH | Put | DFND | 1 | 0 | 1,000,000 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 54,582 | 1,100,000 | SH | Put | DFND | 1 | 0 | 1,100,000 | 0 |
| SPECTRA ENERGY CORP | COM | 847560109 | 113,889 | 3,721,871 | SH | DFND | 1 | 0 | 3,721,871 | 0 | |
| TIME WARNER INC | COM NEW | 887317303 | 69,648 | 960,000 | SH | DFND | 1 | 0 | 960,000 | 0 | |
| UNIVERSAL AMERN CORP NEW | COM | 91338E101 | 55,137 | 7,722,250 | SH | DFND | 1 | 0 | 7,722,250 | 0 | |