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
ACCO BRANDS CORP COM 00081T108 12,074 1,452,900 SH   DFND 0 0 1,452,900 0
ADOBE SYS INC COM 00724F101 13,287 179,700 SH   DFND 0 0 179,700 0
ADVANCE AUTO PARTS INC COM 00751Y106 127,237 850,000 SH   DFND 0 0 850,000 0
AETNA INC NEW COM 00817Y108 8,544 80,200 SH   DFND 0 0 80,200 0
ALERE INC COM 01449J105 2,396 49,000 SH   DFND 0 0 49,000 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 14,083 1,177,500 SH   DFND 0 0 1,177,500 0
AMICUS THERAPEUTICS INC COM 03152W109 1,892 173,900 SH   DFND 0 0 173,900 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 18,702 325,425 SH   DFND 0 0 325,425 0
AUTONATION INC COM 05329W102 3,718 57,800 SH   DFND 0 0 57,800 0
BABCOCK & WILCOX CO NEW COM 05615F102 38,073 1,186,450 SH   DFND 0 0 1,186,450 0
BIOGEN INC COM 09062X103 3,716 8,800 SH   DFND 0 0 8,800 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 7,322 100,000 SH   DFND 0 0 100,000 0
CME GROUP INC COM 12572Q105 2,844 30,032 SH   DFND 0 0 30,032 0
CALLIDUS SOFTWARE INC COM 13123E500 317 25,000 SH   DFND 0 0 25,000 0
CAMERON INTERNATIONAL CORP COM 13342B105 21,658 480,000 SH   DFND 0 0 480,000 0
CANADIAN PAC RY LTD COM 13645T100 56,491 309,200 SH   DFND 0 0 309,200 0
CARDINAL HEALTH INC COM 14149Y108 9,505 105,300 SH   DFND 0 0 105,300 0
CARDTRONICS INC COM 14161H108 3,474 92,400 SH   DFND 0 0 92,400 0
CHINA LIFE INS CO LTD SPON ADR REP H 16939P106 4,540 68,710 SH   DFND 0 0 68,710 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 9,995 153,700 SH   DFND 0 0 153,700 0
CLEARWATER PAPER CORP COM 18538R103 9,929 152,055 SH   DFND 0 0 152,055 0
CLOUD PEAK ENERGY INC COM 18911Q102 1,164 200,000 SH   DFND 0 0 200,000 0
COLONY FINL INC COM 19624R106 13,357 515,300 SH   DFND 0 0 515,300 0
COMCAST CORP NEW CL A 20030N101 5,291 93,700 SH   DFND 0 0 93,700 0
CONCHO RES INC COM 20605P101 62,585 539,900 SH   DFND 0 0 539,900 0
CONOCOPHILLIPS COM 20825C104 3,113 50,000 SH   DFND 0 0 50,000 0
CONSTELLATION BRANDS INC CL A 21036P108 17,246 148,400 SH   DFND 0 0 148,400 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 12,199 208,100 SH   DFND 0 0 208,100 0
DSW INC CL A 23334L102 520 14,100 SH   DFND 0 0 14,100 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 6,535 80,400 SH   DFND 0 0 80,400 0
DEVON ENERGY CORP NEW COM 25179M103 145,142 2,406,600 SH   DFND 0 0 2,406,600 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 9,894 369,300 SH   DFND 0 0 369,300 0
DOMINION RES INC VA NEW COM 25746U109 40,594 572,800 SH   DFND 0 0 572,800 0
DREAMWORKS ANIMATION SKG INC CL A 26153C103 2 100 SH   DFND 0 0 100 0
EOG RES INC COM 26875P101 2,567 28,000 SH   DFND 0 0 28,000 0
EQT CORP COM 26884L109 188,960 2,280,200 SH   DFND 0 0 2,280,200 0
ENERGEN CORP COM 29265N108 22,288 337,700 SH   DFND 0 0 337,700 0
ENERGIZER HLDGS INC COM 29266R108 1,753 12,700 SH   DFND 0 0 12,700 0
EXACT SCIENCES CORP COM 30063P105 3,499 158,900 SH   DFND 0 0 158,900 0
EXTERRAN HLDGS INC COM 30225X103 29,810 888,000 SH   DFND 0 0 888,000 0
EXXON MOBIL CORP COM 30231G102 57,537 676,900 SH   DFND 0 0 676,900 0
FMC TECHNOLOGIES INC COM 30249U101 106,185 2,869,100 SH   DFND 0 0 2,869,100 0
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 15,607 1,104,500 SH   DFND 0 0 1,104,500 0
FIDELITY NATL INFORMATION SV COM 31620M106 0 1 SH   DFND 0 0 1 0
GLOBE SPECIALTY METALS INC COM 37954N206 4,671 246,900 SH   DFND 0 0 246,900 0
GOOGLE INC CL A 38259P508 40,770 73,500 SH   DFND 0 0 73,500 0
GRAND CANYON ED INC COM 38526M106 238 5,500 SH   DFND 0 0 5,500 0
HMS HLDGS CORP COM 40425J101 10,617 687,200 SH   DFND 0 0 687,200 0
HEARTLAND PMT SYS INC COM 42235N108 3,542 75,600 SH   DFND 0 0 75,600 0
HESS CORP COM 42809H107 46,213 680,900 SH   DFND 0 0 680,900 0
IPC HEALTHCARE INC COM 44984A105 3,941 84,500 SH   DFND 0 0 84,500 0
IDEXX LABS INC COM 45168D104 309 2,000 SH   DFND 0 0 2,000 0
INTUITIVE SURGICAL INC COM NEW 46120E602 31,564 62,500 SH   DFND 0 0 62,500 0
INTREPID POTASH INC COM 46121Y102 982 85,000 SH   DFND 0 0 85,000 0
ISHARES TR PUT 464287655 121,696 978,500 SH Put DFND 0 0 978,500 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 37,178 2,833,700 SH   DFND 0 0 2,833,700 0
KAR AUCTION SVCS INC COM 48238T109 95,166 2,509,000 SH   DFND 0 0 2,509,000 0
KB HOME COM 48666K109 18,950 1,213,170 SH   DFND 0 0 1,213,170 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 35,249 1,145,200 SH   DFND 0 0 1,145,200 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 12,952 157,400 SH   DFND 0 0 157,400 0
MADISON SQUARE GARDEN CO CL A 55826P100 6,069 71,700 SH   DFND 0 0 71,700 0
MANPOWERGROUP INC COM 56418H100 16,076 186,600 SH   DFND 0 0 186,600 0
MASTERCARD INC CL A 57636Q104 29,995 347,200 SH   DFND 0 0 347,200 0
MCKESSON CORP COM 58155Q103 1,629 7,200 SH   DFND 0 0 7,200 0
MEDNAX INC COM 58502B106 8,418 116,100 SH   DFND 0 0 116,100 0
MERCK & CO INC NEW COM 58933Y105 4,472 77,800 SH   DFND 0 0 77,800 0
MOLINA HEALTHCARE INC COM 60855R100 5,773 85,800 SH   DFND 0 0 85,800 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 3,874 254,900 SH   DFND 0 0 254,900 0
MONSANTO CO NEW COM 61166W101 15,194 135,010 SH   DFND 0 0 135,010 0
MYRIAD GENETICS INC COM 62855J104 5,430 153,400 SH   DFND 0 0 153,400 0
NETFLIX INC COM 64110L106 2,167 5,200 SH   DFND 0 0 5,200 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 9,260 233,200 SH   DFND 0 0 233,200 0
NXSTAGE MEDICAL INC COM 67072V103 17,208 994,705 SH   DFND 0 0 994,705 0
PANERA BREAD CO CL A 69840W108 12,939 80,873 SH   DFND 0 0 80,873 0
PILGRIMS PRIDE CORP NEW COM 72147K108 1,694 75,000 SH   DFND 0 0 75,000 0
POTASH CORP SASK INC COM 73755L107 29,006 899,400 SH   DFND 0 0 899,400 0
PRECISION DRILLING CORP COM 2010 74022D308 18,013 2,841,209 SH   DFND 0 0 2,841,209 0
PRIMORIS SVCS CORP COM 74164F103 6,783 394,600 SH   DFND 0 0 394,600 0
QEP RES INC COM 74733V100 2,919 140,000 SH   DFND 0 0 140,000 0
RANGE RES CORP COM 75281A109 38,510 740,000 SH   DFND 0 0 740,000 0
SBA COMMUNICATIONS CORP COM 78388J106 1,265 10,800 SH   DFND 0 0 10,800 0
SM ENERGY CO COM 78454L100 20,129 389,500 SH   DFND 0 0 389,500 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 39,222 190,000 SH   DFND 0 0 190,000 0
SPDR S&P 500 ETF TR CALL 78462F103 51,608 250,000 SH Call DFND 0 0 250,000 0
SPDR S&P 500 ETF TR PUT 78462F103 765,855 3,710,000 SH Put DFND 0 0 3,710,000 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 29,488 800,000 SH   DFND 0 0 800,000 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1,584 32,500 SH   DFND 0 0 32,500 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1,884 25,000 SH   DFND 0 0 25,000 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 15,516 200,000 SH   DFND 0 0 200,000 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1,206 50,000 SH   DFND 0 0 50,000 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 24,659 555,000 SH   DFND 0 0 555,000 0
SELECT COMFORT CORP COM 81616X103 16,487 478,300 SH   DFND 0 0 478,300 0
SHIRE PLC SPONSORED ADR 82481R106 1,101 4,600 SH   DFND 0 0 4,600 0
SHUTTERFLY INC COM 82568P304 5,899 130,400 SH   DFND 0 0 130,400 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 35,819 739,900 SH   DFND 0 0 739,900 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,615 26,600 SH   DFND 0 0 26,600 0
SOLERA HOLDINGS INC COM 83421A104 3,632 70,300 SH   DFND 0 0 70,300 0
SONIC AUTOMOTIVE INC CL A 83545G102 5,702 229,000 SH   DFND 0 0 229,000 0
SOUTHERN COPPER CORP COM 84265V105 11,675 400,100 SH   DFND 0 0 400,100 0
SPECTRANETICS CORP COM 84760C107 19,431 559,000 SH   DFND 0 0 559,000 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 21,468 257,100 SH   DFND 0 0 257,100 0
TEAM HEALTH HOLDINGS INC COM 87817A107 1,913 32,700 SH   DFND 0 0 32,700 0
TEMPUR SEALY INTL INC COM 88023U101 37,989 657,936 SH   DFND 0 0 657,936 0
TENARIS S A SPONSORED ADR 88031M109 16,800 600,000 SH   DFND 0 0 600,000 0
TESSERA TECHNOLOGIES INC COM 88164L100 4,314 107,100 SH   DFND 0 0 107,100 0
TRANSCANADA CORP COM 89353D107 34,437 806,100 SH   DFND 0 0 806,100 0
TREEHOUSE FOODS INC COM 89469A104 2,202 25,900 SH   DFND 0 0 25,900 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 8,055 53,400 SH   DFND 0 0 53,400 0
UNITEDHEALTH GROUP INC COM 91324P102 26,012 219,900 SH   DFND 0 0 219,900 0
UNUM GROUP COM 91529Y106 20,663 612,600 SH   DFND 0 0 612,600 0
VALERO ENERGY CORP NEW COM 91913Y100 56,310 885,100 SH   DFND 0 0 885,100 0
VERIFONE SYS INC COM 92342Y109 13,785 395,100 SH   DFND 0 0 395,100 0
VERISK ANALYTICS INC CL A 92345Y106 6,376 89,300 SH   DFND 0 0 89,300 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,445 29,200 SH   DFND 0 0 29,200 0
VIACOM INC NEW CL B 92553P201 38,255 560,100 SH   DFND 0 0 560,100 0
VISA INC COM CL A 92826C839 92,424 1,413,000 SH   DFND 0 0 1,413,000 0
WRIGHT MED GROUP INC COM 98235T107 3,189 123,600 SH   DFND 0 0 123,600 0
ZIMMER HLDGS INC COM 98956P102 32,541 276,900 SH   DFND 0 0 276,900 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 4,824 96,200 SH   DFND 0 0 96,200 0
ASSURED GUARANTY LTD COM G0585R106 1,557 59,000 SH   DFND 0 0 59,000 0
BUNGE LIMITED COM G16962105 104,416 1,267,800 SH   DFND 0 0 1,267,800 0
INGERSOLL-RAND PLC SHS G47791101 84,246 1,237,450 SH   DFND 0 0 1,237,450 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,629 110,800 SH   DFND 0 0 110,800 0
SIGNET JEWELERS LIMITED SHS G81276100 6,384 46,000 SH   DFND 0 0 46,000 0
UTI WORLDWIDE INC ORD G87210103 264 21,500 SH   DFND 0 0 21,500 0
XL GROUP PLC SHS G98290102 14,580 396,200 SH   DFND 0 0 396,200 0
NXP SEMICONDUCTORS N V COM N6596X109 17,081 170,200 SH   DFND 0 0 170,200 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 66,084 807,380 SH   DFND 0 0 807,380 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 47,262 372,200 SH   DFND 0 0 372,200 0
TEEKAY CORPORATION COM Y8564W103 49,048 1,053,200 SH   DFND 0 0 1,053,200 0
DANAHER CORP DEL COM 235851102 52,867 622,700 SH   DFND 0 0 622,700 0
E M C CORP MASS COM 268648102 4,782 187,100 SH   DFND 0 0 187,100 0
GOLDCORP INC NEW COM 380956409 11,856 654,300 SH   DFND 0 0 654,300 0
GILEAD SCIENCES INC COM 375558103 113,635 1,158,000 SH   DFND 0 0 1,158,000 0
GENERAL MTRS CO COM 37045V100 104,408 2,784,200 SH   DFND 0 0 2,784,200 0
TYSON FOODS INC CL A 902494103 165,868 4,330,750 SH   DFND 0 0 4,330,750 0
TEXTRON INC COM 883203101 17,422 393,000 SH   DFND 0 0 393,000 0
UNITED CONTL HLDGS INC COM 910047109 18,877 280,700 SH   DFND 0 0 280,700 0
COPART INC COM 217204106 2,442 65,000 SH   DFND 0 0 65,000 0
CROWN HOLDINGS INC COM 228368106 8,256 152,825 SH   DFND 0 0 152,825 0
CIGNA CORPORATION COM 125509109 35,674 275,600 SH   DFND 0 0 275,600 0
COCA COLA CO COM 191216100 46,020 1,134,900 SH   DFND 0 0 1,134,900 0
PERKINELMER INC COM 714046109 941 18,400 SH   DFND 0 0 18,400 0
VULCAN MATLS CO COM 929160109 7,713 91,500 SH   DFND 0 0 91,500 0
BOSTON SCIENTIFIC CORP COM 101137107 30,274 1,705,600 SH   DFND 0 0 1,705,600 0
PFIZER INC COM 717081103 15,656 450,000 SH   DFND 0 0 450,000 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 5,669 91,000 SH   DFND 0 0 91,000 0
QUALCOMM INC COM 747525103 106,555 1,536,700 SH   DFND 0 0 1,536,700 0
CELANESE CORP DEL COM SER A 150870103 13,272 237,600 SH   DFND 0 0 237,600 0
CANADIAN NAT RES LTD COM 136385101 2,349 76,500 SH   DFND 0 0 76,500 0
DILLARDS INC CL A 254067101 1,529 11,200 SH   DFND 0 0 11,200 0
DOW CHEM CO COM 260543103 45,803 954,625 SH   DFND 0 0 954,625 0
DARDEN RESTAURANTS INC COM 237194105 3,467 50,000 SH   DFND 0 0 50,000 0
EBAY INC COM 278642103 2,988 51,800 SH   DFND 0 0 51,800 0
EASTMAN CHEM CO COM 277432100 18,146 262,000 SH   DFND 0 0 262,000 0
GENERAL DYNAMICS CORP COM 369550108 41,628 306,700 SH   DFND 0 0 306,700 0
HALLIBURTON CO COM 406216101 0 2 SH   DFND 0 0 2 0
HANESBRANDS INC COM 410345102 13,675 408,100 SH   DFND 0 0 408,100 0
HARLEY DAVIDSON INC COM 412822108 26,659 438,900 SH   DFND 0 0 438,900 0
HONEYWELL INTL INC COM 438516106 8,679 83,200 SH   DFND 0 0 83,200 0
KOHLS CORP COM 500255104 38,123 487,200 SH   DFND 0 0 487,200 0
NOBLE ENERGY INC COM 655044105 158,558 3,242,500 SH   DFND 0 0 3,242,500 0
OCEANEERING INTL INC COM 675232102 12,566 233,000 SH   DFND 0 0 233,000 0
OCCIDENTAL PETE CORP DEL COM 674599105 23,397 320,500 SH   DFND 0 0 320,500 0
PIONEER NAT RES CO COM 723787107 35,972 220,000 SH   DFND 0 0 220,000 0
ROSS STORES INC COM 778296103 11,084 105,200 SH   DFND 0 0 105,200 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 1,405 23,000 SH   DFND 0 0 23,000 0
STARBUCKS CORP COM 855244109 5,682 60,000 SH   DFND 0 0 60,000 0
STAPLES INC COM 855030102 40,755 2,502,600 SH   DFND 0 0 2,502,600 0
STEEL DYNAMICS INC COM 858119100 32,252 1,604,600 SH   DFND 0 0 1,604,600 0
SUNCOR ENERGY INC NEW COM 867224107 188,909 6,459,700 SH   DFND 0 0 6,459,700 0
SOUTHWESTERN ENERGY CO COM 845467109 111,041 4,788,300 SH   DFND 0 0 4,788,300 0
STRYKER CORP COM 863667101 7,841 85,000 SH   DFND 0 0 85,000 0
TEREX CORP NEW COM 880779103 3,590 135,000 SH   DFND 0 0 135,000 0
TIME WARNER INC COM NEW 887317303 93,940 1,112,500 SH   DFND 0 0 1,112,500 0
URBAN OUTFITTERS INC COM 917047102 11,193 245,200 SH   DFND 0 0 245,200 0
V F CORP COM 918204108 806 10,700 SH   DFND 0 0 10,700 0
VMWARE INC CL A COM 928563402 14,221 173,400 SH   DFND 0 0 173,400 0
WHOLE FOODS MKT INC COM 966837106 44,268 850,000 SH   DFND 0 0 850,000 0
YUM BRANDS INC COM 988498101 10,918 138,700 SH   DFND 0 0 138,700 0
NAVISTAR INTL CORP NEW COM 63934E108 115 3,900 SH   DFND 0 0 3,900 0
HUNT J B TRANS SVCS INC COM 445658107 5,132 60,100 SH   DFND 0 0 60,100 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,634 30,000 SH   DFND 0 0 30,000 0
PACKAGING CORP AMER COM 695156109 29,027 371,240 SH   DFND 0 0 371,240 0
CASEYS GEN STORES INC COM 147528103 1,352 15,000 SH   DFND 0 0 15,000 0
CATERPILLAR INC DEL COM 149123101 2,641 33,000 SH   DFND 0 0 33,000 0
NEWFIELD EXPL CO COM 651290108 99,592 2,838,200 SH   DFND 0 0 2,838,200 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 69,027 1,157,200 SH   DFND 0 0 1,157,200 0
SUPERIOR ENERGY SVCS INC COM 868157108 13,739 615,000 SH   DFND 0 0 615,000 0
ULTRA PETROLEUM CORP COM 903914109 2,063 132,000 SH   DFND 0 0 132,000 0
WILLIAMS COS INC DEL COM 969457100 11,094 219,300 SH   DFND 0 0 219,300 0
HARTFORD FINL SVCS GROUP INC COM 416515104 2,275 54,400 SH   DFND 0 0 54,400 0
MARATHON OIL CORP COM 565849106 132,759 5,084,600 SH   DFND 0 0 5,084,600 0
COMMERCIAL METALS CO COM 201723103 8,097 500,100 SH   DFND 0 0 500,100 0
CSX CORP COM 126408103 72,119 2,177,500 SH   DFND 0 0 2,177,500 0
DICKS SPORTING GOODS INC COM 253393102 45,073 790,900 SH   DFND 0 0 790,900 0
HUMANA INC COM 444859102 5,536 31,100 SH   DFND 0 0 31,100 0
LOWES COS INC COM 548661107 17,496 235,190 SH   DFND 0 0 235,190 0
MEAD JOHNSON NUTRITION CO COM 582839106 82,776 823,400 SH   DFND 0 0 823,400 0
PPG INDS INC COM 693506107 20,825 92,335 SH   DFND 0 0 92,335 0
CIMAREX ENERGY CO COM 171798101 37,473 325,600 SH   DFND 0 0 325,600 0
YAHOO INC COM 984332106 37,112 835,200 SH   DFND 0 0 835,200 0
PEPSICO INC COM 713448108 24,287 254,000 SH   DFND 0 0 254,000 0
NIKE INC CL B 654106103 3,772 37,600 SH   DFND 0 0 37,600 0
MCDONALDS CORP COM 580135101 4,005 41,100 SH   DFND 0 0 41,100 0
SHERWIN WILLIAMS CO COM 824348106 9,787 34,400 SH   DFND 0 0 34,400 0
TARGET CORP COM 87612E106 26,829 326,900 SH   DFND 0 0 326,900 0
ELECTRONIC ARTS INC COM 285512109 18,833 320,200 SH   DFND 0 0 320,200 0
WESTERN DIGITAL CORP COM 958102105 1,893 20,800 SH   DFND 0 0 20,800 0
LOCKHEED MARTIN CORP COM 539830109 17,292 85,200 SH   DFND 0 0 85,200 0
DISNEY WALT CO COM DISNEY 254687106 16,069 153,200 SH   DFND 0 0 153,200 0
TIFFANY & CO NEW COM 886547108 3,696 42,000 SH   DFND 0 0 42,000 0
CHESAPEAKE ENERGY CORP COM 165167107 24,756 1,748,300 SH   DFND 0 0 1,748,300 0
CITRIX SYS INC COM 177376100 16,849 263,800 SH   DFND 0 0 263,800 0
PRECISION CASTPARTS CORP COM 740189105 41,916 199,600 SH   DFND 0 0 199,600 0
UNION PAC CORP COM 907818108 43,079 397,735 SH   DFND 0 0 397,735 0
ECOLAB INC COM 278865100 2,860 25,000 SH   DFND 0 0 25,000 0
JOHNSON CTLS INC COM 478366107 39,525 783,600 SH   DFND 0 0 783,600 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 30,819 245,000 SH   DFND 0 0 245,000 0
UNITED PARCEL SERVICE INC CL B 911312106 34,103 351,800 SH   DFND 0 0 351,800 0
INTUIT COM 461202103 5,759 59,400 SH   DFND 0 0 59,400 0
BRISTOL MYERS SQUIBB CO COM 110122108 40,048 620,900 SH   DFND 0 0 620,900 0
EXPEDITORS INTL WASH INC COM 302130109 679 14,100 SH   DFND 0 0 14,100 0
FLUOR CORP NEW COM 343412102 4,087 71,500 SH   DFND 0 0 71,500 0
CARMAX INC COM 143130102 71,398 1,034,600 SH   DFND 0 0 1,034,600 0
LORILLARD INC COM 544147101 3,653 55,900 SH   DFND 0 0 55,900 0
SOUTHWEST AIRLS CO COM 844741108 3,030 68,400 SH   DFND 0 0 68,400 0
MOODYS CORP COM 615369105 4,090 39,400 SH   DFND 0 0 39,400 0
MCGRAW HILL FINL INC COM 580645109 1,747 16,900 SH   DFND 0 0 16,900 0
MICRON TECHNOLOGY INC COM 595112103 1,899 70,000 SH   DFND 0 0 70,000 0
ONEOK INC NEW COM 682680103 38,886 806,100 SH   DFND 0 0 806,100 0
PALL CORP COM 696429307 12,218 121,709 SH   DFND 0 0 121,709 0
QUANTA SVCS INC COM 74762E102 133,466 4,678,100 SH   DFND 0 0 4,678,100 0
ZIONS BANCORPORATION COM 989701107 22,494 833,100 SH   DFND 0 0 833,100 0
KINDRED HEALTHCARE INC COM 494580103 5,905 248,200 SH   DFND 0 0 248,200 0
BOYD GAMING CORP COM 103304101 2,716 191,300 SH   DFND 0 0 191,300 0
COCA COLA ENTERPRISES INC NE COM 19122T109 3,753 84,900 SH   DFND 0 0 84,900 0
MGM RESORTS INTERNATIONAL COM 552953101 3,125 148,600 SH   DFND 0 0 148,600 0
PENN NATL GAMING INC COM 707569109 7,918 505,600 SH   DFND 0 0 505,600 0
NUVASIVE INC COM 670704105 20,134 437,800 SH   DFND 0 0 437,800 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 28,684 1,679,400 SH   DFND 0 0 1,679,400 0
CON-WAY INC COM 205944101 21,764 493,174 SH   DFND 0 0 493,174 0
CROCS INC COM 227046109 23,981 2,030,600 SH   DFND 0 0 2,030,600 0
DEVRY ED GROUP INC COM 251893103 40,192 1,204,800 SH   DFND 0 0 1,204,800 0
BRINKER INTL INC COM 109641100 5,676 92,200 SH   DFND 0 0 92,200 0
ENCANA CORP COM 292505104 28,811 2,583,000 SH   DFND 0 0 2,583,000 0
ISHARES TR MSCI EMG MKT ETF 464287234 803 20,000 SH   DFND 0 0 20,000 0
ELDORADO GOLD CORP NEW COM 284902103 3,110 677,600 SH   DFND 0 0 677,600 0
LULULEMON ATHLETICA INC COM 550021109 32,768 511,834 SH   DFND 0 0 511,834 0
CHILDRENS PL INC COM 168905107 571 8,900 SH   DFND 0 0 8,900 0
RIO TINTO PLC SPONSORED ADR 767204100 56,925 1,375,000 SH   DFND 0 0 1,375,000 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 13,214 253,100 SH   DFND 0 0 253,100 0
ISHARES TR U.S. REAL ES ETF 464287739 27,762 350,000 SH   DFND 0 0 350,000 0
CABOT OIL & GAS CORP COM 127097103 13,351 452,100 SH   DFND 0 0 452,100 0
OSHKOSH CORP COM 688239201 6,587 135,000 SH   DFND 0 0 135,000 0
CHICOS FAS INC COM 168615102 3,066 173,300 SH   DFND 0 0 173,300 0
DOLLAR TREE INC COM 256746108 165,981 2,045,488 SH   DFND 0 0 2,045,488 0
JARDEN CORP COM 471109108 936 17,700 SH   DFND 0 0 17,700 0
MENS WEARHOUSE INC COM 587118100 17,106 327,700 SH   DFND 0 0 327,700 0
CABELAS INC COM 126804301 53,231 950,900 SH   DFND 0 0 950,900 0
DOLLAR GEN CORP NEW COM 256677105 156,794 2,080,051 SH   DFND 0 0 2,080,051 0
EDWARDS LIFESCIENCES CORP COM 28176E108 34,105 239,400 SH   DFND 0 0 239,400 0
RACKSPACE HOSTING INC COM 750086100 94,678 1,835,200 SH   DFND 0 0 1,835,200 0
LENNOX INTL INC COM 526107107 7,997 71,600 SH   DFND 0 0 71,600 0
CHEESECAKE FACTORY INC COM 163072101 913 18,500 SH   DFND 0 0 18,500 0
REGIS CORP MINN COM 758932107 10,662 651,700 SH   DFND 0 0 651,700 0
SKECHERS U S A INC CL A 830566105 7,551 105,000 SH   DFND 0 0 105,000 0
SCOTTS MIRACLE GRO CO CL A 810186106 32,457 483,200 SH   DFND 0 0 483,200 0
TEXAS ROADHOUSE INC COM 882681109 7,107 195,100 SH   DFND 0 0 195,100 0
TRINA SOLAR LIMITED SPON ADR 89628E104 5,529 457,300 SH   DFND 0 0 457,300 0
OREXIGEN THERAPEUTICS INC COM 686164104 16,038 2,048,300 SH   DFND 0 0 2,048,300 0
ON SEMICONDUCTOR CORP COM 682189105 1,717 141,800 SH   DFND 0 0 141,800 0
LANDSTAR SYS INC COM 515098101 10,152 153,125 SH   DFND 0 0 153,125 0
HUB GROUP INC CL A 443320106 912 23,200 SH   DFND 0 0 23,200 0
KNIGHT TRANSN INC COM 499064103 4,360 135,200 SH   DFND 0 0 135,200 0
OLD DOMINION FGHT LINES INC COM 679580100 6,795 87,900 SH   DFND 0 0 87,900 0
RPC INC COM 749660106 15,796 1,233,100 SH   DFND 0 0 1,233,100 0
WABTEC CORP COM 929740108 3,468 36,500 SH   DFND 0 0 36,500 0
CINTAS CORP COM 172908105 35,027 429,100 SH   DFND 0 0 429,100 0
FORTINET INC COM 34959E109 4,320 123,600 SH   DFND 0 0 123,600 0
GARTNER INC COM 366651107 8,217 98,000 SH   DFND 0 0 98,000 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,018 20,000 SH   DFND 0 0 20,000 0
CNOOC LTD SPONSORED ADR 126132109 11,161 78,700 SH   DFND 0 0 78,700 0
LEAR CORP COM NEW 521865204 10,617 95,800 SH   DFND 0 0 95,800 0
CENTURY ALUM CO COM 156431108 1,700 123,200 SH   DFND 0 0 123,200 0
ILLUMINA INC COM 452327109 3,713 20,000 SH   DFND 0 0 20,000 0
MOHAWK INDS INC COM 608190104 70,641 380,300 SH   DFND 0 0 380,300 0
TENNECO INC COM 880349105 3,594 62,600 SH   DFND 0 0 62,600 0
VALSPAR CORP COM 920355104 23,537 280,100 SH   DFND 0 0 280,100 0
GOODYEAR TIRE & RUBR CO COM 382550101 59,940 2,213,450 SH   DFND 0 0 2,213,450 0
WHITING PETE CORP NEW COM 966387102 133,510 4,320,716 SH   DFND 0 0 4,320,716 0
BRUKER CORP COM 116794108 3,476 188,200 SH   DFND 0 0 188,200 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 3,448 244,400 SH   DFND 0 0 244,400 0
DELTA AIR LINES INC DEL COM NEW 247361702 32,960 733,100 SH   DFND 0 0 733,100 0
DARLING INGREDIENTS INC COM 237266101 71,167 5,079,700 SH   DFND 0 0 5,079,700 0
DINEEQUITY INC COM 254423106 845 7,900 SH   DFND 0 0 7,900 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 4,028 35,200 SH   DFND 0 0 35,200 0
FOREST CITY ENTERPRISES INC CL A 345550107 9,884 387,300 SH   DFND 0 0 387,300 0
GENESEE & WYO INC CL A 371559105 13,135 136,200 SH   DFND 0 0 136,200 0
HEXCEL CORP NEW COM 428291108 2,597 50,500 SH   DFND 0 0 50,500 0
LKQ CORP COM 501889208 61,722 2,414,800 SH   DFND 0 0 2,414,800 0
LOUISIANA PAC CORP COM 546347105 18,161 1,100,000 SH   DFND 0 0 1,100,000 0
LAM RESEARCH CORP COM 512807108 51,521 733,552 SH   DFND 0 0 733,552 0
MOOG INC CL A 615394202 18,426 245,518 SH   DFND 0 0 245,518 0
MGIC INVT CORP WIS COM 552848103 11,655 1,210,300 SH   DFND 0 0 1,210,300 0
NRG ENERGY INC COM NEW 629377508 14,628 580,700 SH   DFND 0 0 580,700 0
ROSETTA RESOURCES INC COM 777779307 10,581 621,661 SH   DFND 0 0 621,661 0
SALLY BEAUTY HLDGS INC COM 79546E104 29,215 850,000 SH   DFND 0 0 850,000 0
UNITED NAT FOODS INC COM 911163103 9,630 125,000 SH   DFND 0 0 125,000 0
SMITH A O COM 831865209 794 12,100 SH   DFND 0 0 12,100 0
ON ASSIGNMENT INC COM 682159108 295 7,700 SH   DFND 0 0 7,700 0
BRUNSWICK CORP COM 117043109 18,028 350,400 SH   DFND 0 0 350,400 0
CURIS INC COM 231269101 240 100,000 SH   DFND 0 0 100,000 0
CARPENTER TECHNOLOGY CORP COM 144285103 3,717 95,600 SH   DFND 0 0 95,600 0
CARDIOVASCULAR SYS INC DEL COM 141619106 8,503 217,800 SH   DFND 0 0 217,800 0
CARLISLE COS INC COM 142339100 13,552 146,300 SH   DFND 0 0 146,300 0
COOPER TIRE & RUBR CO COM 216831107 4,897 114,300 SH   DFND 0 0 114,300 0
CALAVO GROWERS INC COM 128246105 3,743 72,800 SH   DFND 0 0 72,800 0
WILLIAMS CLAYTON ENERGY INC COM 969490101 1,909 37,700 SH   DFND 0 0 37,700 0
CYTEC INDS INC COM 232820100 9,019 166,900 SH   DFND 0 0 166,900 0
DYCOM INDS INC COM 267475101 283 5,800 SH   DFND 0 0 5,800 0
FINISH LINE INC CL A 317923100 19,172 781,900 SH   DFND 0 0 781,900 0
GREENBRIER COS INC COM 393657101 4,831 83,300 SH   DFND 0 0 83,300 0
GULFMARK OFFSHORE INC CL A NEW 402629208 4,238 325,000 SH   DFND 0 0 325,000 0
GRAPHIC PACKAGING HLDG CO COM 388689101 11,452 787,600 SH   DFND 0 0 787,600 0
GULFPORT ENERGY CORP COM NEW 402635304 25,944 565,100 SH   DFND 0 0 565,100 0
GREEN PLAINS INC COM 393222104 5,610 196,500 SH   DFND 0 0 196,500 0
GRANITE CONSTR INC COM 387328107 3,461 98,500 SH   DFND 0 0 98,500 0
HILL ROM HLDGS INC COM 431475102 22,403 457,200 SH   DFND 0 0 457,200 0
HARRIS CORP DEL COM 413875105 3,733 47,400 SH   DFND 0 0 47,400 0
HERSHEY CO COM 427866108 7,578 75,100 SH   DFND 0 0 75,100 0
HUBBELL INC CL B 443510201 39,847 363,500 SH   DFND 0 0 363,500 0
HUNTSMAN CORP COM 447011107 35,084 1,582,500 SH   DFND 0 0 1,582,500 0
HEALTHWAYS INC COM 422245100 35,036 1,778,500 SH   DFND 0 0 1,778,500 0
ICONIX BRAND GROUP INC COM 451055107 1,354 40,200 SH   DFND 0 0 40,200 0
WORLD FUEL SVCS CORP COM 981475106 16,428 285,800 SH   DFND 0 0 285,800 0
INTL PAPER CO COM 460146103 22,096 398,197 SH   DFND 0 0 398,197 0
JABIL CIRCUIT INC COM 466313103 3,935 168,300 SH   DFND 0 0 168,300 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 4,144 53,900 SH   DFND 0 0 53,900 0
LITHIA MTRS INC CL A 536797103 9,981 100,400 SH   DFND 0 0 100,400 0
MEDICINES CO COM 584688105 7,663 273,500 SH   DFND 0 0 273,500 0
MILLER HERMAN INC COM 600544100 1,321 47,600 SH   DFND 0 0 47,600 0
NATIONAL FUEL GAS CO N J COM 636180101 8,006 132,700 SH   DFND 0 0 132,700 0
OFFICE DEPOT INC COM 676220106 15,640 1,700,000 SH   DFND 0 0 1,700,000 0
OIL STS INTL INC COM 678026105 13,196 331,800 SH   DFND 0 0 331,800 0
OLIN CORP COM PAR $1 680665205 7,302 227,900 SH   DFND 0 0 227,900 0
PULTE GROUP INC COM 745867101 32,525 1,463,100 SH   DFND 0 0 1,463,100 0
PRICESMART INC COM 741511109 12,747 150,000 SH   DFND 0 0 150,000 0
PENN VA CORP COM 707882106 7,776 1,200,000 SH   DFND 0 0 1,200,000 0
RYDER SYS INC COM 783549108 1,253 13,200 SH   DFND 0 0 13,200 0
RADIAN GROUP INC COM 750236101 15,504 923,400 SH   DFND 0 0 923,400 0
RPM INTL INC COM 749685103 18,825 392,275 SH   DFND 0 0 392,275 0
RAYONIER INC COM 754907103 7,330 271,900 SH   DFND 0 0 271,900 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 3,141 100,000 SH   DFND 0 0 100,000 0
SEMGROUP CORP CL A 81663A105 40,101 493,000 SH   DFND 0 0 493,000 0
SPX CORP COM 784635104 41,227 485,600 SH   DFND 0 0 485,600 0
SCORPIO TANKERS INC SHS Y7542C106 11,232 1,192,400 SH   DFND 0 0 1,192,400 0
SMITH & WESSON HLDG CORP COM 831756101 15,040 1,181,464 SH   DFND 0 0 1,181,464 0
TELEFLEX INC COM 879369106 22,990 190,268 SH   DFND 0 0 190,268 0
TRIMAS CORP COM NEW 896215209 3,110 101,000 SH   DFND 0 0 101,000 0
WESTLAKE CHEM CORP COM 960413102 7,841 109,000 SH   DFND 0 0 109,000 0
MAGNA INTL INC COM 559222401 21,158 394,300 SH   DFND 0 0 394,300 0
DOMTAR CORP COM NEW 257559203 20,660 447,000 SH   DFND 0 0 447,000 0
CANADIAN NATL RY CO COM 136375102 71,013 1,061,450 SH   DFND 0 0 1,061,450 0
SERVICE CORP INTL COM 817565104 12,543 481,500 SH   DFND 0 0 481,500 0
TRINITY INDS INC COM 896522109 7,819 220,200 SH   DFND 0 0 220,200 0
SWIFT TRANSN CO CL A 87074U101 10,111 388,600 SH   DFND 0 0 388,600 0
VISTEON CORP COM NEW 92839U206 207,650 2,154,050 SH   DFND 0 0 2,154,050 0
NIELSEN N V COM N63218106 7,002 157,100 SH   DFND 0 0 157,100 0
DELEK US HLDGS INC COM 246647101 77,373 1,946,500 SH   DFND 0 0 1,946,500 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 3,139 77,700 SH   DFND 0 0 77,700 0
GENERAC HLDGS INC COM 368736104 25,818 530,250 SH   DFND 0 0 530,250 0
TORNIER N V SHS N87237108 4,992 190,400 SH   DFND 0 0 190,400 0
PANDORA MEDIA INC COM 698354107 27,332 1,686,100 SH   DFND 0 0 1,686,100 0
HOLLYFRONTIER CORP COM 436106108 47,603 1,182,100 SH   DFND 0 0 1,182,100 0
LINKEDIN CORP COM CL A 53578A108 48,248 193,100 SH   DFND 0 0 193,100 0
MARATHON PETE CORP COM 56585A102 4,608 45,000 SH   DFND 0 0 45,000 0
PVH CORP COM 693656100 70,457 661,200 SH   DFND 0 0 661,200 0
RALPH LAUREN CORP CL A 751212101 1,815 13,800 SH   DFND 0 0 13,800 0
YANDEX N V SHS CLASS A N97284108 4,321 284,900 SH   DFND 0 0 284,900 0
AIR LEASE CORP CL A 00912X302 1,060 28,100 SH   DFND 0 0 28,100 0
CAVIUM INC COM 14964U108 33,307 470,300 SH   DFND 0 0 470,300 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 12,228 300,000 SH   DFND 0 0 300,000 0
GNC HLDGS INC COM CL A 36191G107 4,348 88,600 SH   DFND 0 0 88,600 0
WENDYS CO COM 95058W100 10,003 917,700 SH   DFND 0 0 917,700 0
AMC NETWORKS INC CL A 00164V103 21,107 275,400 SH   DFND 0 0 275,400 0
UNITED STATES OIL FUND LP UNITS 91232N108 21,976 1,305,000 SH   DFND 0 0 1,305,000 0
KOSMOS ENERGY LTD SHS G5315B107 2,372 299,900 SH   DFND 0 0 299,900 0
MERITOR INC COM 59001K100 11,314 897,240 SH   DFND 0 0 897,240 0
BANKRATE INC DEL COM 06647F102 4,751 419,000 SH   DFND 0 0 419,000 0
SPIRIT AIRLS INC COM 848577102 1,470 19,000 SH   DFND 0 0 19,000 0
CONNS INC COM 208242107 30,383 1,003,400 SH   DFND 0 0 1,003,400 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,261 47,700 SH   DFND 0 0 47,700 0
ANIXTER INTL INC COM 035290105 9,585 125,900 SH   DFND 0 0 125,900 0
SUNPOWER CORP COM 867652406 26,091 833,300 SH   DFND 0 0 833,300 0
APPLE INC COM 037833100 1,580 12,700 SH   DFND 0 0 12,700 0
AMAZON COM INC COM 023135106 122,830 330,100 SH   DFND 0 0 330,100 0
BAIDU INC SPON ADR REP A 056752108 11,483 55,100 SH   DFND 0 0 55,100 0
ALBEMARLE CORP COM 012653101 4,343 82,200 SH   DFND 0 0 82,200 0
ABERCROMBIE & FITCH CO CL A 002896207 12,292 557,700 SH   DFND 0 0 557,700 0
AIR PRODS & CHEMS INC COM 009158106 49,782 329,075 SH   DFND 0 0 329,075 0
BOEING CO COM 097023105 60,452 402,800 SH   DFND 0 0 402,800 0
BARD C R INC COM 067383109 45,770 273,500 SH   DFND 0 0 273,500 0
BECTON DICKINSON & CO COM 075887109 44,915 312,800 SH   DFND 0 0 312,800 0
BIG LOTS INC COM 089302103 3,871 80,600 SH   DFND 0 0 80,600 0
BP PLC SPONSORED ADR 055622104 8,334 213,100 SH   DFND 0 0 213,100 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 64,942 1,206,200 SH   DFND 0 0 1,206,200 0
ANADARKO PETE CORP COM 032511107 92,126 1,112,500 SH   DFND 0 0 1,112,500 0
AMERICAN INTL GROUP INC COM NEW 026874784 9,161 167,200 SH   DFND 0 0 167,200 0
AIR METHODS CORP COM PAR $.06 009128307 7,254 155,700 SH   DFND 0 0 155,700 0
ALIGN TECHNOLOGY INC COM 016255101 54,808 1,019,021 SH   DFND 0 0 1,019,021 0
APPLIED MATLS INC COM 038222105 3,720 164,900 SH   DFND 0 0 164,900 0
AMETEK INC NEW COM 031100100 5,286 100,600 SH   DFND 0 0 100,600 0
ASHLAND INC NEW COM 044209104 56,218 441,580 SH   DFND 0 0 441,580 0
ATWOOD OCEANICS INC COM 050095108 5,119 182,100 SH   DFND 0 0 182,100 0
ASTRAZENECA PLC SPONSORED ADR 046353108 4,229 61,800 SH   DFND 0 0 61,800 0
BEMIS INC COM 081437105 10,420 225,000 SH   DFND 0 0 225,000 0
AARONS INC COM PAR $0.50 002535300 24,203 854,922 SH   DFND 0 0 854,922 0
APACHE CORP COM 037411105 12,030 199,400 SH   DFND 0 0 199,400 0
ALLSTATE CORP COM 020002101 18,483 259,700 SH   DFND 0 0 259,700 0
BANK AMER CORP COM 060505104 42,364 2,752,700 SH   DFND 0 0 2,752,700 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 68,781 1,448,630 SH   DFND 0 0 1,448,630 0
ASTEC INDS INC COM 046224101 4,845 113,000 SH   DFND 0 0 113,000 0
ACCURAY INC COM 004397105 10,446 1,123,200 SH   DFND 0 0 1,123,200 0
AGNICO EAGLE MINES LTD COM 008474108 2,559 91,600 SH   DFND 0 0 91,600 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,986 23,900 SH   DFND 0 0 23,900 0
ANALOG DEVICES INC COM 032654105 20,796 330,100 SH   DFND 0 0 330,100 0
AAR CORP COM 000361105 682 22,200 SH   DFND 0 0 22,200 0
AKORN INC COM 009728106 9,321 196,200 SH   DFND 0 0 196,200 0
ALON USA ENERGY INC COM 020520102 1,287 77,700 SH   DFND 0 0 77,700 0
AMERICAN WOODMARK CORP COM 030506109 25,207 460,572 SH   DFND 0 0 460,572 0
BARNES GROUP INC COM 067806109 12,852 317,400 SH   DFND 0 0 317,400 0
B/E AEROSPACE INC COM 073302101 83,037 1,305,200 SH   DFND 0 0 1,305,200 0
GRAY TELEVISION INC COM 389375106 155 11,200 SH   DFND 0 0 11,200 0
IMPERVA INC COM 45321L100 1,307 30,600 SH   DFND 0 0 30,600 0
ITT CORP NEW COM NEW 450911201 33,069 828,600 SH   DFND 0 0 828,600 0
DELPHI AUTOMOTIVE PLC SHS G27823106 19,568 245,400 SH   DFND 0 0 245,400 0
WPX ENERGY INC COM 98212B103 29,569 2,705,300 SH   DFND 0 0 2,705,300 0
TEEKAY TANKERS LTD CL A Y8565N102 4,310 750,900 SH   DFND 0 0 750,900 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 5,740 179,700 SH   DFND 0 0 179,700 0
BONANZA CREEK ENERGY INC COM 097793103 617 25,000 SH   DFND 0 0 25,000 0
EPAM SYS INC COM 29414B104 919 15,000 SH   DFND 0 0 15,000 0
NATIONSTAR MTG HLDGS INC COM 63861C109 17,792 718,300 SH   DFND 0 0 718,300 0
XPO LOGISTICS INC COM 983793100 13,850 304,600 SH   DFND 0 0 304,600 0
FACEBOOK INC CL A 30303M102 100,664 1,224,400 SH   DFND 0 0 1,224,400 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 16,607 847,300 SH   DFND 0 0 847,300 0
PHILLIPS 66 COM 718546104 39,850 507,000 SH   DFND 0 0 507,000 0
RESOLUTE FST PRODS INC COM 76117W109 6,467 375,000 SH   DFND 0 0 375,000 0
REXNORD CORP NEW COM 76169B102 10,817 405,300 SH   DFND 0 0 405,300 0
INFOBLOX INC COM 45672H104 138 5,800 SH   DFND 0 0 5,800 0
YELP INC CL A 985817105 10,663 225,200 SH   DFND 0 0 225,200 0
FIRST BANCORP P R COM NEW 318672706 1,240 200,000 SH   DFND 0 0 200,000 0
MRC GLOBAL INC COM 55345K103 26,729 2,255,600 SH   DFND 0 0 2,255,600 0
SANGAMO BIOSCIENCES INC COM 800677106 3,075 196,100 SH   DFND 0 0 196,100 0
PALO ALTO NETWORKS INC COM 697435105 26,528 181,600 SH   DFND 0 0 181,600 0
PDC ENERGY INC COM 69327R101 15,742 291,300 SH   DFND 0 0 291,300 0
SAREPTA THERAPEUTICS INC COM 803607100 22,605 1,702,200 SH   DFND 0 0 1,702,200 0
GLOBUS MED INC CL A 379577208 13,216 523,600 SH   DFND 0 0 523,600 0
TESARO INC COM 881569107 46,775 814,900 SH   DFND 0 0 814,900 0
BIODELIVERY SCIENCES INTL IN COM 09060J106 76 7,200 SH   DFND 0 0 7,200 0
BLOOMIN BRANDS INC COM 094235108 37,660 1,547,900 SH   DFND 0 0 1,547,900 0
MATSON INC COM 57686G105 510 12,100 SH   DFND 0 0 12,100 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 3,145 341,100 SH   DFND 0 0 341,100 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 12,000 750,000 SH   DFND 0 0 750,000 0
MONDELEZ INTL INC CL A 609207105 4,786 132,600 SH   DFND 0 0 132,600 0
EATON CORP PLC SHS G29183103 42,843 630,600 SH   DFND 0 0 630,600 0
REALOGY HLDGS CORP COM 75605Y106 4,644 102,100 SH   DFND 0 0 102,100 0
DYNEGY INC NEW DEL COM 26817R108 36,440 1,159,400 SH   DFND 0 0 1,159,400 0
RESTORATION HARDWARE HLDGS I COM 761283100 1,686 17,000 SH   DFND 0 0 17,000 0
ABBVIE INC COM 00287Y109 8,477 144,800 SH   DFND 0 0 144,800 0
PUMA BIOTECHNOLOGY INC COM 74587V107 2,149 9,100 SH   DFND 0 0 9,100 0
ACADIA PHARMACEUTICALS INC COM 004225108 73,240 2,247,300 SH   DFND 0 0 2,247,300 0
BERRY PLASTICS GROUP INC COM 08579W103 8,758 242,000 SH   DFND 0 0 242,000 0
BEAZER HOMES USA INC COM NEW 07556Q881 6,987 394,300 SH   DFND 0 0 394,300 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 37,311 132,300 SH   DFND 0 0 132,300 0
LIFELOCK INC COM 53224V100 1,300 92,100 SH   DFND 0 0 92,100 0
NORDIC AMERICAN TANKERS LIMI COM G65773106 7,342 616,423 SH   DFND 0 0 616,423 0
DIAMOND FOODS INC COM 252603105 5,547 170,300 SH   DFND 0 0 170,300 0
SOUFUN HLDGS LTD ADR 836034108 12,608 2,101,300 SH   DFND 0 0 2,101,300 0
BOISE CASCADE CO DEL COM 09739D100 7,521 200,775 SH   DFND 0 0 200,775 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 1,396 36,200 SH   DFND 0 0 36,200 0
ZOETIS INC CL A 98978V103 6,592 142,400 SH   DFND 0 0 142,400 0
AXIALL CORP COM 05463D100 27,379 583,275 SH   DFND 0 0 583,275 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 62,398 1,155,300 SH   DFND 0 0 1,155,300 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 8,293 163,000 SH   DFND 0 0 163,000 0
LANNET INC COM 516012101 4,401 65,000 SH   DFND 0 0 65,000 0
TRI POINTE HOMES INC COM 87265H109 11,535 747,600 SH   DFND 0 0 747,600 0
ARRIS GROUP INC NEW COM 04270V106 10,113 350,000 SH   DFND 0 0 350,000 0
TABLEAU SOFTWARE INC CL A 87336U105 11,546 124,800 SH   DFND 0 0 124,800 0
PINNACLE FOODS INC DEL COM 72348P104 2,485 60,900 SH   DFND 0 0 60,900 0
SEAWORLD ENTMT INC COM 81282V100 32,111 1,665,500 SH   DFND 0 0 1,665,500 0
SUNEDISON INC COM 86732Y109 79,030 3,292,900 SH   DFND 0 0 3,292,900 0
T MOBILE US INC COM 872590104 50,216 1,584,600 SH   DFND 0 0 1,584,600 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 2,661 51,700 SH   DFND 0 0 51,700 0
CST BRANDS INC COM 12646R105 4,383 100,000 SH   DFND 0 0 100,000 0
CONSTELLIUM NV CL A N22035104 5,696 280,300 SH   DFND 0 0 280,300 0
EPIZYME INC COM 29428V104 15,779 840,200 SH   DFND 0 0 840,200 0
GLOBAL EAGLE ENTMT INC COM 37951D102 297 22,300 SH   DFND 0 0 22,300 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 1,895 32,600 SH   DFND 0 0 32,600 0
NOVAVAX INC COM 670002104 786 95,000 SH   DFND 0 0 95,000 0
TEXTURA CORP COM 883211104 11,060 406,900 SH   DFND 0 0 406,900 0
WEST CORP COM 952355204 988 29,300 SH   DFND 0 0 29,300 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 1,172 122,600 SH   DFND 0 0 122,600 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 7,573 223,800 SH   DFND 0 0 223,800 0
GOGO INC COM 38046C109 1,233 64,700 SH   DFND 0 0 64,700 0
HD SUPPLY HLDGS INC COM 40416M105 44,030 1,413,250 SH   DFND 0 0 1,413,250 0
SPROUTS FMRS MKT INC COM 85208M102 15,854 450,000 SH   DFND 0 0 450,000 0
NEWS CORP NEW CL A 65249B109 16,424 1,025,881 SH   DFND 0 0 1,025,881 0
SPRINT CORP COM SER 1 85207U105 15,727 3,317,900 SH   DFND 0 0 3,317,900 0
RETAILMENOT INC COM SER 1 76132B106 7,813 433,800 SH   DFND 0 0 433,800 0
CHANGYOU COM LTD ADS REP CL A 15911M107 2,910 112,400 SH   DFND 0 0 112,400 0
ZELTIQ AESTHETICS INC COM 98933Q108 35,477 1,150,721 SH   DFND 0 0 1,150,721 0
ACTAVIS PLC SHS G0083B108 1,126 3,783 SH   DFND 0 0 3,783 0
ALLEGION PUB LTD CO ORD SHS G0176J109 37,323 610,153 SH   DFND 0 0 610,153 0
ANTERO RES CORP COM 03674X106 10,066 285,000 SH   DFND 0 0 285,000 0
BURLINGTON STORES INC COM 122017106 38,492 647,800 SH   DFND 0 0 647,800 0
CRITEO S A SPONS ADS 226718104 3,725 94,300 SH   DFND 0 0 94,300 0
ESSENT GROUP LTD COM G3198U102 9,545 399,200 SH   DFND 0 0 399,200 0
TWITTER INC COM 90184L102 27,454 548,200 SH   DFND 0 0 548,200 0
POTBELLY CORP COM 73754Y100 1 100 SH   DFND 0 0 100 0
SPDR GOLD TRUST GOLD SHS 78463V107 341 3,000 SH   DFND 0 0 3,000 0
ISHARES SILVER TRUST ISHARES 46428Q109 619 38,829 SH   DFND 0 0 38,829 0
ISHARES SILVER TRUST CALL 46428Q109 3,186 200,000 SH Call DFND 0 0 200,000 0
ISHARES SILVER TRUST PUT 46428Q109 3,186 200,000 SH Put DFND 0 0 200,000 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 9,019 317,900 SH   DFND 0 0 317,900 0
MIMEDX GROUP INC COM 602496101 9,802 942,500 SH   DFND 0 0 942,500 0
SIRIUS XM HLDGS INC COM 82968B103 29,383 7,692,000 SH   DFND 0 0 7,692,000 0
ALBANY MOLECULAR RESH INC COM 012423109 4,103 233,100 SH   DFND 0 0 233,100 0
COMMSCOPE HLDG CO INC COM 20337X109 16,081 563,440 SH   DFND 0 0 563,440 0
EROS INTL PLC SHS NEW G3788M114 28 1,600 SH   DFND 0 0 1,600 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 23,414 1,024,700 SH   DFND 0 0 1,024,700 0
LDR HLDG CORP COM 50185U105 11,473 313,140 SH   DFND 0 0 313,140 0
MACROGENICS INC COM 556099109 73,749 2,350,951 SH   DFND 0 0 2,350,951 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 1,762 42,717 SH   DFND 0 0 42,717 0
SCIENCE APPLICATNS INTL CP N COM 808625107 2,408 46,900 SH   DFND 0 0 46,900 0
TANDEM DIABETES CARE INC COM 875372104 5,049 400,100 SH   DFND 0 0 400,100 0
VEEVA SYS INC CL A COM 922475108 2,591 101,500 SH   DFND 0 0 101,500 0
58 COM INC SPON ADR REP A 31680Q104 9,545 180,500 SH   DFND 0 0 180,500 0
EP ENERGY CORP CL A 268785102 1,884 179,800 SH   DFND 0 0 179,800 0
RICE ENERGY INC COM 762760106 36,735 1,688,200 SH   DFND 0 0 1,688,200 0
PERRIGO CO PLC SHS G97822103 18,211 110,000 SH   DFND 0 0 110,000 0
AMC ENTMT HLDGS INC CL A COM 00165C104 7,503 211,400 SH   DFND 0 0 211,400 0
AUSPEX PHARMACEUTICALS INC COM 05211J102 2,457 24,500 SH   DFND 0 0 24,500 0
CONCERT PHARMACEUTICALS INC COM 206022105 7,954 525,200 SH   DFND 0 0 525,200 0
DHT HOLDINGS INC SHS NEW Y2065G121 10,684 1,530,600 SH   DFND 0 0 1,530,600 0
DICERNA PHARMACEUTICALS INC COM 253031108 14 600 SH   DFND 0 0 600 0
ELEVEN BIOTHERAPEUTICS INC COM 286221106 1,551 173,869 SH   DFND 0 0 173,869 0
HERON THERAPEUTICS INC COM 427746102 7,275 500,000 SH   DFND 0 0 500,000 0
IGI LABS INC COM 449575109 1,133 138,800 SH   DFND 0 0 138,800 0
INOGEN INC COM 45780L104 1,804 56,400 SH   DFND 0 0 56,400 0
INTRA CELLULAR THERAPIES INC COM 46116X101 2,145 89,823 SH   DFND 0 0 89,823 0
ONCOTHYREON INC COM 682324108 1,019 625,000 SH   DFND 0 0 625,000 0
RCS CAP CORP COM CL A 74937W102 12,274 1,153,600 SH   DFND 0 0 1,153,600 0
GOOGLE INC CL C 38259P706 2,028 3,700 SH   DFND 0 0 3,700 0
SYNOVUS FINL CORP COM NEW 87161C501 2,361 84,300 SH   DFND 0 0 84,300 0
TIME INC NEW COM 887228104 3,151 140,400 SH   DFND 0 0 140,400 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 3,899 219,800 SH   DFND 0 0 219,800 0
CHEETAH MOBILE INC ADR 163075104 1,557 91,100 SH   DFND 0 0 91,100 0
JD COM INC SPON ADR CL A 47215P106 10,283 350,000 SH   DFND 0 0 350,000 0
ABENGOA YIELD PLC ORD SHS G00349103 665 19,700 SH   DFND 0 0 19,700 0
ALDER BIOPHARMACEUTICALS INC COM 014339105 12,099 419,233 SH   DFND 0 0 419,233 0
LA QUINTA HLDGS INC COM 50420D108 21,989 928,600 SH   DFND 0 0 928,600 0
Q2 HLDGS INC COM 74736L109 370 17,500 SH   DFND 0 0 17,500 0
RUBICON PROJ INC COM 78112V102 2,862 159,700 SH   DFND 0 0 159,700 0
TETRAPHASE PHARMACEUTICALS I COM 88165N105 6,141 167,600 SH   DFND 0 0 167,600 0
VOYA FINL INC COM 929089100 5,915 137,200 SH   DFND 0 0 137,200 0
ZENDESK INC COM 98936J101 567 25,000 SH   DFND 0 0 25,000 0
ALLY FINL INC COM 02005N100 4,779 227,800 SH   DFND 0 0 227,800 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 100,918 5,569,400 SH   DFND 0 0 5,569,400 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 11,682 500,500 SH   DFND 0 0 500,500 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 541 6,500 SH   DFND 0 0 6,500 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 14,829 403,400 SH   DFND 0 0 403,400 0
WEATHERFORD INTL PLC ORD SHS G48833100 47,857 3,890,800 SH   DFND 0 0 3,890,800 0
HORIZON PHARMA PLC SHS G4617B105 6,074 233,900 SH   DFND 0 0 233,900 0
SEALED AIR CORP NEW COM 81211K100 13,003 285,400 SH   DFND 0 0 285,400 0
XUNLEI LTD SPONSORED ADR 98419E108 917 143,900 SH   DFND 0 0 143,900 0
YANZHOU COAL MNG CO LTD SPON ADR H SHS 984846105 181 21,591 SH   DFND 0 0 21,591 0
ISHARES CALL 464286400 6,274 200,000 SH Call DFND 0 0 200,000 0
SAREPTA THERAPEUTICS INC CALL 803607100 2,323 174,900 SH Call DFND 0 0 174,900 0
ECLIPSE RES CORP COM 27890G100 2 300 SH   DFND 0 0 300 0
APPLIED GENETIC TECHNOL CORP COM 03820J100 20,630 1,032,000 SH   DFND 0 0 1,032,000 0
TERRAFORM PWR INC CL A COM 88104R100 10,946 299,800 SH   DFND 0 0 299,800 0
MONSANTO CO NEW PUT 61166W101 56,270 500,000 SH Put DFND 0 0 500,000 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 703 18,400 SH   DFND 0 0 18,400 0
PROQR THRAPEUTICS N V SHS EURO N71542109 55 2,500 SH   DFND 0 0 2,500 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 198 6,600 SH   DFND 0 0 6,600 0
RADIUS HEALTH INC COM NEW 750469207 49,528 1,203,300 SH   DFND 0 0 1,203,300 0
ZAFGEN INC COM 98885E103 103 2,600 SH   DFND 0 0 2,600 0
CITIZENS FINL GROUP INC COM 174610105 80 3,312 SH   DFND 0 0 3,312 0
OM ASSET MGMT PLC SHS G67506108 7,833 420,208 SH   DFND 0 0 420,208 0
TYCO INTL PLC SHS G91442106 45,846 1,064,700 SH   DFND 0 0 1,064,700 0
RESTAURANT BRANDS INTL INC COM 76131D103 17,285 450,000 SH   DFND 0 0 450,000 0
AXALTA COATING SYS LTD COM G0750C108 1,657 60,000 SH   DFND 0 0 60,000 0
CROWN CASTLE INTL CORP NEW COM 22822V101 69,647 843,800 SH   DFND 0 0 843,800 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 1,598 98,000 SH   DFND 0 0 98,000 0
KLX INC COM 482539103 5,330 138,300 SH   DFND 0 0 138,300 0
LIBERTY BROADBAND CORP COM SER A 530307107 243 4,300 SH   DFND 0 0 4,300 0
LIBERTY BROADBAND CORP COM SER C 530307305 8,931 157,800 SH   DFND 0 0 157,800 0
WAYFAIR INC CL A 94419L101 1,744 54,300 SH   DFND 0 0 54,300 0
CHINA SOUTHN AIRLS LTD SPON ADR CL H 169409109 497 13,800 SH   DFND 0 0 13,800 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 8,994 385,000 SH   DFND 0 0 385,000 0
ISHARES TR CALL 464287655 18,457 148,400 SH Call DFND 0 0 148,400 0
SCHLUMBERGER LTD PUT 806857108 33,376 400,000 SH Put DFND 0 0 400,000 0
TETRALOGIC PHARMACEUTICALS C COM 88165U109 550 125,559 SH   DFND 0 0 125,559 0
BELLICUM PHARMACEUTICALS INC COM 079481107 8,529 368,100 SH   DFND 0 0 368,100 0
CYMABAY THERAPEUTICS INC COM 23257D103 4,050 585,288 SH   DFND 0 0 585,288 0
CATALYST PHARM PARTNERS INC COM 14888U101 28,439 6,568,000 SH   DFND 0 0 6,568,000 0
MARKET VECTORS ETF TR CALL 57060U100 51,528 2,825,000 SH Call DFND 0 0 2,825,000 0
BAKER HUGHES INC CALL 057224107 19,074 300,000 SH Call DFND 0 0 300,000 0
ISHARES TR CALL 464287234 40,130 1,000,000 SH Call DFND 0 0 1,000,000 0
AAC HLDGS INC COM 000307108 3,823 125,000 SH   DFND 0 0 125,000 0
ATARA BIOTHERAPEUTICS INC COM 046513107 1,043 25,100 SH   DFND 0 0 25,100 0
MEDIA GEN INC NEW COM 58441K100 6,022 365,200 SH   DFND 0 0 365,200 0
METALDYNE PERFORMANCE GROUP COM 59116R107 2,548 141,400 SH   DFND 0 0 141,400 0
VIVINT SOLAR INC COM 92854Q106 1,080 89,000 SH   DFND 0 0 89,000 0
VITAE PHARMACEUTICALS INC COM 92847N103 4,274 365,000 SH   DFND 0 0 365,000 0
XENON PHARMACEUTICALS INC COM 98420N105 1,855 110,000 SH   DFND 0 0 110,000 0
FLAMEL TECHNOLOGIES SA SPONSORED ADR 338488109 6,397 355,800 SH   DFND 0 0 355,800 0
IDERA PHARMACEUTICALS INC COM NEW 45168K306 509 137,087 SH   DFND 0 0 137,087 0
FORWARD PHARMA A/S SPONSORED ADR 34986J105 1,191 42,050 SH   DFND 0 0 42,050 0
CSX CORP CALL 126408103 24,840 750,000 SH Call DFND 0 0 750,000 0
CONNS INC CALL 208242107 2,967 98,000 SH Call DFND 0 0 98,000 0
GAMESTOP CORP NEW CALL 36467W109 5,314 140,000 SH Call DFND 0 0 140,000 0
ORBITAL ATK INC COM 68557N103 27,089 353,500 SH   DFND 0 0 353,500 0
HARLEY DAVIDSON INC CALL 412822108 2,126 35,000 SH Call DFND 0 0 35,000 0
TYSON FOODS INC CALL 902494103 8,043 210,000 SH Call DFND 0 0 210,000 0
CHINA TELECOM CORP LTD SPON ADR H SHS 169426103 1,777 27,621 SH   DFND 0 0 27,621 0
EQUINIX INC COM PAR $0.001 29444U700 32,529 139,700 SH   DFND 0 0 139,700 0
EURONAV NV ANTWERPEN SHS TEMP B38564124 1,329 110,200 SH   DFND 0 0 110,200 0
INFRAREIT INC COM 45685L100 1,306 45,684 SH   DFND 0 0 45,684 0
MEDTRONIC PLC SHS G5960L103 10,622 136,200 SH   DFND 0 0 136,200 0
MYLAN N V SHS EURO N59465109 15,033 253,300 SH   DFND 0 0 253,300 0
RENTRAK CORP COM 760174102 1,506 27,100 SH   DFND 0 0 27,100 0
TEKMIRA PHARMACEUTICALS CORP COM NEW 87911B209 2,745 157,200 SH   DFND 0 0 157,200 0
VISTA OUTDOOR INC COM 928377100 5,421 126,600 SH   DFND 0 0 126,600 0
ZILLOW GROUP INC CL A 98954M101 5,597 55,800 SH   DFND 0 0 55,800 0
ALIBABA GROUP HLDG LTD CALL 01609W102 12,486 150,000 SH Call DFND 0 0 150,000 0
ALIBABA GROUP HLDG LTD PUT 01609W102 12,486 150,000 SH Put DFND 0 0 150,000 0
GENERAL MLS INC CALL 370334104 2,762 48,800 SH Call DFND 0 0 48,800 0
KELLOGG CO CALL 487836108 5,276 80,000 SH Call DFND 0 0 80,000 0
LUMBER LIQUIDATORS HLDGS INC CALL 55003T107 6,156 200,000 SH Call DFND 0 0 200,000 0
NEWMONT MINING CORP CALL 651639106 1,411 65,000 SH Call DFND 0 0 65,000 0
SALIX PHARMACEUTICALS INC CALL 795435106 864 5,000 SH Call DFND 0 0 5,000 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,827 83,310 SH   DFND 0 0 83,310 0
ARADIGM CORP COM NO PAR NEW 038505400 2,032 321,485 SH   DFND 0 0 321,485 0
AVINGER INC COM 053734109 3,236 291,750 SH   DFND 0 0 291,750 0
CELGENE CORP PUT 151020104 115,303 1,000,200 SH Put DFND 0 0 1,000,200 0
CLOVIS ONCOLOGY INC PUT 189464100 7,423 100,000 SH Put DFND 0 0 100,000 0
PFIZER INC CALL 717081103 173,950 5,000,000 SH Call DFND 0 0 5,000,000 0
CELLECTIS S A SPONSORED ADS 15117K103 2,248 65,000 SH   DFND 0 0 65,000 0
SUMMIT THERAPEUTICS PLC SPONS ADS 86627R102 10,448 843,300 SH   DFND 0 0 843,300 0
TYSON FOODS INC PUT 902494103 19,916 520,000 SH Put DFND 0 0 520,000 0
UNITED STATES OIL FUND LP CALL 91232N108 19,366 1,150,000 SH Call DFND 0 0 1,150,000 0
UNITED STATES OIL FUND LP PUT 91232N108 16,840 1,000,000 SH Put DFND 0 0 1,000,000 0
SUMMIT MATLS INC CL A 86614U100 579 26,133 SH   DFND 0 0 26,133 0
CURRENCYSHARES EURO TR PUT 23130C108 211,420 2,000,000 SH Put DFND 0 0 2,000,000 0
JDS UNIPHASE CORP CALL 46612J507 13,120 1,000,000 SH Call DFND 0 0 1,000,000 0
HELMERICH & PAYNE INC PUT 423452101 6,807 100,000 SH Put DFND 0 0 100,000 0
MARATHON OIL CORP CALL 565849106 7,833 300,000 SH Call DFND 0 0 300,000 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 9,120 500,000 SH   DFND 0 0 500,000 0
ISHARES US HOME CONS ETF 464288752 14,115 500,000 SH   DFND 0 0 500,000 0
ARCHER DANIELS MIDLAND CO PUT 039483102 26,070 550,000 SH Put DFND 0 0 550,000 0
DEERE & CO PUT 244199105 35,076 400,000 SH Put DFND 0 0 400,000 0
DOW CHEM CO PUT 260543103 11,995 250,000 SH Put DFND 0 0 250,000 0
GOODYEAR TIRE & RUBR CO CALL 382550101 8,124 300,000 SH Call DFND 0 0 300,000 0
GRAINGER W W INC PUT 384802104 23,581 100,000 SH Put DFND 0 0 100,000 0
WEYERHAEUSER CO PUT 962166104 16,575 500,000 SH Put DFND 0 0 500,000 0
ROCKWELL AUTOMATION INC CALL 773903109 4,640 40,000 SH Call DFND 0 0 40,000 0
CATERPILLAR INC DEL CALL 149123101 2,001 25,000 SH Call DFND 0 0 25,000 0
HESS CORP CALL 42809H107 3,394 50,000 SH Call DFND 0 0 50,000 0
ISHARES IBOXX HI YD ETF 464288513 2,718 30,000 SH   DFND 0 0 30,000 0
ISHARES TR CALL 464287192 15,662 100,000 SH Call DFND 0 0 100,000 0
ISHARES TR CALL 464287184 22,200 500,000 SH Call DFND 0 0 500,000 0