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
ADVANCE AUTO PARTS INC COM 00751Y106 25,135 304,000 SH   DFND 1, 2 304,000 0 0
ALLSTATE CORP COM 020002101 102,315 2,024,035 SH   DFND 1, 2 2,024,035 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 1,034 45,000 SH   DFND 1, 2 45,000 0 0
AMAZON COM INC COM 023135106 401,832 1,285,287 SH   DFND 1, 2 1,285,287 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 12,241 875,000 SH   DFND 1, 2 875,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 20,188 1,250,000 SH   DFND 1, 2 1,250,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 75,863 1,560,000 SH   DFND 1, 2 1,560,000 0 0
AMGEN INC COM 031162100 125,781 1,123,800 SH   DFND 1, 2 1,123,800 0 0
ANADARKO PETE CORP COM 032511107 173,985 1,871,007 SH   DFND 1, 2 1,871,007 0 0
APPLE INC COM 37833100 157,328 330,000 SH Call DFND 1, 2 330,000 0 0
APPLE INC COM 37833100 448,400 940,535 SH   DFND 1, 2 940,535 0 0
ARCELORMITTAL SA LUXEMBOURG MAND CV NT 16 L0302D178 76,878 3,577,400 PRN   DFND 1, 2 3,577,400 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 10,442 190,000 SH   DFND 1, 2 190,000 0 0
AVIS BUDGET GROUP COM 053774105 24,848 861,873 SH   DFND 1, 2 861,873 0 0
BAIDU INC SPON ADR REP A 056752108 29,764 191,800 SH   DFND 1, 2 191,800 0 0
BERRY PLASTICS GROUP INC COM 08579W103 19,970 1,000,000 SH   DFND 1, 2 1,000,000 0 0
BLOOMIN BRANDS INC COM 094235108 10,034 425,000 SH   DFND 1, 2 425,000 0 0
BOEING CO COM 097023105 57,364 488,200 SH   DFND 1, 2 488,200 0 0
BROADCOM CORP CL A 111320107 37,209 1,430,000 SH   DFND 1, 2 1,430,000 0 0
BUFFALO WILD WINGS INC COM 119848109 16,154 145,300 SH   DFND 1, 2 145,300 0 0
CAMELOT INFORMATION SYS INC ADS RP ORD SHS 13322V105 2,569 1,352,259 SH   DFND 1, 2 1,352,259 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 89,067 7,966,595 SH   DFND 1, 2 7,966,595 0 0
CEMEX SAB DE CV NOTE 3.750% 3/1 151290889 65,014 50,000,000 PRN   DFND 1, 2 50,000,000 0 0
CENTRAL EUROPEAN MEDIA NOTE 5.000%11/1 153443AH9 12,016 12,500,000 PRN   DFND 1, 2 12,500,000 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 4,696 894,558 SH   DFND 1, 2 894,558 0 0
CHICOS FAS INC COM 168615102 10,113 607,000 SH   DFND 1, 2 607,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 4,684 400,000 SH   DFND 1, 2 400,000 0 0
CISCO SYS INC COM 17275R102 72,050 3,075,000 SH   DFND 1, 2 3,075,000 0 0
COBALT INTL ENERGY INC COM 19075F106 26,464 1,064,506 SH   DFND 1, 2 1,064,506 0 0
COBALT INTL ENERGY INC NOTE 2.625%12/0 19075FAA4 10,575 10,000,000 PRN   DFND 1, 2 10,000,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 124,001 1,510,000 SH   DFND 1, 2 1,510,000 0 0
COMCAST CORP NEW CL A 20030N101 42,273 937,000 SH   DFND 1, 2 937,000 0 0
COMERICA INC COM 200340107 65,451 1,665,000 SH   DFND 1, 2 1,665,000 0 0
CONCHO RES INC COM 20605P101 60,531 556,301 SH   DFND 1, 2 556,301 0 0
CORELOGIC INC COM 21871D103 4,058 150,000 SH   DFND 1, 2 150,000 0 0
CREDICORP LTD COM G2519Y108 10,341 80,500 SH   DFND 1, 2 80,500 0 0
DENDREON CORP COM 24823Q107 7,998 2,729,800 SH   DFND 1, 2 2,729,800 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,396 150,000 SH   DFND 1, 2 150,000 0 0
DISCOVER FINL SVCS COM 254709108 110,784 2,192,000 SH   DFND 1, 2 2,192,000 0 0
DISNEY WALT CO COM DISNEY 254687106 175,462 2,720,761 SH   DFND 1, 2 2,720,761 0 0
DUNKIN BRANDS GROUP INC COM 265504100 27,210 601,203 SH   DFND 1, 2 601,203 0 0
DURATA THERAPEUTICS INC COM 26658A107 10,745 1,188,571 SH   DFND 1, 2 1,188,571 0 0
EBAY INC COM 278642103 272,432 4,882,732 SH   DFND 1, 2 4,882,732 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 2,922 90,000 SH   DFND 1, 2 90,000 0 0
EMCOR GROUP INC COM 29084Q100 9,599 245,300 SH   DFND 1, 2 245,300 0 0
EOG RES INC COM 26875P101 92,816 548,300 SH   DFND 1, 2 548,300 0 0
EVERTEC INC COM 30040P103 24,962 1,123,896 SH   DFND 1, 2 1,123,896 0 0
FACEBOOK INC CL A 30303M102 299,948 5,971,500 SH   DFND 1, 2 5,971,500 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 52,326 475,000 SH   DFND 1, 2 475,000 0 0
FOOT LOCKER INC COM 344849104 148,962 4,388,981 SH   DFND 1, 2 4,388,981 0 0
GOOGLE INC CL A 38259P508 362,608 413,979 SH   DFND 1, 2 413,979 0 0
GRANA Y MONTERO S A A SPONSORED ADR 38500P208 121,589 6,091,644 SH   DFND 1, 2 6,091,644 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 6,910 500,000 SH   DFND 1, 2 500,000 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 145,007 5,188,080 SH   DFND 1, 2 5,188,080 0 0
HCA HOLDINGS INC COM 40412C101 135,941 3,179,900 SH   DFND 1, 2 3,179,900 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 51,167 2,309,000 SH   DFND 1, 2 2,309,000 0 0
HYPERDYNAMICS CORP COM NEW 448954206 497 112,498 SH   DFND 1, 2 112,498 0 0
IMPERIAL HLDGS INC COM 452834104 11,078 1,750,000 SH   DFND 1, 2 1,750,000 0 0
INGERSOLL-RAND PLC SHS G47791101 119,485 1,839,926 SH   DFND 1, 2 1,839,926 0 0
INTERMUNE INC NOTE 2.500%12/1 45884XAF0 2,852 2,000,000 PRN   DFND 1, 2 2,000,000 0 0
ISHARES CHINA LG-CAP ETF 464287184 259,560 7,000,000 SH   DFND 1, 2 7,000,000 0 0
ISHARES JP MOR EM MK ETF 464288281 2,025 18,571 SH   DFND 1, 2 18,571 0 0
ISHARES MSCI BRZ CAP ETF 464286400 330,914 6,907,000 SH   DFND 1, 2 6,907,000 0 0
ISHARES MSCI MEX CAP ETF 464286822 20,764 325,000 SH   DFND 1, 2 325,000 0 0
JANUS CAP GROUP INC NOTE 3.250% 7/1 47102XAG0 508 500,000 SH   DFND 1, 2 500,000 0 0
JPMORGAN CHASE & CO COM 46625H100 140,305 2,714,352 SH   DFND 1, 2 2,714,352 0 0
LAS VEGAS SANDS CORP COM 517834107 572,336 8,616,928 SH   DFND 1, 2 8,616,928 0 0
LIBERTY GLOBAL PLC SHS CL A 530555101 18,254 230,042 SH   DFND 1, 2 230,042 0 0
LIBERTY GLOBAL PLC SHS CL C 530555309 36,335 481,700 SH   DFND 1, 2 481,700 0 0
LOWES COS INC COM 548661107 19,972 419,500 SH   DFND 1, 2 419,500 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 40,082 1,602,000 SH   DFND 1, 2 1,602,000 0 0
MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 6,661 163,500 SH   DFND 1, 2 163,500 0 0
MELCO CROWN ENTMT LTD ADR 585464100 145,021 4,556,117 SH   DFND 1, 2 4,556,117 0 0
METLIFE INC COM 59156R108 163,621 3,485,000 SH   DFND 1, 2 3,485,000 0 0
MGIC INVT CORP WIS COM 552848103 68,859 9,458,600 SH   DFND 1, 2 9,458,600 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 6,355 5,000,000 PRN   DFND 1, 2 5,000,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 79,438 1,066,000 SH   DFND 1, 2 1,066,000 0 0
MICRON TECHNOLOGY INC COM 595112103 400,791 22,943,000 SH   DFND 1, 2 22,943,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 27,737 1,927,513 SH   DFND 1, 2 1,927,513 0 0
MONDELEZ INTL INC CL A 609207105 60,198 1,915,865 SH   DFND 1, 2 1,915,865 0 0
NATIONAL BK HLDGS CORP CL A 633707104 19,513 950,000 SH   DFND 1, 2 950,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 151,951 4,165,335 SH   DFND 1, 2 4,165,335 0 0
NEWS CORP NEW CL A 65249B109 2,296 142,991 SH   DFND 1, 2 142,991 0 0
NIKE INC CL B 654106103 346,560 4,770,929 SH   DFND 1, 2 4,770,929 0 0
NOBLE ENERGY INC COM 655044105 15,104 225,400 SH   DFND 1, 2 225,400 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 13,697 444,000 SH   DFND 1, 2 444,000 0 0
ORACLE CORP COM 68389X105 111,018 3,346,940 SH   DFND 1, 2 3,346,940 0 0
PANERA BREAD CO CL A 69840W108 18,754 118,300 SH   DFND 1, 2 118,300 0 0
PDC ENERGY INC COM 69327R101 4,620 77,600 SH   DFND 1, 2 77,600 0 0
PENNEY J C INC COM 708160106 22,013 2,500,000 SH   DFND 1, 2 2,500,000 0 0
PIONEER NAT RES CO COM 723787107 21,806 115,500 SH   DFND 1, 2 115,500 0 0
POLARIS INDS INC COM 731068102 77,542 600,260 SH   DFND 1, 2 600,260 0 0
PRICELINE COM INC COM NEW 741503403 360,206 356,304 SH   DFND 1, 2 356,304 0 0
PRUDENTIAL FINL INC COM 744320102 278,897 3,576,523 SH   DFND 1, 2 3,576,523 0 0
RADIAN GROUP INC COM 750236101 49,695 3,567,500 SH   DFND 1, 2 3,567,500 0 0
RDA MICROELECTRONICS INC SPONSORED ADR 749394102 2,294 150,000 SH   DFND 1, 2 150,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 48,933 1,278,300 SH   DFND 1, 2 1,278,300 0 0
SALIX PHARMACEUTICALS INC NOTE 1.500% 3/1 795435AE6 18,405 15,000,000 PRN   DFND 1, 2 15,000,000 0 0
SANDISK CORP COM 80004C101 464,794 7,810,345 SH   DFND 1, 2 7,810,345 0 0
SCHLUMBERGER LTD COM 806857108 17,672 200,000 SH   DFND 1, 2 200,000 0 0
SINA CORP ORD G81477104 19,887 245,000 SH   DFND 1, 2 245,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 40,604 875,000 SH   DFND 1, 2 875,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 92,810 2,000,000 SH Call DFND 1, 2 2,000,000 0 0
STATE STR CORP COM 857477103 191,661 2,915,000 SH   DFND 1, 2 2,915,000 0 0
TESORO CORP COM 881609101 19,401 441,129 SH   DFND 1, 2 441,129 0 0
TIME WARNER CABLE INC COM 88732J207 131,286 1,176,400 SH   DFND 1, 2 1,176,400 0 0
TIME WARNER INC COM NEW 887317303 16,776 254,922 SH   DFND 1, 2 254,922 0 0
T-MOBILE US INC COM 872590104 155,504 5,987,846 SH   DFND 1, 2 5,987,846 0 0
TUMI HLDGS INC COM 89969Q104 8,161 405,000 SH   DFND 1, 2 405,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 19,167 571,966 SH   DFND 1, 2 571,966 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 222,091 6,933,856 SH   DFND 1, 2 6,933,856 0 0
URBAN OUTFITTERS INC COM 917047102 24,084 655,000 SH   DFND 1, 2 655,000 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 346,766 8,640,000 SH   DFND 1, 2 8,640,000 0 0
VIACOM INC NEW CL B 92553P201 39,887 477,231 SH   DFND 1, 2 477,231 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 133,441 11,356,650 SH   DFND 1, 2 11,356,650 0 0
VISA INC COM CL A 92826C839 414,608 2,169,588 SH   DFND 1, 2 2,169,588 0 0
WALTER INVT MGMT CORP COM 93317W102 25,934 655,900 SH   DFND 1, 2 655,900 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 36,002 2,350,000 SH   DFND 1, 2 2,350,000 0 0
WYNN RESORTS LTD COM 983134107 199,014 1,259,500 SH   DFND 1, 2 1,259,500 0 0
XUEDA ED GROUP SPONSORED ADR 98418W109 1,141 270,380 SH   DFND 1, 2 270,380 0 0
YANDEX N V SHS CLASS A N97284108 85,394 2,344,692 SH   DFND 1, 2 2,344,692 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 25,044 914,000 SH   DFND 1, 2 914,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 2,839 141,046 SH   DFND 1, 2 141,046 0 0
YUM BRANDS INC COM 988498101 39,050 547,000 SH   DFND 1, 2 547,000 0 0