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
ANTHEM INC COM 036752103 6,431 45,937 SH   DFND   45,937 0 0
APPLE INC COM 037833100 1,558 14,125 SH   DFND   14,125 0 0
BANK AMER CORP COM 060505104 4,512 289,619 SH   DFND   289,619 0 0
CHILDRENS PL INC COM 168905107 2,470 42,835 SH   DFND   42,835 0 0
CITIGROUP INC COM NEW 172967424 4,862 98,007 SH   DFND   98,007 0 0
CVS HEALTH CORP COM 126650100 3,165 32,800 SH   DFND   32,800 0 0
DISNEY WALT CO COM DISNEY 254687106 2,085 20,400 SH   DFND   20,400 0 0
DORIAN LPG LTD SHS USD Y2106R110 5,816 564,117 SH   DFND   564,117 0 0
FINISH LINE INC CL A 317923100 1,280 66,325 SH   DFND   66,325 0 0
FOOT LOCKER INC COM 344849104 2,368 32,900 SH   DFND   32,900 0 0
GAP INC DEL COM 364760108 770 27,000 SH   DFND   27,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 723 25,950 SH   DFND   25,950 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 1,175 60,400 SH   DFND   60,400 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 2,134 32,700 SH   DFND   32,700 0 0
JPMORGAN CHASE & CO COM 46625H100 6,912 113,375 SH   DFND   113,375 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 5,084 211,468 SH   DFND   211,468 0 0
MACYS INC COM 55616P104 10,028 195,400 SH   DFND   195,400 0 0
MACYS INC CALL 55616P904 5,255 102,400 SH Call DFND   102,400 0 0
MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 1,810 65,863 SH   DFND   65,863 0 0
MEDASSETS INC COM 584045108 3,931 195,950 SH   DFND   195,950 0 0
MICHAEL KORS HLDGS LTD CALL G60754901 2,433 57,600 SH Call DFND   57,600 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 8,130 192,475 SH   DFND   192,475 0 0
MICRON TECHNOLOGY INC COM 595112103 862 57,550 SH   DFND   57,550 0 0
MOLINA HEALTHCARE INC COM 60855R100 4,145 60,200 SH   DFND   60,200 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 209 59,441 SH   DFND   59,441 0 0
NAVIOS MARITIME MIDSTREAM LP COM UNIT LTD Y62134104 285 22,800 SH   DFND   22,800 0 0
NORTH ATLANTIC DRILLING LTD COM G6613P202 1,015 1,318,421 SH   DFND   1,318,421 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 2,351 47,500 SH   DFND   47,500 0 0
PERFORMANCE SPORTS GROUP LTD COM 71377G100 1,113 82,900 SH   DFND   82,900 0 0
PFIZER INC COM 717081103 1,008 32,100 SH   DFND   32,100 0 0
RENTECH NITROGEN PARTNERS L COM UNIT 760113100 2,194 185,919 SH   DFND   185,919 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 710 11,400 SH   DFND   11,400 0 0
SUNEDISON INC CALL 86732Y909 718 100,000 SH Call DFND   100,000 0 0
SUNEDISON INC COM 86732Y109 1,522 212,000 SH   DFND   212,000 0 0
TEREX CORP NEW COM 880779103 256 14,250 SH   DFND   14,250 0 0
UNITED RENTALS INC COM 911363109 3,355 55,875 SH   DFND   55,875 0 0
VERISIGN INC COM 92343E102 3,140 44,500 SH   DFND   44,500 0 0
VIACOM INC NEW CL B 92553P201 2,119 49,100 SH   DFND   49,100 0 0
WHOLE FOODS MKT INC COM 966837106 813 25,700 SH   DFND   25,700 0 0