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 |
| AMERICAN AIRLS GROUP INC | COM | 02376R102 | 264 | 5,000 | SH | DFND | 1 | 5,000 | 0 | 0 | |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 2,611 | 188,140 | SH | DFND | 1 | 188,140 | 0 | 0 | |
| AXIALL CORP | COM | 05463D100 | 939 | 20,000 | SH | DFND | 1 | 20,000 | 0 | 0 | |
| BEAZER HOMES USA INC | COM NEW | 07556Q881 | 3,910 | 220,655 | SH | DFND | 1 | 220,655 | 0 | 0 | |
| CALIX INC | COM | 13100M509 | 1,175 | 140,089 | SH | DFND | 1 | 140,089 | 0 | 0 | |
| CASELLA WASTE SYS INC | CL A | 147448104 | 481 | 87,500 | SH | DFND | 1 | 87,500 | 0 | 0 | |
| CELADON GROUP INC | COM | 150838100 | 4,424 | 162,533 | SH | DFND | 1 | 162,533 | 0 | 0 | |
| CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 1,341 | 141,645 | SH | DFND | 1 | 141,645 | 0 | 0 | |
| CENTURY CMNTYS INC | COM | 156504300 | 9,585 | 495,874 | SH | DFND | 1 | 495,874 | 0 | 0 | |
| CIENA CORP | COM NEW | 171779309 | 2,221 | 115,000 | SH | DFND | 1 | 115,000 | 0 | 0 | |
| CIENA CORP | COM NEW | 171779309 | 966 | 50,000 | SH | Call | DFND | 1 | 50,000 | 0 | 0 |
| COPART INC | COM | 217204106 | 2,268 | 60,364 | SH | DFND | 1 | 60,364 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 1,253 | 15,000 | SH | DFND | 1 | 15,000 | 0 | 0 | |
| EATON CORP PLC | SHS | G29183103 | 679 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
| FLY LEASING LTD | SPONSORED ADR | 34407D109 | 946 | 65,000 | SH | DFND | 1 | 65,000 | 0 | 0 | |
| HUNT J B TRANS SVCS INC | COM | 445658107 | 427 | 5,000 | SH | DFND | 1 | 5,000 | 0 | 0 | |
| INGERSOLL-RAND PLC | SHS | G47791101 | 681 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
| ISHARES | US HOME CONS ETF | 464288752 | 3,836 | 39,341 | SH | DFND | 1 | 135,870 | 0 | 0 | |
| ISHARES TR | HDG MSCI GERMN | 46434V704 | 1,123 | 135,870 | SH | DFND | 1 | 39,341 | 0 | 0 | |
| JDS UNIPHASE CORP | COM PAR $0.001 | 46612J507 | 1,246 | 95,000 | SH | DFND | 1 | 95,000 | 0 | 0 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 878 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
| NEFF CORP | COM CL A | 640094207 | 769 | 72,939 | SH | DFND | 1 | 72,939 | 0 | 0 | |
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 5,874 | 326,353 | SH | DFND | 1 | 326,353 | 0 | 0 | |
| ORION MARINE GROUP INC | COM | 68628V308 | 1,441 | 162,612 | SH | DFND | 1 | 162,612 | 0 | 0 | |
| PENSKE AUTOMOTIVE GRP INC | COM | 70959W103 | 1,673 | 32,500 | SH | DFND | 1 | 32,500 | 0 | 0 | |
| PLY GEM HLDGS INC | COM | 72941W100 | 1,528 | 117,554 | SH | DFND | 1 | 117,554 | 0 | 0 | |
| PLY GEM HLDGS INC | COM | 72941W100 | 3,250 | 250,000 | SH | Call | DFND | 1 | 250,000 | 0 | 0 |
| QUEST RESOURCE HLDG CORP | COM | 74836W104 | 953 | 756,223 | SH | DFND | 1 | 756,223 | 0 | 0 | |
| ROADRUNNER TRNSN SVCS HLDG I | COM | 76973Q105 | 559 | 22,131 | SH | DFND | 1 | 22,131 | 0 | 0 | |
| SCORPIO TANKERS INC | SHS | Y7542C106 | 1,999 | 212,258 | SH | DFND | 1 | 212,258 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 2,170 | 90,000 | SH | DFND | 1 | 90,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P REGL BKG | 78464A698 | 2,246 | 55,000 | SH | DFND | 1 | 55,000 | 0 | 0 | |
| SWIFT TRANSN CO | CL A | 87074U101 | 4,243 | 163,079 | SH | DFND | 1 | 163,079 | 0 | 0 | |
| THOMPSON CREEK METALS CO INC | COM | 884768102 | 384 | 290,901 | SH | DFND | 1 | 290,901 | 0 | 0 | |
| TUTOR PERINI CORP | COM | 901109108 | 690 | 29,532 | SH | DFND | 1 | 29,532 | 0 | 0 | |
| TYCO INTL PLC | SHS | G91442106 | 409 | 9,500 | SH | DFND | 1 | 9,500 | 0 | 0 | |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 3,661 | 37,768 | SH | DFND | 1 | 37,768 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 1,172 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
| UNIVERSAL TRUCKLOAD SVCS INC | COM | 91388P105 | 7,584 | 301,211 | SH | DFND | 1 | 301,211 | 0 | 0 | |
| UTI WORLDWIDE INC | ORD | G87210103 | 317 | 25,800 | SH | DFND | 1 | 25,800 | 0 | 0 | |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 550 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
| WISDOMTREE TR | EUROPE HEDGED EQ | 97717X701 | 1,812 | 27,400 | SH | DFND | 1 | 27,400 | 0 | 0 | |
| YRC WORLDWIDE INC | COM PAR $.01 | 984249607 | 1,091 | 60,750 | SH | DFND | 1 | 60,750 | 0 | 0 | |
| YRC WORLDWIDE INC | COM PAR $.01 | 984249607 | 3,405 | 189,600 | SH | Call | DFND | 1 | 189,600 | 0 | 0 |