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
ABBVIE INC COM 00287Y109 11,575 280,000 SH   DFND 1,2,3 0 280,000 0
ACCURAY INC COM 004397105 11,257 1,961,073 SH   DFND 1,2,3 0 1,961,073 0
ACTAVIS INC COM 00507K103 466 3,695 SH   DFND 1,2,3 0 3,695 0
AETNA INC NEW COM 00817Y108 3,177 50,000 SH   DFND 1,2,3 0 50,000 0
AFFILIATED MANAGERS GROUP COM 008252108 1,599 9,755 SH   DFND 1,2,3 0 9,755 0
AFLAC INC COM 001055102 10,403 179,000 SH   DFND 1,2,3 0 179,000 0
ALIGN TECHNOLOGY INC COM 016255101 4,498 121,440 SH   DFND 1,2,3 0 121,440 0
ALLIANT ENERGY CORP COM 018802108 38,374 761,086 SH   DFND 1,2,3 0 761,086 0
ALLSTATE CORP COM 020002101 12,155 252,600 SH   DFND 1,2,3 0 252,600 0
AMEREN CORP COM 023608102 46,068 1,337,632 SH   DFND 1,2,3 0 1,337,632 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 870 40,000 SH   DFND 1,2,3 0 40,000 0
AMERICAN ELEC PWR INC COM 025537101 32,142 717,778 SH   DFND 1,2,3 0 717,778 0
AMERICAN FINL GROUP INC OHIO COM 025932104 8,188 167,402 SH   DFND 1,2,3 0 167,402 0
ATWOOD OCEANICS INC COM 050095108 4,104 78,840 SH   DFND 1,2,3 0 78,840 0
BAKER HUGHES INC COM 057224107 17,206 373,000 SH   DFND 1,2,3 0 373,000 0
BANCORPSOUTH INC COM 059692103 1,903 107,493 SH   DFND 1,2,3 0 107,493 0
BANK HAWAII CORP COM 062540109 2,722 54,100 SH   DFND 1,2,3 0 54,100 0
BANK NEW YORK MELLON CORP COM 064058100 5,417 193,130 SH   DFND 1,2,3 0 193,130 0
BANK OF AMERICA CORPORATION COM 060505104 7,054 548,500 SH   DFND 1,2,3 0 548,500 0
BARD C R INC COM 067383109 2,174 20,000 SH   DFND 1,2,3 0 20,000 0
BARRETT BILL CORP COM 06846N104 2,829 139,928 SH   DFND 1,2,3 0 139,928 0
BEST BUY INC COM 086516101 724 26,500 SH   DFND 1,2,3 0 26,500 0
BRE PROPERTIES INC CL A 05564E106 3,089 61,750 SH   DFND 1,2,3 0 61,750 0
BROWN & BROWN INC COM 115236101 10,126 314,077 SH   DFND 1,2,3 0 314,077 0
BRUKER CORP COM 116794108 12,729 788,178 SH   DFND 1,2,3 0 788,178 0
CABOT OIL & GAS CORP COM 127097103 46,360 652,780 SH   DFND 1,2,3 0 652,780 0
CALPINE CORP COM NEW 131347304 8,492 400,000 SH   DFND 1,2,3 0 400,000 0
CAMDEN PPTY TR SH BEN INT 133131102 1,473 21,300 SH   DFND 1,2,3 0 21,300 0
CAMERON INTERNATIONAL CORP COM 13342B105 8,882 145,226 SH   DFND 1,2,3 0 145,226 0
CAPITAL SR LIVING CORP COM 140475104 5,105 213,600 SH   DFND 1,2,3 0 213,600 0
CARDINAL HEALTH INC COM 14149Y108 12,267 259,903 SH   DFND 1,2,3 0 259,903 0
CBL & ASSOC PPTYS INC COM 124830100 1,108 51,720 SH   DFND 1,2,3 0 51,720 0
CEMEX SAB DE CV SPON ADR NEW 151290889 11,003 1,039,945 SH   DFND 1,2,3 0 1,039,945 0
CENTENE CORP DEL COM 15135B101 7,890 150,408 SH   DFND 1,2,3 0 150,408 0
CENTERPOINT ENERGY INC COM 15189T107 3,339 142,138 SH   DFND 1,2,3 0 142,138 0
CHENIERE ENERGY INC COM NEW 16411R208 27,618 994,900 SH   DFND 1,2,3 0 994,900 0
CLECO CORP NEW COM 12561W105 27,597 594,369 SH   DFND 1,2,3 0 594,369 0
CLIFFS NAT RES INC COM 18683K101 2,113 130,000 SH   DFND 1,2,3 0 130,000 0
CMS ENERGY CORP COM 125896100 27,153 999,359 SH   DFND 1,2,3 0 999,359 0
COLONIAL PPTYS TR COM SH BEN INT 195872106 3,247 134,611 SH   DFND 1,2,3 0 134,611 0
COMERICA INC COM 200340107 1,661 41,700 SH   DFND 1,2,3 0 41,700 0
CONOCOPHILLIPS COM 20825C104 12,403 205,000 SH   DFND 1,2,3 0 205,000 0
CONSOLIDATED EDISON INC COM 209115104 3,244 55,633 SH   DFND 1,2,3 0 55,633 0
CONTINENTAL RESOURCES INC COM 212015101 1,902 22,100 SH   DFND 1,2,3 0 22,100 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 1,269 49,756 SH   DFND 1,2,3 0 49,756 0
COVIDIEN PLC SHS G2554F113 4,913 78,176 SH   DFND 1,2,3 0 78,176 0
CYNOSURE INC CL A 232577205 7,552 290,700 SH   DFND 1,2,3 0 290,700 0
D R HORTON INC COM 23331A109 7,972 374,631 SH   DFND 1,2,3 0 374,631 0
DANAHER CORP DEL COM 235851102 10,228 161,579 SH   DFND 1,2,3 0 161,579 0
DCT INDUSTRIAL TRUST INC COM 233153105 914 127,800 SH   DFND 1,2,3 0 127,800 0
DDR CORP COM 23317H102 241 14,468 SH   DFND 1,2,3 0 14,468 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 1,519 70,970 SH   DFND 1,2,3 0 70,970 0
DIAMONDROCK HOSPITALITY CO COM 252784301 3,201 343,506 SH   DFND 1,2,3 0 343,506 0
DISCOVER FINL SVCS COM 254709108 4,866 102,137 SH   DFND 1,2,3 0 102,137 0
DOMINION RES INC VA NEW COM 25746U109 47,202 830,722 SH   DFND 1,2,3 0 830,722 0
DRIL-QUIP INC COM 262037104 13,794 152,776 SH   DFND 1,2,3 0 152,776 0
DUKE ENERGY CORP NEW COM NEW 26441C204 11,836 175,341 SH   DFND 1,2,3 0 175,341 0
DUNKIN BRANDS GROUP INC COM 265504100 1,340 31,300 SH   DFND 1,2,3 0 31,300 0
EDISON INTL COM 281020107 4,481 93,038 SH   DFND 1,2,3 0 93,038 0
EDUCATION RLTY TR INC COM 28140H104 889 86,900 SH   DFND 1,2,3 0 86,900 0
ENBRIDGE INC COM 29250N105 4,792 113,901 SH   DFND 1,2,3 0 113,901 0
EOG RES INC COM 26875P101 15,170 115,200 SH   DFND 1,2,3 0 115,200 0
EPR PPTYS COM SH BEN INT 26884U109 2,452 48,782 SH   DFND 1,2,3 0 48,782 0
EQT CORP COM 26884L109 65,137 820,671 SH   DFND 1,2,3 0 820,671 0
EVEREST RE GROUP LTD COM G3223R108 7,901 61,600 SH   DFND 1,2,3 0 61,600 0
EXACT SCIENCES CORP COM 30063P105 8,173 587,556 SH   DFND 1,2,3 0 587,556 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 9,878 160,000 SH   DFND 1,2,3 0 160,000 0
FAMILY DLR STORES INC COM 307000109 1,646 26,415 SH   DFND 1,2,3 0 26,415 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,066 27,702 SH   DFND 1,2,3 0 27,702 0
FLUOR CORP NEW COM 343412102 6,681 112,639 SH   DFND 1,2,3 0 112,639 0
FOREST CITY ENTERPRISES INC CL A 345550107 935 52,200 SH   DFND 1,2,3 0 52,200 0
FRESH MKT INC COM 35804H106 1,049 21,100 SH   DFND 1,2,3 0 21,100 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 621 31,241 SH   DFND 1,2,3 0 31,241 0
GREAT PLAINS ENERGY INC COM 391164100 450 19,954 SH   DFND 1,2,3 0 19,954 0
HASBRO INC COM 418056107 3,383 75,466 SH   DFND 1,2,3 0 75,466 0
HCP INC COM 40414L109 3,385 74,500 SH   DFND 1,2,3 0 74,500 0
HEALTHCARE RLTY TR COM 421946104 1,002 39,275 SH   DFND 1,2,3 0 39,275 0
HERCULES OFFSHORE INC COM 427093109 8,051 1,143,540 SH   DFND 1,2,3 0 1,143,540 0
ICON PLC SHS G4705A100 9,620 271,509 SH   DFND 1,2,3 0 271,509 0
ILLUMINA INC COM 452327109 7,816 104,436 SH   DFND 1,2,3 0 104,436 0
INTERCONTINENTAL HTLS GRP PL SPON ADR NEW 12 45857P400 261 9,500 SH   DFND 1,2,3 0 9,500 0
INVESCO LTD SHS G491BT108 871 27,400 SH   DFND 1,2,3 0 27,400 0
JACK IN THE BOX INC COM 466367109 24 600 SH   DFND 1,2,3 0 600 0
JONES LANG LASALLE INC COM 48020Q107 1,732 19,000 SH   DFND 1,2,3 0 19,000 0
KILROY RLTY CORP COM 49427F108 2,128 40,138 SH   DFND 1,2,3 0 40,138 0
KOHLS CORP COM 500255104 607 12,024 SH   DFND 1,2,3 0 12,024 0
LIBERTY PPTY TR SH BEN INT 531172104 2,411 65,220 SH   DFND 1,2,3 0 65,220 0
LINCOLN NATL CORP IND COM 534187109 13,667 374,753 SH   DFND 1,2,3 0 374,753 0
LTC PPTYS INC COM 502175102 1,054 27,000 SH   DFND 1,2,3 0 27,000 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 19,849 299,565 SH   DFND 1,2,3 0 299,565 0
M D C HLDGS INC COM 552676108 5,128 157,740 SH   DFND 1,2,3 0 157,740 0
M/I HOMES INC COM 55305B101 5,560 242,140 SH   DFND 1,2,3 0 242,140 0
MARATHON OIL CORP COM 565849106 6,916 200,000 SH   DFND 1,2,3 0 200,000 0
MARATHON PETE CORP COM 56585A102 11,362 159,900 SH   DFND 1,2,3 0 159,900 0
MARRIOTT INTL INC NEW CL A 571903202 2,349 58,193 SH   DFND 1,2,3 0 58,193 0
MCDERMOTT INTL INC COM 580037109 908 111,000 SH   DFND 1,2,3 0 111,000 0
MEDASSETS INC COM 584045108 5,068 285,682 SH   DFND 1,2,3 0 285,682 0
MERITAGE HOMES CORP COM 59001A102 279 6,436 SH   DFND 1,2,3 0 6,436 0
METHANEX CORP COM 59151K108 12,057 281,479 SH   DFND 1,2,3 0 281,479 0
METLIFE INC COM 59156R108 48,030 1,049,600 SH   DFND 1,2,3 0 1,049,600 0
MGIC INVT CORP WIS COM 552848103 2,428 400,000 SH   DFND 1,2,3 0 400,000 0
MGIC INVT CORP WIS COM 552848103 3,035 500,000 SH Call DFND 1,2,3 0 0 500,000
MORGAN STANLEY COM NEW 617446448 5,443 222,780 SH   DFND 1,2,3 0 222,780 0
NABORS INDUSTRIES LTD SHS G6359F103 4,928 321,903 SH   DFND 1,2,3 0 321,903 0
NATIONSTAR MTG HLDGS INC COM 63861C109 918 24,506 SH   DFND 1,2,3 0 24,506 0
NEW YORK CMNTY BANCORP INC COM 649445103 6,246 446,121 SH   DFND 1,2,3 0 446,121 0
NEXTERA ENERGY INC COM 65339F101 98,697 1,211,305 SH   DFND 1,2,3 0 1,211,305 0
NOBLE ENERGY INC COM 655044105 5,189 86,434 SH   DFND 1,2,3 0 86,434 0
NORTHERN TR CORP COM 665859104 2,003 34,600 SH   DFND 1,2,3 0 34,600 0
NRG ENERGY INC COM NEW 629377508 60,087 2,250,435 SH   DFND 1,2,3 0 2,250,435 0
OASIS PETE INC NEW COM 674215108 29,153 750,000 SH   DFND 1,2,3 0 750,000 0
OCCIDENTAL PETE CORP DEL COM 674599105 13,028 146,000 SH   DFND 1,2,3 0 146,000 0
OGE ENERGY CORP COM 670837103 11,572 169,678 SH   DFND 1,2,3 0 169,678 0
OMNICARE INC COM 681904108 7,623 159,785 SH   DFND 1,2,3 0 159,785 0
ON ASSIGNMENT INC COM 682159108 1,603 60,000 SH   DFND 1,2,3 0 60,000 0
PENNSYLVANIA RL ESTATE INVT SH BEN INT 709102107 290 15,360 SH   DFND 1,2,3 0 15,360 0
PHILLIPS 66 COM 718546104 26,085 442,800 SH   DFND 1,2,3 0 442,800 0
PIONEER NAT RES CO COM 723787107 35,464 245,000 SH   DFND 1,2,3 0 245,000 0
PNC FINL SVCS GROUP INC COM 693475105 1,087 14,900 SH   DFND 1,2,3 0 14,900 0
PNM RES INC COM 69349H107 17,461 786,882 SH   DFND 1,2,3 0 786,882 0
PPL CORP COM 69351T106 12,035 397,719 SH   DFND 1,2,3 0 397,719 0
PRUDENTIAL FINL INC COM 744320102 42,668 584,250 SH   DFND 1,2,3 0 584,250 0
QEP RES INC COM 74733V100 9,069 326,468 SH   DFND 1,2,3 0 326,468 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 8,487 199,416 SH   DFND 1,2,3 0 199,416 0
RADIAN GROUP INC COM 750236101 2,324 200,000 SH   DFND 1,2,3 0 200,000 0
REGENCY CTRS CORP COM 758849103 3,651 71,860 SH   DFND 1,2,3 0 71,860 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 12,020 138,500 SH   DFND 1,2,3 0 138,500 0
ROSS STORES INC COM 778296103 2,096 32,344 SH   DFND 1,2,3 0 32,344 0
ROWAN COMPANIES PLC SHS CL A G7665A101 11,887 348,900 SH   DFND 1,2,3 0 348,900 0
SABRA HEALTH CARE REIT INC COM 78573L106 2,934 112,376 SH   DFND 1,2,3 0 112,376 0
SCHLUMBERGER LTD COM 806857108 17,546 244,850 SH   DFND 1,2,3 0 244,850 0
SELECT INCOME REIT COM SH BEN INT 81618T100 672 23,954 SH   DFND 1,2,3 0 23,954 0
SEMPRA ENERGY COM 816851109 17,179 210,113 SH   DFND 1,2,3 0 210,113 0
SENIOR HSG PPTYS TR SH BEN INT 81721M109 4,405 169,893 SH   DFND 1,2,3 0 169,893 0
SHERWIN WILLIAMS CO COM 824348106 9,071 51,367 SH   DFND 1,2,3 0 51,367 0
SIMON PPTY GROUP INC NEW COM 828806109 1,434 9,078 SH   DFND 1,2,3 0 9,078 0
SIRONA DENTAL SYSTEMS INC COM 82966C103 8,157 123,822 SH   DFND 1,2,3 0 123,822 0
SM ENERGY CO COM 78454L100 300 5,000 SH   DFND 1,2,3 0 5,000 0
SPECTRA ENERGY CORP COM 847560109 50,312 1,460,000 SH   DFND 1,2,3 0 1,460,000 0
SPIRIT RLTY CAP INC COM 84860F109 5,409 305,254 SH   DFND 1,2,3 0 305,254 0
ST JUDE MED INC COM 790849103 2,996 65,662 SH   DFND 1,2,3 0 65,662 0
STARBUCKS CORP COM 855244109 82 1,249 SH   DFND 1,2,3 0 1,249 0
SUMMIT HOTEL PPTYS COM 866082100 2,729 288,776 SH   DFND 1,2,3 0 288,776 0
SUNTRUST BKS INC COM 867914103 3,116 98,700 SH   DFND 1,2,3 0 98,700 0
SYNOVUS FINL CORP COM 87161C105 426 145,731 SH   DFND 1,2,3 0 145,731 0
TCF FINL CORP COM 872275102 678 47,800 SH   DFND 1,2,3 0 47,800 0
TECK RESOURCES LTD CL B 878742204 8,227 385,000 SH   DFND 1,2,3 0 385,000 0
THORATEC CORP COM NEW 885175307 9,393 300,000 SH Call DFND 1,2,3 0 0 300,000
TIM HORTONS INC COM 88706M103 4,273 78,938 SH   DFND 1,2,3 0 78,938 0
TRANSOCEAN LTD REG SHS H8817H100 19,712 411,100 SH   DFND 1,2,3 0 411,100 0
UNITED STATES STL CORP NEW COM 912909108 5,496 313,500 SH   DFND 1,2,3 0 313,500 0
UNITED STATES STL CORP NEW COM 912909108 7,012 400,000 SH Call DFND 1,2,3 0 0 400,000
UNIVERSAL HLTH SVCS INC CL B 913903100 12,116 180,943 SH   DFND 1,2,3 0 180,943 0
US BANCORP DEL COM NEW 902973304 1,930 53,400 SH   DFND 1,2,3 0 53,400 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 17,921 496,150 SH   DFND 1,2,3 0 496,150 0
VITAMIN SHOPPE INC COM 92849E101 502 11,193 SH   DFND 1,2,3 0 11,193 0
WAL-MART STORES INC COM 931142103 737 9,900 SH   DFND 1,2,3 0 9,900 0
WEBSTER FINL CORP CONN COM 947890109 6,460 251,539 SH   DFND 1,2,3 0 251,539 0
WESTERN REFNG INC COM 959319104 4,654 165,800 SH   DFND 1,2,3 0 165,800 0
WHITING PETE CORP NEW COM 966387102 768 16,669 SH   DFND 1,2,3 0 16,669 0
WRIGHT MED GROUP INC COM 98235T107 6,553 250,000 SH Put DFND 1,2,3 0 0 250,000
WRIGHT MED GROUP INC COM 98235T107 8,299 316,653 SH   DFND 1,2,3 0 316,653 0
ZIONS BANCORPORATION COM 989701107 2,490 86,100 SH   DFND 1,2,3 0 86,100 0