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
ADOBE SYS INC COM 00724F101 4,221 45,000 SH Put DFND 1 45,000 0 0
AEP INDS INC COM 001031103 54,427 824,658 SH   DFND 1 824,658 0 0
APPLE INC COM 37833100 1,210 11,100 SH   DFND 1 11,100 0 0
AT&T INC COM 00206R102 3,917 100,000 SH Put DFND 1 100,000 0 0
AUTOZONE INC COM 53332102 7,967 10,000 SH Put DFND 1 10,000 0 0
AVIS BUDGET GROUP COM 53774105 3,625 132,500 SH   DFND 1 132,500 0 0
BERRY PLASTICS GROUP INC COM 08579W103 1,403 38,800 SH   DFND 1 38,800 0 0
BHP BILLITON LTD SPONSORED ADR 88606108 160,580 6,200,000 SH Put DFND 1 6,200,000 0 0
CATERPILLAR INC DEL COM 149123101 188,288 2,460,000 SH Put DFND 1 2,460,000 0 0
CBS CORP NEW CL B 124857202 2,204 40,000 SH   DFND 1 40,000 0 0
CBS CORP NEW CL B 124857202 964 17,500 SH   SOLE   17,500 0 0
CREDIT SUISSE NASSAU BRH INVRS VIX STERM 22542D795 258 10,000 SH   SOLE   10,000 0 0
DANA HOLDING CORP COM 235825205 1,409 100,000 SH   DFND 1 100,000 0 0
DEERE & CO COM 244199105 7,699 100,000 SH Put DFND 1 100,000 0 0
DICKS SPORTING GOODS INC COM 253393102 940 20,100 SH   DFND 1 20,100 0 0
EXAMWORKS GROUP INC COM 30066A105 1,921 65,000 SH   DFND 1 65,000 0 0
GENERAL ELECTRIC CO COM 369604103 3,179 100,000 SH   DFND 1 100,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,511 195,444 SH   DFND 1 195,444 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 4,404 300,000 SH Call DFND 1 300,000 0 0
KENNAMETAL INC COM 489170100 2,474 110,000 SH   DFND 1 110,000 0 0
MACYS INC COM 55616P104 1,984 45,000 SH   DFND 1 45,000 0 0
MANITOWOC FOODSERVICE INC COM 563568104 1,673 113,498 SH   DFND 1 113,498 0 0
MANITOWOC INC COM 563571108 491 113,498 SH   DFND 1 113,498 0 0
MICRON TECHNOLOGY INC COM 595112103 1,047 100,000 SH   DFND 1 100,000 0 0
MICRON TECHNOLOGY INC COM 595112103 105 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104 1,823 33,000 SH   SOLE   33,000 0 0
MOODYS CORP COM 615369105 1,931 20,000 SH Put DFND 1 20,000 0 0
NETFLIX INC COM 64110L106 6,134 60,000 SH Put DFND 1 60,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 3,069 55,500 SH Put DFND 1 55,500 0 0
ROSS STORES INC COM 778296103 3,410 58,900 SH Put DFND 1 58,900 0 0
SHERWIN WILLIAMS CO COM 824348106 4,612 16,200 SH Put DFND 1 16,200 0 0
TENNECO INC COM 880349105 2,060 40,000 SH   DFND 1 40,000 0 0
TESLA MTRS INC COM 88160R101 9,191 40,000 SH Put DFND 1 40,000 0 0
TJX COS INC NEW COM 872540109 17,237 220,000 SH Put DFND 1 220,000 0 0
TYSON FOODS INC CL A 902494103 1,533 23,000 SH   SOLE   23,000 0 0
UNDER ARMOUR INC CL A 904311107 6,786 80,000 SH Put DFND 1 80,000 0 0
UNITED RENTALS INC COM 911363109 933 15,000 SH   DFND 1 15,000 0 0
V F CORP COM 918204108 6,476 100,000 SH Put DFND 1 100,000 0 0
VIACOM INC NEW CL B 92553P201 2,064 50,000 SH   DFND 1 50,000 0 0
WORKDAY INC CL A 98138H101 4,226 55,000 SH Put DFND 1 55,000 0 0