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 |
| ALCOA INC | COM | 013817101 | 141 | 17,354 | SH | DFND | 1 | 17,354 | 0 | 0 | |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 3,653 | 107,000 | SH | DFND | 1 | 107,000 | 0 | 0 | |
| CLIFFS NAT RES INC | COM | 18683K101 | 4,756 | 232,000 | SH | DFND | 1 | 232,000 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 7,256 | 161,200 | SH | DFND | 1 | 161,200 | 0 | 0 | |
| E HOUSE CHINA HLDGS LTD | ADR | 26852W103 | 4,007 | 437,000 | SH | DFND | 1 | 437,000 | 0 | 0 | |
| HORNBECK OFFSHORE SVCS INC N | COM | 440543106 | 7,237 | 126,000 | SH | DFND | 1 | 126,000 | 0 | 0 | |
| INTREPID POTASH INC | COM | 46121Y102 | 2,890 | 184,285 | SH | DFND | 1 | 184,285 | 0 | 0 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 5,309 | 72,500 | SH | DFND | 1 | 72,500 | 0 | 0 | |
| MARKET VECTORS ETF TR | INDONESIA ETF | 57060U753 | 574 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| MONSANTO CO NEW | COM | 61166W101 | 8,454 | 81,000 | SH | DFND | 1 | 81,000 | 0 | 0 | |
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 5,107 | 140,000 | SH | DFND | 1 | 140,000 | 0 | 0 | |
| PITNEY BOWES INC | COM | 724479100 | 2,910 | 160,000 | SH | DFND | 1 | 160,000 | 0 | 0 | |
| RITCHIE BROS AUCTIONEERS | COM | 767744105 | 1,413 | 70,000 | SH | DFND | 1 | 70,000 | 0 | 0 | |
| ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 6,426 | 175,000 | SH | DFND | 1 | 175,000 | 0 | 0 | |
| SCHLUMBERGER LTD | COM | 806857108 | 5,920 | 67,000 | SH | DFND | 1 | 67,000 | 0 | 0 | |
| SIRIUS XM RADIO INC | COM | 82967N108 | 5,115 | 1,320,000 | SH | DFND | 1 | 1,320,000 | 0 | 0 | |
| SPRINT CORP | COM SER 1 | 85207U105 | 5,255 | 845,000 | SH | DFND | 1 | 845,000 | 0 | 0 | |
| SUSSER HLDGS CORP | COM | 869233106 | 7,340 | 138,107 | SH | DFND | 1 | 138,107 | 0 | 0 | |
| TAMINCO CORP | COM | 87509U106 | 1,287 | 63,389 | SH | DFND | 1 | 63,389 | 0 | 0 | |
| TRIMBLE NAVIGATION LTD | COM | 896239100 | 917 | 30,879 | SH | DFND | 1 | 30,879 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 2,332 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| WESCO AIRCRAFT HLDGS INC | COM | 950814103 | 3,045 | 145,500 | SH | DFND | 1 | 145,500 | 0 | 0 | |
| WESTLAKE CHEM CORP | COM | 960413102 | 6,112 | 58,400 | SH | DFND | 1 | 58,400 | 0 | 0 | |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 475 | 31,000 | SH | DFND | 1 | 31,000 | 0 | 0 | |
| YY INC | ADS REPCOM CLA | 98426T106 | 4,584 | 98,000 | SH | DFND | 1 | 98,000 | 0 | 0 | |