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
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 1,858 78,074 SH   DFND 1 78,074 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 3,069 128,908 SH   DFND 2 128,908 0 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 941 39,543 SH   SOLE   39,543 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,949 74,333 SH   DFND 1 74,333 0 0
CHENIERE ENERGY INC COM NEW 16411R208 9,824 122,748 SH   DFND 2 122,748 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,012 37,641 SH   SOLE   37,641 0 0
CIMAREX ENERGY CO COM 171798101 2,851 22,536 SH   DFND 1 22,536 0 0
CIMAREX ENERGY CO COM 171798101 4,709 37,214 SH   DFND 2 37,214 0 0
CIMAREX ENERGY CO COM 171798101 1,444 11,412 SH   SOLE   11,412 0 0
CIVEO CORP COM 178787107 4,292 369,668 SH   DFND 1 369,668 0 0
CIVEO CORP COM 178787107 7,087 610,434 SH   DFND 2 610,434 0 0
CIVEO CORP COM 178787107 2,173 187,198 SH   SOLE   187,198 0 0
CLIFFS NAT RES INC COM 18683K101 5,753 554,200 SH Put DFND 1 554,200 0 0
CLIFFS NAT RES INC COM 18683K101 9,499 915,100 SH Put DFND 2 915,100 0 0
CLIFFS NAT RES INC COM 18683K101 2,914 280,700 SH Put SOLE   280,700 0 0
COMCAST CORP NEW CL A 20030N101 10,517 195,557 SH   DFND 1 195,557 0 0
COMCAST CORP NEW CL A 20030N101 17,365 322,882 SH   DFND 2 322,882 0 0
COMCAST CORP NEW CL A 20030N101 5,327 99,044 SH   SOLE   99,044 0 0
CONCHO RES INC COM 20605P101 6,045 48,209 SH   DFND 1 48,209 0 0
CONCHO RES INC COM 20605P101 9,980 79,593 SH   DFND 2 79,593 0 0
CONCHO RES INC COM 20605P101 3,062 24,417 SH   SOLE   24,417 0 0
CUSTOMERS BANCORP INC COM 23204G100 2,164 120,467 SH   DFND 1 120,467 0 0
CUSTOMERS BANCORP INC COM 23204G100 3,573 198,933 SH   DFND 2 198,933 0 0
CUSTOMERS BANCORP INC COM 23204G100 1,096 61,002 SH   SOLE   61,002 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 7,769 816,052 SH   DFND 1 816,052 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 12,829 1,347,580 SH   DFND 2 1,347,580 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 3,934 413,234 SH   SOLE   413,234 0 0
EXPEDIA INC DEL COM NEW 30212P303 9,428 107,600 SH   DFND 1 107,600 0 0
EXPEDIA INC DEL COM NEW 30212P303 15,569 177,684 SH   DFND 2 177,684 0 0
EXPEDIA INC DEL COM NEW 30212P303 4,774 54,487 SH   SOLE   54,487 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 13,016 469,211 SH   DFND 1 469,211 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 21,494 774,826 SH   DFND 2 774,826 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 6,591 237,600 SH   SOLE   237,600 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,523 52,933 SH   DFND 1 52,933 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 12,423 87,410 SH   DFND 2 87,410 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,810 26,805 SH   SOLE   26,805 0 0
GOOGLE INC CL C 38259P706 10,347 17,921 SH   DFND 1 17,921 0 0
GOOGLE INC CL C 38259P706 17,083 29,588 SH   DFND 2 29,588 0 0
GOOGLE INC CL C 38259P706 5,240 9,076 SH   SOLE   9,076 0 0
HCA HOLDINGS INC COM 40412C101 9,664 137,042 SH   DFND 1 137,042 0 0
HCA HOLDINGS INC COM 40412C101 15,959 226,303 SH   DFND 2 226,303 0 0
HCA HOLDINGS INC COM 40412C101 4,894 69,395 SH   SOLE   69,395 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 7,822 308,056 SH   DFND 1 308,056 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 12,916 508,705 SH   DFND 2 508,705 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 3,961 155,994 SH   SOLE   155,994 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 6,571 169,439 SH   DFND 1 169,439 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 10,848 279,738 SH   DFND 2 279,738 0 0
INSYS THERAPEUTICS INC NEW COM NEW 45824V209 3,328 85,823 SH   SOLE   85,823 0 0
INVENSENSE INC COM 46123D205 2,124 107,635 SH   DFND 1 107,635 0 0
INVENSENSE INC COM 46123D205 3,506 177,715 SH   DFND 2 177,715 0 0
INVENSENSE INC COM 46123D205 1,076 54,515 SH   SOLE   54,515 0 0
MASONITE INTL CORP NEW COM 575385109 7,907 142,785 SH   DFND 1 142,785 0 0
MASONITE INTL CORP NEW COM 575385109 13,056 235,756 SH   DFND 2 235,756 0 0
MASONITE INTL CORP NEW COM 575385109 4,005 72,314 SH   SOLE   72,314 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 14,045 518,087 SH   DFND 1 518,087 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 23,190 855,408 SH   DFND 2 855,408 0 0
MEMORIAL RESOURCE DEV CORP COM 58605Q109 7,114 262,398 SH   SOLE   262,398 0 0
MYRIAD GENETICS INC COM 62855J104 3,200 82,976 SH   DFND 1 82,976 0 0
MYRIAD GENETICS INC COM 62855J104 5,284 137,000 SH   DFND 2 137,000 0 0
MYRIAD GENETICS INC COM 62855J104 1,621 42,024 SH   SOLE   42,024 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 4,747 257,707 SH   DFND 1 257,707 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 7,839 425,561 SH   DFND 2 425,561 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 2,404 130,498 SH   SOLE   130,498 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 16,520 934,900 SH Call DFND 1 934,900 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 27,275 1,543,600 SH Call DFND 2 1,543,600 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 8,367 473,500 SH Call SOLE   473,500 0 0
PHILLIPS 66 COM 718546104 10,843 133,348 SH   DFND 1 133,348 0 0
PHILLIPS 66 COM 718546104 17,905 220,202 SH   DFND 2 220,202 0 0
PHILLIPS 66 COM 718546104 5,490 67,525 SH   SOLE   67,525 0 0
PRICELINE GRP INC COM NEW 741503403 8,182 7,062 SH   DFND 1 7,062 0 0
PRICELINE GRP INC COM NEW 741503403 13,511 11,662 SH   DFND 2 11,662 0 0
PRICELINE GRP INC COM NEW 741503403 4,143 3,576 SH   SOLE   3,576 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 10,810 160,214 SH   DFND 1 160,214 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 17,850 264,568 SH   DFND 2 264,568 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 5,474 81,130 SH   SOLE   81,130 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 2,979 32,902 SH   DFND 1 32,902 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 4,918 54,320 SH   DFND 2 54,320 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,509 16,665 SH   SOLE   16,665 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 9,128 157,403 SH   DFND 1 157,403 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 15,073 259,926 SH   DFND 2 259,926 0 0
TEAM HEALTH HOLDINGS INC COM 87817A107 4,622 79,706 SH   SOLE   79,706 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 972 59,080 SH   DFND 1 59,080 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 1,742 105,820 SH   DFND 2 105,820 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 578 35,100 SH   SOLE   35,100 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 9,137 274,314 SH   DFND 1 274,314 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 15,089 452,986 SH   DFND 2 452,986 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 4,627 138,908 SH   SOLE   138,908 0 0
TWITTER INC COM 90184L102 3,281 63,613 SH   DFND 1 63,613 0 0
TWITTER INC COM 90184L102 5,417 105,030 SH   DFND 2 105,030 0 0
TWITTER INC COM 90184L102 1,662 32,218 SH   SOLE   32,218 0 0
VOYA FINL INC COM 929089100 11,356 290,433 SH   DFND 1 290,433 0 0
VOYA FINL INC COM 929089100 18,750 479,543 SH   DFND 2 479,543 0 0
VOYA FINL INC COM 929089100 5,751 147,092 SH   SOLE   147,092 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 10,945 134,688 SH   DFND 1 134,688 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 18,074 222,416 SH   DFND 2 222,416 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 5,542 68,204 SH   SOLE   68,204 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 3,727 164,684 SH   DFND 1 164,684 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 6,153 271,908 SH   DFND 2 271,908 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 1,888 83,408 SH   SOLE   83,408 0 0