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
ACE LTD EQ H0023R105 2,264 21,900 SH   DFND 1 0 21,900 0
ADAPTIMMUNE THERAPEUTICS PLC ADR 00653A107 934 78,047 SH   DFND 1 0 78,047 0
AERCAP HOLDINGS NV EQ N00985106 2,099 54,900 SH   DFND 1 0 54,900 0
AERCAP HOLDINGS NV OPT N00985906 382 10,000 SH   DFND 1 0 10,000 0
AERCAP HOLDINGS NV OPT N00985956 1,912 50,000 SH   DFND 1 0 50,000 0
AES CORP EQ 00130H105 455 46,500 SH   DFND 1 0 46,500 0
AFLAC INC EQ 001055102 203 3,500 SH   DFND 1 0 3,500 0
ALASKA AIR GROUP INC EQ 011659109 278 3,500 SH   DFND 1 0 3,500 0
ALLERGAN PLC EQ G0177J108 466 1,715 SH   DFND 1 0 1,715 0
ALLERGAN PLC OPT G0177J958 1,033 3,800 SH   DFND 1 0 3,800 0
ALLIANCE DATA SYSTEMS CORP EQ 018581108 6,604 25,500 SH   DFND 1 0 25,500 0
ALLY FINL INC EQ 02005N100 5,706 280,000 SH   DFND 1 0 280,000 0
AMBAC FINL GROUP INC WAR 023139116 1,868 129,106 SH   DFND 1 0 129,106 0
AMEREN CORP EQ 023608102 351 8,300 SH   DFND 1 0 8,300 0
AMERICAN CAP LTD EQ 02503Y103 3,405 280,000 SH   DFND 1 0 280,000 0
AMERICAN EXPRESS CO OPT 025816909 14,441 194,800 SH   DFND 1 0 194,800 0
AMERICAN INTL GROUP INC EQ 026874784 4,199 73,900 SH   DFND 1 0 73,900 0
AMICUS THERAPEUTICS INC EQ 03152W109 560 40,000 SH   DFND 1 0 40,000 0
ANTHEM INC EQ 036752103 756 5,400 SH   DFND 1 0 5,400 0
APPLE INC EQ 037833100 1,699 15,400 SH   DFND 1 0 15,400 0
ARAMARK EQ 03852U106 3,260 110,000 SH   DFND 1 0 110,000 0
ARCELORMITTAL SA LUXEMBOURG ADR 03938L104 130 25,200 SH   DFND 1 0 25,200 0
ARCELORMITTAL SA LUXEMBOURG CVB L0302D178 53 10,197 SH   DFND 1 0 10,197 0
ASTORIA FINL CORP EQ 046265104 6,360 395,000 SH   DFND 1 0 395,000 0
AT&T INC EQ 00206R102 1,883 57,800 SH   DFND 1 0 57,800 0
AVNET INC EQ 053807103 380 8,900 SH   DFND 1 0 8,900 0
AXALTA COATING SYS LTD EQ G0750C108 9,776 385,800 SH   DFND 1 0 385,800 0
BANK NEW YORK MELLON CORP EQ 064058100 9,596 245,100 SH   DFND 1 0 245,100 0
BANKUNITED INC EQ 06652K103 6,792 190,000 SH   DFND 1 0 190,000 0
BLACKSTONE MTG TR INC EQ 09257W100 5,488 200,000 SH   DFND 1 0 200,000 0
BLOCK H & R INC EQ 093671105 11,935 329,700 SH   DFND 1 0 329,700 0
BOEING CO EQ 097023105 6,155 47,000 SH   DFND 1 0 47,000 0
BOSTON PRIVATE FINL HLDGS IN EQ 101119105 15,239 1,302,500 SH   DFND 1 0 1,302,500 0
BP PLC ADR 055622104 853 27,900 SH   DFND 1 0 27,900 0
BRINKER INTL INC EQ 109641100 5,794 110,000 SH   DFND 1 0 110,000 0
BUNGE LIMITED EQ G16962105 645 8,800 SH   DFND 1 0 8,800 0
CAPITAL BK FINL CORP EQ 139794101 2,467 81,615 SH   DFND 1 0 81,615 0
CARNIVAL CORP EQ 143658300 413 8,300 SH   DFND 1 0 8,300 0
CATHAY GEN BANCORP EQ 149150104 4,662 155,609 SH   DFND 1 0 155,609 0
CBOE HLDGS INC EQ 12503M108 3,206 47,800 SH   DFND 1 0 47,800 0
CEMEX SAB DE CV CVB 151290BB8 10,061 1,439,411 SH   DFND 1 0 1,439,411 0
CENTENE CORP DEL EQ 15135B101 244 4,500 SH   DFND 1 0 4,500 0
CIENA CORP EQ 171779309 833 40,200 SH   DFND 1 0 40,200 0
CITIGROUP INC EQ 172967424 13,747 277,100 SH   DFND 1 0 277,100 0
CITRIX SYS INC EQ 177376100 1,524 22,000 SH   DFND 1 0 22,000 0
CME GROUP INC EQ 12572Q105 1,345 14,500 SH   DFND 1 0 14,500 0
COACH INC EQ 189754104 298 10,300 SH   DFND 1 0 10,300 0
COBALT INTL ENERGY INC CVB 19075FAB2 2,149 303,523 SH   DFND 1 0 303,523 0
COMERICA INC EQ 200340107 19,851 483,000 SH   DFND 1 0 483,000 0
COMPUTER SCIENCES CORP EQ 205363104 295 4,800 SH   DFND 1 0 4,800 0
CUMMINS INC EQ 231021106 358 3,300 SH   DFND 1 0 3,300 0
DELTA AIR LINES INC DEL EQ 247361702 2,836 63,200 SH   DFND 1 0 63,200 0
DEUTSCHE BANK AG EQ D18190898 272 10,100 SH   DFND 1 0 10,100 0
DICKS SPORTING GOODS INC EQ 253393102 303 6,100 SH   DFND 1 0 6,100 0
DISCOVER FINL SVCS EQ 254709108 17,751 341,429 SH   DFND 1 0 341,429 0
DOW CHEM CO EQ 260543103 2,684 63,300 SH   DFND 1 0 63,300 0
DOW CHEM CO OPT 260543903 14,852 350,000 SH   DFND 1 0 350,000 0
DOW CHEM CO OPT 260543953 12,730 300,000 SH   DFND 1 0 300,000 0
E TRADE FINANCIAL CORP EQ 269246401 18,657 708,600 SH   DFND 1 0 708,600 0
E TRADE FINANCIAL CORP OPT 269246901 4,608 175,000 SH   DFND 1 0 175,000 0
ENERGY TRANSFER EQUITY L P OPT 29273V900 4,482 215,000 SH   DFND 1 0 215,000 0
ENERGY TRANSFER EQUITY L P OPT 29273V950 3,439 165,000 SH   DFND 1 0 165,000 0
ENTERPRISE PRODS PARTNERS L EQ 293792107 1,245 50,000 SH   DFND 1 0 50,000 0
ENTERPRISE PRODS PARTNERS L OPT 293792907 1,868 75,000 SH   DFND 1 0 75,000 0
ENTERPRISE PRODS PARTNERS L OPT 293792957 4,980 200,000 SH   DFND 1 0 200,000 0
EVEREST RE GROUP LTD EQ G3223R108 381 2,200 SH   DFND 1 0 2,200 0
EXELON CORP EQ 30161N101 784 26,400 SH   DFND 1 0 26,400 0
EXELON CORP OPT 30161N901 365 12,300 SH   DFND 1 0 12,300 0
FACEBOOK INC OPT 30303M952 1,079 12,000 SH   DFND 1 0 12,000 0
FIDELITY NATL INFORMATION SV EQ 31620M106 453 6,750 SH   DFND 1 0 6,750 0
FIRST HORIZON NATL CORP EQ 320517105 16,307 1,150,000 SH   DFND 1 0 1,150,000 0
FIRST NIAGARA FINL GP INC EQ 33582V108 8,680 850,100 SH   DFND 1 0 850,100 0
FIRST REP BK SAN FRANCISCO C EQ 33616C100 12,272 195,500 SH   DFND 1 0 195,500 0
FIRSTENERGY CORP EQ 337932107 385 12,300 SH   DFND 1 0 12,300 0
FORD MTR CO DEL EQ 345370860 292 21,500 SH   DFND 1 0 21,500 0
FREEPORT-MCMORAN INC OPT 35671D907 3,390 350,000 SH   DFND 1 0 350,000 0
GENER8 MARITIME INC EQ Y26889108 2,464 225,000 SH   DFND 1 0 225,000 0
GENERAL DYNAMICS CORP EQ 369550108 2,787 20,200 SH   DFND 1 0 20,200 0
GENERAL MTRS CO WAR 37045V134 901 30,000 SH   DFND 1 0 30,000 0
GOGO INC EQ 38046C109 222 14,516 SH   DFND 1 0 14,516 0
GOODYEAR TIRE & RUBR CO EQ 382550101 4,816 164,200 SH   DFND 1 0 164,200 0
GOODYEAR TIRE & RUBR CO OPT 382550901 2,933 100,000 SH   DFND 1 0 100,000 0
GOOGLE INC EQ 38259P706 304 500 SH   DFND 1 0 500 0
GREAT WESTN BANCORP INC EQ 391416104 8,245 325,000 SH   DFND 1 0 325,000 0
HANCOCK HLDG CO EQ 410120109 10,279 380,000 SH   DFND 1 0 380,000 0
HARRIS CORP DEL EQ 413875105 234 3,200 SH   DFND 1 0 3,200 0
HERBALIFE LTD EQ G4412G101 6,238 114,450 SH   DFND 1 0 114,450 0
HERTZ GLOBAL HOLDINGS INC OPT 42805T905 837 50,000 SH   DFND 1 0 50,000 0
HILTON WORLDWIDE HLDGS INC EQ 43300A104 918 40,000 SH   DFND 1 0 40,000 0
HILTON WORLDWIDE HLDGS INC OPT 43300A904 11,468 500,000 SH   DFND 1 0 500,000 0
HONEYWELL INTL INC EQ 438516106 8,532 90,100 SH   DFND 1 0 90,100 0
HOULIHAN LOKEY INC EQ 441593100 4,142 190,000 SH   DFND 1 0 190,000 0
HUDSON CITY BANCORP EQ 443683107 11,239 1,105,100 SH   DFND 1 0 1,105,100 0
HUNTINGTON INGALLS INDS INC EQ 446413106 354 3,300 SH   DFND 1 0 3,300 0
ILLINOIS TOOL WKS INC EQ 452308109 6,848 83,200 SH   DFND 1 0 83,200 0
ILLUMINA INC EQ 452327109 2,470 14,050 SH   DFND 1 0 14,050 0
INGERSOLL-RAND PLC EQ G47791101 3,899 76,800 SH   DFND 1 0 76,800 0
INOVALON HLDGS INC EQ 45781D101 538 25,820 SH   DFND 1 0 25,820 0
INTEL CORP EQ 458140100 476 15,800 SH   DFND 1 0 15,800 0
INTERNATIONAL BUSINESS MACHS EQ 459200101 420 2,900 SH   DFND 1 0 2,900 0
INTL PAPER CO EQ 460146103 571 15,100 SH   DFND 1 0 15,100 0
ISHARES OPT 464286950 439 20,000 SH   DFND 1 0 20,000 0
ISHARES TR ETF 464287234 6,228 190,000 SH   DFND 1 0 190,000 0
ISHARES TR OPT 464287904 63,059 1,777,800 SH   DFND 1 0 1,777,800 0
ISHARES TR OPT 464287954 13,124 370,000 SH   DFND 1 0 370,000 0
ISHARES TR OPT 464287954 6,556 200,000 SH   DFND 1 0 200,000 0
ISHARES TR OPT 464287956 4,543 15,000 SH   DFND 1 0 15,000 0
JETBLUE AIRWAYS CORP EQ 477143101 204 7,900 SH   DFND 1 0 7,900 0
KCG HLDGS INC EQ 48244B100 9,610 876,000 SH   DFND 1 0 876,000 0
KINDER MORGAN INC DEL WAR 49456B119 2,214 80,000 SH   DFND 1 0 80,000 0
LAM RESEARCH CORP EQ 512807108 268 4,100 SH   DFND 1 0 4,100 0
LEAR CORP EQ 521865204 3,329 30,600 SH   DFND 1 0 30,600 0
LEGG MASON INC EQ 524901105 11,755 282,500 SH   DFND 1 0 282,500 0
LEGGETT & PLATT INC EQ 524660107 214 5,200 SH   DFND 1 0 5,200 0
LULULEMON ATHLETICA INC EQ 550021109 365 7,200 SH   DFND 1 0 7,200 0
LULULEMON ATHLETICA INC OPT 550021909 2,532 50,000 SH   DFND 1 0 50,000 0
LYONDELLBASELL INDUSTRIES N OPT N53745900 8,336 100,000 SH   DFND 1 0 100,000 0
MACYS INC EQ 55616P104 1,137 22,150 SH   DFND 1 0 22,150 0
MANPOWERGROUP INC EQ 56418H100 336 4,100 SH   DFND 1 0 4,100 0
MARATHON PETE CORP EQ 56585A102 2,140 46,200 SH   DFND 1 0 46,200 0
MARATHON PETE CORP OPT 56585A902 3,706 80,000 SH   DFND 1 0 80,000 0
MARATHON PETE CORP OPT 56585A952 1,853 40,000 SH   DFND 1 0 40,000 0
MARKET VECTORS ETF TR OPT 57060U900 6,862 500,000 SH   DFND 1 0 500,000 0
MATTEL INC EQ 577081102 421 20,000 SH   DFND 1 0 20,000 0
MCDONALDS CORP EQ 580135101 19,282 195,700 SH   DFND 1 0 195,700 0
MCDONALDS CORP OPT 580135901 9,853 100,000 SH   DFND 1 0 100,000 0
MCKESSON CORP EQ 58155Q103 463 2,500 SH   DFND 1 0 2,500 0
METLIFE INC EQ 59156R108 655 13,900 SH   DFND 1 0 13,900 0
MGM RESORTS INTERNATIONAL EQ 552953101 184 10,000 SH   DFND 1 0 10,000 0
MOHAWK INDS INC EQ 608190104 3,236 17,800 SH   DFND 1 0 17,800 0
MOLSON COORS BREWING CO EQ 60871R209 5,625 67,750 SH   DFND 1 0 67,750 0
MOLSON COORS BREWING CO OPT 60871R909 8,510 102,500 SH   DFND 1 0 102,500 0
MORGAN STANLEY EQ 617446448 6,965 221,100 SH   DFND 1 0 221,100 0
NAVIENT CORP EQ 63938C108 488 43,400 SH   DFND 1 0 43,400 0
NAVIGANT CONSULTING INC EQ 63935N107 636 40,000 SH   DFND 1 0 40,000 0
NAVIGATOR HOLDINGS LTD EQ Y62132108 2,536 190,000 SH   DFND 1 0 190,000 0
NCR CORP NEW OPT 62886E908 1,964 86,300 SH   DFND 1 0 86,300 0
NETAPP INC EQ 64110D104 260 8,800 SH   DFND 1 0 8,800 0
NEWS CORP NEW EQ 65249B109 369 29,200 SH   DFND 1 0 29,200 0
NORDSTROM INC EQ 655664100 8,906 124,200 SH   DFND 1 0 124,200 0
NORWEGIAN CRUISE LINE HLDGS EQ G66721104 10,417 181,800 SH   DFND 1 0 181,800 0
NUCOR CORP EQ 670346105 590 15,700 SH   DFND 1 0 15,700 0
OM ASSET MGMT PLC EQ G67506108 9,580 621,300 SH   DFND 1 0 621,300 0
ON SEMICONDUCTOR CORP CVB 682189AH8 7,610 809,524 SH   DFND 1 0 809,524 0
ONEOK INC NEW EQ 682680103 2,998 93,100 SH   DFND 1 0 93,100 0
OOMA INC EQ 683416101 1,152 165,796 SH   DFND 1 0 165,796 0
OWENS CORNING NEW EQ 690742101 1,651 39,400 SH   DFND 1 0 39,400 0
PACCAR INC EQ 693718108 2,415 46,300 SH   DFND 1 0 46,300 0
PFIZER INC EQ 717081103 349 11,100 SH   DFND 1 0 11,100 0
POWERSHARES QQQ TRUST ETF 73935A104 2,714 26,670 SH   DFND 1 0 26,670 0
POWERSHARES QQQ TRUST OPT 73935A954 9,423 92,600 SH   DFND 1 0 92,600 0
POWERSHS DB US DOLLAR INDEX ETF 73936D107 5,020 200,000 SH   DFND 1 0 200,000 0
PRICE T ROWE GROUP INC EQ 74144T108 3,628 52,200 SH   DFND 1 0 52,200 0
PRICELINE GRP INC CVB 741503AQ9 4,452 3,599 SH   DFND 1 0 3,599 0
PROSHARES TR II OPT 74347W952 2,656 47,500 SH   DFND 1 0 47,500 0
PROSPERITY BANCSHARES INC EQ 743606105 11,786 240,000 SH   DFND 1 0 240,000 0
PRUDENTIAL FINL INC EQ 744320102 716 9,400 SH   DFND 1 0 9,400 0
REGIONS FINL CORP NEW EQ 7591EP100 21,145 2,346,800 SH   DFND 1 0 2,346,800 0
REGIONS FINL CORP NEW OPT 7591EP900 541 60,000 SH   DFND 1 0 60,000 0
RENASANT CORP EQ 75970E107 5,749 175,000 SH   DFND 1 0 175,000 0
RIO TINTO PLC OPT 767204900 3,382 100,000 SH   DFND 1 0 100,000 0
SABRE CORP EQ 78573M104 484 17,800 SH   DFND 1 0 17,800 0
SANTANDER CONSUMER USA HDG I EQ 80283M101 231 11,300 SH   DFND 1 0 11,300 0
SCHWAB CHARLES CORP NEW EQ 808513105 2,685 94,000 SH   DFND 1 0 94,000 0
SEAGATE TECHNOLOGY PLC EQ G7945M107 307 6,900 SH   DFND 1 0 6,900 0
SKYWORKS SOLUTIONS INC OPT 83088M952 225 2,600 SH   DFND 1 0 2,600 0
SOUTHSIDE BANCSHARES INC EQ 84470P109 1,378 50,000 SH   DFND 1 0 50,000 0
SOUTHWEST AIRLS CO EQ 844741108 205 5,400 SH   DFND 1 0 5,400 0
SPDR S&P 500 ETF TR OPT 78462F953 141,308 737,300 SH   DFND 1 0 737,300 0
SPDR SERIES TRUST ETF 78464A755 2,090 125,000 SH   DFND 1 0 125,000 0
SPIRIT AEROSYSTEMS HLDGS INC EQ 848574109 387 8,000 SH   DFND 1 0 8,000 0
STARWOOD HOTELS&RESORTS WRLD EQ 85590A401 3,031 45,600 SH   DFND 1 0 45,600 0
SUNEDISON INC OPT 86732Y909 10,052 1,400,000 SH   DFND 1 0 1,400,000 0
SUNEDISON INC OPT 86732Y959 180 25,000 SH   DFND 1 0 25,000 0
SYNOVUS FINL CORP EQ 87161C501 30,503 1,030,500 SH   DFND 1 0 1,030,500 0
TARGET CORP EQ 87612E106 991 12,600 SH   DFND 1 0 12,600 0
TCF FINL CORP EQ 872275102 11,218 740,000 SH   DFND 1 0 740,000 0
TD AMERITRADE HLDG CORP EQ 87236Y108 12,921 405,800 SH   DFND 1 0 405,800 0
TERRAFORM PWR INC OPT 88104R900 711 50,000 SH   DFND 1 0 50,000 0
TESLA MTRS INC CVB 88160RAA9 14,961 60,230 SH   DFND 1 0 60,230 0
TESORO CORP EQ 881609101 233 2,400 SH   DFND 1 0 2,400 0
TEXAS CAPITAL BANCSHARES INC EQ 88224Q107 7,811 149,000 SH   DFND 1 0 149,000 0
TEXTRON INC EQ 883203101 3,801 100,974 SH   DFND 1 0 100,974 0
TREEHOUSE FOODS INC EQ 89469A104 3,112 40,000 SH   DFND 1 0 40,000 0
TYCO INTL PLC EQ G91442106 6,715 200,700 SH   DFND 1 0 200,700 0
TYSON FOODS INC PFD 902494301 14,695 340,962 SH   DFND 1 0 340,962 0
UNITED CMNTY BKS BLAIRSVLE G EQ 90984P303 2,759 135,000 SH   DFND 1 0 135,000 0
UNITED RENTALS INC EQ 911363109 835 13,900 SH   DFND 1 0 13,900 0
UNITEDHEALTH GROUP INC EQ 91324P102 255 2,200 SH   DFND 1 0 2,200 0
VALE S A OPT 91912E905 11,340 2,700,000 SH   DFND 1 0 2,700,000 0
VALERO ENERGY CORP NEW EQ 91913Y100 709 11,800 SH   DFND 1 0 11,800 0
VALERO ENERGY CORP NEW OPT 91913Y900 6,010 100,000 SH   DFND 1 0 100,000 0
VALERO ENERGY CORP NEW OPT 91913Y950 12,019 200,000 SH   DFND 1 0 200,000 0
VERIZON COMMUNICATIONS INC EQ 92343V104 1,584 36,400 SH   DFND 1 0 36,400 0
WESTERN ALLIANCE BANCORP EQ 957638109 7,370 240,000 SH   DFND 1 0 240,000 0
WHIRLPOOL CORP EQ 963320106 1,693 11,500 SH   DFND 1 0 11,500 0
WHITEWAVE FOODS CO EQ 966244105 369 9,200 SH   DFND 1 0 9,200 0
WHITEWAVE FOODS CO OPT 966244905 8,834 220,000 SH   DFND 1 0 220,000 0
WISDOMTREE TR OPT 97717W901 24,330 500,000 SH   DFND 1 0 500,000 0
XL GROUP PLC EQ G98290102 363 10,000 SH   DFND 1 0 10,000 0
YADKIN FINL CORP EQ 984305102 2,375 110,500 SH   DFND 1 0 110,500 0
YUM BRANDS INC EQ 988498101 6,468 80,900 SH   DFND 1 0 80,900 0
ZIONS BANCORPORATION WAR 989701115 93,891 3,409,264 SH   DFND 1 0 3,409,264 0