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 COM NEW 026874784 182,212 2,947,465 SH   DFND 1,2,3 0 2,947,465 0
AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 72,075 2,601,041 SH   DFND 1,2,3 0 2,601,041 0
CARTER INC COM 146229109 367,649 3,458,600 SH   DFND 1,2,3 0 3,458,600 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 231,460 1,351,594 SH   DFND 1,2,3 0 1,351,594 0
CITIGROUP INC COM NEW 172967424 102,621 1,857,728 SH   DFND 1,2,3 0 1,857,728 0
CITIGROUP INC COM NEW 172967424 545,655 9,877,900 SH Call DFND 1,2,3 0 9,877,900 0
COLFAX CORP COM 194014106 258,971 5,611,501 SH   DFND 1,2,3 0 5,611,501 0
CREDIT SUISSE NASSAU BRH INVRS VIX STERM 22542D795 10,213 251,487 SH   DFND 1,2 0 251,487 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 18,155 250,000 SH   DFND 1,2 0 250,000 0
FLEETCOR TECHNOLOGIES INC COM 339041105 313,259 2,007,296 SH   DFND 1,2,3 0 2,007,296 0
GRACE W R & CO DEL NEW COM 38388F108 92,780 925,022 SH   DFND 1,2 0 925,022 0
IMPAX LABORATORIES INC COM 45256B101 257,719 5,612,348 SH   DFND 1,2,3 0 5,612,348 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 62,287 278,554 SH   DFND 1,2 0 278,554 0
KING DIGITAL ENTERTAINMENT COM G5258J109 8,550 600,000 SH Put DFND 1 0 300,000 0
KING DIGITAL ENTERTAINMENT COM G5258J109 10,563 741,232 SH   DFND 1 0 300,000 0
KRAFT FOODS GROUP INC COM 50076Q106 228,498 2,683,786 SH   DFND 1,2,3 0 2,683,786 0
LKQ CORP COM 501889208 205,772 6,803,500 SH   DFND 1,2,3 0 6,803,500 0
RESTAURANT BRANDS INTL INC COM 76131D103 58,486 1,530,657 SH   DFND 1,2 0 1,530,657 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 559,515 10,152,694 SH   DFND 1,2,3 0 10,152,694 0
TESORO CORP COM 881609101 323,742 3,835,352 SH   DFND 1,2,3 0 3,835,352 0
TRANSDIGM GROUP INC COM 893641100 61,251 272,626 SH   DFND 1,2 0 272,626 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 607,946 2,736,647 SH   DFND 1,2,3 0 2,736,647 0
WINDSTREAM HOLDINGS INC COM 97382A101 14,036 2,200,000 SH Put DFND 1 0 2,200,000 0