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
ALLERGAN PLC SHS G0177J108 58,821 255,400 SH   DFND 1, 2 255,400 0 0
ALLERGAN PLC PFD CONV SER A G0177J116 26,945 32,800 SH   DFND 1, 2 32,800 0 0
ALPHABET INC CAP STK CL A 02079K305 50,111 62,323 SH   DFND 1, 2 62,323 0 0
AMERICAN CAP LTD COM 02503Y103 21,829 1,290,884 SH   DFND 1, 2 1,290,884 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 59,378 1,000,640 SH   DFND 1, 2 1,000,640 0 0
BAIDU INC SPON ADR REP A 056752108 135,544 744,459 SH   DFND 1, 2 744,459 0 0
CAPITAL ONE FINL CORP COM 14040H105 44,808 623,800 SH   DFND 1, 2 623,800 0 0
CBRE GROUP INC CL A 12504L109 67,890 2,426,361 SH   DFND 1, 2 2,426,361 0 0
CDK GLOBAL INC COM 12508E101 66,808 1,164,717 SH   DFND 1, 2 1,164,717 0 0
CDW CORP COM 12514G108 35,597 778,411 SH   DFND 1, 2 778,411 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 80,355 297,644 SH   DFND 1, 2 297,644 0 0
CITIGROUP INC COM NEW 172967424 171,280 3,626,500 SH   DFND 1, 2 3,626,500 0 0
CITIZENS FINL GROUP INC COM 174610105 74,184 3,002,200 SH   DFND 1, 2 3,002,200 0 0
COLONY CAP INC CONV PFD-C 19624R403 5,974 241,073 SH   DFND 1, 2 241,073 0 0
COMCAST CORP NEW CL A 20030N101 152,466 2,298,249 SH   DFND 1, 2 2,298,249 0 0
CURRENCYSHARES EURO TR EURO SHS 23130C108 9,883 90,383 SH   DFND 1, 2 90,383 0 0
FEDEX CORP COM 31428X106 77,471 443,500 SH   DFND 1, 2 443,500 0 0
FEDEX CORP COM 31428X106 8,839 50,600 SH Call DFND 1, 2 50,600 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 54,412 337,400 SH   DFND 1, 2 337,400 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 27,879 436,425 SH   DFND 1, 2 436,425 0 0
HCA HOLDINGS INC COM 40412C101 163,293 2,159,097 SH   DFND 1, 2 2,159,097 0 0
INGRAM MICRO INC CL A 457153104 5,373 150,687 SH   DFND 1, 2 150,687 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 83,075 308,417 SH   DFND 1, 2 308,417 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 14,087 774,000 SH Call DFND 1, 2 774,000 0 0
KLX INC COM 482539103 22,364 635,332 SH   DFND 1, 2 635,332 0 0
KORN FERRY INTL COM NEW 500643200 29,576 1,408,402 SH   DFND 1, 2 1,408,402 0 0
LITHIA MTRS INC CL A 536797103 61,644 645,356 SH   DFND 1, 2 645,356 0 0
MASTERCARD INCORPORATED CL A 57636Q104 164,656 1,617,927 SH   DFND 1, 2 1,617,927 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 45,110 3,488,750 SH   DFND 1, 2 3,488,750 0 0
ORACLE CORP COM 68389X105 75,500 1,922,106 SH   DFND 1, 2 1,922,106 0 0
ORION ENGINEERED CARBONS S A COM L72967109 33,222 1,772,779 SH   DFND 1, 2 1,772,779 0 0
REALOGY HLDGS CORP COM 75605Y106 45,302 1,751,807 SH   DFND 1, 2 1,751,807 0 0
ROYAL BK SCOTLAND GROUP PLC NOTE 8.625%12/3 780097BB6 42,703 43,000,000 PRN   DFND 1, 2 43,000,000 0 0
SOLARCITY CORP COM 83416T100 11,736 600,000 SH Put DFND 1, 2 600,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 39,275 312,600 SH Call DFND 1, 2 312,600 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,173,815 10,050,000 SH Call DFND 1, 2 10,050,000 0 0
TRINSEO S A SHS L9340P101 29,383 519,506 SH   DFND 1, 2 519,506 0 0
TRIPLE-S MGMT CORP CL B 896749108 16,748 763,705 SH   DFND 1, 2 763,705 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 9,599 391,000 SH   DFND 1, 2 391,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 8,368 806,982 SH   DFND 1, 2 806,982 0 0
WESTROCK CO COM 96145D105 110,407 2,277,372 SH   DFND 1, 2 2,277,372 0 0
WMIH CORP COM 92936P100 6,480 2,769,100 SH   DFND 1, 2 2,769,100 0 0