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
BROOKDALE SR LIVING INC NOTE 2.750% 6/1 112463AA2 1,175 1,000,000 PRN   DFND 0 1,000,000 0 0
FINISAR CORP NOTE 5.000%10/1 31787AAK7 1,821 1,000,000 PRN   DFND 0 1,000,000 0 0
LEVEL 3 COMMUNICATIONS INC NOTE 6.500%10/0 52729NBR0 2,073 1,500,000 PRN   DFND 0 1,500,000 0 0
DRYSHIPS INC. NOTE 5.000%12/0 262498AB4 1,773 2,000,000 PRN   DFND 0 2,000,000 0 0
STILLWATER MNG CO NOTE 1.750%10/1 86074QAL6 2,095 2,000,000 PRN   DFND 0 2,000,000 0 0
D R HORTON INC NOTE 2.000% 5/1 23331ABB4 5,825 3,500,000 PRN   DFND 0 3,500,000 0 0
HERTZ GLOBAL HOLDINGS INC NOTE 5.250% 6/0 42805TAA3 10,569 3,500,000 PRN   DFND 0 3,500,000 0 0
VERISIGN INC SDCV 3.250% 8/1 92343EAD4 7,092 5,000,000 PRN   DFND 0 5,000,000 0 0
GOOGLE INC CL A 38259P508 2,025 2,300 SH   DFND 0 2,300 0 0
ACTAVIS INC COM 00507K103 631 5,000 SH   DFND 0 5,000 0 0
HARRIS TEETER SUPERMARKETS I COM 414585109 234 5,000 SH   DFND 0 5,000 0 0
CIT GROUP INC COM NEW 125581801 466 10,000 SH   DFND 0 10,000 0 0
LUFKIN INDS INC COM 549764108 885 10,000 SH   DFND 0 10,000 0 0
MCKESSON CORP COM 58155Q103 1,145 10,000 SH   DFND 0 10,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 184 10,000 SH   DFND 0 10,000 0 0
TEMPUR PEDIC INTL INC COM 88023U101 439 10,000 SH   DFND 0 10,000 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 603 17,000 SH   DFND 0 17,000 0 0
CITRIX SYS INC COM 177376100 1,086 18,000 SH   DFND 0 18,000 0 0
TIME WARNER INC COM NEW 887317303 1,041 18,000 SH   DFND 0 18,000 0 0
AMERICAN GREETINGS CORP CL A 026375105 364 20,000 SH   DFND 0 20,000 0 0
DISH NETWORK CORP CL A 25470M109 850 20,000 SH   DFND 0 20,000 0 0
MORGANS HOTEL GROUP CO COM 61748W108 161 20,000 SH   DFND 0 20,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 306 20,000 SH   DFND 0 20,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 620 20,000 SH   DFND 0 20,000 0 0
STERLING BANCORP COM 859158107 232 20,000 SH   DFND 0 20,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,306 25,000 SH   DFND 0 25,000 0 0
LENDER PROCESSING SVCS INC COM 52602E102 809 25,000 SH   DFND 0 25,000 0 0
WALGREEN CO COM 931422109 1,105 25,000 SH   DFND 0 25,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 2,001 27,000 SH   DFND 0 27,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 2,963 40,000 SH   DFND 0 40,000 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 1,702 40,000 SH   DFND 0 40,000 0 0
LYON WILLIAM HOMES CL A NEW 552074700 1,218 48,300 SH   DFND 0 48,300 0 0
AMERISTAR CASINOS INC COM 03070Q101 1,315 50,000 SH   DFND 0 50,000 0 0
EXACTTARGET INC COM 30064K105 1,686 50,000 SH   DFND 0 50,000 0 0
GILEAD SCIENCES INC COM 375558103 2,564 50,000 SH   DFND 0 50,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 3,437 50,000 SH   DFND 0 50,000 0 0
SANDISK CORP COM 80004C101 3,055 50,000 SH   DFND 0 50,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 4,304 50,000 SH   DFND 0 50,000 0 0
CBS CORP NEW CL B 124857202 2,492 51,000 SH   DFND 0 51,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 644 55,000 SH   DFND 0 55,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 509 63,000 SH   DFND 0 63,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,557 70,000 SH   DFND 0 70,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,584 70,000 SH   DFND 0 70,000 0 0
HELMERICH & PAYNE INC COM 423452101 4,372 70,003 SH   DFND 0 70,003 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,187 75,000 SH   DFND 0 75,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 3,516 75,000 SH   DFND 0 75,000 0 0
HCA HOLDINGS INC COM 40412C101 2,705 75,000 SH   DFND 0 75,000 0 0
SMITHFIELD FOODS INC COM 832248108 2,456 75,000 SH   DFND 0 75,000 0 0
ENPRO INDS INC COM 29355X107 4,061 80,000 SH   DFND 0 80,000 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 5,036 85,000 SH   DFND 0 85,000 0 0
NOBLE ENERGY INC COM 655044105 5,404 90,000 SH   DFND 0 90,000 0 0
SCHLUMBERGER LTD COM 806857108 6,736 94,000 SH   DFND 0 94,000 0 0
QUALCOMM INC COM 747525103 5,773 94,500 SH   DFND 0 94,500 0 0
AETNA INC NEW COM 00817Y108 6,354 100,000 SH   DFND 0 100,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 36,435 100,000 SH   DFND 0 100,000 0 0
E M C CORP MASS COM 268648102 2,362 100,000 SH   DFND 0 100,000 0 0
KEYW HLDG CORP COM 493723100 1,325 100,000 SH   DFND 0 100,000 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 512 100,000 SH   DFND 0 100,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 9,842 100,000 SH   DFND 0 100,000 0 0
SALIX PHARMACEUTICALS INC COM 795435106 6,615 100,000 SH   DFND 0 100,000 0 0
BERRY PETE CO CL A 085789105 4,474 105,723 SH   DFND 0 105,723 0 0
HESS CORP COM 42809H107 7,314 110,000 SH   DFND 0 110,000 0 0
ENTROPIC COMMUNICATIONS INC COM 29384R105 483 113,000 SH   DFND 0 113,000 0 0
NII HLDGS INC CL B NEW 62913F201 766 115,000 SH   DFND 0 115,000 0 0
ROSETTA RESOURCES INC COM 777779307 4,890 115,000 SH   DFND 0 115,000 0 0
COMVERSE INC COM 20585P105 3,550 119,670 SH   DFND 0 119,670 0 0
RESPONSYS INC COM 761248103 1,889 132,000 SH   DFND 0 132,000 0 0
HONEYWELL INTL INC COM 438516106 11,782 148,500 SH   DFND 0 148,500 0 0
CONCHO RES INC COM 20605P101 12,558 150,000 SH   DFND 0 150,000 0 0
SANOFI RIGHT 12/31/2020 80105N113 285 150,000 SH   DFND 0 150,000 0 0
SPRINT NEXTEL CORP COM SER 1 852061100 1,053 150,000 SH   DFND 0 150,000 0 0
SHERWIN WILLIAMS CO COM 824348106 26,490 150,000 SH   DFND 0 150,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 6,915 150,000 SH   DFND 0 150,000 0 0
TERADYNE INC COM 880770102 2,723 155,000 SH   DFND 0 155,000 0 0
AMAZON COM INC COM 023135106 48,596 175,000 SH   DFND 0 175,000 0 0
MEADWESTVACO CORP COM 583334107 5,986 175,500 SH   DFND 0 175,500 0 0
HALLIBURTON CO COM 406216101 7,510 180,000 SH   DFND 0 180,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,725 182,000 SH   DFND 0 182,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 16,579 185,800 SH   DFND 0 185,800 0 0
LIFE TECHNOLOGIES CORP COM 53217V109 13,786 186,300 SH   DFND 0 186,300 0 0
CONSTELLIUM HOLDCO B V CL A N22035104 3,154 195,300 SH   DFND 0 195,300 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 3,630 200,000 SH   DFND 0 200,000 0 0
MPG OFFICE TR INC COM 553274101 628 200,000 SH   DFND 0 200,000 0 0
SUNCOR ENERGY INC NEW COM 867224107 5,898 200,000 SH   DFND 0 200,000 0 0
NYSE EURONEXT COM 629491101 8,376 202,315 SH   DFND 0 202,315 0 0
HOWARD HUGHES CORP COM 44267D107 24,688 220,250 SH   DFND 0 220,250 0 0
FOSSIL GROUP INC COM 34988V106 23,245 225,000 SH   DFND 0 225,000 0 0
TIVO INC COM 888706108 2,486 225,000 SH   DFND 0 225,000 0 0
BELO CORP COM SER A 080555105 3,488 250,000 SH   DFND 0 250,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 12,970 250,000 SH   DFND 0 250,000 0 0
QEP RES INC COM 74733V100 6,945 250,000 SH   DFND 0 250,000 0 0
ANADARKO PETE CORP COM 032511107 23,401 272,325 SH   DFND 0 272,325 0 0
SILICON IMAGE INC COM 82705T102 1,597 273,000 SH   DFND 0 273,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 12,290 275,000 SH   DFND 0 275,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 10,320 296,800 SH   DFND 0 296,800 0 0
STEC INC COM 784774101 2,016 300,000 SH   DFND 0 300,000 0 0
PVH CORP COM 693656100 40,641 325,000 SH   DFND 0 325,000 0 0
ENERGY XXI (BERMUDA) LTD USD UNRS SHS G10082140 7,761 350,000 SH   DFND 0 350,000 0 0
WHOLE FOODS MKT INC COM 966837106 18,018 350,000 SH   DFND 0 350,000 0 0
NORTEK INC COM NEW 656559309 23,992 372,372 SH   DFND 0 372,372 0 0
COPART INC COM 217204106 12,320 400,000 SH   DFND 0 400,000 0 0
CARTER INC COM 146229109 29,628 400,000 SH   DFND 0 400,000 0 0
DOMINOS PIZZA INC COM 25754A201 23,260 400,000 SH   DFND 0 400,000 0 0
HOME DEPOT INC COM 437076102 30,988 400,000 SH   DFND 0 400,000 0 0
TYCO INTERNATIONAL LTD SHS H89128104 14,963 454,100 SH   DFND 0 454,100 0 0
VIROPHARMA INC COM 928241108 13,466 470,000 SH   DFND 0 470,000 0 0
DELL INC COM 24702R101 6,329 475,000 SH   DFND 0 475,000 0 0
PHH CORP COM NEW 693320202 9,782 480,000 SH   DFND 0 480,000 0 0
ITT EDUCATIONAL SERVICES INC COM 45068B109 12,200 500,000 SH   DFND 0 500,000 0 0
EAGLE MATERIALS INC COM 26969P108 33,135 500,000 SH   DFND 0 500,000 0 0
NIKE INC CL B 654106103 31,840 500,000 SH   DFND 0 500,000 0 0
OWENS CORNING NEW COM 690742101 19,540 500,000 SH   DFND 0 500,000 0 0
PETSMART INC COM 716768106 33,495 500,000 SH   DFND 0 500,000 0 0
CLEARWIRE CORP NEW CL A 18538Q105 2,509 502,400 SH   DFND 0 502,400 0 0
ELAN PLC ADR 284131208 7,282 515,000 SH   DFND 0 515,000 0 0
SEALED AIR CORP NEW COM 81211K100 12,454 520,000 SH   DFND 0 520,000 0 0
DIAMOND FOODS INC COM 252603105 10,894 525,000 SH   DFND 0 525,000 0 0
REPROS THERAPEUTICS INC COM NEW 76028H209 10,424 565,000 SH   DFND 0 565,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 10,712 575,000 SH   DFND 0 575,000 0 0
URBAN OUTFITTERS INC COM 917047102 24,132 600,000 SH   DFND 0 600,000 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 26,593 615,000 SH   DFND 0 615,000 0 0
CARMAX INC COM 143130102 30,004 650,000 SH   DFND 0 650,000 0 0
MOVADO GROUP INC COM 624580106 22,835 675,000 SH   DFND 0 675,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 42,105 700,000 SH   DFND 0 700,000 0 0
OCEAN RIG UDW INC SHS Y64354205 13,509 721,267 SH   DFND 0 721,267 0 0
SIRIUS XM RADIO INC COM 82967N108 2,647 790,000 SH   DFND 0 790,000 0 0
REALOGY HLDGS CORP COM 75605Y106 38,610 803,700 SH   DFND 0 803,700 0 0
WARNER CHILCOTT PLC IRELAND SHS A G94368100 16,302 820,000 SH   DFND 0 820,000 0 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 14,968 900,000 SH   DFND 0 900,000 0 0
DENBURY RES INC COM NEW 247916208 15,588 900,000 SH   DFND 0 900,000 0 0
GNC HLDGS INC COM CL A 36191G107 39,789 900,000 SH   DFND 0 900,000 0 0
TEXAS ROADHOUSE INC COM 882681109 22,518 900,000 SH   DFND 0 900,000 0 0
KAR AUCTION SVCS INC COM 48238T109 21,314 931,981 SH   DFND 0 931,981 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 33,842 975,000 SH   DFND 0 975,000 0 0
MASCO CORP COM 574599106 19,490 1,000,000 SH   DFND 0 1,000,000 0 0
ASSURED GUARANTY LTD COM G0585R106 22,280 1,009,963 SH   DFND 0 1,009,963 0 0
BLOOMIN BRANDS INC COM 094235108 26,124 1,050,000 SH   DFND 0 1,050,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 32,583 1,075,000 SH   DFND 0 1,075,000 0 0
BEST BUY INC COM 086516101 30,063 1,100,000 SH   DFND 0 1,100,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 33,111 1,127,000 SH   DFND 0 1,127,000 0 0
MBIA INC COM 55262C100 16,638 1,250,000 SH   DFND 0 1,250,000 0 0
HEADWATERS INC COM 42210P102 12,099 1,368,624 SH   DFND 0 1,368,624 0 0
VERSO PAPER CORP COM 92531L108 1,582 1,375,721 SH   DFND 0 1,375,721 0 0
BON-TON STORES INC COM 09776J101 27,754 1,537,594 SH   DFND 0 1,537,594 0 0
GROUPON INC COM CL A 399473107 15,390 1,800,000 SH   DFND 0 1,800,000 0 0
CAL DIVE INTL INC DEL COM 12802T101 3,437 1,828,344 SH   DFND 0 1,828,344 0 0
ANACOR PHARMACEUTICALS INC COM 032420101 10,705 1,915,000 SH   DFND 0 1,915,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 37,691 2,465,100 SH   DFND 0 2,465,100 0 0
GRAN TIERRA ENERGY INC COM 38500T101 16,313 2,540,900 SH   DFND 0 2,540,900 0 0
FELCOR LODGING TR INC COM 31430F101 17,548 2,969,263 SH   DFND 0 2,969,263 0 0
SUPERVALU INC COM 868536103 55,371 8,902,034 SH   DFND 0 8,902,034 0 0
ACTAVIS INC COM 00507K103 631 5,000 SH Call DFND 0 5,000 0 0
APACHE CORP COM 037411105 4,192 50,000 SH Call DFND 0 50,000 0 0
ANADARKO PETE CORP COM 032511107 4,297 50,000 SH Call DFND 0 50,000 0 0
COMMONWEALTH REIT COM SH BEN INT 203233101 1,214 52,500 SH Put DFND 0 52,500 0 0
DELL INC COM 24702R101 3,998 300,000 SH Call DFND 0 300,000 0 0
DELL INC COM 24702R101 7,329 550,000 SH Put DFND 0 550,000 0 0
DOLE FOOD CO INC NEW COM 256603101 918 72,000 SH Put DFND 0 72,000 0 0
ELAN PLC ADR 284131208 4,808 340,000 SH Put DFND 0 340,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 15,299 1,000,000 SH Call DFND 0 1,000,000 0 0
HALLIBURTON CO COM 406216101 1,252 30,000 SH Call DFND 0 30,000 0 0
HOME DEPOT INC COM 437076102 23,241 300,000 SH Call DFND 0 300,000 0 0
LINNCO LLC COMSHS LTD INT 535782106 4,472 120,000 SH Call DFND 0 120,000 0 0
PIONEER NAT RES CO COM 723787107 4,343 30,000 SH Call DFND 0 30,000 0 0
SERVICE CORP INTL COM 817565104 902 50,000 SH Call DFND 0 50,000 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 3,633 50,000 SH Put DFND 0 50,000 0 0
STEWART ENTERPRISES INC CL A 860370105 689 52,500 SH Call DFND 0 52,500 0 0
SUPERVALU INC COM 868536103 12,751 2,050,000 SH Call DFND 0 2,050,000 0 0
TIVO INC COM 888706108 1,105 100,000 SH Call DFND 0 100,000 0 0
WESTPORT INNOVATIONS INC COM NEW 960908309 16,765 500,000 SH Put DFND 0 500,000 0 0