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
ABBVIE INC COM 00287Y109 30,142 729,129 SH   DFND 1,3 729,129 0 0
ABBVIE INC COM 00287Y109 47,747 1,154,971 SH   DFND 2 1,154,971 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5,937 82,500 SH   DFND 1,3 82,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,391 130,500 SH   DFND 2 130,500 0 0
ACTAVIS INC COM 00507K103 9,908 78,500 SH   DFND 1,3 78,500 0 0
ACTAVIS INC COM 00507K103 15,677 124,200 SH   DFND 2 124,200 0 0
AETNA INC NEW COM 00817Y108 33,432 526,150 SH   DFND 1,3 526,150 0 0
AETNA INC NEW COM 00817Y108 52,988 833,936 SH   DFND 2 833,936 0 0
ALLERGAN INC COM 018490102 7,767 92,200 SH   DFND 1,3 92,200 0 0
ALLERGAN INC COM 018490102 12,299 146,000 SH   DFND 2 146,000 0 0
ALLERGAN INC COM 018490102 8,803 104,500 SH Call DFND 1,3 104,500 0 0
ALLERGAN INC COM 018490102 13,942 165,500 SH Call DFND 2 165,500 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 10,873 115,301 SH   DFND 1,3 115,301 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 17,238 182,799 SH   DFND 2 182,799 0 0
AMERISOURCEBERGEN CORP COM 03073E105 11,903 213,200 SH   DFND 1,3 213,200 0 0
AMERISOURCEBERGEN CORP COM 03073E105 18,827 337,226 SH   DFND 2 337,226 0 0
ANADARKO PETE CORP COM 032511107 10,771 125,342 SH   DFND 1,3 125,342 0 0
ANADARKO PETE CORP COM 032511107 17,083 198,801 SH   DFND 2 198,801 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 14,709 162,965 SH   DFND 1,3 162,965 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 23,301 258,158 SH   DFND 2 258,158 0 0
APACHE CORP COM 037411105 23,573 281,200 SH   DFND 1,3 281,200 0 0
APACHE CORP COM 037411105 37,329 445,300 SH   DFND 2 445,300 0 0
ARENA PHARMACEUTICALS INC COM 040047102 4,915 638,260 SH   DFND 1,3 638,260 0 0
ARENA PHARMACEUTICALS INC COM 040047102 7,784 1,010,874 SH   DFND 2 1,010,874 0 0
ARENA PHARMACEUTICALS INC COM 040047102 1,289 167,400 SH Put DFND 1,3 167,400 0 0
ARENA PHARMACEUTICALS INC COM 040047102 2,108 273,800 SH Put DFND 2 273,800 0 0
ASHLAND INC NEW COM 044209104 10,421 124,800 SH   DFND 1,3 124,800 0 0
ASHLAND INC NEW COM 044209104 16,500 197,600 SH   DFND 2 197,600 0 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 6,197 372,630 SH   DFND 1,3 372,630 0 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 9,810 589,870 SH   DFND 2 589,870 0 0
BANK OF AMERICA CORPORATION COM 060505104 7,739 601,800 SH   DFND 1,3 601,800 0 0
BANK OF AMERICA CORPORATION COM 060505104 12,258 953,200 SH   DFND 2 953,200 0 0
BAXTER INTL INC COM 071813109 12,933 186,700 SH   DFND 1,3 186,700 0 0
BAXTER INTL INC COM 071813109 20,497 295,900 SH   DFND 2 295,900 0 0
BB&T CORP COM 054937107 2,809 82,900 SH   DFND 1,3 82,900 0 0
BB&T CORP COM 054937107 4,445 131,200 SH   DFND 2 131,200 0 0
BEAM INC COM 73730103 16,304 258,340 SH   DFND 1,3 258,340 0 0
BEAM INC COM 073730103 25,815 409,049 SH   DFND 2 409,049 0 0
BIOGEN IDEC INC COM 09062X103 7,209 33,500 SH   DFND 1,3 33,500 0 0
BIOGEN IDEC INC COM 09062X103 11,406 53,000 SH   DFND 2 53,000 0 0
BRIDGEPOINT ED INC COM 10807M105 3,125 256,600 SH   DFND 1,3 256,600 0 0
BRIDGEPOINT ED INC COM 10807M105 4,940 405,611 SH   DFND 2 405,611 0 0
CATAMARAN CORP COM 148887102 4,744 97,300 SH   DFND 1,3 97,300 0 0
CATAMARAN CORP COM 148887102 7,514 154,100 SH   DFND 2 154,100 0 0
CIGNA CORPORATION COM 125509109 12,367 170,600 SH   DFND 1,3 170,600 0 0
CIGNA CORPORATION COM 125509109 19,587 270,200 SH   DFND 2 270,200 0 0
CITY NATL CORP COM 178566105 21,757 343,332 SH   DFND 1,3 343,332 0 0
CITY NATL CORP COM 178566105 34,476 544,046 SH   DFND 2 544,046 0 0
COBALT INTL ENERGY INC COM 19075F106 16,710 628,900 SH   DFND 1,3 628,900 0 0
COBALT INTL ENERGY INC COM 19075F106 26,474 996,400 SH   DFND 2 996,400 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 18,855 536,270 SH   DFND 1,3 536,270 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 29,879 849,802 SH   DFND 2 849,802 0 0
COMERICA INC COM 200340107 2,063 51,800 SH   DFND 1,3 51,800 0 0
COMERICA INC COM 200340107 3,264 81,942 SH   DFND 2 81,942 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 5,551 118,400 SH   DFND 1,3 118,400 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 8,795 187,600 SH   DFND 2 187,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 30,480 584,800 SH   DFND 1,3 584,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 48,247 925,700 SH   DFND 2 925,700 0 0
CORELOGIC INC COM 21871D103 15,943 688,085 SH   DFND 1,3 688,085 0 0
CORELOGIC INC COM 21871D103 25,249 1,089,717 SH   DFND 2 1,089,717 0 0
DANAHER CORP DEL COM 235851102 27,725 438,000 SH   DFND 1,3 438,000 0 0
DANAHER CORP DEL COM 235851102 43,886 693,300 SH   DFND 2 693,300 0 0
DISH NETWORK CORP CL A 25470M109 7,943 186,800 SH   DFND 1,3 186,800 0 0
DISH NETWORK CORP CL A 25470M109 12,577 295,800 SH   DFND 2 295,800 0 0
DOLLAR GEN CORP NEW COM 256677105 9,688 192,100 SH   DFND 1,3 192,100 0 0
DOLLAR GEN CORP NEW COM 256677105 15,351 304,400 SH   DFND 2 304,400 0 0
DORAL FINL CORP COM NEW 25811P886 853 1,027,781 SH   DFND 1,3 1,027,781 0 0
DORAL FINL CORP COM NEW 25811P886 774 932,228 SH   DFND 2 932,228 0 0
EAGLE MATERIALS INC COM 26969P108 13,668 206,250 SH   DFND 1,3 206,250 0 0
EAGLE MATERIALS INC COM 26969P108 21,655 326,774 SH   DFND 2 326,774 0 0
EBAY INC COM 278642103 21,284 411,519 SH   DFND 1,3 411,519 0 0
EBAY INC COM 278642103 33,726 652,075 SH   DFND 2 652,075 0 0
EOG RES INC COM 26875P101 9,639 73,200 SH   DFND 1,3 73,200 0 0
EOG RES INC COM 26875P101 15,320 116,345 SH   DFND 2 116,345 0 0
EQT CORP COM 26884L109 11,975 150,875 SH   DFND 1,3 150,875 0 0
EQT CORP COM 26884L109 18,961 238,897 SH   DFND 2 238,897 0 0
EXPEDIA INC DEL COM NEW 30212P303 7,284 121,100 SH   DFND 1,3 121,100 0 0
EXPEDIA INC DEL COM NEW 30212P303 11,543 191,900 SH   DFND 2 191,900 0 0
EXPEDITORS INTL WASH INC COM 302130109 25,346 666,300 SH   DFND 1,3 666,300 0 0
EXPEDITORS INTL WASH INC COM 302130109 40,151 1,055,493 SH   DFND 2 1,055,493 0 0
FIFTH & PAC COS INC COM 316645100 22,285 997,520 SH   DFND 1,3 997,520 0 0
FIFTH & PAC COS INC COM 316645100 35,302 1,580,221 SH   DFND 2 1,580,221 0 0
FIFTH THIRD BANCORP COM 316773100 24,958 1,382,700 SH   DFND 1,3 1,382,700 0 0
FIFTH THIRD BANCORP COM 316773100 39,530 2,190,053 SH   DFND 2 2,190,053 0 0
FIRST AMERN FINL CORP COM 31847R102 5,906 267,953 SH   DFND 1,3 267,953 0 0
FIRST AMERN FINL CORP COM 31847R102 9,354 424,396 SH   DFND 2 424,396 0 0
FIRST HORIZON NATL CORP COM 320517105 986 88,000 SH   DFND 1,3 88,000 0 0
FIRST HORIZON NATL CORP COM 320517105 1,560 139,325 SH   DFND 2 139,325 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 7,030 392,500 SH   DFND 1,3 392,500 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 11,136 621,757 SH   DFND 2 621,757 0 0
GENERAL MTRS CO COM 37045V100 5,913 177,500 SH   DFND 1,3 177,500 0 0
GENERAL MTRS CO COM 37045V100 9,370 281,300 SH   DFND 2 281,300 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 9,851 308,900 SH   DFND 1,3 308,900 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 15,619 489,769 SH   DFND 2 489,769 0 0
GOOGLE INC CL A 38259P508 26,468 30,065 SH   DFND 1,3 30,065 0 0
GOOGLE INC CL A 38259P508 41,926 47,623 SH   DFND 2 47,623 0 0
GRAFTECH INTL LTD COM 384313102 16,579 2,277,340 SH   DFND 1,3 2,277,340 0 0
GRAFTECH INTL LTD COM 384313102 26,261 3,607,258 SH   DFND 2 2,707,258 0 0
HILLSHIRE BRANDS CO COM 432589109 15,424 466,263 SH   DFND 1,3 466,263 0 0
HILLSHIRE BRANDS CO COM 432589109 24,439 738,792 SH   DFND 2 738,792 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,832 232,800 SH   DFND 1,3 232,800 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,903 368,882 SH   DFND 2 368,882 0 0
INGERSOLL-RAND PLC SHS G47791101 14,169 255,200 SH   DFND 1,3 255,200 0 0
INGERSOLL-RAND PLC SHS G47791101 22,441 404,200 SH   DFND 2 404,200 0 0
JONES GROUP INC COM 48020T101 5,569 405,000 SH   DFND 1,3 405,000 0 0
JONES GROUP INC COM 48020T101 8,825 641,802 SH   DFND 2 641,802 0 0
KEYCORP NEW COM 493267108 2,884 261,200 SH   DFND 1,3 261,200 0 0
KEYCORP NEW COM 493267108 4,569 413,841 SH   DFND 2 413,841 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 15,377 226,500 SH   DFND 1,3 226,500 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 24,364 358,882 SH   DFND 2 358,882 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 17,705 208,270 SH   DFND 1,3 208,270 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 28,038 329,821 SH   DFND 2 329,821 0 0
LINKEDIN CORP COM CL A 53578A108 13,997 78,500 SH   DFND 1,3 78,500 0 0
LINKEDIN CORP COM CL A 53578A108 22,194 124,475 SH   DFND 2 124,475 0 0
M & T BK CORP COM 55261F104 1,900 17,000 SH   DFND 1,3 17,000 0 0
M & T BK CORP COM 55261F104 2,994 26,792 SH   DFND 2 26,792 0 0
MARATHON PETE CORP COM 56585A102 9,344 131,500 SH   DFND 1,3 131,500 0 0
MARATHON PETE CORP COM 56585A102 14,802 208,300 SH   DFND 2 208,300 0 0
METLIFE INC COM 59156R108 24,752 540,919 SH   DFND 1,3 540,919 0 0
METLIFE INC COM 59156R108 39,214 856,956 SH   DFND 2 856,956 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 17,310 279,100 SH   DFND 1,3 279,100 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 27,417 442,075 SH   DFND 2 442,075 0 0
MOHAWK INDS INC COM 608190104 10,394 92,400 SH   DFND 1,3 92,400 0 0
MOHAWK INDS INC COM 608190104 16,491 146,600 SH   DFND 2 146,600 0 0
MYLAN INC COM 628530107 16,515 532,220 SH   DFND 1,3 532,220 0 0
MYLAN INC COM 628530107 26,158 842,980 SH   DFND 2 842,980 0 0
NEWS CORP CL A 65248E104 27,608 847,396 SH   DFND 1,3 847,396 0 0
NEWS CORP CL A 65248E104 43,703 1,341,420 SH   DFND 2 1,341,420 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 17,649 1,939,500 SH   DFND 1,3 1,939,500 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 27,959 3,072,400 SH   DFND 2 3,072,400 0 0
OWENS CORNING NEW COM 690742101 27,029 691,643 SH   DFND 1,3 691,643 0 0
OWENS CORNING NEW COM 690742101 42,822 1,095,757 SH   DFND 2 1,095,757 0 0
PNC FINL SVCS GROUP INC COM 693475105 3,311 45,400 SH   DFND 1,3 45,400 0 0
PNC FINL SVCS GROUP INC COM 693475105 5,246 71,947 SH   DFND 2 71,947 0 0
QUEST DIAGNOSTICS INC COM 74834L100 14,970 246,900 SH   DFND 1,3 246,900 0 0
QUEST DIAGNOSTICS INC COM 74834L100 23,700 390,900 SH   DFND 2 390,900 0 0
REALOGY HLDGS CORP COM 75605Y106 58,647 1,220,802 SH   DFND 1,3 1,220,802 0 0
REALOGY HLDGS CORP COM 75605Y106 92,924 1,934,303 SH   DFND 2 1,934,303 0 0
REGIONS FINL CORP NEW COM 7591EP100 15,143 1,589,000 SH   DFND 1,3 1,589,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 23,985 2,516,823 SH   DFND 2 2,516,823 0 0
SCHWAB CHARLES CORP NEW COM 808513105 16,496 777,000 SH   DFND 1,3 777,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 26,128 1,230,700 SH   DFND 2 1,230,700 0 0
SEALED AIR CORP NEW COM 81211K100 11,233 469,000 SH   DFND 1,3 469,000 0 0
SEALED AIR CORP NEW COM 81211K100 17,790 742,794 SH   DFND 2 742,794 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 15,657 448,622 SH   DFND 1,3 448,622 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 24,797 710,506 SH   DFND 2 710,506 0 0
SERVICE CORP INTL COM 817565104 2,984 165,500 SH   DFND 1,3 165,500 0 0
SERVICE CORP INTL COM 817565104 4,727 262,176 SH   DFND 2 262,176 0 0
STARWOOD PPTY TR INC COM 85571B105 9,282 375,043 SH   DFND 1,3 375,043 0 0
STARWOOD PPTY TR INC COM 85571B105 14,707 594,206 SH   DFND 2 594,206 0 0
STATE BK FINL CORP COM 856190103 9,010 599,500 SH   DFND 1,3 599,500 0 0
STATE BK FINL CORP COM 856190103 7,523 500,500 SH   DFND 2 500,500 0 0
SUNCOKE ENERGY INC COM 86722A103 8,904 635,100 SH   DFND 1,3 635,100 0 0
SUNCOKE ENERGY INC COM 86722A103 14,104 1,005,973 SH   DFND 2 1,005,973 0 0
SVB FINL GROUP COM 78486Q101 21,216 254,631 SH   DFND 1,3 254,631 0 0
SVB FINL GROUP COM 78486Q101 33,634 403,669 SH   DFND 2 403,669 0 0
TEMPUR PEDIC INTL INC COM 88023U101 11,554 263,200 SH   DFND 1,3 263,200 0 0
TEMPUR PEDIC INTL INC COM 88023U101 18,305 416,968 SH   DFND 2 416,968 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 38,155 827,650 SH   DFND 1,3 827,650 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 60,448 1,311,230 SH   DFND 2 1,311,230 0 0
TEREX CORP NEW COM 880779103 4,289 163,084 SH   DFND 1,3 163,084 0 0
TEREX CORP NEW COM 880779103 6,799 258,524 SH   DFND 2 258,524 0 0
TESORO CORP COM 881609101 22,916 437,998 SH   DFND 1,3 437,998 0 0
TESORO CORP COM 881609101 36,308 693,952 SH   DFND 2 693,952 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 36,466 430,889 SH   DFND 1,3 430,889 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 57,733 682,176 SH   DFND 2 682,176 0 0
TRACTOR SUPPLY CO COM 892356106 14,764 125,603 SH   DFND 1,3 125,603 0 0
TRACTOR SUPPLY CO COM 892356106 23,404 199,101 SH   DFND 2 199,101 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 16,303 162,839 SH   DFND 1,3 162,839 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 25,796 257,647 SH   DFND 2 257,647 0 0
US BANCORP DEL COM NEW 902973304 2,852 78,900 SH   DFND 1,3 78,900 0 0
US BANCORP DEL COM NEW 902973304 4,511 124,779 SH   DFND 2 124,779 0 0
VERISIGN INC COM 92343E102 31,970 715,862 SH   DFND 1,3 715,862 0 0
VERISIGN INC COM 92343E102 50,661 1,134,369 SH   DFND 2 1,134,369 0 0
VIVUS INC COM 928551100 10,427 828,844 SH   DFND 1,3 828,844 0 0
VIVUS INC COM 928551100 16,507 1,312,168 SH   DFND 2 1,312,168 0 0
WABCO HLDGS INC COM 92927K102 10,291 137,785 SH   DFND 1,3 137,785 0 0
WABCO HLDGS INC COM 92927K102 16,319 218,490 SH   DFND 2 218,490 0 0
WABTEC CORP COM 929740108 10,339 193,500 SH   DFND 1,3 193,500 0 0
WABTEC CORP COM 929740108 16,350 306,000 SH   DFND 2 306,000 0 0
WALTER INVT MGMT CORP COM 93317W102 10,156 300,372 SH   DFND 1,3 300,372 0 0
WALTER INVT MGMT CORP COM 93317W102 16,109 476,452 SH   DFND 2 476,452 0 0
WESCO INTL INC COM 95082P105 6,511 95,800 SH   DFND 1,3 95,800 0 0
WESCO INTL INC COM 95082P105 10,337 152,100 SH   DFND 2 152,100 0 0
WHIRLPOOL CORP COM 963320106 21,763 190,305 SH   DFND 1,3 190,305 0 0
WHIRLPOOL CORP COM 963320106 34,506 301,730 SH   DFND 2 301,730 0 0
WISDOMTREE INVTS INC COM 97717P104 5,024 434,220 SH   DFND 1,3 434,220 0 0
WISDOMTREE INVTS INC COM 97717P104 7,954 687,462 SH   DFND 2 687,462 0 0
XL GROUP PLC SHS G98290102 5,731 189,004 SH   DFND 1,3 189,004 0 0
XL GROUP PLC SHS G98290102 9,081 299,496 SH   DFND 2 299,496 0 0
YUM BRANDS INC COM 988498101 17,099 246,600 SH   DFND 1,3 246,600 0 0
YUM BRANDS INC COM 988498101 27,053 390,152 SH   DFND 2 390,152 0 0
ZIONS BANCORPORATION COM 989701107 1,382 47,800 SH   DFND 1,3 47,800 0 0
ZIONS BANCORPORATION COM 989701107 2,189 75,691 SH   DFND 2 75,691 0 0