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
ADVANCE AUTO PARTS INC COM 00751Y106 44,968 554,000 SH   DFND 1,2 554,000 0 0
ALLSTATE CORP COM 020002101 203,309 4,225,035 SH   DFND 1,2 4,225,035 0 0
AMAZON COM INC COM 023135106 241,248 868,769 SH   DFND 1,2 868,769 0 0
ANADARKO PETE CORP COM 032511107 193,717 2,254,353 SH   DFND 1,2 2,254,353 0 0
APPLE INC COM 037833100 266,706 672,600 SH   DFND 1,2 672,600 0 0
ARCELORMITTAL SA LUXEMBOURG MAND CV NT 16 L0302D178 54,715 291,500,000 PRN   DFND 1,2 29,150,000 0 0
AXIALL CORP COM 05463D100 128,472 3,017,196 SH   DFND 1,2 3,017,196 0 0
BJS RESTAURANTS INC COM 09180C106 1,386 37,351 SH   DFND 1,2 37,351 0 0
RESEARCH IN MOTION LTD COM 760975102 5,779 552,500 SH   DFND 1,2 552,500 0 0
BROADCOM CORP CL A 111320107 167,522 4,957,000 SH   DFND 1,2 4,957,000 0 0
BUFFALO WILD WINGS INC COM 119848109 14,274 145,300 SH   DFND 1,2 145,300 0 0
CAMELOT INFORMATION SYS INC ADS RP ORD SHS 13322V105 2,353 1,352,259 SH   DFND 1,2 1,352,259 0 0
CEMEX SAB DE CV NOTE 3.750% 3/1 151290BC6 62,204 50,000,000 PRN   DFND 1,2 50,000,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 97,168 9,184,095 SH   DFND 1,2 9,184,095 0 0
CENTRAL EUROPEAN MEDIA NOTE 5.000%11/1 153443AH9 12,012 12,500,000 PRN   DFND 1,2 12,500,000 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 2,961 894,558 SH   DFND 1,2 894,558 0 0
CF INDS HLDGS INC COM 125269100 75,575 440,669 SH   DFND 1,2 440,669 0 0
CITIGROUP INC COM NEW 172967424 74,830 1,559,937 SH   DFND 1,2 1,559,937 0 0
CME GROUP INC COM 12572Q105 20,127 265,000 SH   DFND 1,2 265,000 0 0
COBALT INTL ENERGY INC COM 19075F106 28,284 1,064,506 SH   DFND 1,2 1,064,506 0 0
COBALT INTL ENERGY INC NOTE 2.625%12/0 19075FAA4 10,628 10,000,000 PRN   DFND 1,2 10,000,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 29,441 470,000 SH   DFND 1,2 470,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,919 130,000 SH   DFND 1,2 130,000 0 0
CONCHO RES INC COM 20605P101 25,978 310,300 SH   DFND 1,2 310,300 0 0
CREDICORP LTD COM G2519Y108 15,613 122,012 SH   DFND 1,2 122,012 0 0
DENDREON CORP COM 24823Q107 24,363 5,913,400 SH   DFND 1,2 5,913,400 0 0
DIRECTV COM 25490A309 100,759 1,634,636 SH   DFND 1,2 1,634,636 0 0
DISCOVER FINL SVCS COM 254709108 157,641 3,309,000 SH   DFND 1,2 3,309,000 0 0
DISNEY WALT CO COM DISNEY 254687106 149,695 2,370,461 SH   DFND 1,2 2,370,461 0 0
DUNKIN BRANDS GROUP INC COM 265504100 40,636 949,000 SH   DFND 1,2 949,000 0 0
DURATA THERAPEUTICS INC COM 26658A107 8,558 1,188,571 SH   DFND 1,2 1,188,571 0 0
EBAY INC COM 278642103 240,121 4,642,717 SH   DFND 1,2 4,642,717 0 0
EOG RES INC COM 26875P101 42,770 324,800 SH   DFND 1,2 324,800 0 0
EVERTEC INC COM 30040P103 16,471 749,700 SH   DFND 1,2 749,700 0 0
FOOT LOCKER INC COM 344849104 143,997 4,098,981 SH   DFND 1,2 4,098,981 0 0
GOOGLE INC CL A 38259P508 439,726 499,479 SH   DFND 1,2 499,479 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 31,603 2,223,982 SH   DFND 1,2 2,223,982 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 108,876 4,383,080 SH   DFND 1,2 4,383,080 0 0
HCA HOLDINGS INC COM 40412C101 89,382 2,478,700 SH   DFND 1,2 2,478,700 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 106,243 4,284,000 SH   DFND 1,2 4,284,000 0 0
HOLLYFRONTIER CORP COM 436106108 8,363 195,485 SH   DFND 1,2 195,485 0 0
HUNTSMAN CORP COM 447011107 59,142 3,571,389 SH   DFND 1,2 3,571,389 0 0
HYPERDYNAMICS CORP COM 448954107 3,420 900,000 SH   DFND 1,2 900,000 0 0
IMPERIAL HLDGS INC COM 452834104 11,988 1,750,000 SH   DFND 1,2 1,750,000 0 0
INFORMATICA CORP COM 45666Q102 5,422 155,000 SH   DFND 1,2 155,000 0 0
INGERSOLL-RAND PLC SHS G47791101 115,505 2,080,426 SH   DFND 1,2 2,080,426 0 0
INTERMUNE INC NOTE 2.500%12/1 45884XAF0 2,111 2,000,000 PRN   DFND 1,2 2,000,000 0 0
ISHARES INC MSCI TURKEY FD 464286715 20,267 341,200 SH   DFND 1,2 341,200 0 0
ISHARES TR MSCI PERU CAP 464289842 9,123 267,300 SH   DFND 1,2 267,300 0 0
ISHARES TR HIGH YLD CORP 464288513 2,545 28,000 SH   DFND 1,2 28,000 0 0
ISHARES TR DJ HOME CONSTN 464288752 46,103 2,060,000 SH   DFND 1,2 2,060,000 0 0
JANUS CAP GROUP INC NOTE 3.250% 7/1 47102XAG0 520 500,000 PRN   DFND 1,2 500,000 0 0
JPMORGAN CHASE & CO COM 46625H100 114,731 2,173,352 SH   DFND 1,2 2,173,352 0 0
LAS VEGAS SANDS CORP COM 517834107 419,414 7,923,928 SH   DFND 1,2 7,923,928 0 0
LENNAR CORP CL A 526057104 47,922 1,329,700 SH   DFND 1,2 1,329,700 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 39,908 543,042 SH   DFND 1,2 543,042 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 27,747 408,700 SH   DFND 1,2 408,700 0 0
LOWES COS INC COM 548661107 41,207 1,007,500 SH   DFND 1,2 1,007,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 300,283 4,531,887 SH   DFND 1,2 4,531,887 0 0
MAGNUM HUNTER RES CORP DEL COM 55973B102 7,300 2,000,000 SH   DFND 1,2 2,000,000 0 0
MARATHON PETE CORP COM 56585A102 142,566 2,006,280 SH   DFND 1,2 2,006,280 0 0
MELCO CROWN ENTMT LTD ADR 585464100 94,787 4,239,117 SH   DFND 1,2 4,239,117 0 0
MGIC INVT CORP WIS COM 552848103 70,555 11,623,600 SH   DFND 1,2 11,623,600 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 5,829 5,000,000 SH   DFND 1,2 5,000,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 79,634 1,284,000 SH   DFND 1,2 1,284,000 0 0
MICRON TECHNOLOGY INC COM 595112103 226,486 15,805,000 SH   DFND 1,2 15,805,000 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 15,339 1,018,513 SH   DFND 1,2 1,018,513 0 0
MONDELEZ INTL INC CL A 609207105 95,090 3,333,000 SH   DFND 1,2 3,333,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 110,133 3,967,335 SH   DFND 1,2 3,967,335 0 0
NIKE INC CL B 654106103 299,260 4,699,429 SH   DFND 1,2 4,699,429 0 0
NOBLE ENERGY INC COM 655044105 26,141 435,400 SH   DFND 1,2 435,400 0 0
POLARIS INDS INC COM 731068102 74,423 783,400 SH   DFND 1,2 783,400 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 8,267 116,000 SH   DFND 1,2 116,000 0 0
PRICELINE COM INC COM NEW 741503403 145,551 176,069 SH   DFND 1,2 176,069 0 0
PRUDENTIAL FINL INC COM 744320102 402,565 5,512,323 SH   DFND 1,2 5,512,323 0 0
PULTE GROUP INC COM 745867101 9,447 498,002 SH   DFND 1,2 498,002 0 0
RADIAN GROUP INC COM 750236101 48,113 4,140,500 SH   DFND 1,2 4,140,500 0 0
RDA MICROELECTRONICS INC SPONSORED ADR 749394102 1,662 150,000 SH   DFND 1,2 150,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 40,035 1,200,800 SH   DFND 1,2 1,200,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 401,050 2,500,000 SH Call DFND 1,2 2,500,000 0 0
SALIX PHARMACEUTICALS INC NOTE 1.500% 3/1 795435AE6 18,019 15,000,000 PRN   DFND 1,2 15,000,000 0 0
SANDISK CORP COM 80004C101 394,153 6,450,945 SH   DFND 1,2 6,450,945 0 0
SANOFI SPONSORED ADR 80105N105 43,526 845,000 SH   DFND 1,2 845,000 0 0
SHERWIN WILLIAMS CO COM 824348106 23,488 133,000 SH   DFND 1,2 133,000 0 0
STATE STR CORP COM 857477103 176,067 2,700,000 SH   DFND 1,2 2,700,000 0 0
TESORO CORP COM 881609101 111,244 2,126,229 SH   DFND 1,2 2,126,229 0 0
TIBCO SOFTWARE INC COM 88632Q103 113,662 5,310,061 SH   DFND 1,2 5,310,061 0 0
TIME WARNER INC COM NEW 887317303 33,936 586,922 SH   DFND 1,2 586,922 0 0
T-MOBILE US INC COM 872590104 145,271 5,855,346 SH   DFND 1,2 5,855,346 0 0
TOLL BROTHERS INC COM 889478103 6,102 187,000 SH   DFND 1,2 187,000 0 0
TRIPADVISOR INC COM 896945201 55,725 915,471 SH   DFND 1,2 915,471 0 0
TUMI HLDGS INC COM 89969Q104 9,720 405,000 SH   DFND 1,2 405,000 0 0
TURQUOISE HILL RES LTD COM 900435108 25,404 4,283,905 SH   DFND 1,2 4,283,905 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 194,911 6,933,856 SH   DFND 1,2 6,933,856 0 0
VERIFONE SYS INC COM 92342Y109 44,318 2,636,401 SH   DFND 1,2 2,636,401 0 0
VIACOM INC NEW CL B 92553P201 45,732 672,231 SH   DFND 1,2 672,231 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 114,248 11,356,650 SH   DFND 1,2 11,356,650 0 0
VISA INC COM CL A 92826C839 406,726 2,225,588 SH   DFND 1,2 2,225,588 0 0
WYNN RESORTS LTD COM 983134107 153,436 1,199,000 SH   DFND 1,2 1,199,000 0 0
XUEDA ED GROUP SPONSORED ADR 98418W109 879 270,380 SH   DFND 1,2 270,380 0 0
YANDEX N V SHS CLASS A N97284108 73,126 2,644,692 SH   DFND 1,2 2,644,692 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 3,147 164,000 SH   DFND 1,2 164,000 0 0
ZOETIS INC CL A 98978V103 90,044 2,915,000 SH   DFND 1,2 2,915,000 0 0