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
APPLE INC COM 037833100 100,750 1,000,000 SH Call DFND 1, 2, 3, 4 1,000,000 0 0
ACTAVIS PLC SHS G0083B108 439,802 1,822,786 SH   DFND 1, 2, 3, 4 1,822,786 0 0
ALCOBRA LTD SHS M2239P109 2,548 165,000 SH Call DFND 1, 2, 3, 4 165,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 923,445 10,393,300 SH   DFND 1, 2, 3, 4 10,393,300 0 0
ALLIANT TECHSYSTEMS INC COM 018804104 251,273 1,968,609 SH   DFND 1, 2, 3, 4 1,968,609 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 6,140 2,475,794 SH   DFND 1, 2, 3, 4 2,475,794 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 30,655 864,000 SH   DFND 1, 2, 3, 4 864,000 0 0
ANADARKO PETE CORP COM 032511107 125,096 1,233,198 SH   DFND 1, 2, 3, 4 1,233,198 0 0
APPLE INC COM 037833100 861,046 8,546,364 SH   DFND 1, 2, 3, 4 8,546,364 0 0
BAIDU INC SPON ADR REP A 056752108 150,251 688,500 SH   DFND 1, 2, 3, 4 688,500 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 21,954 1,540,600 SH   DFND 1, 2, 3, 4 1,540,600 0 0
BASIC ENERGY SVCS INC NEW COM 06985P100 6,507 300,000 SH   DFND 1, 2, 3, 4 300,000 0 0
BEST BUY INC COM 086516101 85,419 2,543,000 SH   DFND 1, 2, 3, 4 2,543,000 0 0
BOB EVANS FARMS INC COM 096761101 94,680 2,000,000 SH   DFND 1, 2, 3, 4 2,000,000 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 8,573 3,810,130 SH   DFND 1, 2, 3, 4 3,810,130 0 0
CENTRAL EUROPEAN MEDIA NOTE 5.000%11/1 153443AH9 12,188 12,500,000 PRN   DFND 1, 2, 3 12,500,000 0 0
CIMAREX ENERGY CO COM 171798101 105,146 831,000 SH   DFND 1, 2, 3, 4 831,000 0 0
CITIZENS FINL GROUP INC COM 174610105 54,967 2,347,000 SH   DFND 1, 2, 3, 4 2,347,000 0 0
COMERICA INC COM 200340107 52,462 1,052,196 SH   DFND 1, 2, 3, 4 1,052,196 0 0
COSAN LTD SHS A G25343107 11,140 1,035,300 SH   DFND 1, 2, 3, 4 1,035,300 0 0
CREDICORP LTD COM G2519Y108 60,054 391,512 SH   DFND 1, 2, 3, 4 391,512 0 0
DIAMONDBACK ENERGY INC COM 25278X109 109,150 1,459,612 SH   DFND 1, 2, 3, 4 1,459,612 0 0
DIRECTV COM 25490A309 60,547 699,800 SH   DFND 1, 2, 3, 4 699,800 0 0
DISCOVER FINL SVCS COM 254709108 43,575 676,734 SH   DFND 1, 2, 3, 4 676,734 0 0
DOLLAR TREE INC COM 256746108 116,469 2,077,200 SH   DFND 1, 2, 3, 4 2,077,200 0 0
DOW CHEM CO COM 260543103 432,635 8,250,100 SH   DFND 1, 2, 3, 4 8,250,100 0 0
EBAY INC COM 278642103 8,495 150,000 SH   DFND 1, 2, 3, 4 150,000 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 3,530 90,000 SH   DFND 1, 2, 3 90,000 0 0
ENDO INTL PLC SHS G30401106 110,461 1,616,350 SH   DFND 1, 2, 3, 4 1,616,350 0 0
EOG RES INC COM 26875P101 252,203 2,546,994 SH   DFND 1, 2, 3, 4 2,546,994 0 0
ESSENT GROUP LTD COM G3198U102 1,499 70,000 SH   DFND 1, 2, 3, 4 70,000 0 0
ISHARES MSCI BRZ CAP ETF 464286400 21,725 500,000 SH Call DFND 1, 2, 3, 4 500,000 0 0
FACEBOOK INC CL A 30303M102 211,851 2,680,300 SH   DFND 1, 2, 3, 4 2,680,300 0 0
FIREEYE INC COM 31816Q101 10,085 330,000 SH   DFND 1, 2, 3, 4 330,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 168,270 1,184,000 SH   DFND 1, 2, 3, 4 1,184,000 0 0
FOOT LOCKER INC COM 344849104 6,081 109,281 SH   DFND 1, 2, 3, 4 109,281 0 0
FX ENERGY INC COM 302695101 2,072 681,691 SH   DFND 1, 2, 3 681,691 0 0
GRUPO AVAL ACCIONES Y VALORE SPONSORED ADS 40053W101 71,374 5,267,462 SH   DFND 1, 2, 3, 4 5,267,462 0 0
GULFPORT ENERGY CORP COM NEW 402635304 50,159 939,300 SH   DFND 1, 2, 3, 4 939,300 0 0
HALLIBURTON CO COM 406216101 86,740 1,344,600 SH   DFND 1, 2, 3, 4 1,344,600 0 0
HYPERDYNAMICS CORP COM NEW 448954206 202 112,498 SH   DFND 1, 2, 3 112,498 0 0
IMPERIAL HLDGS INC COM 452834104 10,643 1,650,000 SH   DFND 1, 2, 3 1,650,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 35,451 2,222,607 SH   DFND 1, 2, 3, 4 2,222,607 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 55,979 287,000 SH   DFND 1, 2, 3, 4 287,000 0 0
ISHARES ALL PERU CAP ETF 464289842 1,548 45,200 SH   DFND 1, 2, 3 45,200 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 33,007 2,378,049 SH   DFND 1, 2, 3, 4 2,378,049 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 31,292 1,097,200 SH   DFND 1, 2, 3, 4 1,097,200 0 0
MARKET VECTORS ETF TR INDIA SMALL CP 57061R551 5,248 118,900 SH   DFND 1, 2, 3, 4 118,900 0 0
MARKIT LTD SHS G58249106 3,036 130,000 SH   DFND 1, 2, 3 130,000 0 0
MASTERCARD INC CL A 57636Q104 142,939 1,933,698 SH   DFND 1, 2, 3, 4 1,933,698 0 0
MGIC INVT CORP WIS COM 552848103 80,838 10,350,600 SH   DFND 1, 2, 3, 4 10,350,600 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 170,586 2,389,498 SH   DFND 1, 2, 3, 4 2,389,498 0 0
MICRON TECHNOLOGY INC COM 595112103 178,905 5,221,987 SH   DFND 1, 2, 3, 4 5,221,987 0 0
MICROSOFT CORP COM 594918104 79,932 1,724,150 SH   DFND 1, 2, 3, 4 1,724,150 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 26,961 2,377,513 SH   DFND 1, 2, 3, 4 2,377,513 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 6,625 5,000,000 SH   DFND 1, 2, 3 5,000,000 0 0
MYLAN INC COM 628530107 147,703 3,246,932 SH   DFND 1, 2, 3, 4 3,246,932 0 0
NAVISTAR INTL CORP NEW COM 63934E108 159,241 4,838,683 SH   DFND 1, 2, 3, 4 4,838,683 0 0
NOKIA CORP SPONSORED ADR 654902204 183,838 21,730,263 SH   DFND 1, 2, 3, 4 21,730,263 0 0
OI S.A. SPONSORED ADR 670851104 26,105 35,277,235 SH   DFND 1, 2, 3, 4 35,277,235 0 0
OI S.A. SPN ADR REP PFD 670851203 40,909 58,440,791 SH   DFND 1, 2, 3, 4 58,440,791 0 0
OIL STS INTL INC COM 678026105 14,485 234,000 SH   DFND 1, 2, 3, 4 234,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 8,810 500,000 SH   DFND 1, 2, 3, 4 500,000 0 0
PANERA BREAD CO CL A 69840W108 47,962 294,750 SH   DFND 1, 2, 3, 4 294,750 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 63,531 4,477,200 SH   DFND 1, 2, 3, 4 4,477,200 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 4,646 312,000 SH   DFND 1, 2, 3, 4 312,000 0 0
POLARIS INDS INC COM 731068102 42,143 281,350 SH   DFND 1, 2, 3, 4 281,350 0 0
POST HLDGS INC COM 737446104 16,311 491,600 SH   DFND 1, 2, 3, 4 491,600 0 0
PRECISION CASTPARTS CORP COM 740189105 79,328 334,885 SH   DFND 1, 2, 3, 4 334,885 0 0
QUALCOMM INC COM 747525103 34,805 465,500 SH   DFND 1, 2, 3, 4 465,500 0 0
RADIAN GROUP INC COM 750236101 53,526 3,753,600 SH   DFND 1, 2, 3, 4 3,753,600 0 0
SANDISK CORP COM 80004C101 296,397 3,026,000 SH   DFND 1, 2, 3, 4 3,026,000 0 0
SOUTHWEST AIRLS CO COM 844741108 65,993 1,954,200 SH   DFND 1, 2, 3, 4 1,954,200 0 0
SVB FINL GROUP COM 78486Q101 19,672 175,500 SH   DFND 1, 2, 3, 4 175,500 0 0
T-MOBILE US INC COM 872590104 167,970 5,818,146 SH   DFND 1, 2, 3, 4 5,818,146 0 0
TEMPUR SEALY INTL INC COM 88023U101 3,832 68,214 SH   DFND 1, 2, 3, 4 68,214 0 0
PRICELINE GRP INC COM NEW 741503403 140,072 120,900 SH   DFND 1, 2, 3, 4 120,900 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 59,290 2,262,964 SH   DFND 1, 2, 3, 4 2,262,964 0 0
TIME WARNER INC COM NEW 887317303 93,636 1,245,000 SH   DFND 1, 2, 3, 4 1,245,000 0 0
TOKAI PHARMACEUTICALS INC COM 88907J107 4,603 304,000 SH   DFND 1, 2, 3, 4 304,000 0 0
TOWERS WATSON & CO CL A 891894107 55,014 552,900 SH   DFND 1, 2, 3, 4 552,900 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 4,938 300,000 SH   DFND 1, 2, 3 300,000 0 0
TUMI HLDGS INC COM 89969Q104 20,350 1,000,000 SH   DFND 1, 2, 3, 4 1,000,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 58,238 592,513 SH   DFND 1, 2, 3, 4 592,513 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 226,321 6,933,856 SH   DFND 1, 2, 3 6,933,856 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 74,273 392,960 SH   DFND 1, 2, 3, 4 392,960 0 0
VOYA FINL INC COM 929089100 68,425 1,750,000 SH   DFND 1, 2, 3, 4 1,750,000 0 0
WALTER INVT MGMT CORP NOTE 4.500%11/0 93317WAA0 4,213 5,000,000 PRN   DFND 1, 2, 3, 4 5,000,000 0 0
DISNEY WALT CO COM DISNEY 254687106 105,275 1,182,461 SH   DFND 1, 2, 3, 4 1,182,461 0 0
WALTER INVT MGMT CORP COM 93317W102 19,481 887,528 SH   DFND 1, 2, 3, 4 887,528 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 92,132 4,205,000 SH   DFND 1, 2, 3, 4 4,205,000 0 0
XUEDA ED GROUP SPONSORED ADR 98418W109 787 270,380 SH   DFND 1, 2, 3 270,380 0 0
YAHOO INC COM 984332106 306,652 7,525,194 SH   DFND 1, 2, 3, 4 7,525,194 0 0
YANDEX N V SHS CLASS A N97284108 19,151 689,000 SH   DFND 1, 2, 3, 4 689,000 0 0