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
ACTAVIS PLC SHS G0083B108 106,344 476,770 SH   DFND 1, 2, 3, 4 476,770 0 0
ALLIANT TECHSYSTEMS INC COM 018804104 263,302 1,966,110 SH   DFND 1, 2, 3, 4 1,966,110 0 0
AMERICAN EXPRESS CO COM 025816109 66,086 696,600 SH   DFND 1, 2, 3, 4 696,600 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 121,146 2,219,600 SH   DFND 1, 2, 3, 4 2,219,600 0 0
AMTRUST FINL SVCS INC COM 032359309 12,376 296,000 SH   DFND 1, 2, 3, 4 296,000 0 0
ANADARKO PETE CORP COM 032511107 156,783 1,432,198 SH   DFND 1, 2, 3, 4 1,432,198 0 0
APPLE INC COM 037833100 610,197 6,566,200 SH   DFND 1, 2, 3, 4 6,566,200 0 0
BAIDU INC SPON ADR REP A 056752108 99,869 534,600 SH   DFND 1, 2, 3, 4 534,600 0 0
BEST BUY INC COM 086516101 21,862 705,000 SH   DFND 1, 2, 3, 4 705,000 0 0
BLOCK H & R INC COM 093671105 35,419 1,056,660 SH   DFND 1, 2, 3, 4 1,056,660 0 0
BRUNSWICK CORP COM 117043109 14,547 345,300 SH   DFND 1, 2, 3, 4 345,300 0 0
CANADIAN NAT RES LTD COM 136385101 266,133 5,793,087 SH   DFND 1, 2, 3, 4 5,793,087 0 0
CENTRAL EUROPEAN MEDIA NOTE 5.000%11/1 153443AH9 12,391 12,500,000 PRN   DFND 1, 2, 3 12,500,000 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 10,215 3,622,335 SH   DFND 1, 2, 3, 4 3,622,335 0 0
CIMAREX ENERGY CO COM 171798101 86,765 604,800 SH   DFND 1, 2, 3, 4 604,800 0 0
COMERICA INC COM 200340107 124,803 2,488,100 SH   DFND 1, 2, 3, 4 2,488,100 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 11,810 1,000,000 SH   DFND 1, 2, 3, 4 1,000,000 0 0
CONCHO RES INC COM 20605P101 39,882 276,000 SH   DFND 1, 2, 3, 4 276,000 0 0
COSAN LTD SHS A G25343107 11,302 833,500 SH   DFND 1, 2, 3, 4 833,500 0 0
CREDICORP LTD COM G2519Y108 55,613 357,712 SH   DFND 1, 2, 3, 4 357,712 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 78,466 2,026,500 SH   DFND 1, 2, 3, 4 2,026,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 107,778 1,213,712 SH   DFND 1, 2, 3, 4 1,213,712 0 0
DIRECTV COM 25490A309 115,954 1,364,000 SH   DFND 1, 2, 3, 4 1,364,000 0 0
DISCOVER FINL SVCS COM 254709108 67,968 1,096,610 SH   DFND 1, 2, 3, 4 1,096,610 0 0
DISNEY WALT CO COM DISNEY 254687106 173,191 2,019,961 SH   DFND 1, 2, 3, 4 2,019,961 0 0
DOW CHEM CO COM 260543103 472,048 9,173,100 SH   DFND 1, 2, 3, 4 9,173,100 0 0
EBAY INC COM 278642103 208,301 4,161,027 SH   DFND 1, 2, 3, 4 4,161,027 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 3,279 90,000 SH   DFND 1, 2, 3 90,000 0 0
ENDO INTL PLC SHS G30401106 106,161 1,516,150 SH   DFND 1, 2, 3, 4 1,516,150 0 0
EOG RES INC COM 26875P101 330,807 2,830,794 SH   DFND 1, 2, 3, 4 2,830,794 0 0
ESSENT GROUP LTD COM G3198U102 1,406 70,000 SH   DFND 1, 2, 3, 4 70,000 0 0
FACEBOOK INC CL A 30303M102 172,350 2,561,300 SH   DFND 1, 2, 3, 4 2,561,300 0 0
FIFTH THIRD BANCORP COM 316773100 39,796 1,864,000 SH   DFND 1, 2, 3, 4 1,864,000 0 0
FIVE BELOW INC COM 33829M101 6,286 157,500 SH   DFND 1, 2, 3, 4 157,500 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 159,069 1,206,900 SH   DFND 1, 2, 3, 4 1,206,900 0 0
FOOT LOCKER INC COM 344849104 68,958 1,359,581 SH   DFND 1, 2, 3, 4 1,359,581 0 0
FOREST LABS INC COM 345838106 199,406 2,014,200 SH   DFND 1, 2, 3, 4 2,014,200 0 0
FX ENERGY INC COM 302695101 2,461 681,691 SH   DFND 1, 2, 3 681,691 0 0
GOOGLE INC CL A 38259P508 44,164 75,537 SH   DFND 1, 2, 3, 4 75,537 0 0
GOOGLE INC CL C 38259P706 94,770 164,737 SH   DFND 1, 2, 3, 4 164,737 0 0
GRANA Y MONTERO S A A SPONSORED ADR 38500P208 36,809 2,040,428 SH   DFND 1, 2, 3, 4 2,040,428 0 0
GULFPORT ENERGY CORP COM NEW 402635304 105,190 1,675,000 SH   DFND 1, 2, 3, 4 1,675,000 0 0
HALLIBURTON CO COM 406216101 121,910 1,716,800 SH   DFND 1, 2, 3, 4 1,716,800 0 0
HD SUPPLY HLDGS INC COM 40416M105 34,051 1,199,384 SH   DFND 1, 2, 3, 4 1,199,384 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 39,760 849,200 SH   DFND 1, 2, 3, 4 849,200 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 10,999 392,400 SH   DFND 1, 2, 3, 4 392,400 0 0
HYPERDYNAMICS CORP COM NEW 448954206 366 112,498 SH   DFND 1, 2, 3 112,498 0 0
ICICI BK LTD ADR 45104G104 13,528 271,100 SH   DFND 1, 2, 3, 4 271,100 0 0
IMPERIAL HLDGS INC COM 452834104 11,253 1,650,000 SH   DFND 1, 2, 3 1,650,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 17,762 1,148,907 SH   DFND 1, 2, 3, 4 1,148,907 0 0
ISHARES ALL PERU CAP ETF 464289842 1,608 45,200 SH   DFND 1, 2, 3 45,200 0 0
ISHARES MSCI BRZ CAP ETF 464286400 28,955 606,000 SH   DFND 1, 2, 3, 4 606,000 0 0
ISHARES MSCI EMG MKT ETF 464287234 159,951 3,700,000 SH   DFND 1, 2, 3, 4 3,700,000 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 2,966 206,249 SH   DFND 1, 2, 3, 4 206,249 0 0
JANUS CAP GROUP INC NOTE 3.250% 7/1 47102XAG0 504 500,000 PRN   DFND 2, 3 500,000 0 0
JPMORGAN CHASE & CO COM 46625H100 20,801 361,000 SH   DFND 1, 2, 3, 4 361,000 0 0
JUMEI INTL HLDG LTD SPONSORED ADR 48138L107 6,256 230,000 SH   DFND 1, 2, 3, 4 230,000 0 0
MARATHON PETE CORP COM 56585A102 41,689 534,000 SH   DFND 1, 2, 3, 4 534,000 0 0
MARKET VECTORS ETF TR INDIA SMALL CP 57061R551 19,054 368,900 SH   DFND 1, 2, 3, 4 368,900 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 11,464 800,000 SH   DFND 1, 2, 3, 4 800,000 0 0
MASTERCARD INC CL A 57636Q104 95,070 1,294,000 SH   DFND 1, 2, 3, 4 1,294,000 0 0
MELCO CROWN ENTMT LTD ADR 585464100 11,606 325,000 SH   DFND 1, 2, 3, 4 325,000 0 0
METLIFE INC COM 59156R108 237,602 4,276,500 SH   DFND 1, 2, 3, 4 4,276,500 0 0
MGIC INVT CORP WIS COM 552848103 97,950 10,600,600 SH   DFND 1, 2, 3, 4 10,600,600 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 7,469 5,000,000 PRN   DFND 1, 2, 3 5,000,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 163,099 1,839,798 SH   DFND 1, 2, 3, 4 1,839,798 0 0
MICRON TECHNOLOGY INC COM 595112103 441,272 13,392,159 SH   DFND 1, 2, 3, 4 13,392,159 0 0
MICROSOFT CORP COM 594918104 204,190 4,896,650 SH   DFND 1, 2, 3, 4 4,896,650 0 0
MOHAWK INDS INC COM 608190104 48,087 347,600 SH   DFND 1, 2, 3, 4 347,600 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 28,720 2,377,513 SH   DFND 1, 2, 3, 4 2,377,513 0 0
MYLAN INC COM 628530107 380,327 7,376,404 SH   DFND 1, 2, 3, 4 7,376,404 0 0
NAVISTAR INTL CORP NEW COM 63934E108 185,836 4,958,283 SH   DFND 1, 2, 3, 4 4,958,283 0 0
NOKIA CORP SPONSORED ADR 654902204 170,200 22,513,263 SH   DFND 1, 2, 3, 4 22,513,263 0 0
NXP SEMICONDUCTORS N V COM N6596X109 32,825 496,000 SH   DFND 1, 2, 3, 4 496,000 0 0
OI S.A. SPONSORED ADR 670851104 34,005 35,165,429 SH   DFND 1, 2, 3, 4 35,165,429 0 0
OI S.A. SPN ADR REP PFD 670851203 53,520 62,369,930 SH   DFND 1, 2, 3, 4 62,369,930 0 0
OIL STS INTL INC COM 678026105 14,997 234,000 SH   DFND 1, 2, 3, 4 234,000 0 0
PANERA BREAD CO CL A 69840W108 9,484 63,300 SH   DFND 1, 2, 3, 4 63,300 0 0
PARSLEY ENERGY INC CL A 701877102 12,882 535,200 SH   DFND 1, 2, 3 535,200 0 0
PATTERSON UTI ENERGY INC COM 703481101 15,933 456,000 SH   DFND 1, 2, 3, 4 456,000 0 0
PERRIGO CO PLC SHS G97822103 19,678 135,000 SH   DFND 1, 2, 3, 4 135,000 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 90,370 6,177,000 SH   DFND 1, 2, 3, 4 6,177,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 22,675 1,449,800 SH   DFND 1, 2, 3, 4 1,449,800 0 0
PIONEER NAT RES CO COM 723787107 42,789 186,195 SH   DFND 1, 2, 3, 4 186,195 0 0
POLARIS INDS INC COM 731068102 45,825 351,850 SH   DFND 1, 2, 3, 4 351,850 0 0
POST HLDGS INC COM 737446104 30,648 602,000 SH   DFND 1, 2, 3, 4 602,000 0 0
PRECISION CASTPARTS CORP COM 740189105 97,233 385,235 SH   DFND 1, 2, 3, 4 385,235 0 0
PRUDENTIAL FINL INC COM 744320102 154,591 1,741,473 SH   DFND 1, 2, 3, 4 1,741,473 0 0
RADIAN GROUP INC COM 750236101 88,882 6,001,500 SH   DFND 1, 2, 3, 4 6,001,500 0 0
RDA MICROELECTRONICS INC SPONSORED ADR 749394102 2,567 150,000 SH   DFND 1, 2, 3 150,000 0 0
RICE ENERGY INC COM 762760106 2,284 75,000 SH   DFND 1, 2, 3 75,000 0 0
SANDISK CORP COM 80004C101 431,283 4,129,880 SH   DFND 1, 2, 3, 4 4,129,880 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 492,692 4,922,000 SH   DFND 1, 2, 3, 4 4,922,000 0 0
SOUTHWEST AIRLS CO COM 844741108 40,054 1,491,200 SH   DFND 1, 2, 3, 4 1,491,200 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 106,141 1,290,000 SH   DFND 1, 2, 3, 4 1,290,000 0 0
SVB FINL GROUP COM 78486Q101 20,467 175,500 SH   DFND 1, 2, 3, 4 175,500 0 0
TEMPUR SEALY INTL INC COM 88023U101 24,144 404,414 SH   DFND 1, 2, 3, 4 404,414 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 60,669 2,089,864 SH   DFND 1, 2, 3, 4 2,089,864 0 0
TIME INC NEW COM 887228104 2,710 111,873 SH   DFND 1, 2, 3, 4 111,873 0 0
TIME WARNER INC COM NEW 887317303 62,874 895,000 SH   DFND 1, 2, 3, 4 895,000 0 0
T-MOBILE US INC COM 872590104 214,870 6,391,146 SH   DFND 1, 2, 3, 4 6,391,146 0 0
TOWERS WATSON & CO CL A 891894107 62,632 600,900 SH   DFND 1, 2, 3, 4 600,900 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 222,577 6,933,856 SH   DFND 1, 2, 3 6,933,856 0 0
VALERO ENERGY CORP NEW COM 91913Y100 33,442 667,500 SH   DFND 1, 2, 3, 4 667,500 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 94,886 2,200,000 SH   DFND 1, 2, 3, 4 2,200,000 0 0
VIACOM INC NEW CL B 92553P201 47,970 553,100 SH   DFND 1, 2, 3, 4 553,100 0 0
WALGREEN CO COM 931422109 29,570 398,900 SH   DFND 1, 2, 3, 4 398,900 0 0
WALTER INVT MGMT CORP NOTE 4.500%11/0 93317WAA0 4,653 5,000,000 PRN   DFND 1, 2, 3, 4 5,000,000 0 0
WALTER INVT MGMT CORP COM 93317W102 26,431 887,528 SH   DFND 1, 2, 3, 4 887,528 0 0
WESTERN UN CO COM 959802109 121,306 6,995,733 SH   DFND 1, 2, 3, 4 6,995,733 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 79,881 3,555,000 SH   DFND 1, 2, 3, 4 3,555,000 0 0
WYNN RESORTS LTD COM 983134107 10,482 50,500 SH   DFND 1, 2, 3, 4 50,500 0 0
XUEDA ED GROUP SPONSORED ADR 98418W109 1,203 270,380 SH   DFND 1, 2, 3 270,380 0 0
YELP INC CL A 985817105 41,660 543,300 SH   DFND 1, 2, 3, 4 543,300 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 129,071 3,949,555 SH   DFND 1, 2, 3, 4 3,949,555 0 0