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 128,672 2,436,500 SH   DFND 1, 2 ,3, 4 2,436,500 0 0
ALLIANT TECHSYSTEMS INC COM 018804104 40,213 330,485 SH   DFND 1, 2 ,3, 4 330,485 0 0
ALLSTATE CORP COM 020002101 80,012 1,467,035 SH   DFND 1, 2 ,3, 4 1,467,035 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 1,355 45,000 SH   DFND 1, 2 ,3, 4 45,000 0 0
AMAZON COM INC COM 023135106 441,979 1,108,301 SH   DFND 1, 2 ,3, 4 1,108,301 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 17,424 1,210,000 SH   DFND 1, 2 ,3, 4 1,210,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 89,593 1,755,000 SH   DFND 1, 2 ,3, 4 1,755,000 0 0
AMGEN INC COM 031162100 184,091 1,613,700 SH   DFND 1, 2 ,3, 4 1,613,700 0 0
ANADARKO PETE CORP COM 032511107 100,150 1,262,607 SH   DFND 1, 2 ,3, 4 1,262,607 0 0
ANTERO RES CORP COM 03674X106 10,468 165,000 SH   DFND 1, 2 ,3, 4 165,000 0 0
APPLE INC COM 037833100 870,049 1,550,835 SH   DFND 1, 2 ,3, 4 1,550,835 0 0
APPLE INC COM 037833100 84,153 150,000 SH Call DFND 1, 2 ,3, 4 150,000 0 0
ARCELORMITTAL SA LUXEMBOURG MAND CV NT 16 L0302D178 93,012 3,577,400 PRN   DFND 1, 2 ,3 3,577,400 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 732 20,000 SH   DFND 1, 2 ,3 20,000 0 0
AVIS BUDGET GROUP COM 53774105 23,863 590,373 SH   DFND 1, 2 ,3, 4 590,373 0 0
BAIDU INC SPON ADR REP A 056752108 231,760 1,302,900 SH   DFND 1, 2 ,3, 4 1,302,900 0 0
BERRY PLASTICS GROUP INC COM 08579W103 29,067 1,221,800 SH   DFND 1, 2 ,3 1,221,800 0 0
BLOCK H & R INC COM 093671105 15,740 542,000 SH   DFND 1, 2 ,3, 4 542,000 0 0
BRUNSWICK CORP COM 117043109 15,062 327,000 SH   DFND 1, 2 ,3, 4 327,000 0 0
BUFFALO WILD WINGS INC COM 119848109 21,388 145,300 SH   DFND 1, 2 ,3, 4 145,300 0 0
CAMELOT INFORMATION SYS INC ADS RP ORD SHS 13322V105 2,705 1,352,259 SH   DFND 1, 2 ,3 1,352,259 0 0
CARTER INC COM 146229109 5,169 72,000 SH   DFND 1, 2 ,3, 4 72,000 0 0
CEMEX SAB DE CV NOTE 3.750% 3/1 P2253THW2 67,813 50,000,000 PRN   DFND 1, 2 ,3 50,000,000 0 0
CENTRAL EUROPEAN MEDIA ENTRP CL A NEW G20045202 3,435 894,558 SH   DFND 1, 2 ,3 894,558 0 0
CENTRAL EUROPEAN MEDIA NOTE 5.00% 11/1 153443AH9 11,242 12,500,000 PRN   DFND 1, 2 ,3 12,500,000 0 0
CIMAREX ENERGY CO COM 171798101 3,200 30,500 SH   DFND 1, 2 ,3, 4 30,500 0 0
CITIGROUP INC COM NEW 172967424 214,313 4,112,700 SH   DFND 1, 2 ,3, 4 4,112,700 0 0
COBALT INTL ENERGY INC COM 19075F106 20,276 1,232,606 SH   DFND 1, 2 ,3 1,232,606 0 0
COCA COLA CO COM 191216100 31,396 760,000 SH   DFND 1, 2 ,3, 4 760,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 164,769 1,631,700 SH   DFND 1, 2 ,3, 4 1,631,700 0 0
COMCAST CORP NEW CL A 20030N101 60,020 1,155,000 SH   DFND 1, 2 ,3, 4 1,155,000 0 0
COMERICA INC COM 200340107 81,103 1,706,000 SH   DFND 1, 2 ,3, 4 1,706,000 0 0
CONCHO RES INC COM 20605P101 63,483 587,801 SH   DFND 1, 2 ,3, 4 587,801 0 0
CONSOL ENERGY INC COM 20854P109 9,130 240,000 SH   DFND 1, 2 ,3, 4 240,000 0 0
DENDREON CORP COM 24823Q107 8,162 2,729,800 SH   DFND 1, 2 ,3 2,729,800 0 0
DIAMONDBACK ENERGY INC COM 25278X109 31,227 590,500 SH   DFND 1, 2 ,3 590,500 0 0
DISCOVER FINL SVCS COM 254709108 167,291 2,990,000 SH   DFND 1, 2 ,3, 4 2,990,000 0 0
DISNEY WALT CO COM DISNEY 254687106 207,866 2,720,761 SH   DFND 1, 2 ,3, 4 2,720,761 0 0
DOW CHEM CO COM 260543103 32,856 740,000 SH   DFND 1, 2 ,3, 4 740,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 28,978 601,203 SH   DFND 1, 2 ,3 601,203 0 0
DURATA THERAPEUTICS INC COM 26658A107 15,202 1,188,571 SH   DFND 1, 2 ,3 1,188,571 0 0
EBAY INC COM 278642103 698,099 12,723,932 SH   DFND 1, 2 ,3, 4 12,723,932 0 0
EMBRAER S A SP ADR REP 4 COM 29082A107 2,896 90,000 SH   DFND 1, 2 ,3 90,000 0 0
EMCOR GROUP INC COM 29084Q100 22,718 535,300 SH   DFND 1, 2 ,3, 4 535,300 0 0
ENDO HEALTH SOLUTIONS INC COM 29264F205 48,807 723,500 SH   DFND 1, 2 ,3, 4 723,500 0 0
ENERGEN CORP COM 29265N108 2,830 40,000 SH   DFND 1, 2 ,3, 4 40,000 0 0
EOG RES INC COM 26875P101 122,322 728,800 SH   DFND 1, 2 ,3, 4 728,800 0 0
ESSENT GROUP LTD COM G3198U102 1,684 70,000 SH   DFND 1, 2 ,3, 4 70,000 0 0
EVERTEC INC COM 30040P103 36,963 1,498,896 SH   DFND 1, 2 ,3, 4 1,498,896 0 0
FACEBOOK INC CL A 30303M102 504,312 9,228,200 SH   DFND 1, 2 ,3, 4 9,228,200 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 78,609 670,900 SH   DFND 1, 2 ,3, 4 670,900 0 0
FOOT LOCKER INC COM 344849104 177,072 4,272,981 SH   DFND 1, 2 ,3, 4 4,272,981 0 0
FRESH MKT INC COM 35804H106 16,808 415,000 SH   DFND 1, 2 ,3, 4 415,000 0 0
FX ENERGY INC COM 302695101 2,196 600,000 SH   DFND 1, 2 ,3 600,000 0 0
GENERAL ELECTRIC CO COM 369604103 136,610 4,873,700 SH   DFND 1, 2 ,3, 4 4,873,700 0 0
GOOGLE INC CL A 38259P508 574,677 512,779 SH   DFND 1, 2 ,3, 4 512,779 0 0
GRANA Y MONTERO S A A SPONSORED ADR 38500P208 129,326 6,091,644 SH   DFND 1, 2 ,3, 4 6,091,644 0 0
HD SUPPLY HLDGS INC COM 40416M105 80,512 3,353,252 SH   DFND 1, 2 ,3, 4 3,353,252 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 63,021 2,202,000 SH   DFND 1, 2 ,3, 4 2,202,000 0 0
HOME DEPOT INC COM 437076102 5,476 66,500 SH   DFND 1, 2 ,3, 4 66,500 0 0
HYPERDYNAMICS CORP COM NEW 448954206 458 112,498 SH   DFND 1, 2 ,3 112,498 0 0
ICICI BK LTD ADR 45104G104 12,285 330,500 SH   DFND 1, 2 ,3, 4 330,500 0 0
IMPERIAL HLDGS INC COM 452834104 11,445 1,750,000 SH   DFND 1, 2 ,3 1,750,000 0 0
INGERSOLL-RAND PLC SHS G47791101 109,631 1,779,726 SH   DFND 1, 2 ,3, 4 1,779,726 0 0
INTERMUNE INC NOTE 2.500%12/1 45884XAF0 2,746 2,000,000 PRN   DFND 1, 2 ,3 2,000,000 0 0
JANUS CAP GROUP INC NOTE 3.250% 7/1 47102XAG0 518 500,000 PRN   DFND 2 ,3 500,000 0 0
JPMORGAN CHASE & CO COM 46625H100 301,602 5,157,352 SH   DFND 1, 2 ,3, 4 5,157,352 0 0
KOHLS CORP COM 500255104 10,357 182,500 SH   DFND 1, 2 ,3, 4 182,500 0 0
LAS VEGAS SANDS CORP COM 517834107 685,750 8,694,682 SH   DFND 1, 2 ,3, 4 8,694,682 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 20,474 230,042 SH   DFND 1, 2 ,3, 4 230,042 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 40,617 481,700 SH   DFND 1, 2 ,3, 4 481,700 0 0
LINCOLN NATL CORP IND COM 534187109 49,679 962,400 SH   DFND 1, 2 ,3, 4 962,400 0 0
LOWES COS INC COM 548661107 61,541 1,242,000 SH   DFND 1, 2 ,3, 4 1,242,000 0 0
MARATHON PETE CORP COM 56585A102 16,970 185,000 SH   DFND 1, 2 ,3, 4 185,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 11,504 800,000 SH   DFND 1, 2 ,3, 4 800,000 0 0
MELCO CROWN ENTMT LTD ADR 585464100 182,927 4,664,117 SH   DFND 1, 2 ,3, 4 4,664,117 0 0
METLIFE INC COM 59156R108 127,898 2,372,000 SH   DFND 1, 2 ,3, 4 2,372,000 0 0
MGIC INVT CORP WIS COM 552848103 86,709 10,273,600 SH   DFND 1, 2 ,3, 4 10,273,600 0 0
MGIC INVT CORP WIS NOTE 2.000% 4/0 552848AE3 6,927 5,000,000 PRN   DFND 1, 2 ,3, 4 5,000,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 138,675 1,708,032 SH   DFND 1, 2 ,3, 4 1,708,032 0 0
MICRON TECHNOLOGY INC COM 595112103 502,601 23,108,072 SH   DFND 1, 2 ,3, 4 23,108,072 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 34,078 1,927,513 SH   DFND 1, 2 ,3, 4 1,927,513 0 0
NATIONAL BK HLDGS CORP CL A 633707104 19,613 916,500 SH   DFND 1, 2 ,3 916,500 0 0
NAVISTAR INTL CORP NEW COM 63934E108 192,930 5,051,833 SH   DFND 1, 2 ,3, 4 5,051,833 0 0
NEWS CORP NEW CL A 65249B109 2,577 142,991 SH   DFND 1, 2 ,3, 4 142,991 0 0
NIKE INC CL B 654106103 383,286 4,873,929 SH   DFND 1, 2 ,3, 4 4,873,929 0 0
NOBLE ENERGY INC COM 655044105 15,352 225,400 SH   DFND 1, 2 ,3, 4 225,400 0 0
NOKIA CORP SPONSORED ADR 654902204 74,184 9,147,263 SH   DFND 1, 2 ,3, 4 9,147,263 0 0
PDC ENERGY INC COM 69327R101 4,130 77,600 SH   DFND 1, 2 ,3, 4 77,600 0 0
PENN NATL GAMING INC COM 707569109 14,479 1,010,400 SH   DFND 1, 2 ,3, 4 1,010,400 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 29,728 2,157,300 SH   DFND 1, 2 ,3, 4 2,157,300 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 7,933 540,000 SH   DFND 1, 2 ,3, 4 540,000 0 0
PIONEER NAT RES CO COM 723787107 24,941 135,500 SH   DFND 1, 2 ,3, 4 135,500 0 0
POLARIS INDS INC COM 731068102 1,762 12,100 SH   DFND 1, 2 ,3, 4 12,100 0 0
PRECISION CASTPARTS CORP COM 740189105 130,745 485,500 SH   DFND 1, 2 ,3, 4 485,500 0 0
PRICELINE COM INC COM NEW 741503403 528,932 455,034 SH   DFND 1, 2 ,3, 4 455,034 0 0
PRUDENTIAL FINL INC COM 744320102 169,004 1,832,623 SH   DFND 1, 2 ,3, 4 1,832,623 0 0
PVH Corp COM 693656100 10,406 76,500 SH   DFND 1, 2 ,3, 4 76,500 0 0
QUNAR CAYMAN IS LTD SPNS ADR CL B 74906P104 1,327 50,000 SH   DFND 1, 2 ,3, 4 50,000 0 0
RADIAN GROUP INC COM 750236101 63,138 4,471,500 SH   DFND 1, 2 ,3, 4 4,471,500 0 0
RDA MICROELECTRONICS INC SPONSORED ADR 749394102 2,682 150,000 SH   DFND 1, 2 ,3 150,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 37,941 800,100 SH   DFND 1, 2 ,3, 4 800,100 0 0
SANDISK CORP COM 80004C101 563,702 7,991,245 SH   DFND 1, 2 ,3, 4 7,991,245 0 0
SEAWORLD ENTMT INC COM 81282V100 21,578 750,000 SH   DFND 1, 2 ,3, 4 750,000 0 0
SINA CORP ORD G81477104 38,250 454,000 SH   DFND 1, 2 ,3, 4 454,000 0 0
SPRINGLEAF HLDGS INC COM 85172J101 5,056 200,000 SH   DFND 1, 2 ,3 200,000 0 0
STATE STR CORP COM 857477103 88,523 1,206,200 SH   DFND 1, 2 ,3, 4 1,206,200 0 0
TEMPUR SEALY INTL INC COM 88023U101 35,113 650,714 SH   DFND 1, 2 ,3, 4 650,714 0 0
TESORO CORP COM 881609101 85,167 1,455,851 SH   DFND 1, 2 ,3, 4 1,455,851 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 35,593 1,356,437 SH   DFND 1, 2 ,3, 4 1,356,437 0 0
TIME WARNER CABLE INC COM 88732J207 200,049 1,476,374 SH   DFND 1, 2 ,3, 4 1,476,374 0 0
TIME WARNER INC COM NEW 887317303 17,773 254,922 SH   DFND 1, 2 ,3, 4 254,922 0 0
T-MOBILE US INC COM 872590104 276,818 8,228,846 SH   DFND 1, 2 ,3, 4 8,228,846 0 0
TOWERS WATSON & CO CL A 891894107 20,864 163,500 SH   DFND 1, 2 ,3, 4 163,500 0 0
TUMI HLDGS INC COM 89969Q104 9,133 405,000 SH   DFND 1, 2 ,3, 4 405,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 20,116 571,966 SH   DFND 1, 2 ,3, 4 571,966 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 38,367 397,500 SH   DFND 1, 2 ,3, 4 397,500 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 238,247 6,933,856 SH   DFND 1, 2 ,3 6,933,856 0 0
URBAN OUTFITTERS INC COM 917047102 52,534 1,416,000 SH   DFND 1, 2 ,3, 4 1,416,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 41,262 818,700 SH   DFND 1, 2 ,3, 4 818,700 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,518 36,900 SH   DFND 1, 2 ,3, 4 36,900 0 0
VEEVA SYS INC CL A COM 922475108 3,011 93,800 SH   DFND 1, 2 ,3, 4 93,800 0 0
VIACOM INC NEW CL B 92553P201 41,681 477,231 SH   DFND 1, 2 ,3, 4 477,231 0 0
VIMPELCOM LTD SPONSORED ADR 92719A106 117,711 9,096,650 SH   DFND 1, 2 ,3, 4 9,096,650 0 0
VISA INC COM CL A 92826C839 344,461 1,546,888 SH   DFND 1, 2 ,3, 4 1,546,888 0 0
WALTER INVT MGMT CORP COM 93317W102 28,497 805,900 SH   DFND 1, 2 ,3, 4 805,900 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422 62,435 3,580,000 SH   DFND 1, 2 ,3, 4 3,580,000 0 0
WYNN RESORTS LTD COM 983134107 232,955 1,199,500 SH   DFND 1, 2 ,3, 4 1,199,500 0 0
XOOM CORP COM 98419Q101 34,815 1,272,000 SH   DFND 1, 2 ,3, 4 1,272,000 0 0
XUEDA ED GROUP SPONSORED ADR 98418W109 1,657 270,380 SH   DFND 1, 2 ,3 270,380 0 0
YAHOO INC COM 984332106 21,838 540,000 SH   DFND 1, 2 ,3, 4 540,000 0 0
YANDEX N V SHS CLASS A N97284108 110,796 2,567,692 SH   DFND 1, 2 ,3, 4 2,567,692 0 0
YELP INC CL A 985817105 58,621 850,200 SH   DFND 1, 2 ,3, 4 850,200 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 69,878 2,120,074 SH   DFND 1, 2 ,3, 4 2,120,074 0 0