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
3M CO COM 88579Y101 22,258 157,000 SH Put DFND 2 157,000 0 0
3M CO COM 88579Y101 11,058 78,000 SH Put DFND 1,3 78,000 0 0
ABBVIE INC COM 00287Y109 8,869 163,000 SH   DFND 2 163,000 0 0
ABBVIE INC COM 00287Y109 4,407 81,000 SH   DFND 1,3 81,000 0 0
AETNA INC NEW COM 00817Y108 75,816 692,956 SH   DFND 2 692,956 0 0
AETNA INC NEW COM 00817Y108 37,687 344,460 SH   DFND 1,3 344,460 0 0
AIR PRODS & CHEMS INC COM 009158106 78,510 615,381 SH   DFND 2 615,381 0 0
AIR PRODS & CHEMS INC COM 009158106 39,029 305,919 SH   DFND 1,3 305,919 0 0
ALLERGAN PLC SHS G0177J108 106,944 393,450 SH   DFND 2 393,450 0 0
ALLERGAN PLC SHS G0177J108 53,152 195,550 SH   DFND 1,3 195,550 0 0
ALLSTATE CORP COM 020002101 23,474 403,048 SH   DFND 2 403,048 0 0
ALLSTATE CORP COM 020002101 11,664 200,276 SH   DFND 1,3 200,276 0 0
ALLY FINL INC COM 02005N100 27,245 1,336,861 SH   DFND 2 1,336,861 0 0
ALLY FINL INC COM 02005N100 13,547 664,739 SH   DFND 1,3 664,739 0 0
AMERIPRISE FINL INC COM 03076C106 27,110 248,417 SH   DFND 2 248,417 0 0
AMERIPRISE FINL INC COM 03076C106 13,474 123,470 SH   DFND 1,3 123,470 0 0
ARAMARK COM 03852U106 137,145 4,627,019 SH   DFND 2 4,627,019 0 0
ARAMARK COM 03852U106 68,161 2,299,642 SH   DFND 1,3 2,299,642 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 37,613 787,871 SH   DFND 2 787,871 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 18,686 391,409 SH   DFND 1,3 391,409 0 0
B/E AEROSPACE INC COM 073302101 28,523 649,726 SH   DFND 2 649,726 0 0
B/E AEROSPACE INC COM 073302101 14,170 322,774 SH   DFND 1,3 322,774 0 0
BIOGEN INC COM 09062X103 35,789 122,645 SH   DFND 2 122,645 0 0
BIOGEN INC COM 09062X103 17,787 60,955 SH   DFND 1,3 60,955 0 0
BLOCK H & R INC COM 093671105 71,643 1,979,084 SH   DFND 2 1,979,084 0 0
BLOCK H & R INC COM 093671105 35,609 983,666 SH   DFND 1,3 983,666 0 0
BROOKDALE SR LIVING INC COM 112463104 26,770 1,165,956 SH   DFND 2 1,165,956 0 0
BROOKDALE SR LIVING INC COM 112463104 13,310 579,706 SH   DFND 1,3 579,706 0 0
CARDINAL HEALTH INC COM 14149Y108 20,351 264,921 SH   DFND 2 264,921 0 0
CARDINAL HEALTH INC COM 14149Y108 10,123 131,772 SH   DFND 1,3 131,772 0 0
CATERPILLAR INC DEL COM 149123101 12,445 190,400 SH Call DFND 2 190,400 0 0
CATERPILLAR INC DEL COM 149123101 6,183 94,600 SH Call DFND 1,3 94,600 0 0
CITIZENS FINL GROUP INC COM 174610105 50,533 2,117,905 SH   DFND 2 2,117,905 0 0
CITIZENS FINL GROUP INC COM 174610105 25,111 1,052,449 SH   DFND 1,3 1,052,449 0 0
COMCAST CORP NEW CL A 20030N101 45,190 794,487 SH   DFND 2 794,487 0 0
COMCAST CORP NEW CL A 20030N101 22,469 395,022 SH   DFND 1,3 395,022 0 0
CONAGRA FOODS INC COM 205887102 33,911 837,100 SH   DFND 2 837,100 0 0
CONAGRA FOODS INC COM 205887102 16,856 416,100 SH   DFND 1,3 416,100 0 0
CONSTELLATION BRANDS INC CL A 21036P108 111,022 886,689 SH   DFND 2 886,689 0 0
CONSTELLATION BRANDS INC CL A 21036P108 55,179 440,695 SH   DFND 1,3 440,695 0 0
CORELOGIC INC COM 21871D103 59,524 1,598,809 SH   DFND 2 1,598,809 0 0
CORELOGIC INC COM 21871D103 29,589 794,756 SH   DFND 1,3 794,756 0 0
CVS HEALTH CORP COM 126650100 66,376 687,973 SH   DFND 2 687,973 0 0
CVS HEALTH CORP COM 126650100 32,973 341,760 SH   DFND 1,3 341,760 0 0
DANAHER CORP DEL COM 235851102 78,702 923,624 SH   DFND 2 923,624 0 0
DANAHER CORP DEL COM 235851102 39,119 459,086 SH   DFND 1,3 459,086 0 0
DOLLAR TREE INC COM 256746108 54,454 816,885 SH   DFND 2 816,885 0 0
DOLLAR TREE INC COM 256746108 27,054 405,845 SH   DFND 1,3 405,845 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 74,679 2,836,264 SH   DFND 2 2,836,264 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 37,115 1,409,603 SH   DFND 1,3 1,409,603 0 0
EDGEWELL PERS CARE CO COM 28035Q102 28,870 353,800 SH   DFND 2 353,800 0 0
EDGEWELL PERS CARE CO COM 28035Q102 14,355 175,921 SH   DFND 1,3 175,921 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 37,149 261,300 SH   DFND 2 261,300 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 18,460 129,847 SH   DFND 1,3 129,847 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 64,104 1,742,436 SH   DFND 2 1,742,436 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 31,871 866,288 SH   DFND 1,3 866,288 0 0
EXPEDIA INC DEL COM NEW 30212P303 50,991 433,302 SH   DFND 2 433,302 0 0
EXPEDIA INC DEL COM NEW 30212P303 25,337 215,300 SH   DFND 1,3 215,300 0 0
EXPRESS INC COM 30219E103 16,241 908,831 SH   DFND 2 908,831 0 0
EXPRESS INC COM 30219E103 8,070 451,569 SH   DFND 1,3 451,569 0 0
FACEBOOK INC CL A 30303M102 37,816 420,640 SH   DFND 2 420,640 0 0
FACEBOOK INC CL A 30303M102 18,786 208,960 SH   DFND 1,3 208,960 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 22,422 1,113,870 SH   DFND 2 1,113,870 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 11,143 553,530 SH   DFND 1,3 553,530 0 0
GLOBAL PMTS INC COM 37940X102 116,433 1,014,843 SH   DFND 2 1,014,843 0 0
GLOBAL PMTS INC COM 37940X102 57,858 504,298 SH   DFND 1,3 504,298 0 0
GNC HLDGS INC COM CL A 36191G107 71,322 1,764,513 SH   DFND 2 1,764,513 0 0
GNC HLDGS INC COM CL A 36191G107 35,444 876,893 SH   DFND 1,3 876,893 0 0
GOOGLE INC CL C 38259P706 54,507 89,588 SH   DFND 2 89,588 0 0
GOOGLE INC CL C 38259P706 27,092 44,528 SH   DFND 1,3 44,528 0 0
GREAT WESTN BANCORP INC COM 391416104 19,845 782,236 SH   DFND 2 782,236 0 0
GREAT WESTN BANCORP INC COM 391416104 9,864 388,800 SH   DFND 1,3 388,800 0 0
HD SUPPLY HLDGS INC COM 40416M105 58,174 2,032,651 SH   DFND 2 2,032,651 0 0
HD SUPPLY HLDGS INC COM 40416M105 28,916 1,010,349 SH   DFND 1,3 1,010,349 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 46,275 757,490 SH   DFND 2 757,490 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 23,000 376,500 SH   DFND 1,3 376,500 0 0
IMS HEALTH HLDGS INC COM 44970B109 66,711 2,292,467 SH   DFND 2 2,292,467 0 0
IMS HEALTH HLDGS INC COM 44970B109 33,153 1,139,295 SH   DFND 1,3 1,139,295 0 0
KATE SPADE & CO COM 485865109 73,968 3,870,640 SH   DFND 2 3,870,640 0 0
KATE SPADE & CO COM 485865109 36,763 1,923,738 SH   DFND 1,3 1,923,738 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 9,233 416,452 SH   DFND 2 416,452 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 4,589 206,973 SH   DFND 1,3 206,973 0 0
KLX INC COM 482539103 22,810 638,208 SH   DFND 2 638,208 0 0
KLX INC COM 482539103 11,338 317,235 SH   DFND 1,3 317,235 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 103,529 954,452 SH   DFND 2 954,452 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 51,448 474,307 SH   DFND 1,3 474,307 0 0
LEGG MASON INC COM 524901105 19,931 479,000 SH   DFND 2 479,000 0 0
LEGG MASON INC COM 524901105 9,907 238,100 SH   DFND 1,3 238,100 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 55,723 1,358,442 SH   DFND 2 1,358,442 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 27,684 674,902 SH   DFND 1,3 674,902 0 0
LINKEDIN CORP COM CL A 53578A108 54,623 287,295 SH   DFND 2 287,295 0 0
LINKEDIN CORP COM CL A 53578A108 27,147 142,782 SH   DFND 1,3 142,782 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 24,983 299,700 SH   DFND 2 299,700 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 12,404 148,800 SH   DFND 1,3 148,800 0 0
MCDONALDS CORP COM 580135101 47,381 480,879 SH   DFND 2 480,879 0 0
MCDONALDS CORP COM 580135101 23,549 239,000 SH   DFND 1,3 239,000 0 0
MCKESSON CORP COM 58155Q103 56,069 303,029 SH   DFND 2 303,029 0 0
MCKESSON CORP COM 58155Q103 27,867 150,608 SH   DFND 1,3 150,608 0 0
MENS WEARHOUSE INC COM 587118100 62,061 1,459,571 SH   DFND 2 1,459,571 0 0
MENS WEARHOUSE INC COM 587118100 30,847 725,472 SH   DFND 1,3 725,472 0 0
METHANEX CORP COM 59151K108 74,018 2,232,144 SH   DFND 2 2,232,144 0 0
METHANEX CORP COM 59151K108 36,780 1,109,163 SH   DFND 1,3 1,109,163 0 0
NETSCOUT SYS INC COM 64115T104 28,144 795,697 SH   DFND 2 795,697 0 0
NETSCOUT SYS INC COM 64115T104 13,990 395,534 SH   DFND 1,3 395,534 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 80,669 5,617,626 SH   DFND 2 5,617,626 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 40,095 2,792,147 SH   DFND 1,3 2,792,147 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 46,607 3,773,826 SH   DFND 2 3,773,826 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 23,167 1,875,874 SH   DFND 1,3 1,875,874 0 0
OCWEN FINL CORP COM NEW 675746309 3,933 586,122 SH   DFND 2 586,122 0 0
OCWEN FINL CORP COM NEW 675746309 1,955 291,380 SH   DFND 1,3 291,380 0 0
OCWEN FINL CORP COM NEW 675746309 1,121 167,000 SH Put DFND 2 167,000 0 0
OCWEN FINL CORP COM NEW 675746309 557 83,000 SH Put DFND 1,3 83,000 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 8,683 4,115,175 SH   DFND 2 4,115,175 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 4,315 2,045,242 SH   DFND 1,3 2,045,242 0 0
PERRIGO CO PLC SHS G97822103 28,573 181,679 SH   DFND 2 181,679 0 0
PERRIGO CO PLC SHS G97822103 14,205 90,321 SH   DFND 1,3 90,321 0 0
PHH CORP COM NEW 693320202 28,102 1,990,226 SH   DFND 2 1,990,226 0 0
PHH CORP COM NEW 693320202 13,966 989,100 SH   DFND 1,3 989,100 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 18,591 1,469,640 SH   DFND 2 1,469,640 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 9,240 730,460 SH   DFND 1,3 730,460 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,865 57,800 SH Put DFND 2 57,800 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,912 28,700 SH Put DFND 1,3 28,700 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 27,281 1,336,000 SH Call DFND 2 1,336,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 13,559 664,000 SH Call DFND 1,3 664,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 75,399 3,692,393 SH   DFND 2 3,692,393 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 37,471 1,835,027 SH   DFND 1,3 1,835,027 0 0
SCHWAB CHARLES CORP NEW COM 808513105 31,063 1,087,636 SH   DFND 2 1,087,636 0 0
SCHWAB CHARLES CORP NEW COM 808513105 15,440 540,600 SH   DFND 1,3 540,600 0 0
SEMGROUP CORP CL A 81663A105 33,038 764,066 SH   DFND 2 764,066 0 0
SEMGROUP CORP CL A 81663A105 16,427 379,914 SH   DFND 1,3 379,914 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 37,827 853,110 SH   DFND 2 853,110 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 18,799 423,981 SH   DFND 1,3 423,981 0 0
SIGNET JEWELERS LIMITED SHS G81276100 69,579 511,123 SH   DFND 2 511,123 0 0
SIGNET JEWELERS LIMITED SHS G81276100 34,582 254,038 SH   DFND 1,3 254,038 0 0
SMUCKER J M CO COM NEW 832696405 36,851 323,000 SH   DFND 2 323,000 0 0
SMUCKER J M CO COM NEW 832696405 18,289 160,300 SH   DFND 1,3 160,300 0 0
SPIRIT AIRLS INC COM 848577102 63,895 1,350,846 SH   DFND 2 1,350,846 0 0
SPIRIT AIRLS INC COM 848577102 31,750 671,254 SH   DFND 1,3 671,254 0 0
STAPLES INC COM 855030102 19,589 1,670,000 SH Call DFND 2 1,670,000 0 0
STAPLES INC COM 855030102 9,736 830,000 SH Call DFND 1,3 830,000 0 0
STATE BK FINL CORP COM 856190103 15,196 734,800 SH   DFND 2 734,800 0 0
STATE BK FINL CORP COM 856190103 7,552 365,200 SH   DFND 1,3 365,200 0 0
SVB FINL GROUP COM 78486Q101 18,315 158,518 SH   DFND 2 158,518 0 0
SVB FINL GROUP COM 78486Q101 9,102 78,782 SH   DFND 1,3 78,782 0 0
TERRAFORM GLOBAL INC CL A 88104M101 15,398 2,312,055 SH   DFND 2 2,312,055 0 0
TERRAFORM GLOBAL INC CL A 88104M101 7,651 1,148,784 SH   DFND 1,3 1,148,784 0 0
TERRAFORM PWR INC CL A COM 88104R100 16,837 1,184,027 SH   DFND 2 1,184,027 0 0
TERRAFORM PWR INC CL A COM 88104R100 8,368 588,464 SH   DFND 1,3 588,464 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 95,451 1,690,596 SH   DFND 2 1,690,596 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 47,449 840,404 SH   DFND 1,3 840,404 0 0
TRANSUNION COM 89400J107 23,749 945,431 SH   DFND 2 945,431 0 0
TRANSUNION COM 89400J107 11,808 470,056 SH   DFND 1,3 470,056 0 0
VALERO ENERGY CORP NEW COM 91913Y100 40,784 678,610 SH   DFND 2 678,610 0 0
VALERO ENERGY CORP NEW COM 91913Y100 20,277 337,390 SH   DFND 1,3 337,390 0 0
WAYFAIR INC CL A 94419L101 10,484 299,036 SH   DFND 2 299,036 0 0
WAYFAIR INC CL A 94419L101 5,212 148,664 SH   DFND 1,3 148,664 0 0
WMIH CORP COM 92936P100 93 35,674 SH   DFND 2 35,674 0 0
WMIH CORP COM 92936P100 46 17,746 SH   DFND 1,3 17,746 0 0
XL GROUP PLC SHS G98290102 72,815 2,004,820 SH   DFND 2 2,004,820 0 0
XL GROUP PLC SHS G98290102 36,185 996,280 SH   DFND 1,3 996,280 0 0
YUM BRANDS INC COM 988498101 58,308 729,300 SH   DFND 2 729,300 0 0
YUM BRANDS INC COM 988498101 28,974 362,400 SH   DFND 1,3 362,400 0 0
ZOETIS INC CL A 98978V103 27,812 675,386 SH   DFND 2 675,386 0 0
ZOETIS INC CL A 98978V103 13,821 335,614 SH   DFND 1,3 335,614 0 0