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 26,887 163,000 SH Put DFND 2 163,000 0 0
3M CO COM 88579Y101 14,351 87,000 SH Put DFND 1,3 87,000 0 0
ACTAVIS PLC SHS G0083B108 102,410 344,097 SH   DFND 2 344,097 0 0
ACTAVIS PLC SHS G0083B108 54,660 183,658 SH   DFND 1,3 183,658 0 0
ADVISORY BRD CO COM 00762W107 34,343 644,581 SH   DFND 2 644,581 0 0
ADVISORY BRD CO COM 00762W107 18,341 344,237 SH   DFND 1,3 344,237 0 0
AETNA INC NEW COM 00817Y108 56,567 531,000 SH   DFND 2 531,000 0 0
AETNA INC NEW COM 00817Y108 30,191 283,400 SH   DFND 1,3 283,400 0 0
AIR PRODS & CHEMS INC COM 009158106 66,049 436,603 SH   DFND 2 436,603 0 0
AIR PRODS & CHEMS INC COM 009158106 35,268 233,130 SH   DFND 1,3 233,130 0 0
ALLSTATE CORP COM 020002101 34,756 488,358 SH   DFND 2 488,358 0 0
ALLSTATE CORP COM 020002101 18,552 260,666 SH   DFND 1,3 260,666 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 1,770 137,563 SH   DFND 2 137,563 0 0
ALTISOURCE PORTFOLIO SOLNS S REG SHS L0175J104 945 73,423 SH   DFND 1,3 73,423 0 0
AMAZON COM INC COM 023135106 31,854 85,607 SH   DFND 2 85,607 0 0
AMAZON COM INC COM 023135106 17,002 45,693 SH   DFND 1,3 45,693 0 0
ARAMARK COM 03852U106 75,433 2,384,867 SH   DFND 2 2,384,867 0 0
ARAMARK COM 03852U106 40,268 1,273,100 SH   DFND 1,3 1,273,100 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 33,135 576,556 SH   DFND 2 576,556 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 17,680 307,634 SH   DFND 1,3 307,634 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 25,993 204,700 SH   DFND 2 204,700 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 13,904 109,500 SH   DFND 1,3 109,500 0 0
B/E AEROSPACE INC COM 073302101 39,808 625,714 SH   DFND 2 625,714 0 0
B/E AEROSPACE INC COM 073302101 21,253 334,055 SH   DFND 1,3 334,055 0 0
BAXTER INTL INC COM 071813109 18,296 267,100 SH   DFND 2 267,100 0 0
BAXTER INTL INC COM 071813109 9,775 142,700 SH   DFND 1,3 142,700 0 0
BERRY PLASTICS GROUP INC COM 08579W103 37,413 1,033,785 SH   DFND 2 1,033,785 0 0
BERRY PLASTICS GROUP INC COM 08579W103 19,973 551,880 SH   DFND 1,3 551,880 0 0
BOSTON PRIVATE FINL HLDGS IN COM 101119105 5,896 485,293 SH   DFND 2 485,293 0 0
BOSTON PRIVATE FINL HLDGS IN COM 101119105 3,148 259,100 SH   DFND 1,3 259,100 0 0
BROOKDALE SR LIVING INC COM 112463104 37,836 1,002,015 SH   DFND 2 1,002,015 0 0
BROOKDALE SR LIVING INC COM 112463104 20,194 534,794 SH   DFND 1,3 534,794 0 0
CABELAS INC COM 126804301 20,656 368,996 SH   DFND 2 368,996 0 0
CABELAS INC COM 126804301 11,022 196,900 SH   DFND 1,3 196,900 0 0
CARTER INC COM 146229109 45,109 487,827 SH   DFND 2 487,827 0 0
CARTER INC COM 146229109 24,076 260,366 SH   DFND 1,3 260,366 0 0
CF INDS HLDGS INC COM 125269100 31,892 112,422 SH   DFND 2 112,422 0 0
CF INDS HLDGS INC COM 125269100 17,063 60,149 SH   DFND 1,3 60,149 0 0
CITIGROUP INC COM NEW 172967424 95,456 1,852,799 SH   DFND 2 1,852,799 0 0
CITIGROUP INC COM NEW 172967424 50,938 988,700 SH   DFND 1,3 988,700 0 0
CITIZENS FINL GROUP INC COM 174610105 114,555 4,747,408 SH   DFND 2 4,747,408 0 0
CITIZENS FINL GROUP INC COM 174610105 61,145 2,534,000 SH   DFND 1,3 2,534,000 0 0
CITY NATL CORP COM 178566105 20,055 225,137 SH   DFND 2 225,137 0 0
CITY NATL CORP COM 178566105 10,708 120,212 SH   DFND 1,3 120,212 0 0
COMCAST CORP NEW CL A 20030N101 73,324 1,298,459 SH   DFND 2 1,298,459 0 0
COMCAST CORP NEW CL A 20030N101 39,135 693,030 SH   DFND 1,3 693,030 0 0
CONSTELLATION BRANDS INC CL A 21036P108 31,635 272,219 SH   DFND 2 272,219 0 0
CONSTELLATION BRANDS INC CL A 21036P108 16,880 145,251 SH   DFND 1,3 145,251 0 0
CORELOGIC INC COM 21871D103 95,466 2,706,723 SH   DFND 2 2,706,723 0 0
CORELOGIC INC COM 21871D103 50,953 1,444,652 SH   DFND 1,3 1,444,652 0 0
CVS HEALTH CORP COM 126650100 47,673 461,900 SH   DFND 2 461,900 0 0
CVS HEALTH CORP COM 126650100 25,431 246,400 SH   DFND 1,3 246,400 0 0
DANAHER CORP DEL COM 235851102 70,752 833,354 SH   DFND 2 833,354 0 0
DANAHER CORP DEL COM 235851102 37,761 444,767 SH   DFND 1,3 444,767 0 0
DEERE & CO COM 244199105 12,575 143,400 SH Call DFND 2 143,400 0 0
DEERE & CO COM 244199105 6,717 76,600 SH Call DFND 1,3 76,600 0 0
DOLLAR TREE INC COM 256746108 65,198 803,475 SH   DFND 2 803,475 0 0
DOLLAR TREE INC COM 256746108 34,794 428,790 SH   DFND 1,3 428,790 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 125,871 4,408,014 SH   DFND 2 4,408,014 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 67,189 2,352,973 SH   DFND 1,3 2,352,973 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 72,951 1,902,230 SH   DFND 2 1,902,230 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 38,943 1,015,468 SH   DFND 1,3 1,015,468 0 0
FACEBOOK INC CL A 30303M102 48,548 590,500 SH   DFND 2 590,500 0 0
FACEBOOK INC CL A 30303M102 25,914 315,200 SH   DFND 1,3 315,200 0 0
FIRST AMERN FINL CORP COM 31847R102 16,106 451,409 SH   DFND 2 451,409 0 0
FIRST AMERN FINL CORP COM 31847R102 8,597 240,940 SH   DFND 1,3 240,940 0 0
GLOBAL PMTS INC COM 37940X102 135,149 1,474,133 SH   DFND 2 1,474,133 0 0
GLOBAL PMTS INC COM 37940X102 72,134 786,805 SH   DFND 1,3 786,805 0 0
GNC HLDGS INC COM CL A 36191G107 78,974 1,609,424 SH   DFND 2 1,609,424 0 0
GNC HLDGS INC COM CL A 36191G107 42,130 858,576 SH   DFND 1,3 858,576 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 25,977 138,200 SH   DFND 2 138,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 13,872 73,800 SH   DFND 1,3 73,800 0 0
GRUBHUB INC COM 400110102 22,699 500,085 SH   DFND 2 500,085 0 0
GRUBHUB INC COM 400110102 12,118 266,975 SH   DFND 1,3 266,975 0 0
HD SUPPLY HLDGS INC COM 40416M105 50,935 1,634,905 SH   DFND 2 1,634,905 0 0
HD SUPPLY HLDGS INC COM 40416M105 27,186 872,604 SH   DFND 1,3 872,604 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 27,390 465,100 SH   DFND 2 465,100 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 14,634 248,500 SH   DFND 1,3 248,500 0 0
ICICI BK LTD ADR 45104G104 15,298 1,476,657 SH   DFND 2 1,476,657 0 0
ICICI BK LTD ADR 45104G104 8,166 788,235 SH   DFND 1,3 788,235 0 0
IMS HEALTH HLDGS INC COM 44970B109 40,422 1,493,250 SH   DFND 2 1,493,250 0 0
IMS HEALTH HLDGS INC COM 44970B109 21,579 797,159 SH   DFND 1,3 797,159 0 0
JANUS CAP GROUP INC COM 47102X105 30,787 1,791,000 SH   DFND 2 1,791,000 0 0
JANUS CAP GROUP INC COM 47102X105 16,432 955,900 SH   DFND 1,3 955,900 0 0
KATE SPADE & CO COM 485865109 98,637 2,954,092 SH   DFND 2 2,954,092 0 0
KATE SPADE & CO COM 485865109 52,643 1,576,608 SH   DFND 1,3 1,576,608 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 10,628 406,582 SH   DFND 2 406,582 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 5,668 216,843 SH   DFND 1,3 216,843 0 0
KLX INC COM 482539103 20,465 531,019 SH   DFND 2 531,019 0 0
KLX INC COM 482539103 10,924 283,435 SH   DFND 1,3 283,435 0 0
KRAFT FOODS GROUP INC COM 50076Q106 26,074 299,300 SH   DFND 2 299,300 0 0
KRAFT FOODS GROUP INC COM 50076Q106 13,930 159,900 SH   DFND 1,3 159,900 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 112,157 889,500 SH   DFND 2 889,500 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 59,893 475,000 SH   DFND 1,3 475,000 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 57,120 1,359,672 SH   DFND 2 1,359,672 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 30,479 725,521 SH   DFND 1,3 725,521 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 24,351 766,011 SH   DFND 2 766,011 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 13,000 408,948 SH   DFND 1,3 408,948 0 0
MARATHON PETE CORP COM 56585A102 115,003 1,123,186 SH   DFND 2 1,123,186 0 0
MARATHON PETE CORP COM 56585A102 61,373 599,400 SH   DFND 1,3 599,400 0 0
MCKESSON CORP COM 58155Q103 59,325 262,268 SH   DFND 2 262,268 0 0
MCKESSON CORP COM 58155Q103 31,664 139,981 SH   DFND 1,3 139,981 0 0
MEDIA GEN INC NEW COM 58441K100 806 48,900 SH   DFND 2 48,900 0 0
MEDIA GEN INC NEW COM 58441K100 430 26,100 SH   DFND 1,3 26,100 0 0
MENS WEARHOUSE INC COM 587118100 77,066 1,476,358 SH   DFND 2 1,476,358 0 0
MENS WEARHOUSE INC COM 587118100 41,134 788,006 SH   DFND 1,3 788,006 0 0
METHANEX CORP COM 59151K108 97,296 1,816,233 SH   DFND 2 1,816,233 0 0
METHANEX CORP COM 59151K108 51,929 969,360 SH   DFND 1,3 969,360 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 60,838 925,300 SH   DFND 2 925,300 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 32,454 493,600 SH   DFND 1,3 493,600 0 0
NCR CORP NEW COM 62886E108 28,707 972,780 SH   DFND 2 972,780 0 0
NCR CORP NEW COM 62886E108 15,328 519,433 SH   DFND 1,3 519,433 0 0
NEFF CORP COM CL A 640094207 3,436 326,000 SH   DFND 2 326,000 0 0
NEFF CORP COM CL A 640094207 1,834 174,000 SH   DFND 1,3 174,000 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 80,876 3,465,122 SH   DFND 2 3,465,122 0 0
NORTHSTAR ASSET MGMT GROUP I COM 66705Y104 43,162 1,849,266 SH   DFND 1,3 1,849,266 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 38,333 2,115,500 SH   DFND 2 2,115,500 0 0
NORTHSTAR RLTY FIN CORP COM NEW 66704R704 20,459 1,129,100 SH   DFND 1,3 1,129,100 0 0
OMNICARE INC COM 681904108 17,894 232,204 SH   DFND 2 232,204 0 0
OMNICARE INC COM 681904108 9,555 123,991 SH   DFND 1,3 123,991 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 16,023 2,046,388 SH   DFND 2 2,046,388 0 0
OREXIGEN THERAPEUTICS INC COM 686164104 8,551 1,092,142 SH   DFND 1,3 1,092,142 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 22,388 872,478 SH   DFND 2 872,478 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 11,951 465,760 SH   DFND 1,3 465,760 0 0
REGIONS FINL CORP NEW COM 7591EP100 69,258 7,328,936 SH   DFND 2 7,328,936 0 0
REGIONS FINL CORP NEW COM 7591EP100 36,967 3,911,806 SH   DFND 1,3 3,911,806 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 33,326 867,647 SH   DFND 2 867,647 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 17,779 462,883 SH   DFND 1,3 462,883 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 30,175 1,304,000 SH Call DFND 2 1,304,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 16,105 696,000 SH Call DFND 1,3 696,000 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 75,342 3,255,899 SH   DFND 2 3,255,899 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 40,210 1,737,677 SH   DFND 1,3 1,737,677 0 0
SEMGROUP CORP CL A 81663A105 54,672 672,142 SH   DFND 2 672,142 0 0
SEMGROUP CORP CL A 81663A105 29,181 358,758 SH   DFND 1,3 358,758 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 35,287 614,214 SH   DFND 2 614,214 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 18,829 327,746 SH   DFND 1,3 327,746 0 0
SIGNET JEWELERS LIMITED SHS G81276100 84,791 610,932 SH   DFND 2 610,932 0 0
SIGNET JEWELERS LIMITED SHS G81276100 45,256 326,077 SH   DFND 1,3 326,077 0 0
STAPLES INC COM 855030102 26,545 1,630,000 SH Call DFND 2 1,630,000 0 0
STAPLES INC COM 855030102 14,168 870,000 SH Call DFND 1,3 870,000 0 0
STAPLES INC COM 855030102 20,611 1,265,667 SH   DFND 2 1,265,667 0 0
STAPLES INC COM 855030102 10,999 675,400 SH   DFND 1,3 675,400 0 0
STATE BK FINL CORP COM 856190103 15,061 717,200 SH   DFND 2 717,200 0 0
STATE BK FINL CORP COM 856190103 8,039 382,800 SH   DFND 1,3 382,800 0 0
STIFEL FINL CORP COM 860630102 20,138 361,219 SH   DFND 2 361,219 0 0
STIFEL FINL CORP COM 860630102 10,758 192,972 SH   DFND 1,3 192,972 0 0
SUNEDISON INC COM 86732Y109 36,817 1,534,036 SH   DFND 2 1,534,036 0 0
SUNEDISON INC COM 86732Y109 19,649 818,688 SH   DFND 1,3 818,688 0 0
SVB FINL GROUP COM 78486Q101 43,362 341,322 SH   DFND 2 341,322 0 0
SVB FINL GROUP COM 78486Q101 23,144 182,178 SH   DFND 1,3 182,178 0 0
SYNOVUS FINL CORP COM NEW 87161C501 6,486 231,569 SH   DFND 2 231,569 0 0
SYNOVUS FINL CORP COM NEW 87161C501 3,457 123,431 SH   DFND 1,3 123,431 0 0
TERRAFORM PWR INC CL A COM 88104R100 44,014 1,205,522 SH   DFND 2 1,205,522 0 0
TERRAFORM PWR INC CL A COM 88104R100 23,496 643,540 SH   DFND 1,3 643,540 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 73,987 1,187,590 SH   DFND 2 1,187,590 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 39,486 633,810 SH   DFND 1,3 633,810 0 0
TIME WARNER CABLE INC COM 88732J207 15,123 100,900 SH   DFND 2 100,900 0 0
TIME WARNER CABLE INC COM 88732J207 8,109 54,100 SH   DFND 1,3 54,100 0 0
TIME WARNER INC COM NEW 887317303 25,876 306,437 SH   DFND 2 306,437 0 0
TIME WARNER INC COM NEW 887317303 13,801 163,442 SH   DFND 1,3 163,442 0 0
TRUECAR INC COM 89785L107 6,498 364,019 SH   DFND 2 364,019 0 0
TRUECAR INC COM 89785L107 3,470 194,381 SH   DFND 1,3 194,381 0 0
UNISYS CORP COM NEW 909214306 12,183 524,882 SH   DFND 2 524,882 0 0
UNISYS CORP COM NEW 909214306 6,504 280,234 SH   DFND 1,3 280,234 0 0
UNITED TECHNOLOGIES CORP COM 913017109 28,386 242,204 SH   DFND 2 242,204 0 0
UNITED TECHNOLOGIES CORP COM 913017109 15,151 129,276 SH   DFND 1,3 129,276 0 0
VALERO ENERGY CORP NEW COM 91913Y100 102,136 1,605,400 SH   DFND 2 1,605,400 0 0
VALERO ENERGY CORP NEW COM 91913Y100 54,503 856,700 SH   DFND 1,3 856,700 0 0
VOYA FINL INC COM 929089100 10,053 233,200 SH   DFND 2 233,200 0 0
VOYA FINL INC COM 929089100 5,367 124,500 SH   DFND 1,3 124,500 0 0
WAYFAIR INC CL A 94419L101 21,133 657,934 SH   DFND 2 657,934 0 0
WAYFAIR INC CL A 94419L101 11,286 351,377 SH   DFND 1,3 351,377 0 0
WISDOMTREE INVTS INC COM 97717P104 19,970 930,580 SH   DFND 2 930,580 0 0
WISDOMTREE INVTS INC COM 97717P104 10,665 496,960 SH   DFND 1,3 496,960 0 0
XL GROUP PLC SHS G98290102 51,281 1,393,500 SH   DFND 2 1,393,500 0 0
XL GROUP PLC SHS G98290102 27,372 743,800 SH   DFND 1,3 743,800 0 0
YAHOO INC COM 984332106 63,969 1,439,600 SH   DFND 2 1,439,600 0 0
YAHOO INC COM 984332106 34,144 768,400 SH   DFND 1,3 768,400 0 0
ZOETIS INC CL A 98978V103 24,673 533,000 SH   DFND 2 533,000 0 0
ZOETIS INC CL A 98978V103 13,170 284,500 SH   DFND 1,3 284,500 0 0