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 45,243 856,714 SH   DFND 2 856,714 0 0
ABBVIE INC COM 00287Y109 25,324 479,539 SH   DFND 1,3 479,539 0 0
ACTAVIS PLC SHS G0083B108 73,959 440,230 SH   DFND 2 440,230 0 0
ACTAVIS PLC SHS G0083B108 41,373 246,270 SH   DFND 1,3 246,270 0 0
AETNA INC NEW COM 00817Y108 38,832 566,149 SH   DFND 2 566,149 0 0
AETNA INC NEW COM 00817Y108 21,735 316,882 SH   DFND 1,3 316,882 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 56,677 991,037 SH   DFND 2 991,037 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 31,750 555,159 SH   DFND 1,3 555,159 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 24,251 182,500 SH   DFND 2 182,500 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 13,581 102,200 SH   DFND 1,3 102,200 0 0
ALLERGAN INC COM 018490102 19,293 173,690 SH   DFND 2 173,690 0 0
ALLERGAN INC COM 018490102 10,821 97,416 SH   DFND 1,3 97,416 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 14,593 55,500 SH   DFND 2 55,500 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 8,203 31,200 SH   DFND 1,3 31,200 0 0
ALLSTATE CORP COM 020002101 26,781 491,038 SH   DFND 2 491,038 0 0
ALLSTATE CORP COM 020002101 14,993 274,900 SH   DFND 1,3 274,900 0 0
ANTERO RES CORP COM 03674X106 5,242 82,625 SH   DFND 2 82,625 0 0
ANTERO RES CORP COM 03674X106 2,688 42,375 SH   DFND 1,3 42,375 0 0
APACHE CORP COM 037411105 8,310 96,690 SH   DFND 2 96,690 0 0
APACHE CORP COM 037411105 4,650 54,110 SH   DFND 1,3 54,110 0 0
APOLLO ED GROUP INC CL A 037604105 19,642 718,964 SH   DFND 2 718,964 0 0
APOLLO ED GROUP INC CL A 037604105 11,008 402,936 SH   DFND 1,3 402,936 0 0
ARENA PHARMACEUTICALS INC COM 040047102 13,701 2,342,027 SH   DFND 2 2,342,027 0 0
ARENA PHARMACEUTICALS INC COM 040047102 1,654 282,800 SH Put DFND 2 282,800 0 0
ARENA PHARMACEUTICALS INC COM 040047102 7,672 1,311,474 SH   DFND 1,3 1,311,474 0 0
ARENA PHARMACEUTICALS INC COM 040047102 927 158,400 SH Put DFND 1,3 158,400 0 0
AUTODESK INC COM 052769106 13,826 274,773 SH   DFND 2 274,773 0 0
AUTODESK INC COM 052769106 7,750 154,022 SH   DFND 1,3 154,022 0 0
BAXTER INTL INC COM 071813109 9,754 140,250 SH   DFND 2 140,250 0 0
BAXTER INTL INC COM 071813109 5,456 78,450 SH   DFND 1,3 78,450 0 0
BEAM INC COM 073730103 20,650 303,402 SH   DFND 2 303,402 0 0
BEAM INC COM 073730103 11,578 170,118 SH   DFND 1,3 170,118 0 0
CBS CORP NEW CL B 124857202 46,576 730,721 SH   DFND 2 730,721 0 0
CBS CORP NEW CL B 124857202 26,064 408,916 SH   DFND 1,3 408,916 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 9,802 71,674 SH   DFND 2 71,674 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 5,486 40,111 SH   DFND 1,3 40,111 0 0
CIGNA CORPORATION COM 125509109 50,584 578,234 SH   DFND 2 578,234 0 0
CIGNA CORPORATION COM 125509109 28,336 323,914 SH   DFND 1,3 323,914 0 0
CITIGROUP INC COM NEW 172967424 69,508 1,333,864 SH   DFND 2 1,333,864 0 0
CITIGROUP INC COM NEW 172967424 38,934 747,153 SH   DFND 1,3 747,153 0 0
CITY NATL CORP COM 178566105 39,499 498,601 SH   DFND 2 498,601 0 0
CITY NATL CORP COM 178566105 22,121 279,235 SH   DFND 1,3 279,235 0 0
COBALT INTL ENERGY INC COM 19075F106 9,130 555,000 SH Call DFND 2 555,000 0 0
COBALT INTL ENERGY INC COM 19075F106 5,121 311,300 SH Call DFND 1,3 311,300 0 0
COMCAST CORP NEW CL A SPL 20030N200 49,976 1,001,934 SH   DFND 2 1,001,934 0 0
COMCAST CORP NEW CL A SPL 20030N200 28,005 561,455 SH   DFND 1,3 561,455 0 0
CONSTELLATION BRANDS INC CL A 21036P108 56,343 800,552 SH   DFND 2 800,552 0 0
CONSTELLATION BRANDS INC CL A 21036P108 31,526 447,945 SH   DFND 1,3 447,945 0 0
CORELOGIC INC COM 21871D103 83,969 2,363,327 SH   DFND 2 2,363,327 0 0
CORELOGIC INC COM 21871D103 47,035 1,323,809 SH   DFND 1,3 1,323,809 0 0
CVS CAREMARK CORPORATION COM 126650100 46,530 650,138 SH   DFND 2 650,138 0 0
CVS CAREMARK CORPORATION COM 126650100 26,059 364,112 SH   DFND 1,3 364,112 0 0
D R HORTON INC COM 23331A109 10,731 480,800 SH   DFND 2 480,800 0 0
D R HORTON INC COM 23331A109 6,009 269,200 SH   DFND 1,3 269,200 0 0
DANAHER CORP DEL COM 235851102 47,208 611,504 SH   DFND 2 611,504 0 0
DANAHER CORP DEL COM 235851102 26,433 342,401 SH   DFND 1,3 342,401 0 0
DISH NETWORK CORP CL A 25470M109 9,406 162,395 SH   DFND 2 162,395 0 0
DISH NETWORK CORP CL A 25470M109 5,261 90,835 SH   DFND 1,3 90,835 0 0
DORAL FINL CORP COM PAR 0.01 25811P852 730 46,611 SH   DFND 2 46,611 0 0
DORAL FINL CORP COM PAR 0.01 25811P852 805 51,389 SH   DFND 1,3 51,389 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 24,751 1,260,240 SH   DFND 2 1,260,240 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 13,859 705,629 SH   DFND 1,3 705,629 0 0
EATON CORP PLC SHS G29183103 25,216 331,271 SH   DFND 2 331,271 0 0
EATON CORP PLC SHS G29183103 14,097 185,200 SH   DFND 1,3 185,200 0 0
EBAY INC COM 278642103 75,372 1,373,779 SH   DFND 2 1,373,779 0 0
EBAY INC COM 278642103 42,200 769,164 SH   DFND 1,3 769,164 0 0
ESSENT GROUP LTD COM G3198U102 2,697 112,100 SH   DFND 2 112,100 0 0
ESSENT GROUP LTD COM G3198U102 1,513 62,900 SH   DFND 1,3 62,900 0 0
EXPEDITORS INTL WASH INC COM 302130109 20,849 471,167 SH   DFND 2 471,167 0 0
EXPEDITORS INTL WASH INC COM 302130109 11,669 263,695 SH   DFND 1,3 263,695 0 0
FIFTH & PAC COS INC COM 316645100 56,638 1,766,069 SH   DFND 2 1,766,069 0 0
FIFTH & PAC COS INC COM 316645100 31,726 989,273 SH   DFND 1,3 989,273 0 0
FIRST AMERN FINL CORP COM 31847R102 12,515 443,796 SH   DFND 2 443,796 0 0
FIRST AMERN FINL CORP COM 31847R102 7,009 248,553 SH   DFND 1,3 248,553 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 12,738 666,918 SH   DFND 2 666,918 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 7,132 373,416 SH   DFND 1,3 373,416 0 0
GENERAL MTRS CO COM 37045V100 13,568 331,984 SH   DFND 2 331,984 0 0
GENERAL MTRS CO COM 37045V100 7,597 185,879 SH   DFND 1,3 185,879 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 18,579 511,949 SH   DFND 2 511,949 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 10,405 286,720 SH   DFND 1,3 286,720 0 0
HCA HOLDINGS INC COM 40412C101 30,600 641,384 SH   DFND 2 641,384 0 0
HCA HOLDINGS INC COM 40412C101 17,152 359,501 SH   DFND 1,3 359,501 0 0
HD SUPPLY HLDGS INC COM 40416M105 27,844 1,159,684 SH   DFND 2 1,159,684 0 0
HD SUPPLY HLDGS INC COM 40416M105 15,590 649,311 SH   DFND 1,3 649,311 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 5,311 238,680 SH   DFND 2 238,680 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 2,699 121,320 SH   DFND 1,3 121,320 0 0
JANUS CAP GROUP INC COM 47102X105 6,657 538,187 SH   DFND 2 538,187 0 0
JANUS CAP GROUP INC COM 47102X105 3,728 301,413 SH   DFND 1,3 301,413 0 0
KAR AUCTION SVCS INC COM 48238T109 26,917 910,913 SH   DFND 2 910,913 0 0
KAR AUCTION SVCS INC COM 48238T109 15,072 510,048 SH   DFND 1,3 510,048 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 29,722 352,486 SH   DFND 2 352,486 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 16,620 197,101 SH   DFND 1,3 197,101 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 19,086 650,298 SH   DFND 2 650,298 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 10,690 364,217 SH   DFND 1,3 364,217 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 52,334 426,905 SH   DFND 2 426,905 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 29,294 238,959 SH   DFND 1,3 238,959 0 0
LPL FINL HLDGS INC COM 50212V100 6,567 139,575 SH   DFND 2 139,575 0 0
LPL FINL HLDGS INC COM 50212V100 3,671 78,025 SH   DFND 1,3 78,025 0 0
MARATHON PETE CORP COM 56585A102 25,860 281,910 SH   DFND 2 281,910 0 0
MARATHON PETE CORP COM 56585A102 14,502 158,090 SH   DFND 1,3 158,090 0 0
MCKESSON CORP COM 58155Q103 47,116 291,921 SH   DFND 2 291,921 0 0
MCKESSON CORP COM 58155Q103 36,218 224,400 SH Put DFND 2 224,400 0 0
MCKESSON CORP COM 58155Q103 26,391 163,512 SH   DFND 1,3 163,512 0 0
MCKESSON CORP COM 58155Q103 20,272 125,600 SH Put DFND 1,3 125,600 0 0
MERCK & CO INC NEW COM 58933Y105 29,029 580,000 SH   DFND 2 580,000 0 0
MERCK & CO INC NEW COM 58933Y105 16,251 324,700 SH   DFND 1,3 324,700 0 0
METHANEX CORP COM 59151K108 12,648 213,500 SH   DFND 2 213,500 0 0
METHANEX CORP COM 59151K108 7,079 119,500 SH   DFND 1,3 119,500 0 0
METLIFE INC COM 59156R108 43,929 814,704 SH   DFND 2 814,704 0 0
METLIFE INC COM 59156R108 24,600 456,233 SH   DFND 1,3 456,233 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 16,325 201,076 SH   DFND 2 201,076 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 9,149 112,684 SH   DFND 1,3 112,684 0 0
MOHAWK INDS INC COM 608190104 23,898 160,500 SH   DFND 2 160,500 0 0
MOHAWK INDS INC COM 608190104 13,384 89,887 SH   DFND 1,3 89,887 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 5,728 154,987 SH   DFND 2 154,987 0 0
NATIONSTAR MTG HLDGS INC COM 63861C109 3,208 86,800 SH   DFND 1,3 86,800 0 0
NCR CORP NEW COM 62886E108 17,076 501,346 SH   DFND 2 501,346 0 0
NCR CORP NEW COM 62886E108 9,571 281,015 SH   DFND 1,3 281,015 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 96,673 7,187,588 SH   DFND 2 7,187,588 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 54,141 4,025,370 SH   DFND 1,3 4,025,370 0 0
OWENS CORNING NEW COM 690742101 19,216 471,913 SH   DFND 2 471,913 0 0
OWENS CORNING NEW COM 690742101 10,765 264,373 SH   DFND 1,3 264,373 0 0
PITNEY BOWES INC COM 724479100 29,975 1,286,499 SH   DFND 2 1,286,499 0 0
PITNEY BOWES INC COM 724479100 16,785 720,385 SH   DFND 1,3 720,385 0 0
PREMIER INC CL A 74051N102 6,103 166,035 SH   DFND 2 166,035 0 0
PREMIER INC CL A 74051N102 3,410 92,766 SH   DFND 1,3 92,766 0 0
PRICE T ROWE GROUP INC COM 74144T108 45,226 539,886 SH   DFND 2 539,886 0 0
PRICE T ROWE GROUP INC COM 74144T108 25,340 302,490 SH   DFND 1,3 302,490 0 0
PVH CORP COM 693656100 32,173 236,535 SH   DFND 2 236,535 0 0
PVH CORP COM 693656100 18,005 132,372 SH   DFND 1,3 132,372 0 0
REALOGY HLDGS CORP COM 75605Y106 84,548 1,709,074 SH   DFND 2 1,709,074 0 0
REALOGY HLDGS CORP COM 75605Y106 47,344 957,017 SH   DFND 1,3 957,017 0 0
SEAWORLD ENTMT INC COM 81282V100 13,449 467,480 SH   DFND 2 467,480 0 0
SEAWORLD ENTMT INC COM 81282V100 7,529 261,700 SH   DFND 1,3 261,700 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 30,419 784,605 SH   DFND 2 784,605 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 17,027 439,176 SH   DFND 1,3 439,176 0 0
SPRINGLEAF HLDGS INC COM 85172J101 14,393 569,355 SH   DFND 2 569,355 0 0
SPRINGLEAF HLDGS INC COM 85172J101 8,059 318,800 SH   DFND 1,3 318,800 0 0
STATE BK FINL CORP COM 856190103 9,104 500,500 SH   DFND 2 500,500 0 0
STATE BK FINL CORP COM 856190103 10,905 599,500 SH   DFND 1,3 599,500 0 0
SUNCOKE ENERGY INC COM 86722A103 18,090 793,085 SH   DFND 2 793,085 0 0
SUNCOKE ENERGY INC COM 86722A103 10,136 444,350 SH   DFND 1,3 444,350 0 0
SVB FINL GROUP COM 78486Q101 24,821 236,704 SH   DFND 2 236,704 0 0
SVB FINL GROUP COM 78486Q101 13,898 132,536 SH   DFND 1,3 132,536 0 0
TEMPUR SEALY INTL INC COM 88023U101 45,500 843,218 SH   DFND 2 843,218 0 0
TEMPUR SEALY INTL INC COM 88023U101 25,498 472,540 SH   DFND 1,3 472,540 0 0
TESORO CORP COM 881609101 52,739 901,515 SH   DFND 2 901,515 0 0
TESORO CORP COM 881609101 29,537 504,906 SH   DFND 1,3 504,906 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 73,255 657,878 SH   DFND 2 657,878 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 41,039 368,559 SH   DFND 1,3 368,559 0 0
THORATEC CORP COM NEW 885175307 7,373 201,440 SH   DFND 2 201,440 0 0
THORATEC CORP COM NEW 885175307 4,136 113,000 SH   DFND 1,3 113,000 0 0
TIME WARNER CABLE INC COM 88732J207 21,923 161,794 SH   DFND 2 161,794 0 0
TIME WARNER CABLE INC COM 88732J207 12,276 90,601 SH   DFND 1,3 90,601 0 0
TIMKEN CO COM 887389104 27,866 506,010 SH   DFND 2 506,010 0 0
TIMKEN CO COM 887389104 15,602 283,314 SH   DFND 1,3 283,314 0 0
TOTAL SYS SVCS INC COM 891906109 21,524 646,755 SH   DFND 2 646,755 0 0
TOTAL SYS SVCS INC COM 891906109 12,058 362,313 SH   DFND 1,3 362,313 0 0
TRANSDIGM GROUP INC COM 893641100 6,568 40,792 SH   DFND 2 40,792 0 0
TRANSDIGM GROUP INC COM 893641100 3,671 22,800 SH   DFND 1,3 22,800 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 52,714 546,141 SH   DFND 2 546,141 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 29,537 306,015 SH   DFND 1,3 306,015 0 0
VERISIGN INC COM 92343E102 26,452 442,485 SH   DFND 2 442,485 0 0
VERISIGN INC COM 92343E102 14,801 247,591 SH   DFND 1,3 247,591 0 0
VISA INC COM CL A 92826C839 31,332 140,704 SH   DFND 2 140,704 0 0
VISA INC COM CL A 92826C839 17,547 78,800 SH   DFND 1,3 78,800 0 0
VIVUS INC COM 928551100 4,609 507,627 SH   DFND 2 507,627 0 0
VIVUS INC COM 928551100 2,580 284,184 SH   DFND 1,3 284,184 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 28,480 724,500 SH   DFND 2 724,500 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 15,960 406,000 SH   DFND 1,3 406,000 0 0
WABTEC CORP COM 929740108 19,284 259,653 SH   DFND 2 259,653 0 0
WABTEC CORP COM 929740108 10,789 145,270 SH   DFND 1,3 145,270 0 0
WHIRLPOOL CORP COM 963320106 31,947 203,663 SH   DFND 2 203,663 0 0
WHIRLPOOL CORP COM 963320106 17,909 114,169 SH   DFND 1,3 114,169 0 0
WISDOMTREE INVTS INC COM 97717P104 14,363 811,002 SH   DFND 2 811,002 0 0
WISDOMTREE INVTS INC COM 97717P104 8,045 454,256 SH   DFND 1,3 454,256 0 0
ZYNGA INC CL A 98986T108 19,389 5,102,323 SH   DFND 2 5,102,323 0 0
ZYNGA INC CL A 98986T108 10,859 2,857,702 SH   DFND 1,3 2,857,702 0 0