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 31,923 713,689 SH   DFND 1,3 713,689 0 0
ABBVIE INC COM 00287Y109 57,021 1,274,781 SH   DFND 2 1,274,781 0 0
ACTAVIS INC COM 00507K103 26,506 184,070 SH   DFND 1,3 184,070 0 0
ACTAVIS INC COM 00507K103 47,380 329,030 SH   DFND 2 329,030 0 0
AETNA INC NEW COM 00817Y108 27,418 428,270 SH   DFND 1,3 428,270 0 0
AETNA INC NEW COM 00817Y108 48,986 765,173 SH   DFND 2 765,173 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 5,310 103,600 SH   DFND 1,3 103,600 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 9,486 185,100 SH   DFND 2 185,100 0 0
ALLERGAN INC COM 018490102 11,027 121,916 SH   DFND 1,3 121,916 0 0
ALLERGAN INC COM 018490102 19,681 217,590 SH   DFND 2 217,590 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,154 82,500 SH Call DFND 1,3 82,500 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 2,064 147,500 SH Call DFND 2 147,500 0 0
APACHE CORP COM 037411105 23,355 274,310 SH   DFND 1,3 274,310 0 0
APACHE CORP COM 037411105 41,701 489,790 SH   DFND 2 489,790 0 0
ARENA PHARMACEUTICALS INC COM 040047102 4,288 813,574 SH   DFND 1,3 813,574 0 0
ARENA PHARMACEUTICALS INC COM 040047102 7,657 1,452,991 SH   DFND 2 1,452,991 0 0
ARENA PHARMACEUTICALS INC COM 040047102 835 158,400 SH Put DFND 1,3 158,400 0 0
ARENA PHARMACEUTICALS INC COM 040047102 1,490 282,800 SH Put DFND 2 282,800 0 0
ASHLAND INC NEW COM 044209104 10,704 115,740 SH   DFND 1,3 115,740 0 0
ASHLAND INC NEW COM 044209104 19,112 206,660 SH   DFND 2 206,660 0 0
ASSURED GUARANTY LTD COM G0585R106 6,304 336,217 SH   DFND 1,3 336,217 0 0
ASSURED GUARANTY LTD COM G0585R106 11,253 600,146 SH   DFND 2 600,146 0 0
AUTONATION INC COM 05329W102 9,434 180,835 SH   DFND 1,3 180,835 0 0
AUTONATION INC COM 05329W102 16,824 322,485 SH   DFND 2 322,485 0 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 3,311 181,940 SH   DFND 1,3 181,940 0 0
AUXILIUM PHARMACEUTICALS INC COM 05334D107 5,911 324,760 SH   DFND 2 324,760 0 0
BAXTER INTL INC COM 071813109 18,009 274,150 SH   DFND 1,3 274,150 0 0
BAXTER INTL INC COM 071813109 32,165 489,650 SH   DFND 2 489,650 0 0
BEAM INC COM 073730103 12,912 199,718 SH   DFND 1,3 199,718 0 0
BEAM INC COM 073730103 23,028 356,202 SH   DFND 2 356,202 0 0
BIOGEN IDEC INC COM 09062X103 7,753 32,201 SH   DFND 1,3 32,201 0 0
BIOGEN IDEC INC COM 09062X103 13,818 57,395 SH   DFND 2 57,395 0 0
BLOCK H & R INC COM 093671105 4,559 171,000 SH   DFND 1,3 171,000 0 0
BLOCK H & R INC COM 093671105 8,138 305,248 SH   DFND 2 305,248 0 0
CATAMARAN CORP COM 148887102 12,487 271,758 SH   DFND 1,3 271,758 0 0
CATAMARAN CORP COM 148887102 22,283 484,935 SH   DFND 2 484,935 0 0
CBS CORP NEW CL B 124857202 22,279 403,900 SH   DFND 1,3 403,900 0 0
CBS CORP NEW CL B 124857202 39,777 721,118 SH   DFND 2 721,118 0 0
CIGNA CORPORATION COM 125509109 21,970 285,850 SH   DFND 1,3 285,850 0 0
CIGNA CORPORATION COM 125509109 39,218 510,250 SH   DFND 2 510,250 0 0
CITY NATL CORP COM 178566105 20,301 304,542 SH   DFND 1,3 304,542 0 0
CITY NATL CORP COM 178566105 36,247 543,757 SH   DFND 2 543,757 0 0
COBALT INTL ENERGY INC COM 19075F106 10,803 434,536 SH   DFND 1,3 434,536 0 0
COBALT INTL ENERGY INC COM 19075F106 19,289 775,920 SH   DFND 2 775,920 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 14,226 353,800 SH   DFND 1,3 353,800 0 0
COCA COLA ENTERPRISES INC NE COM 19122T109 25,388 631,391 SH   DFND 2 631,391 0 0
COMCAST CORP NEW CL A SPL 20030N200 23,153 534,094 SH   DFND 1,3 534,094 0 0
COMCAST CORP NEW CL A SPL 20030N200 41,314 953,034 SH   DFND 2 953,034 0 0
CONSTELLATION BRANDS INC CL A 21036P108 18,725 326,226 SH   DFND 1,3 326,226 0 0
CONSTELLATION BRANDS INC CL A 21036P108 33,461 582,939 SH   DFND 2 582,939 0 0
CORELOGIC INC COM 21871D103 33,996 1,256,774 SH   DFND 1,3 1,256,774 0 0
CORELOGIC INC COM 21871D103 60,702 2,244,072 SH   DFND 2 2,244,072 0 0
DANAHER CORP DEL COM 235851102 28,264 407,726 SH   DFND 1,3 407,726 0 0
DANAHER CORP DEL COM 235851102 50,484 728,281 SH   DFND 2 728,281 0 0
DISCOVER FINL SVCS COM 254709108 17,081 337,971 SH   DFND 1,3 337,971 0 0
DISCOVER FINL SVCS COM 254709108 30,490 603,279 SH   DFND 2 603,279 0 0
DISH NETWORK CORP CL A 25470M109 9,274 206,035 SH   DFND 1,3 206,035 0 0
DISH NETWORK CORP CL A 25470M109 16,560 367,921 SH   DFND 2 367,921 0 0
DOLLAR GEN CORP NEW COM 256677105 13,557 240,119 SH   DFND 1,3 240,119 0 0
DOLLAR GEN CORP NEW COM 256677105 24,223 429,022 SH   DFND 2 429,022 0 0
DORAL FINL CORP COM PAR 0.01 25811P852 981 51,389 SH   DFND 1,3 981 0 0
DORAL FINL CORP COM PAR 0.01 25811P852 889 46,611 SH   DFND 2 889 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 13,979 847,200 SH   DFND 1,3 847,200 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 24,958 1,512,591 SH   DFND 2 1,512,591 0 0
EAGLE MATERIALS INC COM 26969P108 5,401 74,450 SH   DFND 1,3 74,450 0 0
EAGLE MATERIALS INC COM 26969P108 9,640 132,874 SH   DFND 2 132,874 0 0
EATON CORP PLC SHS G29183103 9,018 131,000 SH   DFND 1,3 131,000 0 0
EATON CORP PLC SHS G29183103 16,109 234,000 SH   DFND 2 234,000 0 0
EATON VANCE CORP COM NON VTG 278265103 8,128 209,332 SH   DFND 1,3 209,332 0 0
EATON VANCE CORP COM NON VTG 278265103 14,502 373,468 SH   DFND 2 373,468 0 0
EBAY INC COM 278642103 32,375 580,244 SH   DFND 1,3 580,244 0 0
EBAY INC COM 278642103 57,825 1,036,379 SH   DFND 2 1,036,379 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 11,112 426,886 SH   DFND 1,3 426,886 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 19,839 762,152 SH   DFND 2 762,152 0 0
EQT CORP COM 26884L109 14,304 161,225 SH   DFND 1,3 161,225 0 0
EQT CORP COM 26884L109 25,547 287,947 SH   DFND 2 287,947 0 0
EXPEDITORS INTL WASH INC COM 302130109 8,918 202,395 SH   DFND 1,3 202,395 0 0
EXPEDITORS INTL WASH INC COM 302130109 15,931 361,567 SH   DFND 2 361,567 0 0
FIFTH & PAC COS INC COM 316645100 22,714 903,842 SH   DFND 1,3 903,842 0 0
FIFTH & PAC COS INC COM 316645100 40,551 1,613,656 SH   DFND 2 1,613,656 0 0
FIRST AMERN FINL CORP COM 31847R102 6,052 248,553 SH   DFND 1,3 248,553 0 0
FIRST AMERN FINL CORP COM 31847R102 10,806 443,796 SH   DFND 2 443,796 0 0
FIRST HORIZON NATL CORP COM 320517105 5,387 490,161 SH   DFND 1,3 490,161 0 0
FIRST HORIZON NATL CORP COM 320517105 9,620 875,330 SH   DFND 2 875,330 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 10,675 96,900 SH   DFND 1,3 96,900 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 19,080 173,200 SH   DFND 2 173,200 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 11,720 618,820 SH   DFND 1,3 618,820 0 0
FOREST CITY ENTERPRISES INC CL A 345550107 20,929 1,105,037 SH   DFND 2 1,105,037 0 0
GENERAL MTRS CO COM 37045V100 13,655 379,626 SH   DFND 1,3 379,626 0 0
GENERAL MTRS CO COM 37045V100 24,375 677,648 SH   DFND 2 677,648 0 0
GLOBAL PMTS INC COM 37940X102 10,952 214,400 SH   DFND 1,3 214,400 0 0
GLOBAL PMTS INC COM 37940X102 19,561 382,953 SH   DFND 2 382,953 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 10,801 286,720 SH   DFND 1,3 286,720 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 19,285 511,949 SH   DFND 2 511,949 0 0
HD SUPPLY HLDGS INC COM 40416M105 10,838 493,300 SH   DFND 1,3 493,300 0 0
HD SUPPLY HLDGS INC COM 40416M105 19,351 880,784 SH   DFND 2 880,784 0 0
HERBALIFE LTD COM USD SHS G4412G101 7,747 111,042 SH   DFND 1,3 111,042 0 0
HERBALIFE LTD COM USD SHS G4412G101 13,838 198,331 SH   DFND 2 198,331 0 0
INGERSOLL-RAND PLC SHS G47791101 10,177 156,720 SH   DFND 1,3 156,720 0 0
INGERSOLL-RAND PLC SHS G47791101 18,182 279,980 SH   DFND 2 279,980 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 17,261 228,832 SH   DFND 1,3 228,832 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 30,835 408,786 SH   DFND 2 408,786 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 18,504 209,870 SH   DFND 1,3 209,870 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 33,039 374,717 SH   DFND 2 374,717 0 0
MARATHON PETE CORP COM 56585A102 3,479 54,090 SH   DFND 1,3 54,090 0 0
MARATHON PETE CORP COM 56585A102 6,201 96,410 SH   DFND 2 96,410 0 0
MASTERCARD INC CL A 57636Q104 13,321 19,800 SH   DFND 1,3 19,800 0 0
MASTERCARD INC CL A 57636Q104 23,593 35,068 SH   DFND 2 35,068 0 0
MCKESSON CORP COM 58155Q103 29,098 226,800 SH   DFND 1,3 226,800 0 0
MCKESSON CORP COM 58155Q103 51,906 404,567 SH   DFND 2 404,567 0 0
MEDTRONIC INC COM 585055106 7,258 136,300 SH   DFND 1,3 136,300 0 0
MEDTRONIC INC COM 585055106 12,956 243,300 SH   DFND 2 243,300 0 0
METLIFE INC COM 59156R108 18,918 402,933 SH   DFND 1,3 402,933 0 0
METLIFE INC COM 59156R108 33,776 719,404 SH   DFND 2 719,404 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 19,227 258,007 SH   DFND 1,3 258,007 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 34,321 460,559 SH   DFND 2 460,559 0 0
MOHAWK INDS INC COM 608190104 12,382 95,066 SH   DFND 1,3 95,066 0 0
MOHAWK INDS INC COM 608190104 22,116 169,800 SH   DFND 2 169,800 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 21,387 2,304,670 SH   DFND 1,3 2,304,670 0 0
NORTHSTAR RLTY FIN CORP COM 66704R100 38,188 4,115,061 SH   DFND 2 4,115,061 0 0
NVR INC COM 62944T105 3,493 3,800 SH   DFND 1,3 3,800 0 0
NVR INC COM 62944T105 6,342 6,900 SH   DFND 2 6,900 0 0
OWENS CORNING NEW COM 690742101 8,860 233,281 SH   DFND 1,3 233,281 0 0
OWENS CORNING NEW COM 690742101 15,816 416,427 SH   DFND 2 416,427 0 0
PITNEY BOWES INC COM 724479100 18,912 1,039,669 SH   DFND 1,3 1,039,669 0 0
PITNEY BOWES INC COM 724479100 33,771 1,856,568 SH   DFND 2 1,856,568 0 0
PRICE T ROWE GROUP INC COM 74144T108 906 12,600 SH   DFND 1,3 12,600 0 0
PRICE T ROWE GROUP INC COM 74144T108 1,611 22,400 SH   DFND 2 22,400 0 0
PVH CORP COM 693656100 10,900 91,835 SH   DFND 1,3 91,835 0 0
PVH CORP COM 693656100 19,457 163,930 SH   DFND 2 163,930 0 0
REALOGY HLDGS CORP COM 75605Y106 52,252 1,214,597 SH   DFND 1,3 1,214,597 0 0
REALOGY HLDGS CORP COM 75605Y106 93,293 2,168,607 SH   DFND 2 2,168,607 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 11,225 293,322 SH   DFND 1,3 293,322 0 0
SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 20,051 523,923 SH   DFND 2 523,923 0 0
STATE BK FINL CORP COM 856190103 7,943 500,500 SH   DFND 2 500,500 0 0
STATE BK FINL CORP COM 856190103 9,514 599,500 SH   DFND 1,3 599,500 0 0
SUNCOKE ENERGY INC COM 86722A103 11,350 667,650 SH   DFND 1,3 667,650 0 0
SUNCOKE ENERGY INC COM 86722A103 20,268 1,192,223 SH   DFND 2 1,192,223 0 0
SVB FINL GROUP COM 78486Q101 18,926 219,131 SH   DFND 1,3 219,131 0 0
SVB FINL GROUP COM 78486Q101 33,790 391,224 SH   DFND 2 391,224 0 0
TEMPUR SEALY INTL INC COM 88023U101 25,783 586,518 SH   DFND 1,3 586,518 0 0
TEMPUR SEALY INTL INC COM 88023U101 46,010 1,046,625 SH   DFND 2 1,046,625 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 34,599 839,992 SH   DFND 1,3 839,992 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 61,764 1,499,492 SH   DFND 2 1,499,492 0 0
TEREX CORP NEW COM 880779103 6,488 193,100 SH   DFND 1,3 193,100 0 0
TEREX CORP NEW COM 880779103 11,572 344,408 SH   DFND 2 344,408 0 0
TESORO CORP COM 881609101 30,697 697,968 SH   DFND 1,3 697,968 0 0
TESORO CORP COM 881609101 54,811 1,246,282 SH   DFND 2 1,246,282 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 33,028 358,413 SH   DFND 1,3 358,413 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 58,947 639,689 SH   DFND 2 639,689 0 0
THORATEC CORP COM NEW 885175307 1,600 42,900 SH   DFND 1,3 42,900 0 0
THORATEC CORP COM NEW 885175307 2,854 76,540 SH   DFND 2 76,540 0 0
TIME WARNER CABLE INC COM 88732J207 8,961 80,300 SH   DFND 1,3 80,300 0 0
TIME WARNER CABLE INC COM 88732J207 16,015 143,500 SH   DFND 2 143,500 0 0
TIME WARNER INC COM NEW 887317303 12,261 186,305 SH   DFND 1,3 186,305 0 0
TIME WARNER INC COM NEW 887317303 21,882 332,500 SH   DFND 2 332,500 0 0
TIMKEN CO COM 887389104 12,528 207,414 SH   DFND 1,3 207,414 0 0
TIMKEN CO COM 887389104 22,364 370,265 SH   DFND 2 370,265 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 14,857 124,367 SH   DFND 1,3 124,367 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 26,509 221,903 SH   DFND 2 221,903 0 0
VERISIGN INC COM 92343E102 24,210 475,732 SH   DFND 1,3 475,732 0 0
VERISIGN INC COM 92343E102 43,244 849,753 SH   DFND 2 849,753 0 0
VIVUS INC COM 928551100 7,143 768,084 SH   DFND 1,3 768,084 0 0
VIVUS INC COM 928551100 12,754 1,371,427 SH   DFND 2 1,371,427 0 0
WABCO HLDGS INC COM 92927K102 5,578 66,205 SH   DFND 1,3 66,205 0 0
WABCO HLDGS INC COM 92927K102 9,999 118,670 SH   DFND 2 118,670 0 0
WABTEC CORP COM 929740108 10,362 164,820 SH   DFND 1,3 164,820 0 0
WABTEC CORP COM 929740108 18,512 294,453 SH   DFND 2 294,453 0 0
WALGREEN CO COM 931422109 14,148 262,970 SH   DFND 1,3 262,970 0 0
WALGREEN CO COM 931422109 25,273 469,750 SH   DFND 2 469,750 0 0
WALTER INVT MGMT CORP COM 93317W102 16,616 420,236 SH   DFND 1,3 420,236 0 0
WALTER INVT MGMT CORP COM 93317W102 29,667 750,302 SH   DFND 2 750,302 0 0
WHIRLPOOL CORP COM 963320106 15,703 107,233 SH   DFND 1,3 107,233 0 0
WHIRLPOOL CORP COM 963320106 27,998 191,190 SH   DFND 2 191,190 0 0
WISDOMTREE INVTS INC COM 97717P104 4,671 402,680 SH   DFND 1,3 402,680 0 0
WISDOMTREE INVTS INC COM 97717P104 8,341 719,002 SH   DFND 2 719,002 0 0
YUM BRANDS INC COM 988498101 26,965 377,715 SH   DFND 1,3 377,715 0 0
YUM BRANDS INC COM 988498101 48,126 674,128 SH   DFND 2 674,128 0 0