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
THE ADT CORPORATION COM 00101J106 4,616 127,400 SH Call DFND 1 127,400 0 0
THE ADT CORPORATION COM 00101J106 2,630 72,600 SH Call DFND 2 72,600 0 0
AIR PRODS & CHEMS INC COM 009158106 24,489 169,788 SH   DFND 1 169,788 0 0
AIR PRODS & CHEMS INC COM 009158106 13,396 92,878 SH   DFND 2 92,878 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 5,342 275,337 SH   DFND 1 275,337 0 0
ALTISOURCE RESIDENTIAL CORP CL B 02153W100 2,909 149,955 SH   DFND 2 149,955 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 22,110 394,748 SH   DFND 1 394,748 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 9,411 168,017 SH   DFND 2 168,017 0 0
APACHE CORP COM 037411105 3,123 49,830 SH   DFND 1 49,830 0 0
APACHE CORP COM 037411105 1,327 21,170 SH   DFND 2 21,170 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 6,321 123,650 SH   DFND 1 123,650 0 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 2,686 52,534 SH   DFND 2 52,534 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 17,029 562,015 SH   DFND 1 562,015 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 7,235 238,776 SH   DFND 2 238,776 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 23,400 332,385 SH   DFND 1 332,385 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 12,800 181,823 SH   DFND 2 181,823 0 0
CIMAREX ENERGY CO COM 171798101 4,687 44,215 SH   DFND 1 44,215 0 0
CIMAREX ENERGY CO COM 171798101 1,991 18,785 SH   DFND 2 18,785 0 0
CITRIX SYS INC COM 177376100 12,608 197,613 SH   DFND 1 197,613 0 0
CITRIX SYS INC COM 177376100 5,356 83,957 SH   DFND 2 83,957 0 0
CONSTELLATION BRANDS INC CL A 21036P108 44,078 448,993 SH   DFND 1 448,993 0 0
CONSTELLATION BRANDS INC CL A 21036P108 18,411 187,539 SH   DFND 2 187,539 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,811 78,604 SH   DFND 1 78,604 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,044 33,396 SH   DFND 2 33,396 0 0
DREAMWORKS ANIMATION SKG INC CL A 26153C103 11,565 517,900 SH Call DFND 1 517,900 0 0
DREAMWORKS ANIMATION SKG INC CL A 26153C103 6,299 282,100 SH Call DFND 2 282,100 0 0
DSW INC CL A 23334L102 9,730 260,870 SH   DFND 1 260,870 0 0
DSW INC CL A 23334L102 4,134 110,832 SH   DFND 2 110,832 0 0
FEDEX CORP COM 31428X106 13,904 80,066 SH   DFND 1 80,066 0 0
FEDEX CORP COM 31428X106 7,577 43,634 SH   DFND 2 43,634 0 0
INFORMATICA CORP COM 45666Q102 3,677 96,413 SH   DFND 1 96,413 0 0
INFORMATICA CORP COM 45666Q102 2,002 52,487 SH   DFND 2 52,487 0 0
INTRALINKS HLDGS INC COM 46118H104 17,464 1,467,524 SH   DFND 1 1,467,524 0 0
INTRALINKS HLDGS INC COM 46118H104 7,419 623,486 SH   DFND 2 623,486 0 0
JUNIPER NETWORKS INC COM 48203R104 20,511 918,930 SH   DFND 1 918,930 0 0
JUNIPER NETWORKS INC COM 48203R104 10,680 478,479 SH   DFND 2 478,479 0 0
KCG HLDGS INC CL A 48244B100 6,332 543,498 SH   DFND 1 543,498 0 0
KCG HLDGS INC CL A 48244B100 3,449 296,013 SH   DFND 2 296,013 0 0
KENNAMETAL COM 489170100 3,768 105,274 SH   DFND 1 105,274 0 0
KENNAMETAL COM 489170100 1,601 44,726 SH   DFND 2 44,726 0 0
KLX INC COM 482539103 17,025 412,727 SH   DFND 1 412,727 0 0
KLX INC COM 482539103 7,233 175,350 SH   DFND 2 175,350 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 2,454 48,997 SH   DFND 1 48,997 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 1,343 26,803 SH   DFND 2 26,803 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 5,320 106,786 SH   DFND 1 106,786 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 2,910 58,414 SH   DFND 2 58,414 0 0
LIBERTY BROADBAND CORP RIGHT 01/09/2015 530307115 296 31,158 SH   DFND 1 31,158 0 0
LIBERTY BROADBAND CORP RIGHT 01/09/2015 530307115 162 17,044 SH   DFND 2 17,044 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 26,476 899,937 SH   DFND 1 899,937 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 11,222 381,449 SH   DFND 2 381,449 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 5,261 139,480 SH   DFND 1 139,480 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 2,864 75,933 SH   DFND 2 75,933 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 3,569 194,200 SH Call DFND 1 194,200 0 0
MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 1,945 105,800 SH Call DFND 2 105,800 0 0
MILLENNIAL MEDIA INC COM 60040N105 3,819 2,387,179 SH   DFND 1 2,387,179 0 0
MILLENNIAL MEDIA INC COM 60040N105 1,623 1,014,208 SH   DFND 2 1,014,208 0 0
OWENS CORNING NEW COM 690742101 6,928 193,459 SH   DFND 1 193,459 0 0
OWENS CORNING NEW COM 690742101 2,943 82,192 SH   DFND 2 82,192 0 0
PHI INC COM NON VTG 69336T205 5,262 140,686 SH   DFND 1 140,686 0 0
PHI INC COM NON VTG 69336T205 2,235 59,772 SH   DFND 2 59,772 0 0
SANDISK CORP COM 80004C101 42,087 429,548 SH   DFND 1 429,548 0 0
SANDISK CORP COM 80004C101 17,539 179,008 SH   DFND 2 179,008 0 0
SANDISK CORP COM 80004C101 15,363 156,800 SH Call DFND 1 156,800 0 0
SANDISK CORP COM 80004C101 9,132 93,200 SH Call DFND 2 93,200 0 0
SOLARWINDS INC COM 83416B109 20,930 420,027 SH   DFND 1 420,027 0 0
SOLARWINDS INC COM 83416B109 8,892 178,451 SH   DFND 2 178,451 0 0
TIMKEN CO COM 887389104 13,659 320,044 SH   DFND 1 320,044 0 0
TIMKEN CO COM 887389104 5,803 135,973 SH   DFND 2 135,973 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 19,607 510,540 SH   DFND 1 510,540 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 8,345 217,302 SH   DFND 2 217,302 0 0
VERINT SYS INC COM 92343X100 16,799 288,240 SH   DFND 1 288,240 0 0
VERINT SYS INC COM 92343X100 7,137 122,461 SH   DFND 2 122,461 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 16,139 211,792 SH   DFND 1 211,792 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 6,857 89,981 SH   DFND 2 89,981 0 0
WEBMD HEALTH CORP COM 94770V102 31,766 803,184 SH   DFND 1 803,184 0 0
WEBMD HEALTH CORP COM 94770V102 13,496 341,237 SH   DFND 2 341,237 0 0
ZYNGA INC CL A 98986T108 15,046 5,656,444 SH   DFND 1 5,656,444 0 0
ZYNGA INC CL A 98986T108 7,929 2,980,729 SH   DFND 2 2,980,729 0 0