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
ALTERA CORP CALL 021441100 2,284 8,295 SH Call DFND 1 2 0 8,295 0
SOLERA HOLDINGS INC CALL 83421A104 32 1,598 SH Call DFND 1 2 0 1,598 0
SUNEDISON INC CALL 86732Y109 45 5,000 SH Call DFND 1 2 0 5,000 0
ALTERA CORP COM 021441100 12,010 239,824 SH   DFND 1 2 0 239,824 0
BAKER HUGHES INC COM 057224107 8,360 160,638 SH   DFND 1 2 0 160,638 0
CIGNA CORPORATION COM 125509109 3,764 27,878 SH   DFND 1 2 0 27,878 0
CITY NATL CORP COM 178566105 36,861 418,591 SH   DFND 1 2 0 418,591 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 8,446 720,627 SH   DFND 1 2 0 720,627 0
HCC INS HLDGS INC COM 404132102 14,263 184,111 SH   DFND 1 2 0 184,111 0
HEALTH NET INC COM 42222G108 31,501 523,102 SH   DFND 1 2 0 523,102 0
HOME PROPERTIES INC COM 437306103 34,081 455,927 SH   DFND 1 2 0 455,927 0
HUMANA INC COM 444859102 55,995 312,820 SH   DFND 1 2 0 312,820 0
J ALEXANDERS HLDGS INC COM 46609J106 512 51,335 SH   DFND 1 2 0 51,335 0
MEDIA GEN INC COM 58441K100 1,399 100,000 SH   DFND 1 2 0 100,000 0
SOLERA HOLDINGS INC COM 83421A104 24,285 449,726 SH   DFND 1 2 0 449,726 0
SYNERGETICS USA INC COM 87160G107 1,564 238,000 SH   DFND 1 2 0 238,000 0
WINTHROP RLTY TR SH BEN INT NEW 976391300 10,187 709,422 SH   DFND 1 2 0 709,422 0
HARMONY MERGER CORP COM 413247107 2,129 215,000 SH   DFND 1 2 0 215,000 0
HARMONY MERGER CORP UNIT 413247206 6,175 607,500 SH   DFND 1 2 0 607,500 0
ALTERA CORP CALL 021441100 472 1,705 SH Call DFND 1 3 0 1,705 0
SOLERA HOLDINGS INC CALL 83421A104 8 402 SH Call DFND 1 3 0 402 0
ALTERA CORP COM 021441100 4,266 85,176 SH   DFND 1 3 0 85,176 0
BAKER HUGHES INC COM 057224107 2,048 39,362 SH   DFND 1 3 0 39,362 0
CIGNA CORPORATION COM 125509109 1,149 8,510 SH   DFND 1 3 0 8,510 0
FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 2,064 176,090 SH   DFND 1 3 0 176,090 0
HEALTH NET INC COM 42222G108 7,917 131,461 SH   DFND 1 3 0 131,461 0
HUMANA INC COM 444859102 15,605 87,180 SH   DFND 1 3 0 87,180 0
J ALEXANDERS HLDGS INC COM 46609J106 125 12,544 SH   DFND 1 3 0 12,544 0
SOLERA HOLDINGS INC COM 83421A104 6,104 113,045 SH   DFND 1 3 0 113,045 0
WINTHROP RLTY TR SH BEN INT NEW 976391300 6,801 473,578 SH   DFND 1 3 0 473,578 0
ANADARKO PETE CORP CALL 032511107 29 1,460 SH Call DFND 4 5 0 1,460 0
PARSLEY ENERGY INC CALL 701877102 280 4,000 SH Call DFND 4 5 0 4,000 0
WHITING PETE CORP CALL 966387102 200 2,850 SH Call DFND 4 5 0 2,850 0
ANADARKO PETE CORP COM 032511107 7,254 120,122 SH   DFND 4 5 0 120,122 0
CONCHO RES INC COM 20605P101 3,351 34,091 SH   DFND 4 5 0 34,091 0
DIAMONDBACK ENERGY INC COM 25278X109 7,823 121,106 SH   DFND 4 5 0 121,106 0
KEY ENERGY SVCS INC COM 492914106 376 801,007 SH   DFND 4 5 0 801,007 0
PARSLEY ENERGY INC CL A 701877102 8,729 579,209 SH   DFND 4 5 0 579,209 0
SEMGROUP CORP CL A 81663A105 2,482 57,392 SH   DFND 4 5 0 57,392 0
SEMPRA ENERGY COM 816851109 4,933 51,000 SH   DFND 4 5 0 51,000 0
SOLARCITY CORP COM 83416T100 3,258 76,288 SH   DFND 4 5 0 76,288 0
TESORO CORP COM 881609101 1,945 20,000 SH   DFND 4 5 0 20,000 0
WEATHERFORD INTL PLC ORD SHS G48833100 2,723 321,101 SH   DFND 4 5 0 321,101 0
WHITING PETE CORP COM 966387102 1,985 130,000 SH   DFND 4 5 0 130,000 0
WPX ENERGY INC COM 98212B103 3,310 500,000 SH   DFND 4 5 0 500,000 0
SPDR SERIES TRUST PUT 78464A730 477 4,500 SH Put DFND 4 5 0 4,500 0
ARAMARK CALL 03852U106 18 310 SH Call DFND 4 6 7 0 310 0
BROOKDALE SR LIVING INC CALL 112463104 7 188 SH Call DFND 4 6 7 0 188 0
HCA HOLDINGS INC CALL 40412C101 9 189 SH Call DFND 4 6 7 0 189 0
AERCAP HOLDINGS NV SHS N00985106 1,687 44,117 SH   DFND 4 6 7 0 44,117 0
AIR PRODS & CHEMS INC COM 009158106 348 2,728 SH   DFND 4 6 7 0 2,728 0
AMAYA INC COM 02314M108 1,071 58,949 SH   DFND 4 6 7 0 58,949 0
ARAMARK COM 03852U106 532 17,965 SH   DFND 4 6 7 0 17,965 0
BANK NEW YORK MELLON CORP COM 064058100 714 18,239 SH   DFND 4 6 7 0 18,239 0
BROOKDALE SR LIVING INC COM 112463104 328 14,294 SH   DFND 4 6 7 0 14,294 0
CHUBB CORP COM 171232101 1,438 11,726 SH   DFND 4 6 7 0 11,726 0
CITY NATL CORP COM 178566105 2,002 22,731 SH   DFND 4 6 7 0 22,731 0
E M C CORP MASS COM 268648102 365 15,122 SH   DFND 4 6 7 0 15,122 0
HCA HOLDINGS INC COM 40412C101 349 4,505 SH   DFND 4 6 7 0 4,505 0
HD SUPPLY HLDGS INC COM 40416M105 708 24,742 SH   DFND 4 6 7 0 24,742 0
HEALTH NET INC COM 42222G108 1,134 18,832 SH   DFND 4 6 7 0 18,832 0
HOME PROPERTIES INC COM 437306103 1,606 21,486 SH   DFND 4 6 7 0 21,486 0
HUMANA INC COM 444859102 1,831 10,228 SH   DFND 4 6 7 0 10,228 0
ISTAR INC COM 45031U101 876 69,600 SH   DFND 4 6 7 0 69,600 0
KEARNY FINL CORP MD COM 48716P108 742 64,734 SH   DFND 4 6 7 0 64,734 0
MEDIA GEN INC COM 58441K100 362 25,869 SH   DFND 4 6 7 0 25,869 0
SERVICE CORP INTL COM 817565104 871 32,143 SH   DFND 4 6 7 0 32,143 0
SOLERA HOLDINGS INC COM 83421A104 1,080 20,009 SH   DFND 4 6 7 0 20,009 0
TARGET CORP PUT 87612E106 71 504 SH Put DFND 4 6 7 0 504 0
ARAMARK CALL 03852U106 35 605 SH Call DFND 4 6 0 605 0
BROOKDALE SR LIVING INC CALL 112463104 13 370 SH Call DFND 4 6 0 370 0
HCA HOLDINGS INC CALL 40412C101 18 369 SH Call DFND 4 6 0 369 0
AERCAP HOLDINGS NV SHS N00985106 3,269 85,480 SH   DFND 4 6 0 85,480 0
AIR PRODS & CHEMS INC COM 009158106 671 5,259 SH   DFND 4 6 0 5,259 0
AMAYA INC COM 02314M108 1,734 95,401 SH   DFND 4 6 0 95,401 0
ARAMARK COM 03852U106 1,027 34,644 SH   DFND 4 6 0 34,644 0
BANK NEW YORK MELLON CORP COM 064058100 1,426 36,417 SH   DFND 4 6 0 36,417 0
BROOKDALE SR LIVING INC COM 112463104 653 28,422 SH   DFND 4 6 0 28,422 0
E M C CORP MASS COM 268648102 732 30,289 SH   DFND 4 6 0 30,289 0
HCA HOLDINGS INC COM 40412C101 692 8,942 SH   DFND 4 6 0 8,942 0
HD SUPPLY HLDGS INC COM 40416M105 1,400 48,910 SH   DFND 4 6 0 48,910 0
HOME PROPERTIES INC COM 437306103 3,177 42,508 SH   DFND 4 6 0 42,508 0
ISTAR INC COM 45031U101 1,731 137,588 SH   DFND 4 6 0 137,588 0
KEARNY FINL CORP MD COM 48716P108 1,428 124,520 SH   DFND 4 6 0 124,520 0
SERVICE CORP INTL COM 817565104 1,680 61,987 SH   DFND 4 6 0 61,987 0
SOLERA HOLDINGS INC COM 83421A104 2,137 39,580 SH   DFND 4 6 0 39,580 0
TARGET CORP PUT 87612E106 139 990 SH Put DFND 4 6 0 990 0
COTT CORP COM 22163N106 386 35,607 SH   DFND 4 6 0 35,607 0
MACQUARIE INFRASTRUCTURE COR COM 55933J203 78 11,859 SH   DFND 4 6 0 11,859 0
PLY GEM HLDGS INC COM 72941W100 34 2,879 SH   DFND 4 6 0 2,879 0