The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 2,729 | 50,000 | SH | DFND | 1, 2 | 50,000 | 0 | 0 | |
| BANCO MACRO SA | SPON ADR B | 05961W105 | 360 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
| BBVA BANCO FRANCES S A | SPONSORED ADR | 07329M100 | 147 | 12,655 | SH | SOLE | 0 | 0 | 12,655 | ||
| BOB EVANS FARMS INC | COM | 096761101 | 1,001 | 20,000 | SH | DFND | 1, 2 | 20,000 | 0 | 0 | |
| CHARTER FINL CORP MD | COM | 16122W108 | 3,011 | 271,226 | SH | DFND | 1, 2 | 271,226 | 0 | 0 | |
| CIT GROUP INC | COM NEW | 125581801 | 2,151 | 47,000 | SH | DFND | 1, 2 | 47,000 | 0 | 0 | |
| CLIFFS NAT RES INC | COM | 18683K101 | 3,763 | 250,000 | SH | Put | DFND | 1, 2 | 250,000 | 0 | 0 |
| CLIFTON BANCORP INC | COM | 186873105 | 2,407 | 190,000 | SH | DFND | 1, 2 | 190,000 | 0 | 0 | |
| DEAN FOODS CO NEW | COM NEW | 242370203 | 2,111 | 120,000 | SH | DFND | 1, 2 | 120,000 | 0 | 0 | |
| EXELIS INC | COM | 30162A108 | 7,047 | 415,000 | SH | DFND | 1, 2 | 415,000 | 0 | 0 | |
| FTD COS INC | COM | 30281V108 | 2,270 | 71,400 | SH | DFND | 1, 2 | 71,400 | 0 | 0 | |
| GRUPO FINANCIERO GALICIA S A | SP ADR 10 SH B | 399909100 | 293 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
| HESS CORP | COM | 42809H107 | 4,450 | 45,000 | SH | DFND | 1, 2 | 45,000 | 0 | 0 | |
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 1,249 | 20,000 | SH | DFND | 1, 2 | 20,000 | 0 | 0 | |
| MAGICJACK VOCALTEC LTD | SHS | M6787E101 | 378 | 25,000 | SH | DFND | 1, 2 | 25,000 | 0 | 0 | |
| MARATHON OIL CORP | COM | 565849106 | 2,595 | 65,000 | SH | DFND | 1, 2 | 65,000 | 0 | 0 | |
| MARTHA STEWART LIVING OMNIME | CL A | 573083102 | 940 | 200,000 | SH | DFND | 1, 2 | 200,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 2,471 | 75,000 | SH | DFND | 1, 2 | 75,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 5,213 | 125,000 | SH | DFND | 1, 2 | 125,000 | 0 | 0 | |
| NATIONAL BK HLDGS CORP | CL A | 633707104 | 1,715 | 86,000 | SH | DFND | 1, 2 | 86,000 | 0 | 0 | |
| NEW MEDIA INVT GROUP INC | COM | 64704V106 | 988 | 70,000 | SH | DFND | 1, 2 | 70,000 | 0 | 0 | |
| NEWS CORP NEW | CL A | 65249B109 | 8,073 | 450,000 | SH | DFND | 1, 2 | 0 | 0 | 450,000 | |
| ORACLE CORP | COM | 68389X105 | 4,053 | 100,000 | SH | DFND | 1, 2 | 100,000 | 0 | 0 | |
| PFIZER INC | COM | 717081103 | 5,936 | 200,000 | SH | DFND | 1, 2 | 200,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 3,411 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TRIPLE-S MGMT CORP | CL B | 896749108 | 5,200 | 290,000 | SH | DFND | 1, 2 | 290,000 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 9,072 | 348,400 | SH | Put | DFND | 1, 2 | 348,400 | 0 | 0 |
| URS CORP NEW | COM | 903236107 | 2,063 | 45,000 | SH | DFND | 1, 2 | 45,000 | 0 | 0 | |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 929 | 60,000 | SH | DFND | 1, 2 | 60,000 | 0 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 337 | 10,300 | SH | SOLE | 10,300 | 0 | 0 | ||