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
ACTIVISION BLIZZARD INC COM 00507V109 37,783 2,649,600 SH   DFND   2,649,600 0 0
ACTUANT CORP CL A NEW 00508X203 3,297 100,000 SH   DFND   100,000 0 0
AECOM TECHNOLOGY CORP DELAWA COM 00766T100 5,484 172,500 SH   DFND   172,500 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 4,937 265,000 SH   DFND   265,000 0 0
AMERISTAR CASINOS INC COM 03070Q101 7,887 300,000 SH   DFND   300,000 0 0
AMETEK INC NEW COM 31100100 11,933 282,100 SH   DFND   282,100 0 0
AMIRA NATURE FOODS LTD SHS G0335L102 1,097 130,607 SH   DFND   130,607 0 0
ANNIES INC COM 03600T104 6,411 150,000 SH   DFND   150,000 0 0
ARKANSAS BEST CORP DEL COM 40790107 16,692 727,321 SH   DFND   727,321 0 0
ARKANSAS BEST CORP DEL COM 40790107 10,328 450,000 SH   DFND   450,000 0 0
AVIS BUDGET GROUP COM 53774105 18,986 660,397 SH   DFND   660,397 0 0
BALLY TECHNOLOGIES INC COM 05874B107 6,609 117,146 SH   DFND   117,146 0 0
BERRY PLASTICS GROUP INC COM 08579W103 9,051 410,100 SH   DFND   410,100 0 0
BEST BUY INC COM 86516101 71,058 2,600,000 SH   DFND   2,600,000 0 0
BJS RESTAURANTS INC COM 09180C106 5,194 140,000 SH   DFND   140,000 0 0
BLOOMIN BRANDS INC COM 94235108 1,244 50,000 SH   DFND   50,000 0 0
BORGWARNER INC COM 99724106 13,130 152,405 SH   DFND   152,405 0 0
BRUNSWICK CORP COM 117043109 8,555 267,750 SH   DFND   267,750 0 0
CALLAWAY GOLF CO COM 131193104 1,224 185,950 SH   DFND   185,950 0 0
CARMAX INC COM 143130102 4,616 100,000 SH   DFND   100,000 0 0
CBS CORP NEW CL B 124857202 80,636 1,650,000 SH   DFND   1,650,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 36,022 290,850 SH   DFND   290,850 0 0
CHEMTURA CORP COM NEW 163893209 13,195 650,000 SH   DFND   650,000 0 0
CHILDRENS PL RETAIL STORES I COM 168905107 4,727 86,250 SH   DFND   86,250 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,376 17,500 SH   DFND   17,500 0 0
COACH INC COM 189754104 28,545 500,000 SH   DFND   500,000 0 0
COMPANHIA DE BEBIDAS DAS AME SPON ADR PFD 20441W203 9,338 250,000 SH   DFND   250,000 0 0
CON-WAY INC COM 205944101 7,792 200,000 SH   DFND   200,000 0 0
CON-WAY INC COM 205944101 34,090 875,000 SH   DFND   875,000 0 0
CONNS INC COM 208242107 46,584 900,000 SH   DFND   900,000 0 0
CONSTELLIUM HOLDCO B V CL A N22035104 3,230 200,000 SH   DFND   200,000 0 0
COSI INC COM NEW 22122P200 784 356,248 SH   DFND   356,248 0 0
CUMMINS INC COM 231021106 18,514 170,696 SH   DFND   170,696 0 0
DANA HLDG CORP COM 235825205 1,928 100,100 SH   DFND   100,100 0 0
DANAHER CORP DEL COM 235851102 5,697 90,000 SH   DFND   90,000 0 0
DARDEN RESTAURANTS INC COM 237194105 8,077 160,000 SH   DFND   160,000 0 0
DEAN FOODS CO NEW COM 242370104 1,354 135,100 SH   DFND   135,100 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 34,469 680,000 SH   DFND   680,000 0 0
DINEEQUITY INC COM 254423106 15,025 218,167 SH   DFND   218,167 0 0
DISNEY WALT CO COM DISNEY 254687106 69,465 1,100,000 SH   DFND   1,100,000 0 0
DOLLAR GEN CORP NEW COM 256677105 50,430 1,000,000 SH   DFND   1,000,000 0 0
EATON CORP PLC SHS G29183103 34,481 523,953 SH   DFND   523,953 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 5,799 297,532 SH   DFND   297,532 0 0
ELECTRONIC ARTS INC COM 285512109 55,176 2,400,000 SH   DFND   2,400,000 0 0
EXELIS INC COM 30162A108 7,240 525,000 SH   DFND   525,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 4,565 120,000 SH   DFND   120,000 0 0
FIFTH & PAC COS INC COM 316645100 113,239 5,068,904 SH   DFND   5,068,904 0 0
FORESTAR GROUP INC COM 346233109 3,149 157,002 SH   DFND   157,002 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 43,970 1,135,000 SH   DFND   1,135,000 0 0
FOSTER WHEELER AG COM H27178104 1,628 75,000 SH   DFND   75,000 0 0
GAMESTOP CORP NEW CL A 36467W109 28,121 669,073 SH   DFND   669,073 0 0
GENERAC HLDGS INC COM 368736104 11,258 304,200 SH   DFND   304,200 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 3,075 100,000 SH   DFND   100,000 0 0
GENERAL MTRS CO COM 37045V100 17,827 535,172 SH   DFND   535,172 0 0
GNC HLDGS INC COM CL A 36191G107 44,210 1,000,000 SH   DFND   1,000,000 0 0
GNC HLDGS INC COM CL A 36191G107 61,010 1,380,000 SH   DFND   1,380,000 0 0
GRAINGER W W INC COM 384802104 2,522 10,000 SH   DFND   10,000 0 0
GREEN PLAINS RENEWABLE ENERG COM 393222104 1,927 144,650 SH   DFND   144,650 0 0
GREENBRIER COS INC COM 393657101 4,874 200,000 SH   DFND   200,000 0 0
GROUPON INC COM CL A 399473107 32,490 3,800,000 SH   DFND   3,800,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 81,470 3,285,061 SH   DFND   3,285,061 0 0
HONEYWELL INTL INC COM 438516106 26,125 329,280 SH   DFND   329,280 0 0
HUNT J B TRANS SVCS INC COM 445658107 2,890 40,000 SH   DFND   40,000 0 0
HUNTSMAN CORP COM 447011107 2,484 150,000 SH   DFND   150,000 0 0
IGNITE RESTAURANT GROUP INC COM 451730105 1,496 79,284 SH   DFND   79,284 0 0
INGERSOLL-RAND PLC SHS G47791101 24,706 445,000 SH   DFND   445,000 0 0
INTERFACE INC COM 458665304 4,044 238,300 SH   DFND   238,300 0 0
INTL PAPER CO COM 460146103 8,406 189,700 SH   DFND   189,700 0 0
ISHARES TR RUSSELL 2000 464287655 533,500 5,500,000 SH   DFND   5,500,000 0 0
ITT CORP NEW COM NEW 450911201 10,625 361,273 SH   DFND   361,273 0 0
ITT EDUCATIONAL SERVICES INC COM 45068B109 4,270 175,000 SH   DFND   175,000 0 0
JARDEN CORP COM 471109108 13,125 300,000 SH   DFND   300,000 0 0
JOHNSON CTLS INC COM 478366107 21,116 590,000 SH   DFND   590,000 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 6,609 106,705 SH   DFND   106,705 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 5,521 52,100 SH   DFND   52,100 0 0
LAMAR ADVERTISING CO CL A 512815101 21,478 495,000 SH   DFND   495,000 0 0
LANDSTAR SYS INC COM 515098101 1,288 25,000 SH   DFND   25,000 0 0
LAS VEGAS SANDS CORP COM 517834107 9,991 188,756 SH   DFND   188,756 0 0
LEAR CORP COM NEW 521865204 36,848 609,469 SH   DFND   609,469 0 0
LENNAR CORP CL A 526057104 3,604 100,000 SH   DFND   100,000 0 0
LENNOX INTL INC COM 526107107 25,264 391,454 SH   DFND   391,454 0 0
LITHIA MTRS INC CL A 536797103 5,341 100,188 SH   DFND   100,188 0 0
LOWES COS INC COM 548661107 46,017 1,125,100 SH   DFND   1,125,100 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 26,393 338,940 SH   DFND   338,940 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 23,652 442,500 SH   DFND   442,500 0 0
MAGNA INTL INC COM 559222401 10,904 153,100 SH   DFND   153,100 0 0
MANNKIND CORP COM 56400P201 228 35,000 SH   DFND   35,000 0 0
MANPOWERGROUP INC COM 56418H100 16,440 300,000 SH   DFND   300,000 0 0
MARATHON PETE CORP COM 56585A102 4,619 65,000 SH   DFND   65,000 0 0
MARINEMAX INC COM 567908108 467 41,222 SH   DFND   41,222 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,476 15,000 SH   DFND   15,000 0 0
MASCO CORP COM 574599106 8,402 431,075 SH   DFND   431,075 0 0
MASTEC INC COM 576323109 12,512 380,306 SH   DFND   380,306 0 0
MCDERMOTT INTL INC COM 580037109 2,045 250,000 SH   DFND   250,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 6,590 83,181 SH   DFND   83,181 0 0
MEADWESTVACO CORP COM 583334107 18,761 550,000 SH   DFND   550,000 0 0
MEDIA GEN INC CL A 584404107 1,527 138,400 SH   DFND   138,400 0 0
METHANEX CORP COM 59151K108 10,058 234,814 SH   DFND   234,814 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,072 410,853 SH   DFND   410,853 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 27,909 450,000 SH   DFND   450,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 64,793 1,044,714 SH   DFND   1,044,714 0 0
MICROS SYS INC COM 594901100 7,189 166,600 SH   DFND   166,600 0 0
MONSANTO CO NEW COM 61166W101 3,458 35,000 SH   DFND   35,000 0 0
MOVADO GROUP INC COM 624580106 9,431 278,782 SH   DFND   278,782 0 0
MUELLER WTR PRODS INC COM SER A 624758108 346 50,000 SH   DFND   50,000 0 0
NAVISTAR INTL CORP NEW COM 638901306 8,349 300,750 SH   DFND   300,750 0 0
NEWS CORP CL A 65248E108 59,012 1,811,287 SH   DFND   1,811,287 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 45,861 1,293,326 SH   DFND   1,293,326 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 3,907 128,888 SH   DFND   128,888 0 0
OLD DOMINION FGHT LINES INC COM 679580100 11,446 275,000 SH   DFND   275,000 0 0
OLIN CORP COM PAR $1 680665205 4,784 200,000 SH   DFND   200,000 0 0
OM GROUP INC COM 670872100 4,684 151,500 SH   DFND   151,500 0 0
PENNEY J C INC COM 708160106 7,003 410,000 SH   DFND   410,000 0 0
PENTAIR LTD SHS H6169Q108 27,980 485,000 SH   DFND   485,000 0 0
PINNACLE ENTMT INC COM 723456109 6,983 355,000 SH   DFND   355,000 0 0
POLYONE CORP COM 73179P106 7,442 300,321 SH   DFND   300,321 0 0
PVH CORP COM 693656100 97,731 781,538 SH   DFND   781,538 0 0
RALPH LAUREN CORP CL A 751212101 26,061 150,000 SH   DFND   150,000 0 0
REALOGY HLDGS CORP COM 75605Y106 56,043 1,166,600 SH   DFND   1,166,600 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 64,142 855,224 SH   DFND   855,224 0 0
ROBERT HALF INTL INC COM 770323103 23,261 700,000 SH   DFND   700,000 0 0
ROPER INDS INC NEW COM 776696106 9,317 75,000 SH   DFND   75,000 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 23,700 355,000 SH   DFND   355,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 10,660 250,000 SH   DFND   250,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 33,778 1,150,100 SH   DFND   1,150,100 0 0
SKECHERS U S A INC CL A 830566105 19,576 815,320 SH   DFND   815,320 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 160,420 1,000,000 SH   DFND   1,000,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 38,305 500,000 SH   DFND   500,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 18,232 320,584 SH   DFND   320,584 0 0
STANDARD PAC CORP NEW COM 85375C101 9,789 1,175,200 SH   DFND   1,175,200 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 5,093 80,600 SH   DFND   80,600 0 0
STEEL DYNAMICS INC COM 858119100 1,118 75,000 SH   DFND   75,000 0 0
SWIFT TRANSN CO CL A 87074U101 5,441 328,950 SH   DFND   328,950 0 0
SWIFT TRANSN CO CL A 87074U101 3,308 200,000 SH   DFND   200,000 0 0
TEMPUR PEDIC INTL INC COM 88023U101 21,950 500,000 SH   DFND   500,000 0 0
TEMPUR PEDIC INTL INC COM 88023U101 11,279 256,926 SH   DFND   256,926 0 0
THE ADT CORPORATION COM 00101J106 33,873 850,000 SH   DFND   850,000 0 0
TIFFANY & CO NEW COM 886547108 22,945 315,000 SH   DFND   315,000 0 0
TIME WARNER CABLE INC COM 88732J207 19,307 171,645 SH   DFND   171,645 0 0
TIMKEN CO COM 887389104 14,914 265,000 SH   DFND   265,000 0 0
TMS INTL CORP CL A 87261Q103 3,823 257,761 SH   DFND   257,761 0 0
TRANSDIGM GROUP INC COM 893641100 7,729 49,300 SH   DFND   49,300 0 0
TRINITY INDS INC COM 896522109 7,688 200,000 SH   DFND   200,000 0 0
TRINITY INDS INC COM 896522109 12,493 325,000 SH   DFND   325,000 0 0
TRONOX LTD SHS CL A Q9235V101 1,763 87,500 SH   DFND   87,500 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 6,644 100,000 SH   DFND   100,000 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 32,001 481,660 SH   DFND   481,660 0 0
TYCO INTERNATIONAL LTD SHS H89128104 9,885 300,000 SH   DFND   300,000 0 0
TYSON FOODS INC CL A 902494103 8,731 340,000 SH   DFND   340,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 105,143 1,050,165 SH   DFND   1,050,165 0 0
UNITED RENTALS INC COM 911363109 14,455 289,613 SH   DFND   289,613 0 0
UNITED STATES STL CORP NEW COM 912909108 405 23,075 SH   DFND   23,075 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,324 25,000 SH   DFND   25,000 0 0
V F CORP COM 918204108 38,612 200,000 SH   DFND   200,000 0 0
VIACOM INC NEW CL B 92553P201 34,015 500,000 SH   DFND   500,000 0 0
WABCO HLDGS INC COM 92927K102 34,125 456,887 SH   DFND   456,887 0 0
WESTERN REFNG INC COM 959319104 1,684 60,000 SH   DFND   60,000 0 0
WESTLAKE CHEM CORP COM 960413102 964 10,000 SH   DFND   10,000 0 0
WHIRLPOOL CORP COM 963320106 4,300 37,600 SH   DFND   37,600 0 0
WYNN RESORTS LTD COM 983134107 7,454 58,250 SH   DFND   58,250 0 0