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 109,279 3,229,287 SH   DFND   3,229,287 0 0
AIR PRODS & CHEMS INC COM 009158106 19,202 133,300 SH   DFND   133,300 0 0
ALBEMARLE CORP COM 012653101 4,795 75,000 SH   DFND   75,000 0 0
ALPHABET INC CAP STK CL A 02079K305 76,290 100,000 SH Call DFND   100,000 0 0
ALPHABET INC CAP STK CL A 02079K305 92,082 120,700 SH   DFND   120,700 0 0
AMERAM COM B58C6H1 3,818 100,000 SH   DFND   100,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5,835 350,000 SH   DFND   350,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 74,796 600,000 SH   DFND   600,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 49,864 400,000 SH Call DFND   400,000 0 0
ARCBEST CORP COM 03937C105 5,819 269,520 SH   DFND   269,520 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L104 458 100,000 SH   DFND   100,000 0 0
ARCELORMITTAL COM B03XPL1 10,498 2,321,000 SH   DFND   2,321,000 0 0
ASCENA RETAIL GROUP INC COM 04351G101 17,976 1,625,276 SH   DFND   1,625,276 0 0
ASCENA RETAIL GROUP INC COM 04351G101 8,848 800,000 SH Call DFND   800,000 0 0
ASSA ABLOY AB COM BYPC1T4 4,518 229,000 SH   DFND   229,000 0 0
AUTOZONE INC COM 053332102 29,876 37,500 SH   DFND   37,500 0 0
AXALTA COATING SYS LTD COM G0750C108 2,748 94,100 SH   DFND   94,100 0 0
BERRY PLASTICS GROUP INC COM 08579W103 18,075 500,000 SH   DFND   500,000 0 0
BOYD GAMING CORP COM 103304101 21,693 1,050,000 SH   DFND   1,050,000 0 0
BRUNSWICK CORP COM 117043109 47,980 1,000,000 SH   DFND   1,000,000 0 0
BUFFALO WILD WINGS INC COM 119848109 9,628 65,000 SH   DFND   65,000 0 0
BURLINGTON STORES INC COM 122017106 71,108 1,264,373 SH   DFND   1,264,373 0 0
CABELAS INC COM 126804301 14,458 296,931 SH   DFND   296,931 0 0
CALLAWAY GOLF CO COM 131193104 24,168 2,650,000 SH   DFND   2,650,000 0 0
CANADIAN PAC RY LTD COM 13645T100 9,918 74,748 SH   DFND   74,748 0 0
CANFOR CORP COM B18P4F6 34,316 25,000 SH   DFND   25,000 0 0
CARMAX INC COM 143130102 25,550 500,000 SH Put DFND   500,000 0 0
CARMIKE CINEMAS INC COM 143436400 2,020 67,260 SH   DFND   67,260 0 0
CBS CORP NEW CL B 124857202 55,090 1,000,000 SH Call DFND   1,000,000 0 0
CBS CORP NEW CL B 124857202 63,354 1,150,000 SH   DFND   1,150,000 0 0
CELADON GROUP INC COM 150838100 1,205 115,000 SH   DFND   115,000 0 0
CELANESE CORP DEL COM SER A 150870103 9,825 150,000 SH   DFND   150,000 0 0
CENTURY ALUM CO COM 156431108 2,468 350,000 SH   DFND   350,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 86,589 427,747 SH   DFND   427,747 0 0
CHEMOURS CO COM 163851108 3,500 500,000 SH   DFND   500,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 4,940 135,000 SH   DFND   135,000 0 0
COACH INC COM 189754104 68,754 1,715,000 SH   DFND   1,715,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 83,100 550,000 SH   DFND   550,000 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 4,801 258,662 SH   DFND   258,662 0 0
COSI INC COM NEW 22122P200 381 448,498 SH   DFND   448,498 0 0
COSTCO WHSL CORP NEW COM 22160K105 94,548 600,000 SH   DFND   600,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 47,274 300,000 SH Call DFND   300,000 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 7,227 298,744 SH   DFND   298,744 0 0
CRANE CO COM 224399105 5,925 110,000 SH   DFND   110,000 0 0
CUMMINS INC COM 231021106 9,895 90,000 SH   DFND   90,000 0 0
CVS HEALTH CORP COM 126650100 36,324 350,174 SH   DFND   350,174 0 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 1,658 100,000 SH   DFND   100,000 0 0
DICKS SPORTING GOODS INC COM 253393102 17,134 366,500 SH   DFND   366,500 0 0
DISNEY WALT CO COM DISNEY 254687106 104,276 1,050,000 SH Put DFND   1,050,000 0 0
DOLLAR TREE INC COM 256746108 79,179 960,211 SH   DFND   960,211 0 0
DOMTAR CORP COM NEW 257559203 3,129 77,267 SH   DFND   77,267 0 0
EAGLE MATERIALS INC COM 26969P108 28,539 407,067 SH   DFND   407,067 0 0
EATON CORP PLC SHS G29183103 34,095 545,000 SH   DFND   545,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 8,148 300,000 SH   DFND   300,000 0 0
ELECTRONIC ARTS INC COM 285512109 33,055 500,000 SH Call DFND   500,000 0 0
ELECTRONIC ARTS INC COM 285512109 100,818 1,525,000 SH   DFND   1,525,000 0 0
EMERSON ELEC CO COM 291011104 11,692 215,000 SH   DFND   215,000 0 0
FACEBOOK INC CL A 30303M102 91,280 800,000 SH   DFND   800,000 0 0
FACEBOOK INC CL A 30303M102 114,100 1,000,000 SH Call DFND   1,000,000 0 0
FERRO CORP COM 315405100 15,790 1,330,266 SH   DFND   1,330,266 0 0
FOSSIL GROUP INC COM 34988V106 13,326 300,000 SH Put DFND   300,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 3,972 81,245 SH   DFND   81,245 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 12,832 415,000 SH   DFND   415,000 0 0
GENERAL DYNAMICS CORP COM 369550108 36,809 280,196 SH   DFND   280,196 0 0
GEVO INC COM NEW 374396208 41 150,000 SH Call DFND   150,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,587 50,394 SH   DFND   50,394 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,249 175,000 SH   DFND   175,000 0 0
GRAY TELEVISION INC COM 389375106 7,067 603,008 SH   DFND   603,008 0 0
GREEN PLAINS INC COM 393222104 765 47,925 SH   DFND   47,925 0 0
HANESBRANDS INC COM 410345102 97,940 3,455,884 SH   DFND   3,455,884 0 0
HARRIS CORP DEL COM 413875105 7,397 95,000 SH   DFND   95,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 7,441 225,000 SH   DFND   225,000 0 0
HOME DEPOT INC COM 437076102 76,722 575,000 SH   DFND   575,000 0 0
HOME DEPOT INC COM 437076102 53,372 400,000 SH Call DFND   400,000 0 0
HONEYWELL INTL INC COM 438516106 49,412 440,979 SH   DFND   440,979 0 0
HUB GROUP INC CL A 443320106 6,119 150,000 SH   DFND   150,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 39,364 467,285 SH   DFND   467,285 0 0
HUNTSMAN CORP COM 447011107 3,192 240,000 SH   DFND   240,000 0 0
INGERSOLL-RAND PLC SHS G47791101 38,727 624,533 SH   DFND   624,533 0 0
INNOPHOS HOLDINGS INC COM 45774N108 4,286 138,670 SH   DFND   138,670 0 0
INTERFACE INC COM 458665304 1,700 91,689 SH   DFND   91,689 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 442,520 4,000,000 SH Put DFND   4,000,000 0 0
INTERFOR CORP COM BMJ71W4 1,660 150,000 SH   DFND   150,000 0 0
JARDEN CORP COM 471109108 56,550 959,285 SH   DFND   959,285 0 0
JASON INDS INC COM 471172106 3,500 999,900 SH   DFND   999,900 0 0
JASON INDS INC COM 471172106 5,860 1,674,201 SH Call DFND   1,674,201 0 0
KATE SPADE & CO COM 485865109 12,760 500,000 SH Call DFND   500,000 0 0
KATE SPADE & CO COM 485865109 72,789 2,852,240 SH   DFND   2,852,240 0 0
KENNAMETAL INC COM 489170100 450 20,000 SH   DFND   20,000 0 0
LANXESS AG COM B05M8B7 4,806 100,000 SH   DFND   100,000 0 0
L BRANDS INC COM 501797104 30,734 350,000 SH Put DFND   350,000 0 0
LEAR CORP COM NEW 521865204 11,951 107,500 SH   DFND   107,500 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 21,476 850,530 SH   DFND   850,530 0 0
LINDE AG COM 5740817 4,444 30,500 SH   DFND   30,500 0 0
LOUISIANA PAC CORP COM 546347105 4,280 250,000 SH   DFND   250,000 0 0
LOWES COS INC COM 548661107 93,930 1,240,000 SH   DFND   1,240,000 0 0
LOWES COS INC COM 548661107 75,750 1,000,000 SH Call DFND   1,000,000 0 0
LULULEMON ATHLETICA INC COM 550021109 27,084 400,000 SH Put DFND   400,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,130 95,000 SH   DFND   95,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 14,850 220,200 SH   DFND   220,200 0 0
MALIBU BOATS INC COM CL A 56117J100 5,084 310,000 SH   DFND   310,000 0 0
MARINEMAX INC COM 567908108 11,198 575,163 SH   DFND   575,163 0 0
MARTEN TRANS LTD COM 573075108 3,375 180,300 SH   DFND   180,300 0 0
MATTRESS FIRM HLDG CORP COM 57722W106 12,717 300,000 SH Call DFND   300,000 0 0
MCDONALDS CORP COM 580135101 31,420 250,000 SH   DFND   250,000 0 0
MERCER INTL INC COM 588056101 3,043 322,012 SH   DFND   322,012 0 0
MGM RESORTS INTERNATIONAL COM 552953101 15,008 700,000 SH   DFND   700,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 40,726 715,000 SH   DFND   715,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 9,882 265,000 SH   DFND   265,000 0 0
MOHAWK INDS INC COM 608190104 13,363 70,000 SH   DFND   70,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 108,556 1,128,676 SH   DFND   1,128,676 0 0
MSC INDL DIRECT INC CL A 553530106 10,386 136,100 SH   DFND   136,100 0 0
NETFLIX INC COM 64110L106 20,446 200,000 SH Put DFND   200,000 0 0
NEWELL RUBBERMAID INC COM 651229106 54,355 1,227,261 SH   DFND   1,227,261 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 28,219 637,419 SH   DFND   637,419 0 0
NIKE INC CL B 654106103 92,205 1,500,000 SH Call DFND   1,500,000 0 0
NIKE INC CL B 654106103 90,782 1,476,855 SH   DFND   1,476,855 0 0
NORDSTROM INC COM 655664100 45,768 800,000 SH Put DFND   800,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 18,743 225,136 SH   DFND   225,136 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,390 52,500 SH   DFND   52,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 56,501 206,466 SH   DFND   206,466 0 0
OLIN CORP COM PAR $1 680665205 7,209 415,000 SH   DFND   415,000 0 0
OPGEN INC COM 68373L109 169 120,000 SH Call DFND   120,000 0 0
ORBITAL ATK INC COM 68557N103 14,328 164,800 SH   DFND   164,800 0 0
ORION ENGINEERED CARBONS S A COM L72967109 10,041 711,137 SH   DFND   711,137 0 0
PARKER HANNIFIN CORP COM 701094104 32,846 295,700 SH   DFND   295,700 0 0
PENN NATL GAMING INC COM 707569109 23,366 1,400,000 SH   DFND   1,400,000 0 0
PENNEY J C INC COM 708160106 11,060 1,000,000 SH Put DFND   1,000,000 0 0
PLANET FITNESS INC CL A 72703H101 3,654 225,000 SH   DFND   225,000 0 0
POLARIS INDS INC COM 731068102 18,945 192,377 SH   DFND   192,377 0 0
PPG INDS INC COM 693506107 16,856 151,190 SH   DFND   151,190 0 0
PROSHARES TR II VIX STRMFUT ETF 74347W361 6,424 550,000 SH   DFND   550,000 0 0
PVH CORP COM 693656100 64,389 650,000 SH Call DFND   650,000 0 0
PVH CORP COM 693656100 96,584 975,000 SH   DFND   975,000 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 63 150,000 SH Call DFND   150,000 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 25 58,837 SH   DFND   58,837 0 0
QUINPARIO ACQUISITION CORP 2 COM 74874U101 1,942 198,600 SH Call DFND   198,600 0 0
QUINPARIO ACQUISITION CORP 2 UNIT 01/01/2023 74874U200 387 39,000 SH   DFND   39,000 0 0
RAYONIER INC COM 754907103 2,468 100,000 SH   DFND   100,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 16,118 250,000 SH   DFND   250,000 0 0
REXNORD CORP NEW COM 76169B102 3,741 185,000 SH   DFND   185,000 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 2,533 203,300 SH   DFND   203,300 0 0
RUSH ENTERPRISES INC CL A 781846209 998 54,734 SH   DFND   54,734 0 0
RYDER SYS INC COM 783549108 42,554 656,900 SH   DFND   656,900 0 0
SAIA INC COM 78709Y105 9,947 353,367 SH   DFND   353,367 0 0
SCHNITZER STL INDS CL A 806882106 8,305 450,395 SH   DFND   450,395 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 7,406 101,775 SH   DFND   101,775 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 12,179 185,945 SH   DFND   185,945 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 316,400 4,000,000 SH Put DFND   4,000,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 53,060 1,000,000 SH Put DFND   1,000,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 111,627 900,000 SH Call DFND   900,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 115,902 934,469 SH   DFND   934,469 0 0
SOUTHWEST AIRLS CO COM 844741108 3,136 70,000 SH   DFND   70,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 51,380 250,000 SH Put DFND   250,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 138,540 3,000,000 SH Put DFND   3,000,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,951 17,851 SH   DFND   17,851 0 0
STANLEY BLACK & DECKER INC COM 854502101 23,672 225,000 SH   DFND   225,000 0 0
STEEL DYNAMICS INC COM 858119100 18,862 837,950 SH   DFND   837,950 0 0
SUMMIT MATLS INC CL A 86614U100 7,908 406,571 SH   DFND   406,571 0 0
SWIFT TRANSN CO CL A 87074U101 17,650 947,406 SH   DFND   947,406 0 0
SYNGENTA AG SPONSORED ADR 87160A100 8,553 103,278 SH   DFND   103,278 0 0
TAILORED BRANDS INC COM 87403A107 6,624 370,028 SH   DFND   370,028 0 0
TEMPUR SEALY INTL INC COM 88023U101 32,976 542,457 SH   DFND   542,457 0 0
TEREX CORP NEW COM 880779103 2,275 91,450 SH   DFND   91,450 0 0
TEXTRON INC COM 883203101 5,834 160,000 SH   DFND   160,000 0 0
TIME WARNER INC COM NEW 887317303 72,550 1,000,000 SH Call DFND   1,000,000 0 0
TRINSEO S A SHS L9340P101 17,485 475,000 SH   DFND   475,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 11,299 194,881 SH   DFND   194,881 0 0
U S G CORP COM NEW 903293405 6,203 250,000 SH   DFND   250,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 41,832 215,920 SH   DFND   215,920 0 0
UNDER ARMOUR INC CL A 904311107 21,208 250,000 SH Put DFND   250,000 0 0
UNION PAC CORP COM 907818108 13,613 171,123 SH   DFND   171,123 0 0
UNITED NAT FOODS INC COM 911163103 10,075 250,000 SH   DFND   250,000 0 0
UNITED RENTALS INC COM 911363109 12,438 200,000 SH   DFND   200,000 0 0
UNITED STATES STL CORP NEW COM 912909108 3,210 200,000 SH   DFND   200,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 27,778 277,500 SH   DFND   277,500 0 0
VULCAN MATLS CO COM 929160109 19,119 181,098 SH   DFND   181,098 0 0
VULCAN MATLS CO COM 929160109 31,671 300,000 SH Put DFND   300,000 0 0
WABCO HLDGS INC COM 92927K102 13,900 130,000 SH   DFND   130,000 0 0
WAL-MART STORES INC COM 931142103 51,368 750,000 SH Call DFND   750,000 0 0
WAL-MART STORES INC COM 931142103 35,957 525,000 SH   DFND   525,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 33,696 400,000 SH Call DFND   400,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 25,272 300,000 SH   DFND   300,000 0 0
WERNER ENTERPRISES INC COM 950755108 8,148 300,000 SH   DFND   300,000 0 0
WEST FRASER TIMBER CO LTD COM 2951098 1,003 25,000 SH   DFND   25,000 0 0
WESTROCK CO COM 96145D105 1,952 50,000 SH   DFND   50,000 0 0
WILLIAMS SONOMA INC COM 969904101 21,896 400,000 SH Call DFND   400,000 0 0
WL ROSS HLDG CORP UNIT 06/11/2019 92939D203 1,055 100,600 SH   DFND   100,600 0 0
WOLVERINE WORLD WIDE INC COM 978097103 13,036 707,701 SH   DFND   707,701 0 0
XYLEM INC COM 98419M100 10,225 250,000 SH   DFND   250,000 0 0
YUM BRANDS INC COM 988498101 27,011 330,000 SH   DFND   330,000 0 0