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
ACUITY BRANDS INC COM 00508Y102 28,046 155,830 SH   DFND   155,830 0 0
AENA SA COM 00725L206 10,449 100,000 SH   DFND   100,000 0 0
AIRBUSS GROUP SE COM 94987B105 9,731 150,000 SH   DFND   150,000 0 0
AMAZON COM INC COM 023135106 91,496 210,777 SH   DFND   210,777 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 24,134 200,000 SH   DFND   200,000 0 0
ARCTIC CAT INC COM 039670104 9,279 279,400 SH   DFND   279,400 0 0
ARKEMA SA COM B0Z5YZ2 3,602 50,000 SH   DFND   50,000 0 0
ASSA ABLOY AB COM BYPC1T4 27,559 1,463,099 SH   DFND   1,463,099 0 0
AVIS BUDGET GROUP COM 053774105 34,962 793,147 SH   DFND   793,147 0 0
B/E AEROSPACE INC COM 073302101 12,902 235,000 SH   DFND   235,000 0 0
BANCO BRADESCO S/A COM 2109723 4,542 2,500,000 SH   DFND   2,500,000 0 0
BAYERISCHE MOTOREN WERKE AG COM 5756029 28,904 264,109 SH   DFND   264,109 0 0
BED BATH & BEYOND INC COM 075896100 15,176 220,000 SH Call DFND   220,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 13,770 425,000 SH   DFND   425,000 0 0
BLOOMIN BRANDS INC COM 094235108 32,510 1,522,700 SH   DFND   1,522,700 0 0
BOYD GAMING CORP COM 103304101 22,425 1,500,000 SH   DFND   1,500,000 0 0
BRAVO BRIO RESTAURANT GROUP COM 10567B109 5,420 400,000 SH   DFND   400,000 0 0
BRUNSWICK CORP COM 117043109 37,382 735,000 SH   DFND   735,000 0 0
BURLINGTON STORES INC COM 122017106 25,600 500,000 SH   DFND   500,000 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 14,198 207,150 SH   DFND   207,150 0 0
CALERES INC COM 129500104 3,051 95,990 SH   DFND   95,990 0 0
CALLAWAY GOLF CO COM 131193104 21,233 2,375,000 SH   DFND   2,375,000 0 0
CANADIAN PAC RY LTD COM 13645T100 28,617 178,600 SH   DFND   178,600 0 0
CARMAX INC COM 143130102 33,105 500,000 SH Call DFND   500,000 0 0
CARMAX INC COM 143130102 72,400 1,093,491 SH   DFND   1,093,491 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 3,640 350,000 SH   DFND   350,000 0 0
CARTER INC COM 146229109 50,743 477,359 SH   DFND   477,359 0 0
CASEYS GEN STORES INC COM 147528103 14,386 150,263 SH   DFND   150,263 0 0
CBS CORP NEW CL B 124857202 55,500 1,000,000 SH Put DFND   1,000,000 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 13,623 250,000 SH   DFND   250,000 0 0
CELADON GROUP INC COM 150838100 3,662 177,076 SH   DFND   177,076 0 0
CELANESE CORP DEL COM SER A 150870103 17,970 250,000 SH   DFND   250,000 0 0
CF INDS HLDGS INC COM 125269100 1,039 16,157 SH   DFND   16,157 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 34,250 200,000 SH   DFND   200,000 0 0
CHEMTURA CORP COM NEW 163893209 2,831 100,000 SH   DFND   100,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,584 225,000 SH   DFND   225,000 0 0
CHUYS HLDGS INC COM 171604101 1,340 50,000 SH   DFND   50,000 0 0
CLUBCORP HLDGS INC COM 18948M108 7,479 313,200 SH   DFND   313,200 0 0
CONNS INC COM 208242107 53,857 1,356,600 SH   DFND   1,356,600 0 0
CONNS INC COM 208242107 7,940 200,000 SH Call DFND   200,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 52,789 455,000 SH   DFND   455,000 0 0
CONTINENTAL AG COM 4598589 21,748 91,921 SH   DFND   91,921 0 0
COSI INC COM NEW 22122P200 901 448,498 SH   DFND   448,498 0 0
CRANE CO COM 224399105 1,175 20,000 SH   DFND   20,000 0 0
CRODA INTERNATIONAL PLC COM 233527 3,892 90,000 SH   DFND   90,000 0 0
CSX CORP COM 126408103 3,637 111,384 SH   DFND   111,384 0 0
DAIMLER AG COM 5529027 28,604 314,311 SH   DFND   314,311 0 0
DANAHER CORP DEL COM 235851102 54,778 640,000 SH   DFND   640,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 8,216 200,000 SH Call DFND   200,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 13,566 330,228 SH   DFND   330,228 0 0
DIAMOND FOODS INC COM 252603105 15,690 500,000 SH Call DFND   500,000 0 0
DIAMOND RESORTS INTL INC COM 25272T104 21,296 675,000 SH   DFND   675,000 0 0
DINEEQUITY INC COM 254423106 4,955 50,000 SH   DFND   50,000 0 0
DISNEY WALT CO COM DISNEY 254687106 69,911 612,500 SH   DFND   612,500 0 0
DOLLAR TREE INC COM 256746108 23,697 300,000 SH   DFND   300,000 0 0
DOW CHEM CO COM 260543103 37,584 734,500 SH   DFND   734,500 0 0
DSW INC CL A 23334L102 31,842 954,200 SH   DFND   954,200 0 0
EASTMAN CHEM CO COM 277432100 17,182 210,000 SH   DFND   210,000 0 0
EATON CORP PLC SHS G29183103 10,141 150,263 SH   DFND   150,263 0 0
ELECTRONIC ARTS INC COM 285512109 91,438 1,375,000 SH   DFND   1,375,000 0 0
ENPRO INDS INC COM 29355X107 8,583 150,000 SH   DFND   150,000 0 0
EQT CORP COM 26884L109 2,034 25,000 SH   DFND   25,000 0 0
EURO STOXX 50 SEP 15 COM VGU5 58,218 1,520 SH   DFND   1,520 0 0
EVONIK INDUSTRIES AG COM B5ZQ9D3 3,815 100,000 SH   DFND   100,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 10,793 575,000 SH   DFND   575,000 0 0
FACEBOOK INC CL A 30303M102 61,965 722,500 SH   DFND   722,500 0 0
FAIR ISAAC CORP COM 303250104 29,352 323,333 SH   DFND   323,333 0 0
FERRO CORP COM 315405100 31,815 1,896,000 SH   DFND   1,896,000 0 0
FINMECCANICA SPA COM B0DJNG0 21,225 1,688,000 SH   DFND   1,688,000 0 0
FIVE BELOW INC COM 33829M101 11,786 298,150 SH   DFND   298,150 0 0
FLOWSERVE CORP COM 34354P105 2,633 50,000 SH   DFND   50,000 0 0
FORESTAR GROUP INC COM 346233109 1,316 100,000 SH   DFND   100,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 1,938 106,874 SH   DFND   106,874 0 0
GASLOG LTD SHS G37585109 5,686 285,000 SH   DFND   285,000 0 0
GENERAL DYNAMICS CORP COM 369550108 63,335 447,000 SH   DFND   447,000 0 0
GENESEE & WYO INC CL A 371559105 28,953 380,059 SH   DFND   380,059 0 0
GEVO INC COM NEW 374396208 491 150,000 SH Call DFND   150,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103 4,932 148,362 SH   DFND   148,362 0 0
GLOBE SPECIALTY METALS INC COM 37954N206 11,505 650,000 SH   DFND   650,000 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 25,609 547,200 SH   DFND   547,200 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,647 190,000 SH   DFND   190,000 0 0
GREEN PLAINS INC COM 393222104 2,893 105,000 SH   DFND   105,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 21,532 237,060 SH   DFND   237,060 0 0
HANESBRANDS INC COM 410345102 9,996 300,000 SH Call DFND   300,000 0 0
HANESBRANDS INC COM 410345102 125,779 3,774,892 SH   DFND   3,774,892 0 0
HARLEY DAVIDSON INC COM 412822108 14,088 250,000 SH Call DFND   250,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 11,082 315,000 SH   DFND   315,000 0 0
HOME DEPOT INC COM 437076102 81,125 730,000 SH   DFND   730,000 0 0
HONEYWELL INTL INC COM 438516106 62,202 610,000 SH   DFND   610,000 0 0
HUBBELL INC CL A 443510102 1,499 13,902 SH   DFND   13,902 0 0
HUBBELL INC CL B 443510201 25,202 232,750 SH   DFND   232,750 0 0
HUDSON'S BAY CO. COM B8436W4 50,751 2,285,000 SH   DFND   2,285,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 9,179 100,000 SH   DFND   100,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 18,358 200,000 SH Put DFND   200,000 0 0
INFRAREIT INC COM 45685L100 8,508 300,000 SH Call DFND   300,000 0 0
INFRAREIT INC COM 45685L100 5,388 190,000 SH   DFND   190,000 0 0
INGERSOLL-RAND PLC SHS G47791101 30,002 445,000 SH   DFND   445,000 0 0
INTERFACE INC COM 458665304 3,144 125,517 SH   DFND   125,517 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 2,220 125,000 SH   DFND   125,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 274,692 2,200,000 SH Put DFND   2,200,000 0 0
ITT CORP NEW COM NEW 450911201 12,343 295,000 SH   DFND   295,000 0 0
JASON INDS INC COM 471172106 11,549 1,695,902 SH Call DFND   1,695,902 0 0
JASON INDS INC COM 471172106 8,355 1,226,800 SH   DFND   1,226,800 0 0
JETBLUE AIRWAYS CORP COM 477143101 10,380 500,000 SH Call DFND   500,000 0 0
JOHNSON CTLS INC COM 478366107 12,383 250,000 SH Call DFND   250,000 0 0
JOHNSON CTLS INC COM 478366107 6,712 135,510 SH   DFND   135,510 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 11,856 130,000 SH   DFND   130,000 0 0
KATE SPADE & CO COM 485865109 47,819 2,220,000 SH   DFND   2,220,000 0 0
KIRBY CORP COM 497266106 9,103 118,750 SH   DFND   118,750 0 0
KORN FERRY INTL COM NEW 500643200 5,911 170,000 SH   DFND   170,000 0 0
L BRANDS INC COM 501797104 17,146 200,000 SH Call DFND   200,000 0 0
LA QUINTA HLDGS INC COM 50420D108 20,108 880,000 SH   DFND   880,000 0 0
LANXESS AG COM B05M8B7 6,780 115,000 SH   DFND   115,000 0 0
LEAR CORP COM NEW 521865204 91,492 815,000 SH   DFND   815,000 0 0
LEGRAND SA COM B11ZRK9 24,258 432,122 SH   DFND   432,122 0 0
LENNOX INTL INC COM 526107107 38,506 357,562 SH   DFND   357,562 0 0
LITHIA MTRS INC CL A 536797103 60,697 536,379 SH   DFND   536,379 0 0
LOWES COS INC COM 548661107 33,485 500,000 SH Put DFND   500,000 0 0
LULULEMON ATHLETICA INC COM 550021109 87,914 1,346,316 SH   DFND   1,346,316 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13,458 130,000 SH   DFND   130,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 56,858 688,109 SH   DFND   688,109 0 0
MAGNA INTL INC COM 559222401 35,337 630,000 SH   DFND   630,000 0 0
MALIBU BOATS INC COM CL A 56117J100 8,136 405,000 SH   DFND   405,000 0 0
MANPOWERGROUP INC COM 56418H100 34,976 391,321 SH   DFND   391,321 0 0
MARINEMAX INC COM 567908108 14,694 625,000 SH   DFND   625,000 0 0
MARTEN TRANS LTD COM 573075108 4,741 218,500 SH   DFND   218,500 0 0
MCDONALDS CORP COM 580135101 19,014 200,000 SH   DFND   200,000 0 0
MENS WEARHOUSE INC COM 587118100 41,646 650,000 SH   DFND   650,000 0 0
MINERALS TECHNOLOGIES INC COM 603158106 6,949 102,000 SH   DFND   102,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 37,751 710,000 SH   DFND   710,000 0 0
MOHAWK INDS INC COM 608190104 8,591 45,000 SH   DFND   45,000 0 0
MONSANTO CO NEW COM 61166W101 3,731 35,000 SH   DFND   35,000 0 0
MOSAIC CO NEW COM 61945C103 14,055 300,000 SH   DFND   300,000 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 25,010 446,600 SH   DFND   446,600 0 0
NIKE INC CL B 654106103 124,499 1,152,557 SH   DFND   1,152,557 0 0
NN INC COM 629337106 13,398 525,000 SH   DFND   525,000 0 0
NOMAD FOODS LTD COM BLG2VT2 5,500 250,000 SH   DFND   250,000 0 0
NORDSTROM INC COM 655664100 92,178 1,237,287 SH   DFND   1,237,287 0 0
NORTHROP GRUMMAN CORP COM 666807102 33,312 210,000 SH   DFND   210,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 19,614 350,000 SH   DFND   350,000 0 0
OM GROUP INC COM 670872100 2,547 75,800 SH   DFND   75,800 0 0
OPGEN INC *W EXP 05/05/202 68373L117 80 120,000 SH   DFND   120,000 0 0
OPGEN INC COM 68373L109 276 74,115 SH   DFND   74,115 0 0
ORBITAL ATK INC COM 68557N103 12,838 175,000 SH   DFND   175,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 7,486 405,500 SH   DFND   405,500 0 0
PARTY CITY HOLDCO INC COM 702149105 17,523 864,456 SH   DFND   864,456 0 0
PENN NATL GAMING INC COM 707569109 27,525 1,500,000 SH   DFND   1,500,000 0 0
PENNEY J C INC COM 708160106 48,501 5,726,246 SH   DFND   5,726,246 0 0
PENNEY J C INC COM 708160106 16,940 2,000,000 SH Call DFND   2,000,000 0 0
PEUGEOT SA COM 910571108 9,746 474,000 SH   DFND   474,000 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 17,228 750,000 SH   DFND   750,000 0 0
PINNACLE ENTMT INC COM 723456109 8,388 225,000 SH   DFND   225,000 0 0
POST HLDGS INC COM 737446104 13,483 250,000 SH   DFND   250,000 0 0
POTBELLY CORP COM 73754Y100 3,063 250,000 SH   DFND   250,000 0 0
PPG INDS INC COM 693506107 25,812 225,000 SH   DFND   225,000 0 0
QUANTA SVCS INC COM 74762E102 18,589 645,000 SH   DFND   645,000 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 162 150,000 SH Call DFND   150,000 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 162 150,000 SH   DFND   150,000 0 0
QUINPARIO ACQUISITION CORP 2 UNIT 01/01/2023 74874U200 5,234 500,900 SH   DFND   500,900 0 0
RALPH LAUREN CORP CL A 751212101 19,854 150,000 SH Put DFND   150,000 0 0
RAYONIER INC COM 754907103 2,555 100,000 SH   DFND   100,000 0 0
RBC BEARINGS INC COM 75524B104 7,130 99,355 SH   DFND   99,355 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 10,728 125,000 SH   DFND   125,000 0 0
RENTECH INC COM 760112102 803 750,000 SH   DFND   750,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 54,096 554,092 SH   DFND   554,092 0 0
REXAM PLC COM BMHTPY2 2,168 250,000 SH   DFND   250,000 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 13,156 509,931 SH   DFND   509,931 0 0
ROCKWELL COLLINS INC COM 774341101 31,570 341,856 SH   DFND   341,856 0 0
RPC GROUP PLC COM 719737 3,406 325,000 SH   DFND   325,000 0 0
RPM INTL INC COM 749685103 3,967 81,011 SH   DFND   81,011 0 0
RUSH ENTERPRISES INC CL A 781846209 15,307 584,020 SH   DFND   584,020 0 0
SAFRAN SA COM B058TZ6 28,044 413,850 SH   DFND   413,850 0 0
SCHNEIDER ELECTRIC SE COM 867224107 19,254 278,910 SH   DFND   278,910 0 0
SEALED AIR CORP NEW COM 81211K100 6,423 125,000 SH   DFND   125,000 0 0
SEAWORLD ENTMT INC COM 81282V100 3,741 202,900 SH   DFND   202,900 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 2,631 35,000 SH   DFND   35,000 0 0
SHOE CARNIVAL INC COM 824889109 1,461 50,637 SH   DFND   50,637 0 0
SHUTTERSTOCK INC COM 825690100 4,105 70,000 SH   DFND   70,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 130,171 1,015,060 SH   DFND   1,015,060 0 0
SMITH A O COM 831865209 6,982 97,000 SH   DFND   97,000 0 0
SMURFIT KAPPA GROUP PLC COM B1RR840 1,209 43,880 SH   DFND   43,880 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 144,671 702,800 SH Put DFND   702,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 720,475 3,500,000 SH Put DFND   3,500,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 49,330 500,000 SH Put DFND   500,000 0 0
SPX CORP COM 784635104 2,534 35,000 SH   DFND   35,000 0 0
STAGE STORES INC COM NEW 85254C305 6,837 390,000 SH   DFND   390,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 9,472 90,000 SH   DFND   90,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 26,310 250,000 SH Call DFND   250,000 0 0
STEEL DYNAMICS INC COM 858119100 11,414 551,000 SH   DFND   551,000 0 0
STEIN MART INC COM 858375108 2,319 221,500 SH   DFND   221,500 0 0
SUNEDISON INC COM 86732Y109 17,796 595,000 SH   DFND   595,000 0 0
SWIFT TRANSN CO CL A 87074U101 25,497 1,124,696 SH   DFND   1,124,696 0 0
TARGA RES CORP COM 87612G101 4,461 50,000 SH   DFND   50,000 0 0
TARKETT SA COM BGH15L3 3,193 148,014 SH   DFND   148,014 0 0
TEEKAY CORPORATION COM Y8564W103 23,210 542,035 SH   DFND   542,035 0 0
TEXTRON INC COM 883203101 26,778 600,000 SH   DFND   600,000 0 0
TIME WARNER INC COM NEW 887317303 46,327 530,000 SH   DFND   530,000 0 0
TRINSEO S A SHS L9340P101 5,368 200,000 SH   DFND   200,000 0 0
TRIPADVISOR INC COM 896945201 8,714 100,000 SH   DFND   100,000 0 0
TYCO INTL PLC SHS G91442106 19,240 500,000 SH Call DFND   500,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 23,417 151,616 SH   DFND   151,616 0 0
UNITED PARCEL SERVICE INC CL B 911312106 8,552 88,248 SH   DFND   88,248 0 0
UNITED TECHNOLOGIES CORP COM 913017109 48,255 435,000 SH   DFND   435,000 0 0
UNIVAR INC COM 91336L107 2,603 100,000 SH   DFND   100,000 0 0
VALEO SA COM 4937579 36,061 228,865 SH   DFND   228,865 0 0
VIACOM INC NEW CL B 92553P201 34,912 540,100 SH   DFND   540,100 0 0
VOLKSWAGEN AG COM 5497168 19,527 84,219 SH   DFND   84,219 0 0
VOLVO AB COM B1QH830 21,585 1,738,400 SH   DFND   1,738,400 0 0
WABCO HLDGS INC COM 92927K102 55,550 449,000 SH   DFND   449,000 0 0
WABTEC CORP COM 929740108 25,515 270,750 SH   DFND   270,750 0 0
WACKER CHEMIE AG COM B11Y568 4,335 42,000 SH   DFND   42,000 0 0
WESTMORELAND COAL CO COM 960878106 2,581 124,203 SH   DFND   124,203 0 0
WEYERHAEUSER CO COM 962166104 6,300 200,000 SH   DFND   200,000 0 0
WHIRLPOOL CORP COM 963320106 25,300 146,200 SH   DFND   146,200 0 0
WHITEWAVE FOODS CO COM 966244105 19,552 400,000 SH Call DFND   400,000 0 0
WILLIAMS COS INC DEL COM 969457100 14,348 250,000 SH Call DFND   250,000 0 0
WILLIAMS COS INC DEL COM 969457100 10,904 190,000 SH   DFND   190,000 0 0
WINGSTOP INC COM 974155103 99 3,500 SH   DFND   3,500 0 0
WL ROSS HLDG CORP UNIT 06/11/2019 92939D203 1,144 100,600 SH   DFND   100,600 0 0