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
3M CO COM 88579Y101 25,567 155,000 SH   DFND   155,000 0 0
ACUITY BRANDS INC COM 00508Y102 24,535 145,900 SH   DFND   145,900 0 0
AIR PRODS & CHEMS INC COM 009158106 10,590 70,000 SH   DFND   70,000 0 0
AK STL HLDG CORP COM 001547108 1,157 258,800 SH   DFND   258,800 0 0
AKZO NOBEL NV COM 5458314 6,814 90,000 SH   DFND   90,000 0 0
AMAZON COM INC COM 023135106 22,698 61,000 SH   DFND   61,000 0 0
ANDERSONS INC COM 034164103 1,437 34,745 SH   DFND   34,745 0 0
APERAM SA COM B58C6H1 2,490 62,000 SH   DFND   62,000 0 0
ARCTIC CAT INC COM 039670104 7,082 195,000 SH   DFND   195,000 0 0
AVIS BUDGET GROUP COM 053774105 58,991 999,597 SH   DFND   999,597 0 0
B/E AEROSPACE INC COM 073302101 22,585 355,000 SH   DFND   355,000 0 0
BABCOCK & WILCOX CO NEW COM 05615F102 802 25,000 SH   DFND   25,000 0 0
BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT COM 5756029 10,164 81,175 SH   DFND   81,175 0 0
BERRY PLASTICS GROUP INC COM 08579W103 20,809 575,000 SH   DFND   575,000 0 0
BLOOMIN BRANDS INC COM 094235108 37,349 1,535,100 SH   DFND   1,535,100 0 0
BOEING CO COM 097023105 24,763 165,000 SH   DFND   165,000 0 0
BOMBARDIER INC. COM 2109723 4,915 2,500,000 SH   DFND   2,500,000 0 0
BOYD GAMING CORP COM 103304101 24,906 1,753,935 SH   DFND   1,753,935 0 0
BRAVO BRIO RESTAURANT GROUP COM 10567B109 5,142 350,000 SH   DFND   350,000 0 0
BRENNTAG AG COM B4YVF56 8,333 139,000 SH   DFND   139,000 0 0
BRINKER INTL INC COM 109641100 11,081 180,000 SH   DFND   180,000 0 0
BRUNSWICK CORP COM 117043109 20,580 400,000 SH   DFND   400,000 0 0
BUNGE LIMITED COM G16962105 8,236 100,000 SH   DFND   100,000 0 0
BURLINGTON STORES INC COM 122017106 53,032 892,499 SH   DFND   892,499 0 0
CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 10,730 176,750 SH   DFND   176,750 0 0
CALLAWAY GOLF CO COM 131193104 20,013 2,100,000 SH   DFND   2,100,000 0 0
CARMAX INC COM 143130102 65,560 950,000 SH   DFND   950,000 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 2,902 350,000 SH   DFND   350,000 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 14,224 247,806 SH   DFND   247,806 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 94,046 487,009 SH   DFND   487,009 0 0
CHENIERE ENERGY INC COM NEW 16411R208 7,740 100,000 SH   DFND   100,000 0 0
CHICOS FAS INC COM 168615102 21,488 1,214,700 SH   DFND   1,214,700 0 0
CLARIANT AG COM 7113990 11,602 580,000 SH   DFND   580,000 0 0
COMPASS MINERALS INTL INC COM 20451N101 9,321 100,000 SH   DFND   100,000 0 0
CONNS INC COM 208242107 39,676 1,310,319 SH   DFND   1,310,319 0 0
CONNS INC COM 208242107 4,542 150,000 SH Call DFND   150,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 44,706 384,696 SH   DFND   384,696 0 0
CONTAINER STORE GROUP INC COM 210751103 6,419 336,937 SH   DFND   336,937 0 0
CONTINENTAL AKTIENGESELLSCHAFT COM 4598589 2,974 12,555 SH   DFND   12,555 0 0
COSI INC COM NEW 22122P200 1,193 448,498 SH   DFND   448,498 0 0
CRODA INTERNATIONAL PLC COM 233527 4,064 100,000 SH   DFND   100,000 0 0
CROWN HOLDINGS INC COM 228368106 7,521 139,219 SH   DFND   139,219 0 0
CST BRANDS INC COM 12646R105 17,247 393,502 SH   DFND   393,502 0 0
CSX CORP COM 126408103 16,625 501,948 SH   DFND   501,948 0 0
CUMMINS INC COM 231021106 3,466 25,000 SH   DFND   25,000 0 0
CYTEC INDS INC COM 232820100 2,972 55,000 SH   DFND   55,000 0 0
DAIMLER AG COM 5529027 2,982 30,906 SH   DFND   30,906 0 0
DANAHER CORP DEL COM 235851102 76,750 904,000 SH   DFND   904,000 0 0
DARDEN RESTAURANTS INC COM 237194105 20,802 300,000 SH   DFND   300,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 5,183 65,000 SH   DFND   65,000 0 0
DIAMOND FOODS INC COM 252603105 4,886 150,000 SH   DFND   150,000 0 0
DIAMOND RESORTS INTL INC COM 25272T104 15,879 475,000 SH   DFND   475,000 0 0
DICKS SPORTING GOODS INC COM 253393102 2,895 50,798 SH   DFND   50,798 0 0
DINEEQUITY INC COM 254423106 14,072 131,500 SH   DFND   131,500 0 0
DISNEY WALT CO COM DISNEY 254687106 56,641 540,000 SH   DFND   540,000 0 0
DOLLAR TREE INC COM 256746108 23,938 295,000 SH   DFND   295,000 0 0
DOW CHEM CO COM 260543103 9,596 200,000 SH   DFND   200,000 0 0
DSW INC CL A 23334L102 48,313 1,310,000 SH   DFND   1,310,000 0 0
EAGLE MATERIALS INC COM 26969P108 4,822 57,704 SH   DFND   57,704 0 0
EATON CORP PLC SHS G29183103 9,512 140,000 SH   DFND   140,000 0 0
ELECTROLUX AB COM B1KKBX6 2,153 75,000 SH   DFND   75,000 0 0
ELECTRONIC ARTS INC COM 285512109 75,695 1,287,000 SH   DFND   1,287,000 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 12,989 205,000 SH   DFND   205,000 0 0
ENPRO INDS INC COM 29355X107 9,893 150,000 SH   DFND   150,000 0 0
EVONIK INDUSTRIES AG COM B5ZQ9D3 10,887 305,000 SH   DFND   305,000 0 0
EXELIS INC COM 30162A108 1,219 50,000 SH   DFND   50,000 0 0
FACEBOOK INC CL A 30303M102 49,329 600,000 SH   DFND   600,000 0 0
FAIR ISAAC CORP COM 303250104 13,752 155,000 SH   DFND   155,000 0 0
FERRO CORP COM 315405100 25,050 1,996,032 SH   DFND   1,996,032 0 0
FIVE BELOW INC COM 33829M101 20,400 573,503 SH   DFND   573,503 0 0
FORESTAR GROUP INC COM 346233109 1,577 100,000 SH   DFND   100,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 11,983 325,000 SH   DFND   325,000 0 0
GENERAL DYNAMICS CORP COM 369550108 43,026 317,000 SH   DFND   317,000 0 0
GEVO INC COM 374396109 15 75,000 SH   DFND   75,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 48,244 428,262 SH   DFND   428,262 0 0
GILDAN ACTIVEWEAR INC COM 375916103 41,623 1,410,000 SH   DFND   1,410,000 0 0
GLOBE SPECIALTY METALS INC COM 37954N206 4,002 211,529 SH   DFND   211,529 0 0
GNC HLDGS INC COM CL A 36191G107 27,468 559,772 SH   DFND   559,772 0 0
GRACE W R & CO DEL NEW COM 38388F108 10,875 109,990 SH   DFND   109,990 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 5,162 355,000 SH   DFND   355,000 0 0
GREEN PLAINS INC COM 393222104 14,275 500,000 SH   DFND   500,000 0 0
GREENBRIER COS INC COM 393657101 1,106 19,066 SH   DFND   19,066 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 21,108 244,500 SH   DFND   244,500 0 0
GROUPON INC COM CL A 399473107 10,050 1,393,842 SH   DFND   1,393,842 0 0
HANESBRANDS INC COM 410345102 125,682 3,750,592 SH   DFND   3,750,592 0 0
HD SUPPLY HLDGS INC COM 40416M105 33,024 1,060,000 SH   DFND   1,060,000 0 0
HEARTLAND EXPRESS INC COM 422347104 8,316 350,000 SH   DFND   350,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 13,368 451,300 SH   DFND   451,300 0 0
HONEYWELL INTL INC COM 438516106 49,026 470,000 SH   DFND   470,000 0 0
HORSEHEAD HLDG CORP COM 440694305 114 9,000 SH   DFND   9,000 0 0
HUB GROUP INC CL A 443320106 1,827 46,500 SH   DFND   46,500 0 0
HUBBELL INC CL B 443510201 41,832 381,607 SH   DFND   381,607 0 0
HUBBELL INC CL A 443510102 1,471 13,902 SH   DFND   13,902 0 0
HUDSON'S BAY COMPANY COM B8436W4 34,157 1,650,000 SH   DFND   1,650,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 27,227 318,835 SH   DFND   318,835 0 0
ILLINOIS TOOL WKS INC COM 452308109 20,399 210,000 SH   DFND   210,000 0 0
INGERSOLL-RAND PLC SHS G47791101 27,572 405,000 SH   DFND   405,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 34,111 850,000 SH Put DFND   850,000 0 0
ITT CORP NEW COM NEW 450911201 5,987 150,000 SH   DFND   150,000 0 0
JASON INDS INC COM 471172106 12,007 1,695,902 SH Call DFND   1,695,902 0 0
JASON INDS INC COM 471172106 8,686 1,226,800 SH   DFND   1,226,800 0 0
JOHNSON CTLS INC COM 478366107 6,305 125,000 SH   DFND   125,000 0 0
JOY GLOBAL INC COM 481165108 1,959 50,000 SH   DFND   50,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 7,656 75,000 SH   DFND   75,000 0 0
KATE SPADE & CO COM 485865109 72,289 2,165,000 SH   DFND   2,165,000 0 0
KNOLL INC COM NEW 498904200 5,084 217,000 SH   DFND   217,000 0 0
KOHLS CORP COM 500255104 15,650 200,000 SH   DFND   200,000 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 40,882 325,000 SH   DFND   325,000 0 0
LA QUINTA HLDGS INC COM 50420D108 21,194 895,000 SH   DFND   895,000 0 0
LEAR CORP COM NEW 521865204 95,305 860,000 SH   DFND   860,000 0 0
LEGRAND SA COM B11ZRK9 3,100 57,275 SH   DFND   57,275 0 0
LENNOX INTL INC COM 526107107 37,501 335,762 SH   DFND   335,762 0 0
LITHIA MTRS INC CL A 536797103 43,126 433,823 SH   DFND   433,823 0 0
LOWES COS INC COM 548661107 78,111 1,050,018 SH   DFND   1,050,018 0 0
LOWES COS INC COM 548661107 55,793 750,000 SH Call DFND   750,000 0 0
LULULEMON ATHLETICA INC COM 550021109 70,550 1,102,007 SH   DFND   1,102,007 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 57,859 703,109 SH   DFND   703,109 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 34,561 408,287 SH   DFND   408,287 0 0
MAGNA INTL INC COM 559222401 30,131 561,518 SH   DFND   561,518 0 0
MALIBU BOATS INC COM CL A 56117J100 9,340 400,000 SH   DFND   400,000 0 0
MANPOWERGROUP INC COM 56418H100 52,487 609,250 SH   DFND   609,250 0 0
MARINEMAX INC COM 567908108 17,111 645,446 SH   DFND   645,446 0 0
MARTEN TRANS LTD COM 573075108 5,452 235,000 SH   DFND   235,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 51,027 365,000 SH   DFND   365,000 0 0
MENS WEARHOUSE INC COM 587118100 42,223 808,877 SH   DFND   808,877 0 0
MERITOR INC COM 59001K100 631 50,000 SH   DFND   50,000 0 0
METALDYNE PERFORMANCE GROUP COM 59116R107 451 25,000 SH   DFND   25,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 26,300 400,000 SH Put DFND   400,000 0 0
MICHAELS COS INC COM 59408Q106 27,255 1,007,214 SH   DFND   1,007,214 0 0
MINERALS TECHNOLOGIES INC COM 603158106 5,629 77,000 SH   DFND   77,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 38,087 906,178 SH   DFND   906,178 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 16,812 400,000 SH Call DFND   400,000 0 0
MOOG INC CL A 615394202 1,501 20,000 SH   DFND   20,000 0 0
MOSAIC CO NEW COM 61945C103 14,371 312,000 SH   DFND   312,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,425 150,000 SH Put DFND   150,000 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 22,659 396,000 SH   DFND   396,000 0 0
NIKE INC CL B 654106103 125,669 1,252,557 SH   DFND   1,252,557 0 0
NOMAD HOLDINGS LTD COM BLG2VT2 2,813 250,000 SH   DFND   250,000 0 0
NORDSTROM INC COM 655664100 70,033 871,927 SH   DFND   871,927 0 0
NORTHROP GRUMMAN CORP COM 666807102 40,256 250,100 SH   DFND   250,100 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 8,102 150,000 SH   DFND   150,000 0 0
OM GROUP INC COM 670872100 3,177 105,800 SH   DFND   105,800 0 0
ORION ENGINEERED CARBONS S A COM L72967109 7,200 400,000 SH   DFND   400,000 0 0
OXFORD INDS INC COM 691497309 1,637 21,700 SH   DFND   21,700 0 0
PENN NATL GAMING INC COM 707569109 23,099 1,475,000 SH   DFND   1,475,000 0 0
PENNEY J C INC COM 708160106 8,410 1,000,000 SH Call DFND   1,000,000 0 0
PINNACLE ENTMT INC COM 723456109 16,241 450,000 SH   DFND   450,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 12,445 304,950 SH   DFND   304,950 0 0
PPG INDS INC COM 693506107 38,477 170,600 SH   DFND   170,600 0 0
QUANTA SVCS INC COM 74762E102 15,549 545,000 SH   DFND   545,000 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 189 150,000 SH   DFND   150,000 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 189 150,000 SH Call DFND   150,000 0 0
QUINPARIO ACQUISITION CORP 2 UNIT 01/01/2023 74874U200 5,069 500,900 SH   DFND   500,900 0 0
RALPH LAUREN CORP CL A 751212101 32,875 250,000 SH Put DFND   250,000 0 0
RBC BEARINGS INC COM 75524B104 1,914 25,000 SH   DFND   25,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 10,440 120,000 SH   DFND   120,000 0 0
RENTECH INC COM 760112102 1,248 1,114,011 SH   DFND   1,114,011 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 34,717 350,000 SH Call DFND   350,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 64,089 646,125 SH   DFND   646,125 0 0
REXAM PLC COM BMHTPY2 2,148 250,000 SH   DFND   250,000 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 20,287 802,800 SH   DFND   802,800 0 0
ROCK-TENN CO CL A 772739207 4,515 70,000 SH   DFND   70,000 0 0
ROCKWELL COLLINS INC COM 774341101 33,300 344,900 SH   DFND   344,900 0 0
RPC GROUP PLC COM 719737 4,302 500,000 SH   DFND   500,000 0 0
RUSH ENTERPRISES INC CL A 781846209 1,633 59,695 SH   DFND   59,695 0 0
RYDER SYS INC COM 783549108 37,007 390,000 SH   DFND   390,000 0 0
SAFRAN SA COM B058TZ6 3,751 53,678 SH   DFND   53,678 0 0
SAIA INC COM 78709Y105 1,492 33,690 SH   DFND   33,690 0 0
SEAWORLD ENTMT INC COM 81282V100 3,856 200,000 SH   DFND   200,000 0 0
SELECT COMFORT CORP COM 81616X103 9,736 282,463 SH   DFND   282,463 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 27,173 350,258 SH   DFND   350,258 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 413 6,000 SH   DFND   6,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 140,880 1,015,060 SH   DFND   1,015,060 0 0
SKECHERS U S A INC CL A 830566105 22,087 307,152 SH   DFND   307,152 0 0
SMURFIT KAPPA GROUP PLC COM B1RR840 14,799 526,561 SH   DFND   526,561 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 150,983 731,400 SH Put DFND   731,400 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 227,073 1,100,000 SH Put DFND   1,100,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 50,520 500,000 SH Put DFND   500,000 0 0
STANDARD PAC CORP NEW COM 85375C101 6,435 714,954 SH   DFND   714,954 0 0
STEELCASE INC CL A 858155203 3,351 176,905 SH   DFND   176,905 0 0
STILLWATER MNG CO COM 86074Q102 1,938 150,000 SH   DFND   150,000 0 0
SUNEDISON INC COM 86732Y109 15,240 635,000 SH   DFND   635,000 0 0
SUNPOWER CORP COM 867652406 4,714 150,572 SH   DFND   150,572 0 0
TARKETT SA COM BGH15L3 1,953 86,514 SH   DFND   86,514 0 0
TEEKAY CORPORATION COM Y8564W103 6,986 150,000 SH   DFND   150,000 0 0
TEREX CORP NEW COM 880779103 3,989 150,000 SH Put DFND   150,000 0 0
TESLA MTRS INC COM 88160R101 14,158 75,000 SH Call DFND   75,000 0 0
TESLA MTRS INC COM 88160R101 13,214 70,000 SH   DFND   70,000 0 0
TEXAS ROADHOUSE INC COM 882681109 2,732 75,000 SH   DFND   75,000 0 0
TEXTRON INC COM 883203101 21,057 475,000 SH   DFND   475,000 0 0
TIME WARNER INC COM NEW 887317303 50,664 600,000 SH   DFND   600,000 0 0
TRANSDIGM GROUP INC COM 893641100 5,240 23,959 SH   DFND   23,959 0 0
TRINITY INDS INC COM 896522109 4,936 139,000 SH   DFND   139,000 0 0
TUTOR PERINI CORP COM 901109108 5,137 220,000 SH   DFND   220,000 0 0
TYCO INTL PLC SHS G91442106 3,230 75,000 SH   DFND   75,000 0 0
TYSON FOODS INC CL A 902494103 6,821 178,100 SH   DFND   178,100 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 52,798 350,000 SH Call DFND   350,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 78,411 519,797 SH   DFND   519,797 0 0
UNION PAC CORP COM 907818108 8,123 75,000 SH   DFND   75,000 0 0
UNITED RENTALS INC COM 911363109 13,674 150,000 SH   DFND   150,000 0 0
UNITED STATES STL CORP NEW COM 912909108 17,090 700,415 SH   DFND   700,415 0 0
UNITED TECHNOLOGIES CORP COM 913017109 109,341 932,941 SH   DFND   932,941 0 0
URBAN OUTFITTERS INC COM 917047102 28,075 615,000 SH   DFND   615,000 0 0
V F CORP COM 918204108 97,903 1,300,000 SH Put DFND   1,300,000 0 0
VAIL RESORTS INC COM 91879Q109 4,137 40,000 SH   DFND   40,000 0 0
VALEO SA COM 4937579 12,977 86,800 SH   DFND   86,800 0 0
VISTEON CORP COM NEW 92839U206 7,230 75,000 SH   DFND   75,000 0 0
WABCO HLDGS INC COM 92927K102 27,722 225,600 SH   DFND   225,600 0 0
WESTLAKE CHEM CORP COM 960413102 9,827 136,594 SH   DFND   136,594 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103 1,389 51,800 SH   DFND   51,800 0 0
WHITEWAVE FOODS CO COM 966244105 25,496 575,000 SH   DFND   575,000 0 0
WL ROSS HLDG CORP UNIT 06/11/2019 92939D203 1,054 100,600 SH   DFND   100,600 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 11,510 640,852 SH   DFND   640,852 0 0
YUM BRANDS INC COM 988498101 11,808 150,000 SH   DFND   150,000 0 0
ZULILY INC CL A 989774104 9,750 750,544 SH   DFND   750,544 0 0