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
AARONS INC COM PAR $0.50 002535300 20,066 656,400 SH   DFND   656,400 0 0
ACUITY BRANDS INC COM 00508Y102 3,502 25,000 SH   DFND   25,000 0 0
APERAM REG COM B58C6H1 2,974 100,000 SH   DFND   100,000 0 0
ARKEMA SA COM B0Z5YZ2 5,948 89,274 SH   DFND   89,274 0 0
ASHTEAD GROUP PLC COM 53673 5,168 288,000 SH   DFND   288,000 0 0
AVIS BUDGET GROUP COM 053774105 64,340 970,000 SH   DFND   970,000 0 0
B/E AEROSPACE INC COM 073302101 23,208 400,000 SH   DFND   400,000 0 0
BAYERISCHE MOTOREN WERKE AKG COM 5756029 25,620 235,900 SH   DFND   235,900 0 0
BEMIS INC COM 081437105 7,912 175,000 SH   DFND   175,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 11,785 373,534 SH   DFND   373,534 0 0
BLOOMIN BRANDS INC COM 094235108 37,140 1,500,000 SH   DFND   1,500,000 0 0
BOB EVANS FARMS INC COM 096761101 10,236 200,000 SH   DFND   200,000 0 0
BOYD GAMING CORP COM 103304101 20,448 1,600,000 SH   DFND   1,600,000 0 0
BRINKER INTL INC COM 109641100 20,542 350,000 SH   DFND   350,000 0 0
BRUNSWICK CORP COM 117043109 61,512 1,200,000 SH   DFND   1,200,000 0 0
BURLINGTON STORES INC COM 122017106 70,890 1,500,000 SH   DFND   1,500,000 0 0
CALLAWAY GOLF CO COM 131193104 12,320 1,600,000 SH   DFND   1,600,000 0 0
CARMAX INC COM 143130102 98,285 1,476,200 SH   DFND   1,476,200 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 2,671 350,000 SH   DFND   350,000 0 0
CATERPILLAR INC DEL COM 149123101 13,730 150,000 SH Put DFND   150,000 0 0
CELANESE CORP DEL COM SER A 150870103 2,099 35,000 SH   DFND   35,000 0 0
CF INDS HLDGS INC COM 125269100 20,713 76,000 SH   DFND   76,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 68,641 411,964 SH   DFND   411,964 0 0
CHEESECAKE FACTORY INC COM 163072101 5,031 100,000 SH Put DFND   100,000 0 0
COMCAST CORP NEW CL A 20030N101 43,508 750,000 SH   DFND   750,000 0 0
CONNS INC COM 208242107 9,345 500,000 SH Call DFND   500,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,542 97,196 SH   DFND   97,196 0 0
CONTINENTAL AKG COM 4598589 8,706 40,993 SH   DFND   40,993 0 0
CON-WAY INC COM 205944101 13,905 282,739 SH   DFND   282,739 0 0
COSI INC COM NEW 22122P200 713 448,498 SH   DFND   448,498 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 1,077 39,734 SH   DFND   39,734 0 0
CRODA INTERNATIONAL PLC COM 233527 4,147 100,000 SH   DFND   100,000 0 0
CST BRANDS INC COM 12646R105 16,790 385,000 SH   DFND   385,000 0 0
DANAHER CORP DEL COM 235851102 55,557 648,202 SH   DFND   648,202 0 0
DARDEN RESTAURANTS INC COM 237194105 23,452 400,000 SH   DFND   400,000 0 0
DEAN FOODS CO NEW COM NEW 242370203 8,237 425,000 SH   DFND   425,000 0 0
DELEK US HLDGS INC COM 246647101 2,728 100,000 SH   DFND   100,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 7,272 100,000 SH Put DFND   100,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 39,269 540,000 SH   DFND   540,000 0 0
DIAMOND FOODS INC COM 252603105 149 5,278 SH   DFND   5,278 0 0
DICKS SPORTING GOODS INC COM 253393102 55,856 1,125,000 SH   DFND   1,125,000 0 0
DINEEQUITY INC COM 254423106 26,584 256,500 SH   DFND   256,500 0 0
DOVER CORP COM 260003108 10,758 150,000 SH Put DFND   150,000 0 0
DSW INC CL A 23334L102 31,892 855,000 SH   DFND   855,000 0 0
EATON CORP PLC SHS G29183103 17,982 264,600 SH   DFND   264,600 0 0
ELECTROLUX-B COM B1KKBX6 9,540 325,513 SH   DFND   325,513 0 0
ELECTRONIC ARTS INC COM 285512109 47,023 1,000,180 SH   DFND   1,000,180 0 0
EMERSON ELEC CO COM 291011104 9,260 150,000 SH Put DFND   150,000 0 0
ENPRO INDS INC COM 29355X107 22,294 355,230 SH   DFND   355,230 0 0
EXELIS INC COM 30162A108 3,006 171,504 SH   DFND   171,504 0 0
EXPEDITORS INTL WASH INC COM 302130109 13,829 310,000 SH   DFND   310,000 0 0
FACEBOOK INC CL A 30303M102 46,812 600,000 SH   DFND   600,000 0 0
FERRO CORP COM 315405100 22,742 1,754,800 SH   DFND   1,754,800 0 0
FORESTAR GROUP INC COM 346233109 2,695 175,000 SH   DFND   175,000 0 0
FRESHPET INC COM 358039105 3,435 201,345 SH   DFND   201,345 0 0
FULLER H B CO COM 359694106 3,143 70,592 SH   DFND   70,592 0 0
GATX CORP COM 361448103 2,353 40,900 SH   DFND   40,900 0 0
GEVO INC COM 374396109 24 75,000 SH   DFND   75,000 0 0
GEVO INC COM 374396109 48 150,000 SH Call DFND   150,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 20,202 200,000 SH   DFND   200,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103 32,799 580,000 SH   DFND   580,000 0 0
GLOBE SPECIALTY METALS INC COM 37954N206 3,471 201,475 SH   DFND   201,475 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 4,631 340,000 SH   DFND   340,000 0 0
GREEN PLAINS INC COM 393222104 16,107 650,000 SH   DFND   650,000 0 0
GREENBRIER COS INC COM 393657101 8,081 150,393 SH   DFND   150,393 0 0
GROUPON INC COM CL A 399473107 25,833 3,127,462 SH   DFND   3,127,462 0 0
HANESBRANDS INC COM 410345102 121,543 1,088,898 SH   DFND   1,088,898 0 0
HD SUPPLY HLDGS INC COM 40416M105 65,606 2,224,700 SH   DFND   2,224,700 0 0
HEARTLAND EXPRESS INC COM 422347104 12,965 480,000 SH   DFND   480,000 0 0
HERSHEY CO COM 427866108 2,079 20,000 SH   DFND   20,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 14,350 550,000 SH   DFND   550,000 0 0
HONEYWELL INTL INC COM 438516106 57,179 572,244 SH   DFND   572,244 0 0
HUBBELL INC CL A 443510102 1,545 13,902 SH   DFND   13,902 0 0
HUBBELL INC CL B 443510201 51,460 481,700 SH   DFND   481,700 0 0
HUDSON'S BAY COMPANY COM B8436W4 20,257 958,500 SH   DFND   958,500 0 0
HUNTSMAN CORP COM 447011107 3,417 150,000 SH   DFND   150,000 0 0
INGERSOLL-RAND PLC SHS G47791101 31,441 496,000 SH   DFND   496,000 0 0
INTERFACE INC COM 458665304 2,383 144,700 SH   DFND   144,700 0 0
ITT CORP NEW COM NEW 450911201 13,398 331,142 SH   DFND   331,142 0 0
JASON INDS INC COM 471172106 16,705 1,695,902 SH Call DFND   1,695,902 0 0
JASON INDS INC COM 471172106 12,084 1,226,800 SH   DFND   1,226,800 0 0
KATE SPADE & CO COM 485865109 79,998 2,499,153 SH   DFND   2,499,153 0 0
KIRBY CORP COM 497266106 4,844 60,000 SH   DFND   60,000 0 0
KLX INC COM 482539103 2,062 49,998 SH   DFND   49,998 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 2,401 115,483 SH   DFND   115,483 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 20,429 161,862 SH   DFND   161,862 0 0
LA QUINTA HLDGS INC COM 50420D108 14,339 650,000 SH   DFND   650,000 0 0
LANDS END INC NEW COM 51509F105 4,003 74,184 SH   DFND   74,184 0 0
LANXESS AG COM B05M8B7 1,163 25,000 SH   DFND   25,000 0 0
LEAR CORP COM NEW 521865204 98,060 999,800 SH   DFND   999,800 0 0
LENNAR CORP CL A 526057104 3,361 75,000 SH   DFND   75,000 0 0
LENNOX INTL INC COM 526107107 50,862 535,000 SH   DFND   535,000 0 0
LITHIA MTRS INC CL A 536797103 26,466 305,300 SH   DFND   305,300 0 0
LOWES COS INC COM 548661107 36,808 535,000 SH   DFND   535,000 0 0
LULULEMON ATHLETICA INC COM 550021109 53,275 954,923 SH   DFND   954,923 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 43,465 611,409 SH   DFND   611,409 0 0
MACYS INC COM 55616P104 26,300 400,000 SH Put DFND   400,000 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 22,578 300,000 SH   DFND   300,000 0 0
MAGNA INTL INC COM 559222401 36,194 333,000 SH   DFND   333,000 0 0
MALIBU BOATS INC COM CL A 56117J100 7,419 385,000 SH   DFND   385,000 0 0
MARINEMAX INC COM 567908108 12,030 600,000 SH   DFND   600,000 0 0
MARTEN TRANS LTD COM 573075108 3,115 142,500 SH   DFND   142,500 0 0
MICHAELS COS INC COM 59408Q106 8,408 340,000 SH   DFND   340,000 0 0
NIKE INC CL B 654106103 60,094 625,000 SH   DFND   625,000 0 0
NOMAD HOLDINGS LIMITED COM BLG2VT2 2,731 250,000 SH   DFND   250,000 0 0
NORDSTROM INC COM 655664100 53,152 669,500 SH   DFND   669,500 0 0
OM GROUP INC COM 670872100 3,613 121,250 SH   DFND   121,250 0 0
ORION ENGINEERED CARBONS S A COM L72967109 4,955 291,618 SH   DFND   291,618 0 0
PACKAGING CORP AMER COM 695156109 6,244 80,000 SH   DFND   80,000 0 0
PENN NATL GAMING INC COM 707569109 21,968 1,600,000 SH   DFND   1,600,000 0 0
PIER 1 IMPORTS INC COM 720279108 14,699 954,490 SH   DFND   954,490 0 0
PINNACLE FOODS INC DEL COM 72348P104 17,650 500,000 SH   DFND   500,000 0 0
PLY GEM HLDGS INC COM 72941W100 2,853 204,047 SH   DFND   204,047 0 0
PPG INDS INC COM 693506107 28,648 123,936 SH   DFND   123,936 0 0
QUALITY DISTR INC FLA COM 74756M102 1,790 168,245 SH   DFND   168,245 0 0
QUANTA SVCS INC COM 74762E102 16,182 570,000 SH   DFND   570,000 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 216 150,000 SH   DFND   150,000 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 216 150,000 SH Call DFND   150,000 0 0
RALPH LAUREN CORP CL A 751212101 37,032 200,000 SH Put DFND   200,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 13,471 175,000 SH   DFND   175,000 0 0
RENT A CTR INC NEW COM 76009N100 15,436 425,000 SH   DFND   425,000 0 0
RENTECH INC COM 760112102 1,404 1,114,011 SH   DFND   1,114,011 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 51,879 540,350 SH   DFND   540,350 0 0
REXNORD CORP NEW COM 76169B102 7,842 278,000 SH   DFND   278,000 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 13,389 573,400 SH   DFND   573,400 0 0
ROBERT HALF INTL INC COM 770323103 12,260 210,000 SH   DFND   210,000 0 0
ROCKWOOD HLDGS INC COM 774415103 3,507 44,500 SH   DFND   44,500 0 0
ROPER INDS INC NEW COM 776696106 12,508 80,000 SH   DFND   80,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 21,432 260,000 SH   DFND   260,000 0 0
RPM INTL INC COM 749685103 5,071 100,000 SH   DFND   100,000 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 5,729 450,000 SH   DFND   450,000 0 0
SELECT COMFORT CORP COM 81616X103 8,729 322,949 SH   DFND   322,949 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 39,580 500,000 SH Call DFND   500,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 124,992 950,000 SH   DFND   950,000 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 3,460 100,000 SH   DFND   100,000 0 0
SKECHERS U S A INC CL A 830566105 14,010 253,581 SH   DFND   253,581 0 0
SMURFIT KAPPA GROUP PLC COM B1RR840 12,207 539,561 SH   DFND   539,561 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 308,310 1,500,000 SH Put DFND   1,500,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 48,005 500,000 SH Put DFND   500,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 18,515 193,511 SH   DFND   193,511 0 0
STANDARD PAC CORP NEW COM 85375C101 5,212 714,954 SH   DFND   714,954 0 0
STEEL DYNAMICS INC COM 858119100 5,922 300,000 SH   DFND   300,000 0 0
STILLWATER MNG CO COM 86074Q102 3,685 250,000 SH   DFND   250,000 0 0
SUNPOWER CORP COM 867652406 4,520 175,000 SH   DFND   175,000 0 0
SWIFT TRANSN CO CL A 87074U101 37,902 1,323,844 SH   DFND   1,323,844 0 0
TEMPUR SEALY INTL INC COM 88023U101 28,645 521,679 SH   DFND   521,679 0 0
TEXAS ROADHOUSE INC COM 882681109 14,179 420,000 SH   DFND   420,000 0 0
TEXTRON INC COM 883203101 9,264 220,000 SH   DFND   220,000 0 0
TIME WARNER INC COM NEW 887317303 29,897 350,000 SH   DFND   350,000 0 0
TYCO INTL PLC SHS G91442106 3,728 85,000 SH   DFND   85,000 0 0
TYSON FOODS INC CL A 902494103 21,047 525,000 SH   DFND   525,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 8,663 67,765 SH   DFND   67,765 0 0
UNITED RENTALS INC COM 911363109 38,845 380,800 SH   DFND   380,800 0 0
UNITED TECHNOLOGIES CORP COM 913017109 98,679 858,082 SH   DFND   858,082 0 0
UNITED TECHNOLOGIES CORP COM 913017109 11,500 100,000 SH Put DFND   100,000 0 0
URBAN OUTFITTERS INC COM 917047102 12,296 350,000 SH   DFND   350,000 0 0
VISTEON CORP COM NEW 92839U206 19,837 185,631 SH   DFND   185,631 0 0
VULCAN MATLS CO COM 929160109 27,600 419,897 SH   DFND   419,897 0 0
WABCO HLDGS INC COM 92927K102 46,532 444,097 SH   DFND   444,097 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 3,206 50,534 SH   DFND   50,534 0 0
WERNER ENTERPRISES INC COM 950755108 13,679 439,140 SH   DFND   439,140 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103 725 25,000 SH   DFND   25,000 0 0
WEYERHAEUSER CO COM 962166104 4,504 125,500 SH   DFND   125,500 0 0
WHIRLPOOL CORP COM 963320106 27,124 140,000 SH   DFND   140,000 0 0
WHITEWAVE FOODS CO COM 966244105 13,996 400,000 SH   DFND   400,000 0 0
WL ROSS HLDG CORP UNIT 99/99/9999 92939D203 1,167 100,600 SH   DFND   100,600 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 34,875 1,550,684 SH   DFND   1,550,684 0 0
ZOES KITCHEN INC COM 98979J109 4,115 137,596 SH   DFND   137,596 0 0