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 159,713 3,605,252 SH   DFND   3,605,252 0 0
ACTIVISION BLIZZARD INC COM 00507V109 44,300 1,000,000 SH Call DFND   1,000,000 0 0
ADIDAS COM 4031976 76,376 440,000 SH   DFND   440,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 52,873 354,568 SH   DFND   354,568 0 0
AIR PRODS & CHEMS INC COM 009158106 18,492 123,000 SH   DFND   123,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 25,841 375,000 SH   DFND   375,000 0 0
AMAZON COM INC COM 023135106 128,021 152,896 SH   DFND   152,896 0 0
ANDERSONS INC COM 034164103 1,809 50,000 SH   DFND   50,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 45,994 350,000 SH   DFND   350,000 0 0
ARITZIA INC COM 04045U102 305 25,000 SH   DFND   25,000 0 0
AUTOZONE INC COM 053332102 63,727 82,941 SH   DFND   82,941 0 0
AVIS BUDGET GROUP COM 053774105 12,800 374,157 SH   DFND   374,157 0 0
B & G FOODS INC NEW COM 05508R106 11,066 225,000 SH   DFND   225,000 0 0
B/E AEROSPACE INC COM 073302101 5,715 110,620 SH   DFND   110,620 0 0
BERRY PLASTICS GROUP INC COM 08579W103 5,907 134,700 SH   DFND   134,700 0 0
BEST BUY INC COM 086516101 28,635 750,000 SH Call DFND   750,000 0 0
BLOOMIN BRANDS INC COM 094235108 4,578 265,549 SH   DFND   265,549 0 0
BOYD GAMING CORP COM 103304101 16,813 850,000 SH   DFND   850,000 0 0
BRUNSWICK CORP COM 117043109 56,097 1,150,000 SH   DFND   1,150,000 0 0
CABELAS INC COM 126804301 35,739 650,620 SH   DFND   650,620 0 0
CABELAS INC COM 126804301 27,465 500,000 SH Put DFND   500,000 0 0
CALLAWAY GOLF CO COM 131193104 30,767 2,650,000 SH   DFND   2,650,000 0 0
CANADIAN PAC RY LTD COM 13645T100 88,002 576,307 SH   DFND   576,307 0 0
CARMAX INC COM 143130102 5,869 110,000 SH   DFND   110,000 0 0
CATERPILLAR INC DEL COM 149123101 42,166 475,000 SH   DFND   475,000 0 0
CELADON GROUP INC COM 150838100 3,916 448,000 SH   DFND   448,000 0 0
CELANESE CORP DEL COM SER A 150870103 9,318 140,000 SH   DFND   140,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 133,440 494,276 SH   DFND   494,276 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 40,496 150,000 SH Call DFND   150,000 0 0
CHEMOURS CO COM 163851108 4,240 265,000 SH   DFND   265,000 0 0
CHEMTURA CORP COM NEW 163893209 8,120 247,500 SH   DFND   247,500 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 1,402 50,000 SH   DFND   50,000 0 0
CINTAS CORP COM 172908105 15,557 138,161 SH   DFND   138,161 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 1,090 200,300 SH   DFND   200,300 0 0
CME GROUP INC COM 12572Q105 52,260 500,000 SH Put DFND   500,000 0 0
COACH INC COM 189754104 10,968 300,000 SH   DFND   300,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 52,668 1,320,000 SH   DFND   1,320,000 0 0
COLFAX CORP COM 194014106 13,986 445,000 SH   DFND   445,000 0 0
COMCAST CORP NEW CL A 20030N101 26,536 400,000 SH   DFND   400,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 118,208 710,000 SH   DFND   710,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 41,940 275,000 SH   DFND   275,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 61,004 400,000 SH Call DFND   400,000 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 2,459 127,191 SH   DFND   127,191 0 0
CSX CORP COM 126408103 24,932 817,433 SH   DFND   817,433 0 0
CSX CORP COM 126408103 7,625 250,000 SH Call DFND   250,000 0 0
CUMMINS INC COM 231021106 11,277 87,998 SH   DFND   87,998 0 0
CVS HEALTH CORP COM 126650100 32,926 370,000 SH   DFND   370,000 0 0
DICKS SPORTING GOODS INC COM 253393102 57 1,000 SH   DFND   1,000 0 0
DINEEQUITY INC COM 254423106 6,335 80,000 SH   DFND   80,000 0 0
DOLLAR TREE INC COM 256746108 50,515 640,000 SH   DFND   640,000 0 0
E L F BEAUTY INC COM 26856L103 1,406 50,000 SH   DFND   50,000 0 0
EASTMAN CHEM CO COM 277432100 11,844 175,000 SH   DFND   175,000 0 0
ELECTRONIC ARTS INC COM 285512109 117,869 1,380,200 SH   DFND   1,380,200 0 0
ELECTRONIC ARTS INC COM 285512109 42,700 500,000 SH Put DFND   500,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 8,520 600,000 SH   DFND   600,000 0 0
FACEBOOK INC CL A 30303M102 64,135 500,000 SH Put DFND   500,000 0 0
FACEBOOK INC CL A 30303M102 134,684 1,050,000 SH   DFND   1,050,000 0 0
FEDEX CORP COM 31428X106 67,458 386,180 SH   DFND   386,180 0 0
FEDEX CORP COM 31428X106 17,468 100,000 SH Call DFND   100,000 0 0
FERRO CORP COM 315405100 7,967 576,882 SH   DFND   576,882 0 0
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 1,065 150,589 SH   DFND   150,589 0 0
FLOWSERVE CORP COM 34354P105 12,060 250,000 SH   DFND   250,000 0 0
FOOT LOCKER INC COM 344849104 46,680 689,303 SH   DFND   689,303 0 0
FOOT LOCKER INC COM 344849104 54,176 800,000 SH Call DFND   800,000 0 0
FORTIVE CORP COM 34959J108 21,505 422,499 SH   DFND   422,499 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 18,398 550,000 SH   DFND   550,000 0 0
GENERAL DYNAMICS CORP COM 369550108 54,306 350,000 SH   DFND   350,000 0 0
GENESEE & WYO INC CL A 371559105 27,677 401,400 SH   DFND   401,400 0 0
GEVO INC COM NEW 374396208 72 150,000 SH Call DFND   150,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 3,230 100,000 SH   DFND   100,000 0 0
GRAY TELEVISION INC COM 389375106 8,319 803,008 SH   DFND   803,008 0 0
GREEN PLAINS INC COM 393222104 6,550 250,000 SH   DFND   250,000 0 0
HANESBRANDS INC COM 410345102 100,770 3,990,884 SH   DFND   3,990,884 0 0
HARLEY DAVIDSON INC COM 412822108 7,889 150,000 SH Call DFND   150,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 11,211 350,550 SH   DFND   350,550 0 0
HERSHEY CO COM 427866108 7,170 75,000 SH   DFND   75,000 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 19,389 482,800 SH   DFND   482,800 0 0
HOME DEPOT INC COM 437076102 38,604 300,000 SH Call DFND   300,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 42,010 350,550 SH   DFND   350,550 0 0
INGERSOLL-RAND PLC SHS G47791101 29,821 438,932 SH   DFND   438,932 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 134,680 500,000 SH Put DFND   500,000 0 0
INTERFACE INC COM 458665304 2,119 126,989 SH   DFND   126,989 0 0
INTERFOR CORPORTATION COM 45868C109 1,700 150,000 SH   DFND   150,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 43,244 1,934,847 SH   DFND   1,934,847 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 130,421 1,050,000 SH Put DFND   1,050,000 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 4,456 200,000 SH   DFND   200,000 0 0
ISRAEL CHEMICALS LTD COM 6455530 1,949 500,000 SH   DFND   500,000 0 0
JASON INDS INC COM 471172106 1,567 705,897 SH   DFND   705,897 0 0
JASON INDS INC COM 471172106 3,384 1,524,201 SH Call DFND   1,524,201 0 0
JOHNSON CTLS INTL PLC SHS G51502105 24,790 532,776 SH   DFND   532,776 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 3,784 200,000 SH   DFND   200,000 0 0
KATE SPADE & CO COM 485865109 56,813 3,316,566 SH   DFND   3,316,566 0 0
KATE SPADE & CO COM 485865109 8,565 500,000 SH Call DFND   500,000 0 0
KENNAMETAL INC COM 489170100 19,551 673,700 SH   DFND   673,700 0 0
KIRBY CORP COM 497266106 3,108 50,000 SH   DFND   50,000 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 30,146 200,000 SH   DFND   200,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 24,077 368,664 SH   DFND   368,664 0 0
LANXESS AG COM B05M8B7 1,864 30,000 SH   DFND   30,000 0 0
LAUDER ESTEE COS INC CL A 518439104 54,022 610,000 SH   DFND   610,000 0 0
LEAR CORP COM NEW 521865204 12,122 100,000 SH   DFND   100,000 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 36,661 1,832,138 SH   DFND   1,832,138 0 0
LOWES COS INC COM 548661107 63,184 875,000 SH Put DFND   875,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,436 55,000 SH   DFND   55,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 36,835 442,514 SH   DFND   442,514 0 0
MALIBU BOATS INC COM CL A 56117J100 4,619 310,000 SH   DFND   310,000 0 0
MARINEMAX INC COM 567908108 12,151 580,000 SH   DFND   580,000 0 0
MERCER INTL INC COM 588056101 1,076 127,000 SH   DFND   127,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 14,339 550,000 SH   DFND   550,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 17,570 675,000 SH   DFND   675,000 0 0
MIDDLEBY CORP COM 596278101 12,362 100,000 SH   DFND   100,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 29,314 688,600 SH   DFND   688,600 0 0
MOHAWK INDS INC COM 608190104 13,728 68,526 SH   DFND   68,526 0 0
MOLSON COORS BREWING CO CL B 60871R209 179,400 1,633,876 SH   DFND   1,633,876 0 0
MOLSON COORS BREWING CO CL B 60871R209 153,720 1,400,000 SH Call DFND   1,400,000 0 0
MRC GLOBAL INC COM 55345K103 4,929 300,000 SH   DFND   300,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,578 200,000 SH Call DFND   200,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,006 175,000 SH   DFND   175,000 0 0
NETFLIX INC COM 64110L106 4,928 50,000 SH   DFND   50,000 0 0
NEWELL BRANDS INC COM 651229106 125,094 2,375,504 SH   DFND   2,375,504 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 1,414 171,624 SH Call DFND   171,624 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 2,180 264,579 SH   DFND   264,579 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 60,921 1,055,632 SH   DFND   1,055,632 0 0
NIKE INC CL B 654106103 73,710 1,400,000 SH   DFND   1,400,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 58,094 598,535 SH   DFND   598,535 0 0
NORTHROP GRUMMAN CORP COM 666807102 38,511 180,000 SH   DFND   180,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 74,788 266,994 SH   DFND   266,994 0 0
OPGEN INC COM 68373L109 164 100,000 SH Call DFND   100,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 14,639 781,137 SH   DFND   781,137 0 0
OSHKOSH CORP COM 688239201 14,560 260,000 SH   DFND   260,000 0 0
PACCAR INC COM 693718108 15,577 265,000 SH   DFND   265,000 0 0
PAPA JOHNS INTL INC COM 698813102 6,409 81,279 SH   DFND   81,279 0 0
PARKER HANNIFIN CORP COM 701094104 47,701 380,000 SH   DFND   380,000 0 0
PENN NATL GAMING INC COM 707569109 20,355 1,500,000 SH   DFND   1,500,000 0 0
PENN NATL GAMING INC COM 707569109 2,714 200,000 SH Call DFND   200,000 0 0
POST HLDGS INC COM 737446104 13,891 180,000 SH   DFND   180,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 119 1,000 SH   DFND   1,000 0 0
PRICELINE GRP INC COM NEW 741503403 14,715 10,000 SH   DFND   10,000 0 0
PROSHARES TR II VIX SHORT TERM F 74347W262 4,250 150,000 SH   DFND   150,000 0 0
PVH CORP COM 693656100 33,150 300,000 SH Call DFND   300,000 0 0
PVH CORP COM 693656100 80,113 725,000 SH   DFND   725,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 38 18,753 SH Call DFND   18,753 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 15 7,357 SH   DFND   7,357 0 0
QUINPARIO ACQUISITION CORP 2 UNIT 01/01/2023 74874U200 393 39,000 SH   DFND   39,000 0 0
QUINPARIO ACQUISITION CORP 2 COM 74874U101 1,968 198,600 SH Call DFND   198,600 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 10,112 225,000 SH   DFND   225,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 20,748 600,000 SH   DFND   600,000 0 0
ROSS STORES INC COM 778296103 22,505 350,000 SH   DFND   350,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 22,485 300,000 SH   DFND   300,000 0 0
SAIA INC COM 78709Y105 8,784 293,207 SH   DFND   293,207 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 16,692 649,990 SH   DFND   649,990 0 0
SIGNET JEWELERS LIMITED SHS G81276100 17,887 240,000 SH Call DFND   240,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 49,562 665,000 SH   DFND   665,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 346,080 1,600,000 SH Put DFND   1,600,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 130,650 3,000,000 SH Call DFND   3,000,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 26,130 600,000 SH Put DFND   600,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 5,111 485,855 SH   DFND   485,855 0 0
STANLEY BLACK & DECKER INC COM 854502101 26,441 215,000 SH   DFND   215,000 0 0
STEEL DYNAMICS INC COM 858119100 13,403 536,344 SH   DFND   536,344 0 0
STEELCASE INC CL A 858155203 5,556 400,000 SH Put DFND   400,000 0 0
SUMMIT MATLS INC CL A 86614U100 7,525 405,643 SH   DFND   405,643 0 0
SWIFT TRANSN CO CL A 87074U101 12,286 572,245 SH   DFND   572,245 0 0
TAILORED BRANDS INC COM 87403A107 5,495 350,000 SH Put DFND   350,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 53,670 1,190,545 SH   DFND   1,190,545 0 0
TARGET CORP COM 87612E106 27,472 400,000 SH Call DFND   400,000 0 0
TECK RESOURCES LTD CL B 878742204 4,014 222,620 SH   DFND   222,620 0 0
TEREX CORP NEW COM 880779103 15,667 616,582 SH   DFND   616,582 0 0
TESORO CORP COM 881609101 4,774 60,000 SH   DFND   60,000 0 0
TEXTRON INC COM 883203101 2,324 58,466 SH   DFND   58,466 0 0
TIMKEN CO COM 887389104 3,514 100,000 SH   DFND   100,000 0 0
TJX COS INC NEW COM 872540109 112,170 1,500,000 SH Call DFND   1,500,000 0 0
TJX COS INC NEW COM 872540109 86,116 1,151,597 SH   DFND   1,151,597 0 0
TRINSEO S A SHS L9340P101 3,394 60,000 SH   DFND   60,000 0 0
TRONOX LTD SHS CL A Q9235V101 4,732 505,000 SH   DFND   505,000 0 0
U S CONCRETE INC COM NEW 90333L201 34,492 748,773 SH   DFND   748,773 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 64,256 270,005 SH   DFND   270,005 0 0
UNION PAC CORP COM 907818108 99,333 1,018,490 SH   DFND   1,018,490 0 0
UNION PAC CORP COM 907818108 24,383 250,000 SH Call DFND   250,000 0 0
UNITED RENTALS INC COM 911363109 20,976 267,241 SH   DFND   267,241 0 0
UNITED TECHNOLOGIES CORP COM 913017109 3,173 31,235 SH   DFND   31,235 0 0
UNIVAR INC COM 91336L107 2,185 100,000 SH   DFND   100,000 0 0
VERSUM MATLS INC COM 92532W103 2,270 100,000 SH   DFND   100,000 0 0
VULCAN MATLS CO COM 929160109 34,608 304,300 SH   DFND   304,300 0 0
WABCO HLDGS INC COM 92927K102 14,191 125,000 SH   DFND   125,000 0 0
WABTEC CORP COM 929740108 16,714 204,700 SH   DFND   204,700 0 0
WESCO INTL INC COM 95082P105 11,929 194,000 SH   DFND   194,000 0 0
WESTROCK CO COM 96145D105 9,287 191,573 SH   DFND   191,573 0 0
WHITEWAVE FOODS CO COM 966244105 34,019 625,000 SH   DFND   625,000 0 0
WHITEWAVE FOODS CO COM 966244105 13,608 250,000 SH Call DFND   250,000 0 0
WILLIAMS SONOMA INC COM 969904101 30,648 600,000 SH Call DFND   600,000 0 0
XYLEM INC COM 98419M100 21,767 415,000 SH   DFND   415,000 0 0
YAR NO COM 7751259 2,561 77,000 SH   DFND   77,000 0 0
YUM BRANDS INC COM 988498101 7,265 80,000 SH   DFND   80,000 0 0