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
ADIDAS COM 004031976 30,026 190,000 SH   DFND   190,000 0 0
ADVANSIX INC COM 00773T101 4,317 195,000 SH   DFND   195,000 0 0
AECOM COM 00766T100 3,636 100,000 SH   DFND   100,000 0 0
AIR PRODS & CHEMS INC COM 009158106 7,191 50,000 SH   DFND   50,000 0 0
AK STL HLDG CORP COM 001547108 4,176 409,000 SH   DFND   409,000 0 0
APERAM COM 00B56C6H1 8,006 175,000 SH   DFND   175,000 0 0
ARCELORMITTAL COM 00B03XPL1 20,270 2,745,000 SH   DFND   2,745,000 0 0
ARCH COAL INC CL A 039380407 2,342 30,000 SH   DFND   30,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 3,825 35,000 SH   DFND   35,000 0 0
ATKORE INTL GROUP INC COM 047649108 1,793 75,000 SH   DFND   75,000 0 0
AUTOZONE INC COM 053332102 64,892 82,164 SH   DFND   82,164 0 0
AVIS BUDGET GROUP COM 053774105 7,336 200,000 SH Put DFND   200,000 0 0
BALL CORP COM 058498106 6,381 85,000 SH   DFND   85,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 716 14,700 SH   DFND   14,700 0 0
BLOOMIN BRANDS INC COM 094235108 4,958 275,000 SH   DFND   275,000 0 0
BOYD GAMING CORP COM 103304101 22,187 1,100,000 SH   DFND   1,100,000 0 0
BRUNSWICK CORP COM 117043109 66,812 1,225,000 SH   DFND   1,225,000 0 0
BURLINGTON STORES INC COM 122017106 22,359 263,821 SH   DFND   263,821 0 0
CALLAWAY GOLF CO COM 131193104 29,044 2,650,000 SH   DFND   2,650,000 0 0
CANADIAN NATL RY CO COM 136375102 37,054 549,769 SH   DFND   549,769 0 0
CANADIAN PAC RY LTD COM 13645T100 15,791 110,607 SH   DFND   110,607 0 0
CARMAX INC COM 143130102 16,098 250,000 SH Call DFND   250,000 0 0
CBS CORP NEW CL B 124857202 32,198 506,100 SH   DFND   506,100 0 0
CELADON GROUP INC COM 150838100 1,309 183,046 SH   DFND   183,046 0 0
CELANESE CORP DEL COM SER A 150870103 6,693 85,000 SH   DFND   85,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 125,070 434,390 SH   DFND   434,390 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 57,584 200,000 SH Put DFND   200,000 0 0
CHEMOURS CO COM 163851108 1,767 80,000 SH   DFND   80,000 0 0
CHEMTURA CORP COM NEW 163893209 8,217 247,500 SH   DFND   247,500 0 0
CINTAS CORP COM 172908105 17,415 150,698 SH   DFND   150,698 0 0
CLUBCORP HLDGS INC COM 18948M108 7,175 500,000 SH   DFND   500,000 0 0
COACH INC COM 189754104 38,687 1,104,700 SH   DFND   1,104,700 0 0
COLFAX CORP COM 194014106 14,013 390,000 SH   DFND   390,000 0 0
COMCAST CORP NEW CL A 20030N101 80,581 1,167,000 SH   DFND   1,167,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 98,978 645,610 SH   DFND   645,610 0 0
COSTCO WHSL CORP NEW COM 22160K105 95,395 595,812 SH   DFND   595,812 0 0
CUMMINS INC COM 231021106 44,705 327,100 SH   DFND   327,100 0 0
DECKERS OUTDOOR CORP COM 243537107 12,393 223,741 SH   DFND   223,741 0 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 1,700 100,000 SH   DFND   100,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 6,735 100,000 SH   DFND   100,000 0 0
DILLARDS INC CL A 254067101 7,836 125,000 SH Call DFND   125,000 0 0
DISNEY WALT CO COM DISNEY 254687106 20,844 200,000 SH   DFND   200,000 0 0
DOLLAR TREE INC COM 256746108 11,577 150,000 SH Call DFND   150,000 0 0
EAGLE MATERIALS INC COM 26969P108 25,519 259,000 SH   DFND   259,000 0 0
EASTMAN CHEM CO COM 277432100 3,761 50,000 SH   DFND   50,000 0 0
EBAY INC COM 278642103 25,237 850,000 SH   DFND   850,000 0 0
ELECTRONIC ARTS INC COM 285512109 80,926 1,027,500 SH   DFND   1,027,500 0 0
EMERSON ELEC CO COM 291011104 13,484 241,862 SH   DFND   241,862 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 16,150 1,000,000 SH   DFND   1,000,000 0 0
FASTENAL CO COM 311900104 24,665 525,000 SH   DFND   525,000 0 0
FERRO CORP COM 315405100 3,263 227,700 SH   DFND   227,700 0 0
FIBRIA CELULOSE S A SP ADR REP COM 31573A109 961 100,000 SH   DFND   100,000 0 0
FINISH LINE INC CL A 317923100 3,762 200,000 SH Call DFND   200,000 0 0
FIVE BELOW INC COM 33829M101 7,992 200,000 SH Call DFND   200,000 0 0
FOOT LOCKER INC COM 344849104 65,702 926,817 SH   DFND   926,817 0 0
FORTIVE CORP COM 34959J108 13,113 244,500 SH   DFND   244,500 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 17,607 575,000 SH   DFND   575,000 0 0
GENERAL DYNAMICS CORP COM 369550108 82,877 480,000 SH   DFND   480,000 0 0
GENERAL DYNAMICS CORP COM 369550108 34,532 200,000 SH Put DFND   200,000 0 0
GENESEE & WYO INC CL A 371559105 24,760 356,725 SH   DFND   356,725 0 0
GENUINE PARTS CO COM 372460105 12,134 127,000 SH   DFND   127,000 0 0
GRAY TELEVISION INC COM 389375106 8,538 786,948 SH   DFND   786,948 0 0
GREEN PLAINS INC COM 393222104 4,178 150,000 SH   DFND   150,000 0 0
HANESBRANDS INC COM 410345102 71,333 3,307,066 SH   DFND   3,307,066 0 0
HD SUPPLY HLDGS INC COM 40416M105 9,571 225,150 SH   DFND   225,150 0 0
HOME DEPOT INC COM 437076102 61,409 458,000 SH   DFND   458,000 0 0
HOME DEPOT INC COM 437076102 33,520 250,000 SH Put DFND   250,000 0 0
HONEYWELL INTL INC COM 438516106 7,530 65,000 SH   DFND   65,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 19,187 197,665 SH   DFND   197,665 0 0
HYATT HOTELS CORP COM CL A 448579102 13,815 250,000 SH   DFND   250,000 0 0
INGEVITY CORP COM 45688C107 5,908 107,700 SH   DFND   107,700 0 0
INTERFACE INC COM 458665304 1,521 81,989 SH   DFND   81,989 0 0
INTERFOR CORPORATION COM 00BMJ71W4 2,518 225,000 SH   DFND   225,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 134,850 1,000,000 SH Put DFND   1,000,000 0 0
ISHARES TR TRANS AVG ETF 464287192 40,710 250,000 SH Put DFND   250,000 0 0
ISLE OF CAPRI CASINOS INC COM 464592104 4,938 200,000 SH   DFND   200,000 0 0
JASON INDS INC COM 471172106 1,042 579,000 SH   DFND   579,000 0 0
JASON INDS INC COM 471172106 2,744 1,524,201 SH Call DFND   1,524,201 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,654 75,000 SH   DFND   75,000 0 0
KATE SPADE & CO COM 485865109 59,621 3,193,400 SH   DFND   3,193,400 0 0
KENNAMETAL INC COM 489170100 1,247 39,901 SH   DFND   39,901 0 0
KNIGHT TRANSN INC COM 499064103 7,106 215,000 SH   DFND   215,000 0 0
KOHLS CORP COM 500255104 9,876 200,000 SH   DFND   200,000 0 0
LANXESS AG COM 00B05M8B7 1,312 20,000 SH   DFND   20,000 0 0
L BRANDS INC COM 501797104 29,628 450,000 SH Put DFND   450,000 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 15,972 105,000 SH   DFND   105,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 13,034 170,000 SH   DFND   170,000 0 0
LINDE AG O.N. COM 005740817 1,232 7,500 SH   DFND   7,500 0 0
LOCKHEED MARTIN CORP COM 539830109 6,249 25,000 SH   DFND   25,000 0 0
LOUISIANA PAC CORP COM 546347105 3,786 200,000 SH   DFND   200,000 0 0
LOWES COS INC COM 548661107 10,668 150,000 SH Call DFND   150,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 6,890 84,330 SH   DFND   84,330 0 0
MACYS INC COM 55616P104 8,953 250,000 SH Call DFND   250,000 0 0
MALIBU BOATS INC COM CL A 56117J100 5,546 290,697 SH   DFND   290,697 0 0
MANPOWERGROUP INC COM 56418H100 17,774 200,000 SH Call DFND   200,000 0 0
MARATHON PETE CORP COM 56585A102 3,273 65,000 SH   DFND   65,000 0 0
MARINEMAX INC COM 567908108 11,223 580,000 SH   DFND   580,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 46,686 210,742 SH   DFND   210,742 0 0
MCBC HLDGS INC COM 55276F107 1,567 107,500 SH   DFND   107,500 0 0
MERCER INTL INC COM 588056101 1,092 102,500 SH   DFND   102,500 0 0
MERITOR INC COM 59001K100 13,917 1,120,505 SH   DFND   1,120,505 0 0
METHANEX CORP COM 59151K108 4,380 100,000 SH   DFND   100,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 14,553 575,000 SH   DFND   575,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 21,623 750,000 SH   DFND   750,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 15,248 400,000 SH Put DFND   400,000 0 0
MOHAWK INDS INC COM 608190104 13,683 68,526 SH   DFND   68,526 0 0
MOLSON COORS BREWING CO CL B 60871R209 103,866 1,067,376 SH   DFND   1,067,376 0 0
MONRO MUFFLER BRAKE INC COM 610236101 4,290 75,000 SH   DFND   75,000 0 0
MONSANTO CO NEW COM 61166W101 7,891 75,000 SH   DFND   75,000 0 0
MRC GLOBAL INC COM 55345K103 4,052 200,000 SH   DFND   200,000 0 0
MSC INDL DIRECT INC CL A 553530106 16,954 183,500 SH   DFND   183,500 0 0
MSG NETWORK INC CL A 553573106 8,308 386,403 SH   DFND   386,403 0 0
MURPHY USA INC COM 626755102 9,221 150,000 SH Put DFND   150,000 0 0
NETFLIX INC COM 64110L106 39,670 320,440 SH   DFND   320,440 0 0
NEWELL BRANDS INC COM 651229106 71,362 1,598,251 SH   DFND   1,598,251 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 3,028 325,264 SH   DFND   325,264 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 1,598 171,624 SH Call DFND   171,624 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 74,759 1,181,019 SH   DFND   1,181,019 0 0
NORDSTROM INC COM 655664100 19,172 400,000 SH Call DFND   400,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 6,754 62,500 SH   DFND   62,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 96,236 345,664 SH   DFND   345,664 0 0
OLD DOMINION FGHT LINES INC COM 679580100 29,946 349,062 SH   DFND   349,062 0 0
OLIN CORP COM PAR $1 680665205 2,561 100,000 SH   DFND   100,000 0 0
OPGEN INC COM 68373L109 115 100,000 SH Call DFND   100,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 11,876 630,000 SH   DFND   630,000 0 0
OUTOKUMPU COM 004665148 2,630 293,770 SH   DFND   293,770 0 0
PACCAR INC COM 693718108 26,199 410,000 SH   DFND   410,000 0 0
PARKER HANNIFIN CORP COM 701094104 48,160 344,000 SH   DFND   344,000 0 0
PARKER HANNIFIN CORP COM 701094104 21,000 150,000 SH Put DFND   150,000 0 0
PENN NATL GAMING INC COM 707569109 27,580 2,000,000 SH   DFND   2,000,000 0 0
PENNEY J C INC COM 708160106 16,620 2,000,000 SH Call DFND   2,000,000 0 0
PINNACLE ENTMT INC NEW COM 72348Y105 7,250 500,000 SH   DFND   500,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 26,725 500,000 SH   DFND   500,000 0 0
POST HLDGS INC COM 737446104 20,098 250,000 SH   DFND   250,000 0 0
POTASH CORP SASK INC COM 73755L107 3,166 175,000 SH   DFND   175,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 118 1,000 SH   DFND   1,000 0 0
PRICELINE GRP INC COM NEW 741503403 87,641 59,780 SH   DFND   59,780 0 0
PRICELINE GRP INC COM NEW 741503403 43,982 30,000 SH Call DFND   30,000 0 0
PVH CORP COM 693656100 66,940 741,802 SH   DFND   741,802 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 46 18,753 SH Call DFND   18,753 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 18 7,357 SH   DFND   7,357 0 0
QUINPARIO ACQUISITION CORP 2 UNIT 01/01/2023 74874U200 395 39,000 SH   DFND   39,000 0 0
QUINPARIO ACQUISITION CORP 2 COM 74874U101 1,976 198,600 SH Call DFND   198,600 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 37,656 1,226,584 SH   DFND   1,226,584 0 0
ROCKWELL AUTOMATION INC COM 773903109 20,168 150,057 SH   DFND   150,057 0 0
ROSS STORES INC COM 778296103 73,466 1,119,909 SH   DFND   1,119,909 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 10,255 125,000 SH   DFND   125,000 0 0
RYERSON HLDG CORP COM 783754104 4,305 322,460 SH   DFND   322,460 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 17,867 676,265 SH   DFND   676,265 0 0
SANDERSON FARMS INC COM 800013104 10,366 110,000 SH   DFND   110,000 0 0
SANDVIK AB COM 00B1VQ252 2,029 164,000 SH   DFND   164,000 0 0
SCHNITZER STL INDS CL A 806882106 3,868 150,500 SH   DFND   150,500 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 33,503 469,424 SH   DFND   469,424 0 0
SELECT COMFORT CORP COM 81616X103 6,786 300,000 SH Put DFND   300,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 72,540 1,500,000 SH Put DFND   1,500,000 0 0
SIEMENS AG NA COM 005727973 11,860 96,480 SH   DFND   96,480 0 0
SIGNET JEWELERS LIMITED SHS G81276100 33,429 354,648 SH   DFND   354,648 0 0
SKF AB-B SHARES COM 00B1Q3J35 2,042 111,000 SH   DFND   111,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 223,530 1,000,000 SH Put DFND   1,000,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 118,989 2,700,000 SH Put DFND   2,700,000 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 4,471 476,138 SH   DFND   476,138 0 0
STEEL DYNAMICS INC COM 858119100 12,453 350,000 SH   DFND   350,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 343 450,000 SH Call DFND   450,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 76 100,000 SH   DFND   100,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 79,536 1,613,638 SH   DFND   1,613,638 0 0
TEREX CORP NEW COM 880779103 22,686 719,508 SH   DFND   719,508 0 0
TERNIUM SA SPON ADR 880890108 699 28,946 SH   DFND   28,946 0 0
TEXTRON INC COM 883203101 47,029 968,466 SH   DFND   968,466 0 0
TJX COS INC NEW COM 872540109 61,027 812,292 SH   DFND   812,292 0 0
TRINSEO S A SHS L9340P101 14,532 245,058 SH   DFND   245,058 0 0
TRONOX LTD SHS CL A Q9235V101 2,320 225,000 SH   DFND   225,000 0 0
U S CONCRETE INC COM NEW 90333L201 1,550 23,662 SH   DFND   23,662 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 85,321 334,672 SH   DFND   334,672 0 0
UNION PAC CORP COM 907818108 14,562 140,450 SH   DFND   140,450 0 0
UNITED RENTALS INC COM 911363109 63,327 599,800 SH   DFND   599,800 0 0
UNITED STATES STL CORP NEW COM 912909108 6,602 200,000 SH Put DFND   200,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 43,848 400,000 SH Call DFND   400,000 0 0
V F CORP COM 918204108 16,005 300,000 SH Call DFND   300,000 0 0
VERSUM MATLS INC COM 92532W103 3,548 126,400 SH   DFND   126,400 0 0
VULCAN MATLS CO COM 929160109 48,008 383,604 SH   DFND   383,604 0 0
WABCO HLDGS INC COM 92927K102 17,037 160,500 SH   DFND   160,500 0 0
WESCO INTL INC COM 95082P105 11,979 180,000 SH   DFND   180,000 0 0
WESTLAKE CHEM CORP COM 960413102 7,341 131,117 SH   DFND   131,117 0 0
WESTROCK CO COM 96145D105 6,397 126,000 SH   DFND   126,000 0 0
WEYERHAEUSER CO COM 962166104 2,257 75,000 SH   DFND   75,000 0 0
WHITEWAVE FOODS CO COM 966244105 34,750 625,000 SH   DFND   625,000 0 0
YARA INTERNATIONAL ASA COM 007751259 1,457 37,000 SH   DFND   37,000 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 4,066 306,193 SH   DFND   306,193 0 0