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 133,625 2,680,000 SH   DFND   2,680,000 0 0
ADIDIAS COM 004031976 38,997 205,000 SH   DFND   205,000 0 0
ADVANSIX INC COM 00773T101 3,552 130,000 SH   DFND   130,000 0 0
AIRBUS SE COM 004012250 17,214 226,201 SH   DFND   226,201 0 0
AIR PRODS & CHEMS INC COM 009158106 3,382 25,000 SH   DFND   25,000 0 0
AK STL HLDG CORP COM 001547108 2,157 300,000 SH   DFND   300,000 0 0
ALCOA CORP COM 013872106 15,518 451,094 SH   DFND   451,094 0 0
ALPHABET INC CAP STK CL A 02079K305 72,063 85,000 SH   DFND   85,000 0 0
ALTICE NV-A COM 00BYT3416 21,945 970,000 SH   DFND   970,000 0 0
APERAM COM 00B58C6H1 24,492 490,000 SH   DFND   490,000 0 0
ARCELORMITTAL COM 00B03XPL1 33,612 3,995,000 SH   DFND   3,995,000 0 0
ARKEMA COM 00B1Z7FM9 6,907 70,000 SH   DFND   70,000 0 0
AT HOME GROUP INC COM 04650Y100 2,964 195,510 SH   DFND   195,510 0 0
AXALTA COATING SYS LTD COM G0750C108 6,440 200,000 SH   DFND   200,000 0 0
BORGWARNER INC COM 099724106 4,179 100,000 SH   DFND   100,000 0 0
BOYD GAMING CORP COM 103304101 17,631 801,063 SH   DFND   801,063 0 0
BUFFALO WILD WINGS INC COM 119848109 11,456 75,000 SH   DFND   75,000 0 0
CANADIAN PAC RY LTD COM 13645T100 73,460 500,000 SH   DFND   500,000 0 0
CANADIAN PAC RY LTD COM 13645T100 73,460 500,000 SH Put DFND   500,000 0 0
CARMAX INC COM 143130102 44,415 750,000 SH Call DFND   750,000 0 0
CARMAX INC COM 143130102 59,812 1,010,000 SH   DFND   1,010,000 0 0
CBS CORP NEW CL B 124857202 93,636 1,350,000 SH   DFND   1,350,000 0 0
CELANESE CORP DEL COM SER A 150870103 19,390 215,800 SH   DFND   215,800 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 132,565 405,000 SH   DFND   405,000 0 0
CHEMOURS CO COM 163851108 20,790 540,000 SH   DFND   540,000 0 0
CHEMTURA CORP COM NEW 163893209 8,267 247,500 SH   DFND   247,500 0 0
COACH INC COM 189754104 70,261 1,700,000 SH   DFND   1,700,000 0 0
COLGATE PALMOLIVE CO COM 194162103 25,617 350,000 SH   DFND   350,000 0 0
COMCAST CORP NEW CL A 20030N101 84,578 2,250,000 SH   DFND   2,250,000 0 0
COMCAST CORP NEW CL A 20030N101 37,590 1,000,000 SH Put DFND   1,000,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 48,621 300,000 SH Call DFND   300,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 81,035 500,000 SH   DFND   500,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 62,884 375,000 SH   DFND   375,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 92,230 550,000 SH Call DFND   550,000 0 0
CSX CORP COM 126408103 23,275 500,000 SH Call DFND   500,000 0 0
CSX CORP COM 126408103 49,436 1,061,995 SH   DFND   1,061,995 0 0
CUMMINS INC COM 231021106 42,215 279,200 SH   DFND   279,200 0 0
CUMMINS INC COM 231021106 15,120 100,000 SH Put DFND   100,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 24,436 400,000 SH   DFND   400,000 0 0
DECKERS OUTDOOR CORP COM 243537107 50,771 850,000 SH   DFND   850,000 0 0
DEERE & CO COM 244199105 14,744 135,441 SH   DFND   135,441 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 16,098 200,000 SH   DFND   200,000 0 0
DICKS SPORTING GOODS INC COM 253393102 24,330 500,000 SH   DFND   500,000 0 0
DICKS SPORTING GOODS INC COM 253393102 24,330 500,000 SH Call DFND   500,000 0 0
DISNEY WALT CO COM DISNEY 254687106 85,043 750,000 SH   DFND   750,000 0 0
DOLLAR TREE INC COM 256746108 34,522 440,000 SH   DFND   440,000 0 0
DOVER CORP COM 260003108 4,125 51,335 SH   DFND   51,335 0 0
DOW CHEM CO COM 260543103 14,297 225,000 SH   DFND   225,000 0 0
EAGLE MATERIALS INC COM 26969P108 3,045 31,350 SH   DFND   31,350 0 0
EASTMAN CHEM CO COM 277432100 6,060 75,000 SH   DFND   75,000 0 0
EATON CORP PLC SHS G29183103 18,538 250,000 SH Call DFND   250,000 0 0
ELECTRONIC ARTS INC COM 285512109 22,380 250,000 SH Put DFND   250,000 0 0
EMERSON ELEC CO COM 291011104 10,476 175,000 SH Put DFND   175,000 0 0
EMERSON ELEC CO COM 291011104 41,222 688,632 SH   DFND   688,632 0 0
EXPEDIA INC DEL COM NEW 30212P303 70,403 558,000 SH   DFND   558,000 0 0
EXPEDIA INC DEL COM NEW 30212P303 25,234 200,000 SH Put DFND   200,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 5,579 350,000 SH   DFND   350,000 0 0
F M C CORP COM NEW 302491303 10,439 150,000 SH   DFND   150,000 0 0
FACEBOOK INC CL A 30303M102 85,940 605,000 SH   DFND   605,000 0 0
FASTENAL CO COM 311900104 11,634 225,900 SH   DFND   225,900 0 0
FEDEX CORP COM 31428X106 41,101 210,614 SH   DFND   210,614 0 0
FERRO CORP COM 315405100 11,864 781,038 SH   DFND   781,038 0 0
FIVE BELOW INC COM 33829M101 7,907 182,556 SH   DFND   182,556 0 0
FOOT LOCKER INC COM 344849104 52,367 700,000 SH   DFND   700,000 0 0
FOOT LOCKER INC COM 344849104 37,405 500,000 SH Call DFND   500,000 0 0
FORTESCUE METALS GROUP LIMITED COM 006086253 5,141 1,080,200 SH   DFND   1,080,200 0 0
FORTIVE CORP COM 34959J108 30,411 505,000 SH   DFND   505,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 12,170 200,000 SH   DFND   200,000 0 0
GENERAL DYNAMICS CORP COM 369550108 18,720 100,000 SH Put DFND   100,000 0 0
GENERAL DYNAMICS CORP COM 369550108 98,787 527,707 SH   DFND   527,707 0 0
GENERAL MLS INC COM 370334104 8,852 150,000 SH   DFND   150,000 0 0
GENESEE & WYO INC CL A 371559105 39,037 575,258 SH   DFND   575,258 0 0
GENUINE PARTS CO COM 372460105 27,723 300,000 SH   DFND   300,000 0 0
GEVO INC COM PAR 374396307 171 150,000 SH Call DFND   150,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 13,559 194,500 SH   DFND   194,500 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,964 230,287 SH   DFND   230,287 0 0
GRAY TELEVISION INC COM 389375106 8,700 600,000 SH   DFND   600,000 0 0
GREEN PLAINS INC COM 393222104 2,510 101,415 SH   DFND   101,415 0 0
HD SUPPLY HLDGS INC COM 40416M105 8,225 200,000 SH   DFND   200,000 0 0
HERSHEY CO COM 427866108 8,194 75,000 SH   DFND   75,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 3,949 137,790 SH   DFND   137,790 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 33,615 575,000 SH   DFND   575,000 0 0
HOME DEPOT INC COM 437076102 44,049 300,000 SH Put DFND   300,000 0 0
HONEYWELL INTL INC COM 438516106 53,070 425,000 SH   DFND   425,000 0 0
HUB GROUP INC CL A 443320106 9,280 200,000 SH Put DFND   200,000 0 0
INGERSOLL-RAND PLC SHS G47791101 8,132 100,000 SH   DFND   100,000 0 0
INGEVITY CORP COM 45688C107 2,598 42,700 SH   DFND   42,700 0 0
INTERFOR CORPORTATION COM 00BMJ71W4 1,292 100,000 SH   DFND   100,000 0 0
INTL PAPER CO COM 460146103 2,539 50,000 SH   DFND   50,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 274,960 2,000,000 SH Put DFND   2,000,000 0 0
ISRAEL CHEMICALS LTD COM 006455530 336 79,114 SH   DFND   79,114 0 0
JACK IN THE BOX INC COM 466367109 8,646 85,000 SH   DFND   85,000 0 0
JASON INDS INC COM 471172106 2,218 1,498,645 SH Call DFND   1,498,645 0 0
JASON INDS INC COM 471172106 673 455,000 SH   DFND   455,000 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 3,135 135,700 SH   DFND   135,700 0 0
KATE SPADE & CO COM 485865109 56,914 2,450,000 SH   DFND   2,450,000 0 0
KELLOGG CO COM 487836108 21,783 300,000 SH Call DFND   300,000 0 0
KENNAMETAL INC COM 489170100 16,084 410,000 SH   DFND   410,000 0 0
KIMBERLY CLARK CORP COM 494368103 32,908 250,000 SH Call DFND   250,000 0 0
KIMBERLY CLARK CORP COM 494368103 36,856 280,000 SH   DFND   280,000 0 0
LA QUINTA HLDGS INC COM 50420D108 13,520 1,000,000 SH   DFND   1,000,000 0 0
LAUDER ESTEE COS INC CL A 518439104 122,946 1,450,000 SH   DFND   1,450,000 0 0
LAUREATE EDUCATION INC CL A 518613203 2,141 150,000 SH   DFND   150,000 0 0
LEAR CORP COM NEW 521865204 56,632 400,000 SH Put DFND   400,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 9,785 115,000 SH   DFND   115,000 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 20,557 1,026,800 SH   DFND   1,026,800 0 0
LINCOLN ELEC HLDGS INC COM 533900106 6,949 80,000 SH   DFND   80,000 0 0
LOCKHEED MARTIN CORP COM 539830109 45,492 170,000 SH   DFND   170,000 0 0
LOUISIANA PAC CORP COM 546347105 10,844 436,900 SH   DFND   436,900 0 0
LOWES COS INC COM 548661107 119,205 1,450,000 SH   DFND   1,450,000 0 0
LULULEMON ATHLETICA INC COM 550021109 15,561 300,000 SH   DFND   300,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 37,672 400,000 SH   DFND   400,000 0 0
MARTEN TRANS LTD COM 573075108 1,958 83,500 SH   DFND   83,500 0 0
MCDONALDS CORP COM 580135101 42,771 330,000 SH   DFND   330,000 0 0
MELCO CROWN ENTMT LTD ADR 585464100 37,080 2,000,000 SH   DFND   2,000,000 0 0
MERITOR INC COM 59001K100 14,985 874,754 SH   DFND   874,754 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 20,008 525,000 SH Call DFND   525,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 18,096 474,833 SH   DFND   474,833 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 30,775 501,221 SH   DFND   501,221 0 0
MOHAWK INDS INC COM 608190104 18,167 79,163 SH   DFND   79,163 0 0
MOLSON COORS BREWING CO CL B 60871R209 95,710 1,000,000 SH   DFND   1,000,000 0 0
MONSANTO CO NEW COM 61166W101 14,150 125,000 SH   DFND   125,000 0 0
MSC INDL DIRECT INC CL A 553530106 31,188 303,500 SH   DFND   303,500 0 0
MSG NETWORK INC CL A 553573106 18,477 791,303 SH   DFND   791,303 0 0
NETFLIX INC COM 64110L106 22,172 150,000 SH Put DFND   150,000 0 0
NEWELL BRANDS INC COM 651229106 56,604 1,200,000 SH   DFND   1,200,000 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 1,521 171,624 SH Call DFND   171,624 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 4,432 500,264 SH   DFND   500,264 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 74,314 1,059,360 SH   DFND   1,059,360 0 0
NIKE INC CL B 654106103 33,438 600,000 SH   DFND   600,000 0 0
NORDSTROM INC COM 655664100 27,942 600,000 SH   DFND   600,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 94,444 350,000 SH Put DFND   350,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 41,107 480,392 SH   DFND   480,392 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1,240 37,000 SH   DFND   37,000 0 0
OLYMPIC STEEL INC COM 68162K106 1,912 103,039 SH   DFND   103,039 0 0
OPGEN INC COM 68373L109 115 100,000 SH Call DFND   100,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 11,962 583,500 SH   DFND   583,500 0 0
OUTOKUMPU COM 004665148 14,469 1,483,770 SH   DFND   1,483,770 0 0
PACCAR INC COM 693718108 26,880 400,000 SH   DFND   400,000 0 0
PANERA BREAD CO CL A 69840W108 39,281 150,000 SH Put DFND   150,000 0 0
PAPA JOHNS INTL INC COM 698813102 8,004 100,000 SH Put DFND   100,000 0 0
PARKER HANNIFIN CORP COM 701094104 40,080 250,000 SH Put DFND   250,000 0 0
PARKER HANNIFIN CORP COM 701094104 82,565 515,000 SH   DFND   515,000 0 0
PENN NATL GAMING INC COM 707569109 22,684 1,230,798 SH   DFND   1,230,798 0 0
PENTAIR PLC SHS G7S00T104 15,695 250,000 SH Call DFND   250,000 0 0
PENTAIR PLC SHS G7S00T104 29,821 475,000 SH   DFND   475,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 28,935 500,000 SH   DFND   500,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 2,604 200,000 SH   DFND   200,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 132 1,000 SH   DFND   1,000 0 0
PPG INDS INC COM 693506107 7,881 75,000 SH   DFND   75,000 0 0
PROSHARES TR II VIX SHORT TERM F 74347W262 1,646 125,000 SH   DFND   125,000 0 0
PVH CORP COM 693656100 31,041 300,000 SH Put DFND   300,000 0 0
PVH CORP COM 693656100 31,041 300,000 SH   DFND   300,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 44 18,753 SH Call DFND   18,753 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 17 7,357 SH   DFND   7,357 0 0
QUINPARIO ACQUISITION CORP 2 UNIT 01/01/2023X 74874U200 408 39,000 SH   DFND   39,000 0 0
QUINPARIO ACQUISITION CORP 2 COM 74874U101 1,980 198,600 SH Call DFND   198,600 0 0
RAYTHEON CO COM NEW 755111507 28,975 190,000 SH   DFND   190,000 0 0
REALOGY HLDGS CORP COM 75605Y106 8,472 284,400 SH   DFND   284,400 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 9,945 170,137 SH   DFND   170,137 0 0
REXNORD CORP NEW COM 76169B102 9,312 403,467 SH   DFND   403,467 0 0
RH COM 74967X103 23,130 500,000 SH Call DFND   500,000 0 0
RH COM 74967X103 42,791 925,000 SH   DFND   925,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 31,142 200,000 SH Put DFND   200,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 96,549 620,057 SH   DFND   620,057 0 0
ROSS STORES INC COM 778296103 79,314 1,204,099 SH   DFND   1,204,099 0 0
RYDER SYS INC COM 783549108 3,018 40,000 SH   DFND   40,000 0 0
RYERSON HLDG CORP COM 783754104 7,239 574,549 SH   DFND   574,549 0 0
SAIA INC COM 78709Y105 6,468 145,997 SH   DFND   145,997 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 32,530 500,000 SH Put DFND   500,000 0 0
SIEMENS AG NA COM 005727973 23,873 174,269 SH   DFND   174,269 0 0
SIGNET JEWELERS LIMITED SHS G81276100 17,318 250,000 SH Call DFND   250,000 0 0
SKECHERS U S A INC CL A 830566105 6,025 219,492 SH   DFND   219,492 0 0
SNAP INC CL A 83304A106 451 20,000 SH   DFND   20,000 0 0
SONIC CORP COM 835451105 5,072 200,000 SH Put DFND   200,000 0 0
SOUTH32 LIMITED COM 00BWSW5D9 1,538 729,625 SH   DFND   729,625 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 123,764 525,000 SH Put DFND   525,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 14,976 400,000 SH Call DFND   400,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 35,904 850,000 SH Call DFND   850,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 25,344 600,001 SH   DFND   600,001 0 0
STARBUCKS CORP COM 855244109 75,907 1,300,000 SH   DFND   1,300,000 0 0
STARBUCKS CORP COM 855244109 29,195 500,000 SH Put DFND   500,000 0 0
STEEL DYNAMICS INC COM 858119100 27,829 800,600 SH   DFND   800,600 0 0
SWIFT TRANSN CO CL A 87074U101 4,108 200,000 SH   DFND   200,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 284 450,000 SH Call DFND   450,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 63 100,000 SH   DFND   100,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 50,380 850,000 SH   DFND   850,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 26,715 575,000 SH   DFND   575,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 23,230 500,000 SH Call DFND   500,000 0 0
TEREX CORP NEW COM 880779103 7,222 230,000 SH Put DFND   230,000 0 0
TEREX CORP NEW COM 880779103 22,021 701,315 SH   DFND   701,315 0 0
TESORO CORP COM 881609101 8,106 100,000 SH   DFND   100,000 0 0
TEXTRON INC COM 883203101 43,374 911,400 SH   DFND   911,400 0 0
TEXTRON INC COM 883203101 14,277 300,000 SH Put DFND   300,000 0 0
THOR INDS INC COM 885160101 59,120 615,000 SH   DFND   615,000 0 0
TJX COS INC NEW COM 872540109 98,850 1,250,000 SH   DFND   1,250,000 0 0
TJX COS INC NEW COM 872540109 31,632 400,000 SH Call DFND   400,000 0 0
TRONOX LTD SHS CL A Q9235V101 4,635 251,200 SH   DFND   251,200 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 75,955 2,345,000 SH   DFND   2,345,000 0 0
U S CONCRETE INC COM NEW 90333L201 17,079 264,590 SH   DFND   264,590 0 0
ULTA BEAUTY INC COM 90384S303 84,049 294,672 SH   DFND   294,672 0 0
UNITED RENTALS INC COM 911363109 61,628 492,823 SH   DFND   492,823 0 0
UNITED RENTALS INC COM 911363109 25,010 200,000 SH Put DFND   200,000 0 0
UNITED STATES STL CORP NEW COM 912909108 6,985 206,600 SH   DFND   206,600 0 0
VAIL RESORTS INC COM 91879Q109 24,802 129,247 SH   DFND   129,247 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 49,296 1,600,000 SH Call DFND   1,600,000 0 0
VERSUM MATLS INC COM 92532W103 3,103 101,400 SH   DFND   101,400 0 0
VIACOM INC NEW CL B 92553P201 81,585 1,750,000 SH   DFND   1,750,000 0 0
VULCAN MATLS CO COM 929160109 24,096 200,000 SH Call DFND   200,000 0 0
WABCO HLDGS INC COM 92927K102 1,174 10,000 SH   DFND   10,000 0 0
WERNER ENTERPRISES INC COM 950755108 1,232 47,041 SH   DFND   47,041 0 0
WESCO INTL INC COM 95082P105 16,692 240,000 SH   DFND   240,000 0 0
WESTLAKE CHEM CORP COM 960413102 24,835 376,000 SH   DFND   376,000 0 0
WESTROCK CO COM 96145D105 1,353 26,000 SH   DFND   26,000 0 0
WEYERHAEUSER CO COM 962166104 8,240 242,500 SH   DFND   242,500 0 0
WILLIAMS SONOMA INC COM 969904101 16,086 300,000 SH Call DFND   300,000 0 0
WYNN RESORTS LTD COM 983134107 60,170 525,000 SH Call DFND   525,000 0 0
WYNN RESORTS LTD COM 983134107 48,801 425,800 SH   DFND   425,800 0 0
YUM BRANDS INC COM 988498101 12,780 200,000 SH   DFND   200,000 0 0