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 10,410 50,000 SH   DFND   50,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 149,682 2,600,000 SH   DFND   2,600,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 57,570 1,000,000 SH Put DFND   1,000,000 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 15,629 687,600 SH   DFND   687,600 0 0
AIR PRODS & CHEMS INC COM 009158106 5,722 40,000 SH   DFND   40,000 0 0
ALCOA CORP COM 013872106 3,314 101,500 SH   DFND   101,500 0 0
ALPHABET INC CAP STK CL A 02079K305 139,452 150,000 SH Call DFND   150,000 0 0
ALPHABET INC CAP STK CL A 02079K305 162,694 175,000 SH   DFND   175,000 0 0
AMAZON COM INC COM 023135106 48,400 50,000 SH Call DFND   50,000 0 0
AMAZON COM INC COM 023135106 154,880 160,000 SH   DFND   160,000 0 0
AMERICAN RAILCAR INDS INC COM 02916P103 575 15,000 SH   DFND   15,000 0 0
AMETEK INC NEW COM 031100100 13,931 230,000 SH   DFND   230,000 0 0
APERAM COM 00B58C6H1 13,480 290,000 SH   DFND   290,000 0 0
ARCBEST CORP COM 03937C105 3,563 172,943 SH   DFND   172,943 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 22,730 1,000,000 SH Call DFND   1,000,000 0 0
ARCELORMITTAL SA LUXEMBOURG COM 00BYPBS67 15,786 696,001 SH   DFND   696,001 0 0
AT HOME GROUP INC COM 04650Y100 10,577 454,125 SH   DFND   454,125 0 0
ATKORE INTL GROUP INC COM 047649108 4,848 215,000 SH   DFND   215,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 4,418 77,500 SH   DFND   77,500 0 0
BEST BUY INC COM 086516101 34,398 600,000 SH   DFND   600,000 0 0
BJS RESTAURANTS INC COM 09180C106 19,434 521,712 SH   DFND   521,712 0 0
BJS RESTAURANTS INC COM 09180C106 5,900 158,400 SH Call DFND   158,400 0 0
BOYD GAMING CORP COM 103304101 29,761 1,199,558 SH   DFND   1,199,558 0 0
BRUNSWICK CORP COM 117043109 24,465 390,000 SH   DFND   390,000 0 0
BUFFALO WILD WINGS INC COM 119848109 25,340 200,000 SH Put DFND   200,000 0 0
BURLINGTON STORES INC COM 122017106 25,297 275,000 SH Put DFND   275,000 0 0
BURLINGTON STORES INC COM 122017106 29,897 325,000 SH   DFND   325,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 34,340 500,000 SH Call DFND   500,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 6,461 94,070 SH   DFND   94,070 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 21,469 695,900 SH   DFND   695,900 0 0
CANADIAN NATL RY CO COM 136375102 40,525 500,000 SH   DFND   500,000 0 0
CATERPILLAR INC DEL COM 149123101 22,029 205,000 SH   DFND   205,000 0 0
CBS CORP NEW CL B 124857202 95,691 1,500,322 SH   DFND   1,500,322 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 148,214 440,000 SH   DFND   440,000 0 0
CHEMOURS CO COM 163851108 5,688 150,000 SH   DFND   150,000 0 0
CHURCHILL DOWNS INC COM 171484108 66,843 364,665 SH   DFND   364,665 0 0
COACH INC COM 189754104 172,791 3,650,000 SH   DFND   3,650,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 154,984 800,000 SH   DFND   800,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 130,768 675,000 SH Put DFND   675,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 67,970 425,000 SH Put DFND   425,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 130,919 818,600 SH   DFND   818,600 0 0
CSX CORP COM 126408103 1,910 35,000 SH   DFND   35,000 0 0
DEERE & CO COM 244199105 26,626 215,441 SH   DFND   215,441 0 0
DELIVERY HERO AG COM 00BZCNB42 642 20,000 SH   DFND   20,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 16,154 184,300 SH   DFND   184,300 0 0
DILLARDS INC CL A 254067101 11,538 200,000 SH Call DFND   200,000 0 0
DISNEY WALT CO COM DISNEY 254687106 26,563 250,000 SH   DFND   250,000 0 0
DOLLAR GEN CORP NEW COM 256677105 18,023 250,000 SH Call DFND   250,000 0 0
DOLLAR GEN CORP NEW COM 256677105 7,209 100,000 SH   DFND   100,000 0 0
DOLLAR TREE INC COM 256746108 104,880 1,500,000 SH   DFND   1,500,000 0 0
DOVER CORP COM 260003108 22,061 275,000 SH   DFND   275,000 0 0
DOVER CORP COM 260003108 8,022 100,000 SH Put DFND   100,000 0 0
DOW CHEM CO COM 260543103 3,154 50,000 SH   DFND   50,000 0 0
EAGLE MATERIALS INC COM 26969P108 2,449 26,500 SH   DFND   26,500 0 0
EASTMAN CHEM CO COM 277432100 14,698 175,000 SH   DFND   175,000 0 0
ELDORADO RESORTS INC COM 28470R102 28,777 1,438,842 SH   DFND   1,438,842 0 0
ELECTRONIC ARTS INC COM 285512109 52,860 500,000 SH Put DFND   500,000 0 0
EMERSON ELEC CO COM 291011104 10,948 183,632 SH   DFND   183,632 0 0
EXPEDIA INC DEL COM NEW 30212P303 17,874 120,000 SH Put DFND   120,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 64,856 3,350,000 SH   DFND   3,350,000 0 0
FACEBOOK INC CL A 30303M102 45,294 300,000 SH Call DFND   300,000 0 0
FASTENAL CO COM 311900104 8,706 200,000 SH Call DFND   200,000 0 0
FERRO CORP COM 315405100 25,513 1,394,940 SH   DFND   1,394,940 0 0
FLOWSERVE CORP COM 34354P105 11,608 250,000 SH Call DFND   250,000 0 0
FLUOR CORP NEW COM 343412102 12,590 275,000 SH Call DFND   275,000 0 0
FOOT LOCKER INC COM 344849104 54,208 1,100,000 SH Call DFND   1,100,000 0 0
FORTIVE CORP COM 34959J108 22,173 350,000 SH Put DFND   350,000 0 0
FORTIVE CORP COM 34959J108 44,979 710,000 SH   DFND   710,000 0 0
FOUNDATION BLDG MATLS INC COM 350392106 965 75,000 SH   DFND   75,000 0 0
GENERAL DYNAMICS CORP COM 369550108 47,090 237,707 SH   DFND   237,707 0 0
GENERAL DYNAMICS CORP COM 369550108 19,810 100,000 SH Put DFND   100,000 0 0
GENERAL ELECTRIC CO COM 369604103 27,010 1,000,000 SH Call DFND   1,000,000 0 0
GEVO INC COM PAR 374396307 103 150,000 SH Call DFND   150,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 10,229 142,056 SH   DFND   142,056 0 0
GRAINGER W W INC COM 384802104 23,469 130,000 SH Call DFND   130,000 0 0
GRAY TELEVISION INC COM 389375106 8,220 600,000 SH   DFND   600,000 0 0
GREENBRIER COS INC COM 393657101 6,322 136,700 SH   DFND   136,700 0 0
HD SUPPLY HLDGS INC COM 40416M105 13,784 450,000 SH   DFND   450,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 35,022 971,211 SH   DFND   971,211 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 140,318 2,268,680 SH   DFND   2,268,680 0 0
HOME DEPOT INC COM 437076102 15,202 99,100 SH   DFND   99,100 0 0
HONEYWELL INTL INC COM 438516106 49,984 375,000 SH   DFND   375,000 0 0
HONEYWELL INTL INC COM 438516106 19,994 150,000 SH Put DFND   150,000 0 0
HUBBELL INC COM 443510607 8,488 75,000 SH   DFND   75,000 0 0
HUNTSMAN CORP COM 447011107 9,044 350,000 SH   DFND   350,000 0 0
IAC INTERACTIVECORP COM 44919P508 25,810 250,000 SH   DFND   250,000 0 0
ILG INC COM 44967H101 30,796 1,120,253 SH   DFND   1,120,253 0 0
ILG INC COM 44967H101 13,745 500,000 SH Call DFND   500,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 21,488 150,000 SH Put DFND   150,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 53,723 375,033 SH   DFND   375,033 0 0
INGERSOLL-RAND PLC SHS G47791101 10,062 110,100 SH   DFND   110,100 0 0
INTL PAPER CO COM 460146103 20,380 360,000 SH   DFND   360,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 197,288 1,400,000 SH Call DFND   1,400,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 169,104 1,200,000 SH Put DFND   1,200,000 0 0
ITT INC COM 45073V108 16,273 405,000 SH   DFND   405,000 0 0
JACK IN THE BOX INC COM 466367109 4,925 50,000 SH   DFND   50,000 0 0
JASON INDS INC COM 471172106 1,933 1,498,645 SH Call DFND   1,498,645 0 0
JASON INDS INC COM 471172106 587 455,000 SH   DFND   455,000 0 0
JELD-WEN HLDG INC COM 47580P103 19,003 585,441 SH   DFND   585,441 0 0
JOHNSON CTLS INTL PLC SHS G51502105 13,008 300,000 SH Call DFND   300,000 0 0
KELLOGG CO COM 487836108 5,904 85,000 SH   DFND   85,000 0 0
KIMBERLY CLARK CORP COM 494368103 32,278 250,000 SH Call DFND   250,000 0 0
KLOECKNER & CO SE COM 00B170DQ6 3,085 293,000 SH   DFND   293,000 0 0
KNIGHT TRANSN INC COM 499064103 14,820 400,000 SH   DFND   400,000 0 0
L BRANDS INC COM 501797104 36,376 675,000 SH   DFND   675,000 0 0
L BRANDS INC COM 501797104 32,334 600,000 SH Put DFND   600,000 0 0
LA QUINTA HLDGS INC COM 50420D108 21,786 1,475,000 SH   DFND   1,475,000 0 0
LAUDER ESTEE COS INC CL A 518439104 134,372 1,400,000 SH   DFND   1,400,000 0 0
LAUREATE EDUCATION INC CL A 518613203 17,908 1,021,587 SH   DFND   1,021,587 0 0
LEAR CORP COM NEW 521865204 20,829 146,600 SH   DFND   146,600 0 0
LENNAR CORP CL A 526057104 1,066 20,000 SH   DFND   20,000 0 0
LENNOX INTL INC COM 526107107 13,773 75,000 SH   DFND   75,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 14,087 164,200 SH   DFND   164,200 0 0
LIBERTY INTERACTIVE CORP QVC GP COM SER A 53071M104 41,718 1,700,000 SH   DFND   1,700,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 12,067 131,032 SH   DFND   131,032 0 0
LOUISIANA PAC CORP COM 546347105 2,411 100,000 SH   DFND   100,000 0 0
LOWES COS INC COM 548661107 96,913 1,250,000 SH Put DFND   1,250,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 49,546 251,631 SH   DFND   251,631 0 0
MARINEMAX INC COM 567908108 7,882 403,165 SH   DFND   403,165 0 0
MARRIOTT INTL INC NEW CL A 571903202 107,833 1,075,000 SH   DFND   1,075,000 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 27,367 232,414 SH   DFND   232,414 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 47,100 400,000 SH Call DFND   400,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 17,806 80,000 SH   DFND   80,000 0 0
MASCO CORP COM 574599106 1,911 50,000 SH   DFND   50,000 0 0
MASTEC INC COM 576323109 6,095 135,000 SH   DFND   135,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 36,435 300,000 SH   DFND   300,000 0 0
MCDONALDS CORP COM 580135101 114,870 750,000 SH Put DFND   750,000 0 0
MCDONALDS CORP COM 580135101 107,212 700,000 SH   DFND   700,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 11,225 500,000 SH Call DFND   500,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 72,963 3,250,000 SH   DFND   3,250,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 31,290 1,000,000 SH Put DFND   1,000,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 29,726 950,000 SH   DFND   950,000 0 0
MILACRON HLDGS CORP COM 59870L106 2,639 150,000 SH   DFND   150,000 0 0
MOHAWK INDS INC COM 608190104 9,184 38,000 SH   DFND   38,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 30,219 350,000 SH   DFND   350,000 0 0
MONSANTO CO NEW COM 61166W101 2,419 20,437 SH   DFND   20,437 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 14,904 300,000 SH   DFND   300,000 0 0
MSG NETWORK INC CL A 553573106 19,981 890,000 SH   DFND   890,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 918 35,000 SH   DFND   35,000 0 0
NESTLE COM 007123870 122,142 1,403,500 SH   DFND   1,403,500 0 0
NETFLIX INC COM 64110L106 44,823 300,000 SH Call DFND   300,000 0 0
NETFLIX INC COM 64110L106 63,499 425,000 SH   DFND   425,000 0 0
NEWELL BRANDS INC COM 651229106 83,111 1,550,000 SH   DFND   1,550,000 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 1,424 171,624 SH Call DFND   171,624 0 0
NEXEO SOLUTIONS INC COM SHS 65342H102 2,205 265,676 SH   DFND   265,676 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 66,315 1,108,949 SH   DFND   1,108,949 0 0
NIKE INC CL B 654106103 88,500 1,500,000 SH Put DFND   1,500,000 0 0
NORDSTROM INC COM 655664100 24,872 520,000 SH   DFND   520,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 16,287 300,000 SH Call DFND   300,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 69,220 1,275,000 SH   DFND   1,275,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 32,811 150,000 SH Call DFND   150,000 0 0
OLIN CORP COM PAR $1 680665205 3,785 125,000 SH   DFND   125,000 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 298 7,000 SH   DFND   7,000 0 0
OMNOVA SOLUTIONS INC COM 682129101 4,066 417,031 SH   DFND   417,031 0 0
OPGEN INC COM 68373L109 64 100,000 SH Call DFND   100,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 13,436 673,500 SH   DFND   673,500 0 0
PACKAGING CORP AMER COM 695156109 9,468 85,000 SH   DFND   85,000 0 0
PARKER HANNIFIN CORP COM 701094104 37,861 236,900 SH   DFND   236,900 0 0
PARKER HANNIFIN CORP COM 701094104 55,937 350,000 SH Put DFND   350,000 0 0
PENN NATL GAMING INC COM 707569109 38,821 1,814,084 SH   DFND   1,814,084 0 0
PENTAIR PLC SHS G7S00T104 29,610 445,000 SH   DFND   445,000 0 0
PENTAIR PLC SHS G7S00T104 9,981 150,000 SH Put DFND   150,000 0 0
PEPSICO INC COM 713448108 115,490 1,000,000 SH Call DFND   1,000,000 0 0
PEPSICO INC COM 713448108 115,490 1,000,000 SH   DFND   1,000,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 32,967 555,000 SH   DFND   555,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 951 75,000 SH   DFND   75,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 406,038 2,950,000 SH Put DFND   2,950,000 0 0
PRICELINE GRP INC COM NEW 741503403 37,410 20,000 SH   DFND   20,000 0 0
PROSHARES TR II VIX SHORT TERM F 74347W262 1,329 125,000 SH   DFND   125,000 0 0
PVH CORP COM 693656100 45,800 400,000 SH   DFND   400,000 0 0
QUANTA SVCS INC COM 74762E102 4,938 150,000 SH Call DFND   150,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 45 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 01/01/2023X 74874U200 399 39,000 SH   DFND   39,000 0 0
QUINPARIO ACQUISITION CORP 2 COM 74874U101 1,970 198,600 SH Call DFND   198,600 0 0
RALPH LAUREN CORP CL A 751212101 11,070 150,000 SH   DFND   150,000 0 0
RAYTHEON CO COM NEW 755111507 21,800 135,000 SH   DFND   135,000 0 0
REALOGY HLDGS CORP COM 75605Y106 32,174 991,500 SH   DFND   991,500 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 21,360 327,349 SH   DFND   327,349 0 0
REPUBLIC SVCS INC COM 760759100 27,404 430,000 SH   DFND   430,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 37,837 605,000 SH   DFND   605,000 0 0
REXNORD CORP NEW COM 76169B102 2,906 125,000 SH   DFND   125,000 0 0
RLJ LODGING TR COM 74965L101 44,708 2,250,000 SH   DFND   2,250,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 45,349 280,000 SH   DFND   280,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 24,294 150,000 SH Call DFND   150,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 24,294 150,000 SH Put DFND   150,000 0 0
ROCKWELL COLLINS INC COM 774341101 16,287 155,000 SH   DFND   155,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 13,892 60,000 SH   DFND   60,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 90,115 825,000 SH   DFND   825,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 32,769 300,000 SH Call DFND   300,000 0 0
RYDER SYS INC COM 783549108 28,792 400,000 SH Call DFND   400,000 0 0
RYDER SYS INC COM 783549108 46,600 647,400 SH   DFND   647,400 0 0
RYERSON HLDG CORP COM 783754104 3,741 377,900 SH   DFND   377,900 0 0
SAIA INC COM 78709Y105 2,173 42,366 SH   DFND   42,366 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 23,839 350,000 SH Put DFND   350,000 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 90 1,000 SH   DFND   1,000 0 0
SKECHERS U S A INC CL A 830566105 22,125 750,000 SH   DFND   750,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 817,284 3,380,000 SH Put DFND   3,380,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 8,991 300,000 SH Call DFND   300,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 7,980 250,000 SH Call DFND   250,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 0 1 SH   DFND   1 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 7,502 60,000 SH   DFND   60,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 36,185 1,596,150 SH   DFND   1,596,150 0 0
SPROUTS FMRS MKT INC COM 85208M102 22,670 1,000,000 SH Call DFND   1,000,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 14,073 100,000 SH Put DFND   100,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 27,442 195,000 SH   DFND   195,000 0 0
STARBUCKS CORP COM 855244109 20,409 350,000 SH Put DFND   350,000 0 0
STEEL DYNAMICS INC COM 858119100 1,432 40,000 SH   DFND   40,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 57 100,000 SH   DFND   100,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 254 450,000 SH Call DFND   450,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 45,863 625,000 SH   DFND   625,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 24,026 450,000 SH   DFND   450,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 8,009 150,000 SH Call DFND   150,000 0 0
TENNECO INC COM 880349105 2,892 50,000 SH Call DFND   50,000 0 0
TEREX CORP NEW COM 880779103 6,683 178,200 SH   DFND   178,200 0 0
TEXTRON INC COM 883203101 9,420 200,000 SH   DFND   200,000 0 0
THOR INDS INC COM 885160101 101,907 975,000 SH   DFND   975,000 0 0
THYSSENKRUPP AG COM 005636927 4,585 161,400 SH   DFND   161,400 0 0
TJX COS INC NEW COM 872540109 72,170 1,000,000 SH   DFND   1,000,000 0 0
TRACTOR SUPPLY CO COM 892356106 32,526 600,000 SH Put DFND   600,000 0 0
TRINITY INDS INC COM 896522109 11,212 400,000 SH Call DFND   400,000 0 0
TRINSEO S A SHS L9340P101 3,435 50,000 SH   DFND   50,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 62,348 2,200,000 SH   DFND   2,200,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 29,757 1,050,000 SH Call DFND   1,050,000 0 0
ULTA BEAUTY INC COM 90384S303 45,974 160,000 SH   DFND   160,000 0 0
UNITED RENTALS INC COM 911363109 7,326 65,000 SH   DFND   65,000 0 0
UNITED RENTALS INC COM 911363109 5,636 50,000 SH Put DFND   50,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 17,706 145,000 SH   DFND   145,000 0 0
US FOODS HLDG CORP COM 912008109 50,359 1,850,070 SH   DFND   1,850,070 0 0
USA TRUCK INC COM 902925106 1,654 191,034 SH   DFND   191,034 0 0
VAIL RESORTS INC COM 91879Q109 101,496 500,400 SH   DFND   500,400 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 2,479 100,000 SH Call DFND   100,000 0 0
VIACOM INC NEW CL B 92553P201 42,469 1,265,100 SH   DFND   1,265,100 0 0
VISA INC COM CL A 92826C839 103,158 1,100,000 SH   DFND   1,100,000 0 0
VISTA OUTDOOR INC COM 928377100 14,069 625,000 SH   DFND   625,000 0 0
VULCAN MATLS CO COM 929160109 6,611 52,184 SH   DFND   52,184 0 0
WABCO HLDGS INC COM 92927K102 5,738 45,000 SH   DFND   45,000 0 0
WASTE CONNECTIONS INC COM 94106B101 32,693 507,498 SH   DFND   507,498 0 0
WATSCO INC COM 942622200 3,084 20,000 SH   DFND   20,000 0 0
WERNER ENTERPRISES INC COM 950755108 15,262 520,000 SH   DFND   520,000 0 0
WESTLAKE CHEM CORP COM 960413102 26,550 401,000 SH   DFND   401,000 0 0
WESTROCK CO COM 96145D105 10,822 191,000 SH   DFND   191,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 37,597 374,432 SH   DFND   374,432 0 0
WYNN RESORTS LTD COM 983134107 20,118 150,000 SH Put DFND   150,000 0 0
XPO LOGISTICS INC COM 983793100 32,315 500,000 SH Call DFND   500,000 0 0
XPO LOGISTICS INC COM 983793100 10,341 160,000 SH   DFND   160,000 0 0
XYLEM INC COM 98419M100 11,086 200,000 SH Call DFND   200,000 0 0
YANDEX N V SHS CLASS A N97284108 16,400 625,000 SH   DFND   625,000 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 7,878 708,482 SH   DFND   708,482 0 0
YUM BRANDS INC COM 988498101 60,852 825,000 SH   DFND   825,000 0 0