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 90,314 1,400,000 SH   DFND   1,400,000 0 0
ACUITY BRANDS INC COM 00508Y102 6,851 40,000 SH Call DFND   40,000 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 2,988 118,633 SH   DFND   118,633 0 0
AIR PRODS & CHEMS INC COM 009158106 9,073 60,000 SH   DFND   60,000 0 0
ALCOA CORP COM 013872106 5,777 123,910 SH   DFND   123,910 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 151,121 875,000 SH   DFND   875,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 112,262 650,000 SH Call DFND   650,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 4,780 200,000 SH   DFND   200,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 9,383 250,000 SH Call DFND   250,000 0 0
ALPHABET INC CAP STK CL A 02079K305 38,949 40,000 SH   DFND   40,000 0 0
AMAZON COM INC COM 023135106 72,101 75,000 SH Call DFND   75,000 0 0
AMAZON COM INC COM 023135106 156,219 162,500 SH   DFND   162,500 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 9,498 200,000 SH Call DFND   200,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 5,005 350,000 SH Call DFND   350,000 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 5,185 340,000 SH   DFND   340,000 0 0
AMETEK INC NEW COM 031100100 24,765 375,000 SH   DFND   375,000 0 0
ANGIES LIST INC COM 034754101 2,118 170,000 SH   DFND   170,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 12,880 500,000 SH   DFND   500,000 0 0
ARCELOR MITTAL COM 00BYPBS67 2,578 100,000 SH   DFND   100,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 8,359 127,833 SH   DFND   127,833 0 0
AT HOME GROUP INC COM 04650Y100 9,039 395,751 SH   DFND   395,751 0 0
B & G FOODS INC NEW COM 05508R106 14,651 460,000 SH   DFND   460,000 0 0
BIG LOTS INC COM 089302103 18,750 350,000 SH   DFND   350,000 0 0
BIG LOTS INC COM 089302103 13,393 250,000 SH Call DFND   250,000 0 0
BOEING CO COM 097023105 31,776 125,000 SH   DFND   125,000 0 0
BOOT BARN HLDGS INC COM 099406100 1,652 185,605 SH   DFND   185,605 0 0
BORGWARNER INC COM 099724106 5,123 100,000 SH Put DFND   100,000 0 0
BORGWARNER INC COM 099724106 9,388 183,247 SH   DFND   183,247 0 0
BOYD GAMING CORP COM 103304101 21,689 832,591 SH   DFND   832,591 0 0
BRUNSWICK CORP COM 117043109 54,778 978,704 SH   DFND   978,704 0 0
BURLINGTON STORES INC COM 122017106 69,209 725,000 SH   DFND   725,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 19,025 250,000 SH Call DFND   250,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 103,547 1,360,666 SH   DFND   1,360,666 0 0
CAESARS ENTMT CORP COM 127686103 20,025 1,500,000 SH   DFND   1,500,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 15,946 391,408 SH   DFND   391,408 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 18,676 908,819 SH   DFND   908,819 0 0
CARMAX INC COM 143130102 32,265 425,600 SH   DFND   425,600 0 0
CATERPILLAR INC DEL COM 149123101 31,801 255,000 SH   DFND   255,000 0 0
CATERPILLAR INC DEL COM 149123101 31,178 250,000 SH Call DFND   250,000 0 0
CATERPILLAR INC DEL COM 149123101 12,471 100,000 SH Put DFND   100,000 0 0
CBS CORP NEW CL B 124857202 29,000 500,000 SH Call DFND   500,000 0 0
CBS CORP NEW CL B 124857202 69,600 1,200,000 SH   DFND   1,200,000 0 0
CELADON GROUP INC COM 150838100 8,876 1,315,004 SH   DFND   1,315,004 0 0
CELANESE CORP DEL COM SER A 150870103 9,906 95,000 SH   DFND   95,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 167,226 460,146 SH   DFND   460,146 0 0
CHEMOURS CO COM 163851108 5,061 100,000 SH   DFND   100,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 420 25,000 SH   DFND   25,000 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 1,680 100,000 SH Call DFND   100,000 0 0
CHILDRENS PL INC COM 168905107 17,723 150,000 SH Call DFND   150,000 0 0
CHILDRENS PL INC COM 168905107 29,538 250,000 SH   DFND   250,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 61,566 200,000 SH Put DFND   200,000 0 0
CHURCHILL DOWNS INC COM 171484108 96,203 466,551 SH   DFND   466,551 0 0
COACH INC COM 189754104 104,325 2,590,000 SH   DFND   2,590,000 0 0
COACH INC COM 189754104 20,140 500,000 SH Call DFND   500,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 133,647 670,080 SH   DFND   670,080 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 10,131 349,583 SH   DFND   349,583 0 0
DAIMLER AG COM 005529027 7,314 91,764 SH   DFND   91,764 0 0
DANA INCORPORATED COM 235825205 3,914 140,000 SH   DFND   140,000 0 0
DEERE & CO COM 244199105 17,963 143,030 SH   DFND   143,030 0 0
DEERE & CO COM 244199105 12,559 100,000 SH Put DFND   100,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 9,840 100,000 SH Put DFND   100,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 14,199 144,300 SH   DFND   144,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 6,992 145,000 SH   DFND   145,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,822 100,000 SH Call DFND   100,000 0 0
DICKS SPORTING GOODS INC COM 253393102 8,103 300,000 SH Call DFND   300,000 0 0
DILLARDS INC CL A 254067101 7,009 125,000 SH Call DFND   125,000 0 0
DOLLAR TREE INC COM 256746108 34,865 401,581 SH   DFND   401,581 0 0
DOMINOS PIZZA INC COM 25754A201 6,949 35,000 SH   DFND   35,000 0 0
DOMTAR CORP COM NEW 257559203 7,104 163,723 SH   DFND   163,723 0 0
DOVER CORP COM 260003108 39,755 435,000 SH   DFND   435,000 0 0
DOVER CORP COM 260003108 18,278 200,000 SH Put DFND   200,000 0 0
EAGLE MATERIALS INC COM 26969P108 19,740 185,000 SH   DFND   185,000 0 0
EASTMAN CHEM CO COM 277432100 3,620 40,000 SH   DFND   40,000 0 0
EATON CORP PLC SHS G29183103 16,894 220,000 SH Call DFND   220,000 0 0
EBAY INC COM 278642103 23,076 600,000 SH Put DFND   600,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 28,058 1,488,500 SH   DFND   1,488,500 0 0
ELDORADO RESORTS INC COM 28470R102 52,583 2,050,000 SH   DFND   2,050,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 4,145 90,000 SH   DFND   90,000 0 0
EXELA TECHNOLOGIES INC COM 30162V102 54 11,078 SH   DFND   11,078 0 0
EXPEDITORS INTL WASH INC COM 302130109 17,958 300,000 SH Call DFND   300,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 24,832 414,836 SH   DFND   414,836 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 20,000 1,000,000 SH Call DFND   1,000,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 47,685 2,384,233 SH   DFND   2,384,233 0 0
FACEBOOK INC CL A 30303M102 172,579 1,010,000 SH   DFND   1,010,000 0 0
FASTENAL CO COM 311900104 20,511 450,000 SH Call DFND   450,000 0 0
FEDEX CORP COM 31428X106 144,986 642,727 SH   DFND   642,727 0 0
FERRO CORP COM 315405100 36,862 1,653,021 SH   DFND   1,653,021 0 0
FINISH LINE INC CL A 317923100 13,052 1,084,917 SH   DFND   1,084,917 0 0
FINISH LINE INC CL A 317923100 18,045 1,500,000 SH Put DFND   1,500,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 36,010 925,000 SH   DFND   925,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 3,591 300,000 SH Call DFND   300,000 0 0
FORTIVE CORP COM 34959J108 7,079 100,000 SH Put DFND   100,000 0 0
FORTIVE CORP COM 34959J108 35,749 505,000 SH   DFND   505,000 0 0
GATX CORP COM 361448103 7,695 125,000 SH   DFND   125,000 0 0
GENERAL DYNAMICS CORP COM 369550108 20,558 100,000 SH Put DFND   100,000 0 0
GENERAL DYNAMICS CORP COM 369550108 35,505 172,707 SH   DFND   172,707 0 0
GENERAL ELECTRIC CO COM 369604103 24,180 1,000,000 SH Call DFND   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 4,038 100,000 SH Call DFND   100,000 0 0
GENESEE & WYO INC CL A 371559105 16,652 225,000 SH   DFND   225,000 0 0
GENUINE PARTS CO COM 372460105 19,608 205,000 SH   DFND   205,000 0 0
GENUINE PARTS CO COM 372460105 14,348 150,000 SH Call DFND   150,000 0 0
GEVO INC COM PAR 374396307 94 150,000 SH Call DFND   150,000 0 0
GNC HLDGS INC COM CL A 36191G107 8,840 1,000,000 SH Call DFND   1,000,000 0 0
GNC HLDGS INC COM CL A 36191G107 13,260 1,500,000 SH   DFND   1,500,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 6,642 92,056 SH   DFND   92,056 0 0
GRAINGER W W INC COM 384802104 71,900 400,000 SH Call DFND   400,000 0 0
GREEN PLAINS INC COM 393222104 3,526 175,000 SH   DFND   175,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 27,096 373,942 SH   DFND   373,942 0 0
HARLEY DAVIDSON INC COM 412822108 16,874 350,000 SH Put DFND   350,000 0 0
HASBRO INC COM 418056107 21,976 225,000 SH Call DFND   225,000 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 2,693 75,000 SH   DFND   75,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 6,312 175,000 SH   DFND   175,000 0 0
HERSHEY CO COM 427866108 14,829 135,834 SH   DFND   135,834 0 0
HILTON GRAND VACATIONS INC COM 43283X105 29,481 763,156 SH   DFND   763,156 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 124,184 1,788,113 SH   DFND   1,788,113 0 0
HONEYWELL INTL INC COM 438516106 14,174 100,000 SH Put DFND   100,000 0 0
HONEYWELL INTL INC COM 438516106 44,648 315,000 SH   DFND   315,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 16,662 150,000 SH Call DFND   150,000 0 0
HUNTSMAN CORP COM 447011107 7,580 276,451 SH   DFND   276,451 0 0
HYATT HOTELS CORP COM CL A 448579102 46,828 757,865 SH   DFND   757,865 0 0
IAC INTERACTIVECORP COM 44919P508 123,459 1,050,000 SH   DFND   1,050,000 0 0
ILG INC COM 44967H101 36,460 1,364,005 SH   DFND   1,364,005 0 0
ILG INC COM 44967H101 28,067 1,050,000 SH Call DFND   1,050,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 7,398 50,000 SH Call DFND   50,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 14,796 100,000 SH Put DFND   100,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 39,214 265,033 SH   DFND   265,033 0 0
INGERSOLL-RAND PLC SHS G47791101 13,376 150,000 SH Call DFND   150,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 12,275 500,000 SH Call DFND   500,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 25,935 1,056,414 SH   DFND   1,056,414 0 0
INTERPUBLIC GROUP COS INC COM 460690100 10,395 500,000 SH Put DFND   500,000 0 0
INTL PAPER CO COM 460146103 18,467 325,000 SH   DFND   325,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 22,227 150,000 SH Call DFND   150,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 200,043 1,350,000 SH Put DFND   1,350,000 0 0
ITT INC COM 45073V108 4,427 100,000 SH Put DFND   100,000 0 0
ITT INC COM 45073V108 25,234 570,000 SH   DFND   570,000 0 0
JASON INDS INC COM 471172106 477 300,000 SH   DFND   300,000 0 0
JASON INDS INC *W EXP 06/30/201 471172114 65 1,498,645 SH   DFND   1,498,645 0 0
JD COM INC SPON ADR CL A 47215P106 15,280 400,000 SH Call DFND   400,000 0 0
JELD-WEN HLDG INC COM 47580P103 4,498 126,640 SH   DFND   126,640 0 0
JOHNSON CTLS INTL PLC SHS G51502105 14,102 350,000 SH Call DFND   350,000 0 0
KOHLS CORP COM 500255104 12,554 275,000 SH Call DFND   275,000 0 0
KOHLS CORP COM 500255104 7,989 175,000 SH Put DFND   175,000 0 0
KRATON CORPORATION COM 50077C106 960 23,736 SH   DFND   23,736 0 0
KROGER CO COM 501044101 10,030 500,000 SH Put DFND   500,000 0 0
L BRANDS INC COM 501797104 12,483 300,000 SH Put DFND   300,000 0 0
LA QUINTA HLDGS INC COM 50420D108 30,625 1,750,000 SH   DFND   1,750,000 0 0
LAMB WESTON HLDGS INC COM 513272104 27,515 586,800 SH   DFND   586,800 0 0
LANDSTAR SYS INC COM 515098101 24,913 250,000 SH   DFND   250,000 0 0
LAUDER ESTEE COS INC CL A 518439104 97,056 900,000 SH   DFND   900,000 0 0
LAUREATE EDUCATION INC CL A 518613203 16,621 1,142,330 SH   DFND   1,142,330 0 0
LEAR CORP COM NEW 521865204 17,308 100,000 SH Put DFND   100,000 0 0
LEAR CORP COM NEW 521865204 12,739 73,600 SH   DFND   73,600 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 23,143 245,727 SH   DFND   245,727 0 0
LOCKHEED MARTIN CORP COM 539830109 32,580 105,000 SH   DFND   105,000 0 0
LOWES COS INC COM 548661107 131,901 1,650,000 SH   DFND   1,650,000 0 0
LOWES COS INC COM 548661107 107,919 1,350,000 SH Call DFND   1,350,000 0 0
LULULEMON ATHLETICA INC COM 550021109 24,900 400,000 SH Call DFND   400,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 58,830 274,779 SH   DFND   274,779 0 0
MARRIOTT INTL INC NEW CL A 571903202 122,940 1,115,000 SH   DFND   1,115,000 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 29,385 235,966 SH   DFND   235,966 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 43,586 350,000 SH Call DFND   350,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 77,336 375,000 SH Call DFND   375,000 0 0
MASTEC INC COM 576323109 4,640 100,000 SH Put DFND   100,000 0 0
MASTEC INC COM 576323109 12,760 275,000 SH   DFND   275,000 0 0
MCDONALDS CORP COM 580135101 31,336 200,000 SH Put DFND   200,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 102,763 4,260,500 SH   DFND   4,260,500 0 0
MERITOR INC COM 59001K100 5,202 200,000 SH Put DFND   200,000 0 0
MERITOR INC COM 59001K100 14,306 550,000 SH   DFND   550,000 0 0
METHANEX CORP COM 59151K108 5,030 100,000 SH   DFND   100,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 63,163 1,320,029 SH   DFND   1,320,029 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 23,925 500,000 SH Call DFND   500,000 0 0
MICHAELS COS INC COM 59408Q106 14,814 690,000 SH Call DFND   690,000 0 0
MICHAELS COS INC COM 59408Q106 26,639 1,240,749 SH   DFND   1,240,749 0 0
MILACRON HLDGS CORP COM 59870L106 7,840 465,000 SH   DFND   465,000 0 0
MOHAWK INDS INC COM 608190104 3,713 15,000 SH   DFND   15,000 0 0
MONSANTO CO NEW COM 61166W101 1,251 10,437 SH   DFND   10,437 0 0
MSG NETWORK INC CL A 553573106 17,417 821,575 SH   DFND   821,575 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,542 35,000 SH   DFND   35,000 0 0
NESTLE COM 007123870 108,882 1,300,000 SH   DFND   1,300,000 0 0
NETFLIX INC COM 64110L106 86,141 475,000 SH   DFND   475,000 0 0
NEWELL BRANDS INC COM 651229106 66,139 1,550,000 SH   DFND   1,550,000 0 0
NEWELL BRANDS INC COM 651229106 21,335 500,000 SH Call DFND   500,000 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 76 171,624 SH   DFND   171,624 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 53,578 860,000 SH   DFND   860,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 17,263 60,000 SH   DFND   60,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 27,025 500,000 SH Call DFND   500,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 104,046 1,925,000 SH   DFND   1,925,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 51,880 471,162 SH   DFND   471,162 0 0
OMNICOM GROUP INC COM 681919106 14,814 200,000 SH Put DFND   200,000 0 0
OMNOVA SOLUTIONS INC COM 682129101 6,689 610,835 SH   DFND   610,835 0 0
OPGEN INC *W EXP 05/05/202 68373L117 7 100,000 SH   DFND   100,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 9,842 438,400 SH   DFND   438,400 0 0
PARKER HANNIFIN CORP COM 701094104 28,686 163,900 SH   DFND   163,900 0 0
PARKER HANNIFIN CORP COM 701094104 17,502 100,000 SH Put DFND   100,000 0 0
PENN NATL GAMING INC COM 707569109 39,763 1,700,000 SH   DFND   1,700,000 0 0
PENNEY J C INC COM 708160106 1,905 500,000 SH Put DFND   500,000 0 0
PENTAIR PLC SHS G7S00T104 6,116 90,000 SH   DFND   90,000 0 0
PEPSICO INC COM 713448108 76,330 685,000 SH   DFND   685,000 0 0
PEPSICO INC COM 713448108 39,001 350,000 SH Call DFND   350,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 32,301 565,000 SH   DFND   565,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 72,725 500,000 SH Call DFND   500,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 168,722 1,160,000 SH Put DFND   1,160,000 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347W171 1,017 31,249 SH   DFND   31,249 0 0
PVH CORP COM 693656100 37,818 300,000 SH Call DFND   300,000 0 0
PVH CORP COM 693656100 138,232 1,096,555 SH   DFND   1,096,555 0 0
QUANTA SVCS INC COM 74762E102 7,474 200,000 SH   DFND   200,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 9 7,357 SH   DFND   7,357 0 0
RAYTHEON CO COM NEW 755111507 19,591 105,000 SH   DFND   105,000 0 0
REALOGY HLDGS CORP COM 75605Y106 46,931 1,424,297 SH   DFND   1,424,297 0 0
REPUBLIC SVCS INC COM 760759100 30,553 462,500 SH   DFND   462,500 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 75,749 1,185,800 SH   DFND   1,185,800 0 0
RLJ LODGING TR COM 74965L101 66,000 2,999,997 SH   DFND   2,999,997 0 0
ROCKWELL AUTOMATION INC COM 773903109 40,097 225,000 SH   DFND   225,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 26,732 150,000 SH Put DFND   150,000 0 0
ROKU INC COM CL A 77543R102 186 7,000 SH   DFND   7,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,006 37,000 SH   DFND   37,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 26,672 225,000 SH Call DFND   225,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 126,897 1,070,500 SH   DFND   1,070,500 0 0
RUSH ENTERPRISES INC CL A 781846209 5,023 108,503 SH   DFND   108,503 0 0
RYDER SYS INC COM 783549108 43,171 510,597 SH   DFND   510,597 0 0
RYERSON HLDG CORP COM 783754104 4,883 450,000 SH   DFND   450,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 42,600 600,000 SH Put DFND   600,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 8,319 125,000 SH Put DFND   125,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 27,423 450,000 SH Put DFND   450,000 0 0
SKECHERS U S A INC CL A 830566105 25,090 1,000,000 SH Call DFND   1,000,000 0 0
SKECHERS U S A INC CL A 830566105 15,054 600,000 SH   DFND   600,000 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 4,287 210,153 SH   DFND   210,153 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 816,498 3,250,000 SH Put DFND   3,250,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 16,708 400,000 SH Put DFND   400,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 9,385 500,000 SH Call DFND   500,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 46,925 2,500,000 SH   DFND   2,500,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 17,362 115,000 SH   DFND   115,000 0 0
SUMMIT MATLS INC CL A 86614U100 10,089 315,000 SH   DFND   315,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 93 100,000 SH   DFND   100,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 420 450,000 SH Call DFND   450,000 0 0
TARGET CORP COM 87612E106 14,753 250,000 SH Put DFND   250,000 0 0
TECK RESOURCES LTD CL B 878742204 1,687 80,000 SH   DFND   80,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 796 5,000 SH   DFND   5,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 37,993 588,849 SH   DFND   588,849 0 0
TENNECO INC COM 880349105 6,067 100,000 SH Call DFND   100,000 0 0
TEREX CORP NEW COM 880779103 6,222 138,200 SH   DFND   138,200 0 0
TEXTRON INC COM 883203101 8,621 160,000 SH   DFND   160,000 0 0
THOR INDS INC COM 885160101 101,822 808,685 SH   DFND   808,685 0 0
THOR INDS INC COM 885160101 50,364 400,000 SH Call DFND   400,000 0 0
TOTAL SYS SVCS INC COM 891906109 19,650 300,000 SH   DFND   300,000 0 0
TRINSEO S A SHS L9340P101 18,453 275,000 SH   DFND   275,000 0 0
TRONOX LTD SHS CL A Q9235V101 10,073 477,400 SH   DFND   477,400 0 0
ULTA BEAUTY INC COM 90384S303 154,783 684,700 SH   DFND   684,700 0 0
ULTA BEAUTY INC COM 90384S303 56,515 250,000 SH Call DFND   250,000 0 0
UNION PAC CORP COM 907818108 34,791 300,000 SH Call DFND   300,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 90,837 756,411 SH   DFND   756,411 0 0
UNITED RENTALS INC COM 911363109 13,874 100,000 SH Call DFND   100,000 0 0
UNITED RENTALS INC COM 911363109 20,811 150,000 SH Put DFND   150,000 0 0
UNITED RENTALS INC COM 911363109 28,013 201,910 SH   DFND   201,910 0 0
UNITED STATES STL CORP NEW COM 912909108 3,849 150,000 SH   DFND   150,000 0 0
US FOODS HLDG CORP COM 912008109 50,732 1,900,070 SH   DFND   1,900,070 0 0
USA TRUCK INC COM 902925106 5,589 397,815 SH   DFND   397,815 0 0
VAIL RESORTS INC COM 91879Q109 114,060 500,000 SH   DFND   500,000 0 0
VENATOR MATLS PLC SHS G9329Z100 6,780 300,000 SH   DFND   300,000 0 0
VISA INC COM CL A 92826C839 131,550 1,250,000 SH   DFND   1,250,000 0 0
VISTA OUTDOOR INC COM 928377100 6,882 300,000 SH Call DFND   300,000 0 0
VISTA OUTDOOR INC COM 928377100 53,429 2,329,061 SH   DFND   2,329,061 0 0
VULCAN MATLS CO COM 929160109 3,251 27,184 SH   DFND   27,184 0 0
WABCO HLDGS INC COM 92927K102 33,211 224,400 SH   DFND   224,400 0 0
WASTE CONNECTIONS INC COM 94106B101 39,702 567,498 SH   DFND   567,498 0 0
WASTE MGMT INC DEL COM 94106L109 1,565 20,000 SH   DFND   20,000 0 0
WESTLAKE CHEM CORP COM 960413102 37,397 450,075 SH   DFND   450,075 0 0
WESTROCK CO COM 96145D105 8,510 150,000 SH   DFND   150,000 0 0
WILLIAMS SONOMA INC COM 969904101 44,874 900,000 SH Call DFND   900,000 0 0
WILLIAMS SONOMA INC COM 969904101 2,493 50,000 SH   DFND   50,000 0 0
WYNN RESORTS LTD COM 983134107 18,615 125,000 SH Call DFND   125,000 0 0
WYNN RESORTS LTD COM 983134107 74,475 500,100 SH   DFND   500,100 0 0
XPO LOGISTICS INC COM 983793100 6,778 100,000 SH   DFND   100,000 0 0
XYLEM INC COM 98419M100 20,480 327,000 SH   DFND   327,000 0 0
YANDEX N V SHS CLASS A N97284108 51,293 1,556,700 SH   DFND   1,556,700 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 19,976 1,447,500 SH   DFND   1,447,500 0 0
YUM BRANDS INC COM 988498101 28,339 384,990 SH   DFND   384,990 0 0