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 55,312 235,000 SH   DFND   235,000 0 0
3M CO COM 88579Y101 35,306 150,000 SH Put DFND   150,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 74,401 1,175,000 SH   DFND   1,175,000 0 0
AIR PRODS & CHEMS INC COM 009158106 22,971 140,000 SH   DFND   140,000 0 0
ALCOA CORP COM 013872106 10,801 200,510 SH   DFND   200,510 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 103,458 600,000 SH   DFND   600,000 0 0
ALPHABET INC CAP STK CL A 02079K305 142,209 135,000 SH   DFND   135,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 8,983 527,489 SH   DFND   527,489 0 0
AMETEK INC NEW COM 031100100 40,221 555,000 SH   DFND   555,000 0 0
AMETEK INC NEW COM 031100100 10,871 150,000 SH Put DFND   150,000 0 0
APHRIA COM 00BTC2NF2 17,849 1,200,000 SH   DFND   1,200,000 0 0
APTIV PLC SHS G6095L109 13,505 159,200 SH   DFND   159,200 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 21,680 671,000 SH   DFND   671,000 0 0
ARCELORMITALL COM 00BYPBS67 13,013 400,000 SH   DFND   400,000 0 0
ARCH COAL INC CL A 039380407 11,645 125,000 SH   DFND   125,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 6,254 87,833 SH   DFND   87,833 0 0
AT HOME GROUP INC COM 04650Y100 11,407 375,368 SH   DFND   375,368 0 0
AUTONATION INC COM 05329W102 12,833 250,000 SH Call DFND   250,000 0 0
AUTOZONE INC COM 053332102 64,023 90,000 SH   DFND   90,000 0 0
B & G FOODS INC NEW COM 05508R106 15,642 445,000 SH   DFND   445,000 0 0
BOEING CO COM 097023105 27,574 93,500 SH   DFND   93,500 0 0
BOEING CO COM 097023105 29,491 100,000 SH Put DFND   100,000 0 0
BOMBARDIER INC-B COM 002109723 10,002 4,150,000 SH   DFND   4,150,000 0 0
BOYD GAMING CORP COM 103304101 35,050 1,000,000 SH Call DFND   1,000,000 0 0
BOYD GAMING CORP COM 103304101 33,823 965,000 SH   DFND   965,000 0 0
BRUNSWICK CORP COM 117043109 24,573 445,000 SH   DFND   445,000 0 0
BUNGE LIMITED COM G16962105 3,354 50,000 SH   DFND   50,000 0 0
BURLINGTON STORES INC COM 122017106 61,515 500,000 SH Call DFND   500,000 0 0
BURLINGTON STORES INC COM 122017106 88,213 717,000 SH   DFND   717,000 0 0
CABOT CORP COM 127055101 15,398 250,000 SH   DFND   250,000 0 0
CAESARS ENTMT CORP COM 127686103 70,524 5,575,000 SH   DFND   5,575,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 32,653 730,000 SH   DFND   730,000 0 0
CANNTRUST HOLDINGS INC COM 00BYVRPK2 1,820 250,000 SH   DFND   250,000 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 5,099 100,000 SH   DFND   100,000 0 0
CARTER INC COM 146229109 22,323 190,000 SH   DFND   190,000 0 0
CATERPILLAR INC DEL COM 149123101 70,123 445,000 SH   DFND   445,000 0 0
CATERPILLAR INC DEL COM 149123101 63,032 400,000 SH Put DFND   400,000 0 0
CBS CORP NEW CL B 124857202 38,291 649,000 SH   DFND   649,000 0 0
CELADON GROUP INC COM 150838100 13,557 2,118,285 SH   DFND   2,118,285 0 0
CELANESE CORP DEL COM SER A 150870103 10,173 95,000 SH   DFND   95,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 20,158 60,000 SH   DFND   60,000 0 0
CHILDRENS PL INC COM 168905107 27,617 190,000 SH   DFND   190,000 0 0
CHURCHILL DOWNS INC COM 171484108 110,533 475,000 SH   DFND   475,000 0 0
CINTAS CORP COM 172908105 31,166 200,000 SH   DFND   200,000 0 0
CNH INDL N V SHS N20944109 4,020 300,000 SH   DFND   300,000 0 0
COMCAST CORP NEW CL A 20030N101 105,131 2,625,000 SH   DFND   2,625,000 0 0
COMCAST CORP NEW CL A 20030N101 40,050 1,000,000 SH Call DFND   1,000,000 0 0
COMMERCIAL METALS CO COM 201723103 6,396 300,000 SH   DFND   300,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 177,142 775,000 SH   DFND   775,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 108,571 475,000 SH Call DFND   475,000 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 2,922 101,707 SH   DFND   101,707 0 0
COVESTRO AKTIENGELLSCHAFT COM 00BYTBWY9 5,677 55,000 SH   DFND   55,000 0 0
CSX CORP COM 126408103 35,654 648,131 SH   DFND   648,131 0 0
CSX CORP COM 126408103 48,134 875,000 SH Call DFND   875,000 0 0
DANA INCORPORATED COM 235825205 6,402 200,000 SH   DFND   200,000 0 0
DARDEN RESTAURANTS INC COM 237194105 28,806 300,000 SH Call DFND   300,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 28,688 520,000 SH   DFND   520,000 0 0
DEERE & CO COM 244199105 15,651 100,000 SH Call DFND   100,000 0 0
DEERE & CO COM 244199105 15,651 100,000 SH Put DFND   100,000 0 0
DEERE & CO COM 244199105 32,271 206,189 SH   DFND   206,189 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 9,715 185,159 SH   DFND   185,159 0 0
DILLARDS INC CL A 254067101 18,015 300,000 SH Call DFND   300,000 0 0
DOLLAR TREE INC COM 256746108 27,085 252,400 SH Call DFND   252,400 0 0
DOLLAR TREE INC COM 256746108 158,282 1,475,000 SH   DFND   1,475,000 0 0
DOMINOS PIZZA INC COM 25754A201 37,792 200,000 SH Put DFND   200,000 0 0
DOVER CORP COM 260003108 20,198 200,000 SH Put DFND   200,000 0 0
DOVER CORP COM 260003108 31,307 310,000 SH   DFND   310,000 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 26,692 275,000 SH   DFND   275,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 33,847 525,000 SH   DFND   525,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 25,788 400,000 SH Call DFND   400,000 0 0
EAGLE MATERIALS INC COM 26969P108 28,325 250,000 SH Call DFND   250,000 0 0
EASTMAN CHEM CO COM 277432100 4,632 50,000 SH   DFND   50,000 0 0
EATON CORP PLC SHS G29183103 15,802 200,000 SH Call DFND   200,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 3,500 125,000 SH Call DFND   125,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 38,538 1,376,344 SH   DFND   1,376,344 0 0
ELDORADO RESORTS INC COM 28470R102 64,643 1,950,000 SH   DFND   1,950,000 0 0
ELECTRONIC ARTS INC COM 285512109 52,530 500,000 SH Call DFND   500,000 0 0
ELECTRONIC ARTS INC COM 285512109 108,737 1,035,000 SH   DFND   1,035,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2,371 100,000 SH   DFND   100,000 0 0
FACEBOOK INC CL A 30303M102 185,283 1,050,000 SH   DFND   1,050,000 0 0
FASTENAL CO COM 311900104 10,118 185,000 SH   DFND   185,000 0 0
FEDEX CORP COM 31428X106 116,229 465,774 SH   DFND   465,774 0 0
FERRO CORP COM 315405100 32,267 1,367,805 SH   DFND   1,367,805 0 0
FIVE BELOW INC COM 33829M101 17,243 260,000 SH   DFND   260,000 0 0
FLIR SYS INC COM 302445101 6,993 150,000 SH   DFND   150,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 69,612 1,430,000 SH   DFND   1,430,000 0 0
FOOT LOCKER INC COM 344849104 3,282 70,000 SH   DFND   70,000 0 0
FORTIVE CORP COM 34959J108 41,601 575,000 SH   DFND   575,000 0 0
FORTIVE CORP COM 34959J108 21,705 300,000 SH Put DFND   300,000 0 0
FORWARD AIR CORP COM 349853101 24,417 425,082 SH   DFND   425,082 0 0
G-III APPAREL GROUP LTD COM 36237H101 19,367 525,000 SH   DFND   525,000 0 0
GAP INC DEL COM 364760108 10,218 300,000 SH   DFND   300,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 856 25,224 SH   DFND   25,224 0 0
GENERAL DYNAMICS CORP COM 369550108 13,909 68,365 SH   DFND   68,365 0 0
GENERAL DYNAMICS CORP COM 369550108 30,518 150,000 SH Call DFND   150,000 0 0
GENERAL DYNAMICS CORP COM 369550108 20,345 100,000 SH Put DFND   100,000 0 0
GENERAL ELECTRIC CO COM 369604103 10,470 600,000 SH Call DFND   600,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 7,508 107,056 SH   DFND   107,056 0 0
GRAINGER W W INC COM 384802104 63,788 270,000 SH   DFND   270,000 0 0
GRAINGER W W INC COM 384802104 23,625 100,000 SH Call DFND   100,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 3,090 200,000 SH   DFND   200,000 0 0
GREENBRIER COS INC COM 393657101 10,070 188,929 SH   DFND   188,929 0 0
HANESBRANDS INC COM 410345102 31,365 1,500,000 SH Call DFND   1,500,000 0 0
HARRIS CORP DEL COM 413875105 12,749 90,000 SH   DFND   90,000 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 3,205 100,000 SH   DFND   100,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 8,206 205,000 SH   DFND   205,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 4,003 100,000 SH Call DFND   100,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 30,731 732,555 SH   DFND   732,555 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 99,825 1,250,000 SH   DFND   1,250,000 0 0
HONEYWELL INTL INC COM 438516106 15,336 100,000 SH Put DFND   100,000 0 0
HONEYWELL INTL INC COM 438516106 53,829 351,000 SH   DFND   351,000 0 0
HUB GROUP INC CL A 443320106 28,039 585,368 SH   DFND   585,368 0 0
HUBBELL INC COM 443510607 9,474 70,000 SH   DFND   70,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 41,816 363,679 SH   DFND   363,679 0 0
HUNTSMAN CORP COM 447011107 12,532 376,451 SH   DFND   376,451 0 0
HYATT HOTELS CORP COM CL A 448579102 91,925 1,250,000 SH   DFND   1,250,000 0 0
IAC INTERACTIVECORP COM 44919P508 30,570 250,000 SH Call DFND   250,000 0 0
IAC INTERACTIVECORP COM 44919P508 91,710 750,000 SH   DFND   750,000 0 0
ILG INC COM 44967H101 56,248 1,975,005 SH   DFND   1,975,005 0 0
ILG INC COM 44967H101 19,936 700,000 SH Call DFND   700,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 33,370 200,000 SH Put DFND   200,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 70,083 420,033 SH   DFND   420,033 0 0
INGERSOLL-RAND PLC SHS G47791101 8,919 100,000 SH Call DFND   100,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 64,950 2,450,000 SH   DFND   2,450,000 0 0
INTL PAPER CO COM 460146103 2,897 50,000 SH   DFND   50,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 30,492 200,000 SH Call DFND   200,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 426,888 2,800,000 SH Put DFND   2,800,000 0 0
ITT INC COM 45073V108 13,343 250,000 SH Put DFND   250,000 0 0
ITT INC COM 45073V108 33,205 622,167 SH   DFND   622,167 0 0
JACK IN THE BOX INC COM 466367109 74,303 757,345 SH   DFND   757,345 0 0
JACK IN THE BOX INC COM 466367109 14,717 150,000 SH Call DFND   150,000 0 0
JASON INDS INC COM 471172106 474 200,000 SH   DFND   200,000 0 0
JASON INDS INC *W EXP 06/30/201 471172114 34 1,498,645 SH   DFND   1,498,645 0 0
JELD-WEN HLDG INC COM 47580P103 8,148 206,947 SH   DFND   206,947 0 0
JOHNSON CTLS INTL PLC SHS G51502105 11,433 300,000 SH Call DFND   300,000 0 0
KENNAMETAL INC COM 489170100 2,871 59,300 SH   DFND   59,300 0 0
KIRBY CORP COM 497266106 13,360 200,000 SH Call DFND   200,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 229,682 5,253,480 SH   DFND   5,253,480 0 0
KOHLS CORP COM 500255104 16,269 300,000 SH   DFND   300,000 0 0
LA QUINTA HLDGS INC COM 50420D108 37,382 2,025,000 SH   DFND   2,025,000 0 0
LAMB WESTON HLDGS INC COM 513272104 19,475 345,000 SH   DFND   345,000 0 0
LAS VEGAS SANDS CORP COM 517834107 27,796 400,000 SH Put DFND   400,000 0 0
LAUDER ESTEE COS INC CL A 518439104 44,534 350,000 SH   DFND   350,000 0 0
LAUREATE EDUCATION INC CL A 518613203 1,153 85,000 SH   DFND   85,000 0 0
LEAR CORP COM NEW 521865204 17,666 100,000 SH Put DFND   100,000 0 0
LEAR CORP COM NEW 521865204 14,769 83,600 SH   DFND   83,600 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 20,899 245,727 SH   DFND   245,727 0 0
LITHIA MTRS INC CL A 536797103 56,795 500,000 SH Call DFND   500,000 0 0
LITHIA MTRS INC CL A 536797103 3,976 35,000 SH   DFND   35,000 0 0
LOCKHEED MARTIN CORP COM 539830109 41,737 130,000 SH   DFND   130,000 0 0
LOWES COS INC COM 548661107 112,457 1,210,000 SH   DFND   1,210,000 0 0
LOWES COS INC COM 548661107 83,646 900,000 SH Call DFND   900,000 0 0
LULULEMON ATHLETICA INC COM 550021109 19,255 245,000 SH   DFND   245,000 0 0
MACYS INC COM 55616P104 40,934 1,625,000 SH Put DFND   1,625,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 46,387 220,000 SH   DFND   220,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 84,831 625,000 SH   DFND   625,000 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 30,932 228,771 SH   DFND   228,771 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 47,324 350,000 SH Call DFND   350,000 0 0
MARTEN TRANS LTD COM 573075108 5,961 293,644 SH   DFND   293,644 0 0
MASTEC INC COM 576323109 15,786 322,500 SH   DFND   322,500 0 0
MASTEC INC COM 576323109 9,790 200,000 SH Put DFND   200,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 99,898 660,000 SH   DFND   660,000 0 0
MATCH GROUP INC COM 57665R106 8,610 275,000 SH   DFND   275,000 0 0
MCDONALDS CORP COM 580135101 23,236 135,000 SH   DFND   135,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 107,448 3,700,000 SH   DFND   3,700,000 0 0
MERITOR INC COM 59001K100 4,692 200,000 SH Put DFND   200,000 0 0
MERITOR INC COM 59001K100 21,188 903,144 SH   DFND   903,144 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 78,688 1,250,000 SH   DFND   1,250,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 31,475 500,000 SH Call DFND   500,000 0 0
MICHAELS COS INC COM 59408Q106 33,261 1,375,000 SH   DFND   1,375,000 0 0
MOSAIC CO NEW COM 61945C103 3,849 150,000 SH   DFND   150,000 0 0
MSG NETWORK INC CL A 553573106 10,631 525,000 SH   DFND   525,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,717 110,000 SH   DFND   110,000 0 0
NETFLIX INC COM 64110L106 28,794 150,000 SH   DFND   150,000 0 0
NEWELL BRANDS INC COM 651229106 15,450 500,000 SH Call DFND   500,000 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 107 171,624 SH   DFND   171,624 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 28,543 365,000 SH   DFND   365,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 36,225 250,000 SH Call DFND   250,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,346 50,000 SH Put DFND   50,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 58,313 190,000 SH   DFND   190,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 83,869 1,575,000 SH   DFND   1,575,000 0 0
OMNICOM GROUP INC COM 681919106 29,132 400,000 SH Call DFND   400,000 0 0
OMNOVA SOLUTIONS INC COM 682129101 6,808 680,835 SH   DFND   680,835 0 0
OPGEN INC *W EXP 05/05/202 68373L117 4 100,000 SH   DFND   100,000 0 0
ORION ENGINEERED CARBONS S A COM L72967109 13,663 533,696 SH   DFND   533,696 0 0
OSHKOSH CORP COM 688239201 20,905 230,000 SH   DFND   230,000 0 0
PARKER HANNIFIN CORP COM 701094104 67,438 337,901 SH   DFND   337,901 0 0
PARKER HANNIFIN CORP COM 701094104 39,916 200,000 SH Put DFND   200,000 0 0
PEABODY ENERGY CORP NEW COM 704551100 3,937 100,000 SH   DFND   100,000 0 0
PENN NATL GAMING INC COM 707569109 52,478 1,675,000 SH   DFND   1,675,000 0 0
PENNEY J C INC COM 708160106 5,135 1,625,000 SH Put DFND   1,625,000 0 0
PENTAIR PLC SHS G7S00T104 12,712 180,000 SH   DFND   180,000 0 0
PEPSICO INC COM 713448108 119,920 1,000,000 SH Call DFND   1,000,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 33,601 565,000 SH   DFND   565,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 31,152 200,000 SH Call DFND   200,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 118,378 760,000 SH Put DFND   760,000 0 0
PRICELINE GRP INC COM NEW 741503403 52,132 30,000 SH Put DFND   30,000 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347W171 723 31,249 SH   DFND   31,249 0 0
PVH CORP COM 693656100 128,977 940,000 SH   DFND   940,000 0 0
QUANTA SVCS INC COM 74762E102 14,471 370,000 SH   DFND   370,000 0 0
QUANTA SVCS INC COM 74762E102 7,822 200,000 SH Put DFND   200,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 17 7,357 SH   DFND   7,357 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 9,816 480,000 SH   DFND   480,000 0 0
REGAL BELOIT CORP COM 758750103 7,660 100,000 SH Call DFND   100,000 0 0
RENT A CTR INC NEW COM 76009N100 5,550 500,000 SH Put DFND   500,000 0 0
REPUBLIC SVCS INC COM 760759100 42,527 629,000 SH   DFND   629,000 0 0
REPUBLIC SVCS INC COM 760759100 6,761 100,000 SH Put DFND   100,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 69,165 1,125,000 SH   DFND   1,125,000 0 0
RH COM 74967X103 34,915 405,000 SH   DFND   405,000 0 0
RLJ LODGING TR COM 74965L101 60,418 2,750,000 SH   DFND   2,750,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 51,149 260,500 SH   DFND   260,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 15,708 80,000 SH Put DFND   80,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 10,360 40,000 SH Put DFND   40,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 16,835 65,000 SH   DFND   65,000 0 0
ROSS STORES INC COM 778296103 90,281 1,125,000 SH   DFND   1,125,000 0 0
ROSS STORES INC COM 778296103 24,075 300,000 SH Call DFND   300,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 59,640 500,000 SH Call DFND   500,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 137,172 1,150,000 SH   DFND   1,150,000 0 0
RYERSON HLDG CORP COM 783754104 4,940 475,000 SH   DFND   475,000 0 0
SAIA INC COM 78709Y105 18,027 254,799 SH   DFND   254,799 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 22,701 300,000 SH Call DFND   300,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 30,268 400,000 SH Put DFND   400,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 5,655 100,000 SH Put DFND   100,000 0 0
SLEEP NUMBER CORP COM 83125X103 7,518 200,000 SH   DFND   200,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 533,720 2,000,000 SH Put DFND   2,000,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 10,911 300,000 SH Call DFND   300,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 11,154 300,000 SH Call DFND   300,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 22,590 500,000 SH Call DFND   500,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 13,554 300,000 SH Put DFND   300,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 16,578 190,000 SH   DFND   190,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 57,223 2,350,000 SH   DFND   2,350,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 33,938 200,000 SH Put DFND   200,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 51,331 302,500 SH   DFND   302,500 0 0
STARBUCKS CORP COM 855244109 11,486 200,000 SH Put DFND   200,000 0 0
STEEL DYNAMICS INC COM 858119100 4,313 100,000 SH   DFND   100,000 0 0
SUMMIT MATLS INC CL A 86614U100 14,660 466,275 SH   DFND   466,275 0 0
SUPERVALU INC COM NEW 868536301 18,360 850,000 SH   DFND   850,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 229 450,000 SH Call DFND   450,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 51 100,000 SH   DFND   100,000 0 0
TAPESTRY INC COM 876030107 50,865 1,150,000 SH   DFND   1,150,000 0 0
TARGET CORP COM 87612E106 39,150 600,000 SH Call DFND   600,000 0 0
TECK RESOURCES LTD CL B 878742204 8,505 325,000 SH   DFND   325,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 21,738 120,000 SH   DFND   120,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 21,315 340,000 SH   DFND   340,000 0 0
TEREX CORP NEW COM 880779103 10,039 208,200 SH   DFND   208,200 0 0
TEXAS ROADHOUSE INC COM 882681109 15,804 300,000 SH   DFND   300,000 0 0
TEXTRON INC COM 883203101 13,582 240,000 SH   DFND   240,000 0 0
THOR INDS INC COM 885160101 25,622 170,000 SH   DFND   170,000 0 0
TJX COS INC NEW COM 872540109 30,584 400,000 SH Call DFND   400,000 0 0
TRONOX LTD SHS CL A Q9235V101 6,153 300,000 SH Call DFND   300,000 0 0
TRONOX LTD SHS CL A Q9235V101 10,173 496,000 SH   DFND   496,000 0 0
ULTA BEAUTY INC COM 90384S303 123,013 550,000 SH Call DFND   550,000 0 0
UNION PAC CORP COM 907818108 134,100 1,000,000 SH Call DFND   1,000,000 0 0
UNION PAC CORP COM 907818108 31,487 234,800 SH   DFND   234,800 0 0
UNITED CONTL HLDGS INC COM 910047109 6,066 90,000 SH   DFND   90,000 0 0
UNITED RENTALS INC COM 911363109 42,875 249,401 SH   DFND   249,401 0 0
UNITED RENTALS INC COM 911363109 8,596 50,000 SH Call DFND   50,000 0 0
UNITED RENTALS INC COM 911363109 32,663 190,000 SH Put DFND   190,000 0 0
UNITED STATES STL CORP NEW COM 912909108 12,104 343,950 SH   DFND   343,950 0 0
UNITED TECHNOLOGIES CORP COM 913017109 10,206 80,000 SH Call DFND   80,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 20,411 160,000 SH   DFND   160,000 0 0
US FOODS HLDG CORP COM 912008109 59,073 1,850,070 SH   DFND   1,850,070 0 0
USA TRUCK INC COM 902925106 7,212 397,817 SH   DFND   397,817 0 0
V F CORP COM 918204108 37,000 500,000 SH Put DFND   500,000 0 0
VAIL RESORTS INC COM 91879Q109 104,110 490,000 SH   DFND   490,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 10,420 400,000 SH Call DFND   400,000 0 0
VENATOR MATLS PLC SHS G9329Z100 10,728 485,000 SH   DFND   485,000 0 0
VISA INC COM CL A 92826C839 139,675 1,225,000 SH   DFND   1,225,000 0 0
VOLKSWAGON COM 005497168 12,594 63,061 SH   DFND   63,061 0 0
VULCAN MATLS CO COM 929160109 62,759 488,889 SH   DFND   488,889 0 0
WABASH NATL CORP COM 929566107 43,436 2,001,667 SH   DFND   2,001,667 0 0
WABCO HLDGS INC COM 92927K102 21,525 150,000 SH Put DFND   150,000 0 0
WABCO HLDGS INC COM 92927K102 18,856 131,400 SH   DFND   131,400 0 0
WASTE CONNECTIONS INC COM 94106B101 14,188 200,000 SH Put DFND   200,000 0 0
WASTE CONNECTIONS INC COM 94106B101 61,035 860,374 SH   DFND   860,374 0 0
WASTE MGMT INC DEL COM 94106L109 11,651 135,000 SH   DFND   135,000 0 0
WESTLAKE CHEM CORP COM 960413102 37,713 354,011 SH   DFND   354,011 0 0
WESTROCK CO COM 96145D105 4,425 70,000 SH   DFND   70,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 14,484 125,000 SH Put DFND   125,000 0 0
WYNN RESORTS LTD COM 983134107 52,197 309,608 SH   DFND   309,608 0 0
XYLEM INC COM 98419M100 30,144 442,000 SH   DFND   442,000 0 0
XYLEM INC COM 98419M100 17,050 250,000 SH Put DFND   250,000 0 0
YANDEX N V SHS CLASS A N97284108 16,375 500,000 SH Call DFND   500,000 0 0
YANDEX N V SHS CLASS A N97284108 50,763 1,550,000 SH   DFND   1,550,000 0 0
YRC WORLDWIDE INC COM PAR $.01 984249607 6,385 444,000 SH   DFND   444,000 0 0