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 136,944 2,030,000 SH   DFND   2,030,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 50,595 750,000 SH Call DFND   750,000 0 0
ADIENT PLC ORD SHS G0084W101 5,976 100,000 SH Call DFND   100,000 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 4,456 200,000 SH Call DFND   200,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 59,651 325,000 SH   DFND   325,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 3,241 38,000 SH   DFND   38,000 0 0
ALPHABET INC CAP STK CL A 02079K305 134,828 130,000 SH   DFND   130,000 0 0
ALPHABET INC CAP STK CL A 02079K305 103,714 100,000 SH Call DFND   100,000 0 0
AMAZON COM INC COM 023135106 50,657 35,000 SH Put DFND   35,000 0 0
AMAZON COM INC COM 023135106 54,078 37,364 SH   DFND   37,364 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 4,160 273,328 SH   DFND   273,328 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 3,044 200,000 SH Call DFND   200,000 0 0
AMETEK INC NEW COM 031100100 22,900 301,437 SH   DFND   301,437 0 0
APTIV PLC SHS G6095L109 5,098 60,000 SH Put DFND   60,000 0 0
APTIV PLC SHS G6095L109 4,885 57,485 SH   DFND   57,485 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 00BYPBS67 6,335 200,000 SH   DFND   200,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 22,935 721,000 SH   DFND   721,000 0 0
ARCH COAL INC CL A 039380407 1,874 20,400 SH   DFND   20,400 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 3,687 52,833 SH   DFND   52,833 0 0
AUTODESK INC COM 052769106 66,583 530,200 SH   DFND   530,200 0 0
AUTODESK INC COM 052769106 25,116 200,000 SH Call DFND   200,000 0 0
BALL CORP COM 058498106 1,644 41,400 SH   DFND   41,400 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 5,772 145,000 SH   DFND   145,000 0 0
BOEING CO COM 097023105 39,346 120,000 SH Put DFND   120,000 0 0
BOEING CO COM 097023105 69,930 213,279 SH   DFND   213,279 0 0
BOMBARDIER COM 097751200 25,983 8,938,225 SH   DFND   8,938,225 0 0
BOMBARDIER COM 097751200 8,721 3,000,000 SH Put DFND   3,000,000 0 0
BORGWARNER INC COM 099724106 10,046 200,000 SH Call DFND   200,000 0 0
BOYD GAMING CORP COM 103304101 31,860 1,000,000 SH Call DFND   1,000,000 0 0
BOYD GAMING CORP COM 103304101 60,853 1,910,000 SH   DFND   1,910,000 0 0
BRUNSWICK CORP COM 117043109 55,233 930,000 SH   DFND   930,000 0 0
BUNGE LIMITED COM G16962105 5,546 75,000 SH   DFND   75,000 0 0
BURLINGTON STORES INC COM 122017106 46,603 350,000 SH Call DFND   350,000 0 0
BURLINGTON STORES INC COM 122017106 85,216 640,000 SH   DFND   640,000 0 0
CABOT CORP COM 127055101 24,238 435,000 SH   DFND   435,000 0 0
CAESARS ENTMT CORP COM 127686103 42,188 3,750,000 SH   DFND   3,750,000 0 0
CAESARS ENTMT CORP COM 127686103 22,500 2,000,000 SH Call DFND   2,000,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 30,154 935,000 SH   DFND   935,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 14,623 437,565 SH   DFND   437,565 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 65,580 1,000,000 SH Call DFND   1,000,000 0 0
CATERPILLAR INC DEL COM 149123101 7,369 50,000 SH Call DFND   50,000 0 0
CATERPILLAR INC DEL COM 149123101 32,424 220,000 SH Put DFND   220,000 0 0
CATERPILLAR INC DEL COM 149123101 47,209 320,320 SH   DFND   320,320 0 0
CELADON GROUP INC COM 150838100 3,330 900,000 SH   DFND   900,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 18,673 60,000 SH   DFND   60,000 0 0
CHEMOURS CO COM 163851108 15,831 325,000 SH   DFND   325,000 0 0
CHURCHILL DOWNS INC COM 171484108 110,311 452,000 SH   DFND   452,000 0 0
COGNEX CORP COM 192422103 1,654 31,806 SH   DFND   31,806 0 0
COMCAST CORP NEW CL A 20030N101 37,587 1,100,000 SH   DFND   1,100,000 0 0
CONAGRA BRANDS INC COM 205887102 9,220 250,000 SH   DFND   250,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 135,743 595,573 SH   DFND   595,573 0 0
CONSTELLATION BRANDS INC CL A 21036P108 68,376 300,000 SH Call DFND   300,000 0 0
COVESTRO COM 00BYTBWY9 1,476 15,000 SH   DFND   15,000 0 0
CSX CORP COM 126408103 14,301 256,697 SH   DFND   256,697 0 0
CUMMINS INC COM 231021106 12,967 80,000 SH Call DFND   80,000 0 0
DANA INCORPORATED COM 235825205 1,546 60,000 SH Put DFND   60,000 0 0
DANA INCORPORATED COM 235825205 5,477 212,610 SH   DFND   212,610 0 0
DEERE & CO COM 244199105 51,195 329,609 SH   DFND   329,609 0 0
DEERE & CO COM 244199105 23,298 150,000 SH Put DFND   150,000 0 0
DILLARDS INC CL A 254067101 6,026 75,000 SH Call DFND   75,000 0 0
DOLLAR TREE INC COM 256746108 130,488 1,375,000 SH   DFND   1,375,000 0 0
DOMINOS PIZZA INC COM 25754A201 18,156 77,735 SH   DFND   77,735 0 0
DOMTAR CORP COM NEW 257559203 2,765 65,000 SH   DFND   65,000 0 0
DOVER CORP COM 260003108 24,949 254,016 SH   DFND   254,016 0 0
DOVER CORP COM 260003108 17,189 175,000 SH Put DFND   175,000 0 0
EASTMAN CHEM CO COM 277432100 21,116 200,000 SH   DFND   200,000 0 0
EATON CORP PLC SHS G29183103 21,920 274,303 SH   DFND   274,303 0 0
EATON CORP PLC SHS G29183103 7,991 100,000 SH Put DFND   100,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 17,242 624,709 SH   DFND   624,709 0 0
ELDORADO RESORTS INC COM 28470R102 16,500 500,000 SH Call DFND   500,000 0 0
ELDORADO RESORTS INC COM 28470R102 76,754 2,325,865 SH   DFND   2,325,865 0 0
ELECTRONIC ARTS INC COM 285512109 111,661 920,991 SH   DFND   920,991 0 0
EMERSON ELEC CO COM 291011104 18,254 267,265 SH   DFND   267,265 0 0
EMERSON ELEC CO COM 291011104 5,123 75,000 SH Put DFND   75,000 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 26,949 1,265,826 SH   DFND   1,265,826 0 0
EXPEDIA GROUP INC COM NEW 30212P303 13,801 125,000 SH Put DFND   125,000 0 0
EXXON MOBIL CORP COM 30231G102 4,174 55,946 SH   DFND   55,946 0 0
FEDEX CORP COM 31428X106 8,404 35,000 SH   DFND   35,000 0 0
FEDEX CORP COM 31428X106 24,011 100,000 SH Call DFND   100,000 0 0
FERRO CORP COM 315405100 39,321 1,693,405 SH   DFND   1,693,405 0 0
FIVE BELOW INC COM 33829M101 14,668 200,000 SH Put DFND   200,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 53,944 1,035,000 SH   DFND   1,035,000 0 0
FLUOR CORP NEW COM 343412102 8,583 150,000 SH Call DFND   150,000 0 0
FORTIVE CORP COM 34959J108 38,943 502,364 SH   DFND   502,364 0 0
G-III APPAREL GROUP LTD COM 36237H101 7,536 200,000 SH Call DFND   200,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 26,981 716,050 SH   DFND   716,050 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 3,502 200,000 SH Put DFND   200,000 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 24,921 1,423,233 SH   DFND   1,423,233 0 0
GATX CORP COM 361448103 10,469 152,852 SH   DFND   152,852 0 0
GENERAL DYNAMICS CORP COM 369550108 11,045 50,000 SH Put DFND   50,000 0 0
GENERAL DYNAMICS CORP COM 369550108 43,962 199,015 SH   DFND   199,015 0 0
GENERAL ELECTRIC CO COM 369604103 10,784 800,000 SH Call DFND   800,000 0 0
GENERAL ELECTRIC CO COM 369604103 4,718 350,000 SH Put DFND   350,000 0 0
GRAINGER W W INC COM 384802104 14,114 50,000 SH Call DFND   50,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 8,443 550,000 SH   DFND   550,000 0 0
HALLIBURTON CO COM 406216101 3,980 84,790 SH   DFND   84,790 0 0
HARRIS CORP DEL COM 413875105 8,672 53,770 SH   DFND   53,770 0 0
HAYNES INTERNATIONAL INC COM NEW 420877201 927 24,978 SH   DFND   24,978 0 0
HD SUPPLY HLDGS INC COM 40416M105 2,755 72,611 SH   DFND   72,611 0 0
HILTON GRAND VACATIONS INC COM 43283X105 42,129 979,280 SH   DFND   979,280 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 89,597 1,137,600 SH   DFND   1,137,600 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 39,380 500,000 SH Call DFND   500,000 0 0
HOME DEPOT INC COM 437076102 22,280 125,000 SH   DFND   125,000 0 0
HONEYWELL INTL INC COM 438516106 69,489 480,861 SH   DFND   480,861 0 0
HONEYWELL INTL INC COM 438516106 37,573 260,000 SH Put DFND   260,000 0 0
HUB GROUP INC CL A 443320106 29,445 703,576 SH   DFND   703,576 0 0
HUBBELL INC COM 443510607 10,713 87,971 SH   DFND   87,971 0 0
HUDSON LTD COM CL A G46408103 17,740 1,115,000 SH   DFND   1,115,000 0 0
HUNTSMAN CORP COM 447011107 3,260 111,451 SH   DFND   111,451 0 0
HYATT HOTELS CORP COM CL A 448579102 155,473 2,038,728 SH   DFND   2,038,728 0 0
IAC INTERACTIVECORP COM 44919P508 147,779 945,000 SH   DFND   945,000 0 0
IAC INTERACTIVECORP COM 44919P508 54,733 350,000 SH Call DFND   350,000 0 0
ILG INC COM 44967H101 31,110 1,000,000 SH Call DFND   1,000,000 0 0
ILG INC COM 44967H101 43,934 1,412,200 SH   DFND   1,412,200 0 0
ILLINOIS TOOL WKS INC COM 452308109 25,849 165,000 SH Put DFND   165,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 29,065 185,528 SH   DFND   185,528 0 0
INGERSOLL-RAND PLC SHS G47791101 20,390 238,446 SH   DFND   238,446 0 0
INGERSOLL-RAND PLC SHS G47791101 5,986 70,000 SH Put DFND   70,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 13,365 500,000 SH Call DFND   500,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 65,889 2,465,000 SH   DFND   2,465,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 30,366 200,000 SH Call DFND   200,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 227,745 1,500,000 SH Put DFND   1,500,000 0 0
ITT INC COM 45073V108 9,796 200,000 SH Put DFND   200,000 0 0
ITT INC COM 45073V108 32,389 661,261 SH   DFND   661,261 0 0
JACK IN THE BOX INC COM 466367109 81,831 959,000 SH Put DFND   959,000 0 0
JASON INDS INC COM 471172106 622 200,000 SH   DFND   200,000 0 0
JASON INDS INC *W EXP 06/30/201 471172114 37 1,498,645 SH   DFND   1,498,645 0 0
JOHNSON CTLS INTL PLC SHS G51502105 19,382 550,000 SH Call DFND   550,000 0 0
KENNAMETAL INC COM 489170100 16,064 400,000 SH Call DFND   400,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 72,650 1,578,998 SH   DFND   1,578,998 0 0
KOHLS CORP COM 500255104 22,929 350,000 SH Call DFND   350,000 0 0
KRATON CORPORATION COM 50077C106 1,908 40,000 SH   DFND   40,000 0 0
LANDSTAR SYS INC COM 515098101 11,575 105,562 SH   DFND   105,562 0 0
LAS VEGAS SANDS CORP COM 517834107 46,376 645,000 SH   DFND   645,000 0 0
LAS VEGAS SANDS CORP COM 517834107 71,900 1,000,000 SH Call DFND   1,000,000 0 0
LAUDER ESTEE COS INC CL A 518439104 44,916 300,000 SH Put DFND   300,000 0 0
LEAR CORP COM NEW 521865204 4,652 25,000 SH Put DFND   25,000 0 0
LEAR CORP COM NEW 521865204 8,011 43,047 SH   DFND   43,047 0 0
LENNAR CORP CL A 526057104 53,930 915,000 SH   DFND   915,000 0 0
LENNAR CORP CL A 526057104 8,841 150,000 SH Call DFND   150,000 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 20,838 245,727 SH   DFND   245,727 0 0
LOCKHEED MARTIN CORP COM 539830109 25,345 75,000 SH Put DFND   75,000 0 0
LOCKHEED MARTIN CORP COM 539830109 57,754 170,905 SH   DFND   170,905 0 0
LOWES COS INC COM 548661107 6,143 70,000 SH   DFND   70,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 89,717 365,000 SH   DFND   365,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 107,479 790,400 SH   DFND   790,400 0 0
MARRIOTT INTL INC NEW CL A 571903202 135,980 1,000,000 SH Call DFND   1,000,000 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 35,426 265,960 SH   DFND   265,960 0 0
MARTEN TRANS LTD COM 573075108 6,970 305,694 SH   DFND   305,694 0 0
MARTIN MARIETTA MATLS INC COM 573284106 17,890 86,300 SH   DFND   86,300 0 0
MARTIN MARIETTA MATLS INC COM 573284106 41,460 200,000 SH Call DFND   200,000 0 0
MASTEC INC COM 576323109 4,797 101,950 SH   DFND   101,950 0 0
MASTERCARD INCORPORATED CL A 57636Q104 85,583 488,600 SH   DFND   488,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 35,032 200,000 SH Call DFND   200,000 0 0
MCDONALDS CORP COM 580135101 39,095 250,000 SH Call DFND   250,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 66,531 2,295,747 SH   DFND   2,295,747 0 0
MERITOR INC COM 59001K100 3,084 150,000 SH Put DFND   150,000 0 0
MERITOR INC COM 59001K100 3,533 171,855 SH   DFND   171,855 0 0
MGM RESORTS INTERNATIONAL COM 552953101 17,510 500,000 SH Call DFND   500,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 24,832 400,000 SH Call DFND   400,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 88,619 1,427,500 SH   DFND   1,427,500 0 0
MOSAIC CO NEW COM 61945C103 10,319 425,000 SH   DFND   425,000 0 0
MSG NETWORK INC CL A 553573106 11,498 508,740 SH   DFND   508,740 0 0
NAVISTAR INTL CORP NEW COM 63934E108 5,410 154,718 SH   DFND   154,718 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 125 171,624 SH   DFND   171,624 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 27,265 410,000 SH   DFND   410,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,965 40,000 SH Put DFND   40,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 63,067 180,647 SH   DFND   180,647 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 31,782 600,000 SH Call DFND   600,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 83,428 1,575,000 SH   DFND   1,575,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 37,107 150,000 SH Put DFND   150,000 0 0
OMNOVA SOLUTIONS INC COM 682129101 11,098 1,056,908 SH   DFND   1,056,908 0 0
OPGEN INC *W EXP 05/08/202 68373L125 2 3,998 SH   DFND   3,998 0 0
ORION ENGINEERED CARBONS S A COM L72967109 2,946 108,696 SH   DFND   108,696 0 0
OSHKOSH CORP COM 688239201 1,296 16,770 SH   DFND   16,770 0 0
OUTFRONT MEDIA INC COM 69007J106 1,874 100,000 SH   DFND   100,000 0 0
PACCAR INC COM 693718108 13,234 200,000 SH Call DFND   200,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 20,896 545,303 SH   DFND   545,303 0 0
PARKER HANNIFIN CORP COM 701094104 12,827 75,000 SH Call DFND   75,000 0 0
PARKER HANNIFIN CORP COM 701094104 25,655 150,000 SH Put DFND   150,000 0 0
PARKER HANNIFIN CORP COM 701094104 34,157 199,714 SH   DFND   199,714 0 0
PENN NATL GAMING INC COM 707569109 29,017 1,105,000 SH   DFND   1,105,000 0 0
PENNEY J C INC COM 708160106 6,871 2,275,000 SH   DFND   2,275,000 0 0
PENNEY J C INC COM 708160106 4,530 1,500,000 SH Call DFND   1,500,000 0 0
PENTAIR PLC SHS G7S00T104 5,146 75,525 SH   DFND   75,525 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 2,985 100,000 SH   DFND   100,000 0 0
PLANET FITNESS INC CL A 72703H101 33,615 890,000 SH   DFND   890,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 32,026 200,000 SH Call DFND   200,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 320,260 2,000,000 SH Put DFND   2,000,000 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347W171 1,814 46,330 SH   DFND   46,330 0 0
PULTE GROUP INC COM 745867101 891 30,217 SH   DFND   30,217 0 0
PVH CORP COM 693656100 45,429 300,000 SH Call DFND   300,000 0 0
PVH CORP COM 693656100 143,859 950,000 SH   DFND   950,000 0 0
QUANTA SVCS INC COM 74762E102 4,466 130,000 SH Put DFND   130,000 0 0
QUANTA SVCS INC COM 74762E102 6,855 199,576 SH   DFND   199,576 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 16 7,357 SH   DFND   7,357 0 0
RALPH LAUREN CORP CL A 751212101 27,950 250,000 SH   DFND   250,000 0 0
RAYTHEON CO COM NEW 755111507 21,718 100,630 SH   DFND   100,630 0 0
RAYTHEON CO COM NEW 755111507 6,475 30,000 SH Put DFND   30,000 0 0
RED ROCK RESORTS INC CL A 75700L108 22,692 775,000 SH   DFND   775,000 0 0
REGAL BELOIT CORP COM 758750103 14,670 200,000 SH Call DFND   200,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 2,144 25,000 SH   DFND   25,000 0 0
REPUBLIC SVCS INC COM 760759100 7,626 115,140 SH   DFND   115,140 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 45,536 800,000 SH   DFND   800,000 0 0
RLJ LODGING TR COM 74965L101 48,989 2,520,000 SH   DFND   2,520,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 6,968 40,000 SH Call DFND   40,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,600 34,200 SH   DFND   34,200 0 0
ROSS STORES INC COM 778296103 93,576 1,200,000 SH   DFND   1,200,000 0 0
ROSS STORES INC COM 778296103 77,980 1,000,000 SH Call DFND   1,000,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 41,209 350,000 SH Call DFND   350,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 69,643 591,500 SH   DFND   591,500 0 0
RUSH ENTERPRISES INC CL A 781846209 47,082 1,108,067 SH   DFND   1,108,067 0 0
RYERSON HLDG CORP COM 783754104 3,072 376,944 SH   DFND   376,944 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 22,716 293,300 SH   DFND   293,300 0 0
SAIA INC COM 78709Y105 33,555 446,508 SH   DFND   446,508 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 25,323 250,000 SH Put DFND   250,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 15,789 300,000 SH Put DFND   300,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 22,287 300,000 SH Call DFND   300,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 133,722 1,800,000 SH Put DFND   1,800,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 26,168 400,000 SH Put DFND   400,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 153,737 2,350,000 SH Put DFND   2,350,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 4,074 60,432 SH   DFND   60,432 0 0
SHUTTERFLY INC COM 82568P304 21,938 270,000 SH   DFND   270,000 0 0
SKECHERS U S A INC CL A 830566105 43,751 1,125,000 SH   DFND   1,125,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 657,875 2,500,000 SH Call DFND   2,500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 468,407 1,780,000 SH Put DFND   1,780,000 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 20,395 500,000 SH Put DFND   500,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 5,283 150,000 SH Call DFND   150,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 10,566 300,000 SH Put DFND   300,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 36,326 820,000 SH Put DFND   820,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 12,130 344,398 SH   DFND   344,398 0 0
SPROUTS FMRS MKT INC COM 85208M102 51,047 2,175,000 SH   DFND   2,175,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,015 32,737 SH   DFND   32,737 0 0
STARBUCKS CORP COM 855244109 43,418 750,000 SH Put DFND   750,000 0 0
SUMMIT MATLS INC CL A 86614U100 5,366 177,200 SH   DFND   177,200 0 0
SUPERVALU INC COM NEW 868536301 21,627 1,420,000 SH   DFND   1,420,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 72 225,000 SH Call DFND   225,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 32 100,000 SH   DFND   100,000 0 0
TAPESTRY INC COM 876030107 86,807 1,650,000 SH   DFND   1,650,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 26,192 139,936 SH   DFND   139,936 0 0
TEREX CORP NEW COM 880779103 7,482 200,000 SH Call DFND   200,000 0 0
TEXTRON INC COM 883203101 8,256 140,000 SH Put DFND   140,000 0 0
TEXTRON INC COM 883203101 23,533 399,071 SH   DFND   399,071 0 0
THE TRADE DESK INC COM CL A 88339J105 9,924 200,000 SH   DFND   200,000 0 0
THOR INDS INC COM 885160101 71,981 625,000 SH   DFND   625,000 0 0
THOR INDS INC COM 885160101 57,585 500,000 SH Call DFND   500,000 0 0
TIMKEN CO COM 887389104 20,520 450,000 SH Call DFND   450,000 0 0
TJX COS INC NEW COM 872540109 32,624 400,000 SH Put DFND   400,000 0 0
TRONOX LTD SHS CL A Q9235V101 1,459 79,100 SH   DFND   79,100 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 3,669 100,000 SH   DFND   100,000 0 0
ULTA BEAUTY INC COM 90384S303 24,002 117,500 SH   DFND   117,500 0 0
ULTA BEAUTY INC COM 90384S303 69,656 341,000 SH Call DFND   341,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 26,165 250,000 SH Call DFND   250,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 48,667 465,000 SH   DFND   465,000 0 0
UNITED RENTALS INC COM 911363109 23,506 136,084 SH   DFND   136,084 0 0
UNITED RENTALS INC COM 911363109 25,910 150,000 SH Put DFND   150,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 12,582 100,000 SH Put DFND   100,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 41,261 327,940 SH   DFND   327,940 0 0
URBAN OUTFITTERS INC COM 917047102 15,481 418,870 SH   DFND   418,870 0 0
US FOODS HLDG CORP COM 912008109 61,444 1,875,000 SH   DFND   1,875,000 0 0
USA TRUCK INC COM 902925106 9,791 384,125 SH   DFND   384,125 0 0
V F CORP COM 918204108 44,472 600,000 SH Call DFND   600,000 0 0
VAIL RESORTS INC COM 91879Q109 22,170 100,000 SH Put DFND   100,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 7,161 300,000 SH Call DFND   300,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 11,935 500,000 SH Put DFND   500,000 0 0
VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 11,792 494,012 SH   DFND   494,012 0 0
VENATOR MATLS PLC SHS G9329Z100 10,040 555,000 SH   DFND   555,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 11,052 665,000 SH   DFND   665,000 0 0
VISA INC COM CL A 92826C839 176,440 1,475,000 SH   DFND   1,475,000 0 0
VISA INC COM CL A 92826C839 59,810 500,000 SH Put DFND   500,000 0 0
VOLKSWAGON COM 005497168 11,869 59,679 SH   DFND   59,679 0 0
WABASH NATL CORP COM 929566107 6,359 305,564 SH   DFND   305,564 0 0
WABCO HLDGS INC COM 92927K102 6,726 50,244 SH   DFND   50,244 0 0
WASTE CONNECTIONS INC COM 94106B101 58,776 819,287 SH   DFND   819,287 0 0
WASTE CONNECTIONS INC COM 94106B101 7,174 100,000 SH Put DFND   100,000 0 0
WASTE MGMT INC DEL COM 94106L109 12,282 146,000 SH   DFND   146,000 0 0
WESTLAKE CHEM CORP COM 960413102 13,784 124,011 SH   DFND   124,011 0 0
WESTROCK CO COM 96145D105 6,417 100,000 SH   DFND   100,000 0 0
WILLIAMS SONOMA INC COM 969904101 10,552 200,000 SH Call DFND   200,000 0 0
WINNEBAGO INDS INC COM 974637100 9,400 250,000 SH Call DFND   250,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 16,205 450,000 SH   DFND   450,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 60,076 525,000 SH Call DFND   525,000 0 0
WYNN RESORTS LTD COM 983134107 282,658 1,550,000 SH Call DFND   1,550,000 0 0
WYNN RESORTS LTD COM 983134107 117,622 645,000 SH   DFND   645,000 0 0
XYLEM INC COM 98419M100 5,384 70,000 SH Put DFND   70,000 0 0
XYLEM INC COM 98419M100 26,914 349,892 SH   DFND   349,892 0 0
YANDEX N V SHS CLASS A N97284108 19,725 500,000 SH Call DFND   500,000 0 0
YANDEX N V SHS CLASS A N97284108 43,001 1,090,000 SH   DFND   1,090,000 0 0
YUM BRANDS INC COM 988498101 29,796 350,000 SH Put DFND   350,000 0 0