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 9,836 50,000 SH Call DFND   50,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 106,848 1,400,000 SH   DFND   1,400,000 0 0
ADIENT PLC ORD SHS G0084W101 9,838 200,000 SH Call DFND   200,000 0 0
AGCO CORP COM 001084102 12,144 200,000 SH Call DFND   200,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 83,489 450,000 SH Call DFND   450,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 106,680 575,000 SH   DFND   575,000 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,884 75,000 SH   DFND   75,000 0 0
AMAZON COM INC COM 023135106 178,479 105,000 SH   DFND   105,000 0 0
AMAZON COM INC COM 023135106 127,485 75,000 SH Call DFND   75,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,556 100,000 SH Put DFND   100,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 8,083 519,448 SH   DFND   519,448 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 16,275 700,000 SH   DFND   700,000 0 0
AMETEK INC NEW COM 031100100 19,487 270,049 SH   DFND   270,049 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 40,304 400,000 SH Call DFND   400,000 0 0
APTIV PLC SHS G6095L109 20,479 223,500 SH   DFND   223,500 0 0
ARCELORMITTAL COM 00BYPBS67 1,467 50,000 SH   DFND   50,000 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 26,622 925,000 SH   DFND   925,000 0 0
ASCENA RETAIL GROUP INC COM 04351G101 1,993 500,000 SH Put DFND   500,000 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 5,091 65,120 SH   DFND   65,120 0 0
AT HOME GROUP INC COM 04650Y100 4,701 120,080 SH   DFND   120,080 0 0
AT&T INC COM 00206R102 48,165 1,500,000 SH Call DFND   1,500,000 0 0
AUTODESK INC COM 052769106 78,654 600,000 SH Call DFND   600,000 0 0
AUTODESK INC COM 052769106 75,377 575,000 SH   DFND   575,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 4,410 96,000 SH   DFND   96,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,419 60,000 SH   DFND   60,000 0 0
BLOCK H & R INC COM 093671105 10,251 450,000 SH Call DFND   450,000 0 0
BOEING CO COM 097023105 16,776 50,000 SH Call DFND   50,000 0 0
BOEING CO COM 097023105 33,551 100,000 SH Put DFND   100,000 0 0
BOEING CO COM 097023105 52,362 156,066 SH   DFND   156,066 0 0
BOMBARDIER INC-B COM 002109723 32,897 8,308,461 SH   DFND   8,308,461 0 0
BOMBARDIER INC-B COM 002109723 9,899 2,500,000 SH Put DFND   2,500,000 0 0
BOYD GAMING CORP COM 103304101 52,857 1,525,000 SH   DFND   1,525,000 0 0
BOYD GAMING CORP COM 103304101 20,796 600,000 SH Call DFND   600,000 0 0
BRASKEM S A SP ADR PFD A 105532105 3,744 144,000 SH   DFND   144,000 0 0
BRUNSWICK CORP COM 117043109 19,344 300,000 SH Call DFND   300,000 0 0
BRUNSWICK CORP COM 117043109 4,514 70,000 SH   DFND   70,000 0 0
BUNGE LIMITED COM G16962105 3,346 48,000 SH   DFND   48,000 0 0
BURLINGTON STORES INC COM 122017106 48,298 320,854 SH   DFND   320,854 0 0
CABOT CORP COM 127055101 23,384 378,560 SH   DFND   378,560 0 0
CAESARS ENTMT CORP COM 127686103 21,400 2,000,000 SH Call DFND   2,000,000 0 0
CAESARS ENTMT CORP COM 127686103 88,275 8,250,000 SH   DFND   8,250,000 0 0
CAI INTERNATIONAL INC COM 12477X106 14,447 621,665 SH   DFND   621,665 0 0
CAMPBELL SOUP CO COM 134429109 14,189 350,000 SH Put DFND   350,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 26,229 1,050,000 SH   DFND   1,050,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 11,770 200,000 SH Put DFND   200,000 0 0
CANADIAN PAC RY LTD COM 13645T100 54,906 300,000 SH Call DFND   300,000 0 0
CARMAX INC COM 143130102 72,870 1,000,000 SH Call DFND   1,000,000 0 0
CARMAX INC COM 143130102 69,227 950,000 SH   DFND   950,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 35,819 625,000 SH Put DFND   625,000 0 0
CARTER INC COM 146229109 21,678 200,000 SH Call DFND   200,000 0 0
CARTER INC COM 146229109 15,717 145,000 SH   DFND   145,000 0 0
CATERPILLAR INC DEL COM 149123101 21,243 156,577 SH   DFND   156,577 0 0
CATERPILLAR INC DEL COM 149123101 20,351 150,000 SH Call DFND   150,000 0 0
CATERPILLAR INC DEL COM 149123101 16,280 120,000 SH Put DFND   120,000 0 0
CELANESE CORP DEL COM SER A 150870103 31,010 279,218 SH   DFND   279,218 0 0
CHEMOURS CO COM 163851108 10,646 240,000 SH   DFND   240,000 0 0
CHILDRENS PL INC COM 168905107 16,912 140,000 SH   DFND   140,000 0 0
CHURCHILL DOWNS INC COM 171484108 106,740 360,000 SH   DFND   360,000 0 0
CLOROX CO DEL COM 189054109 30,431 225,000 SH Put DFND   225,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 175,096 800,000 SH Call DFND   800,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 144,454 660,000 SH   DFND   660,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 62,694 300,000 SH Call DFND   300,000 0 0
CSX CORP COM 126408103 63,780 1,000,000 SH Put DFND   1,000,000 0 0
CSX CORP COM 126408103 62,323 977,161 SH   DFND   977,161 0 0
CUMMINS INC COM 231021106 21,280 160,000 SH Call DFND   160,000 0 0
CVS HEALTH CORP COM 126650100 25,740 400,000 SH Call DFND   400,000 0 0
CVS HEALTH CORP COM 126650100 28,958 450,000 SH   DFND   450,000 0 0
DANAHER CORP DEL COM 235851102 31,242 316,600 SH   DFND   316,600 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 26,180 550,000 SH Call DFND   550,000 0 0
DECKERS OUTDOOR CORP COM 243537107 11,289 100,000 SH Put DFND   100,000 0 0
DEERE & CO COM 244199105 27,960 200,000 SH Call DFND   200,000 0 0
DEERE & CO COM 244199105 13,980 100,000 SH Put DFND   100,000 0 0
DEERE & CO COM 244199105 14,543 104,026 SH   DFND   104,026 0 0
DICKS SPORTING GOODS INC COM 253393102 31,725 900,000 SH Call DFND   900,000 0 0
DOLLAR TREE INC COM 256746108 34,000 400,000 SH Call DFND   400,000 0 0
DOLLAR TREE INC COM 256746108 40,375 475,000 SH   DFND   475,000 0 0
DOMTAR CORP COM NEW 257559203 2,368 49,600 SH   DFND   49,600 0 0
DOVER CORP COM 260003108 29,554 403,737 SH   DFND   403,737 0 0
DOVER CORP COM 260003108 7,320 100,000 SH Put DFND   100,000 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 122,000 1,000,000 SH Call DFND   1,000,000 0 0
ELDORADO RESORTS INC COM 28470R102 19,550 500,000 SH Call DFND   500,000 0 0
ELDORADO RESORTS INC COM 28470R102 97,750 2,500,000 SH   DFND   2,500,000 0 0
ELECTRONIC ARTS INC COM 285512109 176,275 1,250,000 SH   DFND   1,250,000 0 0
ELECTRONIC ARTS INC COM 285512109 35,255 250,000 SH Call DFND   250,000 0 0
EMERSON ELEC CO COM 291011104 6,914 100,000 SH Call DFND   100,000 0 0
EMERSON ELEC CO COM 291011104 6,914 100,000 SH Put DFND   100,000 0 0
EMERSON ELEC CO COM 291011104 27,138 392,504 SH   DFND   392,504 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 69,256 1,100,000 SH   DFND   1,100,000 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 15,275 706,851 SH   DFND   706,851 0 0
F M C CORP COM NEW 302491303 10,491 117,600 SH   DFND   117,600 0 0
FACTSET RESH SYS INC COM 303075105 24,763 125,000 SH Call DFND   125,000 0 0
FERRO CORP COM 315405100 32,318 1,550,000 SH   DFND   1,550,000 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 3,778 200,000 SH Put DFND   200,000 0 0
FIVE BELOW INC COM 33829M101 19,542 200,000 SH Put DFND   200,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 21,654 438,953 SH   DFND   438,953 0 0
FLOWSERVE CORP COM 34354P105 5,393 133,500 SH   DFND   133,500 0 0
FOOT LOCKER INC COM 344849104 48,856 927,947 SH   DFND   927,947 0 0
FOOT LOCKER INC COM 344849104 31,590 600,000 SH Call DFND   600,000 0 0
FORTIVE CORP COM 34959J108 13,903 180,295 SH   DFND   180,295 0 0
FORWARD AIR CORP COM 349853101 8,510 144,038 SH   DFND   144,038 0 0
FOSSIL GROUP INC COM 34988V106 5,374 200,000 SH Put DFND   200,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 39,960 900,000 SH   DFND   900,000 0 0
GAP INC DEL COM 364760108 9,717 300,000 SH Put DFND   300,000 0 0
GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 6,688 411,067 SH   DFND   411,067 0 0
GENERAL ELECTRIC CO COM 369604103 13,610 1,000,000 SH Call DFND   1,000,000 0 0
GENERAL MTRS CO COM 37045V100 9,456 240,000 SH   DFND   240,000 0 0
GENUINE PARTS CO COM 372460105 32,127 350,000 SH Call DFND   350,000 0 0
GRAINGER W W INC COM 384802104 15,065 48,850 SH   DFND   48,850 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 12,888 888,200 SH   DFND   888,200 0 0
GRAY TELEVISION INC COM 389375106 13,430 850,000 SH   DFND   850,000 0 0
GREENBRIER COS INC COM 393657101 9,071 171,956 SH   DFND   171,956 0 0
GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 10,221 1,000,000 SH   DFND   1,000,000 0 0
HANESBRANDS INC COM 410345102 17,616 800,000 SH Put DFND   800,000 0 0
HARLEY DAVIDSON INC COM 412822108 12,624 300,000 SH Call DFND   300,000 0 0
HARLEY DAVIDSON INC COM 412822108 6,312 150,000 SH   DFND   150,000 0 0
HARRIS CORP DEL COM 413875105 5,565 38,500 SH   DFND   38,500 0 0
HD SUPPLY HLDGS INC COM 40416M105 2,137 49,834 SH   DFND   49,834 0 0
HILTON GRAND VACATIONS INC COM 43283X105 20,820 600,000 SH   DFND   600,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 17,350 500,000 SH Call DFND   500,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 62,877 794,300 SH   DFND   794,300 0 0
HONEYWELL INTL INC COM 438516106 14,405 100,000 SH Put DFND   100,000 0 0
HONEYWELL INTL INC COM 438516106 49,594 344,284 SH   DFND   344,284 0 0
HOST HOTELS & RESORTS INC COM 44107P104 6,848 325,000 SH   DFND   325,000 0 0
HUB GROUP INC CL A 443320106 45,361 910,864 SH   DFND   910,864 0 0
HUDSON LTD COM CL A G46408103 16,616 950,000 SH   DFND   950,000 0 0
HYATT HOTELS CORP COM CL A 448579102 92,551 1,199,630 SH   DFND   1,199,630 0 0
IAC INTERACTIVECORP COM 44919P508 109,793 720,000 SH   DFND   720,000 0 0
IAC INTERACTIVECORP COM 44919P508 30,498 200,000 SH Call DFND   200,000 0 0
ILG INC COM 44967H101 11,531 349,100 SH   DFND   349,100 0 0
ILLINOIS TOOL WKS INC COM 452308109 13,854 100,000 SH Call DFND   100,000 0 0
INGERSOLL-RAND PLC SHS G47791101 8,973 100,000 SH Call DFND   100,000 0 0
INGERSOLL-RAND PLC SHS G47791101 26,929 300,114 SH   DFND   300,114 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 47,642 2,050,000 SH   DFND   2,050,000 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 23,240 1,000,000 SH Call DFND   1,000,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 60,078 350,000 SH Call DFND   350,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 205,980 1,200,000 SH Put DFND   1,200,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 638,703 3,900,000 SH Put DFND   3,900,000 0 0
ISHARES TR US HOME CONS ETF 464288752 11,445 300,000 SH Call DFND   300,000 0 0
ITT INC COM 45073V108 2,614 50,000 SH Put DFND   50,000 0 0
ITT INC COM 45073V108 29,586 566,032 SH   DFND   566,032 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 10,476 165,000 SH   DFND   165,000 0 0
JASON INDS INC COM 471172106 445 192,000 SH   DFND   192,000 0 0
JASON INDS INC *W EXP 06/30/201 471172114 15 1,498,645 SH   DFND   1,498,645 0 0
July 18 Puts on BBD/B CN PUT 000019790 9,899 2,500,000 SH Put DFND   2,500,000 0 0
KENNAMETAL INC COM 489170100 7,180 200,000 SH Call DFND   200,000 0 0
KIMBERLY CLARK CORP COM 494368103 31,602 300,000 SH Put DFND   300,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 17,195 450,000 SH Call DFND   450,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 81,730 2,138,960 SH   DFND   2,138,960 0 0
KOHLS CORP COM 500255104 23,693 325,000 SH Call DFND   325,000 0 0
L3 TECHNOLOGIES INC COM 502413107 13,462 70,000 SH   DFND   70,000 0 0
LA Z BOY INC COM 505336107 6,120 200,000 SH Put DFND   200,000 0 0
LAS VEGAS SANDS CORP COM 517834107 22,908 300,000 SH Put DFND   300,000 0 0
LEAR CORP COM NEW 521865204 23,592 126,970 SH   DFND   126,970 0 0
LENNAR CORP CL A 526057104 56,438 1,075,000 SH   DFND   1,075,000 0 0
LENNAR CORP CL A 526057104 31,500 600,000 SH Call DFND   600,000 0 0
LOUISIANA PAC CORP COM 546347105 3,920 144,000 SH   DFND   144,000 0 0
LULULEMON ATHLETICA INC COM 550021109 39,328 315,000 SH   DFND   315,000 0 0
LULULEMON ATHLETICA INC COM 550021109 18,728 150,000 SH Call DFND   150,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 10,985 100,000 SH   DFND   100,000 0 0
MACYS INC COM 55616P104 35,559 950,000 SH   DFND   950,000 0 0
MACYS INC COM 55616P104 37,430 1,000,000 SH Call DFND   1,000,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 46,529 150,000 SH Call DFND   150,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 75,997 245,000 SH   DFND   245,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 126,600 1,000,000 SH Call DFND   1,000,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 43,552 344,012 SH   DFND   344,012 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 46,314 410,000 SH   DFND   410,000 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 158,144 1,400,000 SH Call DFND   1,400,000 0 0
MASCO CORP COM 574599106 3,742 100,000 SH Call DFND   100,000 0 0
MASTEC INC COM 576323109 4,143 81,637 SH   DFND   81,637 0 0
MCDONALDS CORP COM 580135101 47,007 300,000 SH   DFND   300,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 56,000 2,000,000 SH Call DFND   2,000,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 33,600 1,200,000 SH   DFND   1,200,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 29,030 1,000,000 SH Call DFND   1,000,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 19,980 300,000 SH Call DFND   300,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 88,911 1,335,000 SH   DFND   1,335,000 0 0
MOSAIC CO NEW COM 61945C103 11,310 403,200 SH   DFND   403,200 0 0
NAVISTAR INTL CORP NEW COM 63934E108 15,931 391,244 SH   DFND   391,244 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,072 100,000 SH Call DFND   100,000 0 0
NAVISTAR INTL CORP NEW COM 63934E108 4,072 100,000 SH Put DFND   100,000 0 0
NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 94 164,759 SH   DFND   164,759 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 28,626 390,000 SH   DFND   390,000 0 0
NIKE INC CL B 654106103 31,872 400,000 SH Call DFND   400,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 18,336 59,591 SH   DFND   59,591 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 22,444 475,000 SH   DFND   475,000 0 0
NUTRIEN LTD COM 67077M108 3,915 72,000 SH   DFND   72,000 0 0
NVENT ELECTRIC PLC SHS G6700G107 7,621 303,615 SH   DFND   303,615 0 0
OCEANEERING INTL INC COM 675232102 2,546 100,000 SH   DFND   100,000 0 0
OLYMPIC STEEL INC COM 68162K106 616 30,205 SH   DFND   30,205 0 0
OMNOVA SOLUTIONS INC COM 682129101 11,960 1,150,000 SH   DFND   1,150,000 0 0
OPGEN INC *W EXP 05/08/202 68373L125 2 3,998 SH   DFND   3,998 0 0
OSHKOSH CORP COM 688239201 4,641 65,995 SH   DFND   65,995 0 0
PACCAR INC COM 693718108 9,294 150,000 SH Call DFND   150,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 20,813 750,000 SH Call DFND   750,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 25,669 925,000 SH   DFND   925,000 0 0
PAYPAL HLDGS INC COM 70450Y103 97,842 1,175,000 SH   DFND   1,175,000 0 0
PENN NATL GAMING INC COM 707569109 33,590 1,000,000 SH Call DFND   1,000,000 0 0
PENNEY J C INC COM 708160106 9,360 4,000,000 SH Call DFND   4,000,000 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 19,084 520,000 SH   DFND   520,000 0 0
PLANET FITNESS INC CL A 72703H101 38,008 865,000 SH   DFND   865,000 0 0
PLATFORM SPECIALTY PRODS COR COM 72766Q105 5,220 450,000 SH   DFND   450,000 0 0
POLARIS INDS INC COM 731068102 24,436 200,000 SH Call DFND   200,000 0 0
POST HLDGS INC COM 737446104 23,225 270,000 SH   DFND   270,000 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347W171 623 20,399 SH   DFND   20,399 0 0
PVH CORP COM 693656100 44,916 300,000 SH Call DFND   300,000 0 0
PVH CORP COM 693656100 131,005 875,000 SH   DFND   875,000 0 0
QUEST RESOURCE HLDG CORP COM NEW 74836W203 14 7,357 SH   DFND   7,357 0 0
RALPH LAUREN CORP CL A 751212101 31,430 250,000 SH   DFND   250,000 0 0
RED ROCK RESORTS INC CL A 75700L108 16,750 500,000 SH   DFND   500,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 12,256 140,000 SH   DFND   140,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 34,673 575,000 SH   DFND   575,000 0 0
RH COM 74967X103 55,880 400,000 SH   DFND   400,000 0 0
RLJ LODGING TR COM 74965L101 43,282 1,962,900 SH   DFND   1,962,900 0 0
ROPER TECHNOLOGIES INC COM 776696106 27,591 100,000 SH   DFND   100,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 90,650 875,000 SH   DFND   875,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 67,340 650,000 SH Call DFND   650,000 0 0
RUSH ENTERPRISES INC CL A 781846209 35,392 815,854 SH   DFND   815,854 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 23,124 278,098 SH   DFND   278,098 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 37,137 1,349,940 SH   DFND   1,349,940 0 0
SCIENTIFIC GAMES CORP COM 80874P109 13,762 280,000 SH   DFND   280,000 0 0
SCIENTIFIC GAMES CORP COM 80874P109 19,660 400,000 SH Call DFND   400,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 2,911 35,000 SH   DFND   35,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 128,825 2,500,000 SH Call DFND   2,500,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 41,224 800,000 SH Put DFND   800,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 93,119 1,300,000 SH Call DFND   1,300,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 64,467 900,000 SH Put DFND   900,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 69,470 1,000,000 SH Put DFND   1,000,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,899 25,000 SH   DFND   25,000 0 0
SHUTTERFLY INC COM 82568P304 31,511 350,000 SH   DFND   350,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 11,150 200,000 SH Put DFND   200,000 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 8,359 260,000 SH   DFND   260,000 0 0
SKECHERS U S A INC CL A 830566105 15,005 500,000 SH Call DFND   500,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 976,608 3,600,000 SH Put DFND   3,600,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 12,918 300,000 SH Put DFND   300,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 53,416 1,100,000 SH Put DFND   1,100,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 18,710 434,516 SH   DFND   434,516 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 8,814 181,500 SH   DFND   181,500 0 0
STITCH FIX INC COM CL A 860897107 6,860 250,000 SH   DFND   250,000 0 0
SYNTHETIC BIOLOGICS INC COM 87164U102 24 100,000 SH   DFND   100,000 0 0
TAILORED BRANDS INC COM 87403A107 15,312 600,000 SH Call DFND   600,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 29,590 250,000 SH Call DFND   250,000 0 0
TAPESTRY INC COM 876030107 21,020 450,000 SH   DFND   450,000 0 0
TARGET CORP COM 87612E106 38,060 500,000 SH Call DFND   500,000 0 0
TECHNIPFMC PLC COM G87110105 4,126 130,000 SH   DFND   130,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 24,945 125,316 SH   DFND   125,316 0 0
TEMPUR SEALY INTL INC COM 88023U101 36,038 750,000 SH Call DFND   750,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 75,679 1,575,000 SH   DFND   1,575,000 0 0
TEXTRON INC COM 883203101 34,022 516,195 SH   DFND   516,195 0 0
TEXTRON INC COM 883203101 15,818 240,000 SH Call DFND   240,000 0 0
TEXTRON INC COM 883203101 6,591 100,000 SH Put DFND   100,000 0 0
TJX COS INC NEW COM 872540109 52,349 550,000 SH   DFND   550,000 0 0
TRONOX LTD SHS CL A Q9235V101 3,444 175,000 SH   DFND   175,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 99,380 2,000,000 SH Call DFND   2,000,000 0 0
ULTA BEAUTY INC COM 90384S303 5,837 25,000 SH   DFND   25,000 0 0
UNDER ARMOUR INC CL A 904311107 11,240 500,000 SH Call DFND   500,000 0 0
UNDER ARMOUR INC CL A 904311107 31,472 1,400,000 SH   DFND   1,400,000 0 0
UNION PAC CORP COM 907818108 35,420 250,000 SH Put DFND   250,000 0 0
UNITED RENTALS INC COM 911363109 22,143 150,000 SH Call DFND   150,000 0 0
UNITED RENTALS INC COM 911363109 5,905 40,000 SH Put DFND   40,000 0 0
UNITED RENTALS INC COM 911363109 5,512 37,336 SH   DFND   37,336 0 0
UNITED TECHNOLOGIES CORP COM 913017109 18,502 147,977 SH   DFND   147,977 0 0
US FOODS HLDG CORP COM 912008109 27,420 725,000 SH   DFND   725,000 0 0
US XPRESS ENTERPRISES INC COM CL A 90338N202 4,879 322,284 SH   DFND   322,284 0 0
USA TRUCK INC COM 902925106 8,709 371,071 SH   DFND   371,071 0 0
VENATOR MATLS PLC SHS G9329Z100 8,717 532,800 SH   DFND   532,800 0 0
VISA INC COM CL A 92826C839 94,702 715,000 SH   DFND   715,000 0 0
VISA INC COM CL A 92826C839 66,225 500,000 SH Call DFND   500,000 0 0
VISTA OUTDOOR INC COM 928377100 3,098 200,000 SH Put DFND   200,000 0 0
WABASH NATL CORP COM 929566107 6,880 368,709 SH   DFND   368,709 0 0
WABCO HLDGS INC COM 92927K102 4,830 41,278 SH   DFND   41,278 0 0
WALMART INC COM 931142103 128,475 1,500,000 SH Call DFND   1,500,000 0 0
WASTE CONNECTIONS INC COM 94106B101 22,584 300,000 SH Put DFND   300,000 0 0
WASTE CONNECTIONS INC COM 94106B101 50,354 668,888 SH   DFND   668,888 0 0
WASTE MGMT INC DEL COM 94106L109 50,378 619,347 SH   DFND   619,347 0 0
WASTE MGMT INC DEL COM 94106L109 12,201 150,000 SH Put DFND   150,000 0 0
WILLIAMS SONOMA INC COM 969904101 15,345 250,000 SH Put DFND   250,000 0 0
WINNEBAGO INDS INC COM 974637100 14,210 350,000 SH Call DFND   350,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 101,948 1,400,000 SH Call DFND   1,400,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 38,959 535,000 SH   DFND   535,000 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 22,135 500,000 SH Call DFND   500,000 0 0
XPO LOGISTICS INC COM 983793100 25,045 250,000 SH Call DFND   250,000 0 0
XPO LOGISTICS INC COM 983793100 4,501 44,928 SH   DFND   44,928 0 0
XYLEM INC COM 98419M100 14,213 210,937 SH   DFND   210,937 0 0
XYLEM INC COM 98419M100 6,738 100,000 SH Put DFND   100,000 0 0
YANDEX N V SHS CLASS A N97284108 38,593 1,075,000 SH   DFND   1,075,000 0 0