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 | 109,279 | 3,229,287 | SH | | DFND | | 3,229,287 | 0 | 0 |
AIR PRODS & CHEMS INC | COM | 009158106 | 19,202 | 133,300 | SH | | DFND | | 133,300 | 0 | 0 |
ALBEMARLE CORP | COM | 012653101 | 4,795 | 75,000 | SH | | DFND | | 75,000 | 0 | 0 |
ALPHABET INC | CAP STK CL A | 02079K305 | 76,290 | 100,000 | SH | Call | DFND | | 100,000 | 0 | 0 |
ALPHABET INC | CAP STK CL A | 02079K305 | 92,082 | 120,700 | SH | | DFND | | 120,700 | 0 | 0 |
AMERAM | COM | B58C6H1 | 3,818 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 5,835 | 350,000 | SH | | DFND | | 350,000 | 0 | 0 |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 74,796 | 600,000 | SH | | DFND | | 600,000 | 0 | 0 |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 49,864 | 400,000 | SH | Call | DFND | | 400,000 | 0 | 0 |
ARCBEST CORP | COM | 03937C105 | 5,819 | 269,520 | SH | | DFND | | 269,520 | 0 | 0 |
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L104 | 458 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
ARCELORMITTAL | COM | B03XPL1 | 10,498 | 2,321,000 | SH | | DFND | | 2,321,000 | 0 | 0 |
ASCENA RETAIL GROUP INC | COM | 04351G101 | 17,976 | 1,625,276 | SH | | DFND | | 1,625,276 | 0 | 0 |
ASCENA RETAIL GROUP INC | COM | 04351G101 | 8,848 | 800,000 | SH | Call | DFND | | 800,000 | 0 | 0 |
ASSA ABLOY AB | COM | BYPC1T4 | 4,518 | 229,000 | SH | | DFND | | 229,000 | 0 | 0 |
AUTOZONE INC | COM | 053332102 | 29,876 | 37,500 | SH | | DFND | | 37,500 | 0 | 0 |
AXALTA COATING SYS LTD | COM | G0750C108 | 2,748 | 94,100 | SH | | DFND | | 94,100 | 0 | 0 |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 18,075 | 500,000 | SH | | DFND | | 500,000 | 0 | 0 |
BOYD GAMING CORP | COM | 103304101 | 21,693 | 1,050,000 | SH | | DFND | | 1,050,000 | 0 | 0 |
BRUNSWICK CORP | COM | 117043109 | 47,980 | 1,000,000 | SH | | DFND | | 1,000,000 | 0 | 0 |
BUFFALO WILD WINGS INC | COM | 119848109 | 9,628 | 65,000 | SH | | DFND | | 65,000 | 0 | 0 |
BURLINGTON STORES INC | COM | 122017106 | 71,108 | 1,264,373 | SH | | DFND | | 1,264,373 | 0 | 0 |
CABELAS INC | COM | 126804301 | 14,458 | 296,931 | SH | | DFND | | 296,931 | 0 | 0 |
CALLAWAY GOLF CO | COM | 131193104 | 24,168 | 2,650,000 | SH | | DFND | | 2,650,000 | 0 | 0 |
CANADIAN PAC RY LTD | COM | 13645T100 | 9,918 | 74,748 | SH | | DFND | | 74,748 | 0 | 0 |
CANFOR CORP | COM | B18P4F6 | 34,316 | 25,000 | SH | | DFND | | 25,000 | 0 | 0 |
CARMAX INC | COM | 143130102 | 25,550 | 500,000 | SH | Put | DFND | | 500,000 | 0 | 0 |
CARMIKE CINEMAS INC | COM | 143436400 | 2,020 | 67,260 | SH | | DFND | | 67,260 | 0 | 0 |
CBS CORP NEW | CL B | 124857202 | 55,090 | 1,000,000 | SH | Call | DFND | | 1,000,000 | 0 | 0 |
CBS CORP NEW | CL B | 124857202 | 63,354 | 1,150,000 | SH | | DFND | | 1,150,000 | 0 | 0 |
CELADON GROUP INC | COM | 150838100 | 1,205 | 115,000 | SH | | DFND | | 115,000 | 0 | 0 |
CELANESE CORP DEL | COM SER A | 150870103 | 9,825 | 150,000 | SH | | DFND | | 150,000 | 0 | 0 |
CENTURY ALUM CO | COM | 156431108 | 2,468 | 350,000 | SH | | DFND | | 350,000 | 0 | 0 |
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 86,589 | 427,747 | SH | | DFND | | 427,747 | 0 | 0 |
CHEMOURS CO | COM | 163851108 | 3,500 | 500,000 | SH | | DFND | | 500,000 | 0 | 0 |
CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 4,940 | 135,000 | SH | | DFND | | 135,000 | 0 | 0 |
COACH INC | COM | 189754104 | 68,754 | 1,715,000 | SH | | DFND | | 1,715,000 | 0 | 0 |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 83,100 | 550,000 | SH | | DFND | | 550,000 | 0 | 0 |
CONTINENTAL BLDG PRODS INC | COM | 211171103 | 4,801 | 258,662 | SH | | DFND | | 258,662 | 0 | 0 |
COSI INC | COM NEW | 22122P200 | 381 | 448,498 | SH | | DFND | | 448,498 | 0 | 0 |
COSTCO WHSL CORP NEW | COM | 22160K105 | 94,548 | 600,000 | SH | | DFND | | 600,000 | 0 | 0 |
COSTCO WHSL CORP NEW | COM | 22160K105 | 47,274 | 300,000 | SH | Call | DFND | | 300,000 | 0 | 0 |
COVENANT TRANSN GROUP INC | CL A | 22284P105 | 7,227 | 298,744 | SH | | DFND | | 298,744 | 0 | 0 |
CRANE CO | COM | 224399105 | 5,925 | 110,000 | SH | | DFND | | 110,000 | 0 | 0 |
CUMMINS INC | COM | 231021106 | 9,895 | 90,000 | SH | | DFND | | 90,000 | 0 | 0 |
CVS HEALTH CORP | COM | 126650100 | 36,324 | 350,174 | SH | | DFND | | 350,174 | 0 | 0 |
DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 1,658 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
DICKS SPORTING GOODS INC | COM | 253393102 | 17,134 | 366,500 | SH | | DFND | | 366,500 | 0 | 0 |
DISNEY WALT CO | COM DISNEY | 254687106 | 104,276 | 1,050,000 | SH | Put | DFND | | 1,050,000 | 0 | 0 |
DOLLAR TREE INC | COM | 256746108 | 79,179 | 960,211 | SH | | DFND | | 960,211 | 0 | 0 |
DOMTAR CORP | COM NEW | 257559203 | 3,129 | 77,267 | SH | | DFND | | 77,267 | 0 | 0 |
EAGLE MATERIALS INC | COM | 26969P108 | 28,539 | 407,067 | SH | | DFND | | 407,067 | 0 | 0 |
EATON CORP PLC | SHS | G29183103 | 34,095 | 545,000 | SH | | DFND | | 545,000 | 0 | 0 |
ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 8,148 | 300,000 | SH | | DFND | | 300,000 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 33,055 | 500,000 | SH | Call | DFND | | 500,000 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 100,818 | 1,525,000 | SH | | DFND | | 1,525,000 | 0 | 0 |
EMERSON ELEC CO | COM | 291011104 | 11,692 | 215,000 | SH | | DFND | | 215,000 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 91,280 | 800,000 | SH | | DFND | | 800,000 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 114,100 | 1,000,000 | SH | Call | DFND | | 1,000,000 | 0 | 0 |
FERRO CORP | COM | 315405100 | 15,790 | 1,330,266 | SH | | DFND | | 1,330,266 | 0 | 0 |
FOSSIL GROUP INC | COM | 34988V106 | 13,326 | 300,000 | SH | Put | DFND | | 300,000 | 0 | 0 |
G-III APPAREL GROUP LTD | COM | 36237H101 | 3,972 | 81,245 | SH | | DFND | | 81,245 | 0 | 0 |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 12,832 | 415,000 | SH | | DFND | | 415,000 | 0 | 0 |
GENERAL DYNAMICS CORP | COM | 369550108 | 36,809 | 280,196 | SH | | DFND | | 280,196 | 0 | 0 |
GEVO INC | COM NEW | 374396208 | 41 | 150,000 | SH | Call | DFND | | 150,000 | 0 | 0 |
GRACE W R & CO DEL NEW | COM | 38388F108 | 3,587 | 50,394 | SH | | DFND | | 50,394 | 0 | 0 |
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 2,249 | 175,000 | SH | | DFND | | 175,000 | 0 | 0 |
GRAY TELEVISION INC | COM | 389375106 | 7,067 | 603,008 | SH | | DFND | | 603,008 | 0 | 0 |
GREEN PLAINS INC | COM | 393222104 | 765 | 47,925 | SH | | DFND | | 47,925 | 0 | 0 |
HANESBRANDS INC | COM | 410345102 | 97,940 | 3,455,884 | SH | | DFND | | 3,455,884 | 0 | 0 |
HARRIS CORP DEL | COM | 413875105 | 7,397 | 95,000 | SH | | DFND | | 95,000 | 0 | 0 |
HD SUPPLY HLDGS INC | COM | 40416M105 | 7,441 | 225,000 | SH | | DFND | | 225,000 | 0 | 0 |
HOME DEPOT INC | COM | 437076102 | 76,722 | 575,000 | SH | | DFND | | 575,000 | 0 | 0 |
HOME DEPOT INC | COM | 437076102 | 53,372 | 400,000 | SH | Call | DFND | | 400,000 | 0 | 0 |
HONEYWELL INTL INC | COM | 438516106 | 49,412 | 440,979 | SH | | DFND | | 440,979 | 0 | 0 |
HUB GROUP INC | CL A | 443320106 | 6,119 | 150,000 | SH | | DFND | | 150,000 | 0 | 0 |
HUNT J B TRANS SVCS INC | COM | 445658107 | 39,364 | 467,285 | SH | | DFND | | 467,285 | 0 | 0 |
HUNTSMAN CORP | COM | 447011107 | 3,192 | 240,000 | SH | | DFND | | 240,000 | 0 | 0 |
INGERSOLL-RAND PLC | SHS | G47791101 | 38,727 | 624,533 | SH | | DFND | | 624,533 | 0 | 0 |
INNOPHOS HOLDINGS INC | COM | 45774N108 | 4,286 | 138,670 | SH | | DFND | | 138,670 | 0 | 0 |
INTERFACE INC | COM | 458665304 | 1,700 | 91,689 | SH | | DFND | | 91,689 | 0 | 0 |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 442,520 | 4,000,000 | SH | Put | DFND | | 4,000,000 | 0 | 0 |
INTERFOR CORP | COM | BMJ71W4 | 1,660 | 150,000 | SH | | DFND | | 150,000 | 0 | 0 |
JARDEN CORP | COM | 471109108 | 56,550 | 959,285 | SH | | DFND | | 959,285 | 0 | 0 |
JASON INDS INC | COM | 471172106 | 3,500 | 999,900 | SH | | DFND | | 999,900 | 0 | 0 |
JASON INDS INC | COM | 471172106 | 5,860 | 1,674,201 | SH | Call | DFND | | 1,674,201 | 0 | 0 |
KATE SPADE & CO | COM | 485865109 | 12,760 | 500,000 | SH | Call | DFND | | 500,000 | 0 | 0 |
KATE SPADE & CO | COM | 485865109 | 72,789 | 2,852,240 | SH | | DFND | | 2,852,240 | 0 | 0 |
KENNAMETAL INC | COM | 489170100 | 450 | 20,000 | SH | | DFND | | 20,000 | 0 | 0 |
LANXESS AG | COM | B05M8B7 | 4,806 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
L BRANDS INC | COM | 501797104 | 30,734 | 350,000 | SH | Put | DFND | | 350,000 | 0 | 0 |
LEAR CORP | COM NEW | 521865204 | 11,951 | 107,500 | SH | | DFND | | 107,500 | 0 | 0 |
LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 21,476 | 850,530 | SH | | DFND | | 850,530 | 0 | 0 |
LINDE AG | COM | 5740817 | 4,444 | 30,500 | SH | | DFND | | 30,500 | 0 | 0 |
LOUISIANA PAC CORP | COM | 546347105 | 4,280 | 250,000 | SH | | DFND | | 250,000 | 0 | 0 |
LOWES COS INC | COM | 548661107 | 93,930 | 1,240,000 | SH | | DFND | | 1,240,000 | 0 | 0 |
LOWES COS INC | COM | 548661107 | 75,750 | 1,000,000 | SH | Call | DFND | | 1,000,000 | 0 | 0 |
LULULEMON ATHLETICA INC | COM | 550021109 | 27,084 | 400,000 | SH | Put | DFND | | 400,000 | 0 | 0 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 8,130 | 95,000 | SH | | DFND | | 95,000 | 0 | 0 |
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 14,850 | 220,200 | SH | | DFND | | 220,200 | 0 | 0 |
MALIBU BOATS INC | COM CL A | 56117J100 | 5,084 | 310,000 | SH | | DFND | | 310,000 | 0 | 0 |
MARINEMAX INC | COM | 567908108 | 11,198 | 575,163 | SH | | DFND | | 575,163 | 0 | 0 |
MARTEN TRANS LTD | COM | 573075108 | 3,375 | 180,300 | SH | | DFND | | 180,300 | 0 | 0 |
MATTRESS FIRM HLDG CORP | COM | 57722W106 | 12,717 | 300,000 | SH | Call | DFND | | 300,000 | 0 | 0 |
MCDONALDS CORP | COM | 580135101 | 31,420 | 250,000 | SH | | DFND | | 250,000 | 0 | 0 |
MERCER INTL INC | COM | 588056101 | 3,043 | 322,012 | SH | | DFND | | 322,012 | 0 | 0 |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 15,008 | 700,000 | SH | | DFND | | 700,000 | 0 | 0 |
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 40,726 | 715,000 | SH | | DFND | | 715,000 | 0 | 0 |
MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 9,882 | 265,000 | SH | | DFND | | 265,000 | 0 | 0 |
MOHAWK INDS INC | COM | 608190104 | 13,363 | 70,000 | SH | | DFND | | 70,000 | 0 | 0 |
MOLSON COORS BREWING CO | CL B | 60871R209 | 108,556 | 1,128,676 | SH | | DFND | | 1,128,676 | 0 | 0 |
MSC INDL DIRECT INC | CL A | 553530106 | 10,386 | 136,100 | SH | | DFND | | 136,100 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 20,446 | 200,000 | SH | Put | DFND | | 200,000 | 0 | 0 |
NEWELL RUBBERMAID INC | COM | 651229106 | 54,355 | 1,227,261 | SH | | DFND | | 1,227,261 | 0 | 0 |
NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 28,219 | 637,419 | SH | | DFND | | 637,419 | 0 | 0 |
NIKE INC | CL B | 654106103 | 92,205 | 1,500,000 | SH | Call | DFND | | 1,500,000 | 0 | 0 |
NIKE INC | CL B | 654106103 | 90,782 | 1,476,855 | SH | | DFND | | 1,476,855 | 0 | 0 |
NORDSTROM INC | COM | 655664100 | 45,768 | 800,000 | SH | Put | DFND | | 800,000 | 0 | 0 |
NORFOLK SOUTHERN CORP | COM | 655844108 | 18,743 | 225,136 | SH | | DFND | | 225,136 | 0 | 0 |
NORTHROP GRUMMAN CORP | COM | 666807102 | 10,390 | 52,500 | SH | | DFND | | 52,500 | 0 | 0 |
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 56,501 | 206,466 | SH | | DFND | | 206,466 | 0 | 0 |
OLIN CORP | COM PAR $1 | 680665205 | 7,209 | 415,000 | SH | | DFND | | 415,000 | 0 | 0 |
OPGEN INC | COM | 68373L109 | 169 | 120,000 | SH | Call | DFND | | 120,000 | 0 | 0 |
ORBITAL ATK INC | COM | 68557N103 | 14,328 | 164,800 | SH | | DFND | | 164,800 | 0 | 0 |
ORION ENGINEERED CARBONS S A | COM | L72967109 | 10,041 | 711,137 | SH | | DFND | | 711,137 | 0 | 0 |
PARKER HANNIFIN CORP | COM | 701094104 | 32,846 | 295,700 | SH | | DFND | | 295,700 | 0 | 0 |
PENN NATL GAMING INC | COM | 707569109 | 23,366 | 1,400,000 | SH | | DFND | | 1,400,000 | 0 | 0 |
PENNEY J C INC | COM | 708160106 | 11,060 | 1,000,000 | SH | Put | DFND | | 1,000,000 | 0 | 0 |
PLANET FITNESS INC | CL A | 72703H101 | 3,654 | 225,000 | SH | | DFND | | 225,000 | 0 | 0 |
POLARIS INDS INC | COM | 731068102 | 18,945 | 192,377 | SH | | DFND | | 192,377 | 0 | 0 |
PPG INDS INC | COM | 693506107 | 16,856 | 151,190 | SH | | DFND | | 151,190 | 0 | 0 |
PROSHARES TR II | VIX STRMFUT ETF | 74347W361 | 6,424 | 550,000 | SH | | DFND | | 550,000 | 0 | 0 |
PVH CORP | COM | 693656100 | 64,389 | 650,000 | SH | Call | DFND | | 650,000 | 0 | 0 |
PVH CORP | COM | 693656100 | 96,584 | 975,000 | SH | | DFND | | 975,000 | 0 | 0 |
QUEST RESOURCE HLDG CORP | COM | 74836W104 | 63 | 150,000 | SH | Call | DFND | | 150,000 | 0 | 0 |
QUEST RESOURCE HLDG CORP | COM | 74836W104 | 25 | 58,837 | SH | | DFND | | 58,837 | 0 | 0 |
QUINPARIO ACQUISITION CORP 2 | COM | 74874U101 | 1,942 | 198,600 | SH | Call | DFND | | 198,600 | 0 | 0 |
QUINPARIO ACQUISITION CORP 2 | UNIT 01/01/2023 | 74874U200 | 387 | 39,000 | SH | | DFND | | 39,000 | 0 | 0 |
RAYONIER INC | COM | 754907103 | 2,468 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 16,118 | 250,000 | SH | | DFND | | 250,000 | 0 | 0 |
REXNORD CORP NEW | COM | 76169B102 | 3,741 | 185,000 | SH | | DFND | | 185,000 | 0 | 0 |
ROADRUNNER TRNSN SVCS HLDG I | COM | 76973Q105 | 2,533 | 203,300 | SH | | DFND | | 203,300 | 0 | 0 |
RUSH ENTERPRISES INC | CL A | 781846209 | 998 | 54,734 | SH | | DFND | | 54,734 | 0 | 0 |
RYDER SYS INC | COM | 783549108 | 42,554 | 656,900 | SH | | DFND | | 656,900 | 0 | 0 |
SAIA INC | COM | 78709Y105 | 9,947 | 353,367 | SH | | DFND | | 353,367 | 0 | 0 |
SCHNITZER STL INDS | CL A | 806882106 | 8,305 | 450,395 | SH | | DFND | | 450,395 | 0 | 0 |
SCOTTS MIRACLE GRO CO | CL A | 810186106 | 7,406 | 101,775 | SH | | DFND | | 101,775 | 0 | 0 |
SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 12,179 | 185,945 | SH | | DFND | | 185,945 | 0 | 0 |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 316,400 | 4,000,000 | SH | Put | DFND | | 4,000,000 | 0 | 0 |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 53,060 | 1,000,000 | SH | Put | DFND | | 1,000,000 | 0 | 0 |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 111,627 | 900,000 | SH | Call | DFND | | 900,000 | 0 | 0 |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 115,902 | 934,469 | SH | | DFND | | 934,469 | 0 | 0 |
SOUTHWEST AIRLS CO | COM | 844741108 | 3,136 | 70,000 | SH | | DFND | | 70,000 | 0 | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 51,380 | 250,000 | SH | Put | DFND | | 250,000 | 0 | 0 |
SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 138,540 | 3,000,000 | SH | Put | DFND | | 3,000,000 | 0 | 0 |
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 1,951 | 17,851 | SH | | DFND | | 17,851 | 0 | 0 |
STANLEY BLACK & DECKER INC | COM | 854502101 | 23,672 | 225,000 | SH | | DFND | | 225,000 | 0 | 0 |
STEEL DYNAMICS INC | COM | 858119100 | 18,862 | 837,950 | SH | | DFND | | 837,950 | 0 | 0 |
SUMMIT MATLS INC | CL A | 86614U100 | 7,908 | 406,571 | SH | | DFND | | 406,571 | 0 | 0 |
SWIFT TRANSN CO | CL A | 87074U101 | 17,650 | 947,406 | SH | | DFND | | 947,406 | 0 | 0 |
SYNGENTA AG | SPONSORED ADR | 87160A100 | 8,553 | 103,278 | SH | | DFND | | 103,278 | 0 | 0 |
TAILORED BRANDS INC | COM | 87403A107 | 6,624 | 370,028 | SH | | DFND | | 370,028 | 0 | 0 |
TEMPUR SEALY INTL INC | COM | 88023U101 | 32,976 | 542,457 | SH | | DFND | | 542,457 | 0 | 0 |
TEREX CORP NEW | COM | 880779103 | 2,275 | 91,450 | SH | | DFND | | 91,450 | 0 | 0 |
TEXTRON INC | COM | 883203101 | 5,834 | 160,000 | SH | | DFND | | 160,000 | 0 | 0 |
TIME WARNER INC | COM NEW | 887317303 | 72,550 | 1,000,000 | SH | Call | DFND | | 1,000,000 | 0 | 0 |
TRINSEO S A | SHS | L9340P101 | 17,485 | 475,000 | SH | | DFND | | 475,000 | 0 | 0 |
TUPPERWARE BRANDS CORP | COM | 899896104 | 11,299 | 194,881 | SH | | DFND | | 194,881 | 0 | 0 |
U S G CORP | COM NEW | 903293405 | 6,203 | 250,000 | SH | | DFND | | 250,000 | 0 | 0 |
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 41,832 | 215,920 | SH | | DFND | | 215,920 | 0 | 0 |
UNDER ARMOUR INC | CL A | 904311107 | 21,208 | 250,000 | SH | Put | DFND | | 250,000 | 0 | 0 |
UNION PAC CORP | COM | 907818108 | 13,613 | 171,123 | SH | | DFND | | 171,123 | 0 | 0 |
UNITED NAT FOODS INC | COM | 911163103 | 10,075 | 250,000 | SH | | DFND | | 250,000 | 0 | 0 |
UNITED RENTALS INC | COM | 911363109 | 12,438 | 200,000 | SH | | DFND | | 200,000 | 0 | 0 |
UNITED STATES STL CORP NEW | COM | 912909108 | 3,210 | 200,000 | SH | | DFND | | 200,000 | 0 | 0 |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 27,778 | 277,500 | SH | | DFND | | 277,500 | 0 | 0 |
VULCAN MATLS CO | COM | 929160109 | 19,119 | 181,098 | SH | | DFND | | 181,098 | 0 | 0 |
VULCAN MATLS CO | COM | 929160109 | 31,671 | 300,000 | SH | Put | DFND | | 300,000 | 0 | 0 |
WABCO HLDGS INC | COM | 92927K102 | 13,900 | 130,000 | SH | | DFND | | 130,000 | 0 | 0 |
WAL-MART STORES INC | COM | 931142103 | 51,368 | 750,000 | SH | Call | DFND | | 750,000 | 0 | 0 |
WAL-MART STORES INC | COM | 931142103 | 35,957 | 525,000 | SH | | DFND | | 525,000 | 0 | 0 |
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 33,696 | 400,000 | SH | Call | DFND | | 400,000 | 0 | 0 |
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 25,272 | 300,000 | SH | | DFND | | 300,000 | 0 | 0 |
WERNER ENTERPRISES INC | COM | 950755108 | 8,148 | 300,000 | SH | | DFND | | 300,000 | 0 | 0 |
WEST FRASER TIMBER CO LTD | COM | 2951098 | 1,003 | 25,000 | SH | | DFND | | 25,000 | 0 | 0 |
WESTROCK CO | COM | 96145D105 | 1,952 | 50,000 | SH | | DFND | | 50,000 | 0 | 0 |
WILLIAMS SONOMA INC | COM | 969904101 | 21,896 | 400,000 | SH | Call | DFND | | 400,000 | 0 | 0 |
WL ROSS HLDG CORP | UNIT 06/11/2019 | 92939D203 | 1,055 | 100,600 | SH | | DFND | | 100,600 | 0 | 0 |
WOLVERINE WORLD WIDE INC | COM | 978097103 | 13,036 | 707,701 | SH | | DFND | | 707,701 | 0 | 0 |
XYLEM INC | COM | 98419M100 | 10,225 | 250,000 | SH | | DFND | | 250,000 | 0 | 0 |
YUM BRANDS INC | COM | 988498101 | 27,011 | 330,000 | SH | | DFND | | 330,000 | 0 | 0 |