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 |
ABERCROMBIE & FITCH CO | CL A | 002896207 | 8,015 | 450,000 | SH | Call | DFND | | 450,000 | 0 | 0 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 118,890 | 3,000,000 | SH | Call | DFND | | 3,000,000 | 0 | 0 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 69,353 | 1,750,000 | SH | Put | DFND | | 1,750,000 | 0 | 0 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 123,914 | 3,126,780 | SH | | DFND | | 3,126,780 | 0 | 0 |
ADIDAS AG | COM | 4031976 | 71,258 | 500,000 | SH | | DFND | | 500,000 | 0 | 0 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 58,683 | 363,067 | SH | | DFND | | 363,067 | 0 | 0 |
AIR PRODS & CHEMS INC | COM | 009158106 | 13,210 | 93,000 | SH | | DFND | | 93,000 | 0 | 0 |
ALBEMARLE CORP | COM | 012653101 | 5,155 | 65,000 | SH | | DFND | | 65,000 | 0 | 0 |
ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 15,275 | 220,000 | SH | | DFND | | 220,000 | 0 | 0 |
AMAZON COM INC | COM | 023135106 | 500,934 | 700,000 | SH | Call | DFND | | 700,000 | 0 | 0 |
AMAZON COM INC | COM | 023135106 | 429,372 | 600,000 | SH | Put | DFND | | 600,000 | 0 | 0 |
AMAZON COM INC | COM | 023135106 | 116,089 | 162,221 | SH | | DFND | | 162,221 | 0 | 0 |
ANDERSONS INC | COM | 034164103 | 1,777 | 50,000 | SH | | DFND | | 50,000 | 0 | 0 |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 23,385 | 177,591 | SH | | DFND | | 177,591 | 0 | 0 |
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L104 | 810 | 173,800 | SH | | DFND | | 173,800 | 0 | 0 |
ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L104 | 4,660 | 1,000,000 | SH | Call | DFND | | 1,000,000 | 0 | 0 |
AUTOZONE INC | COM | 053332102 | 39,692 | 50,000 | SH | Put | DFND | | 50,000 | 0 | 0 |
AUTOZONE INC | COM | 053332102 | 41,233 | 51,941 | SH | | DFND | | 51,941 | 0 | 0 |
AXIALL CORP | COM | 05463D100 | 1,957 | 60,000 | SH | | DFND | | 60,000 | 0 | 0 |
BAYER AG-REG | COM | 5069211 | 3,994 | 40,000 | SH | | DFND | | 40,000 | 0 | 0 |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 14,375 | 370,000 | SH | | DFND | | 370,000 | 0 | 0 |
BEST BUY INC | COM | 086516101 | 9,180 | 300,000 | SH | Put | DFND | | 300,000 | 0 | 0 |
BLOOMIN BRANDS INC | COM | 094235108 | 2,234 | 125,000 | SH | | DFND | | 125,000 | 0 | 0 |
BOYD GAMING CORP | COM | 103304101 | 18,768 | 1,020,000 | SH | | DFND | | 1,020,000 | 0 | 0 |
BRINKER INTL INC | COM | 109641100 | 1,138 | 25,000 | SH | | DFND | | 25,000 | 0 | 0 |
BRINKER INTL INC | COM | 109641100 | 6,830 | 150,000 | SH | Call | DFND | | 150,000 | 0 | 0 |
BRUNSWICK CORP | COM | 117043109 | 49,852 | 1,100,000 | SH | | DFND | | 1,100,000 | 0 | 0 |
BURLINGTON STORES INC | COM | 122017106 | 50,033 | 750,000 | SH | Put | DFND | | 750,000 | 0 | 0 |
BURLINGTON STORES INC | COM | 122017106 | 30,031 | 450,179 | SH | | DFND | | 450,179 | 0 | 0 |
CABELAS INC | COM | 126804301 | 19,870 | 396,931 | SH | | DFND | | 396,931 | 0 | 0 |
CALLAWAY GOLF CO | COM | 131193104 | 27,057 | 2,650,000 | SH | | DFND | | 2,650,000 | 0 | 0 |
CARMAX INC | COM | 143130102 | 27,604 | 563,000 | SH | | DFND | | 563,000 | 0 | 0 |
CARMAX INC | COM | 143130102 | 24,515 | 500,000 | SH | Call | DFND | | 500,000 | 0 | 0 |
CARTER INC | COM | 146229109 | 116 | 1,090 | SH | | DFND | | 1,090 | 0 | 0 |
CELANESE CORP DEL | COM SER A | 150870103 | 5,727 | 87,500 | SH | | DFND | | 87,500 | 0 | 0 |
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 102,902 | 450,060 | SH | | DFND | | 450,060 | 0 | 0 |
CHEMOURS CO | COM | 163851108 | 824 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
CHEMTURA CORP | COM NEW | 163893209 | 5,276 | 200,000 | SH | | DFND | | 200,000 | 0 | 0 |
CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 3,463 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
CLIFFS NAT RES INC | COM | 18683K101 | 3,119 | 550,000 | SH | | DFND | | 550,000 | 0 | 0 |
COACH INC | COM | 189754104 | 87,031 | 2,136,254 | SH | | DFND | | 2,136,254 | 0 | 0 |
COCA COLA EUROPEAN PARTNERS | SHS | G25839104 | 39,634 | 1,110,516 | SH | | DFND | | 1,110,516 | 0 | 0 |
COMCAST CORP NEW | CL A | 20030N101 | 13,038 | 200,000 | SH | | DFND | | 200,000 | 0 | 0 |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 98,413 | 595,000 | SH | | DFND | | 595,000 | 0 | 0 |
COSI INC | COM NEW | 22122P200 | 224 | 448,498 | SH | | DFND | | 448,498 | 0 | 0 |
COSTCO WHSL CORP NEW | COM | 22160K105 | 24,160 | 153,846 | SH | | DFND | | 153,846 | 0 | 0 |
COVENANT TRANSN GROUP INC | CL A | 22284P105 | 10,372 | 573,987 | SH | | DFND | | 573,987 | 0 | 0 |
COVESTRO AG | COM | BYTBWY9 | 4,166 | 94,000 | SH | | DFND | | 94,000 | 0 | 0 |
CROCS INC | COM | 227046109 | 10,900 | 966,287 | SH | | DFND | | 966,287 | 0 | 0 |
CSX CORP | COM | 126408103 | 23,162 | 888,117 | SH | | DFND | | 888,117 | 0 | 0 |
CUMMINS INC | COM | 231021106 | 7,309 | 65,000 | SH | | DFND | | 65,000 | 0 | 0 |
DANA HLDG CORP | COM | 235825205 | 2,112 | 200,000 | SH | | DFND | | 200,000 | 0 | 0 |
DANAHER CORP DEL | COM | 235851102 | 18,685 | 185,000 | SH | | DFND | | 185,000 | 0 | 0 |
DECKERS OUTDOOR CORP | COM | 243537107 | 11,504 | 200,000 | SH | Put | DFND | | 200,000 | 0 | 0 |
DICKS SPORTING GOODS INC | COM | 253393102 | 59,275 | 1,315,473 | SH | | DFND | | 1,315,473 | 0 | 0 |
DISNEY WALT CO | COM DISNEY | 254687106 | 19,564 | 200,000 | SH | Put | DFND | | 200,000 | 0 | 0 |
DOLLAR TREE INC | COM | 256746108 | 77,715 | 824,651 | SH | | DFND | | 824,651 | 0 | 0 |
DOVER CORP | COM | 260003108 | 23,533 | 339,486 | SH | | DFND | | 339,486 | 0 | 0 |
DOVER CORP | COM | 260003108 | 10,398 | 150,000 | SH | Put | DFND | | 150,000 | 0 | 0 |
EAGLE MATERIALS INC | COM | 26969P108 | 4,963 | 64,324 | SH | | DFND | | 64,324 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 121,216 | 1,600,000 | SH | Put | DFND | | 1,600,000 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 100,382 | 1,325,000 | SH | | DFND | | 1,325,000 | 0 | 0 |
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 5,233 | 350,000 | SH | | DFND | | 350,000 | 0 | 0 |
F M C CORP | COM NEW | 302491303 | 3,010 | 65,000 | SH | | DFND | | 65,000 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 137,136 | 1,200,000 | SH | Put | DFND | | 1,200,000 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 102,852 | 900,000 | SH | | DFND | | 900,000 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 57,140 | 500,000 | SH | Call | DFND | | 500,000 | 0 | 0 |
FASTENAL CO | COM | 311900104 | 4,439 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
FERRO CORP | COM | 315405100 | 9,765 | 729,797 | SH | | DFND | | 729,797 | 0 | 0 |
FIBRIA CELULOSE S A | SP ADR REP COM | 31573A109 | 1,866 | 276,000 | SH | | DFND | | 276,000 | 0 | 0 |
FOOT LOCKER INC | COM | 344849104 | 37,031 | 675,000 | SH | | DFND | | 675,000 | 0 | 0 |
FOSSIL GROUP INC | COM | 34988V106 | 11,412 | 400,000 | SH | Call | DFND | | 400,000 | 0 | 0 |
FOSSIL GROUP INC | COM | 34988V106 | 2,853 | 100,000 | SH | Put | DFND | | 100,000 | 0 | 0 |
GAMING & LEISURE PPTYS INC | COM | 36467J108 | 15,516 | 450,000 | SH | | DFND | | 450,000 | 0 | 0 |
GENERAL DYNAMICS CORP | COM | 369550108 | 20,913 | 150,196 | SH | | DFND | | 150,196 | 0 | 0 |
GENERAL ELECTRIC CO | COM | 369604103 | 15,754 | 500,450 | SH | | DFND | | 500,450 | 0 | 0 |
GENESEE & WYO INC | CL A | 371559105 | 7,923 | 134,408 | SH | | DFND | | 134,408 | 0 | 0 |
GEVO INC | COM NEW | 374396208 | 89 | 150,000 | SH | Call | DFND | | 150,000 | 0 | 0 |
GRACE W R & CO DEL NEW | COM | 38388F108 | 1,859 | 25,394 | SH | | DFND | | 25,394 | 0 | 0 |
GRAY TELEVISION INC | COM | 389375106 | 6,543 | 603,008 | SH | | DFND | | 603,008 | 0 | 0 |
GREEN PLAINS INC | COM | 393222104 | 2,121 | 107,565 | SH | | DFND | | 107,565 | 0 | 0 |
HANESBRANDS INC | COM | 410345102 | 100,040 | 3,980,884 | SH | | DFND | | 3,980,884 | 0 | 0 |
HERSHEY CO | COM | 427866108 | 5,958 | 52,500 | SH | Put | DFND | | 52,500 | 0 | 0 |
HOME DEPOT INC | COM | 437076102 | 38,307 | 300,000 | SH | Put | DFND | | 300,000 | 0 | 0 |
HONEYWELL INTL INC | COM | 438516106 | 37,222 | 320,000 | SH | | DFND | | 320,000 | 0 | 0 |
HUNTSMAN CORP | COM | 447011107 | 4,708 | 350,000 | SH | | DFND | | 350,000 | 0 | 0 |
ILLINOIS TOOL WKS INC | COM | 452308109 | 13,541 | 130,000 | SH | | DFND | | 130,000 | 0 | 0 |
INGERSOLL-RAND PLC | SHS | G47791101 | 27,958 | 439,033 | SH | | DFND | | 439,033 | 0 | 0 |
INNOPHOS HOLDINGS INC | COM | 45774N108 | 678 | 16,070 | SH | | DFND | | 16,070 | 0 | 0 |
INTERFACE INC | COM | 458665304 | 788 | 51,689 | SH | | DFND | | 51,689 | 0 | 0 |
INTERPUBLIC GROUP COS INC | COM | 460690100 | 18,480 | 800,000 | SH | | DFND | | 800,000 | 0 | 0 |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 287,450 | 2,500,000 | SH | Put | DFND | | 2,500,000 | 0 | 0 |
ISHARES TR | TRANS AVG ETF | 464287192 | 26,828 | 200,000 | SH | Put | DFND | | 200,000 | 0 | 0 |
ISLE OF CAPRI CASINOS INC | COM | 464592104 | 5,548 | 302,825 | SH | | DFND | | 302,825 | 0 | 0 |
JASON INDS INC | COM | 471172106 | 6,044 | 1,674,201 | SH | Call | DFND | | 1,674,201 | 0 | 0 |
JASON INDS INC | COM | 471172106 | 3,610 | 999,900 | SH | | DFND | | 999,900 | 0 | 0 |
JOHNSON CTLS INC | COM | 478366107 | 21,687 | 490,000 | SH | | DFND | | 490,000 | 0 | 0 |
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 36,036 | 400,000 | SH | Put | DFND | | 400,000 | 0 | 0 |
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 29,715 | 329,838 | SH | | DFND | | 329,838 | 0 | 0 |
KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 1,952 | 150,000 | SH | | DFND | | 150,000 | 0 | 0 |
KATE SPADE & CO | COM | 485865109 | 61,670 | 2,992,240 | SH | | DFND | | 2,992,240 | 0 | 0 |
KNIGHT TRANSN INC | COM | 499064103 | 5,316 | 200,000 | SH | | DFND | | 200,000 | 0 | 0 |
KRATON PERFORMANCE POLYMERS | COM | 50077C106 | 6,145 | 220,000 | SH | | DFND | | 220,000 | 0 | 0 |
L-3 COMMUNICATIONS HLDGS INC | COM | 502424104 | 16,136 | 110,000 | SH | | DFND | | 110,000 | 0 | 0 |
LANXESS AG | COM | B05M8B7 | 1,743 | 40,000 | SH | | DFND | | 40,000 | 0 | 0 |
LEAR CORP | COM NEW | 521865204 | 17,616 | 173,118 | SH | | DFND | | 173,118 | 0 | 0 |
LIBERTY INTERACTIVE CORP | QVC GP COM SER A | 53071M104 | 62,338 | 2,457,138 | SH | | DFND | | 2,457,138 | 0 | 0 |
LINDE AG | COM | 5740817 | 2,851 | 20,500 | SH | | DFND | | 20,500 | 0 | 0 |
LOCKHEED MARTIN CORP | COM | 539830109 | 21,094 | 85,000 | SH | | DFND | | 85,000 | 0 | 0 |
LOWES COS INC | COM | 548661107 | 39,585 | 500,000 | SH | Put | DFND | | 500,000 | 0 | 0 |
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 29,436 | 397,514 | SH | | DFND | | 397,514 | 0 | 0 |
MACYS INC | COM | 55616P104 | 47,054 | 1,400,000 | SH | | DFND | | 1,400,000 | 0 | 0 |
MACYS INC | COM | 55616P104 | 26,888 | 800,000 | SH | Call | DFND | | 800,000 | 0 | 0 |
MAGNA INTL INC | COM | 559222401 | 2,455 | 70,000 | SH | | DFND | | 70,000 | 0 | 0 |
MALIBU BOATS INC | COM CL A | 56117J100 | 3,745 | 310,000 | SH | | DFND | | 310,000 | 0 | 0 |
MARINEMAX INC | COM | 567908108 | 9,843 | 580,000 | SH | | DFND | | 580,000 | 0 | 0 |
MARTEN TRANS LTD | COM | 573075108 | 3,709 | 187,335 | SH | | DFND | | 187,335 | 0 | 0 |
MARTIN MARIETTA MATLS INC | COM | 573284106 | 6,568 | 34,206 | SH | | DFND | | 34,206 | 0 | 0 |
MERCER INTL INC | COM | 588056101 | 3,765 | 471,784 | SH | | DFND | | 471,784 | 0 | 0 |
MGM GROWTH PPTYS LLC | CL A COM | 55303A105 | 16,008 | 600,000 | SH | | DFND | | 600,000 | 0 | 0 |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 20,820 | 920,000 | SH | | DFND | | 920,000 | 0 | 0 |
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 56,912 | 1,150,200 | SH | | DFND | | 1,150,200 | 0 | 0 |
MIDDLEBY CORP | COM | 596278101 | 6,915 | 60,000 | SH | | DFND | | 60,000 | 0 | 0 |
MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 12,481 | 270,500 | SH | | DFND | | 270,500 | 0 | 0 |
MOHAWK INDS INC | COM | 608190104 | 13,283 | 70,000 | SH | | DFND | | 70,000 | 0 | 0 |
MOLSON COORS BREWING CO | CL B | 60871R209 | 120,211 | 1,188,676 | SH | | DFND | | 1,188,676 | 0 | 0 |
MONSANTO CO NEW | COM | 61166W101 | 20,682 | 200,000 | SH | Call | DFND | | 200,000 | 0 | 0 |
MRC GLOBAL INC | COM | 55345K103 | 6,039 | 425,000 | SH | | DFND | | 425,000 | 0 | 0 |
NEWELL BRANDS INC | COM | 651229106 | 115,053 | 2,368,813 | SH | | DFND | | 2,368,813 | 0 | 0 |
NEXEO SOLUTIONS INC | COM SHS | 65342H102 | 1,541 | 171,624 | SH | Call | DFND | | 171,624 | 0 | 0 |
NEXEO SOLUTIONS INC | COM SHS | 65342H102 | 4,617 | 514,100 | SH | | DFND | | 514,100 | 0 | 0 |
NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 35,235 | 740,532 | SH | | DFND | | 740,532 | 0 | 0 |
NIKE INC | CL B | 654106103 | 27,600 | 500,000 | SH | Call | DFND | | 500,000 | 0 | 0 |
NIKE INC | CL B | 654106103 | 41,400 | 750,000 | SH | Put | DFND | | 750,000 | 0 | 0 |
NIKE INC | CL B | 654106103 | 80,820 | 1,464,133 | SH | | DFND | | 1,464,133 | 0 | 0 |
NORFOLK SOUTHERN CORP | COM | 655844108 | 18,524 | 217,600 | SH | | DFND | | 217,600 | 0 | 0 |
NORTHROP GRUMMAN CORP | COM | 666807102 | 21,672 | 97,500 | SH | | DFND | | 97,500 | 0 | 0 |
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 9,615 | 35,466 | SH | | DFND | | 35,466 | 0 | 0 |
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 27,110 | 100,000 | SH | Put | DFND | | 100,000 | 0 | 0 |
OLIN CORP | COM PAR $1 | 680665205 | 12,895 | 519,140 | SH | | DFND | | 519,140 | 0 | 0 |
OPGEN INC | COM | 68373L109 | 182 | 120,000 | SH | Call | DFND | | 120,000 | 0 | 0 |
ORBITAL ATK INC | COM | 68557N103 | 5,917 | 69,500 | SH | | DFND | | 69,500 | 0 | 0 |
ORION ENGINEERED CARBONS S A | COM | L72967109 | 12,412 | 781,137 | SH | | DFND | | 781,137 | 0 | 0 |
OSHKOSH CORP | COM | 688239201 | 3,135 | 65,700 | SH | | DFND | | 65,700 | 0 | 0 |
PACCAR INC | COM | 693718108 | 7,521 | 145,000 | SH | Put | DFND | | 145,000 | 0 | 0 |
PACCAR INC | COM | 693718108 | 15,042 | 290,000 | SH | | DFND | | 290,000 | 0 | 0 |
PAPA JOHNS INTL INC | COM | 698813102 | 9,291 | 136,633 | SH | | DFND | | 136,633 | 0 | 0 |
PENN NATL GAMING INC | COM | 707569109 | 21,623 | 1,550,000 | SH | | DFND | | 1,550,000 | 0 | 0 |
PENNEY J C INC | COM | 708160106 | 15,984 | 1,800,000 | SH | | DFND | | 1,800,000 | 0 | 0 |
PENNEY J C INC | COM | 708160106 | 17,760 | 2,000,000 | SH | Call | DFND | | 2,000,000 | 0 | 0 |
PENTAIR PLC | SHS | G7S00T104 | 23,345 | 400,500 | SH | | DFND | | 400,500 | 0 | 0 |
POST HLDGS INC | COM | 737446104 | 8,269 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 107,540 | 1,000,000 | SH | Call | DFND | | 1,000,000 | 0 | 0 |
PRICELINE GRP INC | COM NEW | 741503403 | 18,726 | 15,000 | SH | | DFND | | 15,000 | 0 | 0 |
PROSHARES TR II | VIX STRMFUT ETF | 74347W361 | 9,160 | 1,000,000 | SH | | DFND | | 1,000,000 | 0 | 0 |
PVH CORP | COM | 693656100 | 95,155 | 1,009,817 | SH | | DFND | | 1,009,817 | 0 | 0 |
QUEST RESOURCE HLDG CORP | COM | 74836W104 | 44 | 150,000 | SH | Call | DFND | | 150,000 | 0 | 0 |
QUEST RESOURCE HLDG CORP | COM | 74836W104 | 17 | 58,837 | SH | | DFND | | 58,837 | 0 | 0 |
QUINPARIO ACQUISITION CORP 2 | UNIT 01/01/2023 | 74874U200 | 392 | 39,000 | SH | | DFND | | 39,000 | 0 | 0 |
QUINPARIO ACQUISITION CORP 2 | COM | 74874U101 | 1,964 | 198,600 | SH | Call | DFND | | 198,600 | 0 | 0 |
RALPH LAUREN CORP | CL A | 751212101 | 50,465 | 563,100 | SH | | DFND | | 563,100 | 0 | 0 |
RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 14,229 | 300,000 | SH | | DFND | | 300,000 | 0 | 0 |
ROSS STORES INC | COM | 778296103 | 47,756 | 842,400 | SH | | DFND | | 842,400 | 0 | 0 |
RYDER SYS INC | COM | 783549108 | 33,649 | 550,360 | SH | | DFND | | 550,360 | 0 | 0 |
RYDER SYS INC | COM | 783549108 | 18,342 | 300,000 | SH | Put | DFND | | 300,000 | 0 | 0 |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 49,446 | 600,000 | SH | Call | DFND | | 600,000 | 0 | 0 |
SIGNET JEWELERS LIMITED | SHS | G81276100 | 67,172 | 815,099 | SH | | DFND | | 815,099 | 0 | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 764,584 | 3,650,000 | SH | Put | DFND | | 3,650,000 | 0 | 0 |
SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 31,470 | 750,000 | SH | Call | DFND | | 750,000 | 0 | 0 |
SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 172,036 | 4,100,000 | SH | Put | DFND | | 4,100,000 | 0 | 0 |
STANLEY BLACK & DECKER INC | COM | 854502101 | 4,449 | 40,000 | SH | | DFND | | 40,000 | 0 | 0 |
STEEL DYNAMICS INC | COM | 858119100 | 24,500 | 1,000,000 | SH | | DFND | | 1,000,000 | 0 | 0 |
SWIFT TRANSN CO | CL A | 87074U101 | 1,541 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
TAILORED BRANDS INC | COM | 87403A107 | 6,330 | 500,000 | SH | Call | DFND | | 500,000 | 0 | 0 |
TAILORED BRANDS INC | COM | 87403A107 | 6,330 | 500,000 | SH | Put | DFND | | 500,000 | 0 | 0 |
TAILORED BRANDS INC | COM | 87403A107 | 13,028 | 1,029,102 | SH | | DFND | | 1,029,102 | 0 | 0 |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 11,384 | 300,200 | SH | | DFND | | 300,200 | 0 | 0 |
TENARIS S A | SPONSORED ADR | 88031M109 | 721 | 25,000 | SH | | DFND | | 25,000 | 0 | 0 |
TEXTRON INC | COM | 883203101 | 2,138 | 58,466 | SH | | DFND | | 58,466 | 0 | 0 |
TJX COS INC NEW | COM | 872540109 | 92,328 | 1,195,489 | SH | | DFND | | 1,195,489 | 0 | 0 |
TJX COS INC NEW | COM | 872540109 | 88,815 | 1,150,000 | SH | Call | DFND | | 1,150,000 | 0 | 0 |
TRACTOR SUPPLY CO | COM | 892356106 | 27,354 | 300,000 | SH | Put | DFND | | 300,000 | 0 | 0 |
TREEHOUSE FOODS INC | COM | 89469A104 | 23,096 | 225,000 | SH | | DFND | | 225,000 | 0 | 0 |
TRINSEO S A | SHS | L9340P101 | 13,094 | 305,000 | SH | | DFND | | 305,000 | 0 | 0 |
TYCO INTL PLC | SHS | G91442106 | 5,325 | 125,000 | SH | | DFND | | 125,000 | 0 | 0 |
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 48,728 | 200,000 | SH | Put | DFND | | 200,000 | 0 | 0 |
UNDER ARMOUR INC | CL A | 904311107 | 65,426 | 1,630,360 | SH | | DFND | | 1,630,360 | 0 | 0 |
UNDER ARMOUR INC | CL C | 904311206 | 7,708 | 211,764 | SH | | DFND | | 211,764 | 0 | 0 |
UNION PAC CORP | COM | 907818108 | 24,919 | 285,600 | SH | | DFND | | 285,600 | 0 | 0 |
UNITED RENTALS INC | COM | 911363109 | 12,816 | 191,000 | SH | | DFND | | 191,000 | 0 | 0 |
UNITED STATES STL CORP NEW | COM | 912909108 | 843 | 50,000 | SH | | DFND | | 50,000 | 0 | 0 |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 24,739 | 241,235 | SH | | DFND | | 241,235 | 0 | 0 |
V F CORP | COM | 918204108 | 18,447 | 300,000 | SH | Call | DFND | | 300,000 | 0 | 0 |
VANECK VECTORS ETF TR | OIL SVCS ETF | 92189F718 | 73,125 | 2,500,000 | SH | Call | DFND | | 2,500,000 | 0 | 0 |
VULCAN MATLS CO | COM | 929160109 | 25,877 | 215,000 | SH | | DFND | | 215,000 | 0 | 0 |
WAL-MART STORES INC | COM | 931142103 | 365 | 5,000 | SH | | DFND | | 5,000 | 0 | 0 |
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 33,308 | 400,000 | SH | Call | DFND | | 400,000 | 0 | 0 |
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 124,905 | 1,500,000 | SH | Put | DFND | | 1,500,000 | 0 | 0 |
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 38,304 | 460,000 | SH | | DFND | | 460,000 | 0 | 0 |
WERNER ENTERPRISES INC | COM | 950755108 | 2,297 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
WESCO INTL INC | COM | 95082P105 | 6,119 | 118,830 | SH | | DFND | | 118,830 | 0 | 0 |
WESTLAKE CHEM CORP | COM | 960413102 | 3,219 | 75,000 | SH | | DFND | | 75,000 | 0 | 0 |
WESTROCK CO | COM | 96145D105 | 3,498 | 90,000 | SH | | DFND | | 90,000 | 0 | 0 |
WHITEWAVE FOODS CO | COM | 966244105 | 25,817 | 550,000 | SH | | DFND | | 550,000 | 0 | 0 |
WOLVERINE WORLD WIDE INC | COM | 978097103 | 17,226 | 847,758 | SH | | DFND | | 847,758 | 0 | 0 |
XYLEM INC | COM | 98419M100 | 9,823 | 220,000 | SH | | DFND | | 220,000 | 0 | 0 |
YAR.OL | COM | 7751259 | 7,185 | 228,000 | SH | | DFND | | 228,000 | 0 | 0 |
YUM BRANDS INC | COM | 988498101 | 16,584 | 200,000 | SH | | DFND | | 200,000 | 0 | 0 |