Scopus Asset Management 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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	90,314	1,400,000	SH		DFND		1,400,000	0	0
ACUITY BRANDS INC	COM	00508Y102	6,851	40,000	SH	Call	DFND		40,000	0	0
ADVANCED DISP SVCS INC DEL	COM	00790X101	2,988	118,633	SH		DFND		118,633	0	0
AIR PRODS & CHEMS INC	COM	009158106	9,073	60,000	SH		DFND		60,000	0	0
ALCOA CORP	COM	013872106	5,777	123,910	SH		DFND		123,910	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	151,121	875,000	SH		DFND		875,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	112,262	650,000	SH	Call	DFND		650,000	0	0
ALLEGHENY TECHNOLOGIES INC	COM	01741R102	4,780	200,000	SH		DFND		200,000	0	0
ALLISON TRANSMISSION HLDGS I	COM	01973R101	9,383	250,000	SH	Call	DFND		250,000	0	0
ALPHABET INC	CAP STK CL A	02079K305	38,949	40,000	SH		DFND		40,000	0	0
AMAZON COM INC	COM	023135106	72,101	75,000	SH	Call	DFND		75,000	0	0
AMAZON COM INC	COM	023135106	156,219	162,500	SH		DFND		162,500	0	0
AMERICAN AIRLS GROUP INC	COM	02376R102	9,498	200,000	SH	Call	DFND		200,000	0	0
AMERICAN EAGLE OUTFITTERS NE	COM	02553E106	5,005	350,000	SH	Call	DFND		350,000	0	0
AMERICAN OUTDOOR BRANDS CORP	COM	02874P103	5,185	340,000	SH		DFND		340,000	0	0
AMETEK INC NEW	COM	031100100	24,765	375,000	SH		DFND		375,000	0	0
ANGIES LIST INC	COM	034754101	2,118	170,000	SH		DFND		170,000	0	0
ARCELORMITTAL SA LUXEMBOURG	NY REGISTRY SH	03938L203	12,880	500,000	SH		DFND		500,000	0	0
ARCELOR MITTAL	COM	00BYPBS67	2,578	100,000	SH		DFND		100,000	0	0
ASHLAND GLOBAL HLDGS INC	COM	044186104	8,359	127,833	SH		DFND		127,833	0	0
AT HOME GROUP INC	COM	04650Y100	9,039	395,751	SH		DFND		395,751	0	0
B & G FOODS INC NEW	COM	05508R106	14,651	460,000	SH		DFND		460,000	0	0
BIG LOTS INC	COM	089302103	18,750	350,000	SH		DFND		350,000	0	0
BIG LOTS INC	COM	089302103	13,393	250,000	SH	Call	DFND		250,000	0	0
BOEING CO	COM	097023105	31,776	125,000	SH		DFND		125,000	0	0
BOOT BARN HLDGS INC	COM	099406100	1,652	185,605	SH		DFND		185,605	0	0
BORGWARNER INC	COM	099724106	5,123	100,000	SH	Put	DFND		100,000	0	0
BORGWARNER INC	COM	099724106	9,388	183,247	SH		DFND		183,247	0	0
BOYD GAMING CORP	COM	103304101	21,689	832,591	SH		DFND		832,591	0	0
BRUNSWICK CORP	COM	117043109	54,778	978,704	SH		DFND		978,704	0	0
BURLINGTON STORES INC	COM	122017106	69,209	725,000	SH		DFND		725,000	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	19,025	250,000	SH	Call	DFND		250,000	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	103,547	1,360,666	SH		DFND		1,360,666	0	0
CAESARS ENTMT CORP	COM	127686103	20,025	1,500,000	SH		DFND		1,500,000	0	0
CAMPING WORLD HLDGS INC	CL A	13462K109	15,946	391,408	SH		DFND		391,408	0	0
CANADA GOOSE HOLDINGS INC	SHS SUB VTG	135086106	18,676	908,819	SH		DFND		908,819	0	0
CARMAX INC	COM	143130102	32,265	425,600	SH		DFND		425,600	0	0
CATERPILLAR INC DEL	COM	149123101	31,801	255,000	SH		DFND		255,000	0	0
CATERPILLAR INC DEL	COM	149123101	31,178	250,000	SH	Call	DFND		250,000	0	0
CATERPILLAR INC DEL	COM	149123101	12,471	100,000	SH	Put	DFND		100,000	0	0
CBS CORP NEW	CL B	124857202	29,000	500,000	SH	Call	DFND		500,000	0	0
CBS CORP NEW	CL B	124857202	69,600	1,200,000	SH		DFND		1,200,000	0	0
CELADON GROUP INC	COM	150838100	8,876	1,315,004	SH		DFND		1,315,004	0	0
CELANESE CORP DEL	COM SER A	150870103	9,906	95,000	SH		DFND		95,000	0	0
CHARTER COMMUNICATIONS INC N	CL A	16119P108	167,226	460,146	SH		DFND		460,146	0	0
CHEMOURS CO	COM	163851108	5,061	100,000	SH		DFND		100,000	0	0
CHICAGO BRIDGE & IRON CO N V	COM	167250109	420	25,000	SH		DFND		25,000	0	0
CHICAGO BRIDGE & IRON CO N V	COM	167250109	1,680	100,000	SH	Call	DFND		100,000	0	0
CHILDRENS PL INC	COM	168905107	17,723	150,000	SH	Call	DFND		150,000	0	0
CHILDRENS PL INC	COM	168905107	29,538	250,000	SH		DFND		250,000	0	0
CHIPOTLE MEXICAN GRILL INC	COM	169656105	61,566	200,000	SH	Put	DFND		200,000	0	0
CHURCHILL DOWNS INC	COM	171484108	96,203	466,551	SH		DFND		466,551	0	0
COACH INC	COM	189754104	104,325	2,590,000	SH		DFND		2,590,000	0	0
COACH INC	COM	189754104	20,140	500,000	SH	Call	DFND		500,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	133,647	670,080	SH		DFND		670,080	0	0
COVENANT TRANSN GROUP INC	CL A	22284P105	10,131	349,583	SH		DFND		349,583	0	0
DAIMLER AG	COM	005529027	7,314	91,764	SH		DFND		91,764	0	0
DANA INCORPORATED	COM	235825205	3,914	140,000	SH		DFND		140,000	0	0
DEERE & CO	COM	244199105	17,963	143,030	SH		DFND		143,030	0	0
DEERE & CO	COM	244199105	12,559	100,000	SH	Put	DFND		100,000	0	0
DELPHI AUTOMOTIVE PLC	SHS	G27823106	9,840	100,000	SH	Put	DFND		100,000	0	0
DELPHI AUTOMOTIVE PLC	SHS	G27823106	14,199	144,300	SH		DFND		144,300	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	6,992	145,000	SH		DFND		145,000	0	0
DELTA AIR LINES INC DEL	COM NEW	247361702	4,822	100,000	SH	Call	DFND		100,000	0	0
DICKS SPORTING GOODS INC	COM	253393102	8,103	300,000	SH	Call	DFND		300,000	0	0
DILLARDS INC	CL A	254067101	7,009	125,000	SH	Call	DFND		125,000	0	0
DOLLAR TREE INC	COM	256746108	34,865	401,581	SH		DFND		401,581	0	0
DOMINOS PIZZA INC	COM	25754A201	6,949	35,000	SH		DFND		35,000	0	0
DOMTAR CORP	COM NEW	257559203	7,104	163,723	SH		DFND		163,723	0	0
DOVER CORP	COM	260003108	39,755	435,000	SH		DFND		435,000	0	0
DOVER CORP	COM	260003108	18,278	200,000	SH	Put	DFND		200,000	0	0
EAGLE MATERIALS INC	COM	26969P108	19,740	185,000	SH		DFND		185,000	0	0
EASTMAN CHEM CO	COM	277432100	3,620	40,000	SH		DFND		40,000	0	0
EATON CORP PLC	SHS	G29183103	16,894	220,000	SH	Call	DFND		220,000	0	0
EBAY INC	COM	278642103	23,076	600,000	SH	Put	DFND		600,000	0	0
ECHO GLOBAL LOGISTICS INC	COM	27875T101	28,058	1,488,500	SH		DFND		1,488,500	0	0
ELDORADO RESORTS INC	COM	28470R102	52,583	2,050,000	SH		DFND		2,050,000	0	0
ENERGIZER HLDGS INC NEW	COM	29272W109	4,145	90,000	SH		DFND		90,000	0	0
EXELA TECHNOLOGIES INC	COM	30162V102	54	11,078	SH		DFND		11,078	0	0
EXPEDITORS INTL WASH INC	COM	302130109	17,958	300,000	SH	Call	DFND		300,000	0	0
EXPEDITORS INTL WASH INC	COM	302130109	24,832	414,836	SH		DFND		414,836	0	0
EXTENDED STAY AMER INC	UNIT 99/99/9999B	30224P200	20,000	1,000,000	SH	Call	DFND		1,000,000	0	0
EXTENDED STAY AMER INC	UNIT 99/99/9999B	30224P200	47,685	2,384,233	SH		DFND		2,384,233	0	0
FACEBOOK INC	CL A	30303M102	172,579	1,010,000	SH		DFND		1,010,000	0	0
FASTENAL CO	COM	311900104	20,511	450,000	SH	Call	DFND		450,000	0	0
FEDEX CORP	COM	31428X106	144,986	642,727	SH		DFND		642,727	0	0
FERRO CORP	COM	315405100	36,862	1,653,021	SH		DFND		1,653,021	0	0
FINISH LINE INC	CL A	317923100	13,052	1,084,917	SH		DFND		1,084,917	0	0
FINISH LINE INC	CL A	317923100	18,045	1,500,000	SH	Put	DFND		1,500,000	0	0
FLOOR & DECOR HLDGS INC	CL A	339750101	36,010	925,000	SH		DFND		925,000	0	0
FORD MTR CO DEL	COM PAR $0.01	345370860	3,591	300,000	SH	Call	DFND		300,000	0	0
FORTIVE CORP	COM	34959J108	7,079	100,000	SH	Put	DFND		100,000	0	0
FORTIVE CORP	COM	34959J108	35,749	505,000	SH		DFND		505,000	0	0
GATX CORP	COM	361448103	7,695	125,000	SH		DFND		125,000	0	0
GENERAL DYNAMICS CORP	COM	369550108	20,558	100,000	SH	Put	DFND		100,000	0	0
GENERAL DYNAMICS CORP	COM	369550108	35,505	172,707	SH		DFND		172,707	0	0
GENERAL ELECTRIC CO	COM	369604103	24,180	1,000,000	SH	Call	DFND		1,000,000	0	0
GENERAL MTRS CO	COM	37045V100	4,038	100,000	SH	Call	DFND		100,000	0	0
GENESEE & WYO INC	CL A	371559105	16,652	225,000	SH		DFND		225,000	0	0
GENUINE PARTS CO	COM	372460105	19,608	205,000	SH		DFND		205,000	0	0
GENUINE PARTS CO	COM	372460105	14,348	150,000	SH	Call	DFND		150,000	0	0
GEVO INC	COM PAR	374396307	94	150,000	SH	Call	DFND		150,000	0	0
GNC HLDGS INC	COM CL A	36191G107	8,840	1,000,000	SH	Call	DFND		1,000,000	0	0
GNC HLDGS INC	COM CL A	36191G107	13,260	1,500,000	SH		DFND		1,500,000	0	0
GRACE W R & CO DEL NEW	COM	38388F108	6,642	92,056	SH		DFND		92,056	0	0
GRAINGER W W INC	COM	384802104	71,900	400,000	SH	Call	DFND		400,000	0	0
GREEN PLAINS INC	COM	393222104	3,526	175,000	SH		DFND		175,000	0	0
GROUP 1 AUTOMOTIVE INC	COM	398905109	27,096	373,942	SH		DFND		373,942	0	0
HARLEY DAVIDSON INC	COM	412822108	16,874	350,000	SH	Put	DFND		350,000	0	0
HASBRO INC	COM	418056107	21,976	225,000	SH	Call	DFND		225,000	0	0
HAYNES INTERNATIONAL INC	COM NEW	420877201	2,693	75,000	SH		DFND		75,000	0	0
HD SUPPLY HLDGS INC	COM	40416M105	6,312	175,000	SH		DFND		175,000	0	0
HERSHEY CO	COM	427866108	14,829	135,834	SH		DFND		135,834	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	29,481	763,156	SH		DFND		763,156	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	124,184	1,788,113	SH		DFND		1,788,113	0	0
HONEYWELL INTL INC	COM	438516106	14,174	100,000	SH	Put	DFND		100,000	0	0
HONEYWELL INTL INC	COM	438516106	44,648	315,000	SH		DFND		315,000	0	0
HUNT J B TRANS SVCS INC	COM	445658107	16,662	150,000	SH	Call	DFND		150,000	0	0
HUNTSMAN CORP	COM	447011107	7,580	276,451	SH		DFND		276,451	0	0
HYATT HOTELS CORP	COM CL A	448579102	46,828	757,865	SH		DFND		757,865	0	0
IAC INTERACTIVECORP	COM	44919P508	123,459	1,050,000	SH		DFND		1,050,000	0	0
ILG INC	COM	44967H101	36,460	1,364,005	SH		DFND		1,364,005	0	0
ILG INC	COM	44967H101	28,067	1,050,000	SH	Call	DFND		1,050,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	7,398	50,000	SH	Call	DFND		50,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	14,796	100,000	SH	Put	DFND		100,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	39,214	265,033	SH		DFND		265,033	0	0
INGERSOLL-RAND PLC	SHS	G47791101	13,376	150,000	SH	Call	DFND		150,000	0	0
INTERNATIONAL GAME TECHNOLOG	SHS USD	G4863A108	12,275	500,000	SH	Call	DFND		500,000	0	0
INTERNATIONAL GAME TECHNOLOG	SHS USD	G4863A108	25,935	1,056,414	SH		DFND		1,056,414	0	0
INTERPUBLIC GROUP COS INC	COM	460690100	10,395	500,000	SH	Put	DFND		500,000	0	0
INTL PAPER CO	COM	460146103	18,467	325,000	SH		DFND		325,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	22,227	150,000	SH	Call	DFND		150,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	200,043	1,350,000	SH	Put	DFND		1,350,000	0	0
ITT INC	COM	45073V108	4,427	100,000	SH	Put	DFND		100,000	0	0
ITT INC	COM	45073V108	25,234	570,000	SH		DFND		570,000	0	0
JASON INDS INC	COM	471172106	477	300,000	SH		DFND		300,000	0	0
JASON INDS INC	*W EXP 06/30/201	471172114	65	1,498,645	SH		DFND		1,498,645	0	0
JD COM INC	SPON ADR CL A	47215P106	15,280	400,000	SH	Call	DFND		400,000	0	0
JELD-WEN HLDG INC	COM	47580P103	4,498	126,640	SH		DFND		126,640	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	14,102	350,000	SH	Call	DFND		350,000	0	0
KOHLS CORP	COM	500255104	12,554	275,000	SH	Call	DFND		275,000	0	0
KOHLS CORP	COM	500255104	7,989	175,000	SH	Put	DFND		175,000	0	0
KRATON CORPORATION	COM	50077C106	960	23,736	SH		DFND		23,736	0	0
KROGER CO	COM	501044101	10,030	500,000	SH	Put	DFND		500,000	0	0
L BRANDS INC	COM	501797104	12,483	300,000	SH	Put	DFND		300,000	0	0
LA QUINTA HLDGS INC	COM	50420D108	30,625	1,750,000	SH		DFND		1,750,000	0	0
LAMB WESTON HLDGS INC	COM	513272104	27,515	586,800	SH		DFND		586,800	0	0
LANDSTAR SYS INC	COM	515098101	24,913	250,000	SH		DFND		250,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	97,056	900,000	SH		DFND		900,000	0	0
LAUREATE EDUCATION INC	CL A	518613203	16,621	1,142,330	SH		DFND		1,142,330	0	0
LEAR CORP	COM NEW	521865204	17,308	100,000	SH	Put	DFND		100,000	0	0
LEAR CORP	COM NEW	521865204	12,739	73,600	SH		DFND		73,600	0	0
LIBERTY BROADBAND CORP	COM SER A	530307107	23,143	245,727	SH		DFND		245,727	0	0
LOCKHEED MARTIN CORP	COM	539830109	32,580	105,000	SH		DFND		105,000	0	0
LOWES COS INC	COM	548661107	131,901	1,650,000	SH		DFND		1,650,000	0	0
LOWES COS INC	COM	548661107	107,919	1,350,000	SH	Call	DFND		1,350,000	0	0
LULULEMON ATHLETICA INC	COM	550021109	24,900	400,000	SH	Call	DFND		400,000	0	0
MADISON SQUARE GARDEN CO NEW	CL A	55825T103	58,830	274,779	SH		DFND		274,779	0	0
MARRIOTT INTL INC NEW	CL A	571903202	122,940	1,115,000	SH		DFND		1,115,000	0	0
MARRIOTT VACATIONS WRLDWDE C	COM	57164Y107	29,385	235,966	SH		DFND		235,966	0	0
MARRIOTT VACATIONS WRLDWDE C	COM	57164Y107	43,586	350,000	SH	Call	DFND		350,000	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	77,336	375,000	SH	Call	DFND		375,000	0	0
MASTEC INC	COM	576323109	4,640	100,000	SH	Put	DFND		100,000	0	0
MASTEC INC	COM	576323109	12,760	275,000	SH		DFND		275,000	0	0
MCDONALDS CORP	COM	580135101	31,336	200,000	SH	Put	DFND		200,000	0	0
MELCO RESORT ENTERTAINMENT L	ADR	585464100	102,763	4,260,500	SH		DFND		4,260,500	0	0
MERITOR INC	COM	59001K100	5,202	200,000	SH	Put	DFND		200,000	0	0
MERITOR INC	COM	59001K100	14,306	550,000	SH		DFND		550,000	0	0
METHANEX CORP	COM	59151K108	5,030	100,000	SH		DFND		100,000	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	63,163	1,320,029	SH		DFND		1,320,029	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	23,925	500,000	SH	Call	DFND		500,000	0	0
MICHAELS COS INC	COM	59408Q106	14,814	690,000	SH	Call	DFND		690,000	0	0
MICHAELS COS INC	COM	59408Q106	26,639	1,240,749	SH		DFND		1,240,749	0	0
MILACRON HLDGS CORP	COM	59870L106	7,840	465,000	SH		DFND		465,000	0	0
MOHAWK INDS INC	COM	608190104	3,713	15,000	SH		DFND		15,000	0	0
MONSANTO CO NEW	COM	61166W101	1,251	10,437	SH		DFND		10,437	0	0
MSG NETWORK INC	CL A	553573106	17,417	821,575	SH		DFND		821,575	0	0
NAVISTAR INTL CORP NEW	COM	63934E108	1,542	35,000	SH		DFND		35,000	0	0
NESTLE	COM	007123870	108,882	1,300,000	SH		DFND		1,300,000	0	0
NETFLIX INC	COM	64110L106	86,141	475,000	SH		DFND		475,000	0	0
NEWELL BRANDS INC	COM	651229106	66,139	1,550,000	SH		DFND		1,550,000	0	0
NEWELL BRANDS INC	COM	651229106	21,335	500,000	SH	Call	DFND		500,000	0	0
NEXEO SOLUTIONS INC	*W EXP 06/09/202	65342H110	76	171,624	SH		DFND		171,624	0	0
NEXSTAR MEDIA GROUP INC	CL A	65336K103	53,578	860,000	SH		DFND		860,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	17,263	60,000	SH		DFND		60,000	0	0
NORWEGIAN CRUISE LINE HLDGS	SHS	G66721104	27,025	500,000	SH	Call	DFND		500,000	0	0
NORWEGIAN CRUISE LINE HLDGS	SHS	G66721104	104,046	1,925,000	SH		DFND		1,925,000	0	0
OLD DOMINION FGHT LINES INC	COM	679580100	51,880	471,162	SH		DFND		471,162	0	0
OMNICOM GROUP INC	COM	681919106	14,814	200,000	SH	Put	DFND		200,000	0	0
OMNOVA SOLUTIONS INC	COM	682129101	6,689	610,835	SH		DFND		610,835	0	0
OPGEN INC	*W EXP 05/05/202	68373L117	7	100,000	SH		DFND		100,000	0	0
ORION ENGINEERED CARBONS S A	COM	L72967109	9,842	438,400	SH		DFND		438,400	0	0
PARKER HANNIFIN CORP	COM	701094104	28,686	163,900	SH		DFND		163,900	0	0
PARKER HANNIFIN CORP	COM	701094104	17,502	100,000	SH	Put	DFND		100,000	0	0
PENN NATL GAMING INC	COM	707569109	39,763	1,700,000	SH		DFND		1,700,000	0	0
PENNEY J C INC	COM	708160106	1,905	500,000	SH	Put	DFND		500,000	0	0
PENTAIR PLC	SHS	G7S00T104	6,116	90,000	SH		DFND		90,000	0	0
PEPSICO INC	COM	713448108	76,330	685,000	SH		DFND		685,000	0	0
PEPSICO INC	COM	713448108	39,001	350,000	SH	Call	DFND		350,000	0	0
PINNACLE FOODS INC DEL	COM	72348P104	32,301	565,000	SH		DFND		565,000	0	0
POWERSHARES QQQ TRUST	UNIT SER 1	73935A104	72,725	500,000	SH	Call	DFND		500,000	0	0
POWERSHARES QQQ TRUST	UNIT SER 1	73935A104	168,722	1,160,000	SH	Put	DFND		1,160,000	0	0
PROSHARES TR II	VIX SH TRM FUTRS	74347W171	1,017	31,249	SH		DFND		31,249	0	0
PVH CORP	COM	693656100	37,818	300,000	SH	Call	DFND		300,000	0	0
PVH CORP	COM	693656100	138,232	1,096,555	SH		DFND		1,096,555	0	0
QUANTA SVCS INC	COM	74762E102	7,474	200,000	SH		DFND		200,000	0	0
QUEST RESOURCE HLDG CORP	COM NEW	74836W203	9	7,357	SH		DFND		7,357	0	0
RAYTHEON CO	COM NEW	755111507	19,591	105,000	SH		DFND		105,000	0	0
REALOGY HLDGS CORP	COM	75605Y106	46,931	1,424,297	SH		DFND		1,424,297	0	0
REPUBLIC SVCS INC	COM	760759100	30,553	462,500	SH		DFND		462,500	0	0
RESTAURANT BRANDS INTL INC	COM	76131D103	75,749	1,185,800	SH		DFND		1,185,800	0	0
RLJ LODGING TR	COM	74965L101	66,000	2,999,997	SH		DFND		2,999,997	0	0
ROCKWELL AUTOMATION INC	COM	773903109	40,097	225,000	SH		DFND		225,000	0	0
ROCKWELL AUTOMATION INC	COM	773903109	26,732	150,000	SH	Put	DFND		150,000	0	0
ROKU INC	COM CL A	77543R102	186	7,000	SH		DFND		7,000	0	0
ROPER TECHNOLOGIES INC	COM	776696106	9,006	37,000	SH		DFND		37,000	0	0
ROYAL CARIBBEAN CRUISES LTD	COM	V7780T103	26,672	225,000	SH	Call	DFND		225,000	0	0
ROYAL CARIBBEAN CRUISES LTD	COM	V7780T103	126,897	1,070,500	SH		DFND		1,070,500	0	0
RUSH ENTERPRISES INC	CL A	781846209	5,023	108,503	SH		DFND		108,503	0	0
RYDER SYS INC	COM	783549108	43,171	510,597	SH		DFND		510,597	0	0
RYERSON HLDG CORP	COM	783754104	4,883	450,000	SH		DFND		450,000	0	0
SELECT SECTOR SPDR TR	SBI INT-INDS	81369Y704	42,600	600,000	SH	Put	DFND		600,000	0	0
SIGNET JEWELERS LIMITED	SHS	G81276100	8,319	125,000	SH	Put	DFND		125,000	0	0
SIX FLAGS ENTMT CORP NEW	COM	83001A102	27,423	450,000	SH	Put	DFND		450,000	0	0
SKECHERS U S A INC	CL A	830566105	25,090	1,000,000	SH	Call	DFND		1,000,000	0	0
SKECHERS U S A INC	CL A	830566105	15,054	600,000	SH		DFND		600,000	0	0
SONIC AUTOMOTIVE INC	CL A	83545G102	4,287	210,153	SH		DFND		210,153	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	816,498	3,250,000	SH	Put	DFND		3,250,000	0	0
SPDR SERIES TRUST	S&P RETAIL ETF	78464A714	16,708	400,000	SH	Put	DFND		400,000	0	0
SPROUTS FMRS MKT INC	COM	85208M102	9,385	500,000	SH	Call	DFND		500,000	0	0
SPROUTS FMRS MKT INC	COM	85208M102	46,925	2,500,000	SH		DFND		2,500,000	0	0
STANLEY BLACK & DECKER INC	COM	854502101	17,362	115,000	SH		DFND		115,000	0	0
SUMMIT MATLS INC	CL A	86614U100	10,089	315,000	SH		DFND		315,000	0	0
SYNTHETIC BIOLOGICS INC	COM	87164U102	93	100,000	SH		DFND		100,000	0	0
SYNTHETIC BIOLOGICS INC	COM	87164U102	420	450,000	SH	Call	DFND		450,000	0	0
TARGET CORP	COM	87612E106	14,753	250,000	SH	Put	DFND		250,000	0	0
TECK RESOURCES LTD	CL B	878742204	1,687	80,000	SH		DFND		80,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	796	5,000	SH		DFND		5,000	0	0
TEMPUR SEALY INTL INC	COM	88023U101	37,993	588,849	SH		DFND		588,849	0	0
TENNECO INC	COM	880349105	6,067	100,000	SH	Call	DFND		100,000	0	0
TEREX CORP NEW	COM	880779103	6,222	138,200	SH		DFND		138,200	0	0
TEXTRON INC	COM	883203101	8,621	160,000	SH		DFND		160,000	0	0
THOR INDS INC	COM	885160101	101,822	808,685	SH		DFND		808,685	0	0
THOR INDS INC	COM	885160101	50,364	400,000	SH	Call	DFND		400,000	0	0
TOTAL SYS SVCS INC	COM	891906109	19,650	300,000	SH		DFND		300,000	0	0
TRINSEO S A	SHS	L9340P101	18,453	275,000	SH		DFND		275,000	0	0
TRONOX LTD	SHS CL A	Q9235V101	10,073	477,400	SH		DFND		477,400	0	0
ULTA BEAUTY INC	COM	90384S303	154,783	684,700	SH		DFND		684,700	0	0
ULTA BEAUTY INC	COM	90384S303	56,515	250,000	SH	Call	DFND		250,000	0	0
UNION PAC CORP	COM	907818108	34,791	300,000	SH	Call	DFND		300,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	90,837	756,411	SH		DFND		756,411	0	0
UNITED RENTALS INC	COM	911363109	13,874	100,000	SH	Call	DFND		100,000	0	0
UNITED RENTALS INC	COM	911363109	20,811	150,000	SH	Put	DFND		150,000	0	0
UNITED RENTALS INC	COM	911363109	28,013	201,910	SH		DFND		201,910	0	0
UNITED STATES STL CORP NEW	COM	912909108	3,849	150,000	SH		DFND		150,000	0	0
US FOODS HLDG CORP	COM	912008109	50,732	1,900,070	SH		DFND		1,900,070	0	0
USA TRUCK INC	COM	902925106	5,589	397,815	SH		DFND		397,815	0	0
VAIL RESORTS INC	COM	91879Q109	114,060	500,000	SH		DFND		500,000	0	0
VENATOR MATLS PLC	SHS	G9329Z100	6,780	300,000	SH		DFND		300,000	0	0
VISA INC	COM CL A	92826C839	131,550	1,250,000	SH		DFND		1,250,000	0	0
VISTA OUTDOOR INC	COM	928377100	6,882	300,000	SH	Call	DFND		300,000	0	0
VISTA OUTDOOR INC	COM	928377100	53,429	2,329,061	SH		DFND		2,329,061	0	0
VULCAN MATLS CO	COM	929160109	3,251	27,184	SH		DFND		27,184	0	0
WABCO HLDGS INC	COM	92927K102	33,211	224,400	SH		DFND		224,400	0	0
WASTE CONNECTIONS INC	COM	94106B101	39,702	567,498	SH		DFND		567,498	0	0
WASTE MGMT INC DEL	COM	94106L109	1,565	20,000	SH		DFND		20,000	0	0
WESTLAKE CHEM CORP	COM	960413102	37,397	450,075	SH		DFND		450,075	0	0
WESTROCK CO	COM	96145D105	8,510	150,000	SH		DFND		150,000	0	0
WILLIAMS SONOMA INC	COM	969904101	44,874	900,000	SH	Call	DFND		900,000	0	0
WILLIAMS SONOMA INC	COM	969904101	2,493	50,000	SH		DFND		50,000	0	0
WYNN RESORTS LTD	COM	983134107	18,615	125,000	SH	Call	DFND		125,000	0	0
WYNN RESORTS LTD	COM	983134107	74,475	500,100	SH		DFND		500,100	0	0
XPO LOGISTICS INC	COM	983793100	6,778	100,000	SH		DFND		100,000	0	0
XYLEM INC	COM	98419M100	20,480	327,000	SH		DFND		327,000	0	0
YANDEX N V	SHS CLASS A	N97284108	51,293	1,556,700	SH		DFND		1,556,700	0	0
YRC WORLDWIDE INC	COM PAR $.01	984249607	19,976	1,447,500	SH		DFND		1,447,500	0	0
YUM BRANDS INC	COM	988498101	28,339	384,990	SH		DFND		384,990	0	0