The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
| ||||||||||||||||||||
| 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 | 55,312 | 235,000 | SH | DFND | 235,000 | 0 | 0 | ||
| 3M CO | COM | 88579Y101 | 35,306 | 150,000 | SH | Put | DFND | 150,000 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 74,401 | 1,175,000 | SH | DFND | 1,175,000 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 22,971 | 140,000 | SH | DFND | 140,000 | 0 | 0 | ||
| ALCOA CORP | COM | 013872106 | 10,801 | 200,510 | SH | DFND | 200,510 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 103,458 | 600,000 | SH | DFND | 600,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 142,209 | 135,000 | SH | DFND | 135,000 | 0 | 0 | ||
| AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 8,983 | 527,489 | SH | DFND | 527,489 | 0 | 0 | ||
| AMETEK INC NEW | COM | 031100100 | 40,221 | 555,000 | SH | DFND | 555,000 | 0 | 0 | ||
| AMETEK INC NEW | COM | 031100100 | 10,871 | 150,000 | SH | Put | DFND | 150,000 | 0 | 0 | |
| APHRIA | COM | 00BTC2NF2 | 17,849 | 1,200,000 | SH | DFND | 1,200,000 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 13,505 | 159,200 | SH | DFND | 159,200 | 0 | 0 | ||
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | 21,680 | 671,000 | SH | DFND | 671,000 | 0 | 0 | ||
| ARCELORMITALL | COM | 00BYPBS67 | 13,013 | 400,000 | SH | DFND | 400,000 | 0 | 0 | ||
| ARCH COAL INC | CL A | 039380407 | 11,645 | 125,000 | SH | DFND | 125,000 | 0 | 0 | ||
| ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 6,254 | 87,833 | SH | DFND | 87,833 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 11,407 | 375,368 | SH | DFND | 375,368 | 0 | 0 | ||
| AUTONATION INC | COM | 05329W102 | 12,833 | 250,000 | SH | Call | DFND | 250,000 | 0 | 0 | |
| AUTOZONE INC | COM | 053332102 | 64,023 | 90,000 | SH | DFND | 90,000 | 0 | 0 | ||
| B & G FOODS INC NEW | COM | 05508R106 | 15,642 | 445,000 | SH | DFND | 445,000 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 27,574 | 93,500 | SH | DFND | 93,500 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 29,491 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| BOMBARDIER INC-B | COM | 002109723 | 10,002 | 4,150,000 | SH | DFND | 4,150,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 35,050 | 1,000,000 | SH | Call | DFND | 1,000,000 | 0 | 0 | |
| BOYD GAMING CORP | COM | 103304101 | 33,823 | 965,000 | SH | DFND | 965,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 24,573 | 445,000 | SH | DFND | 445,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 3,354 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 61,515 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| BURLINGTON STORES INC | COM | 122017106 | 88,213 | 717,000 | SH | DFND | 717,000 | 0 | 0 | ||
| CABOT CORP | COM | 127055101 | 15,398 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| CAESARS ENTMT CORP | COM | 127686103 | 70,524 | 5,575,000 | SH | DFND | 5,575,000 | 0 | 0 | ||
| CAMPING WORLD HLDGS INC | CL A | 13462K109 | 32,653 | 730,000 | SH | DFND | 730,000 | 0 | 0 | ||
| CANNTRUST HOLDINGS INC | COM | 00BYVRPK2 | 1,820 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | 5,099 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| CARTER INC | COM | 146229109 | 22,323 | 190,000 | SH | DFND | 190,000 | 0 | 0 | ||
| CATERPILLAR INC DEL | COM | 149123101 | 70,123 | 445,000 | SH | DFND | 445,000 | 0 | 0 | ||
| CATERPILLAR INC DEL | COM | 149123101 | 63,032 | 400,000 | SH | Put | DFND | 400,000 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 38,291 | 649,000 | SH | DFND | 649,000 | 0 | 0 | ||
| CELADON GROUP INC | COM | 150838100 | 13,557 | 2,118,285 | SH | DFND | 2,118,285 | 0 | 0 | ||
| CELANESE CORP DEL | COM SER A | 150870103 | 10,173 | 95,000 | SH | DFND | 95,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 20,158 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
| CHILDRENS PL INC | COM | 168905107 | 27,617 | 190,000 | SH | DFND | 190,000 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 110,533 | 475,000 | SH | DFND | 475,000 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 31,166 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| CNH INDL N V | SHS | N20944109 | 4,020 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 105,131 | 2,625,000 | SH | DFND | 2,625,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 40,050 | 1,000,000 | SH | Call | DFND | 1,000,000 | 0 | 0 | |
| COMMERCIAL METALS CO | COM | 201723103 | 6,396 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 177,142 | 775,000 | SH | DFND | 775,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 108,571 | 475,000 | SH | Call | DFND | 475,000 | 0 | 0 | |
| COVENANT TRANSN GROUP INC | CL A | 22284P105 | 2,922 | 101,707 | SH | DFND | 101,707 | 0 | 0 | ||
| COVESTRO AKTIENGELLSCHAFT | COM | 00BYTBWY9 | 5,677 | 55,000 | SH | DFND | 55,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 35,654 | 648,131 | SH | DFND | 648,131 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 48,134 | 875,000 | SH | Call | DFND | 875,000 | 0 | 0 | |
| DANA INCORPORATED | COM | 235825205 | 6,402 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 28,806 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| DAVE & BUSTERS ENTMT INC | COM | 238337109 | 28,688 | 520,000 | SH | DFND | 520,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 15,651 | 100,000 | SH | Call | DFND | 100,000 | 0 | 0 | |
| DEERE & CO | COM | 244199105 | 15,651 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| DEERE & CO | COM | 244199105 | 32,271 | 206,189 | SH | DFND | 206,189 | 0 | 0 | ||
| DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 9,715 | 185,159 | SH | DFND | 185,159 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 18,015 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 27,085 | 252,400 | SH | Call | DFND | 252,400 | 0 | 0 | |
| DOLLAR TREE INC | COM | 256746108 | 158,282 | 1,475,000 | SH | DFND | 1,475,000 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 37,792 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| DOVER CORP | COM | 260003108 | 20,198 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| DOVER CORP | COM | 260003108 | 31,307 | 310,000 | SH | DFND | 310,000 | 0 | 0 | ||
| DR PEPPER SNAPPLE GROUP INC | COM | 26138E109 | 26,692 | 275,000 | SH | DFND | 275,000 | 0 | 0 | ||
| DUNKIN BRANDS GROUP INC | COM | 265504100 | 33,847 | 525,000 | SH | DFND | 525,000 | 0 | 0 | ||
| DUNKIN BRANDS GROUP INC | COM | 265504100 | 25,788 | 400,000 | SH | Call | DFND | 400,000 | 0 | 0 | |
| EAGLE MATERIALS INC | COM | 26969P108 | 28,325 | 250,000 | SH | Call | DFND | 250,000 | 0 | 0 | |
| EASTMAN CHEM CO | COM | 277432100 | 4,632 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 15,802 | 200,000 | SH | Call | DFND | 200,000 | 0 | 0 | |
| ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 3,500 | 125,000 | SH | Call | DFND | 125,000 | 0 | 0 | |
| ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 38,538 | 1,376,344 | SH | DFND | 1,376,344 | 0 | 0 | ||
| ELDORADO RESORTS INC | COM | 28470R102 | 64,643 | 1,950,000 | SH | DFND | 1,950,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 52,530 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 108,737 | 1,035,000 | SH | DFND | 1,035,000 | 0 | 0 | ||
| EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 2,371 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 185,283 | 1,050,000 | SH | DFND | 1,050,000 | 0 | 0 | ||
| FASTENAL CO | COM | 311900104 | 10,118 | 185,000 | SH | DFND | 185,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 116,229 | 465,774 | SH | DFND | 465,774 | 0 | 0 | ||
| FERRO CORP | COM | 315405100 | 32,267 | 1,367,805 | SH | DFND | 1,367,805 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 17,243 | 260,000 | SH | DFND | 260,000 | 0 | 0 | ||
| FLIR SYS INC | COM | 302445101 | 6,993 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 69,612 | 1,430,000 | SH | DFND | 1,430,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 3,282 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 41,601 | 575,000 | SH | DFND | 575,000 | 0 | 0 | ||
| FORTIVE CORP | COM | 34959J108 | 21,705 | 300,000 | SH | Put | DFND | 300,000 | 0 | 0 | |
| FORWARD AIR CORP | COM | 349853101 | 24,417 | 425,082 | SH | DFND | 425,082 | 0 | 0 | ||
| G-III APPAREL GROUP LTD | COM | 36237H101 | 19,367 | 525,000 | SH | DFND | 525,000 | 0 | 0 | ||
| GAP INC DEL | COM | 364760108 | 10,218 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| GARDNER DENVER HLDGS INC | COM | 36555P107 | 856 | 25,224 | SH | DFND | 25,224 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 13,909 | 68,365 | SH | DFND | 68,365 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 30,518 | 150,000 | SH | Call | DFND | 150,000 | 0 | 0 | |
| GENERAL DYNAMICS CORP | COM | 369550108 | 20,345 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| GENERAL ELECTRIC CO | COM | 369604103 | 10,470 | 600,000 | SH | Call | DFND | 600,000 | 0 | 0 | |
| GRACE W R & CO DEL NEW | COM | 38388F108 | 7,508 | 107,056 | SH | DFND | 107,056 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 63,788 | 270,000 | SH | DFND | 270,000 | 0 | 0 | ||
| GRAINGER W W INC | COM | 384802104 | 23,625 | 100,000 | SH | Call | DFND | 100,000 | 0 | 0 | |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 3,090 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| GREENBRIER COS INC | COM | 393657101 | 10,070 | 188,929 | SH | DFND | 188,929 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 31,365 | 1,500,000 | SH | Call | DFND | 1,500,000 | 0 | 0 | |
| HARRIS CORP DEL | COM | 413875105 | 12,749 | 90,000 | SH | DFND | 90,000 | 0 | 0 | ||
| HAYNES INTERNATIONAL INC | COM NEW | 420877201 | 3,205 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 8,206 | 205,000 | SH | DFND | 205,000 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 4,003 | 100,000 | SH | Call | DFND | 100,000 | 0 | 0 | |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | 30,731 | 732,555 | SH | DFND | 732,555 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 99,825 | 1,250,000 | SH | DFND | 1,250,000 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 15,336 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| HONEYWELL INTL INC | COM | 438516106 | 53,829 | 351,000 | SH | DFND | 351,000 | 0 | 0 | ||
| HUB GROUP INC | CL A | 443320106 | 28,039 | 585,368 | SH | DFND | 585,368 | 0 | 0 | ||
| HUBBELL INC | COM | 443510607 | 9,474 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 41,816 | 363,679 | SH | DFND | 363,679 | 0 | 0 | ||
| HUNTSMAN CORP | COM | 447011107 | 12,532 | 376,451 | SH | DFND | 376,451 | 0 | 0 | ||
| HYATT HOTELS CORP | COM CL A | 448579102 | 91,925 | 1,250,000 | SH | DFND | 1,250,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 30,570 | 250,000 | SH | Call | DFND | 250,000 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 91,710 | 750,000 | SH | DFND | 750,000 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 56,248 | 1,975,005 | SH | DFND | 1,975,005 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 19,936 | 700,000 | SH | Call | DFND | 700,000 | 0 | 0 | |
| ILLINOIS TOOL WKS INC | COM | 452308109 | 33,370 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| ILLINOIS TOOL WKS INC | COM | 452308109 | 70,083 | 420,033 | SH | DFND | 420,033 | 0 | 0 | ||
| INGERSOLL-RAND PLC | SHS | G47791101 | 8,919 | 100,000 | SH | Call | DFND | 100,000 | 0 | 0 | |
| INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 64,950 | 2,450,000 | SH | DFND | 2,450,000 | 0 | 0 | ||
| INTL PAPER CO | COM | 460146103 | 2,897 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 30,492 | 200,000 | SH | Call | DFND | 200,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 426,888 | 2,800,000 | SH | Put | DFND | 2,800,000 | 0 | 0 | |
| ITT INC | COM | 45073V108 | 13,343 | 250,000 | SH | Put | DFND | 250,000 | 0 | 0 | |
| ITT INC | COM | 45073V108 | 33,205 | 622,167 | SH | DFND | 622,167 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 74,303 | 757,345 | SH | DFND | 757,345 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 14,717 | 150,000 | SH | Call | DFND | 150,000 | 0 | 0 | |
| JASON INDS INC | COM | 471172106 | 474 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| JASON INDS INC | *W EXP 06/30/201 | 471172114 | 34 | 1,498,645 | SH | DFND | 1,498,645 | 0 | 0 | ||
| JELD-WEN HLDG INC | COM | 47580P103 | 8,148 | 206,947 | SH | DFND | 206,947 | 0 | 0 | ||
| JOHNSON CTLS INTL PLC | SHS | G51502105 | 11,433 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| KENNAMETAL INC | COM | 489170100 | 2,871 | 59,300 | SH | DFND | 59,300 | 0 | 0 | ||
| KIRBY CORP | COM | 497266106 | 13,360 | 200,000 | SH | Call | DFND | 200,000 | 0 | 0 | |
| KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 229,682 | 5,253,480 | SH | DFND | 5,253,480 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 16,269 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| LA QUINTA HLDGS INC | COM | 50420D108 | 37,382 | 2,025,000 | SH | DFND | 2,025,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 19,475 | 345,000 | SH | DFND | 345,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 27,796 | 400,000 | SH | Put | DFND | 400,000 | 0 | 0 | |
| LAUDER ESTEE COS INC | CL A | 518439104 | 44,534 | 350,000 | SH | DFND | 350,000 | 0 | 0 | ||
| LAUREATE EDUCATION INC | CL A | 518613203 | 1,153 | 85,000 | SH | DFND | 85,000 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 17,666 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 14,769 | 83,600 | SH | DFND | 83,600 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 20,899 | 245,727 | SH | DFND | 245,727 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 56,795 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| LITHIA MTRS INC | CL A | 536797103 | 3,976 | 35,000 | SH | DFND | 35,000 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | 41,737 | 130,000 | SH | DFND | 130,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 112,457 | 1,210,000 | SH | DFND | 1,210,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 83,646 | 900,000 | SH | Call | DFND | 900,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 19,255 | 245,000 | SH | DFND | 245,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 40,934 | 1,625,000 | SH | Put | DFND | 1,625,000 | 0 | 0 | |
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 46,387 | 220,000 | SH | DFND | 220,000 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 84,831 | 625,000 | SH | DFND | 625,000 | 0 | 0 | ||
| MARRIOTT VACATIONS WRLDWDE C | COM | 57164Y107 | 30,932 | 228,771 | SH | DFND | 228,771 | 0 | 0 | ||
| MARRIOTT VACATIONS WRLDWDE C | COM | 57164Y107 | 47,324 | 350,000 | SH | Call | DFND | 350,000 | 0 | 0 | |
| MARTEN TRANS LTD | COM | 573075108 | 5,961 | 293,644 | SH | DFND | 293,644 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 15,786 | 322,500 | SH | DFND | 322,500 | 0 | 0 | ||
| MASTEC INC | COM | 576323109 | 9,790 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 99,898 | 660,000 | SH | DFND | 660,000 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 8,610 | 275,000 | SH | DFND | 275,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 23,236 | 135,000 | SH | DFND | 135,000 | 0 | 0 | ||
| MELCO RESORT ENTERTAINMENT L | ADR | 585464100 | 107,448 | 3,700,000 | SH | DFND | 3,700,000 | 0 | 0 | ||
| MERITOR INC | COM | 59001K100 | 4,692 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| MERITOR INC | COM | 59001K100 | 21,188 | 903,144 | SH | DFND | 903,144 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 78,688 | 1,250,000 | SH | DFND | 1,250,000 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 31,475 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| MICHAELS COS INC | COM | 59408Q106 | 33,261 | 1,375,000 | SH | DFND | 1,375,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 3,849 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| MSG NETWORK INC | CL A | 553573106 | 10,631 | 525,000 | SH | DFND | 525,000 | 0 | 0 | ||
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 4,717 | 110,000 | SH | DFND | 110,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 28,794 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| NEWELL BRANDS INC | COM | 651229106 | 15,450 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| NEXEO SOLUTIONS INC | *W EXP 06/09/202 | 65342H110 | 107 | 171,624 | SH | DFND | 171,624 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 28,543 | 365,000 | SH | DFND | 365,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 36,225 | 250,000 | SH | Call | DFND | 250,000 | 0 | 0 | |
| NORTHROP GRUMMAN CORP | COM | 666807102 | 15,346 | 50,000 | SH | Put | DFND | 50,000 | 0 | 0 | |
| NORTHROP GRUMMAN CORP | COM | 666807102 | 58,313 | 190,000 | SH | DFND | 190,000 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 83,869 | 1,575,000 | SH | DFND | 1,575,000 | 0 | 0 | ||
| OMNICOM GROUP INC | COM | 681919106 | 29,132 | 400,000 | SH | Call | DFND | 400,000 | 0 | 0 | |
| OMNOVA SOLUTIONS INC | COM | 682129101 | 6,808 | 680,835 | SH | DFND | 680,835 | 0 | 0 | ||
| OPGEN INC | *W EXP 05/05/202 | 68373L117 | 4 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 13,663 | 533,696 | SH | DFND | 533,696 | 0 | 0 | ||
| OSHKOSH CORP | COM | 688239201 | 20,905 | 230,000 | SH | DFND | 230,000 | 0 | 0 | ||
| PARKER HANNIFIN CORP | COM | 701094104 | 67,438 | 337,901 | SH | DFND | 337,901 | 0 | 0 | ||
| PARKER HANNIFIN CORP | COM | 701094104 | 39,916 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| PEABODY ENERGY CORP NEW | COM | 704551100 | 3,937 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 52,478 | 1,675,000 | SH | DFND | 1,675,000 | 0 | 0 | ||
| PENNEY J C INC | COM | 708160106 | 5,135 | 1,625,000 | SH | Put | DFND | 1,625,000 | 0 | 0 | |
| PENTAIR PLC | SHS | G7S00T104 | 12,712 | 180,000 | SH | DFND | 180,000 | 0 | 0 | ||
| PEPSICO INC | COM | 713448108 | 119,920 | 1,000,000 | SH | Call | DFND | 1,000,000 | 0 | 0 | |
| PINNACLE FOODS INC DEL | COM | 72348P104 | 33,601 | 565,000 | SH | DFND | 565,000 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 31,152 | 200,000 | SH | Call | DFND | 200,000 | 0 | 0 | |
| POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 118,378 | 760,000 | SH | Put | DFND | 760,000 | 0 | 0 | |
| PRICELINE GRP INC | COM NEW | 741503403 | 52,132 | 30,000 | SH | Put | DFND | 30,000 | 0 | 0 | |
| PROSHARES TR II | VIX SH TRM FUTRS | 74347W171 | 723 | 31,249 | SH | DFND | 31,249 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 128,977 | 940,000 | SH | DFND | 940,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 14,471 | 370,000 | SH | DFND | 370,000 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 7,822 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| QUEST RESOURCE HLDG CORP | COM NEW | 74836W203 | 17 | 7,357 | SH | DFND | 7,357 | 0 | 0 | ||
| RAYONIER ADVANCED MATLS INC | COM | 75508B104 | 9,816 | 480,000 | SH | DFND | 480,000 | 0 | 0 | ||
| REGAL BELOIT CORP | COM | 758750103 | 7,660 | 100,000 | SH | Call | DFND | 100,000 | 0 | 0 | |
| RENT A CTR INC NEW | COM | 76009N100 | 5,550 | 500,000 | SH | Put | DFND | 500,000 | 0 | 0 | |
| REPUBLIC SVCS INC | COM | 760759100 | 42,527 | 629,000 | SH | DFND | 629,000 | 0 | 0 | ||
| REPUBLIC SVCS INC | COM | 760759100 | 6,761 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | 69,165 | 1,125,000 | SH | DFND | 1,125,000 | 0 | 0 | ||
| RH | COM | 74967X103 | 34,915 | 405,000 | SH | DFND | 405,000 | 0 | 0 | ||
| RLJ LODGING TR | COM | 74965L101 | 60,418 | 2,750,000 | SH | DFND | 2,750,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 51,149 | 260,500 | SH | DFND | 260,500 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 15,708 | 80,000 | SH | Put | DFND | 80,000 | 0 | 0 | |
| ROPER TECHNOLOGIES INC | COM | 776696106 | 10,360 | 40,000 | SH | Put | DFND | 40,000 | 0 | 0 | |
| ROPER TECHNOLOGIES INC | COM | 776696106 | 16,835 | 65,000 | SH | DFND | 65,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 90,281 | 1,125,000 | SH | DFND | 1,125,000 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 24,075 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 59,640 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 137,172 | 1,150,000 | SH | DFND | 1,150,000 | 0 | 0 | ||
| RYERSON HLDG CORP | COM | 783754104 | 4,940 | 475,000 | SH | DFND | 475,000 | 0 | 0 | ||
| SAIA INC | COM | 78709Y105 | 18,027 | 254,799 | SH | DFND | 254,799 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 22,701 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 30,268 | 400,000 | SH | Put | DFND | 400,000 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 5,655 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| SLEEP NUMBER CORP | COM | 83125X103 | 7,518 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 533,720 | 2,000,000 | SH | Put | DFND | 2,000,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P METALS MNG | 78464A755 | 10,911 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P OILGAS EXP | 78464A730 | 11,154 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 22,590 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 13,554 | 300,000 | SH | Put | DFND | 300,000 | 0 | 0 | |
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 16,578 | 190,000 | SH | DFND | 190,000 | 0 | 0 | ||
| SPROUTS FMRS MKT INC | COM | 85208M102 | 57,223 | 2,350,000 | SH | DFND | 2,350,000 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 33,938 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| STANLEY BLACK & DECKER INC | COM | 854502101 | 51,331 | 302,500 | SH | DFND | 302,500 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 11,486 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| STEEL DYNAMICS INC | COM | 858119100 | 4,313 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 14,660 | 466,275 | SH | DFND | 466,275 | 0 | 0 | ||
| SUPERVALU INC | COM NEW | 868536301 | 18,360 | 850,000 | SH | DFND | 850,000 | 0 | 0 | ||
| SYNTHETIC BIOLOGICS INC | COM | 87164U102 | 229 | 450,000 | SH | Call | DFND | 450,000 | 0 | 0 | |
| SYNTHETIC BIOLOGICS INC | COM | 87164U102 | 51 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 50,865 | 1,150,000 | SH | DFND | 1,150,000 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 39,150 | 600,000 | SH | Call | DFND | 600,000 | 0 | 0 | |
| TECK RESOURCES LTD | CL B | 878742204 | 8,505 | 325,000 | SH | DFND | 325,000 | 0 | 0 | ||
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 21,738 | 120,000 | SH | DFND | 120,000 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 21,315 | 340,000 | SH | DFND | 340,000 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 10,039 | 208,200 | SH | DFND | 208,200 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 15,804 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 13,582 | 240,000 | SH | DFND | 240,000 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 25,622 | 170,000 | SH | DFND | 170,000 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 30,584 | 400,000 | SH | Call | DFND | 400,000 | 0 | 0 | |
| TRONOX LTD | SHS CL A | Q9235V101 | 6,153 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| TRONOX LTD | SHS CL A | Q9235V101 | 10,173 | 496,000 | SH | DFND | 496,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 123,013 | 550,000 | SH | Call | DFND | 550,000 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 134,100 | 1,000,000 | SH | Call | DFND | 1,000,000 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 31,487 | 234,800 | SH | DFND | 234,800 | 0 | 0 | ||
| UNITED CONTL HLDGS INC | COM | 910047109 | 6,066 | 90,000 | SH | DFND | 90,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 42,875 | 249,401 | SH | DFND | 249,401 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 8,596 | 50,000 | SH | Call | DFND | 50,000 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 32,663 | 190,000 | SH | Put | DFND | 190,000 | 0 | 0 | |
| UNITED STATES STL CORP NEW | COM | 912909108 | 12,104 | 343,950 | SH | DFND | 343,950 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 10,206 | 80,000 | SH | Call | DFND | 80,000 | 0 | 0 | |
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 20,411 | 160,000 | SH | DFND | 160,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 59,073 | 1,850,070 | SH | DFND | 1,850,070 | 0 | 0 | ||
| USA TRUCK INC | COM | 902925106 | 7,212 | 397,817 | SH | DFND | 397,817 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 37,000 | 500,000 | SH | Put | DFND | 500,000 | 0 | 0 | |
| VAIL RESORTS INC | COM | 91879Q109 | 104,110 | 490,000 | SH | DFND | 490,000 | 0 | 0 | ||
| VANECK VECTORS ETF TR | OIL SVCS ETF | 92189F718 | 10,420 | 400,000 | SH | Call | DFND | 400,000 | 0 | 0 | |
| VENATOR MATLS PLC | SHS | G9329Z100 | 10,728 | 485,000 | SH | DFND | 485,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 139,675 | 1,225,000 | SH | DFND | 1,225,000 | 0 | 0 | ||
| VOLKSWAGON | COM | 005497168 | 12,594 | 63,061 | SH | DFND | 63,061 | 0 | 0 | ||
| VULCAN MATLS CO | COM | 929160109 | 62,759 | 488,889 | SH | DFND | 488,889 | 0 | 0 | ||
| WABASH NATL CORP | COM | 929566107 | 43,436 | 2,001,667 | SH | DFND | 2,001,667 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 21,525 | 150,000 | SH | Put | DFND | 150,000 | 0 | 0 | |
| WABCO HLDGS INC | COM | 92927K102 | 18,856 | 131,400 | SH | DFND | 131,400 | 0 | 0 | ||
| WASTE CONNECTIONS INC | COM | 94106B101 | 14,188 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| WASTE CONNECTIONS INC | COM | 94106B101 | 61,035 | 860,374 | SH | DFND | 860,374 | 0 | 0 | ||
| WASTE MGMT INC DEL | COM | 94106L109 | 11,651 | 135,000 | SH | DFND | 135,000 | 0 | 0 | ||
| WESTLAKE CHEM CORP | COM | 960413102 | 37,713 | 354,011 | SH | DFND | 354,011 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 4,425 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 14,484 | 125,000 | SH | Put | DFND | 125,000 | 0 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 52,197 | 309,608 | SH | DFND | 309,608 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 30,144 | 442,000 | SH | DFND | 442,000 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 17,050 | 250,000 | SH | Put | DFND | 250,000 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 16,375 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 50,763 | 1,550,000 | SH | DFND | 1,550,000 | 0 | 0 | ||
| YRC WORLDWIDE INC | COM PAR $.01 | 984249607 | 6,385 | 444,000 | SH | DFND | 444,000 | 0 | 0 | ||