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	136,944	2,030,000	SH		DFND		2,030,000	0	0
ACTIVISION BLIZZARD INC	COM	00507V109	50,595	750,000	SH	Call	DFND		750,000	0	0
ADIENT PLC	ORD SHS	G0084W101	5,976	100,000	SH	Call	DFND		100,000	0	0
ADVANCED DISP SVCS INC DEL	COM	00790X101	4,456	200,000	SH	Call	DFND		200,000	0	0
ALIBABA GROUP HLDG LTD	SPONSORED ADS	01609W102	59,651	325,000	SH		DFND		325,000	0	0
ALLEGION PUB LTD CO	ORD SHS	G0176J109	3,241	38,000	SH		DFND		38,000	0	0
ALPHABET INC	CAP STK CL A	02079K305	134,828	130,000	SH		DFND		130,000	0	0
ALPHABET INC	CAP STK CL A	02079K305	103,714	100,000	SH	Call	DFND		100,000	0	0
AMAZON COM INC	COM	023135106	50,657	35,000	SH	Put	DFND		35,000	0	0
AMAZON COM INC	COM	023135106	54,078	37,364	SH		DFND		37,364	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	4,160	273,328	SH		DFND		273,328	0	0
AMERICAN AXLE & MFG HLDGS IN	COM	024061103	3,044	200,000	SH	Call	DFND		200,000	0	0
AMETEK INC NEW	COM	031100100	22,900	301,437	SH		DFND		301,437	0	0
APTIV PLC	SHS	G6095L109	5,098	60,000	SH	Put	DFND		60,000	0	0
APTIV PLC	SHS	G6095L109	4,885	57,485	SH		DFND		57,485	0	0
ARCELORMITTAL SA LUXEMBOURG	NY REGISTRY SH	00BYPBS67	6,335	200,000	SH		DFND		200,000	0	0
ARCELORMITTAL SA LUXEMBOURG	NY REGISTRY SH	03938L203	22,935	721,000	SH		DFND		721,000	0	0
ARCH COAL INC	CL A	039380407	1,874	20,400	SH		DFND		20,400	0	0
ASHLAND GLOBAL HLDGS INC	COM	044186104	3,687	52,833	SH		DFND		52,833	0	0
AUTODESK INC	COM	052769106	66,583	530,200	SH		DFND		530,200	0	0
AUTODESK INC	COM	052769106	25,116	200,000	SH	Call	DFND		200,000	0	0
BALL CORP	COM	058498106	1,644	41,400	SH		DFND		41,400	0	0
BLUE BUFFALO PET PRODS INC	COM	09531U102	5,772	145,000	SH		DFND		145,000	0	0
BOEING CO	COM	097023105	39,346	120,000	SH	Put	DFND		120,000	0	0
BOEING CO	COM	097023105	69,930	213,279	SH		DFND		213,279	0	0
BOMBARDIER	COM	097751200	25,983	8,938,225	SH		DFND		8,938,225	0	0
BOMBARDIER	COM	097751200	8,721	3,000,000	SH	Put	DFND		3,000,000	0	0
BORGWARNER INC	COM	099724106	10,046	200,000	SH	Call	DFND		200,000	0	0
BOYD GAMING CORP	COM	103304101	31,860	1,000,000	SH	Call	DFND		1,000,000	0	0
BOYD GAMING CORP	COM	103304101	60,853	1,910,000	SH		DFND		1,910,000	0	0
BRUNSWICK CORP	COM	117043109	55,233	930,000	SH		DFND		930,000	0	0
BUNGE LIMITED	COM	G16962105	5,546	75,000	SH		DFND		75,000	0	0
BURLINGTON STORES INC	COM	122017106	46,603	350,000	SH	Call	DFND		350,000	0	0
BURLINGTON STORES INC	COM	122017106	85,216	640,000	SH		DFND		640,000	0	0
CABOT CORP	COM	127055101	24,238	435,000	SH		DFND		435,000	0	0
CAESARS ENTMT CORP	COM	127686103	42,188	3,750,000	SH		DFND		3,750,000	0	0
CAESARS ENTMT CORP	COM	127686103	22,500	2,000,000	SH	Call	DFND		2,000,000	0	0
CAMPING WORLD HLDGS INC	CL A	13462K109	30,154	935,000	SH		DFND		935,000	0	0
CANADA GOOSE HOLDINGS INC	SHS SUB VTG	135086106	14,623	437,565	SH		DFND		437,565	0	0
CARNIVAL CORP	UNIT 99/99/9999	143658300	65,580	1,000,000	SH	Call	DFND		1,000,000	0	0
CATERPILLAR INC DEL	COM	149123101	7,369	50,000	SH	Call	DFND		50,000	0	0
CATERPILLAR INC DEL	COM	149123101	32,424	220,000	SH	Put	DFND		220,000	0	0
CATERPILLAR INC DEL	COM	149123101	47,209	320,320	SH		DFND		320,320	0	0
CELADON GROUP INC	COM	150838100	3,330	900,000	SH		DFND		900,000	0	0
CHARTER COMMUNICATIONS INC N	CL A	16119P108	18,673	60,000	SH		DFND		60,000	0	0
CHEMOURS CO	COM	163851108	15,831	325,000	SH		DFND		325,000	0	0
CHURCHILL DOWNS INC	COM	171484108	110,311	452,000	SH		DFND		452,000	0	0
COGNEX CORP	COM	192422103	1,654	31,806	SH		DFND		31,806	0	0
COMCAST CORP NEW	CL A	20030N101	37,587	1,100,000	SH		DFND		1,100,000	0	0
CONAGRA BRANDS INC	COM	205887102	9,220	250,000	SH		DFND		250,000	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	135,743	595,573	SH		DFND		595,573	0	0
CONSTELLATION BRANDS INC	CL A	21036P108	68,376	300,000	SH	Call	DFND		300,000	0	0
COVESTRO	COM	00BYTBWY9	1,476	15,000	SH		DFND		15,000	0	0
CSX CORP	COM	126408103	14,301	256,697	SH		DFND		256,697	0	0
CUMMINS INC	COM	231021106	12,967	80,000	SH	Call	DFND		80,000	0	0
DANA INCORPORATED	COM	235825205	1,546	60,000	SH	Put	DFND		60,000	0	0
DANA INCORPORATED	COM	235825205	5,477	212,610	SH		DFND		212,610	0	0
DEERE & CO	COM	244199105	51,195	329,609	SH		DFND		329,609	0	0
DEERE & CO	COM	244199105	23,298	150,000	SH	Put	DFND		150,000	0	0
DILLARDS INC	CL A	254067101	6,026	75,000	SH	Call	DFND		75,000	0	0
DOLLAR TREE INC	COM	256746108	130,488	1,375,000	SH		DFND		1,375,000	0	0
DOMINOS PIZZA INC	COM	25754A201	18,156	77,735	SH		DFND		77,735	0	0
DOMTAR CORP	COM NEW	257559203	2,765	65,000	SH		DFND		65,000	0	0
DOVER CORP	COM	260003108	24,949	254,016	SH		DFND		254,016	0	0
DOVER CORP	COM	260003108	17,189	175,000	SH	Put	DFND		175,000	0	0
EASTMAN CHEM CO	COM	277432100	21,116	200,000	SH		DFND		200,000	0	0
EATON CORP PLC	SHS	G29183103	21,920	274,303	SH		DFND		274,303	0	0
EATON CORP PLC	SHS	G29183103	7,991	100,000	SH	Put	DFND		100,000	0	0
ECHO GLOBAL LOGISTICS INC	COM	27875T101	17,242	624,709	SH		DFND		624,709	0	0
ELDORADO RESORTS INC	COM	28470R102	16,500	500,000	SH	Call	DFND		500,000	0	0
ELDORADO RESORTS INC	COM	28470R102	76,754	2,325,865	SH		DFND		2,325,865	0	0
ELECTRONIC ARTS INC	COM	285512109	111,661	920,991	SH		DFND		920,991	0	0
EMERSON ELEC CO	COM	291011104	18,254	267,265	SH		DFND		267,265	0	0
EMERSON ELEC CO	COM	291011104	5,123	75,000	SH	Put	DFND		75,000	0	0
EVOQUA WATER TECHNOLOGIES CO	COM	30057T105	26,949	1,265,826	SH		DFND		1,265,826	0	0
EXPEDIA GROUP INC	COM NEW	30212P303	13,801	125,000	SH	Put	DFND		125,000	0	0
EXXON MOBIL CORP	COM	30231G102	4,174	55,946	SH		DFND		55,946	0	0
FEDEX CORP	COM	31428X106	8,404	35,000	SH		DFND		35,000	0	0
FEDEX CORP	COM	31428X106	24,011	100,000	SH	Call	DFND		100,000	0	0
FERRO CORP	COM	315405100	39,321	1,693,405	SH		DFND		1,693,405	0	0
FIVE BELOW INC	COM	33829M101	14,668	200,000	SH	Put	DFND		200,000	0	0
FLOOR & DECOR HLDGS INC	CL A	339750101	53,944	1,035,000	SH		DFND		1,035,000	0	0
FLUOR CORP NEW	COM	343412102	8,583	150,000	SH	Call	DFND		150,000	0	0
FORTIVE CORP	COM	34959J108	38,943	502,364	SH		DFND		502,364	0	0
G-III APPAREL GROUP LTD	COM	36237H101	7,536	200,000	SH	Call	DFND		200,000	0	0
G-III APPAREL GROUP LTD	COM	36237H101	26,981	716,050	SH		DFND		716,050	0	0
GATES INDUSTRIAL CORPRATIN P	ORD SHS	G39108108	3,502	200,000	SH	Put	DFND		200,000	0	0
GATES INDUSTRIAL CORPRATIN P	ORD SHS	G39108108	24,921	1,423,233	SH		DFND		1,423,233	0	0
GATX CORP	COM	361448103	10,469	152,852	SH		DFND		152,852	0	0
GENERAL DYNAMICS CORP	COM	369550108	11,045	50,000	SH	Put	DFND		50,000	0	0
GENERAL DYNAMICS CORP	COM	369550108	43,962	199,015	SH		DFND		199,015	0	0
GENERAL ELECTRIC CO	COM	369604103	10,784	800,000	SH	Call	DFND		800,000	0	0
GENERAL ELECTRIC CO	COM	369604103	4,718	350,000	SH	Put	DFND		350,000	0	0
GRAINGER W W INC	COM	384802104	14,114	50,000	SH	Call	DFND		50,000	0	0
GRAPHIC PACKAGING HLDG CO	COM	388689101	8,443	550,000	SH		DFND		550,000	0	0
HALLIBURTON CO	COM	406216101	3,980	84,790	SH		DFND		84,790	0	0
HARRIS CORP DEL	COM	413875105	8,672	53,770	SH		DFND		53,770	0	0
HAYNES INTERNATIONAL INC	COM NEW	420877201	927	24,978	SH		DFND		24,978	0	0
HD SUPPLY HLDGS INC	COM	40416M105	2,755	72,611	SH		DFND		72,611	0	0
HILTON GRAND VACATIONS INC	COM	43283X105	42,129	979,280	SH		DFND		979,280	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	89,597	1,137,600	SH		DFND		1,137,600	0	0
HILTON WORLDWIDE HLDGS INC	COM	43300A203	39,380	500,000	SH	Call	DFND		500,000	0	0
HOME DEPOT INC	COM	437076102	22,280	125,000	SH		DFND		125,000	0	0
HONEYWELL INTL INC	COM	438516106	69,489	480,861	SH		DFND		480,861	0	0
HONEYWELL INTL INC	COM	438516106	37,573	260,000	SH	Put	DFND		260,000	0	0
HUB GROUP INC	CL A	443320106	29,445	703,576	SH		DFND		703,576	0	0
HUBBELL INC	COM	443510607	10,713	87,971	SH		DFND		87,971	0	0
HUDSON LTD	COM CL A	G46408103	17,740	1,115,000	SH		DFND		1,115,000	0	0
HUNTSMAN CORP	COM	447011107	3,260	111,451	SH		DFND		111,451	0	0
HYATT HOTELS CORP	COM CL A	448579102	155,473	2,038,728	SH		DFND		2,038,728	0	0
IAC INTERACTIVECORP	COM	44919P508	147,779	945,000	SH		DFND		945,000	0	0
IAC INTERACTIVECORP	COM	44919P508	54,733	350,000	SH	Call	DFND		350,000	0	0
ILG INC	COM	44967H101	31,110	1,000,000	SH	Call	DFND		1,000,000	0	0
ILG INC	COM	44967H101	43,934	1,412,200	SH		DFND		1,412,200	0	0
ILLINOIS TOOL WKS INC	COM	452308109	25,849	165,000	SH	Put	DFND		165,000	0	0
ILLINOIS TOOL WKS INC	COM	452308109	29,065	185,528	SH		DFND		185,528	0	0
INGERSOLL-RAND PLC	SHS	G47791101	20,390	238,446	SH		DFND		238,446	0	0
INGERSOLL-RAND PLC	SHS	G47791101	5,986	70,000	SH	Put	DFND		70,000	0	0
INTERNATIONAL GAME TECHNOLOG	SHS USD	G4863A108	13,365	500,000	SH	Call	DFND		500,000	0	0
INTERNATIONAL GAME TECHNOLOG	SHS USD	G4863A108	65,889	2,465,000	SH		DFND		2,465,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	30,366	200,000	SH	Call	DFND		200,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	227,745	1,500,000	SH	Put	DFND		1,500,000	0	0
ITT INC	COM	45073V108	9,796	200,000	SH	Put	DFND		200,000	0	0
ITT INC	COM	45073V108	32,389	661,261	SH		DFND		661,261	0	0
JACK IN THE BOX INC	COM	466367109	81,831	959,000	SH	Put	DFND		959,000	0	0
JASON INDS INC	COM	471172106	622	200,000	SH		DFND		200,000	0	0
JASON INDS INC	*W EXP 06/30/201	471172114	37	1,498,645	SH		DFND		1,498,645	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	19,382	550,000	SH	Call	DFND		550,000	0	0
KENNAMETAL INC	COM	489170100	16,064	400,000	SH	Call	DFND		400,000	0	0
KNIGHT SWIFT TRANSN HLDGS IN	CL A	499049104	72,650	1,578,998	SH		DFND		1,578,998	0	0
KOHLS CORP	COM	500255104	22,929	350,000	SH	Call	DFND		350,000	0	0
KRATON CORPORATION	COM	50077C106	1,908	40,000	SH		DFND		40,000	0	0
LANDSTAR SYS INC	COM	515098101	11,575	105,562	SH		DFND		105,562	0	0
LAS VEGAS SANDS CORP	COM	517834107	46,376	645,000	SH		DFND		645,000	0	0
LAS VEGAS SANDS CORP	COM	517834107	71,900	1,000,000	SH	Call	DFND		1,000,000	0	0
LAUDER ESTEE COS INC	CL A	518439104	44,916	300,000	SH	Put	DFND		300,000	0	0
LEAR CORP	COM NEW	521865204	4,652	25,000	SH	Put	DFND		25,000	0	0
LEAR CORP	COM NEW	521865204	8,011	43,047	SH		DFND		43,047	0	0
LENNAR CORP	CL A	526057104	53,930	915,000	SH		DFND		915,000	0	0
LENNAR CORP	CL A	526057104	8,841	150,000	SH	Call	DFND		150,000	0	0
LIBERTY BROADBAND CORP	COM SER A	530307107	20,838	245,727	SH		DFND		245,727	0	0
LOCKHEED MARTIN CORP	COM	539830109	25,345	75,000	SH	Put	DFND		75,000	0	0
LOCKHEED MARTIN CORP	COM	539830109	57,754	170,905	SH		DFND		170,905	0	0
LOWES COS INC	COM	548661107	6,143	70,000	SH		DFND		70,000	0	0
MADISON SQUARE GARDEN CO NEW	CL A	55825T103	89,717	365,000	SH		DFND		365,000	0	0
MARRIOTT INTL INC NEW	CL A	571903202	107,479	790,400	SH		DFND		790,400	0	0
MARRIOTT INTL INC NEW	CL A	571903202	135,980	1,000,000	SH	Call	DFND		1,000,000	0	0
MARRIOTT VACATIONS WRLDWDE C	COM	57164Y107	35,426	265,960	SH		DFND		265,960	0	0
MARTEN TRANS LTD	COM	573075108	6,970	305,694	SH		DFND		305,694	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	17,890	86,300	SH		DFND		86,300	0	0
MARTIN MARIETTA MATLS INC	COM	573284106	41,460	200,000	SH	Call	DFND		200,000	0	0
MASTEC INC	COM	576323109	4,797	101,950	SH		DFND		101,950	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	85,583	488,600	SH		DFND		488,600	0	0
MASTERCARD INCORPORATED	CL A	57636Q104	35,032	200,000	SH	Call	DFND		200,000	0	0
MCDONALDS CORP	COM	580135101	39,095	250,000	SH	Call	DFND		250,000	0	0
MELCO RESORT ENTERTAINMENT L	ADR	585464100	66,531	2,295,747	SH		DFND		2,295,747	0	0
MERITOR INC	COM	59001K100	3,084	150,000	SH	Put	DFND		150,000	0	0
MERITOR INC	COM	59001K100	3,533	171,855	SH		DFND		171,855	0	0
MGM RESORTS INTERNATIONAL	COM	552953101	17,510	500,000	SH	Call	DFND		500,000	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	24,832	400,000	SH	Call	DFND		400,000	0	0
MICHAEL KORS HLDGS LTD	SHS	G60754101	88,619	1,427,500	SH		DFND		1,427,500	0	0
MOSAIC CO NEW	COM	61945C103	10,319	425,000	SH		DFND		425,000	0	0
MSG NETWORK INC	CL A	553573106	11,498	508,740	SH		DFND		508,740	0	0
NAVISTAR INTL CORP NEW	COM	63934E108	5,410	154,718	SH		DFND		154,718	0	0
NEXEO SOLUTIONS INC	*W EXP 06/09/202	65342H110	125	171,624	SH		DFND		171,624	0	0
NEXSTAR MEDIA GROUP INC	CL A	65336K103	27,265	410,000	SH		DFND		410,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	13,965	40,000	SH	Put	DFND		40,000	0	0
NORTHROP GRUMMAN CORP	COM	666807102	63,067	180,647	SH		DFND		180,647	0	0
NORWEGIAN CRUISE LINE HLDGS	SHS	G66721104	31,782	600,000	SH	Call	DFND		600,000	0	0
NORWEGIAN CRUISE LINE HLDGS	SHS	G66721104	83,428	1,575,000	SH		DFND		1,575,000	0	0
O REILLY AUTOMOTIVE INC NEW	COM	67103H107	37,107	150,000	SH	Put	DFND		150,000	0	0
OMNOVA SOLUTIONS INC	COM	682129101	11,098	1,056,908	SH		DFND		1,056,908	0	0
OPGEN INC	*W EXP 05/08/202	68373L125	2	3,998	SH		DFND		3,998	0	0
ORION ENGINEERED CARBONS S A	COM	L72967109	2,946	108,696	SH		DFND		108,696	0	0
OSHKOSH CORP	COM	688239201	1,296	16,770	SH		DFND		16,770	0	0
OUTFRONT MEDIA INC	COM	69007J106	1,874	100,000	SH		DFND		100,000	0	0
PACCAR INC	COM	693718108	13,234	200,000	SH	Call	DFND		200,000	0	0
PAGSEGURO DIGITAL LTD	COM CL A	G68707101	20,896	545,303	SH		DFND		545,303	0	0
PARKER HANNIFIN CORP	COM	701094104	12,827	75,000	SH	Call	DFND		75,000	0	0
PARKER HANNIFIN CORP	COM	701094104	25,655	150,000	SH	Put	DFND		150,000	0	0
PARKER HANNIFIN CORP	COM	701094104	34,157	199,714	SH		DFND		199,714	0	0
PENN NATL GAMING INC	COM	707569109	29,017	1,105,000	SH		DFND		1,105,000	0	0
PENNEY J C INC	COM	708160106	6,871	2,275,000	SH		DFND		2,275,000	0	0
PENNEY J C INC	COM	708160106	4,530	1,500,000	SH	Call	DFND		1,500,000	0	0
PENTAIR PLC	SHS	G7S00T104	5,146	75,525	SH		DFND		75,525	0	0
PERFORMANCE FOOD GROUP CO	COM	71377A103	2,985	100,000	SH		DFND		100,000	0	0
PLANET FITNESS INC	CL A	72703H101	33,615	890,000	SH		DFND		890,000	0	0
POWERSHARES QQQ TRUST	UNIT SER 1	73935A104	32,026	200,000	SH	Call	DFND		200,000	0	0
POWERSHARES QQQ TRUST	UNIT SER 1	73935A104	320,260	2,000,000	SH	Put	DFND		2,000,000	0	0
PROSHARES TR II	VIX SH TRM FUTRS	74347W171	1,814	46,330	SH		DFND		46,330	0	0
PULTE GROUP INC	COM	745867101	891	30,217	SH		DFND		30,217	0	0
PVH CORP	COM	693656100	45,429	300,000	SH	Call	DFND		300,000	0	0
PVH CORP	COM	693656100	143,859	950,000	SH		DFND		950,000	0	0
QUANTA SVCS INC	COM	74762E102	4,466	130,000	SH	Put	DFND		130,000	0	0
QUANTA SVCS INC	COM	74762E102	6,855	199,576	SH		DFND		199,576	0	0
QUEST RESOURCE HLDG CORP	COM NEW	74836W203	16	7,357	SH		DFND		7,357	0	0
RALPH LAUREN CORP	CL A	751212101	27,950	250,000	SH		DFND		250,000	0	0
RAYTHEON CO	COM NEW	755111507	21,718	100,630	SH		DFND		100,630	0	0
RAYTHEON CO	COM NEW	755111507	6,475	30,000	SH	Put	DFND		30,000	0	0
RED ROCK RESORTS INC	CL A	75700L108	22,692	775,000	SH		DFND		775,000	0	0
REGAL BELOIT CORP	COM	758750103	14,670	200,000	SH	Call	DFND		200,000	0	0
RELIANCE STEEL & ALUMINUM CO	COM	759509102	2,144	25,000	SH		DFND		25,000	0	0
REPUBLIC SVCS INC	COM	760759100	7,626	115,140	SH		DFND		115,140	0	0
RESTAURANT BRANDS INTL INC	COM	76131D103	45,536	800,000	SH		DFND		800,000	0	0
RLJ LODGING TR	COM	74965L101	48,989	2,520,000	SH		DFND		2,520,000	0	0
ROCKWELL AUTOMATION INC	COM	773903109	6,968	40,000	SH	Call	DFND		40,000	0	0
ROPER TECHNOLOGIES INC	COM	776696106	9,600	34,200	SH		DFND		34,200	0	0
ROSS STORES INC	COM	778296103	93,576	1,200,000	SH		DFND		1,200,000	0	0
ROSS STORES INC	COM	778296103	77,980	1,000,000	SH	Call	DFND		1,000,000	0	0
ROYAL CARIBBEAN CRUISES LTD	COM	V7780T103	41,209	350,000	SH	Call	DFND		350,000	0	0
ROYAL CARIBBEAN CRUISES LTD	COM	V7780T103	69,643	591,500	SH		DFND		591,500	0	0
RUSH ENTERPRISES INC	CL A	781846209	47,082	1,108,067	SH		DFND		1,108,067	0	0
RYERSON HLDG CORP	COM	783754104	3,072	376,944	SH		DFND		376,944	0	0
RYMAN HOSPITALITY PPTYS INC	COM	78377T107	22,716	293,300	SH		DFND		293,300	0	0
SAIA INC	COM	78709Y105	33,555	446,508	SH		DFND		446,508	0	0
SELECT SECTOR SPDR TR	SBI CONS DISCR	81369Y407	25,323	250,000	SH	Put	DFND		250,000	0	0
SELECT SECTOR SPDR TR	SBI CONS STPLS	81369Y308	15,789	300,000	SH	Put	DFND		300,000	0	0
SELECT SECTOR SPDR TR	SBI INT-INDS	81369Y704	22,287	300,000	SH	Call	DFND		300,000	0	0
SELECT SECTOR SPDR TR	SBI INT-INDS	81369Y704	133,722	1,800,000	SH	Put	DFND		1,800,000	0	0
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	26,168	400,000	SH	Put	DFND		400,000	0	0
SELECT SECTOR SPDR TR	TECHNOLOGY	81369Y803	153,737	2,350,000	SH	Put	DFND		2,350,000	0	0
SELECT SECTOR SPDR TR	ENERGY	81369Y506	4,074	60,432	SH		DFND		60,432	0	0
SHUTTERFLY INC	COM	82568P304	21,938	270,000	SH		DFND		270,000	0	0
SKECHERS U S A INC	CL A	830566105	43,751	1,125,000	SH		DFND		1,125,000	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	657,875	2,500,000	SH	Call	DFND		2,500,000	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	468,407	1,780,000	SH	Put	DFND		1,780,000	0	0
SPDR SERIES TRUST	S&P HOMEBUILD	78464A888	20,395	500,000	SH	Put	DFND		500,000	0	0
SPDR SERIES TRUST	S&P OILGAS EXP	78464A730	5,283	150,000	SH	Call	DFND		150,000	0	0
SPDR SERIES TRUST	S&P OILGAS EXP	78464A730	10,566	300,000	SH	Put	DFND		300,000	0	0
SPDR SERIES TRUST	S&P RETAIL ETF	78464A714	36,326	820,000	SH	Put	DFND		820,000	0	0
SPDR SERIES TRUST	S&P OILGAS EXP	78464A730	12,130	344,398	SH		DFND		344,398	0	0
SPROUTS FMRS MKT INC	COM	85208M102	51,047	2,175,000	SH		DFND		2,175,000	0	0
STANLEY BLACK & DECKER INC	COM	854502101	5,015	32,737	SH		DFND		32,737	0	0
STARBUCKS CORP	COM	855244109	43,418	750,000	SH	Put	DFND		750,000	0	0
SUMMIT MATLS INC	CL A	86614U100	5,366	177,200	SH		DFND		177,200	0	0
SUPERVALU INC	COM NEW	868536301	21,627	1,420,000	SH		DFND		1,420,000	0	0
SYNTHETIC BIOLOGICS INC	COM	87164U102	72	225,000	SH	Call	DFND		225,000	0	0
SYNTHETIC BIOLOGICS INC	COM	87164U102	32	100,000	SH		DFND		100,000	0	0
TAPESTRY INC	COM	876030107	86,807	1,650,000	SH		DFND		1,650,000	0	0
TELEDYNE TECHNOLOGIES INC	COM	879360105	26,192	139,936	SH		DFND		139,936	0	0
TEREX CORP NEW	COM	880779103	7,482	200,000	SH	Call	DFND		200,000	0	0
TEXTRON INC	COM	883203101	8,256	140,000	SH	Put	DFND		140,000	0	0
TEXTRON INC	COM	883203101	23,533	399,071	SH		DFND		399,071	0	0
THE TRADE DESK INC	COM CL A	88339J105	9,924	200,000	SH		DFND		200,000	0	0
THOR INDS INC	COM	885160101	71,981	625,000	SH		DFND		625,000	0	0
THOR INDS INC	COM	885160101	57,585	500,000	SH	Call	DFND		500,000	0	0
TIMKEN CO	COM	887389104	20,520	450,000	SH	Call	DFND		450,000	0	0
TJX COS INC NEW	COM	872540109	32,624	400,000	SH	Put	DFND		400,000	0	0
TRONOX LTD	SHS CL A	Q9235V101	1,459	79,100	SH		DFND		79,100	0	0
TWENTY FIRST CENTY FOX INC	CL A	90130A101	3,669	100,000	SH		DFND		100,000	0	0
ULTA BEAUTY INC	COM	90384S303	24,002	117,500	SH		DFND		117,500	0	0
ULTA BEAUTY INC	COM	90384S303	69,656	341,000	SH	Call	DFND		341,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	26,165	250,000	SH	Call	DFND		250,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	48,667	465,000	SH		DFND		465,000	0	0
UNITED RENTALS INC	COM	911363109	23,506	136,084	SH		DFND		136,084	0	0
UNITED RENTALS INC	COM	911363109	25,910	150,000	SH	Put	DFND		150,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	12,582	100,000	SH	Put	DFND		100,000	0	0
UNITED TECHNOLOGIES CORP	COM	913017109	41,261	327,940	SH		DFND		327,940	0	0
URBAN OUTFITTERS INC	COM	917047102	15,481	418,870	SH		DFND		418,870	0	0
US FOODS HLDG CORP	COM	912008109	61,444	1,875,000	SH		DFND		1,875,000	0	0
USA TRUCK INC	COM	902925106	9,791	384,125	SH		DFND		384,125	0	0
V F CORP	COM	918204108	44,472	600,000	SH	Call	DFND		600,000	0	0
VAIL RESORTS INC	COM	91879Q109	22,170	100,000	SH	Put	DFND		100,000	0	0
VANECK VECTORS ETF TR	OIL SVCS ETF	92189F718	7,161	300,000	SH	Call	DFND		300,000	0	0
VANECK VECTORS ETF TR	OIL SVCS ETF	92189F718	11,935	500,000	SH	Put	DFND		500,000	0	0
VANECK VECTORS ETF TR	OIL SVCS ETF	92189F718	11,792	494,012	SH		DFND		494,012	0	0
VENATOR MATLS PLC	SHS	G9329Z100	10,040	555,000	SH		DFND		555,000	0	0
VIPSHOP HLDGS LTD	SPONSORED ADR	92763W103	11,052	665,000	SH		DFND		665,000	0	0
VISA INC	COM CL A	92826C839	176,440	1,475,000	SH		DFND		1,475,000	0	0
VISA INC	COM CL A	92826C839	59,810	500,000	SH	Put	DFND		500,000	0	0
VOLKSWAGON	COM	005497168	11,869	59,679	SH		DFND		59,679	0	0
WABASH NATL CORP	COM	929566107	6,359	305,564	SH		DFND		305,564	0	0
WABCO HLDGS INC	COM	92927K102	6,726	50,244	SH		DFND		50,244	0	0
WASTE CONNECTIONS INC	COM	94106B101	58,776	819,287	SH		DFND		819,287	0	0
WASTE CONNECTIONS INC	COM	94106B101	7,174	100,000	SH	Put	DFND		100,000	0	0
WASTE MGMT INC DEL	COM	94106L109	12,282	146,000	SH		DFND		146,000	0	0
WESTLAKE CHEM CORP	COM	960413102	13,784	124,011	SH		DFND		124,011	0	0
WESTROCK CO	COM	96145D105	6,417	100,000	SH		DFND		100,000	0	0
WILLIAMS SONOMA INC	COM	969904101	10,552	200,000	SH	Call	DFND		200,000	0	0
WINNEBAGO INDS INC	COM	974637100	9,400	250,000	SH	Call	DFND		250,000	0	0
WORLD WRESTLING ENTMT INC	CL A	98156Q108	16,205	450,000	SH		DFND		450,000	0	0
WYNDHAM WORLDWIDE CORP	COM	98310W108	60,076	525,000	SH	Call	DFND		525,000	0	0
WYNN RESORTS LTD	COM	983134107	282,658	1,550,000	SH	Call	DFND		1,550,000	0	0
WYNN RESORTS LTD	COM	983134107	117,622	645,000	SH		DFND		645,000	0	0
XYLEM INC	COM	98419M100	5,384	70,000	SH	Put	DFND		70,000	0	0
XYLEM INC	COM	98419M100	26,914	349,892	SH		DFND		349,892	0	0
YANDEX N V	SHS CLASS A	N97284108	19,725	500,000	SH	Call	DFND		500,000	0	0
YANDEX N V	SHS CLASS A	N97284108	43,001	1,090,000	SH		DFND		1,090,000	0	0
YUM BRANDS INC	COM	988498101	29,796	350,000	SH	Put	DFND		350,000	0	0