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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 69,175 | 625,000 | SH | | DFND | | 625,000 | 0 | 0 |
AEROPOSTALE | COM | 007865108 | 9,090 | 1,000,000 | SH | Call | DFND | | 1,000,000 | 0 | 0 |
ALBEMARLE CORP | COM | 012653101 | 3,170 | 50,000 | SH | | DFND | | 50,000 | 0 | 0 |
AMERICAN AXLE & MFG HLDGS IN | COM | 024061103 | 22,706 | 1,110,296 | SH | | DFND | | 1,110,296 | 0 | 0 |
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 8,658 | 601,220 | SH | | DFND | | 601,220 | 0 | 0 |
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 7,200 | 500,000 | SH | Call | DFND | | 500,000 | 0 | 0 |
AMETEK INC NEW | COM | 031100100 | 7,901 | 150,000 | SH | | DFND | | 150,000 | 0 | 0 |
AMIRA NATURE FOODS LTD | SHS | G0335L102 | 2,765 | 175,437 | SH | | DFND | | 175,437 | 0 | 0 |
ANN INC | COM | 035623107 | 6,398 | 175,000 | SH | | DFND | | 175,000 | 0 | 0 |
ANNIES INC | COM | 03600T104 | 1,291 | 30,000 | SH | | DFND | | 30,000 | 0 | 0 |
ARDMORE SHIPPING CORP | COM | Y0207T100 | 1,786 | 114,755 | SH | | DFND | | 114,755 | 0 | 0 |
ARKEMA S.A. | COM | B0Z5YZ2 | 3,823 | 32,773 | SH | | DFND | | 32,773 | 0 | 0 |
ASCENA RETAIL GROUP INC | COM | 04351G101 | 11,340 | 535,900 | SH | | DFND | | 535,900 | 0 | 0 |
AVIS BUDGET GROUP | COM | 053774105 | 10,142 | 250,919 | SH | | DFND | | 250,919 | 0 | 0 |
BERRY PLASTICS GROUP INC | COM | 08579W103 | 2,373 | 99,735 | SH | | DFND | | 99,735 | 0 | 0 |
BEST BUY INC | COM | 086516101 | 55,801 | 1,399,219 | SH | | DFND | | 1,399,219 | 0 | 0 |
BEST BUY INC | COM | 086516101 | 39,880 | 1,000,000 | SH | Call | DFND | | 1,000,000 | 0 | 0 |
BON-TON STORES INC | COM | 09776J101 | 1,717 | 105,728 | SH | | DFND | | 105,728 | 0 | 0 |
BORGWARNER INC | COM | 099724106 | 23,625 | 422,550 | SH | | DFND | | 422,550 | 0 | 0 |
BOYD GAMING CORP | COM | 103304101 | 6,756 | 600,000 | SH | Call | DFND | | 600,000 | 0 | 0 |
BRINKER INTL INC | COM | 109641100 | 14,184 | 306,088 | SH | | DFND | | 306,088 | 0 | 0 |
BRUNSWICK CORP | COM | 117043109 | 23,030 | 500,000 | SH | | DFND | | 500,000 | 0 | 0 |
BURLINGTON STORES INC | COM | 122017106 | 29,603 | 925,101 | SH | | DFND | | 925,101 | 0 | 0 |
CABELAS INC | COM | 126804301 | 1,667 | 25,000 | SH | | DFND | | 25,000 | 0 | 0 |
CALLAWAY GOLF CO | COM | 131193104 | 3,794 | 450,000 | SH | | DFND | | 450,000 | 0 | 0 |
CARMAX INC | COM | 143130102 | 23,510 | 500,000 | SH | Call | DFND | | 500,000 | 0 | 0 |
CARMAX INC | COM | 143130102 | 40,376 | 858,700 | SH | | DFND | | 858,700 | 0 | 0 |
CBS CORP NEW | CL B | 124857202 | 57,366 | 900,000 | SH | | DFND | | 900,000 | 0 | 0 |
CHANNELADVISOR CORP | COM | 159179100 | 3,283 | 78,710 | SH | | DFND | | 78,710 | 0 | 0 |
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 57,274 | 418,790 | SH | | DFND | | 418,790 | 0 | 0 |
CHICAGO BRIDGE & IRON CO N V | COM | 167250109 | 21,156 | 254,458 | SH | | DFND | | 254,458 | 0 | 0 |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 7,992 | 15,000 | SH | | DFND | | 15,000 | 0 | 0 |
CLIFFS NAT RES INC | COM | 18683K101 | 4,066 | 155,137 | SH | | DFND | | 155,137 | 0 | 0 |
CLUBCORP HLDGS INC | COM | 18948M108 | 5,056 | 285,000 | SH | | DFND | | 285,000 | 0 | 0 |
COMMERCIAL METALS CO | COM | 201723103 | 5,141 | 252,900 | SH | | DFND | | 252,900 | 0 | 0 |
COMMITTED CAPITAL ACQ CORP | COM | 20261V103 | 1,006 | 175,000 | SH | | DFND | | 175,000 | 0 | 0 |
CONNS INC | COM | 208242107 | 46,427 | 590,000 | SH | | DFND | | 590,000 | 0 | 0 |
CONSOL ENERGY INC | COM | 20854P109 | 7,119 | 187,132 | SH | | DFND | | 187,132 | 0 | 0 |
CONSTELLIUM HOLDCO B V | CL A | N22035104 | 2,327 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
COSI INC | COM NEW | 22122P200 | 492 | 292,883 | SH | | DFND | | 292,883 | 0 | 0 |
COVENANT TRANSN GROUP INC | CL A | 22284P105 | 705 | 85,869 | SH | | DFND | | 85,869 | 0 | 0 |
CRIMSON WINE GROUP LTD. | COM | 22662X100 | 2,550 | 288,126 | SH | | DFND | | 288,126 | 0 | 0 |
CROCS INC | COM | 227046109 | 18,669 | 1,172,703 | SH | | DFND | | 1,172,703 | 0 | 0 |
DANAHER CORP DEL | COM | 235851102 | 10,422 | 135,000 | SH | | DFND | | 135,000 | 0 | 0 |
DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 589 | 25,000 | SH | | DFND | | 25,000 | 0 | 0 |
DELEK US HLDGS INC | COM | 246647101 | 3,441 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 41,403 | 688,555 | SH | | DFND | | 688,555 | 0 | 0 |
DIAMONDROCK HOSPITALITY CO | COM | 252784301 | 4,555 | 394,400 | SH | | DFND | | 394,400 | 0 | 0 |
DILLARDS INC | CL A | 254067101 | 50,493 | 519,422 | SH | | DFND | | 519,422 | 0 | 0 |
DINEEQUITY INC | COM | 254423106 | 22,305 | 266,970 | SH | | DFND | | 266,970 | 0 | 0 |
DOLLAR GEN CORP NEW | COM | 256677105 | 65,876 | 1,092,112 | SH | | DFND | | 1,092,112 | 0 | 0 |
DOMTAR CORP | COM NEW | 257559203 | 7,946 | 84,223 | SH | | DFND | | 84,223 | 0 | 0 |
EASTMAN CHEM CO | COM | 277432100 | 14,219 | 176,200 | SH | | DFND | | 176,200 | 0 | 0 |
EATON CORP PLC | SHS | G29183103 | 48,391 | 635,721 | SH | | DFND | | 635,721 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 52,521 | 2,289,499 | SH | | DFND | | 2,289,499 | 0 | 0 |
ENPRO INDS INC | COM | 29355X107 | 12,134 | 210,482 | SH | | DFND | | 210,482 | 0 | 0 |
ETHAN ALLEN INTERIORS INC | COM | 297602104 | 3,228 | 106,100 | SH | | DFND | | 106,100 | 0 | 0 |
EXELIS INC | COM | 30162A108 | 3,649 | 191,438 | SH | | DFND | | 191,438 | 0 | 0 |
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 3,808 | 145,000 | SH | | DFND | | 145,000 | 0 | 0 |
FERRO CORP | COM | 315405100 | 5,196 | 405,000 | SH | | DFND | | 405,000 | 0 | 0 |
FIFTH & PAC COS INC | COM | 316645100 | 24,053 | 750,000 | SH | Call | DFND | | 750,000 | 0 | 0 |
FIFTH & PAC COS INC | COM | 316645100 | 136,377 | 4,252,468 | SH | | DFND | | 4,252,468 | 0 | 0 |
FIVE BELOW INC | COM | 33829M101 | 11,015 | 255,000 | SH | | DFND | | 255,000 | 0 | 0 |
FIVE BELOW INC | COM | 33829M101 | 10,800 | 250,000 | SH | Call | DFND | | 250,000 | 0 | 0 |
FLOWERS FOODS INC | COM | 343498101 | 1,891 | 88,060 | SH | | DFND | | 88,060 | 0 | 0 |
FOOT LOCKER INC | COM | 344849104 | 52,682 | 1,271,281 | SH | | DFND | | 1,271,281 | 0 | 0 |
FORESTAR GROUP INC | COM | 346233109 | 5,015 | 235,800 | SH | | DFND | | 235,800 | 0 | 0 |
FOSSIL GROUP INC | COM | 34988V106 | 83,958 | 700,000 | SH | Put | DFND | | 700,000 | 0 | 0 |
FOSTER WHEELER AG | COM | H27178104 | 17,326 | 525,000 | SH | | DFND | | 525,000 | 0 | 0 |
FREEPORT-MCMORAN COPPER & GO | COM | 35671D857 | 5,174 | 137,100 | SH | | DFND | | 137,100 | 0 | 0 |
GAMESTOP CORP NEW | CL A | 36467W109 | 56,217 | 1,141,233 | SH | | DFND | | 1,141,233 | 0 | 0 |
GENERAL MTRS CO | COM | 37045V100 | 63,264 | 1,547,942 | SH | | DFND | | 1,547,942 | 0 | 0 |
GENESEE & WYO INC | CL A | 371559105 | 6,704 | 69,800 | SH | | DFND | | 69,800 | 0 | 0 |
GEVO INC | COM | 374396109 | 107 | 75,000 | SH | | DFND | | 75,000 | 0 | 0 |
GEVO INC | COM | 374396109 | 215 | 150,000 | SH | Call | DFND | | 150,000 | 0 | 0 |
GLOBAL CASH ACCESS HLDGS INC | COM | 378967103 | 1,409 | 141,000 | SH | | DFND | | 141,000 | 0 | 0 |
GLOBE SPECIALTY METALS INC | COM | 37954N206 | 2,736 | 151,900 | SH | | DFND | | 151,900 | 0 | 0 |
GNC HLDGS INC | COM CL A | 36191G107 | 63,303 | 1,083,024 | SH | | DFND | | 1,083,024 | 0 | 0 |
GRAINGER W W INC | COM | 384802104 | 11,783 | 46,132 | SH | | DFND | | 46,132 | 0 | 0 |
GREENBRIER COS INC | COM | 393657101 | 9,174 | 279,350 | SH | | DFND | | 279,350 | 0 | 0 |
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 6,160 | 86,734 | SH | | DFND | | 86,734 | 0 | 0 |
GROUPON INC | COM CL A | 399473107 | 22,354 | 1,900,000 | SH | Call | DFND | | 1,900,000 | 0 | 0 |
HANESBRANDS INC | COM | 410345102 | 107,602 | 1,531,262 | SH | | DFND | | 1,531,262 | 0 | 0 |
HD SUPPLY HLDGS INC | COM | 40416M105 | 24,273 | 1,010,934 | SH | | DFND | | 1,010,934 | 0 | 0 |
HEARTLAND EXPRESS INC | COM | 422347104 | 9,821 | 500,584 | SH | | DFND | | 500,584 | 0 | 0 |
HERSHA HOSPITALITY TR | SH BEN INT A | 427825104 | 4,178 | 750,000 | SH | | DFND | | 750,000 | 0 | 0 |
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 83,324 | 2,911,401 | SH | | DFND | | 2,911,401 | 0 | 0 |
HEXCEL CORP NEW | COM | 428291108 | 3,597 | 80,480 | SH | | DFND | | 80,480 | 0 | 0 |
HOME DEPOT INC | COM | 437076102 | 59,765 | 725,830 | SH | | DFND | | 725,830 | 0 | 0 |
HONEYWELL INTL INC | COM | 438516106 | 52,430 | 573,825 | SH | | DFND | | 573,825 | 0 | 0 |
HORNBECK OFFSHORE SVCS INC N | COM | 440543106 | 3,765 | 76,481 | SH | | DFND | | 76,481 | 0 | 0 |
HUB GROUP INC | CL A | 443320106 | 27,310 | 684,803 | SH | | DFND | | 684,803 | 0 | 0 |
HUNTINGTON INGALLS INDS INC | COM | 446413106 | 6,923 | 76,913 | SH | | DFND | | 76,913 | 0 | 0 |
ILLINOIS TOOL WKS INC | COM | 452308109 | 12,612 | 150,000 | SH | | DFND | | 150,000 | 0 | 0 |
ITT CORP NEW | COM NEW | 450911201 | 9,412 | 216,764 | SH | | DFND | | 216,764 | 0 | 0 |
JARDEN CORP | COM | 471109108 | 68,984 | 1,124,436 | SH | | DFND | | 1,124,436 | 0 | 0 |
JOHNSON CTLS INC | COM | 478366107 | 88,508 | 1,725,296 | SH | | DFND | | 1,725,296 | 0 | 0 |
KAR AUCTION SVCS INC | COM | 48238T109 | 5,910 | 200,000 | SH | | DFND | | 200,000 | 0 | 0 |
KNIGHT TRANSN INC | COM | 499064103 | 1,497 | 81,640 | SH | | DFND | | 81,640 | 0 | 0 |
LAMAR ADVERTISING CO | CL A | 512815101 | 21,978 | 420,640 | SH | | DFND | | 420,640 | 0 | 0 |
LAMAR ADVERTISING CO | CL A | 512815101 | 38,874 | 744,000 | SH | Call | DFND | | 744,000 | 0 | 0 |
LAS VEGAS SANDS CORP | COM | 517834107 | 20,901 | 265,000 | SH | | DFND | | 265,000 | 0 | 0 |
LEAR CORP | COM NEW | 521865204 | 47,119 | 581,935 | SH | | DFND | | 581,935 | 0 | 0 |
LENNAR CORP | CL A | 526057104 | 5,888 | 148,825 | SH | | DFND | | 148,825 | 0 | 0 |
LENNOX INTL INC | COM | 526107107 | 7,715 | 90,697 | SH | | DFND | | 90,697 | 0 | 0 |
LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 33,758 | 1,150,200 | SH | | DFND | | 1,150,200 | 0 | 0 |
LIN MEDIA LLC | CL A COM | 532771102 | 22,093 | 769,533 | SH | | DFND | | 769,533 | 0 | 0 |
LINCOLN ELEC HLDGS INC | COM | 533900106 | 11,270 | 157,978 | SH | | DFND | | 157,978 | 0 | 0 |
LITHIA MTRS INC | CL A | 536797103 | 35,846 | 516,371 | SH | | DFND | | 516,371 | 0 | 0 |
LULULEMON ATHLETICA INC | COM | 550021109 | 21,634 | 366,500 | SH | | DFND | | 366,500 | 0 | 0 |
LUMBER LIQUIDATORS HLDGS INC | COM | 55003T107 | 67,974 | 660,648 | SH | | DFND | | 660,648 | 0 | 0 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 4,014 | 50,000 | SH | | DFND | | 50,000 | 0 | 0 |
MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 22,271 | 409,164 | SH | | DFND | | 409,164 | 0 | 0 |
MANPOWERGROUP INC | COM | 56418H100 | 34,218 | 398,531 | SH | | DFND | | 398,531 | 0 | 0 |
MASTEC INC | COM | 576323109 | 14,694 | 449,074 | SH | | DFND | | 449,074 | 0 | 0 |
MEADWESTVACO CORP | COM | 583334107 | 8,903 | 241,079 | SH | | DFND | | 241,079 | 0 | 0 |
MENS WEARHOUSE INC | COM | 587118100 | 25,540 | 500,000 | SH | Put | DFND | | 500,000 | 0 | 0 |
MENS WEARHOUSE INC | COM | 587118100 | 26,760 | 523,883 | SH | | DFND | | 523,883 | 0 | 0 |
MERITOR INC | COM | 59001K100 | 13,395 | 1,284,233 | SH | | DFND | | 1,284,233 | 0 | 0 |
METHANEX CORP | COM | 59151K108 | 11,696 | 197,439 | SH | | DFND | | 197,439 | 0 | 0 |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,764 | 75,000 | SH | | DFND | | 75,000 | 0 | 0 |
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 20,298 | 250,000 | SH | | DFND | | 250,000 | 0 | 0 |
MOHAWK INDS INC | COM | 608190104 | 9,788 | 65,736 | SH | | DFND | | 65,736 | 0 | 0 |
NCI BUILDING SYS INC | COM NEW | 628852204 | 2,193 | 125,000 | SH | | DFND | | 125,000 | 0 | 0 |
NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 41,360 | 742,152 | SH | | DFND | | 742,152 | 0 | 0 |
NORFOLK SOUTHERN CORP | COM | 655844108 | 17,638 | 190,000 | SH | | DFND | | 190,000 | 0 | 0 |
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 2,660 | 75,000 | SH | | DFND | | 75,000 | 0 | 0 |
OM GROUP INC | COM | 670872100 | 5,174 | 142,093 | SH | | DFND | | 142,093 | 0 | 0 |
PARKER HANNIFIN CORP | COM | 701094104 | 31,234 | 242,800 | SH | | DFND | | 242,800 | 0 | 0 |
PHILLIPS 66 | COM | 718546104 | 5,592 | 72,500 | SH | | DFND | | 72,500 | 0 | 0 |
PINNACLE ENTMT INC | COM | 723456109 | 25,990 | 1,000,000 | SH | | DFND | | 1,000,000 | 0 | 0 |
PLATFORM ACQ HOLDING | COM | BF7BYM0 | 3,500 | 250,000 | SH | | DFND | | 250,000 | 0 | 0 |
POTASH CORP SASK INC | COM | 73755L107 | 5,800 | 175,958 | SH | | DFND | | 175,958 | 0 | 0 |
PPG INDS INC | COM | 693506107 | 13,276 | 70,000 | SH | | DFND | | 70,000 | 0 | 0 |
PVH CORP | COM | 693656100 | 17,683 | 130,000 | SH | Put | DFND | | 130,000 | 0 | 0 |
PVH CORP | COM | 693656100 | 57,815 | 425,046 | SH | | DFND | | 425,046 | 0 | 0 |
QUANTA SVCS INC | COM | 74762E102 | 29,134 | 923,131 | SH | | DFND | | 923,131 | 0 | 0 |
QUINPARIO ACQUISITION CORP | UNIT 99/99/9999 | 74874R207 | 12,093 | 1,125,000 | SH | | DFND | | 1,125,000 | 0 | 0 |
RALPH LAUREN CORP | CL A | 751212101 | 86,519 | 490,000 | SH | Call | DFND | | 490,000 | 0 | 0 |
RALPH LAUREN CORP | CL A | 751212101 | 52,424 | 296,900 | SH | | DFND | | 296,900 | 0 | 0 |
REALOGY HLDGS CORP | COM | 75605Y106 | 37,121 | 750,380 | SH | | DFND | | 750,380 | 0 | 0 |
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 35,689 | 530,300 | SH | | DFND | | 530,300 | 0 | 0 |
RESTORATION HARDWARE HLDGS I | COM | 761283100 | 13,460 | 200,000 | SH | Call | DFND | | 200,000 | 0 | 0 |
RITE AID CORP | COM | 767754104 | 25,806 | 5,099,936 | SH | | DFND | | 5,099,936 | 0 | 0 |
ROCK-TENN CO | CL A | 772739207 | 8,926 | 85,000 | SH | | DFND | | 85,000 | 0 | 0 |
ROCKWELL AUTOMATION INC | COM | 773903109 | 53,572 | 453,386 | SH | | DFND | | 453,386 | 0 | 0 |
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 48,841 | 1,615,634 | SH | | DFND | | 1,615,634 | 0 | 0 |
SCIENTIFIC GAMES CORP | CL A | 80874P109 | 17,777 | 1,050,000 | SH | | DFND | | 1,050,000 | 0 | 0 |
SCRIPPS E W CO OHIO | CL A NEW | 811054402 | 1,723 | 79,344 | SH | | DFND | | 79,344 | 0 | 0 |
SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 20,904 | 400,000 | SH | Put | DFND | | 400,000 | 0 | 0 |
SHUTTERSTOCK INC | COM | 825690100 | 18,613 | 222,561 | SH | | DFND | | 222,561 | 0 | 0 |
SONIC CORP | COM | 835451105 | 1,894 | 93,800 | SH | | DFND | | 93,800 | 0 | 0 |
SOUTHERN COPPER CORP | COM | 84265V105 | 4,307 | 150,000 | SH | | DFND | | 150,000 | 0 | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 184,690 | 1,000,000 | SH | Put | DFND | | 1,000,000 | 0 | 0 |
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 12,233 | 173,400 | SH | | DFND | | 173,400 | 0 | 0 |
SPX CORP | COM | 784635104 | 15,723 | 157,846 | SH | | DFND | | 157,846 | 0 | 0 |
STANDARD PAC CORP NEW | COM | 85375C101 | 9,572 | 1,057,680 | SH | | DFND | | 1,057,680 | 0 | 0 |
STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 11,918 | 150,000 | SH | | DFND | | 150,000 | 0 | 0 |
SWIFT TRANSN CO | CL A | 87074U101 | 66,630 | 3,000,000 | SH | | DFND | | 3,000,000 | 0 | 0 |
TARGET CORP | COM | 87612E106 | 6,327 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
TESORO CORP | COM | 881609101 | 5,850 | 100,000 | SH | | DFND | | 100,000 | 0 | 0 |
TEXTRON INC | COM | 883203101 | 18,068 | 491,500 | SH | | DFND | | 491,500 | 0 | 0 |
THE ADT CORPORATION | COM | 00101J106 | 38,052 | 940,244 | SH | | DFND | | 940,244 | 0 | 0 |
TIFFANY & CO NEW | COM | 886547108 | 39,501 | 425,745 | SH | | DFND | | 425,745 | 0 | 0 |
TIFFANY & CO NEW | COM | 886547108 | 18,556 | 200,000 | SH | Call | DFND | | 200,000 | 0 | 0 |
TRAVELCENTERS OF AMERICA LLC | COM | 894174101 | 19 | 2,000 | SH | | DFND | | 2,000 | 0 | 0 |
TRIBUNE COMPANY | COM | 896047503 | 58,234 | 756,285 | SH | | DFND | | 756,285 | 0 | 0 |
TRW AUTOMOTIVE HLDGS CORP | COM | 87264S106 | 55,220 | 742,304 | SH | | DFND | | 742,304 | 0 | 0 |
TUESDAY MORNING CORP | COM NEW | 899035505 | 14,150 | 886,620 | SH | | DFND | | 886,620 | 0 | 0 |
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 46,004 | 1,308,057 | SH | | DFND | | 1,308,057 | 0 | 0 |
TYSON FOODS INC | CL A | 902494103 | 15,057 | 450,000 | SH | | DFND | | 450,000 | 0 | 0 |
ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 28,956 | 300,000 | SH | Call | DFND | | 300,000 | 0 | 0 |
UNDER ARMOUR INC | CL A | 904311107 | 24,444 | 280,000 | SH | Put | DFND | | 280,000 | 0 | 0 |
UNITED RENTALS INC | COM | 911363109 | 15,980 | 205,000 | SH | | DFND | | 205,000 | 0 | 0 |
UNITED STATES STL CORP NEW | COM | 912909108 | 11,991 | 406,462 | SH | | DFND | | 406,462 | 0 | 0 |
V F CORP | COM | 918204108 | 67,327 | 1,080,000 | SH | Put | DFND | | 1,080,000 | 0 | 0 |
VIACOM INC NEW | CL B | 92553P201 | 44,543 | 510,000 | SH | Call | DFND | | 510,000 | 0 | 0 |
VISTEON CORP | COM NEW | 92839U206 | 6,142 | 75,000 | SH | | DFND | | 75,000 | 0 | 0 |
VULCAN MATLS CO | COM | 929160109 | 7,287 | 122,638 | SH | | DFND | | 122,638 | 0 | 0 |
WABCO HLDGS INC | COM | 92927K102 | 23,353 | 250,000 | SH | | DFND | | 250,000 | 0 | 0 |
WERNER ENTERPRISES INC | COM | 950755108 | 3,052 | 123,395 | SH | | DFND | | 123,395 | 0 | 0 |
WESCO INTL INC | COM | 95082P105 | 6,830 | 75,000 | SH | | DFND | | 75,000 | 0 | 0 |
WESTLAKE CHEM CORP | COM | 960413102 | 10,150 | 83,148 | SH | | DFND | | 83,148 | 0 | 0 |
WHITEWAVE FOODS CO | COM CL A | 966244105 | 4,588 | 200,000 | SH | | DFND | | 200,000 | 0 | 0 |
WOLVERINE WORLD WIDE INC | COM | 978097103 | 4,252 | 125,200 | SH | | DFND | | 125,200 | 0 | 0 |
ZALE CORP NEW | COM | 988858106 | 16,655 | 1,056,114 | SH | | DFND | | 1,056,114 | 0 | 0 |