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 |
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| 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 | 37,422 | 1,800,000 | SH | DFND | 1,800,000 | 0 | 0 | ||
| AK STL HLDG CORP | COM | 001547108 | 1,202 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 4,418 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| ALCOA INC | COM | 013817101 | 4,023 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 6,397 | 72,000 | SH | DFND | 72,000 | 0 | 0 | ||
| ALPHA NATURAL RESOURCES INC | COM | 02076X102 | 2,480 | 1,000,000 | SH | DFND | 1,000,000 | 0 | 0 | ||
| ARDMORE SHIPPING CORP | COM | Y0207T100 | 738 | 67,688 | SH | DFND | 67,688 | 0 | 0 | ||
| ASHLAND INC NEW | COM | 044209104 | 6,537 | 62,800 | SH | DFND | 62,800 | 0 | 0 | ||
| ASHTEAD GROUP PLC | COM | 53673 | 12,784 | 756,000 | SH | DFND | 756,000 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 15,290 | 30,000 | SH | Put | DFND | 30,000 | 0 | 0 | |
| AVIS BUDGET GROUP | COM | 053774105 | 52,179 | 950,603 | SH | DFND | 950,603 | 0 | 0 | ||
| B/E AEROSPACE INC | COM | 073302101 | 56,240 | 670,000 | SH | DFND | 670,000 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 7,888 | 312,500 | SH | DFND | 312,500 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 8,398 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| BLOOMIN BRANDS INC | COM | 094235108 | 12,838 | 700,000 | SH | DFND | 700,000 | 0 | 0 | ||
| BON-TON STORES INC | COM | 09776J101 | 1,298 | 155,235 | SH | DFND | 155,235 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 10,785 | 205,000 | SH | DFND | 205,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 1,391 | 136,923 | SH | DFND | 136,923 | 0 | 0 | ||
| BRINKER INTL INC | COM | 109641100 | 17,862 | 351,678 | SH | DFND | 351,678 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 48,461 | 1,150,000 | SH | DFND | 1,150,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 36,432 | 914,000 | SH | DFND | 914,000 | 0 | 0 | ||
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 13,596 | 205,000 | SH | DFND | 205,000 | 0 | 0 | ||
| CABELAS INC | COM | 126804301 | 23,855 | 405,000 | SH | DFND | 405,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 11,403 | 1,575,000 | SH | DFND | 1,575,000 | 0 | 0 | ||
| CALPINE CORP | COM NEW | 131347304 | 4,917 | 226,577 | SH | DFND | 226,577 | 0 | 0 | ||
| CANADIAN NATL RY CO | COM | 136375102 | 24,836 | 350,000 | SH | DFND | 350,000 | 0 | 0 | ||
| CANADIAN PAC RY LTD | COM | 13645T100 | 20,747 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 13,006 | 280,000 | SH | DFND | 280,000 | 0 | 0 | ||
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | 2,258 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| CATERPILLAR INC DEL | COM | 149123101 | 14,855 | 150,000 | SH | Put | DFND | 150,000 | 0 | 0 | |
| CELANESE CORP DEL | COM SER A | 150870103 | 11,704 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| CF INDS HLDGS INC | COM | 125269100 | 13,961 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 81,967 | 541,500 | SH | DFND | 541,500 | 0 | 0 | ||
| CHICOS FAS INC | COM | 168615102 | 14,770 | 1,000,000 | SH | Call | DFND | 1,000,000 | 0 | 0 | |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 16,665 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| CLUBCORP HLDGS INC | COM | 18948M108 | 7,534 | 379,905 | SH | DFND | 379,905 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 67,763 | 1,260,000 | SH | DFND | 1,260,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 4,358 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| COSI INC | COM NEW | 22122P200 | 658 | 292,583 | SH | DFND | 292,583 | 0 | 0 | ||
| COVENANT TRANSN GROUP INC | CL A | 22284P105 | 237 | 12,747 | SH | DFND | 12,747 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 16,030 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| CSX CORP | COM | 126408103 | 24,042 | 749,900 | SH | DFND | 749,900 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 13,198 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| DANAHER CORP DEL | COM | 235851102 | 32,276 | 424,800 | SH | DFND | 424,800 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 12,865 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| DELEK US HLDGS INC | COM | 246647101 | 7,437 | 224,541 | SH | DFND | 224,541 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 6,134 | 100,000 | SH | Call | DFND | 100,000 | 0 | 0 | |
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 44,036 | 717,900 | SH | DFND | 717,900 | 0 | 0 | ||
| DIAMOND FOODS INC | COM | 252603105 | 2,861 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 13,164 | 300,000 | SH | Call | DFND | 300,000 | 0 | 0 | |
| DICKS SPORTING GOODS INC | COM | 253393102 | 61,203 | 1,394,775 | SH | DFND | 1,394,775 | 0 | 0 | ||
| DINEEQUITY INC | COM | 254423106 | 26,517 | 325,000 | SH | DFND | 325,000 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 9,317 | 115,180 | SH | DFND | 115,180 | 0 | 0 | ||
| ELECTROLUX-B | COM | B1KKBX6 | 14,581 | 551,000 | SH | DFND | 551,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 76,562 | 2,150,000 | SH | DFND | 2,150,000 | 0 | 0 | ||
| ENPRO INDS INC | COM | 29355X107 | 23,911 | 395,031 | SH | DFND | 395,031 | 0 | 0 | ||
| EXELIS INC | COM | 30162A108 | 3,036 | 183,552 | SH | DFND | 183,552 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 71,895 | 909,600 | SH | DFND | 909,600 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 32,290 | 200,000 | SH | Call | DFND | 200,000 | 0 | 0 | |
| FEDEX CORP | COM | 31428X106 | 72,653 | 450,000 | SH | DFND | 450,000 | 0 | 0 | ||
| FERRO CORP | COM | 315405100 | 25,358 | 1,750,000 | SH | DFND | 1,750,000 | 0 | 0 | ||
| FINISH LINE INC | CL A | 317923100 | 18,773 | 750,000 | SH | DFND | 750,000 | 0 | 0 | ||
| FLOWSERVE CORP | COM | 34354P105 | 3,526 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| FOOT LOCKER INC | COM | 344849104 | 30,480 | 547,700 | SH | DFND | 547,700 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346233109 | 3,544 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 16,444 | 400,000 | SH | DFND | 400,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 6,180 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| GATX CORP | COM | 361448103 | 4,713 | 80,750 | SH | DFND | 80,750 | 0 | 0 | ||
| GENERAL MLS INC | COM | 370334104 | 5,045 | 100,000 | SH | Put | DFND | 100,000 | 0 | 0 | |
| GENESCO INC | COM | 371532102 | 7,176 | 96,000 | SH | DFND | 96,000 | 0 | 0 | ||
| GEVO INC | COM | 374396109 | 26 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| GEVO INC | COM | 374396109 | 51 | 150,000 | SH | Call | DFND | 150,000 | 0 | 0 | |
| G-III APPAREL GROUP LTD | COM | 36237H101 | 43,850 | 529,200 | SH | DFND | 529,200 | 0 | 0 | ||
| GLOBE SPECIALTY METALS INC | COM | 37954N206 | 3,665 | 201,475 | SH | DFND | 201,475 | 0 | 0 | ||
| GNC HLDGS INC | COM CL A | 36191G107 | 9,685 | 250,000 | SH | Call | DFND | 250,000 | 0 | 0 | |
| GNC HLDGS INC | COM CL A | 36191G107 | 3,874 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 9,136 | 735,000 | SH | DFND | 735,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 7,478 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 130,337 | 1,213,117 | SH | DFND | 1,213,117 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 45,929 | 1,684,832 | SH | DFND | 1,684,832 | 0 | 0 | ||
| HEARTLAND EXPRESS INC | COM | 422347104 | 22,992 | 959,613 | SH | DFND | 959,613 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 70,985 | 2,795,800 | SH | DFND | 2,795,800 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 19,704 | 800,000 | SH | DFND | 800,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 65,318 | 711,992 | SH | DFND | 711,992 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 9,377 | 100,703 | SH | DFND | 100,703 | 0 | 0 | ||
| HUB GROUP INC | CL A | 443320106 | 2,921 | 72,082 | SH | DFND | 72,082 | 0 | 0 | ||
| HUBBELL INC | CL B | 443510201 | 51,816 | 429,900 | SH | DFND | 429,900 | 0 | 0 | ||
| HUDSON'S BAY COMPANY | COM | B8436W4 | 5,961 | 375,000 | SH | DFND | 375,000 | 0 | 0 | ||
| INGERSOLL-RAND PLC | SHS | G47791101 | 11,723 | 208,002 | SH | DFND | 208,002 | 0 | 0 | ||
| INSTALLED BLDG PRODS INC | COM | 45780R101 | 3,791 | 269,850 | SH | DFND | 269,850 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 54,675 | 500,000 | SH | Put | DFND | 500,000 | 0 | 0 | |
| ITT CORP NEW | COM NEW | 450911201 | 15,230 | 338,900 | SH | DFND | 338,900 | 0 | 0 | ||
| JACK IN THE BOX INC | COM | 466367109 | 22,162 | 325,000 | SH | DFND | 325,000 | 0 | 0 | ||
| JARDEN CORP | COM | 471109108 | 13,891 | 231,100 | SH | DFND | 231,100 | 0 | 0 | ||
| JASON INDS INC | COM | 471172106 | 12,697 | 1,226,800 | SH | DFND | 1,226,800 | 0 | 0 | ||
| JASON INDS INC | COM | 471172106 | 17,553 | 1,695,902 | SH | Call | DFND | 1,695,902 | 0 | 0 | |
| KATE SPADE & CO | COM | 485865109 | 70,782 | 2,698,513 | SH | DFND | 2,698,513 | 0 | 0 | ||
| KNIGHT TRANSN INC | COM | 499064103 | 4,656 | 170,000 | SH | DFND | 170,000 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 15,258 | 250,000 | SH | Call | DFND | 250,000 | 0 | 0 | |
| L-3 COMMUNICATIONS HLDGS INC | COM | 502424104 | 11,892 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| LA QUINTA HLDGS INC | COM | 50420D108 | 8,546 | 450,000 | SH | DFND | 450,000 | 0 | 0 | ||
| LANXESS AG | COM | B05M8B7 | 2,208 | 40,000 | SH | DFND | 40,000 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 82,139 | 950,572 | SH | DFND | 950,572 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 8,641 | 100,000 | SH | Call | DFND | 100,000 | 0 | 0 | |
| LEAR CORP | COM NEW | 521865204 | 17,282 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| LENNOX INTL INC | COM | 526107107 | 38,435 | 500,000 | SH | DFND | 500,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | INT COM SER A | 53071M104 | 29,986 | 1,051,394 | SH | DFND | 1,051,394 | 0 | 0 | ||
| LINDE | COM | 5740817 | 4,823 | 25,095 | SH | DFND | 25,095 | 0 | 0 | ||
| LOUISIANA PAC CORP | COM | 546347105 | 5,417 | 398,600 | SH | DFND | 398,600 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 22,475 | 535,000 | SH | DFND | 535,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 9,345 | 86,000 | SH | DFND | 86,000 | 0 | 0 | ||
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 36,885 | 553,000 | SH | DFND | 553,000 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 31,795 | 335,000 | SH | DFND | 335,000 | 0 | 0 | ||
| MALIBU BOATS INC | COM CL A | 56117J100 | 6,480 | 349,900 | SH | DFND | 349,900 | 0 | 0 | ||
| MANPOWERGROUP INC | COM | 56418H100 | 21,030 | 300,000 | SH | Put | DFND | 300,000 | 0 | 0 | |
| MARATHON PETE CORP | COM | 56585A102 | 5,715 | 67,500 | SH | DFND | 67,500 | 0 | 0 | ||
| MARINEMAX INC | COM | 567908108 | 7,751 | 460,000 | SH | DFND | 460,000 | 0 | 0 | ||
| MARTEN TRANS LTD | COM | 573075108 | 3,152 | 177,000 | SH | DFND | 177,000 | 0 | 0 | ||
| MERCER INTL INC | COM | 588056101 | 1,938 | 198,745 | SH | DFND | 198,745 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 44,976 | 630,000 | SH | DFND | 630,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 50,455 | 565,636 | SH | DFND | 565,636 | 0 | 0 | ||
| NOMAD HOLDINGS LTD | COM | BLG2VT2 | 2,275 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 37,604 | 550,000 | SH | DFND | 550,000 | 0 | 0 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 12,782 | 114,534 | SH | DFND | 114,534 | 0 | 0 | ||
| OM GROUP INC | COM | 670872100 | 1,849 | 71,250 | SH | DFND | 71,250 | 0 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 21,627 | 338,869 | SH | DFND | 338,869 | 0 | 0 | ||
| PIER 1 IMPORTS INC | COM | 720279108 | 7,445 | 626,120 | SH | DFND | 626,120 | 0 | 0 | ||
| PINNACLE ENTMT INC | COM | 723456109 | 16,936 | 675,000 | SH | DFND | 675,000 | 0 | 0 | ||
| PINNACLE FOODS INC DEL | COM | 72348P104 | 11,428 | 350,000 | SH | DFND | 350,000 | 0 | 0 | ||
| PLY GEM HLDGS INC | COM | 72941W100 | 2,212 | 204,047 | SH | DFND | 204,047 | 0 | 0 | ||
| POLYONE CORP | COM | 73179P106 | 3,558 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| POTASH CORP SASK INC | COM | 73755L107 | 4,925 | 142,500 | SH | DFND | 142,500 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 60,575 | 500,000 | SH | Call | DFND | 500,000 | 0 | 0 | |
| PVH CORP | COM | 693656100 | 33,449 | 276,092 | SH | DFND | 276,092 | 0 | 0 | ||
| QUALITY DISTR INC FLA | COM | 74756M102 | 8,490 | 664,322 | SH | DFND | 664,322 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 48,502 | 1,336,500 | SH | DFND | 1,336,500 | 0 | 0 | ||
| QUEST RESOURCE HLDG CORP | COM | 74836W104 | 258 | 150,000 | SH | Call | DFND | 150,000 | 0 | 0 | |
| QUEST RESOURCE HLDG CORP | COM | 74836W104 | 258 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 32,946 | 200,000 | SH | Call | DFND | 200,000 | 0 | 0 | |
| REALD INC | COM | 75604L105 | 937 | 100,000 | SH | Call | DFND | 100,000 | 0 | 0 | |
| REALD INC | COM | 75604L105 | 937 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| RENTECH INC | COM | 760112102 | 2,332 | 1,364,011 | SH | DFND | 1,364,011 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 87,505 | 1,100,000 | SH | DFND | 1,100,000 | 0 | 0 | ||
| REXNORD CORP NEW | COM | 76169B102 | 7,824 | 275,000 | SH | DFND | 275,000 | 0 | 0 | ||
| ROADRUNNER TRNSN SVCS HLDG I | COM | 76973Q105 | 2,971 | 130,373 | SH | DFND | 130,373 | 0 | 0 | ||
| ROBERT HALF INTL INC | COM | 770323103 | 49,882 | 1,018,000 | SH | DFND | 1,018,000 | 0 | 0 | ||
| ROCKWOOD HLDGS INC | COM | 774415103 | 7,989 | 104,500 | SH | DFND | 104,500 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 31,963 | 475,000 | SH | DFND | 475,000 | 0 | 0 | ||
| RYDER SYS INC | COM | 783549108 | 4,425 | 49,180 | SH | DFND | 49,180 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | CL A | 80874P109 | 6,516 | 605,034 | SH | DFND | 605,034 | 0 | 0 | ||
| SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 7,809 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 26,575 | 500,000 | SH | Put | DFND | 500,000 | 0 | 0 | |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 125,871 | 1,105,000 | SH | DFND | 1,105,000 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 15,543 | 291,554 | SH | DFND | 291,554 | 0 | 0 | ||
| SMURFIT KAPPA GROUP PLC | COM | B1RR840 | 11,969 | 546,010 | SH | DFND | 546,010 | 0 | 0 | ||
| SONIC CORP | COM | 835451105 | 12,298 | 550,000 | SH | DFND | 550,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 147,765 | 750,000 | SH | Put | DFND | 750,000 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 985,100 | 5,000,000 | SH | Put | DFND | 5,000,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P METALS MNG | 78464A755 | 1,840 | 50,000 | SH | Put | DFND | 50,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 85,580 | 1,000,000 | SH | Put | DFND | 1,000,000 | 0 | 0 | |
| SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 16,350 | 180,601 | SH | DFND | 180,601 | 0 | 0 | ||
| STAGE STORES INC | COM NEW | 85254C305 | 1,283 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| STANDARD PAC CORP NEW | COM | 85375C101 | 6,005 | 801,710 | SH | DFND | 801,710 | 0 | 0 | ||
| STEEL DYNAMICS INC | COM | 858119100 | 14,697 | 650,000 | SH | DFND | 650,000 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 6,713 | 355,560 | SH | DFND | 355,560 | 0 | 0 | ||
| SUNPOWER CORP | COM | 867652406 | 7,962 | 235,000 | SH | DFND | 235,000 | 0 | 0 | ||
| SWIFT TRANSN CO | CL A | 87074U101 | 5,874 | 280,000 | SH | DFND | 280,000 | 0 | 0 | ||
| TESORO CORP | COM | 881609101 | 5,031 | 82,500 | SH | DFND | 82,500 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 27,828 | 370,000 | SH | Call | DFND | 370,000 | 0 | 0 | |
| TRACTOR SUPPLY CO | COM | 892356106 | 8,591 | 139,675 | SH | DFND | 139,675 | 0 | 0 | ||
| TUESDAY MORNING CORP | COM NEW | 899035505 | 6,175 | 318,200 | SH | DFND | 318,200 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 16,732 | 425,000 | SH | DFND | 425,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 22,220 | 200,000 | SH | Put | DFND | 200,000 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 46,756 | 420,849 | SH | DFND | 420,849 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 11,047 | 282,029 | SH | DFND | 282,029 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 55,122 | 834,800 | SH | DFND | 834,800 | 0 | 0 | ||
| VALERO ENERGY CORP NEW | COM | 91913Y100 | 6,941 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 6,321 | 65,000 | SH | DFND | 65,000 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 9,095 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| WABTEC CORP | COM | 929740108 | 27,246 | 336,200 | SH | DFND | 336,200 | 0 | 0 | ||
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 3,874 | 66,500 | SH | DFND | 66,500 | 0 | 0 | ||
| WESCO INTL INC | COM | 95082P105 | 7,519 | 96,076 | SH | DFND | 96,076 | 0 | 0 | ||
| WESTLAKE CHEM CORP | COM | 960413102 | 17,136 | 197,900 | SH | DFND | 197,900 | 0 | 0 | ||
| WESTLAKE CHEM PARTNERS LP | COM UNIT RP LP | 960417103 | 3,625 | 125,000 | SH | DFND | 125,000 | 0 | 0 | ||
| WEYERHAEUSER CO | COM | 962166104 | 5,576 | 175,000 | SH | DFND | 175,000 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 20,954 | 143,868 | SH | DFND | 143,868 | 0 | 0 | ||
| WHITEWAVE FOODS CO | COM | 966244105 | 22,706 | 625,000 | SH | DFND | 625,000 | 0 | 0 | ||
| WL ROSS HLDG CORP | UNIT 99/99/9999 | 92939D203 | 1,076 | 100,600 | SH | DFND | 100,600 | 0 | 0 | ||
| ZALANDO SE | COM | BQV0SV7 | 272 | 10,000 | SH | DFND | 10,000 | 0 | 0 | ||
| ZOES KITCHEN INC | COM | 98979J109 | 7,491 | 243,529 | SH | DFND | 243,529 | 0 | 0 | ||