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 | 25,567 | 155,000 | SH | DFND | 155,000 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 24,535 | 145,900 | SH | DFND | 145,900 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 10,590 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| AK STL HLDG CORP | COM | 001547108 | 1,157 | 258,800 | SH | DFND | 258,800 | 0 | 0 | ||
| AKZO NOBEL NV | COM | 5458314 | 6,814 | 90,000 | SH | DFND | 90,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 22,698 | 61,000 | SH | DFND | 61,000 | 0 | 0 | ||
| ANDERSONS INC | COM | 034164103 | 1,437 | 34,745 | SH | DFND | 34,745 | 0 | 0 | ||
| APERAM SA | COM | B58C6H1 | 2,490 | 62,000 | SH | DFND | 62,000 | 0 | 0 | ||
| ARCTIC CAT INC | COM | 039670104 | 7,082 | 195,000 | SH | DFND | 195,000 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 58,991 | 999,597 | SH | DFND | 999,597 | 0 | 0 | ||
| B/E AEROSPACE INC | COM | 073302101 | 22,585 | 355,000 | SH | DFND | 355,000 | 0 | 0 | ||
| BABCOCK & WILCOX CO NEW | COM | 05615F102 | 802 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT | COM | 5756029 | 10,164 | 81,175 | SH | DFND | 81,175 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 20,809 | 575,000 | SH | DFND | 575,000 | 0 | 0 | ||
| BLOOMIN BRANDS INC | COM | 094235108 | 37,349 | 1,535,100 | SH | DFND | 1,535,100 | 0 | 0 | ||
| BOEING CO | COM | 097023105 | 24,763 | 165,000 | SH | DFND | 165,000 | 0 | 0 | ||
| BOMBARDIER INC. | COM | 2109723 | 4,915 | 2,500,000 | SH | DFND | 2,500,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 24,906 | 1,753,935 | SH | DFND | 1,753,935 | 0 | 0 | ||
| BRAVO BRIO RESTAURANT GROUP | COM | 10567B109 | 5,142 | 350,000 | SH | DFND | 350,000 | 0 | 0 | ||
| BRENNTAG AG | COM | B4YVF56 | 8,333 | 139,000 | SH | DFND | 139,000 | 0 | 0 | ||
| BRINKER INTL INC | COM | 109641100 | 11,081 | 180,000 | SH | DFND | 180,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 20,580 | 400,000 | SH | DFND | 400,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 8,236 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 53,032 | 892,499 | SH | DFND | 892,499 | 0 | 0 | ||
| CAESARSTONE SDOT-YAM LTD | ORD SHS | M20598104 | 10,730 | 176,750 | SH | DFND | 176,750 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 20,013 | 2,100,000 | SH | DFND | 2,100,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 65,560 | 950,000 | SH | DFND | 950,000 | 0 | 0 | ||
| CARROLS RESTAURANT GROUP INC | COM | 14574X104 | 2,902 | 350,000 | SH | DFND | 350,000 | 0 | 0 | ||
| CEDAR FAIR L P | DEPOSITRY UNIT | 150185106 | 14,224 | 247,806 | SH | DFND | 247,806 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 94,046 | 487,009 | SH | DFND | 487,009 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 7,740 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| CHICOS FAS INC | COM | 168615102 | 21,488 | 1,214,700 | SH | DFND | �� | 1,214,700 | 0 | 0 | |
| CLARIANT AG | COM | 7113990 | 11,602 | 580,000 | SH | DFND | 580,000 | 0 | 0 | ||
| COMPASS MINERALS INTL INC | COM | 20451N101 | 9,321 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| CONNS INC | COM | 208242107 | 39,676 | 1,310,319 | SH | DFND | 1,310,319 | 0 | 0 | ||
| CONNS INC | COM | 208242107 | 4,542 | 150,000 | SH | Call | DFND | 150,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 44,706 | 384,696 | SH | DFND | 384,696 | 0 | 0 | ||
| CONTAINER STORE GROUP INC | COM | 210751103 | 6,419 | 336,937 | SH | DFND | 336,937 | 0 | 0 | ||
| CONTINENTAL AKTIENGESELLSCHAFT | COM | 4598589 | 2,974 | 12,555 | SH | DFND | 12,555 | 0 | 0 | ||
| COSI INC | COM NEW | 22122P200 | 1,193 | 448,498 | SH | DFND | 448,498 | 0 | 0 | ||
| CRODA INTERNATIONAL PLC | COM | 233527 | 4,064 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| CROWN HOLDINGS INC | COM | 228368106 | 7,521 | 139,219 | SH | DFND | 139,219 | 0 | 0 | ||
| CST BRANDS INC | COM | 12646R105 | 17,247 | 393,502 | SH | DFND | 393,502 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 16,625 | 501,948 | SH | DFND | 501,948 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | 3,466 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| CYTEC INDS INC | COM | 232820100 | 2,972 | 55,000 | SH | DFND | 55,000 | 0 | 0 | ||
| DAIMLER AG | COM | 5529027 | 2,982 | 30,906 | SH | DFND | 30,906 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 76,750 | 904,000 | SH | DFND | 904,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 20,802 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 5,183 | 65,000 | SH | DFND | 65,000 | 0 | 0 | ||
| DIAMOND FOODS INC | COM | 252603105 | 4,886 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| DIAMOND RESORTS INTL INC | COM | 25272T104 | 15,879 | 475,000 | SH | DFND | 475,000 | 0 | 0 | ||
| DICKS SPORTING GOODS INC | COM | 253393102 | 2,895 | 50,798 | SH | DFND | 50,798 | 0 | 0 | ||
| DINEEQUITY INC | COM | 254423106 | 14,072 | 131,500 | SH | DFND | 131,500 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 56,641 | 540,000 | SH | DFND | 540,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 23,938 | 295,000 | SH | DFND | 295,000 | 0 | 0 | ||
| DOW CHEM CO | COM | 260543103 | 9,596 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| DSW INC | CL A | 23334L102 | 48,313 | 1,310,000 | SH | DFND | 1,310,000 | 0 | 0 | ||
| EAGLE MATERIALS INC | COM | 26969P108 | 4,822 | 57,704 | SH | DFND | 57,704 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 9,512 | 140,000 | SH | DFND | 140,000 | 0 | 0 | ||
| ELECTROLUX AB | COM | B1KKBX6 | 2,153 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 75,695 | 1,287,000 | SH | DFND | 1,287,000 | 0 | 0 | ||
| ENERGY TRANSFER EQUITY L P | COM UT LTD PTN | 29273V100 | 12,989 | 205,000 | SH | DFND | 205,000 | 0 | 0 | ||
| ENPRO INDS INC | COM | 29355X107 | 9,893 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| EVONIK INDUSTRIES AG | COM | B5ZQ9D3 | 10,887 | 305,000 | SH | DFND | 305,000 | 0 | 0 | ||
| EXELIS INC | COM | 30162A108 | 1,219 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 49,329 | 600,000 | SH | DFND | 600,000 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 13,752 | 155,000 | SH | DFND | 155,000 | 0 | 0 | ||
| FERRO CORP | COM | 315405100 | 25,050 | 1,996,032 | SH | DFND | 1,996,032 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 20,400 | 573,503 | SH | DFND | 573,503 | 0 | 0 | ||
| FORESTAR GROUP INC | COM | 346233109 | 1,577 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| GAMING & LEISURE PPTYS INC | COM | 36467J108 | 11,983 | 325,000 | SH | DFND | 325,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 43,026 | 317,000 | SH | DFND | 317,000 | 0 | 0 | ||
| GEVO INC | COM | 374396109 | 15 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| G-III APPAREL GROUP LTD | COM | 36237H101 | 48,244 | 428,262 | SH | DFND | 428,262 | 0 | 0 | ||
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 41,623 | 1,410,000 | SH | DFND | 1,410,000 | 0 | 0 | ||
| GLOBE SPECIALTY METALS INC | COM | 37954N206 | 4,002 | 211,529 | SH | DFND | 211,529 | 0 | 0 | ||
| GNC HLDGS INC | COM CL A | 36191G107 | 27,468 | 559,772 | SH | DFND | 559,772 | 0 | 0 | ||
| GRACE W R & CO DEL NEW | COM | 38388F108 | 10,875 | 109,990 | SH | DFND | 109,990 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 5,162 | 355,000 | SH | DFND | 355,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 14,275 | 500,000 | SH | DFND | 500,000 | 0 | 0 | ||
| GREENBRIER COS INC | COM | 393657101 | 1,106 | 19,066 | SH | DFND | 19,066 | 0 | 0 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 21,108 | 244,500 | SH | DFND | 244,500 | 0 | 0 | ||
| GROUPON INC | COM CL A | 399473107 | 10,050 | 1,393,842 | SH | DFND | 1,393,842 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 125,682 | 3,750,592 | SH | DFND | 3,750,592 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 33,024 | 1,060,000 | SH | DFND | 1,060,000 | 0 | 0 | ||
| HEARTLAND EXPRESS INC | COM | 422347104 | 8,316 | 350,000 | SH | DFND | 350,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 13,368 | 451,300 | SH | DFND | 451,300 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 49,026 | 470,000 | SH | DFND | 470,000 | 0 | 0 | ||
| HORSEHEAD HLDG CORP | COM | 440694305 | 114 | 9,000 | SH | DFND | 9,000 | 0 | 0 | ||
| HUB GROUP INC | CL A | 443320106 | 1,827 | 46,500 | SH | DFND | 46,500 | 0 | 0 | ||
| HUBBELL INC | CL B | 443510201 | 41,832 | 381,607 | SH | DFND | 381,607 | 0 | 0 | ||
| HUBBELL INC | CL A | 443510102 | 1,471 | 13,902 | SH | DFND | 13,902 | 0 | 0 | ||
| HUDSON'S BAY COMPANY | COM | B8436W4 | 34,157 | 1,650,000 | SH | DFND | 1,650,000 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 27,227 | 318,835 | SH | DFND | 318,835 | 0 | 0 | ||
| ILLINOIS TOOL WKS INC | COM | 452308109 | 20,399 | 210,000 | SH | DFND | 210,000 | 0 | 0 | ||
| INGERSOLL-RAND PLC | SHS | G47791101 | 27,572 | 405,000 | SH | DFND | 405,000 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 34,111 | 850,000 | SH | Put | DFND | 850,000 | 0 | 0 | |
| ITT CORP NEW | COM NEW | 450911201 | 5,987 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| JASON INDS INC | COM | 471172106 | 12,007 | 1,695,902 | SH | Call | DFND | 1,695,902 | 0 | 0 | |
| JASON INDS INC | COM | 471172106 | 8,686 | 1,226,800 | SH | DFND | 1,226,800 | 0 | 0 | ||
| JOHNSON CTLS INC | COM | 478366107 | 6,305 | 125,000 | SH | DFND | 125,000 | 0 | 0 | ||
| JOY GLOBAL INC | COM | 481165108 | 1,959 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| KANSAS CITY SOUTHERN | COM NEW | 485170302 | 7,656 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 72,289 | 2,165,000 | SH | DFND | 2,165,000 | 0 | 0 | ||
| KNOLL INC | COM NEW | 498904200 | 5,084 | 217,000 | SH | DFND | 217,000 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 15,650 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| L-3 COMMUNICATIONS HLDGS INC | COM | 502424104 | 40,882 | 325,000 | SH | DFND | 325,000 | 0 | 0 | ||
| LA QUINTA HLDGS INC | COM | 50420D108 | 21,194 | 895,000 | SH | DFND | 895,000 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 95,305 | 860,000 | SH | DFND | 860,000 | 0 | 0 | ||
| LEGRAND SA | COM | B11ZRK9 | 3,100 | 57,275 | SH | DFND | 57,275 | 0 | 0 | ||
| LENNOX INTL INC | COM | 526107107 | 37,501 | 335,762 | SH | DFND | 335,762 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 43,126 | 433,823 | SH | DFND | 433,823 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 78,111 | 1,050,018 | SH | DFND | 1,050,018 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 55,793 | 750,000 | SH | Call | DFND | 750,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 70,550 | 1,102,007 | SH | DFND | 1,102,007 | 0 | 0 | ||
| MACQUARIE INFRASTR CO LLC | MEMBERSHIP INT | 55608B105 | 57,859 | 703,109 | SH | DFND | 703,109 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 34,561 | 408,287 | SH | DFND | 408,287 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 30,131 | 561,518 | SH | DFND | 561,518 | 0 | 0 | ||
| MALIBU BOATS INC | COM CL A | 56117J100 | 9,340 | 400,000 | SH | DFND | 400,000 | 0 | 0 | ||
| MANPOWERGROUP INC | COM | 56418H100 | 52,487 | 609,250 | SH | DFND | 609,250 | 0 | 0 | ||
| MARINEMAX INC | COM | 567908108 | 17,111 | 645,446 | SH | DFND | 645,446 | 0 | 0 | ||
| MARTEN TRANS LTD | COM | 573075108 | 5,452 | 235,000 | SH | DFND | 235,000 | 0 | 0 | ||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 51,027 | 365,000 | SH | DFND | 365,000 | 0 | 0 | ||
| MENS WEARHOUSE INC | COM | 587118100 | 42,223 | 808,877 | SH | DFND | 808,877 | 0 | 0 | ||
| MERITOR INC | COM | 59001K100 | 631 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| METALDYNE PERFORMANCE GROUP | COM | 59116R107 | 451 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 26,300 | 400,000 | SH | Put | DFND | 400,000 | 0 | 0 | |
| MICHAELS COS INC | COM | 59408Q106 | 27,255 | 1,007,214 | SH | DFND | 1,007,214 | 0 | 0 | ||
| MINERALS TECHNOLOGIES INC | COM | 603158106 | 5,629 | 77,000 | SH | DFND | 77,000 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 38,087 | 906,178 | SH | DFND | 906,178 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 16,812 | 400,000 | SH | Call | DFND | 400,000 | 0 | 0 | |
| MOOG INC | CL A | 615394202 | 1,501 | 20,000 | SH | DFND | 20,000 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 14,371 | 312,000 | SH | DFND | 312,000 | 0 | 0 | ||
| NAVISTAR INTL CORP NEW | COM | 63934E108 | 4,425 | 150,000 | SH | Put | DFND | 150,000 | 0 | 0 | |
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 22,659 | 396,000 | SH | DFND | 396,000 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 125,669 | 1,252,557 | SH | DFND | 1,252,557 | 0 | 0 | ||
| NOMAD HOLDINGS LTD | COM | BLG2VT2 | 2,813 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 70,033 | 871,927 | SH | DFND | 871,927 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | 40,256 | 250,100 | SH | DFND | 250,100 | 0 | 0 | ||
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 8,102 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| OM GROUP INC | COM | 670872100 | 3,177 | 105,800 | SH | DFND | 105,800 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 7,200 | 400,000 | SH | DFND | 400,000 | 0 | 0 | ||
| OXFORD INDS INC | COM | 691497309 | 1,637 | 21,700 | SH | DFND | 21,700 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 23,099 | 1,475,000 | SH | DFND | 1,475,000 | 0 | 0 | ||
| PENNEY J C INC | COM | 708160106 | 8,410 | 1,000,000 | SH | Call | DFND | 1,000,000 | 0 | 0 | |
| PINNACLE ENTMT INC | COM | 723456109 | 16,241 | 450,000 | SH | DFND | 450,000 | 0 | 0 | ||
| PINNACLE FOODS INC DEL | COM | 72348P104 | 12,445 | 304,950 | SH | DFND | 304,950 | 0 | 0 | ||
| PPG INDS INC | COM | 693506107 | 38,477 | 170,600 | SH | DFND | 170,600 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 15,549 | 545,000 | SH | DFND | 545,000 | 0 | 0 | ||
| QUEST RESOURCE HLDG CORP | COM | 74836W104 | 189 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| QUEST RESOURCE HLDG CORP | COM | 74836W104 | 189 | 150,000 | SH | Call | DFND | 150,000 | 0 | 0 | |
| QUINPARIO ACQUISITION CORP 2 | UNIT 01/01/2023 | 74874U200 | 5,069 | 500,900 | SH | DFND | 500,900 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 32,875 | 250,000 | SH | Put | DFND | 250,000 | 0 | 0 | |
| RBC BEARINGS INC | COM | 75524B104 | 1,914 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 10,440 | 120,000 | SH | DFND | 120,000 | 0 | 0 | ||
| RENTECH INC | COM | 760112102 | 1,248 | 1,114,011 | SH | DFND | 1,114,011 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 34,717 | 350,000 | SH | Call | DFND | 350,000 | 0 | 0 | |
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 64,089 | 646,125 | SH | DFND | 646,125 | 0 | 0 | ||
| REXAM PLC | COM | BMHTPY2 | 2,148 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| ROADRUNNER TRNSN SVCS HLDG I | COM | 76973Q105 | 20,287 | 802,800 | SH | DFND | 802,800 | 0 | 0 | ||
| ROCK-TENN CO | CL A | 772739207 | 4,515 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| ROCKWELL COLLINS INC | COM | 774341101 | 33,300 | 344,900 | SH | DFND | 344,900 | 0 | 0 | ||
| RPC GROUP PLC | COM | 719737 | 4,302 | 500,000 | SH | DFND | 500,000 | 0 | 0 | ||
| RUSH ENTERPRISES INC | CL A | 781846209 | 1,633 | 59,695 | SH | DFND | 59,695 | 0 | 0 | ||
| RYDER SYS INC | COM | 783549108 | 37,007 | 390,000 | SH | DFND | 390,000 | 0 | 0 | ||
| SAFRAN SA | COM | B058TZ6 | 3,751 | 53,678 | SH | DFND | 53,678 | 0 | 0 | ||
| SAIA INC | COM | 78709Y105 | 1,492 | 33,690 | SH | DFND | 33,690 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 3,856 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| SELECT COMFORT CORP | COM | 81616X103 | 9,736 | 282,463 | SH | DFND | 282,463 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-ENERGY | 81369Y506 | 27,173 | 350,258 | SH | DFND | 350,258 | 0 | 0 | ||
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 413 | 6,000 | SH | DFND | 6,000 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 140,880 | 1,015,060 | SH | DFND | 1,015,060 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 22,087 | 307,152 | SH | DFND | 307,152 | 0 | 0 | ||
| SMURFIT KAPPA GROUP PLC | COM | B1RR840 | 14,799 | 526,561 | SH | DFND | 526,561 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 150,983 | 731,400 | SH | Put | DFND | 731,400 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 227,073 | 1,100,000 | SH | Put | DFND | 1,100,000 | 0 | 0 | |
| SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 50,520 | 500,000 | SH | Put | DFND | 500,000 | 0 | 0 | |
| STANDARD PAC CORP NEW | COM | 85375C101 | 6,435 | 714,954 | SH | DFND | 714,954 | 0 | 0 | ||
| STEELCASE INC | CL A | 858155203 | 3,351 | 176,905 | SH | DFND | 176,905 | 0 | 0 | ||
| STILLWATER MNG CO | COM | 86074Q102 | 1,938 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 15,240 | 635,000 | SH | DFND | 635,000 | 0 | 0 | ||
| SUNPOWER CORP | COM | 867652406 | 4,714 | 150,572 | SH | DFND | 150,572 | 0 | 0 | ||
| TARKETT SA | COM | BGH15L3 | 1,953 | 86,514 | SH | DFND | 86,514 | 0 | 0 | ||
| TEEKAY CORPORATION | COM | Y8564W103 | 6,986 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| TEREX CORP NEW | COM | 880779103 | 3,989 | 150,000 | SH | Put | DFND | 150,000 | 0 | 0 | |
| TESLA MTRS INC | COM | 88160R101 | 14,158 | 75,000 | SH | Call | DFND | 75,000 | 0 | 0 | |
| TESLA MTRS INC | COM | 88160R101 | 13,214 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| TEXAS ROADHOUSE INC | COM | 882681109 | 2,732 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 21,057 | 475,000 | SH | DFND | 475,000 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 50,664 | 600,000 | SH | DFND | 600,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 5,240 | 23,959 | SH | DFND | 23,959 | 0 | 0 | ||
| TRINITY INDS INC | COM | 896522109 | 4,936 | 139,000 | SH | DFND | 139,000 | 0 | 0 | ||
| TUTOR PERINI CORP | COM | 901109108 | 5,137 | 220,000 | SH | DFND | 220,000 | 0 | 0 | ||
| TYCO INTL PLC | SHS | G91442106 | 3,230 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| TYSON FOODS INC | CL A | 902494103 | 6,821 | 178,100 | SH | DFND | 178,100 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 52,798 | 350,000 | SH | Call | DFND | 350,000 | 0 | 0 | |
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 78,411 | 519,797 | SH | DFND | 519,797 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 8,123 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| UNITED RENTALS INC | COM | 911363109 | 13,674 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| UNITED STATES STL CORP NEW | COM | 912909108 | 17,090 | 700,415 | SH | DFND | 700,415 | 0 | 0 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 109,341 | 932,941 | SH | DFND | 932,941 | 0 | 0 | ||
| URBAN OUTFITTERS INC | COM | 917047102 | 28,075 | 615,000 | SH | DFND | 615,000 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 97,903 | 1,300,000 | SH | Put | DFND | 1,300,000 | 0 | 0 | |
| VAIL RESORTS INC | COM | 91879Q109 | 4,137 | 40,000 | SH | DFND | 40,000 | 0 | 0 | ||
| VALEO SA | COM | 4937579 | 12,977 | 86,800 | SH | DFND | 86,800 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 7,230 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| WABCO HLDGS INC | COM | 92927K102 | 27,722 | 225,600 | SH | DFND | 225,600 | 0 | 0 | ||
| WESTLAKE CHEM CORP | COM | 960413102 | 9,827 | 136,594 | SH | DFND | 136,594 | 0 | 0 | ||
| WESTLAKE CHEM PARTNERS LP | COM UNIT RP LP | 960417103 | 1,389 | 51,800 | SH | DFND | 51,800 | 0 | 0 | ||
| WHITEWAVE FOODS CO | COM | 966244105 | 25,496 | 575,000 | SH | DFND | 575,000 | 0 | 0 | ||
| WL ROSS HLDG CORP | UNIT 06/11/2019 | 92939D203 | 1,054 | 100,600 | SH | DFND | 100,600 | 0 | 0 | ||
| YRC WORLDWIDE INC | COM PAR $.01 | 984249607 | 11,510 | 640,852 | SH | DFND | 640,852 | 0 | 0 | ||
| YUM BRANDS INC | COM | 988498101 | 11,808 | 150,000 | SH | DFND | 150,000 | 0 | 0 | ||
| ZULILY INC | CL A | 989774104 | 9,750 | 750,544 | SH | DFND | 750,544 | 0 | 0 | ||