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 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | 26,595 | 985,000 | SH | DFND | 985,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 90,585 | 2,340,100 | SH | DFND | 2,340,100 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 4,481 | 80,000 | SH | DFND | 80,000 | 0 | 0 | ||
| ALLEGION PUB LTD CO | ORD SHS | G0176J109 | 17,373 | 263,545 | SH | DFND | 263,545 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 62,241 | 80,000 | SH | DFND | 80,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 54,071 | 80,000 | SH | DFND | 80,000 | 0 | 0 | ||
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 69,375 | 555,000 | SH | DFND | 555,000 | 0 | 0 | ||
| APERAM REG. | COM | B58C6H1 | 4,467 | 125,000 | SH | DFND | 125,000 | 0 | 0 | ||
| ARCBEST CORP | COM | 03937C105 | 2,077 | 97,100 | SH | DFND | 97,100 | 0 | 0 | ||
| ASCENA RETAIL GROUP INC | COM | 04351G101 | 7,388 | 750,000 | SH | Put | DFND | 750,000 | 0 | 0 | |
| ASCENA RETAIL GROUP INC | COM | 04351G101 | 16,912 | 1,716,968 | SH | DFND | 1,716,968 | 0 | 0 | ||
| ASSA ABLOY AB | COM | BYPC1T4 | 18,898 | 896,373 | SH | DFND | 896,373 | 0 | 0 | ||
| AVIS BUDGET GROUP | COM | 053774105 | 3,847 | 106,018 | SH | DFND | 106,018 | 0 | 0 | ||
| BAYERISCHE MOTOREN WERKE AG | COM | 5756029 | 13,320 | 125,557 | SH | DFND | 125,557 | 0 | 0 | ||
| BERRY PLASTICS GROUP INC | COM | 08579W103 | 9,950 | 275,000 | SH | DFND | 275,000 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 30,450 | 1,000,000 | SH | Call | DFND | 1,000,000 | 0 | 0 | |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 1,543 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 11,922 | 600,000 | SH | DFND | 600,000 | 0 | 0 | ||
| BRUNSWICK CORP | COM | 117043109 | 27,781 | 550,000 | SH | DFND | 550,000 | 0 | 0 | ||
| BUFFALO WILD WINGS INC | COM | 119848109 | 3,991 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| BUNGE LIMITED | COM | G16962105 | 5,121 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 41,828 | 975,000 | SH | DFND | 975,000 | 0 | 0 | ||
| CABELAS INC | COM | 126804301 | 7,168 | 153,400 | SH | DFND | 153,400 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 24,963 | 2,650,000 | SH | DFND | 2,650,000 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 26,985 | 500,000 | SH | Put | DFND | 500,000 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 33,344 | 707,500 | SH | DFND | 707,500 | 0 | 0 | ||
| CELANESE CORP DEL | COM SER A | 150870103 | 9,395 | 139,538 | SH | DFND | 139,538 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 49,474 | 270,200 | SH | DFND | 270,200 | 0 | 0 | ||
| CHEESECAKE FACTORY INC | COM | 163072101 | 10,375 | 225,000 | SH | DFND | 225,000 | 0 | 0 | ||
| CHILDRENS PL INC | COM | 168905107 | 1,655 | 29,990 | SH | DFND | 29,990 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 9,597 | 20,000 | SH | Put | DFND | 20,000 | 0 | 0 | |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 71,431 | 501,480 | SH | DFND | 501,480 | 0 | 0 | ||
| COSI INC | COM NEW | 22122P200 | 197 | 448,498 | SH | DFND | 448,498 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 92,879 | 575,100 | SH | DFND | 575,100 | 0 | 0 | ||
| COVENANT TRANSN GROUP INC | CL A | 22284P105 | 2,863 | 151,580 | SH | DFND | 151,580 | 0 | 0 | ||
| CSRA INC | COM | 12650T104 | 6,750 | 225,000 | SH | DFND | 225,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 12,975 | 500,000 | SH | DFND | 500,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 6,488 | 250,000 | SH | Call | DFND | 250,000 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 63,551 | 650,000 | SH | DFND | 650,000 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 12,539 | 135,000 | SH | DFND | 135,000 | 0 | 0 | ||
| DEL FRISCOS RESTAURANT GROUP | COM | 245077102 | 4,406 | 275,000 | SH | DFND | 275,000 | 0 | 0 | ||
| DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 20,147 | 235,000 | SH | DFND | 235,000 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | COM NEW | 247361702 | 23,069 | 455,100 | SH | DFND | 455,100 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 52,540 | 500,000 | SH | Put | DFND | 500,000 | 0 | 0 | |
| DULUTH HLDGS INC | COM CL B | 26443V101 | 6,027 | 413,060 | SH | DFND | 413,060 | 0 | 0 | ||
| EASTMAN CHEM CO | COM | 277432100 | 2,363 | 35,000 | SH | DFND | 35,000 | 0 | 0 | ||
| ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 22,912 | 1,123,684 | SH | DFND | 1,123,684 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 96,422 | 1,403,114 | SH | DFND | 1,403,114 | 0 | 0 | ||
| ETHAN ALLEN INTERIORS INC | COM | 297602104 | 5,443 | 195,665 | SH | DFND | 195,665 | 0 | 0 | ||
| F M C CORP | COM NEW | 302491303 | 1,761 | 45,000 | SH | DFND | 45,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 91,756 | 876,706 | SH | DFND | 876,706 | 0 | 0 | ||
| FERRARI N V | COM | N3167J106 | 6,720 | 140,000 | SH | DFND | 140,000 | 0 | 0 | ||
| FERRO CORP | COM | 315405100 | 10,697 | 962,000 | SH | DFND | 962,000 | 0 | 0 | ||
| FORTRESS TRANS INFRST INVS L | COM REP LTD LIAB | 34960P101 | 1,117 | 99,211 | SH | DFND | 99,211 | 0 | 0 | ||
| FORWARD AIR CORP | COM | 349853101 | 2,151 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| GENERAL DYNAMICS CORP | COM | 369550108 | 42,582 | 310,000 | SH | DFND | 310,000 | 0 | 0 | ||
| GENESEE & WYO INC | CL A | 371559105 | 7,248 | 135,000 | SH | DFND | 135,000 | 0 | 0 | ||
| GEVO INC | COM NEW | 374396208 | 93 | 150,000 | SH | Call | DFND | 150,000 | 0 | 0 | |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 34,696 | 1,220,842 | SH | DFND | 1,220,842 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 2,758 | 215,000 | SH | DFND | 215,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 10,664 | 654,225 | SH | DFND | 654,225 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 119,924 | 4,074,892 | SH | DFND | 4,074,892 | 0 | 0 | ||
| HARRIS CORP DEL | COM | 413875105 | 24,767 | 285,000 | SH | DFND | 285,000 | 0 | 0 | ||
| HD SUPPLY HLDGS INC | COM | 40416M105 | 6,006 | 200,000 | SH | DFND | 200,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A104 | 6,175 | 288,529 | SH | DFND | 288,529 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 43,248 | 417,568 | SH | DFND | 417,568 | 0 | 0 | ||
| HUNT J B TRANS SVCS INC | COM | 445658107 | 7,336 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| INFRAREIT INC | COM | 45685L100 | 3,578 | 193,386 | SH | DFND | 193,386 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 264,657 | 2,350,000 | SH | Put | DFND | 2,350,000 | 0 | 0 | |
| ITT CORP NEW | COM NEW | 450911201 | 2,223 | 61,200 | SH | DFND | 61,200 | 0 | 0 | ||
| JARDEN CORP | COM | 471109108 | 55,981 | 980,052 | SH | DFND | 980,052 | 0 | 0 | ||
| JASON INDS INC | COM | 471172106 | 3,780 | 1,000,000 | SH | DFND | 1,000,000 | 0 | 0 | ||
| JASON INDS INC | COM | 471172106 | 6,328 | 1,674,201 | SH | Call | DFND | 1,674,201 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 1,852 | 50,000 | SH | DFND | 50,000 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 42,331 | 2,382,170 | SH | DFND | 2,382,170 | 0 | 0 | ||
| KELLOGG CO | COM | 487836108 | 16,261 | 225,000 | SH | DFND | 225,000 | 0 | 0 | ||
| L BRANDS INC | COM | 501797104 | 30,260 | 315,805 | SH | DFND | 315,805 | 0 | 0 | ||
| L-3 COMMUNICATIONS HLDGS INC | COM | 502424104 | 30,834 | 258,000 | SH | DFND | 258,000 | 0 | 0 | ||
| LANXESS AG | COM | B05M8B7 | 696 | 15,000 | SH | DFND | 15,000 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 35,007 | 285,000 | SH | DFND | 285,000 | 0 | 0 | ||
| LINDE AG | COM | 5740817 | 6,475 | 44,500 | SH | DFND | 44,500 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 12,457 | 116,780 | SH | DFND | 116,780 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 57,030 | 750,000 | SH | DFND | 750,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 40,664 | 775,000 | SH | DFND | 775,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 13,118 | 250,000 | SH | Call | DFND | 250,000 | 0 | 0 | |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 15,208 | 175,000 | SH | DFND | 175,000 | 0 | 0 | ||
| MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 48,228 | 664,300 | SH | DFND | 664,300 | 0 | 0 | ||
| MALIBU BOATS INC | COM CL A | 56117J100 | 6,630 | 405,000 | SH | DFND | 405,000 | 0 | 0 | ||
| MANPOWERGROUP INC | COM | 56418H100 | 11,801 | 140,000 | SH | DFND | 140,000 | 0 | 0 | ||
| MARINEMAX INC | COM | 567908108 | 10,960 | 595,000 | SH | DFND | 595,000 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 53,163 | 450,000 | SH | DFND | 450,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 10,224 | 450,000 | SH | DFND | 450,000 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 15,201 | 379,455 | SH | DFND | 379,455 | 0 | 0 | ||
| MICHAELS COS INC | COM | 59408Q106 | 15,272 | 690,715 | SH | DFND | 690,715 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 4,228 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 4,228 | 100,000 | SH | Call | DFND | 100,000 | 0 | 0 | |
| MOLSON COORS BREWING CO | CL B | 60871R209 | 84,514 | 899,850 | SH | DFND | 899,850 | 0 | 0 | ||
| NEWELL RUBBERMAID INC | COM | 651229106 | 33,408 | 757,888 | SH | DFND | 757,888 | 0 | 0 | ||
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 40,633 | 692,209 | SH | DFND | 692,209 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 93,750 | 1,500,000 | SH | DFND | 1,500,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 39,848 | 800,000 | SH | Put | DFND | 800,000 | 0 | 0 | |
| NORTHROP GRUMMAN CORP | COM | 666807102 | 57,474 | 304,403 | SH | DFND | 304,403 | 0 | 0 | ||
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 27,269 | 107,603 | SH | DFND | 107,603 | 0 | 0 | ||
| OPGEN INC | COM | 68373L109 | 228 | 120,000 | SH | Call | DFND | 120,000 | 0 | 0 | |
| ORBITAL ATK INC | COM | 68557N103 | 4,896 | 54,800 | SH | DFND | 54,800 | 0 | 0 | ||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 7,996 | 634,600 | SH | DFND | 634,600 | 0 | 0 | ||
| PACKAGING CORP AMER | COM | 695156109 | 6,305 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| PARTY CITY HOLDCO INC | COM | 702149105 | 5,972 | 462,552 | SH | DFND | 462,552 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 17,622 | 1,100,000 | SH | DFND | 1,100,000 | 0 | 0 | ||
| PENTAIR PLC | SHS | G7S00T104 | 1,238 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| PILGRIMS PRIDE CORP NEW | COM | 72147K108 | 13,254 | 600,000 | SH | DFND | 600,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 4,231 | 270,698 | SH | DFND | 270,698 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 20,053 | 325,000 | SH | DFND | 325,000 | 0 | 0 | ||
| PPG INDS INC | COM | 693506107 | 10,870 | 110,000 | SH | DFND | 110,000 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 11,074 | 150,364 | SH | DFND | 150,364 | 0 | 0 | ||
| QUEST RESOURCE HLDG CORP | COM | 74836W104 | 41 | 58,837 | SH | DFND | 58,837 | 0 | 0 | ||
| QUEST RESOURCE HLDG CORP | COM | 74836W104 | 104 | 150,000 | SH | Call | DFND | 150,000 | 0 | 0 | |
| QUINPARIO ACQUISITION CORP 2 | COM | 74874U101 | 1,926 | 198,600 | SH | Call | DFND | 198,600 | 0 | 0 | |
| QUINPARIO ACQUISITION CORP 2 | UNIT 01/01/2023 | 74874U200 | 382 | 39,000 | SH | DFND | 39,000 | 0 | 0 | ||
| RBC BEARINGS INC | COM | 75524B104 | 5,383 | 83,339 | SH | DFND | 83,339 | 0 | 0 | ||
| RED ROBIN GOURMET BURGERS IN | COM | 75689M101 | 4,631 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 35,946 | 452,437 | SH | DFND | 452,437 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 51,119 | 949,990 | SH | DFND | 949,990 | 0 | 0 | ||
| SIGNET JEWELERS LIMITED | SHS | G81276100 | 123,690 | 1,000,000 | SH | DFND | 1,000,000 | 0 | 0 | ||
| SMITH A O | COM | 831865209 | 3,064 | 40,000 | SH | DFND | 40,000 | 0 | 0 | ||
| SNYDERS-LANCE INC | COM | 833551104 | 10,290 | 300,000 | SH | DFND | 300,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 23,037 | 535,000 | SH | DFND | 535,000 | 0 | 0 | ||
| SPDR SERIES TRUST | S&P RETAIL ETF | 78464A714 | 86,480 | 2,000,000 | SH | Put | DFND | 2,000,000 | 0 | 0 | |
| STEEL DYNAMICS INC | COM | 858119100 | 5,808 | 325,000 | SH | DFND | 325,000 | 0 | 0 | ||
| SUMMIT MATLS INC | CL A | 86614U100 | 6,543 | 326,489 | SH | DFND | 326,489 | 0 | 0 | ||
| SYNGENTA AG | SPONSORED ADR | 87160A100 | 15,746 | 200,000 | SH | Call | DFND | 200,000 | 0 | 0 | |
| TEMPUR SEALY INTL INC | COM | 88023U101 | 16,558 | 235,000 | SH | DFND | 235,000 | 0 | 0 | ||
| TEXTRON INC | COM | 883203101 | 24,048 | 572,427 | SH | DFND | 572,427 | 0 | 0 | ||
| TRINSEO S A | SHS | L9340P101 | 5,632 | 199,700 | SH | DFND | 199,700 | 0 | 0 | ||
| ULTA SALON COSMETCS & FRAG I | COM | 90384S303 | 37,664 | 203,590 | SH | DFND | 203,590 | 0 | 0 | ||
| UNDER ARMOUR INC | CL A | 904311107 | 24,183 | 300,000 | SH | Put | DFND | 300,000 | 0 | 0 | |
| UNITED RENTALS INC | COM | 911363109 | 24,794 | 341,800 | SH | DFND | 341,800 | 0 | 0 | ||
| VALSPAR CORP | COM | 920355104 | 8,295 | 100,000 | SH | DFND | 100,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 573 | 5,000 | SH | DFND | 5,000 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 11,015 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||
| WL ROSS HLDG CORP | UNIT 06/11/2019 | 92939D203 | 1,031 | 100,600 | SH | DFND | 100,600 | 0 | 0 | ||
| XYLEM INC | COM | 98419M100 | 2,738 | 75,000 | SH | DFND | 75,000 | 0 | 0 | ||