Chief Operating Officer

0001144204-18-044627.txt : 20180814 0001144204-18-044627.hdr.sgml : 20180814 20180814160202 ACCESSION NUMBER: 0001144204-18-044627 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCOPUS ASSET MANAGEMENT, L.P. CENTRAL INDEX KEY: 0001317583 IRS NUMBER: 134000532 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11668 FILM NUMBER: 181017234 BUSINESS ADDRESS: STREET 1: 717 FIFTH AVE, 21ST FL CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-251-3295 MAIL ADDRESS: STREET 1: 717 FIFTH AVE, 21ST FL CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: SCOPUS ASSET MANAGEMENT, LLC DATE OF NAME CHANGE: 20050214 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001317583 XXXXXXXX 06-30-2018 06-30-2018 false SCOPUS ASSET MANAGEMENT, L.P.

717 Fifth Ave, 21st Fl New York NY 10022

13F HOLDINGS REPORT 028-11668 Y Mr. Alexander Mitchell is the investment manager of Scopus Advisors, LLC and Scopus Asset Management, L.P., which have investment discretion over the investment portfolios reported herein. Daniel Aharon Chief Operating Officer 212-251-3285 /s/ Daniel Aharon New York NY 08-14-2018 0 284 10774732 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 9836 50000 SH Call DFND 50000 0 0 ACTIVISION BLIZZARD INC COM 00507V109 106848 1400000 SH DFND 1400000 0 0 ADIENT PLC ORD SHS G0084W101 9838 200000 SH Call DFND 200000 0 0 AGCO CORP COM 001084102 12144 200000 SH Call DFND 200000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 83489 450000 SH Call DFND 450000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 106680 575000 SH DFND 575000 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 1884 75000 SH DFND 75000 0 0 AMAZON COM INC COM 023135106 178479 105000 SH DFND 105000 0 0 AMAZON COM INC COM 023135106 127485 75000 SH Call DFND 75000 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 1556 100000 SH Put DFND 100000 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 8083 519448 SH DFND 519448 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 16275 700000 SH DFND 700000 0 0 AMETEK INC NEW COM 031100100 19487 270049 SH DFND 270049 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 40304 400000 SH Call DFND 400000 0 0 APTIV PLC SHS G6095L109 20479 223500 SH DFND 223500 0 0 ARCELORMITTAL COM 00BYPBS67 1467 50000 SH DFND 50000 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 26622 925000 SH DFND 925000 0 0 ASCENA RETAIL GROUP INC COM 04351G101 1993 500000 SH Put DFND 500000 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 5091 65120 SH DFND 65120 0 0 AT HOME GROUP INC COM 04650Y100 4701 120080 SH DFND 120080 0 0 AT&T INC COM 00206R102 48165 1500000 SH Call DFND 1500000 0 0 AUTODESK INC COM 052769106 78654 600000 SH Call DFND 600000 0 0 AUTODESK INC COM 052769106 75377 575000 SH DFND 575000 0 0 BERRY GLOBAL GROUP INC COM 08579W103 4410 96000 SH DFND 96000 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 1419 60000 SH DFND 60000 0 0 BLOCK H & R INC COM 093671105 10251 450000 SH Call DFND 450000 0 0 BOEING CO COM 097023105 16776 50000 SH Call DFND 50000 0 0 BOEING CO COM 097023105 33551 100000 SH Put DFND 100000 0 0 BOEING CO COM 097023105 52362 156066 SH DFND 156066 0 0 BOMBARDIER INC-B COM 002109723 32897 8308461 SH DFND 8308461 0 0 BOMBARDIER INC-B COM 002109723 9899 2500000 SH Put DFND 2500000 0 0 BOYD GAMING CORP COM 103304101 52857 1525000 SH DFND 1525000 0 0 BOYD GAMING CORP COM 103304101 20796 600000 SH Call DFND 600000 0 0 BRASKEM S A SP ADR PFD A 105532105 3744 144000 SH DFND 144000 0 0 BRUNSWICK CORP COM 117043109 19344 300000 SH Call DFND 300000 0 0 BRUNSWICK CORP COM 117043109 4514 70000 SH DFND 70000 0 0 BUNGE LIMITED COM G16962105 3346 48000 SH DFND 48000 0 0 BURLINGTON STORES INC COM 122017106 48298 320854 SH DFND 320854 0 0 CABOT CORP COM 127055101 23384 378560 SH DFND 378560 0 0 CAESARS ENTMT CORP COM 127686103 21400 2000000 SH Call DFND 2000000 0 0 CAESARS ENTMT CORP COM 127686103 88275 8250000 SH DFND 8250000 0 0 CAI INTERNATIONAL INC COM 12477X106 14447 621665 SH DFND 621665 0 0 CAMPBELL SOUP CO COM 134429109 14189 350000 SH Put DFND 350000 0 0 CAMPING WORLD HLDGS INC CL A 13462K109 26229 1050000 SH DFND 1050000 0 0 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 11770 200000 SH Put DFND 200000 0 0 CANADIAN PAC RY LTD COM 13645T100 54906 300000 SH Call DFND 300000 0 0 CARMAX INC COM 143130102 72870 1000000 SH Call DFND 1000000 0 0 CARMAX INC COM 143130102 69227 950000 SH DFND 950000 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 35819 625000 SH Put DFND 625000 0 0 CARTER INC COM 146229109 21678 200000 SH Call DFND 200000 0 0 CARTER INC COM 146229109 15717 145000 SH DFND 145000 0 0 CATERPILLAR INC DEL COM 149123101 21243 156577 SH DFND 156577 0 0 CATERPILLAR INC DEL COM 149123101 20351 150000 SH Call DFND 150000 0 0 CATERPILLAR INC DEL COM 149123101 16280 120000 SH Put DFND 120000 0 0 CELANESE CORP DEL COM SER A 150870103 31010 279218 SH DFND 279218 0 0 CHEMOURS CO COM 163851108 10646 240000 SH DFND 240000 0 0 CHILDRENS PL INC COM 168905107 16912 140000 SH DFND 140000 0 0 CHURCHILL DOWNS INC COM 171484108 106740 360000 SH DFND 360000 0 0 CLOROX CO DEL COM 189054109 30431 225000 SH Put DFND 225000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 175096 800000 SH Call DFND 800000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 144454 660000 SH DFND 660000 0 0 COSTCO WHSL CORP NEW COM 22160K105 62694 300000 SH Call DFND 300000 0 0 CSX CORP COM 126408103 63780 1000000 SH Put DFND 1000000 0 0 CSX CORP COM 126408103 62323 977161 SH DFND 977161 0 0 CUMMINS INC COM 231021106 21280 160000 SH Call DFND 160000 0 0 CVS HEALTH CORP COM 126650100 25740 400000 SH Call DFND 400000 0 0 CVS HEALTH CORP COM 126650100 28958 450000 SH DFND 450000 0 0 DANAHER CORP DEL COM 235851102 31242 316600 SH DFND 316600 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 26180 550000 SH Call DFND 550000 0 0 DECKERS OUTDOOR CORP COM 243537107 11289 100000 SH Put DFND 100000 0 0 DEERE & CO COM 244199105 27960 200000 SH Call DFND 200000 0 0 DEERE & CO COM 244199105 13980 100000 SH Put DFND 100000 0 0 DEERE & CO COM 244199105 14543 104026 SH DFND 104026 0 0 DICKS SPORTING GOODS INC COM 253393102 31725 900000 SH Call DFND 900000 0 0 DOLLAR TREE INC COM 256746108 34000 400000 SH Call DFND 400000 0 0 DOLLAR TREE INC COM 256746108 40375 475000 SH DFND 475000 0 0 DOMTAR CORP COM NEW 257559203 2368 49600 SH DFND 49600 0 0 DOVER CORP COM 260003108 29554 403737 SH DFND 403737 0 0 DOVER CORP COM 260003108 7320 100000 SH Put DFND 100000 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 122000 1000000 SH Call DFND 1000000 0 0 ELDORADO RESORTS INC COM 28470R102 19550 500000 SH Call DFND 500000 0 0 ELDORADO RESORTS INC COM 28470R102 97750 2500000 SH DFND 2500000 0 0 ELECTRONIC ARTS INC COM 285512109 176275 1250000 SH DFND 1250000 0 0 ELECTRONIC ARTS INC COM 285512109 35255 250000 SH Call DFND 250000 0 0 EMERSON ELEC CO COM 291011104 6914 100000 SH Call DFND 100000 0 0 EMERSON ELEC CO COM 291011104 6914 100000 SH Put DFND 100000 0 0 EMERSON ELEC CO COM 291011104 27138 392504 SH DFND 392504 0 0 ENERGIZER HLDGS INC NEW COM 29272W109 69256 1100000 SH DFND 1100000 0 0 EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 15275 706851 SH DFND 706851 0 0 F M C CORP COM NEW 302491303 10491 117600 SH DFND 117600 0 0 FACTSET RESH SYS INC COM 303075105 24763 125000 SH Call DFND 125000 0 0 FERRO CORP COM 315405100 32318 1550000 SH DFND 1550000 0 0 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 3778 200000 SH Put DFND 200000 0 0 FIVE BELOW INC COM 33829M101 19542 200000 SH Put DFND 200000 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 21654 438953 SH DFND 438953 0 0 FLOWSERVE CORP COM 34354P105 5393 133500 SH DFND 133500 0 0 FOOT LOCKER INC COM 344849104 48856 927947 SH DFND 927947 0 0 FOOT LOCKER INC COM 344849104 31590 600000 SH Call DFND 600000 0 0 FORTIVE CORP COM 34959J108 13903 180295 SH DFND 180295 0 0 FORWARD AIR CORP COM 349853101 8510 144038 SH DFND 144038 0 0 FOSSIL GROUP INC COM 34988V106 5374 200000 SH Put DFND 200000 0 0 G-III APPAREL GROUP LTD COM 36237H101 39960 900000 SH DFND 900000 0 0 GAP INC DEL COM 364760108 9717 300000 SH Put DFND 300000 0 0 GATES INDUSTRIAL CORPRATIN P ORD SHS G39108108 6688 411067 SH DFND 411067 0 0 GENERAL ELECTRIC CO COM 369604103 13610 1000000 SH Call DFND 1000000 0 0 GENERAL MTRS CO COM 37045V100 9456 240000 SH DFND 240000 0 0 GENUINE PARTS CO COM 372460105 32127 350000 SH Call DFND 350000 0 0 GRAINGER W W INC COM 384802104 15065 48850 SH DFND 48850 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 12888 888200 SH DFND 888200 0 0 GRAY TELEVISION INC COM 389375106 13430 850000 SH DFND 850000 0 0 GREENBRIER COS INC COM 393657101 9071 171956 SH DFND 171956 0 0 GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 10221 1000000 SH DFND 1000000 0 0 HANESBRANDS INC COM 410345102 17616 800000 SH Put DFND 800000 0 0 HARLEY DAVIDSON INC COM 412822108 12624 300000 SH Call DFND 300000 0 0 HARLEY DAVIDSON INC COM 412822108 6312 150000 SH DFND 150000 0 0 HARRIS CORP DEL COM 413875105 5565 38500 SH DFND 38500 0 0 HD SUPPLY HLDGS INC COM 40416M105 2137 49834 SH DFND 49834 0 0 HILTON GRAND VACATIONS INC COM 43283X105 20820 600000 SH DFND 600000 0 0 HILTON GRAND VACATIONS INC COM 43283X105 17350 500000 SH Call DFND 500000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 62877 794300 SH DFND 794300 0 0 HONEYWELL INTL INC COM 438516106 14405 100000 SH Put DFND 100000 0 0 HONEYWELL INTL INC COM 438516106 49594 344284 SH DFND 344284 0 0 HOST HOTELS & RESORTS INC COM 44107P104 6848 325000 SH DFND 325000 0 0 HUB GROUP INC CL A 443320106 45361 910864 SH DFND 910864 0 0 HUDSON LTD COM CL A G46408103 16616 950000 SH DFND 950000 0 0 HYATT HOTELS CORP COM CL A 448579102 92551 1199630 SH DFND 1199630 0 0 IAC INTERACTIVECORP COM 44919P508 109793 720000 SH DFND 720000 0 0 IAC INTERACTIVECORP COM 44919P508 30498 200000 SH Call DFND 200000 0 0 ILG INC COM 44967H101 11531 349100 SH DFND 349100 0 0 ILLINOIS TOOL WKS INC COM 452308109 13854 100000 SH Call DFND 100000 0 0 INGERSOLL-RAND PLC SHS G47791101 8973 100000 SH Call DFND 100000 0 0 INGERSOLL-RAND PLC SHS G47791101 26929 300114 SH DFND 300114 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 47642 2050000 SH DFND 2050000 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 23240 1000000 SH Call DFND 1000000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 60078 350000 SH Call DFND 350000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 205980 1200000 SH Put DFND 1200000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 638703 3900000 SH Put DFND 3900000 0 0 ISHARES TR US HOME CONS ETF 464288752 11445 300000 SH Call DFND 300000 0 0 ITT INC COM 45073V108 2614 50000 SH Put DFND 50000 0 0 ITT INC COM 45073V108 29586 566032 SH DFND 566032 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 10476 165000 SH DFND 165000 0 0 JASON INDS INC COM 471172106 445 192000 SH DFND 192000 0 0 JASON INDS INC *W EXP 06/30/201 471172114 15 1498645 SH DFND 1498645 0 0 July 18 Puts on BBD/B CN PUT 000019790 9899 2500000 SH Put DFND 2500000 0 0 KENNAMETAL INC COM 489170100 7180 200000 SH Call DFND 200000 0 0 KIMBERLY CLARK CORP COM 494368103 31602 300000 SH Put DFND 300000 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 17195 450000 SH Call DFND 450000 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 81730 2138960 SH DFND 2138960 0 0 KOHLS CORP COM 500255104 23693 325000 SH Call DFND 325000 0 0 L3 TECHNOLOGIES INC COM 502413107 13462 70000 SH DFND 70000 0 0 LA Z BOY INC COM 505336107 6120 200000 SH Put DFND 200000 0 0 LAS VEGAS SANDS CORP COM 517834107 22908 300000 SH Put DFND 300000 0 0 LEAR CORP COM NEW 521865204 23592 126970 SH DFND 126970 0 0 LENNAR CORP CL A 526057104 56438 1075000 SH DFND 1075000 0 0 LENNAR CORP CL A 526057104 31500 600000 SH Call DFND 600000 0 0 LOUISIANA PAC CORP COM 546347105 3920 144000 SH DFND 144000 0 0 LULULEMON ATHLETICA INC COM 550021109 39328 315000 SH DFND 315000 0 0 LULULEMON ATHLETICA INC COM 550021109 18728 150000 SH Call DFND 150000 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 10985 100000 SH DFND 100000 0 0 MACYS INC COM 55616P104 35559 950000 SH DFND 950000 0 0 MACYS INC COM 55616P104 37430 1000000 SH Call DFND 1000000 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 46529 150000 SH Call DFND 150000 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 75997 245000 SH DFND 245000 0 0 MARRIOTT INTL INC NEW CL A 571903202 126600 1000000 SH Call DFND 1000000 0 0 MARRIOTT INTL INC NEW CL A 571903202 43552 344012 SH DFND 344012 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 46314 410000 SH DFND 410000 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 158144 1400000 SH Call DFND 1400000 0 0 MASCO CORP COM 574599106 3742 100000 SH Call DFND 100000 0 0 MASTEC INC COM 576323109 4143 81637 SH DFND 81637 0 0 MCDONALDS CORP COM 580135101 47007 300000 SH DFND 300000 0 0 MELCO RESORT ENTERTAINMENT L ADR 585464100 56000 2000000 SH Call DFND 2000000 0 0 MELCO RESORT ENTERTAINMENT L ADR 585464100 33600 1200000 SH DFND 1200000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 29030 1000000 SH Call DFND 1000000 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 19980 300000 SH Call DFND 300000 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 88911 1335000 SH DFND 1335000 0 0 MOSAIC CO NEW COM 61945C103 11310 403200 SH DFND 403200 0 0 NAVISTAR INTL CORP NEW COM 63934E108 15931 391244 SH DFND 391244 0 0 NAVISTAR INTL CORP NEW COM 63934E108 4072 100000 SH Call DFND 100000 0 0 NAVISTAR INTL CORP NEW COM 63934E108 4072 100000 SH Put DFND 100000 0 0 NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 94 164759 SH DFND 164759 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 28626 390000 SH DFND 390000 0 0 NIKE INC CL B 654106103 31872 400000 SH Call DFND 400000 0 0 NORTHROP GRUMMAN CORP COM 666807102 18336 59591 SH DFND 59591 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 22444 475000 SH DFND 475000 0 0 NUTRIEN LTD COM 67077M108 3915 72000 SH DFND 72000 0 0 NVENT ELECTRIC PLC SHS G6700G107 7621 303615 SH DFND 303615 0 0 OCEANEERING INTL INC COM 675232102 2546 100000 SH DFND 100000 0 0 OLYMPIC STEEL INC COM 68162K106 616 30205 SH DFND 30205 0 0 OMNOVA SOLUTIONS INC COM 682129101 11960 1150000 SH DFND 1150000 0 0 OPGEN INC *W EXP 05/08/202 68373L125 2 3998 SH DFND 3998 0 0 OSHKOSH CORP COM 688239201 4641 65995 SH DFND 65995 0 0 PACCAR INC COM 693718108 9294 150000 SH Call DFND 150000 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 20813 750000 SH Call DFND 750000 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 25669 925000 SH DFND 925000 0 0 PAYPAL HLDGS INC COM 70450Y103 97842 1175000 SH DFND 1175000 0 0 PENN NATL GAMING INC COM 707569109 33590 1000000 SH Call DFND 1000000 0 0 PENNEY J C INC COM 708160106 9360 4000000 SH Call DFND 4000000 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 19084 520000 SH DFND 520000 0 0 PLANET FITNESS INC CL A 72703H101 38008 865000 SH DFND 865000 0 0 PLATFORM SPECIALTY PRODS COR COM 72766Q105 5220 450000 SH DFND 450000 0 0 POLARIS INDS INC COM 731068102 24436 200000 SH Call DFND 200000 0 0 POST HLDGS INC COM 737446104 23225 270000 SH DFND 270000 0 0 PROSHARES TR II VIX SH TRM FUTRS 74347W171 623 20399 SH DFND 20399 0 0 PVH CORP COM 693656100 44916 300000 SH Call DFND 300000 0 0 PVH CORP COM 693656100 131005 875000 SH DFND 875000 0 0 QUEST RESOURCE HLDG CORP COM NEW 74836W203 14 7357 SH DFND 7357 0 0 RALPH LAUREN CORP CL A 751212101 31430 250000 SH DFND 250000 0 0 RED ROCK RESORTS INC CL A 75700L108 16750 500000 SH DFND 500000 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 12256 140000 SH DFND 140000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 34673 575000 SH DFND 575000 0 0 RH COM 74967X103 55880 400000 SH DFND 400000 0 0 RLJ LODGING TR COM 74965L101 43282 1962900 SH DFND 1962900 0 0 ROPER TECHNOLOGIES INC COM 776696106 27591 100000 SH DFND 100000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 90650 875000 SH DFND 875000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 67340 650000 SH Call DFND 650000 0 0 RUSH ENTERPRISES INC CL A 781846209 35392 815854 SH DFND 815854 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 23124 278098 SH DFND 278098 0 0 SCHNEIDER NATIONAL INC CL B 80689H102 37137 1349940 SH DFND 1349940 0 0 SCIENTIFIC GAMES CORP COM 80874P109 13762 280000 SH DFND 280000 0 0 SCIENTIFIC GAMES CORP COM 80874P109 19660 400000 SH Call DFND 400000 0 0 SCOTTS MIRACLE GRO CO CL A 810186106 2911 35000 SH DFND 35000 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 128825 2500000 SH Call DFND 2500000 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 41224 800000 SH Put DFND 800000 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 93119 1300000 SH Call DFND 1300000 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 64467 900000 SH Put DFND 900000 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 69470 1000000 SH Put DFND 1000000 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1899 25000 SH DFND 25000 0 0 SHUTTERFLY INC COM 82568P304 31511 350000 SH DFND 350000 0 0 SIGNET JEWELERS LIMITED SHS G81276100 11150 200000 SH Put DFND 200000 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 8359 260000 SH DFND 260000 0 0 SKECHERS U S A INC CL A 830566105 15005 500000 SH Call DFND 500000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 976608 3600000 SH Put DFND 3600000 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 12918 300000 SH Put DFND 300000 0 0 SPDR SERIES TRUST S&P RETAIL ETF 78464A714 53416 1100000 SH Put DFND 1100000 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 18710 434516 SH DFND 434516 0 0 SPDR SERIES TRUST S&P RETAIL ETF 78464A714 8814 181500 SH DFND 181500 0 0 STITCH FIX INC COM CL A 860897107 6860 250000 SH DFND 250000 0 0 SYNTHETIC BIOLOGICS INC COM 87164U102 24 100000 SH DFND 100000 0 0 TAILORED BRANDS INC COM 87403A107 15312 600000 SH Call DFND 600000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 29590 250000 SH Call DFND 250000 0 0 TAPESTRY INC COM 876030107 21020 450000 SH DFND 450000 0 0 TARGET CORP COM 87612E106 38060 500000 SH Call DFND 500000 0 0 TECHNIPFMC PLC COM G87110105 4126 130000 SH DFND 130000 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 24945 125316 SH DFND 125316 0 0 TEMPUR SEALY INTL INC COM 88023U101 36038 750000 SH Call DFND 750000 0 0 TEMPUR SEALY INTL INC COM 88023U101 75679 1575000 SH DFND 1575000 0 0 TEXTRON INC COM 883203101 34022 516195 SH DFND 516195 0 0 TEXTRON INC COM 883203101 15818 240000 SH Call DFND 240000 0 0 TEXTRON INC COM 883203101 6591 100000 SH Put DFND 100000 0 0 TJX COS INC NEW COM 872540109 52349 550000 SH DFND 550000 0 0 TRONOX LTD SHS CL A Q9235V101 3444 175000 SH DFND 175000 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 99380 2000000 SH Call DFND 2000000 0 0 ULTA BEAUTY INC COM 90384S303 5837 25000 SH DFND 25000 0 0 UNDER ARMOUR INC CL A 904311107 11240 500000 SH Call DFND 500000 0 0 UNDER ARMOUR INC CL A 904311107 31472 1400000 SH DFND 1400000 0 0 UNION PAC CORP COM 907818108 35420 250000 SH Put DFND 250000 0 0 UNITED RENTALS INC COM 911363109 22143 150000 SH Call DFND 150000 0 0 UNITED RENTALS INC COM 911363109 5905 40000 SH Put DFND 40000 0 0 UNITED RENTALS INC COM 911363109 5512 37336 SH DFND 37336 0 0 UNITED TECHNOLOGIES CORP COM 913017109 18502 147977 SH DFND 147977 0 0 US FOODS HLDG CORP COM 912008109 27420 725000 SH DFND 725000 0 0 US XPRESS ENTERPRISES INC COM CL A 90338N202 4879 322284 SH DFND 322284 0 0 USA TRUCK INC COM 902925106 8709 371071 SH DFND 371071 0 0 VENATOR MATLS PLC SHS G9329Z100 8717 532800 SH DFND 532800 0 0 VISA INC COM CL A 92826C839 94702 715000 SH DFND 715000 0 0 VISA INC COM CL A 92826C839 66225 500000 SH Call DFND 500000 0 0 VISTA OUTDOOR INC COM 928377100 3098 200000 SH Put DFND 200000 0 0 WABASH NATL CORP COM 929566107 6880 368709 SH DFND 368709 0 0 WABCO HLDGS INC COM 92927K102 4830 41278 SH DFND 41278 0 0 WALMART INC COM 931142103 128475 1500000 SH Call DFND 1500000 0 0 WASTE CONNECTIONS INC COM 94106B101 22584 300000 SH Put DFND 300000 0 0 WASTE CONNECTIONS INC COM 94106B101 50354 668888 SH DFND 668888 0 0 WASTE MGMT INC DEL COM 94106L109 50378 619347 SH DFND 619347 0 0 WASTE MGMT INC DEL COM 94106L109 12201 150000 SH Put DFND 150000 0 0 WILLIAMS SONOMA INC COM 969904101 15345 250000 SH Put DFND 250000 0 0 WINNEBAGO INDS INC COM 974637100 14210 350000 SH Call DFND 350000 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 101948 1400000 SH Call DFND 1400000 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 38959 535000 SH DFND 535000 0 0 WYNDHAM DESTINATIONS INC COM 98310W108 22135 500000 SH Call DFND 500000 0 0 XPO LOGISTICS INC COM 983793100 25045 250000 SH Call DFND 250000 0 0 XPO LOGISTICS INC COM 983793100 4501 44928 SH DFND 44928 0 0 XYLEM INC COM 98419M100 14213 210937 SH DFND 210937 0 0 XYLEM INC COM 98419M100 6738 100000 SH Put DFND 100000 0 0 YANDEX N V SHS CLASS A N97284108 38593 1075000 SH DFND 1075000 0 0