0001144204-17-043147.txt : 20170814
0001144204-17-043147.hdr.sgml : 20170814
20170814160904
ACCESSION NUMBER: 0001144204-17-043147
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170814
DATE AS OF CHANGE: 20170814
EFFECTIVENESS DATE: 20170814
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: 171030199
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
06-30-2017
06-30-2017
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
08-14-2017
0
250
9303376
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
10410
50000
SH
DFND
50000
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
149682
2600000
SH
DFND
2600000
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
57570
1000000
SH
Put
DFND
1000000
0
0
ADVANCED DISP SVCS INC DEL
COM
00790X101
15629
687600
SH
DFND
687600
0
0
AIR PRODS & CHEMS INC
COM
009158106
5722
40000
SH
DFND
40000
0
0
ALCOA CORP
COM
013872106
3314
101500
SH
DFND
101500
0
0
ALPHABET INC
CAP STK CL A
02079K305
139452
150000
SH
Call
DFND
150000
0
0
ALPHABET INC
CAP STK CL A
02079K305
162694
175000
SH
DFND
175000
0
0
AMAZON COM INC
COM
023135106
48400
50000
SH
Call
DFND
50000
0
0
AMAZON COM INC
COM
023135106
154880
160000
SH
DFND
160000
0
0
AMERICAN RAILCAR INDS INC
COM
02916P103
575
15000
SH
DFND
15000
0
0
AMETEK INC NEW
COM
031100100
13931
230000
SH
DFND
230000
0
0
APERAM
COM
00B58C6H1
13480
290000
SH
DFND
290000
0
0
ARCBEST CORP
COM
03937C105
3563
172943
SH
DFND
172943
0
0
ARCELORMITTAL SA LUXEMBOURG
NY REGISTRY SH
03938L203
22730
1000000
SH
Call
DFND
1000000
0
0
ARCELORMITTAL SA LUXEMBOURG
COM
00BYPBS67
15786
696001
SH
DFND
696001
0
0
AT HOME GROUP INC
COM
04650Y100
10577
454125
SH
DFND
454125
0
0
ATKORE INTL GROUP INC
COM
047649108
4848
215000
SH
DFND
215000
0
0
BERRY GLOBAL GROUP INC
COM
08579W103
4418
77500
SH
DFND
77500
0
0
BEST BUY INC
COM
086516101
34398
600000
SH
DFND
600000
0
0
BJS RESTAURANTS INC
COM
09180C106
19434
521712
SH
DFND
521712
0
0
BJS RESTAURANTS INC
COM
09180C106
5900
158400
SH
Call
DFND
158400
0
0
BOYD GAMING CORP
COM
103304101
29761
1199558
SH
DFND
1199558
0
0
BRUNSWICK CORP
COM
117043109
24465
390000
SH
DFND
390000
0
0
BUFFALO WILD WINGS INC
COM
119848109
25340
200000
SH
Put
DFND
200000
0
0
BURLINGTON STORES INC
COM
122017106
25297
275000
SH
Put
DFND
275000
0
0
BURLINGTON STORES INC
COM
122017106
29897
325000
SH
DFND
325000
0
0
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
34340
500000
SH
Call
DFND
500000
0
0
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
6461
94070
SH
DFND
94070
0
0
CAMPING WORLD HLDGS INC
CL A
13462K109
21469
695900
SH
DFND
695900
0
0
CANADIAN NATL RY CO
COM
136375102
40525
500000
SH
DFND
500000
0
0
CATERPILLAR INC DEL
COM
149123101
22029
205000
SH
DFND
205000
0
0
CBS CORP NEW
CL B
124857202
95691
1500322
SH
DFND
1500322
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
148214
440000
SH
DFND
440000
0
0
CHEMOURS CO
COM
163851108
5688
150000
SH
DFND
150000
0
0
CHURCHILL DOWNS INC
COM
171484108
66843
364665
SH
DFND
364665
0
0
COACH INC
COM
189754104
172791
3650000
SH
DFND
3650000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
154984
800000
SH
DFND
800000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
130768
675000
SH
Put
DFND
675000
0
0
COSTCO WHSL CORP NEW
COM
22160K105
67970
425000
SH
Put
DFND
425000
0
0
COSTCO WHSL CORP NEW
COM
22160K105
130919
818600
SH
DFND
818600
0
0
CSX CORP
COM
126408103
1910
35000
SH
DFND
35000
0
0
DEERE & CO
COM
244199105
26626
215441
SH
DFND
215441
0
0
DELIVERY HERO AG
COM
00BZCNB42
642
20000
SH
DFND
20000
0
0
DELPHI AUTOMOTIVE PLC
SHS
G27823106
16154
184300
SH
DFND
184300
0
0
DILLARDS INC
CL A
254067101
11538
200000
SH
Call
DFND
200000
0
0
DISNEY WALT CO
COM DISNEY
254687106
26563
250000
SH
DFND
250000
0
0
DOLLAR GEN CORP NEW
COM
256677105
18023
250000
SH
Call
DFND
250000
0
0
DOLLAR GEN CORP NEW
COM
256677105
7209
100000
SH
DFND
100000
0
0
DOLLAR TREE INC
COM
256746108
104880
1500000
SH
DFND
1500000
0
0
DOVER CORP
COM
260003108
22061
275000
SH
DFND
275000
0
0
DOVER CORP
COM
260003108
8022
100000
SH
Put
DFND
100000
0
0
DOW CHEM CO
COM
260543103
3154
50000
SH
DFND
50000
0
0
EAGLE MATERIALS INC
COM
26969P108
2449
26500
SH
DFND
26500
0
0
EASTMAN CHEM CO
COM
277432100
14698
175000
SH
DFND
175000
0
0
ELDORADO RESORTS INC
COM
28470R102
28777
1438842
SH
DFND
1438842
0
0
ELECTRONIC ARTS INC
COM
285512109
52860
500000
SH
Put
DFND
500000
0
0
EMERSON ELEC CO
COM
291011104
10948
183632
SH
DFND
183632
0
0
EXPEDIA INC DEL
COM NEW
30212P303
17874
120000
SH
Put
DFND
120000
0
0
EXTENDED STAY AMER INC
UNIT 99/99/9999B
30224P200
64856
3350000
SH
DFND
3350000
0
0
FACEBOOK INC
CL A
30303M102
45294
300000
SH
Call
DFND
300000
0
0
FASTENAL CO
COM
311900104
8706
200000
SH
Call
DFND
200000
0
0
FERRO CORP
COM
315405100
25513
1394940
SH
DFND
1394940
0
0
FLOWSERVE CORP
COM
34354P105
11608
250000
SH
Call
DFND
250000
0
0
FLUOR CORP NEW
COM
343412102
12590
275000
SH
Call
DFND
275000
0
0
FOOT LOCKER INC
COM
344849104
54208
1100000
SH
Call
DFND
1100000
0
0
FORTIVE CORP
COM
34959J108
22173
350000
SH
Put
DFND
350000
0
0
FORTIVE CORP
COM
34959J108
44979
710000
SH
DFND
710000
0
0
FOUNDATION BLDG MATLS INC
COM
350392106
965
75000
SH
DFND
75000
0
0
GENERAL DYNAMICS CORP
COM
369550108
47090
237707
SH
DFND
237707
0
0
GENERAL DYNAMICS CORP
COM
369550108
19810
100000
SH
Put
DFND
100000
0
0
GENERAL ELECTRIC CO
COM
369604103
27010
1000000
SH
Call
DFND
1000000
0
0
GEVO INC
COM PAR
374396307
103
150000
SH
Call
DFND
150000
0
0
GRACE W R & CO DEL NEW
COM
38388F108
10229
142056
SH
DFND
142056
0
0
GRAINGER W W INC
COM
384802104
23469
130000
SH
Call
DFND
130000
0
0
GRAY TELEVISION INC
COM
389375106
8220
600000
SH
DFND
600000
0
0
GREENBRIER COS INC
COM
393657101
6322
136700
SH
DFND
136700
0
0
HD SUPPLY HLDGS INC
COM
40416M105
13784
450000
SH
DFND
450000
0
0
HILTON GRAND VACATIONS INC
COM
43283X105
35022
971211
SH
DFND
971211
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
140318
2268680
SH
DFND
2268680
0
0
HOME DEPOT INC
COM
437076102
15202
99100
SH
DFND
99100
0
0
HONEYWELL INTL INC
COM
438516106
49984
375000
SH
DFND
375000
0
0
HONEYWELL INTL INC
COM
438516106
19994
150000
SH
Put
DFND
150000
0
0
HUBBELL INC
COM
443510607
8488
75000
SH
DFND
75000
0
0
HUNTSMAN CORP
COM
447011107
9044
350000
SH
DFND
350000
0
0
IAC INTERACTIVECORP
COM
44919P508
25810
250000
SH
DFND
250000
0
0
ILG INC
COM
44967H101
30796
1120253
SH
DFND
1120253
0
0
ILG INC
COM
44967H101
13745
500000
SH
Call
DFND
500000
0
0
ILLINOIS TOOL WKS INC
COM
452308109
21488
150000
SH
Put
DFND
150000
0
0
ILLINOIS TOOL WKS INC
COM
452308109
53723
375033
SH
DFND
375033
0
0
INGERSOLL-RAND PLC
SHS
G47791101
10062
110100
SH
DFND
110100
0
0
INTL PAPER CO
COM
460146103
20380
360000
SH
DFND
360000
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
197288
1400000
SH
Call
DFND
1400000
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
169104
1200000
SH
Put
DFND
1200000
0
0
ITT INC
COM
45073V108
16273
405000
SH
DFND
405000
0
0
JACK IN THE BOX INC
COM
466367109
4925
50000
SH
DFND
50000
0
0
JASON INDS INC
COM
471172106
1933
1498645
SH
Call
DFND
1498645
0
0
JASON INDS INC
COM
471172106
587
455000
SH
DFND
455000
0
0
JELD-WEN HLDG INC
COM
47580P103
19003
585441
SH
DFND
585441
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
13008
300000
SH
Call
DFND
300000
0
0
KELLOGG CO
COM
487836108
5904
85000
SH
DFND
85000
0
0
KIMBERLY CLARK CORP
COM
494368103
32278
250000
SH
Call
DFND
250000
0
0
KLOECKNER & CO SE
COM
00B170DQ6
3085
293000
SH
DFND
293000
0
0
KNIGHT TRANSN INC
COM
499064103
14820
400000
SH
DFND
400000
0
0
L BRANDS INC
COM
501797104
36376
675000
SH
DFND
675000
0
0
L BRANDS INC
COM
501797104
32334
600000
SH
Put
DFND
600000
0
0
LA QUINTA HLDGS INC
COM
50420D108
21786
1475000
SH
DFND
1475000
0
0
LAUDER ESTEE COS INC
CL A
518439104
134372
1400000
SH
DFND
1400000
0
0
LAUREATE EDUCATION INC
CL A
518613203
17908
1021587
SH
DFND
1021587
0
0
LEAR CORP
COM NEW
521865204
20829
146600
SH
DFND
146600
0
0
LENNAR CORP
CL A
526057104
1066
20000
SH
DFND
20000
0
0
LENNOX INTL INC
COM
526107107
13773
75000
SH
DFND
75000
0
0
LIBERTY BROADBAND CORP
COM SER A
530307107
14087
164200
SH
DFND
164200
0
0
LIBERTY INTERACTIVE CORP
QVC GP COM SER A
53071M104
41718
1700000
SH
DFND
1700000
0
0
LINCOLN ELEC HLDGS INC
COM
533900106
12067
131032
SH
DFND
131032
0
0
LOUISIANA PAC CORP
COM
546347105
2411
100000
SH
DFND
100000
0
0
LOWES COS INC
COM
548661107
96913
1250000
SH
Put
DFND
1250000
0
0
MADISON SQUARE GARDEN CO NEW
CL A
55825T103
49546
251631
SH
DFND
251631
0
0
MARINEMAX INC
COM
567908108
7882
403165
SH
DFND
403165
0
0
MARRIOTT INTL INC NEW
CL A
571903202
107833
1075000
SH
DFND
1075000
0
0
MARRIOTT VACATIONS WRLDWDE C
COM
57164Y107
27367
232414
SH
DFND
232414
0
0
MARRIOTT VACATIONS WRLDWDE C
COM
57164Y107
47100
400000
SH
Call
DFND
400000
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
17806
80000
SH
DFND
80000
0
0
MASCO CORP
COM
574599106
1911
50000
SH
DFND
50000
0
0
MASTEC INC
COM
576323109
6095
135000
SH
DFND
135000
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
36435
300000
SH
DFND
300000
0
0
MCDONALDS CORP
COM
580135101
114870
750000
SH
Put
DFND
750000
0
0
MCDONALDS CORP
COM
580135101
107212
700000
SH
DFND
700000
0
0
MELCO RESORT ENTERTAINMENT L
ADR
585464100
11225
500000
SH
Call
DFND
500000
0
0
MELCO RESORT ENTERTAINMENT L
ADR
585464100
72963
3250000
SH
DFND
3250000
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
31290
1000000
SH
Put
DFND
1000000
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
29726
950000
SH
DFND
950000
0
0
MILACRON HLDGS CORP
COM
59870L106
2639
150000
SH
DFND
150000
0
0
MOHAWK INDS INC
COM
608190104
9184
38000
SH
DFND
38000
0
0
MOLSON COORS BREWING CO
CL B
60871R209
30219
350000
SH
DFND
350000
0
0
MONSANTO CO NEW
COM
61166W101
2419
20437
SH
DFND
20437
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
14904
300000
SH
DFND
300000
0
0
MSG NETWORK INC
CL A
553573106
19981
890000
SH
DFND
890000
0
0
NAVISTAR INTL CORP NEW
COM
63934E108
918
35000
SH
DFND
35000
0
0
NESTLE
COM
007123870
122142
1403500
SH
DFND
1403500
0
0
NETFLIX INC
COM
64110L106
44823
300000
SH
Call
DFND
300000
0
0
NETFLIX INC
COM
64110L106
63499
425000
SH
DFND
425000
0
0
NEWELL BRANDS INC
COM
651229106
83111
1550000
SH
DFND
1550000
0
0
NEXEO SOLUTIONS INC
COM SHS
65342H102
1424
171624
SH
Call
DFND
171624
0
0
NEXEO SOLUTIONS INC
COM SHS
65342H102
2205
265676
SH
DFND
265676
0
0
NEXSTAR MEDIA GROUP INC
CL A
65336K103
66315
1108949
SH
DFND
1108949
0
0
NIKE INC
CL B
654106103
88500
1500000
SH
Put
DFND
1500000
0
0
NORDSTROM INC
COM
655664100
24872
520000
SH
DFND
520000
0
0
NORWEGIAN CRUISE LINE HLDGS
SHS
G66721104
16287
300000
SH
Call
DFND
300000
0
0
NORWEGIAN CRUISE LINE HLDGS
SHS
G66721104
69220
1275000
SH
DFND
1275000
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
32811
150000
SH
Call
DFND
150000
0
0
OLIN CORP
COM PAR $1
680665205
3785
125000
SH
DFND
125000
0
0
OLLIES BARGAIN OUTLT HLDGS I
COM
681116109
298
7000
SH
DFND
7000
0
0
OMNOVA SOLUTIONS INC
COM
682129101
4066
417031
SH
DFND
417031
0
0
OPGEN INC
COM
68373L109
64
100000
SH
Call
DFND
100000
0
0
ORION ENGINEERED CARBONS S A
COM
L72967109
13436
673500
SH
DFND
673500
0
0
PACKAGING CORP AMER
COM
695156109
9468
85000
SH
DFND
85000
0
0
PARKER HANNIFIN CORP
COM
701094104
37861
236900
SH
DFND
236900
0
0
PARKER HANNIFIN CORP
COM
701094104
55937
350000
SH
Put
DFND
350000
0
0
PENN NATL GAMING INC
COM
707569109
38821
1814084
SH
DFND
1814084
0
0
PENTAIR PLC
SHS
G7S00T104
29610
445000
SH
DFND
445000
0
0
PENTAIR PLC
SHS
G7S00T104
9981
150000
SH
Put
DFND
150000
0
0
PEPSICO INC
COM
713448108
115490
1000000
SH
Call
DFND
1000000
0
0
PEPSICO INC
COM
713448108
115490
1000000
SH
DFND
1000000
0
0
PINNACLE FOODS INC DEL
COM
72348P104
32967
555000
SH
DFND
555000
0
0
PLATFORM SPECIALTY PRODS COR
COM
72766Q105
951
75000
SH
DFND
75000
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
406038
2950000
SH
Put
DFND
2950000
0
0
PRICELINE GRP INC
COM NEW
741503403
37410
20000
SH
DFND
20000
0
0
PROSHARES TR II
VIX SHORT TERM F
74347W262
1329
125000
SH
DFND
125000
0
0
PVH CORP
COM
693656100
45800
400000
SH
DFND
400000
0
0
QUANTA SVCS INC
COM
74762E102
4938
150000
SH
Call
DFND
150000
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
45
18753
SH
Call
DFND
18753
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
18
7357
SH
DFND
7357
0
0
QUINPARIO ACQUISITION CORP 2
UNIT 01/01/2023X
74874U200
399
39000
SH
DFND
39000
0
0
QUINPARIO ACQUISITION CORP 2
COM
74874U101
1970
198600
SH
Call
DFND
198600
0
0
RALPH LAUREN CORP
CL A
751212101
11070
150000
SH
DFND
150000
0
0
RAYTHEON CO
COM NEW
755111507
21800
135000
SH
DFND
135000
0
0
REALOGY HLDGS CORP
COM
75605Y106
32174
991500
SH
DFND
991500
0
0
RED ROBIN GOURMET BURGERS IN
COM
75689M101
21360
327349
SH
DFND
327349
0
0
REPUBLIC SVCS INC
COM
760759100
27404
430000
SH
DFND
430000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
37837
605000
SH
DFND
605000
0
0
REXNORD CORP NEW
COM
76169B102
2906
125000
SH
DFND
125000
0
0
RLJ LODGING TR
COM
74965L101
44708
2250000
SH
DFND
2250000
0
0
ROCKWELL AUTOMATION INC
COM
773903109
45349
280000
SH
DFND
280000
0
0
ROCKWELL AUTOMATION INC
COM
773903109
24294
150000
SH
Call
DFND
150000
0
0
ROCKWELL AUTOMATION INC
COM
773903109
24294
150000
SH
Put
DFND
150000
0
0
ROCKWELL COLLINS INC
COM
774341101
16287
155000
SH
DFND
155000
0
0
ROPER TECHNOLOGIES INC
COM
776696106
13892
60000
SH
DFND
60000
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
90115
825000
SH
DFND
825000
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
32769
300000
SH
Call
DFND
300000
0
0
RYDER SYS INC
COM
783549108
28792
400000
SH
Call
DFND
400000
0
0
RYDER SYS INC
COM
783549108
46600
647400
SH
DFND
647400
0
0
RYERSON HLDG CORP
COM
783754104
3741
377900
SH
DFND
377900
0
0
SAIA INC
COM
78709Y105
2173
42366
SH
DFND
42366
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
23839
350000
SH
Put
DFND
350000
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
90
1000
SH
DFND
1000
0
0
SKECHERS U S A INC
CL A
830566105
22125
750000
SH
DFND
750000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
817284
3380000
SH
Put
DFND
3380000
0
0
SPDR SERIES TRUST
S&P METALS MNG
78464A755
8991
300000
SH
Call
DFND
300000
0
0
SPDR SERIES TRUST
S&P OILGAS EXP
78464A730
7980
250000
SH
Call
DFND
250000
0
0
SPDR SERIES TRUST
S&P RETAIL ETF
78464A714
0
1
SH
DFND
1
0
0
SPECTRUM BRANDS HLDGS INC
COM
84763R101
7502
60000
SH
DFND
60000
0
0
SPROUTS FMRS MKT INC
COM
85208M102
36185
1596150
SH
DFND
1596150
0
0
SPROUTS FMRS MKT INC
COM
85208M102
22670
1000000
SH
Call
DFND
1000000
0
0
STANLEY BLACK & DECKER INC
COM
854502101
14073
100000
SH
Put
DFND
100000
0
0
STANLEY BLACK & DECKER INC
COM
854502101
27442
195000
SH
DFND
195000
0
0
STARBUCKS CORP
COM
855244109
20409
350000
SH
Put
DFND
350000
0
0
STEEL DYNAMICS INC
COM
858119100
1432
40000
SH
DFND
40000
0
0
SYNTHETIC BIOLOGICS INC
COM
87164U102
57
100000
SH
DFND
100000
0
0
SYNTHETIC BIOLOGICS INC
COM
87164U102
254
450000
SH
Call
DFND
450000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
45863
625000
SH
DFND
625000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
24026
450000
SH
DFND
450000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
8009
150000
SH
Call
DFND
150000
0
0
TENNECO INC
COM
880349105
2892
50000
SH
Call
DFND
50000
0
0
TEREX CORP NEW
COM
880779103
6683
178200
SH
DFND
178200
0
0
TEXTRON INC
COM
883203101
9420
200000
SH
DFND
200000
0
0
THOR INDS INC
COM
885160101
101907
975000
SH
DFND
975000
0
0
THYSSENKRUPP AG
COM
005636927
4585
161400
SH
DFND
161400
0
0
TJX COS INC NEW
COM
872540109
72170
1000000
SH
DFND
1000000
0
0
TRACTOR SUPPLY CO
COM
892356106
32526
600000
SH
Put
DFND
600000
0
0
TRINITY INDS INC
COM
896522109
11212
400000
SH
Call
DFND
400000
0
0
TRINSEO S A
SHS
L9340P101
3435
50000
SH
DFND
50000
0
0
TWENTY FIRST CENTY FOX INC
CL A
90130A101
62348
2200000
SH
DFND
2200000
0
0
TWENTY FIRST CENTY FOX INC
CL A
90130A101
29757
1050000
SH
Call
DFND
1050000
0
0
ULTA BEAUTY INC
COM
90384S303
45974
160000
SH
DFND
160000
0
0
UNITED RENTALS INC
COM
911363109
7326
65000
SH
DFND
65000
0
0
UNITED RENTALS INC
COM
911363109
5636
50000
SH
Put
DFND
50000
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
17706
145000
SH
DFND
145000
0
0
US FOODS HLDG CORP
COM
912008109
50359
1850070
SH
DFND
1850070
0
0
USA TRUCK INC
COM
902925106
1654
191034
SH
DFND
191034
0
0
VAIL RESORTS INC
COM
91879Q109
101496
500400
SH
DFND
500400
0
0
VANECK VECTORS ETF TR
OIL SVCS ETF
92189F718
2479
100000
SH
Call
DFND
100000
0
0
VIACOM INC NEW
CL B
92553P201
42469
1265100
SH
DFND
1265100
0
0
VISA INC
COM CL A
92826C839
103158
1100000
SH
DFND
1100000
0
0
VISTA OUTDOOR INC
COM
928377100
14069
625000
SH
DFND
625000
0
0
VULCAN MATLS CO
COM
929160109
6611
52184
SH
DFND
52184
0
0
WABCO HLDGS INC
COM
92927K102
5738
45000
SH
DFND
45000
0
0
WASTE CONNECTIONS INC
COM
94106B101
32693
507498
SH
DFND
507498
0
0
WATSCO INC
COM
942622200
3084
20000
SH
DFND
20000
0
0
WERNER ENTERPRISES INC
COM
950755108
15262
520000
SH
DFND
520000
0
0
WESTLAKE CHEM CORP
COM
960413102
26550
401000
SH
DFND
401000
0
0
WESTROCK CO
COM
96145D105
10822
191000
SH
DFND
191000
0
0
WYNDHAM WORLDWIDE CORP
COM
98310W108
37597
374432
SH
DFND
374432
0
0
WYNN RESORTS LTD
COM
983134107
20118
150000
SH
Put
DFND
150000
0
0
XPO LOGISTICS INC
COM
983793100
32315
500000
SH
Call
DFND
500000
0
0
XPO LOGISTICS INC
COM
983793100
10341
160000
SH
DFND
160000
0
0
XYLEM INC
COM
98419M100
11086
200000
SH
Call
DFND
200000
0
0
YANDEX N V
SHS CLASS A
N97284108
16400
625000
SH
DFND
625000
0
0
YRC WORLDWIDE INC
COM PAR $.01
984249607
7878
708482
SH
DFND
708482
0
0
YUM BRANDS INC
COM
988498101
60852
825000
SH
DFND
825000
0
0