Chief Operating Officer

0001144204-18-008923.txt : 20180214 0001144204-18-008923.hdr.sgml : 20180214 20180214162844 ACCESSION NUMBER: 0001144204-18-008923 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 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: 18612737 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 12-31-2017 12-31-2017 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 02-13-2018 0 285 10634096 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 55312 235000 SH DFND 235000 0 0 3M CO COM 88579Y101 35306 150000 SH Put DFND 150000 0 0 ACTIVISION BLIZZARD INC COM 00507V109 74401 1175000 SH DFND 1175000 0 0 AIR PRODS & CHEMS INC COM 009158106 22971 140000 SH DFND 140000 0 0 ALCOA CORP COM 013872106 10801 200510 SH DFND 200510 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 103458 600000 SH DFND 600000 0 0 ALPHABET INC CAP STK CL A 02079K305 142209 135000 SH DFND 135000 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 8983 527489 SH DFND 527489 0 0 AMETEK INC NEW COM 031100100 40221 555000 SH DFND 555000 0 0 AMETEK INC NEW COM 031100100 10871 150000 SH Put DFND 150000 0 0 APHRIA COM 00BTC2NF2 17849 1200000 SH DFND 1200000 0 0 APTIV PLC SHS G6095L109 13505 159200 SH DFND 159200 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 21680 671000 SH DFND 671000 0 0 ARCELORMITALL COM 00BYPBS67 13013 400000 SH DFND 400000 0 0 ARCH COAL INC CL A 039380407 11645 125000 SH DFND 125000 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 6254 87833 SH DFND 87833 0 0 AT HOME GROUP INC COM 04650Y100 11407 375368 SH DFND 375368 0 0 AUTONATION INC COM 05329W102 12833 250000 SH Call DFND 250000 0 0 AUTOZONE INC COM 053332102 64023 90000 SH DFND 90000 0 0 B & G FOODS INC NEW COM 05508R106 15642 445000 SH DFND 445000 0 0 BOEING CO COM 097023105 27574 93500 SH DFND 93500 0 0 BOEING CO COM 097023105 29491 100000 SH Put DFND 100000 0 0 BOMBARDIER INC-B COM 002109723 10002 4150000 SH DFND 4150000 0 0 BOYD GAMING CORP COM 103304101 35050 1000000 SH Call DFND 1000000 0 0 BOYD GAMING CORP COM 103304101 33823 965000 SH DFND 965000 0 0 BRUNSWICK CORP COM 117043109 24573 445000 SH DFND 445000 0 0 BUNGE LIMITED COM G16962105 3354 50000 SH DFND 50000 0 0 BURLINGTON STORES INC COM 122017106 61515 500000 SH Call DFND 500000 0 0 BURLINGTON STORES INC COM 122017106 88213 717000 SH DFND 717000 0 0 CABOT CORP COM 127055101 15398 250000 SH DFND 250000 0 0 CAESARS ENTMT CORP COM 127686103 70524 5575000 SH DFND 5575000 0 0 CAMPING WORLD HLDGS INC CL A 13462K109 32653 730000 SH DFND 730000 0 0 CANNTRUST HOLDINGS INC COM 00BYVRPK2 1820 250000 SH DFND 250000 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 5099 100000 SH DFND 100000 0 0 CARTER INC COM 146229109 22323 190000 SH DFND 190000 0 0 CATERPILLAR INC DEL COM 149123101 70123 445000 SH DFND 445000 0 0 CATERPILLAR INC DEL COM 149123101 63032 400000 SH Put DFND 400000 0 0 CBS CORP NEW CL B 124857202 38291 649000 SH DFND 649000 0 0 CELADON GROUP INC COM 150838100 13557 2118285 SH DFND 2118285 0 0 CELANESE CORP DEL COM SER A 150870103 10173 95000 SH DFND 95000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 20158 60000 SH DFND 60000 0 0 CHILDRENS PL INC COM 168905107 27617 190000 SH DFND 190000 0 0 CHURCHILL DOWNS INC COM 171484108 110533 475000 SH DFND 475000 0 0 CINTAS CORP COM 172908105 31166 200000 SH DFND 200000 0 0 CNH INDL N V SHS N20944109 4020 300000 SH DFND 300000 0 0 COMCAST CORP NEW CL A 20030N101 105131 2625000 SH DFND 2625000 0 0 COMCAST CORP NEW CL A 20030N101 40050 1000000 SH Call DFND 1000000 0 0 COMMERCIAL METALS CO COM 201723103 6396 300000 SH DFND 300000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 177142 775000 SH DFND 775000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 108571 475000 SH Call DFND 475000 0 0 COVENANT TRANSN GROUP INC CL A 22284P105 2922 101707 SH DFND 101707 0 0 COVESTRO AKTIENGELLSCHAFT COM 00BYTBWY9 5677 55000 SH DFND 55000 0 0 CSX CORP COM 126408103 35654 648131 SH DFND 648131 0 0 CSX CORP COM 126408103 48134 875000 SH Call DFND 875000 0 0 DANA INCORPORATED COM 235825205 6402 200000 SH DFND 200000 0 0 DARDEN RESTAURANTS INC COM 237194105 28806 300000 SH Call DFND 300000 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 28688 520000 SH DFND 520000 0 0 DEERE & CO COM 244199105 15651 100000 SH Call DFND 100000 0 0 DEERE & CO COM 244199105 15651 100000 SH Put DFND 100000 0 0 DEERE & CO COM 244199105 32271 206189 SH DFND 206189 0 0 DELPHI TECHNOLOGIES PLC SHS G2709G107 9715 185159 SH DFND 185159 0 0 DILLARDS INC CL A 254067101 18015 300000 SH Call DFND 300000 0 0 DOLLAR TREE INC COM 256746108 27085 252400 SH Call DFND 252400 0 0 DOLLAR TREE INC COM 256746108 158282 1475000 SH DFND 1475000 0 0 DOMINOS PIZZA INC COM 25754A201 37792 200000 SH Put DFND 200000 0 0 DOVER CORP COM 260003108 20198 200000 SH Put DFND 200000 0 0 DOVER CORP COM 260003108 31307 310000 SH DFND 310000 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 26692 275000 SH DFND 275000 0 0 DUNKIN BRANDS GROUP INC COM 265504100 33847 525000 SH DFND 525000 0 0 DUNKIN BRANDS GROUP INC COM 265504100 25788 400000 SH Call DFND 400000 0 0 EAGLE MATERIALS INC COM 26969P108 28325 250000 SH Call DFND 250000 0 0 EASTMAN CHEM CO COM 277432100 4632 50000 SH DFND 50000 0 0 EATON CORP PLC SHS G29183103 15802 200000 SH Call DFND 200000 0 0 ECHO GLOBAL LOGISTICS INC COM 27875T101 3500 125000 SH Call DFND 125000 0 0 ECHO GLOBAL LOGISTICS INC COM 27875T101 38538 1376344 SH DFND 1376344 0 0 ELDORADO RESORTS INC COM 28470R102 64643 1950000 SH DFND 1950000 0 0 ELECTRONIC ARTS INC COM 285512109 52530 500000 SH Call DFND 500000 0 0 ELECTRONIC ARTS INC COM 285512109 108737 1035000 SH DFND 1035000 0 0 EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2371 100000 SH DFND 100000 0 0 FACEBOOK INC CL A 30303M102 185283 1050000 SH DFND 1050000 0 0 FASTENAL CO COM 311900104 10118 185000 SH DFND 185000 0 0 FEDEX CORP COM 31428X106 116229 465774 SH DFND 465774 0 0 FERRO CORP COM 315405100 32267 1367805 SH DFND 1367805 0 0 FIVE BELOW INC COM 33829M101 17243 260000 SH DFND 260000 0 0 FLIR SYS INC COM 302445101 6993 150000 SH DFND 150000 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 69612 1430000 SH DFND 1430000 0 0 FOOT LOCKER INC COM 344849104 3282 70000 SH DFND 70000 0 0 FORTIVE CORP COM 34959J108 41601 575000 SH DFND 575000 0 0 FORTIVE CORP COM 34959J108 21705 300000 SH Put DFND 300000 0 0 FORWARD AIR CORP COM 349853101 24417 425082 SH DFND 425082 0 0 G-III APPAREL GROUP LTD COM 36237H101 19367 525000 SH DFND 525000 0 0 GAP INC DEL COM 364760108 10218 300000 SH DFND 300000 0 0 GARDNER DENVER HLDGS INC COM 36555P107 856 25224 SH DFND 25224 0 0 GENERAL DYNAMICS CORP COM 369550108 13909 68365 SH DFND 68365 0 0 GENERAL DYNAMICS CORP COM 369550108 30518 150000 SH Call DFND 150000 0 0 GENERAL DYNAMICS CORP COM 369550108 20345 100000 SH Put DFND 100000 0 0 GENERAL ELECTRIC CO COM 369604103 10470 600000 SH Call DFND 600000 0 0 GRACE W R & CO DEL NEW COM 38388F108 7508 107056 SH DFND 107056 0 0 GRAINGER W W INC COM 384802104 63788 270000 SH DFND 270000 0 0 GRAINGER W W INC COM 384802104 23625 100000 SH Call DFND 100000 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 3090 200000 SH DFND 200000 0 0 GREENBRIER COS INC COM 393657101 10070 188929 SH DFND 188929 0 0 HANESBRANDS INC COM 410345102 31365 1500000 SH Call DFND 1500000 0 0 HARRIS CORP DEL COM 413875105 12749 90000 SH DFND 90000 0 0 HAYNES INTERNATIONAL INC COM NEW 420877201 3205 100000 SH DFND 100000 0 0 HD SUPPLY HLDGS INC COM 40416M105 8206 205000 SH DFND 205000 0 0 HD SUPPLY HLDGS INC COM 40416M105 4003 100000 SH Call DFND 100000 0 0 HILTON GRAND VACATIONS INC COM 43283X105 30731 732555 SH DFND 732555 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 99825 1250000 SH DFND 1250000 0 0 HONEYWELL INTL INC COM 438516106 15336 100000 SH Put DFND 100000 0 0 HONEYWELL INTL INC COM 438516106 53829 351000 SH DFND 351000 0 0 HUB GROUP INC CL A 443320106 28039 585368 SH DFND 585368 0 0 HUBBELL INC COM 443510607 9474 70000 SH DFND 70000 0 0 HUNT J B TRANS SVCS INC COM 445658107 41816 363679 SH DFND 363679 0 0 HUNTSMAN CORP COM 447011107 12532 376451 SH DFND 376451 0 0 HYATT HOTELS CORP COM CL A 448579102 91925 1250000 SH DFND 1250000 0 0 IAC INTERACTIVECORP COM 44919P508 30570 250000 SH Call DFND 250000 0 0 IAC INTERACTIVECORP COM 44919P508 91710 750000 SH DFND 750000 0 0 ILG INC COM 44967H101 56248 1975005 SH DFND 1975005 0 0 ILG INC COM 44967H101 19936 700000 SH Call DFND 700000 0 0 ILLINOIS TOOL WKS INC COM 452308109 33370 200000 SH Put DFND 200000 0 0 ILLINOIS TOOL WKS INC COM 452308109 70083 420033 SH DFND 420033 0 0 INGERSOLL-RAND PLC SHS G47791101 8919 100000 SH Call DFND 100000 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 64950 2450000 SH DFND 2450000 0 0 INTL PAPER CO COM 460146103 2897 50000 SH DFND 50000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 30492 200000 SH Call DFND 200000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 426888 2800000 SH Put DFND 2800000 0 0 ITT INC COM 45073V108 13343 250000 SH Put DFND 250000 0 0 ITT INC COM 45073V108 33205 622167 SH DFND 622167 0 0 JACK IN THE BOX INC COM 466367109 74303 757345 SH DFND 757345 0 0 JACK IN THE BOX INC COM 466367109 14717 150000 SH Call DFND 150000 0 0 JASON INDS INC COM 471172106 474 200000 SH DFND 200000 0 0 JASON INDS INC *W EXP 06/30/201 471172114 34 1498645 SH DFND 1498645 0 0 JELD-WEN HLDG INC COM 47580P103 8148 206947 SH DFND 206947 0 0 JOHNSON CTLS INTL PLC SHS G51502105 11433 300000 SH Call DFND 300000 0 0 KENNAMETAL INC COM 489170100 2871 59300 SH DFND 59300 0 0 KIRBY CORP COM 497266106 13360 200000 SH Call DFND 200000 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 229682 5253480 SH DFND 5253480 0 0 KOHLS CORP COM 500255104 16269 300000 SH DFND 300000 0 0 LA QUINTA HLDGS INC COM 50420D108 37382 2025000 SH DFND 2025000 0 0 LAMB WESTON HLDGS INC COM 513272104 19475 345000 SH DFND 345000 0 0 LAS VEGAS SANDS CORP COM 517834107 27796 400000 SH Put DFND 400000 0 0 LAUDER ESTEE COS INC CL A 518439104 44534 350000 SH DFND 350000 0 0 LAUREATE EDUCATION INC CL A 518613203 1153 85000 SH DFND 85000 0 0 LEAR CORP COM NEW 521865204 17666 100000 SH Put DFND 100000 0 0 LEAR CORP COM NEW 521865204 14769 83600 SH DFND 83600 0 0 LIBERTY BROADBAND CORP COM SER A 530307107 20899 245727 SH DFND 245727 0 0 LITHIA MTRS INC CL A 536797103 56795 500000 SH Call DFND 500000 0 0 LITHIA MTRS INC CL A 536797103 3976 35000 SH DFND 35000 0 0 LOCKHEED MARTIN CORP COM 539830109 41737 130000 SH DFND 130000 0 0 LOWES COS INC COM 548661107 112457 1210000 SH DFND 1210000 0 0 LOWES COS INC COM 548661107 83646 900000 SH Call DFND 900000 0 0 LULULEMON ATHLETICA INC COM 550021109 19255 245000 SH DFND 245000 0 0 MACYS INC COM 55616P104 40934 1625000 SH Put DFND 1625000 0 0 MADISON SQUARE GARDEN CO NEW CL A 55825T103 46387 220000 SH DFND 220000 0 0 MARRIOTT INTL INC NEW CL A 571903202 84831 625000 SH DFND 625000 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 30932 228771 SH DFND 228771 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 47324 350000 SH Call DFND 350000 0 0 MARTEN TRANS LTD COM 573075108 5961 293644 SH DFND 293644 0 0 MASTEC INC COM 576323109 15786 322500 SH DFND 322500 0 0 MASTEC INC COM 576323109 9790 200000 SH Put DFND 200000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 99898 660000 SH DFND 660000 0 0 MATCH GROUP INC COM 57665R106 8610 275000 SH DFND 275000 0 0 MCDONALDS CORP COM 580135101 23236 135000 SH DFND 135000 0 0 MELCO RESORT ENTERTAINMENT L ADR 585464100 107448 3700000 SH DFND 3700000 0 0 MERITOR INC COM 59001K100 4692 200000 SH Put DFND 200000 0 0 MERITOR INC COM 59001K100 21188 903144 SH DFND 903144 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 78688 1250000 SH DFND 1250000 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 31475 500000 SH Call DFND 500000 0 0 MICHAELS COS INC COM 59408Q106 33261 1375000 SH DFND 1375000 0 0 MOSAIC CO NEW COM 61945C103 3849 150000 SH DFND 150000 0 0 MSG NETWORK INC CL A 553573106 10631 525000 SH DFND 525000 0 0 NAVISTAR INTL CORP NEW COM 63934E108 4717 110000 SH DFND 110000 0 0 NETFLIX INC COM 64110L106 28794 150000 SH DFND 150000 0 0 NEWELL BRANDS INC COM 651229106 15450 500000 SH Call DFND 500000 0 0 NEXEO SOLUTIONS INC *W EXP 06/09/202 65342H110 107 171624 SH DFND 171624 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 28543 365000 SH DFND 365000 0 0 NORFOLK SOUTHERN CORP COM 655844108 36225 250000 SH Call DFND 250000 0 0 NORTHROP GRUMMAN CORP COM 666807102 15346 50000 SH Put DFND 50000 0 0 NORTHROP GRUMMAN CORP COM 666807102 58313 190000 SH DFND 190000 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 83869 1575000 SH DFND 1575000 0 0 OMNICOM GROUP INC COM 681919106 29132 400000 SH Call DFND 400000 0 0 OMNOVA SOLUTIONS INC COM 682129101 6808 680835 SH DFND 680835 0 0 OPGEN INC *W EXP 05/05/202 68373L117 4 100000 SH DFND 100000 0 0 ORION ENGINEERED CARBONS S A COM L72967109 13663 533696 SH DFND 533696 0 0 OSHKOSH CORP COM 688239201 20905 230000 SH DFND 230000 0 0 PARKER HANNIFIN CORP COM 701094104 67438 337901 SH DFND 337901 0 0 PARKER HANNIFIN CORP COM 701094104 39916 200000 SH Put DFND 200000 0 0 PEABODY ENERGY CORP NEW COM 704551100 3937 100000 SH DFND 100000 0 0 PENN NATL GAMING INC COM 707569109 52478 1675000 SH DFND 1675000 0 0 PENNEY J C INC COM 708160106 5135 1625000 SH Put DFND 1625000 0 0 PENTAIR PLC SHS G7S00T104 12712 180000 SH DFND 180000 0 0 PEPSICO INC COM 713448108 119920 1000000 SH Call DFND 1000000 0 0 PINNACLE FOODS INC DEL COM 72348P104 33601 565000 SH DFND 565000 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 31152 200000 SH Call DFND 200000 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 118378 760000 SH Put DFND 760000 0 0 PRICELINE GRP INC COM NEW 741503403 52132 30000 SH Put DFND 30000 0 0 PROSHARES TR II VIX SH TRM FUTRS 74347W171 723 31249 SH DFND 31249 0 0 PVH CORP COM 693656100 128977 940000 SH DFND 940000 0 0 QUANTA SVCS INC COM 74762E102 14471 370000 SH DFND 370000 0 0 QUANTA SVCS INC COM 74762E102 7822 200000 SH Put DFND 200000 0 0 QUEST RESOURCE HLDG CORP COM NEW 74836W203 17 7357 SH DFND 7357 0 0 RAYONIER ADVANCED MATLS INC COM 75508B104 9816 480000 SH DFND 480000 0 0 REGAL BELOIT CORP COM 758750103 7660 100000 SH Call DFND 100000 0 0 RENT A CTR INC NEW COM 76009N100 5550 500000 SH Put DFND 500000 0 0 REPUBLIC SVCS INC COM 760759100 42527 629000 SH DFND 629000 0 0 REPUBLIC SVCS INC COM 760759100 6761 100000 SH Put DFND 100000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 69165 1125000 SH DFND 1125000 0 0 RH COM 74967X103 34915 405000 SH DFND 405000 0 0 RLJ LODGING TR COM 74965L101 60418 2750000 SH DFND 2750000 0 0 ROCKWELL AUTOMATION INC COM 773903109 51149 260500 SH DFND 260500 0 0 ROCKWELL AUTOMATION INC COM 773903109 15708 80000 SH Put DFND 80000 0 0 ROPER TECHNOLOGIES INC COM 776696106 10360 40000 SH Put DFND 40000 0 0 ROPER TECHNOLOGIES INC COM 776696106 16835 65000 SH DFND 65000 0 0 ROSS STORES INC COM 778296103 90281 1125000 SH DFND 1125000 0 0 ROSS STORES INC COM 778296103 24075 300000 SH Call DFND 300000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 59640 500000 SH Call DFND 500000 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 137172 1150000 SH DFND 1150000 0 0 RYERSON HLDG CORP COM 783754104 4940 475000 SH DFND 475000 0 0 SAIA INC COM 78709Y105 18027 254799 SH DFND 254799 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 22701 300000 SH Call DFND 300000 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 30268 400000 SH Put DFND 400000 0 0 SIGNET JEWELERS LIMITED SHS G81276100 5655 100000 SH Put DFND 100000 0 0 SLEEP NUMBER CORP COM 83125X103 7518 200000 SH DFND 200000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 533720 2000000 SH Put DFND 2000000 0 0 SPDR SERIES TRUST S&P METALS MNG 78464A755 10911 300000 SH Call DFND 300000 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 11154 300000 SH Call DFND 300000 0 0 SPDR SERIES TRUST S&P RETAIL ETF 78464A714 22590 500000 SH Call DFND 500000 0 0 SPDR SERIES TRUST S&P RETAIL ETF 78464A714 13554 300000 SH Put DFND 300000 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 16578 190000 SH DFND 190000 0 0 SPROUTS FMRS MKT INC COM 85208M102 57223 2350000 SH DFND 2350000 0 0 STANLEY BLACK & DECKER INC COM 854502101 33938 200000 SH Put DFND 200000 0 0 STANLEY BLACK & DECKER INC COM 854502101 51331 302500 SH DFND 302500 0 0 STARBUCKS CORP COM 855244109 11486 200000 SH Put DFND 200000 0 0 STEEL DYNAMICS INC COM 858119100 4313 100000 SH DFND 100000 0 0 SUMMIT MATLS INC CL A 86614U100 14660 466275 SH DFND 466275 0 0 SUPERVALU INC COM NEW 868536301 18360 850000 SH DFND 850000 0 0 SYNTHETIC BIOLOGICS INC COM 87164U102 229 450000 SH Call DFND 450000 0 0 SYNTHETIC BIOLOGICS INC COM 87164U102 51 100000 SH DFND 100000 0 0 TAPESTRY INC COM 876030107 50865 1150000 SH DFND 1150000 0 0 TARGET CORP COM 87612E106 39150 600000 SH Call DFND 600000 0 0 TECK RESOURCES LTD CL B 878742204 8505 325000 SH DFND 325000 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 21738 120000 SH DFND 120000 0 0 TEMPUR SEALY INTL INC COM 88023U101 21315 340000 SH DFND 340000 0 0 TEREX CORP NEW COM 880779103 10039 208200 SH DFND 208200 0 0 TEXAS ROADHOUSE INC COM 882681109 15804 300000 SH DFND 300000 0 0 TEXTRON INC COM 883203101 13582 240000 SH DFND 240000 0 0 THOR INDS INC COM 885160101 25622 170000 SH DFND 170000 0 0 TJX COS INC NEW COM 872540109 30584 400000 SH Call DFND 400000 0 0 TRONOX LTD SHS CL A Q9235V101 6153 300000 SH Call DFND 300000 0 0 TRONOX LTD SHS CL A Q9235V101 10173 496000 SH DFND 496000 0 0 ULTA BEAUTY INC COM 90384S303 123013 550000 SH Call DFND 550000 0 0 UNION PAC CORP COM 907818108 134100 1000000 SH Call DFND 1000000 0 0 UNION PAC CORP COM 907818108 31487 234800 SH DFND 234800 0 0 UNITED CONTL HLDGS INC COM 910047109 6066 90000 SH DFND 90000 0 0 UNITED RENTALS INC COM 911363109 42875 249401 SH DFND 249401 0 0 UNITED RENTALS INC COM 911363109 8596 50000 SH Call DFND 50000 0 0 UNITED RENTALS INC COM 911363109 32663 190000 SH Put DFND 190000 0 0 UNITED STATES STL CORP NEW COM 912909108 12104 343950 SH DFND 343950 0 0 UNITED TECHNOLOGIES CORP COM 913017109 10206 80000 SH Call DFND 80000 0 0 UNITED TECHNOLOGIES CORP COM 913017109 20411 160000 SH DFND 160000 0 0 US FOODS HLDG CORP COM 912008109 59073 1850070 SH DFND 1850070 0 0 USA TRUCK INC COM 902925106 7212 397817 SH DFND 397817 0 0 V F CORP COM 918204108 37000 500000 SH Put DFND 500000 0 0 VAIL RESORTS INC COM 91879Q109 104110 490000 SH DFND 490000 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189F718 10420 400000 SH Call DFND 400000 0 0 VENATOR MATLS PLC SHS G9329Z100 10728 485000 SH DFND 485000 0 0 VISA INC COM CL A 92826C839 139675 1225000 SH DFND 1225000 0 0 VOLKSWAGON COM 005497168 12594 63061 SH DFND 63061 0 0 VULCAN MATLS CO COM 929160109 62759 488889 SH DFND 488889 0 0 WABASH NATL CORP COM 929566107 43436 2001667 SH DFND 2001667 0 0 WABCO HLDGS INC COM 92927K102 21525 150000 SH Put DFND 150000 0 0 WABCO HLDGS INC COM 92927K102 18856 131400 SH DFND 131400 0 0 WASTE CONNECTIONS INC COM 94106B101 14188 200000 SH Put DFND 200000 0 0 WASTE CONNECTIONS INC COM 94106B101 61035 860374 SH DFND 860374 0 0 WASTE MGMT INC DEL COM 94106L109 11651 135000 SH DFND 135000 0 0 WESTLAKE CHEM CORP COM 960413102 37713 354011 SH DFND 354011 0 0 WESTROCK CO COM 96145D105 4425 70000 SH DFND 70000 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 14484 125000 SH Put DFND 125000 0 0 WYNN RESORTS LTD COM 983134107 52197 309608 SH DFND 309608 0 0 XYLEM INC COM 98419M100 30144 442000 SH DFND 442000 0 0 XYLEM INC COM 98419M100 17050 250000 SH Put DFND 250000 0 0 YANDEX N V SHS CLASS A N97284108 16375 500000 SH Call DFND 500000 0 0 YANDEX N V SHS CLASS A N97284108 50763 1550000 SH DFND 1550000 0 0 YRC WORLDWIDE INC COM PAR $.01 984249607 6385 444000 SH DFND 444000 0 0