The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
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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
ADVANCE AUTO PARTS INC COM 00751Y106 69,175 625,000 SH   DFND   625,000 0 0
AEROPOSTALE COM 007865108 9,090 1,000,000 SH Call DFND   1,000,000 0 0
ALBEMARLE CORP COM 012653101 3,170 50,000 SH   DFND   50,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 22,706 1,110,296 SH   DFND   1,110,296 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 8,658 601,220 SH   DFND   601,220 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 7,200 500,000 SH Call DFND   500,000 0 0
AMETEK INC NEW COM 031100100 7,901 150,000 SH   DFND   150,000 0 0
AMIRA NATURE FOODS LTD SHS G0335L102 2,765 175,437 SH   DFND   175,437 0 0
ANN INC COM 035623107 6,398 175,000 SH   DFND   175,000 0 0
ANNIES INC COM 03600T104 1,291 30,000 SH   DFND   30,000 0 0
ARDMORE SHIPPING CORP COM Y0207T100 1,786 114,755 SH   DFND   114,755 0 0
ARKEMA S.A. COM B0Z5YZ2 3,823 32,773 SH   DFND   32,773 0 0
ASCENA RETAIL GROUP INC COM 04351G101 11,340 535,900 SH   DFND   535,900 0 0
AVIS BUDGET GROUP COM 053774105 10,142 250,919 SH   DFND   250,919 0 0
BERRY PLASTICS GROUP INC COM 08579W103 2,373 99,735 SH   DFND   99,735 0 0
BEST BUY INC COM 086516101 55,801 1,399,219 SH   DFND   1,399,219 0 0
BEST BUY INC COM 086516101 39,880 1,000,000 SH Call DFND   1,000,000 0 0
BON-TON STORES INC COM 09776J101 1,717 105,728 SH   DFND   105,728 0 0
BORGWARNER INC COM 099724106 23,625 422,550 SH   DFND   422,550 0 0
BOYD GAMING CORP COM 103304101 6,756 600,000 SH Call DFND   600,000 0 0
BRINKER INTL INC COM 109641100 14,184 306,088 SH   DFND   306,088 0 0
BRUNSWICK CORP COM 117043109 23,030 500,000 SH   DFND   500,000 0 0
BURLINGTON STORES INC COM 122017106 29,603 925,101 SH   DFND   925,101 0 0
CABELAS INC COM 126804301 1,667 25,000 SH   DFND   25,000 0 0
CALLAWAY GOLF CO COM 131193104 3,794 450,000 SH   DFND   450,000 0 0
CARMAX INC COM 143130102 23,510 500,000 SH Call DFND   500,000 0 0
CARMAX INC COM 143130102 40,376 858,700 SH   DFND   858,700 0 0
CBS CORP NEW CL B 124857202 57,366 900,000 SH   DFND   900,000 0 0
CHANNELADVISOR CORP COM 159179100 3,283 78,710 SH   DFND   78,710 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 57,274 418,790 SH   DFND   418,790 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 21,156 254,458 SH   DFND   254,458 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,992 15,000 SH   DFND   15,000 0 0
CLIFFS NAT RES INC COM 18683K101 4,066 155,137 SH   DFND   155,137 0 0
CLUBCORP HLDGS INC COM 18948M108 5,056 285,000 SH   DFND   285,000 0 0
COMMERCIAL METALS CO COM 201723103 5,141 252,900 SH   DFND   252,900 0 0
COMMITTED CAPITAL ACQ CORP COM 20261V103 1,006 175,000 SH   DFND   175,000 0 0
CONNS INC COM 208242107 46,427 590,000 SH   DFND   590,000 0 0
CONSOL ENERGY INC COM 20854P109 7,119 187,132 SH   DFND   187,132 0 0
CONSTELLIUM HOLDCO B V CL A N22035104 2,327 100,000 SH   DFND   100,000 0 0
COSI INC COM NEW 22122P200 492 292,883 SH   DFND   292,883 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 705 85,869 SH   DFND   85,869 0 0
CRIMSON WINE GROUP LTD. COM 22662X100 2,550 288,126 SH   DFND   288,126 0 0
CROCS INC COM 227046109 18,669 1,172,703 SH   DFND   1,172,703 0 0
DANAHER CORP DEL COM 235851102 10,422 135,000 SH   DFND   135,000 0 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 589 25,000 SH   DFND   25,000 0 0
DELEK US HLDGS INC COM 246647101 3,441 100,000 SH   DFND   100,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 41,403 688,555 SH   DFND   688,555 0 0
DIAMONDROCK HOSPITALITY CO COM 252784301 4,555 394,400 SH   DFND   394,400 0 0
DILLARDS INC CL A 254067101 50,493 519,422 SH   DFND   519,422 0 0
DINEEQUITY INC COM 254423106 22,305 266,970 SH   DFND   266,970 0 0
DOLLAR GEN CORP NEW COM 256677105 65,876 1,092,112 SH   DFND   1,092,112 0 0
DOMTAR CORP COM NEW 257559203 7,946 84,223 SH   DFND   84,223 0 0
EASTMAN CHEM CO COM 277432100 14,219 176,200 SH   DFND   176,200 0 0
EATON CORP PLC SHS G29183103 48,391 635,721 SH   DFND   635,721 0 0
ELECTRONIC ARTS INC COM 285512109 52,521 2,289,499 SH   DFND   2,289,499 0 0
ENPRO INDS INC COM 29355X107 12,134 210,482 SH   DFND   210,482 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 3,228 106,100 SH   DFND   106,100 0 0
EXELIS INC COM 30162A108 3,649 191,438 SH   DFND   191,438 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 3,808 145,000 SH   DFND   145,000 0 0
FERRO CORP COM 315405100 5,196 405,000 SH   DFND   405,000 0 0
FIFTH & PAC COS INC COM 316645100 24,053 750,000 SH Call DFND   750,000 0 0
FIFTH & PAC COS INC COM 316645100 136,377 4,252,468 SH   DFND   4,252,468 0 0
FIVE BELOW INC COM 33829M101 11,015 255,000 SH   DFND   255,000 0 0
FIVE BELOW INC COM 33829M101 10,800 250,000 SH Call DFND   250,000 0 0
FLOWERS FOODS INC COM 343498101 1,891 88,060 SH   DFND   88,060 0 0
FOOT LOCKER INC COM 344849104 52,682 1,271,281 SH   DFND   1,271,281 0 0
FORESTAR GROUP INC COM 346233109 5,015 235,800 SH   DFND   235,800 0 0
FOSSIL GROUP INC COM 34988V106 83,958 700,000 SH Put DFND   700,000 0 0
FOSTER WHEELER AG COM H27178104 17,326 525,000 SH   DFND   525,000 0 0
FREEPORT-MCMORAN COPPER & GO COM 35671D857 5,174 137,100 SH   DFND   137,100 0 0
GAMESTOP CORP NEW CL A 36467W109 56,217 1,141,233 SH   DFND   1,141,233 0 0
GENERAL MTRS CO COM 37045V100 63,264 1,547,942 SH   DFND   1,547,942 0 0
GENESEE & WYO INC CL A 371559105 6,704 69,800 SH   DFND   69,800 0 0
GEVO INC COM 374396109 107 75,000 SH   DFND   75,000 0 0
GEVO INC COM 374396109 215 150,000 SH Call DFND   150,000 0 0
GLOBAL CASH ACCESS HLDGS INC COM 378967103 1,409 141,000 SH   DFND   141,000 0 0
GLOBE SPECIALTY METALS INC COM 37954N206 2,736 151,900 SH   DFND   151,900 0 0
GNC HLDGS INC COM CL A 36191G107 63,303 1,083,024 SH   DFND   1,083,024 0 0
GRAINGER W W INC COM 384802104 11,783 46,132 SH   DFND   46,132 0 0
GREENBRIER COS INC COM 393657101 9,174 279,350 SH   DFND   279,350 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 6,160 86,734 SH   DFND   86,734 0 0
GROUPON INC COM CL A 399473107 22,354 1,900,000 SH Call DFND   1,900,000 0 0
HANESBRANDS INC COM 410345102 107,602 1,531,262 SH   DFND   1,531,262 0 0
HD SUPPLY HLDGS INC COM 40416M105 24,273 1,010,934 SH   DFND   1,010,934 0 0
HEARTLAND EXPRESS INC COM 422347104 9,821 500,584 SH   DFND   500,584 0 0
HERSHA HOSPITALITY TR SH BEN INT A 427825104 4,178 750,000 SH   DFND   750,000 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 83,324 2,911,401 SH   DFND   2,911,401 0 0
HEXCEL CORP NEW COM 428291108 3,597 80,480 SH   DFND   80,480 0 0
HOME DEPOT INC COM 437076102 59,765 725,830 SH   DFND   725,830 0 0
HONEYWELL INTL INC COM 438516106 52,430 573,825 SH   DFND   573,825 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 3,765 76,481 SH   DFND   76,481 0 0
HUB GROUP INC CL A 443320106 27,310 684,803 SH   DFND   684,803 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 6,923 76,913 SH   DFND   76,913 0 0
ILLINOIS TOOL WKS INC COM 452308109 12,612 150,000 SH   DFND   150,000 0 0
ITT CORP NEW COM NEW 450911201 9,412 216,764 SH   DFND   216,764 0 0
JARDEN CORP COM 471109108 68,984 1,124,436 SH   DFND   1,124,436 0 0
JOHNSON CTLS INC COM 478366107 88,508 1,725,296 SH   DFND   1,725,296 0 0
KAR AUCTION SVCS INC COM 48238T109 5,910 200,000 SH   DFND   200,000 0 0
KNIGHT TRANSN INC COM 499064103 1,497 81,640 SH   DFND   81,640 0 0
LAMAR ADVERTISING CO CL A 512815101 21,978 420,640 SH   DFND   420,640 0 0
LAMAR ADVERTISING CO CL A 512815101 38,874 744,000 SH Call DFND   744,000 0 0
LAS VEGAS SANDS CORP COM 517834107 20,901 265,000 SH   DFND   265,000 0 0
LEAR CORP COM NEW 521865204 47,119 581,935 SH   DFND   581,935 0 0
LENNAR CORP CL A 526057104 5,888 148,825 SH   DFND   148,825 0 0
LENNOX INTL INC COM 526107107 7,715 90,697 SH   DFND   90,697 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 33,758 1,150,200 SH   DFND   1,150,200 0 0
LIN MEDIA LLC CL A COM 532771102 22,093 769,533 SH   DFND   769,533 0 0
LINCOLN ELEC HLDGS INC COM 533900106 11,270 157,978 SH   DFND   157,978 0 0
LITHIA MTRS INC CL A 536797103 35,846 516,371 SH   DFND   516,371 0 0
LULULEMON ATHLETICA INC COM 550021109 21,634 366,500 SH   DFND   366,500 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 67,974 660,648 SH   DFND   660,648 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,014 50,000 SH   DFND   50,000 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 22,271 409,164 SH   DFND   409,164 0 0
MANPOWERGROUP INC COM 56418H100 34,218 398,531 SH   DFND   398,531 0 0
MASTEC INC COM 576323109 14,694 449,074 SH   DFND   449,074 0 0
MEADWESTVACO CORP COM 583334107 8,903 241,079 SH   DFND   241,079 0 0
MENS WEARHOUSE INC COM 587118100 25,540 500,000 SH Put DFND   500,000 0 0
MENS WEARHOUSE INC COM 587118100 26,760 523,883 SH   DFND   523,883 0 0
MERITOR INC COM 59001K100 13,395 1,284,233 SH   DFND   1,284,233 0 0
METHANEX CORP COM 59151K108 11,696 197,439 SH   DFND   197,439 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,764 75,000 SH   DFND   75,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 20,298 250,000 SH   DFND   250,000 0 0
MOHAWK INDS INC COM 608190104 9,788 65,736 SH   DFND   65,736 0 0
NCI BUILDING SYS INC COM NEW 628852204 2,193 125,000 SH   DFND   125,000 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 41,360 742,152 SH   DFND   742,152 0 0
NORFOLK SOUTHERN CORP COM 655844108 17,638 190,000 SH   DFND   190,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 2,660 75,000 SH   DFND   75,000 0 0
OM GROUP INC COM 670872100 5,174 142,093 SH   DFND   142,093 0 0
PARKER HANNIFIN CORP COM 701094104 31,234 242,800 SH   DFND   242,800 0 0
PHILLIPS 66 COM 718546104 5,592 72,500 SH   DFND   72,500 0 0
PINNACLE ENTMT INC COM 723456109 25,990 1,000,000 SH   DFND   1,000,000 0 0
PLATFORM ACQ HOLDING COM BF7BYM0 3,500 250,000 SH   DFND   250,000 0 0
POTASH CORP SASK INC COM 73755L107 5,800 175,958 SH   DFND   175,958 0 0
PPG INDS INC COM 693506107 13,276 70,000 SH   DFND   70,000 0 0
PVH CORP COM 693656100 17,683 130,000 SH Put DFND   130,000 0 0
PVH CORP COM 693656100 57,815 425,046 SH   DFND   425,046 0 0
QUANTA SVCS INC COM 74762E102 29,134 923,131 SH   DFND   923,131 0 0
QUINPARIO ACQUISITION CORP UNIT 99/99/9999 74874R207 12,093 1,125,000 SH   DFND   1,125,000 0 0
RALPH LAUREN CORP CL A 751212101 86,519 490,000 SH Call DFND   490,000 0 0
RALPH LAUREN CORP CL A 751212101 52,424 296,900 SH   DFND   296,900 0 0
REALOGY HLDGS CORP COM 75605Y106 37,121 750,380 SH   DFND   750,380 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 35,689 530,300 SH   DFND   530,300 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 13,460 200,000 SH Call DFND   200,000 0 0
RITE AID CORP COM 767754104 25,806 5,099,936 SH   DFND   5,099,936 0 0
ROCK-TENN CO CL A 772739207 8,926 85,000 SH   DFND   85,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 53,572 453,386 SH   DFND   453,386 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 48,841 1,615,634 SH   DFND   1,615,634 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 17,777 1,050,000 SH   DFND   1,050,000 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 1,723 79,344 SH   DFND   79,344 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 20,904 400,000 SH Put DFND   400,000 0 0
SHUTTERSTOCK INC COM 825690100 18,613 222,561 SH   DFND   222,561 0 0
SONIC CORP COM 835451105 1,894 93,800 SH   DFND   93,800 0 0
SOUTHERN COPPER CORP COM 84265V105 4,307 150,000 SH   DFND   150,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 184,690 1,000,000 SH Put DFND   1,000,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 12,233 173,400 SH   DFND   173,400 0 0
SPX CORP COM 784635104 15,723 157,846 SH   DFND   157,846 0 0
STANDARD PAC CORP NEW COM 85375C101 9,572 1,057,680 SH   DFND   1,057,680 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 11,918 150,000 SH   DFND   150,000 0 0
SWIFT TRANSN CO CL A 87074U101 66,630 3,000,000 SH   DFND   3,000,000 0 0
TARGET CORP COM 87612E106 6,327 100,000 SH   DFND   100,000 0 0
TESORO CORP COM 881609101 5,850 100,000 SH   DFND   100,000 0 0
TEXTRON INC COM 883203101 18,068 491,500 SH   DFND   491,500 0 0
THE ADT CORPORATION COM 00101J106 38,052 940,244 SH   DFND   940,244 0 0
TIFFANY & CO NEW COM 886547108 39,501 425,745 SH   DFND   425,745 0 0
TIFFANY & CO NEW COM 886547108 18,556 200,000 SH Call DFND   200,000 0 0
TRAVELCENTERS OF AMERICA LLC COM 894174101 19 2,000 SH   DFND   2,000 0 0
TRIBUNE COMPANY COM 896047503 58,234 756,285 SH   DFND   756,285 0 0
TRW AUTOMOTIVE HLDGS CORP COM 87264S106 55,220 742,304 SH   DFND   742,304 0 0
TUESDAY MORNING CORP COM NEW 899035505 14,150 886,620 SH   DFND   886,620 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 46,004 1,308,057 SH   DFND   1,308,057 0 0
TYSON FOODS INC CL A 902494103 15,057 450,000 SH   DFND   450,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 28,956 300,000 SH Call DFND   300,000 0 0
UNDER ARMOUR INC CL A 904311107 24,444 280,000 SH Put DFND   280,000 0 0
UNITED RENTALS INC COM 911363109 15,980 205,000 SH   DFND   205,000 0 0
UNITED STATES STL CORP NEW COM 912909108 11,991 406,462 SH   DFND   406,462 0 0
V F CORP COM 918204108 67,327 1,080,000 SH Put DFND   1,080,000 0 0
VIACOM INC NEW CL B 92553P201 44,543 510,000 SH Call DFND   510,000 0 0
VISTEON CORP COM NEW 92839U206 6,142 75,000 SH   DFND   75,000 0 0
VULCAN MATLS CO COM 929160109 7,287 122,638 SH   DFND   122,638 0 0
WABCO HLDGS INC COM 92927K102 23,353 250,000 SH   DFND   250,000 0 0
WERNER ENTERPRISES INC COM 950755108 3,052 123,395 SH   DFND   123,395 0 0
WESCO INTL INC COM 95082P105 6,830 75,000 SH   DFND   75,000 0 0
WESTLAKE CHEM CORP COM 960413102 10,150 83,148 SH   DFND   83,148 0 0
WHITEWAVE FOODS CO COM CL A 966244105 4,588 200,000 SH   DFND   200,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 4,252 125,200 SH   DFND   125,200 0 0
ZALE CORP NEW COM 988858106 16,655 1,056,114 SH   DFND   1,056,114 0 0