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
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM 00507V109 37,422 1,800,000 SH   DFND   1,800,000 0 0
AK STL HLDG CORP COM 001547108 1,202 150,000 SH   DFND   150,000 0 0
ALBEMARLE CORP COM 012653101 4,418 75,000 SH   DFND   75,000 0 0
ALCOA INC COM 013817101 4,023 250,000 SH   DFND   250,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,397 72,000 SH   DFND   72,000 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 2,480 1,000,000 SH   DFND   1,000,000 0 0
ARDMORE SHIPPING CORP COM Y0207T100 738 67,688 SH   DFND   67,688 0 0
ASHLAND INC NEW COM 044209104 6,537 62,800 SH   DFND   62,800 0 0
ASHTEAD GROUP PLC COM 53673 12,784 756,000 SH   DFND   756,000 0 0
AUTOZONE INC COM 053332102 15,290 30,000 SH Put DFND   30,000 0 0
AVIS BUDGET GROUP COM 053774105 52,179 950,603 SH   DFND   950,603 0 0
B/E AEROSPACE INC COM 073302101 56,240 670,000 SH   DFND   670,000 0 0
BERRY PLASTICS GROUP INC COM 08579W103 7,888 312,500 SH   DFND   312,500 0 0
BEST BUY INC COM 086516101 8,398 250,000 SH   DFND   250,000 0 0
BLOOMIN BRANDS INC COM 094235108 12,838 700,000 SH   DFND   700,000 0 0
BON-TON STORES INC COM 09776J101 1,298 155,235 SH   DFND   155,235 0 0
BORGWARNER INC COM 099724106 10,785 205,000 SH   DFND   205,000 0 0
BOYD GAMING CORP COM 103304101 1,391 136,923 SH   DFND   136,923 0 0
BRINKER INTL INC COM 109641100 17,862 351,678 SH   DFND   351,678 0 0
BRUNSWICK CORP COM 117043109 48,461 1,150,000 SH   DFND   1,150,000 0 0
BURLINGTON STORES INC COM 122017106 36,432 914,000 SH   DFND   914,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 13,596 205,000 SH   DFND   205,000 0 0
CABELAS INC COM 126804301 23,855 405,000 SH   DFND   405,000 0 0
CALLAWAY GOLF CO COM 131193104 11,403 1,575,000 SH   DFND   1,575,000 0 0
CALPINE CORP COM NEW 131347304 4,917 226,577 SH   DFND   226,577 0 0
CANADIAN NATL RY CO COM 136375102 24,836 350,000 SH   DFND   350,000 0 0
CANADIAN PAC RY LTD COM 13645T100 20,747 100,000 SH   DFND   100,000 0 0
CARMAX INC COM 143130102 13,006 280,000 SH   DFND   280,000 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 2,258 50,000 SH   DFND   50,000 0 0
CATERPILLAR INC DEL COM 149123101 14,855 150,000 SH Put DFND   150,000 0 0
CELANESE CORP DEL COM SER A 150870103 11,704 200,000 SH   DFND   200,000 0 0
CF INDS HLDGS INC COM 125269100 13,961 50,000 SH   DFND   50,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 81,967 541,500 SH   DFND   541,500 0 0
CHICOS FAS INC COM 168615102 14,770 1,000,000 SH Call DFND   1,000,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 16,665 25,000 SH   DFND   25,000 0 0
CLUBCORP HLDGS INC COM 18948M108 7,534 379,905 SH   DFND   379,905 0 0
COMCAST CORP NEW CL A 20030N101 67,763 1,260,000 SH   DFND   1,260,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,358 50,000 SH   DFND   50,000 0 0
COSI INC COM NEW 22122P200 658 292,583 SH   DFND   292,583 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 237 12,747 SH   DFND   12,747 0 0
CSX CORP COM 126408103 16,030 500,000 SH Call DFND   500,000 0 0
CSX CORP COM 126408103 24,042 749,900 SH   DFND   749,900 0 0
CUMMINS INC COM 231021106 13,198 100,000 SH Put DFND   100,000 0 0
DANAHER CORP DEL COM 235851102 32,276 424,800 SH   DFND   424,800 0 0
DARDEN RESTAURANTS INC COM 237194105 12,865 250,000 SH   DFND   250,000 0 0
DELEK US HLDGS INC COM 246647101 7,437 224,541 SH   DFND   224,541 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 6,134 100,000 SH Call DFND   100,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 44,036 717,900 SH   DFND   717,900 0 0
DIAMOND FOODS INC COM 252603105 2,861 100,000 SH   DFND   100,000 0 0
DICKS SPORTING GOODS INC COM 253393102 13,164 300,000 SH Call DFND   300,000 0 0
DICKS SPORTING GOODS INC COM 253393102 61,203 1,394,775 SH   DFND   1,394,775 0 0
DINEEQUITY INC COM 254423106 26,517 325,000 SH   DFND   325,000 0 0
EASTMAN CHEM CO COM 277432100 9,317 115,180 SH   DFND   115,180 0 0
ELECTROLUX-B COM B1KKBX6 14,581 551,000 SH   DFND   551,000 0 0
ELECTRONIC ARTS INC COM 285512109 76,562 2,150,000 SH   DFND   2,150,000 0 0
ENPRO INDS INC COM 29355X107 23,911 395,031 SH   DFND   395,031 0 0
EXELIS INC COM 30162A108 3,036 183,552 SH   DFND   183,552 0 0
FACEBOOK INC CL A 30303M102 71,895 909,600 SH   DFND   909,600 0 0
FEDEX CORP COM 31428X106 32,290 200,000 SH Call DFND   200,000 0 0
FEDEX CORP COM 31428X106 72,653 450,000 SH   DFND   450,000 0 0
FERRO CORP COM 315405100 25,358 1,750,000 SH   DFND   1,750,000 0 0
FINISH LINE INC CL A 317923100 18,773 750,000 SH   DFND   750,000 0 0
FLOWSERVE CORP COM 34354P105 3,526 50,000 SH   DFND   50,000 0 0
FOOT LOCKER INC COM 344849104 30,480 547,700 SH   DFND   547,700 0 0
FORESTAR GROUP INC COM 346233109 3,544 200,000 SH   DFND   200,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 16,444 400,000 SH   DFND   400,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108 6,180 200,000 SH   DFND   200,000 0 0
GATX CORP COM 361448103 4,713 80,750 SH   DFND   80,750 0 0
GENERAL MLS INC COM 370334104 5,045 100,000 SH Put DFND   100,000 0 0
GENESCO INC COM 371532102 7,176 96,000 SH   DFND   96,000 0 0
GEVO INC COM 374396109 26 75,000 SH   DFND   75,000 0 0
GEVO INC COM 374396109 51 150,000 SH Call DFND   150,000 0 0
G-III APPAREL GROUP LTD COM 36237H101 43,850 529,200 SH   DFND   529,200 0 0
GLOBE SPECIALTY METALS INC COM 37954N206 3,665 201,475 SH   DFND   201,475 0 0
GNC HLDGS INC COM CL A 36191G107 9,685 250,000 SH Call DFND   250,000 0 0
GNC HLDGS INC COM CL A 36191G107 3,874 100,000 SH   DFND   100,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 9,136 735,000 SH   DFND   735,000 0 0
GREEN PLAINS INC COM 393222104 7,478 200,000 SH   DFND   200,000 0 0
HANESBRANDS INC COM 410345102 130,337 1,213,117 SH   DFND   1,213,117 0 0
HD SUPPLY HLDGS INC COM 40416M105 45,929 1,684,832 SH   DFND   1,684,832 0 0
HEARTLAND EXPRESS INC COM 422347104 22,992 959,613 SH   DFND   959,613 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 70,985 2,795,800 SH   DFND   2,795,800 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 19,704 800,000 SH   DFND   800,000 0 0
HOME DEPOT INC COM 437076102 65,318 711,992 SH   DFND   711,992 0 0
HONEYWELL INTL INC COM 438516106 9,377 100,703 SH   DFND   100,703 0 0
HUB GROUP INC CL A 443320106 2,921 72,082 SH   DFND   72,082 0 0
HUBBELL INC CL B 443510201 51,816 429,900 SH   DFND   429,900 0 0
HUDSON'S BAY COMPANY COM B8436W4 5,961 375,000 SH   DFND   375,000 0 0
INGERSOLL-RAND PLC SHS G47791101 11,723 208,002 SH   DFND   208,002 0 0
INSTALLED BLDG PRODS INC COM 45780R101 3,791 269,850 SH   DFND   269,850 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 54,675 500,000 SH Put DFND   500,000 0 0
ITT CORP NEW COM NEW 450911201 15,230 338,900 SH   DFND   338,900 0 0
JACK IN THE BOX INC COM 466367109 22,162 325,000 SH   DFND   325,000 0 0
JARDEN CORP COM 471109108 13,891 231,100 SH   DFND   231,100 0 0
JASON INDS INC COM 471172106 12,697 1,226,800 SH   DFND   1,226,800 0 0
JASON INDS INC COM 471172106 17,553 1,695,902 SH Call DFND   1,695,902 0 0
KATE SPADE & CO COM 485865109 70,782 2,698,513 SH   DFND   2,698,513 0 0
KNIGHT TRANSN INC COM 499064103 4,656 170,000 SH   DFND   170,000 0 0
KOHLS CORP COM 500255104 15,258 250,000 SH Call DFND   250,000 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 11,892 100,000 SH   DFND   100,000 0 0
LA QUINTA HLDGS INC COM 50420D108 8,546 450,000 SH   DFND   450,000 0 0
LANXESS AG COM B05M8B7 2,208 40,000 SH   DFND   40,000 0 0
LEAR CORP COM NEW 521865204 82,139 950,572 SH   DFND   950,572 0 0
LEAR CORP COM NEW 521865204 8,641 100,000 SH Call DFND   100,000 0 0
LEAR CORP COM NEW 521865204 17,282 200,000 SH Put DFND   200,000 0 0
LENNOX INTL INC COM 526107107 38,435 500,000 SH   DFND   500,000 0 0
LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 29,986 1,051,394 SH   DFND   1,051,394 0 0
LINDE COM 5740817 4,823 25,095 SH   DFND   25,095 0 0
LOUISIANA PAC CORP COM 546347105 5,417 398,600 SH   DFND   398,600 0 0
LULULEMON ATHLETICA INC COM 550021109 22,475 535,000 SH   DFND   535,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 9,345 86,000 SH   DFND   86,000 0 0
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 55608B105 36,885 553,000 SH   DFND   553,000 0 0
MAGNA INTL INC COM 559222401 31,795 335,000 SH   DFND   335,000 0 0
MALIBU BOATS INC COM CL A 56117J100 6,480 349,900 SH   DFND   349,900 0 0
MANPOWERGROUP INC COM 56418H100 21,030 300,000 SH Put DFND   300,000 0 0
MARATHON PETE CORP COM 56585A102 5,715 67,500 SH   DFND   67,500 0 0
MARINEMAX INC COM 567908108 7,751 460,000 SH   DFND   460,000 0 0
MARTEN TRANS LTD COM 573075108 3,152 177,000 SH   DFND   177,000 0 0
MERCER INTL INC COM 588056101 1,938 198,745 SH   DFND   198,745 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 44,976 630,000 SH   DFND   630,000 0 0
NIKE INC CL B 654106103 50,455 565,636 SH   DFND   565,636 0 0
NOMAD HOLDINGS LTD COM BLG2VT2 2,275 200,000 SH   DFND   200,000 0 0
NORDSTROM INC COM 655664100 37,604 550,000 SH   DFND   550,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 12,782 114,534 SH   DFND   114,534 0 0
OM GROUP INC COM 670872100 1,849 71,250 SH   DFND   71,250 0 0
PACKAGING CORP AMER COM 695156109 21,627 338,869 SH   DFND   338,869 0 0
PIER 1 IMPORTS INC COM 720279108 7,445 626,120 SH   DFND   626,120 0 0
PINNACLE ENTMT INC COM 723456109 16,936 675,000 SH   DFND   675,000 0 0
PINNACLE FOODS INC DEL COM 72348P104 11,428 350,000 SH   DFND   350,000 0 0
PLY GEM HLDGS INC COM 72941W100 2,212 204,047 SH   DFND   204,047 0 0
POLYONE CORP COM 73179P106 3,558 100,000 SH   DFND   100,000 0 0
POTASH CORP SASK INC COM 73755L107 4,925 142,500 SH   DFND   142,500 0 0
PVH CORP COM 693656100 60,575 500,000 SH Call DFND   500,000 0 0
PVH CORP COM 693656100 33,449 276,092 SH   DFND   276,092 0 0
QUALITY DISTR INC FLA COM 74756M102 8,490 664,322 SH   DFND   664,322 0 0
QUANTA SVCS INC COM 74762E102 48,502 1,336,500 SH   DFND   1,336,500 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 258 150,000 SH Call DFND   150,000 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 258 150,000 SH   DFND   150,000 0 0
RALPH LAUREN CORP CL A 751212101 32,946 200,000 SH Call DFND   200,000 0 0
REALD INC COM 75604L105 937 100,000 SH Call DFND   100,000 0 0
REALD INC COM 75604L105 937 100,000 SH   DFND   100,000 0 0
RENTECH INC COM 760112102 2,332 1,364,011 SH   DFND   1,364,011 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 87,505 1,100,000 SH   DFND   1,100,000 0 0
REXNORD CORP NEW COM 76169B102 7,824 275,000 SH   DFND   275,000 0 0
ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 2,971 130,373 SH   DFND   130,373 0 0
ROBERT HALF INTL INC COM 770323103 49,882 1,018,000 SH   DFND   1,018,000 0 0
ROCKWOOD HLDGS INC COM 774415103 7,989 104,500 SH   DFND   104,500 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 31,963 475,000 SH   DFND   475,000 0 0
RYDER SYS INC COM 783549108 4,425 49,180 SH   DFND   49,180 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 6,516 605,034 SH   DFND   605,034 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 7,809 100,000 SH   DFND   100,000 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 26,575 500,000 SH Put DFND   500,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 125,871 1,105,000 SH   DFND   1,105,000 0 0
SKECHERS U S A INC CL A 830566105 15,543 291,554 SH   DFND   291,554 0 0
SMURFIT KAPPA GROUP PLC COM B1RR840 11,969 546,010 SH   DFND   546,010 0 0
SONIC CORP COM 835451105 12,298 550,000 SH   DFND   550,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 147,765 750,000 SH Put DFND   750,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 985,100 5,000,000 SH Put DFND   5,000,000 0 0
SPDR SERIES TRUST S&P METALS MNG 78464A755 1,840 50,000 SH Put DFND   50,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 85,580 1,000,000 SH Put DFND   1,000,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 16,350 180,601 SH   DFND   180,601 0 0
STAGE STORES INC COM NEW 85254C305 1,283 75,000 SH   DFND   75,000 0 0
STANDARD PAC CORP NEW COM 85375C101 6,005 801,710 SH   DFND   801,710 0 0
STEEL DYNAMICS INC COM 858119100 14,697 650,000 SH   DFND   650,000 0 0
SUNEDISON INC COM 86732Y109 6,713 355,560 SH   DFND   355,560 0 0
SUNPOWER CORP COM 867652406 7,962 235,000 SH   DFND   235,000 0 0
SWIFT TRANSN CO CL A 87074U101 5,874 280,000 SH   DFND   280,000 0 0
TESORO CORP COM 881609101 5,031 82,500 SH   DFND   82,500 0 0
TIME WARNER INC COM NEW 887317303 27,828 370,000 SH Call DFND   370,000 0 0
TRACTOR SUPPLY CO COM 892356106 8,591 139,675 SH   DFND   139,675 0 0
TUESDAY MORNING CORP COM NEW 899035505 6,175 318,200 SH   DFND   318,200 0 0
TYSON FOODS INC CL A 902494103 16,732 425,000 SH   DFND   425,000 0 0
UNITED RENTALS INC COM 911363109 22,220 200,000 SH Put DFND   200,000 0 0
UNITED RENTALS INC COM 911363109 46,756 420,849 SH   DFND   420,849 0 0
UNITED STATES STL CORP NEW COM 912909108 11,047 282,029 SH   DFND   282,029 0 0
V F CORP COM 918204108 55,122 834,800 SH   DFND   834,800 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,941 150,000 SH   DFND   150,000 0 0
VISTEON CORP COM NEW 92839U206 6,321 65,000 SH   DFND   65,000 0 0
WABCO HLDGS INC COM 92927K102 9,095 100,000 SH   DFND   100,000 0 0
WABTEC CORP COM 929740108 27,246 336,200 SH   DFND   336,200 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 3,874 66,500 SH   DFND   66,500 0 0
WESCO INTL INC COM 95082P105 7,519 96,076 SH   DFND   96,076 0 0
WESTLAKE CHEM CORP COM 960413102 17,136 197,900 SH   DFND   197,900 0 0
WESTLAKE CHEM PARTNERS LP COM UNIT RP LP 960417103 3,625 125,000 SH   DFND   125,000 0 0
WEYERHAEUSER CO COM 962166104 5,576 175,000 SH   DFND   175,000 0 0
WHIRLPOOL CORP COM 963320106 20,954 143,868 SH   DFND   143,868 0 0
WHITEWAVE FOODS CO COM 966244105 22,706 625,000 SH   DFND   625,000 0 0
WL ROSS HLDG CORP UNIT 99/99/9999 92939D203 1,076 100,600 SH   DFND   100,600 0 0
ZALANDO SE COM BQV0SV7 272 10,000 SH   DFND   10,000 0 0
ZOES KITCHEN INC COM 98979J109 7,491 243,529 SH   DFND   243,529 0 0