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
ABERCROMBIE & FITCH CO CL A 002896207 26,595 985,000 SH   DFND   985,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 90,585 2,340,100 SH   DFND   2,340,100 0 0
ALBEMARLE CORP COM 012653101 4,481 80,000 SH   DFND   80,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 17,373 263,545 SH   DFND   263,545 0 0
ALPHABET INC CAP STK CL A 02079K305 62,241 80,000 SH   DFND   80,000 0 0
AMAZON COM INC COM 023135106 54,071 80,000 SH   DFND   80,000 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 69,375 555,000 SH   DFND   555,000 0 0
APERAM REG. COM B58C6H1 4,467 125,000 SH   DFND   125,000 0 0
ARCBEST CORP COM 03937C105 2,077 97,100 SH   DFND   97,100 0 0
ASCENA RETAIL GROUP INC COM 04351G101 7,388 750,000 SH Put DFND   750,000 0 0
ASCENA RETAIL GROUP INC COM 04351G101 16,912 1,716,968 SH   DFND   1,716,968 0 0
ASSA ABLOY AB COM BYPC1T4 18,898 896,373 SH   DFND   896,373 0 0
AVIS BUDGET GROUP COM 053774105 3,847 106,018 SH   DFND   106,018 0 0
BAYERISCHE MOTOREN WERKE AG COM 5756029 13,320 125,557 SH   DFND   125,557 0 0
BERRY PLASTICS GROUP INC COM 08579W103 9,950 275,000 SH   DFND   275,000 0 0
BEST BUY INC COM 086516101 30,450 1,000,000 SH Call DFND   1,000,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 1,543 50,000 SH   DFND   50,000 0 0
BOYD GAMING CORP COM 103304101 11,922 600,000 SH   DFND   600,000 0 0
BRUNSWICK CORP COM 117043109 27,781 550,000 SH   DFND   550,000 0 0
BUFFALO WILD WINGS INC COM 119848109 3,991 25,000 SH   DFND   25,000 0 0
BUNGE LIMITED COM G16962105 5,121 75,000 SH   DFND   75,000 0 0
BURLINGTON STORES INC COM 122017106 41,828 975,000 SH   DFND   975,000 0 0
CABELAS INC COM 126804301 7,168 153,400 SH   DFND   153,400 0 0
CALLAWAY GOLF CO COM 131193104 24,963 2,650,000 SH   DFND   2,650,000 0 0
CARMAX INC COM 143130102 26,985 500,000 SH Put DFND   500,000 0 0
CBS CORP NEW CL B 124857202 33,344 707,500 SH   DFND   707,500 0 0
CELANESE CORP DEL COM SER A 150870103 9,395 139,538 SH   DFND   139,538 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 49,474 270,200 SH   DFND   270,200 0 0
CHEESECAKE FACTORY INC COM 163072101 10,375 225,000 SH   DFND   225,000 0 0
CHILDRENS PL INC COM 168905107 1,655 29,990 SH   DFND   29,990 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,597 20,000 SH Put DFND   20,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 71,431 501,480 SH   DFND   501,480 0 0
COSI INC COM NEW 22122P200 197 448,498 SH   DFND   448,498 0 0
COSTCO WHSL CORP NEW COM 22160K105 92,879 575,100 SH   DFND   575,100 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 2,863 151,580 SH   DFND   151,580 0 0
CSRA INC COM 12650T104 6,750 225,000 SH   DFND   225,000 0 0
CSX CORP COM 126408103 12,975 500,000 SH   DFND   500,000 0 0
CSX CORP COM 126408103 6,488 250,000 SH Call DFND   250,000 0 0
CVS HEALTH CORP COM 126650100 63,551 650,000 SH   DFND   650,000 0 0
DANAHER CORP DEL COM 235851102 12,539 135,000 SH   DFND   135,000 0 0
DEL FRISCOS RESTAURANT GROUP COM 245077102 4,406 275,000 SH   DFND   275,000 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 20,147 235,000 SH   DFND   235,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 23,069 455,100 SH   DFND   455,100 0 0
DISNEY WALT CO COM DISNEY 254687106 52,540 500,000 SH Put DFND   500,000 0 0
DULUTH HLDGS INC COM CL B 26443V101 6,027 413,060 SH   DFND   413,060 0 0
EASTMAN CHEM CO COM 277432100 2,363 35,000 SH   DFND   35,000 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 22,912 1,123,684 SH   DFND   1,123,684 0 0
ELECTRONIC ARTS INC COM 285512109 96,422 1,403,114 SH   DFND   1,403,114 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 5,443 195,665 SH   DFND   195,665 0 0
F M C CORP COM NEW 302491303 1,761 45,000 SH   DFND   45,000 0 0
FACEBOOK INC CL A 30303M102 91,756 876,706 SH   DFND   876,706 0 0
FERRARI N V COM N3167J106 6,720 140,000 SH   DFND   140,000 0 0
FERRO CORP COM 315405100 10,697 962,000 SH   DFND   962,000 0 0
FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 1,117 99,211 SH   DFND   99,211 0 0
FORWARD AIR CORP COM 349853101 2,151 50,000 SH   DFND   50,000 0 0
GENERAL DYNAMICS CORP COM 369550108 42,582 310,000 SH   DFND   310,000 0 0
GENESEE & WYO INC CL A 371559105 7,248 135,000 SH   DFND   135,000 0 0
GEVO INC COM NEW 374396208 93 150,000 SH Call DFND   150,000 0 0
GILDAN ACTIVEWEAR INC COM 375916103 34,696 1,220,842 SH   DFND   1,220,842 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,758 215,000 SH   DFND   215,000 0 0
GRAY TELEVISION INC COM 389375106 10,664 654,225 SH   DFND   654,225 0 0
HANESBRANDS INC COM 410345102 119,924 4,074,892 SH   DFND   4,074,892 0 0
HARRIS CORP DEL COM 413875105 24,767 285,000 SH   DFND   285,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 6,006 200,000 SH   DFND   200,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 6,175 288,529 SH   DFND   288,529 0 0
HONEYWELL INTL INC COM 438516106 43,248 417,568 SH   DFND   417,568 0 0
HUNT J B TRANS SVCS INC COM 445658107 7,336 100,000 SH   DFND   100,000 0 0
INFRAREIT INC COM 45685L100 3,578 193,386 SH   DFND   193,386 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 264,657 2,350,000 SH Put DFND   2,350,000 0 0
ITT CORP NEW COM NEW 450911201 2,223 61,200 SH   DFND   61,200 0 0
JARDEN CORP COM 471109108 55,981 980,052 SH   DFND   980,052 0 0
JASON INDS INC COM 471172106 3,780 1,000,000 SH   DFND   1,000,000 0 0
JASON INDS INC COM 471172106 6,328 1,674,201 SH Call DFND   1,674,201 0 0
KAR AUCTION SVCS INC COM 48238T109 1,852 50,000 SH   DFND   50,000 0 0
KATE SPADE & CO COM 485865109 42,331 2,382,170 SH   DFND   2,382,170 0 0
KELLOGG CO COM 487836108 16,261 225,000 SH   DFND   225,000 0 0
L BRANDS INC COM 501797104 30,260 315,805 SH   DFND   315,805 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 30,834 258,000 SH   DFND   258,000 0 0
LANXESS AG COM B05M8B7 696 15,000 SH   DFND   15,000 0 0
LEAR CORP COM NEW 521865204 35,007 285,000 SH   DFND   285,000 0 0
LINDE AG COM 5740817 6,475 44,500 SH   DFND   44,500 0 0
LITHIA MTRS INC CL A 536797103 12,457 116,780 SH   DFND   116,780 0 0
LOWES COS INC COM 548661107 57,030 750,000 SH   DFND   750,000 0 0
LULULEMON ATHLETICA INC COM 550021109 40,664 775,000 SH   DFND   775,000 0 0
LULULEMON ATHLETICA INC COM 550021109 13,118 250,000 SH Call DFND   250,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 15,208 175,000 SH   DFND   175,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 48,228 664,300 SH   DFND   664,300 0 0
MALIBU BOATS INC COM CL A 56117J100 6,630 405,000 SH   DFND   405,000 0 0
MANPOWERGROUP INC COM 56418H100 11,801 140,000 SH   DFND   140,000 0 0
MARINEMAX INC COM 567908108 10,960 595,000 SH   DFND   595,000 0 0
MCDONALDS CORP COM 580135101 53,163 450,000 SH   DFND   450,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 10,224 450,000 SH   DFND   450,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 15,201 379,455 SH   DFND   379,455 0 0
MICHAELS COS INC COM 59408Q106 15,272 690,715 SH   DFND   690,715 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 4,228 100,000 SH   DFND   100,000 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 4,228 100,000 SH Call DFND   100,000 0 0
MOLSON COORS BREWING CO CL B 60871R209 84,514 899,850 SH   DFND   899,850 0 0
NEWELL RUBBERMAID INC COM 651229106 33,408 757,888 SH   DFND   757,888 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 40,633 692,209 SH   DFND   692,209 0 0
NIKE INC CL B 654106103 93,750 1,500,000 SH   DFND   1,500,000 0 0
NORDSTROM INC COM 655664100 39,848 800,000 SH Put DFND   800,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 57,474 304,403 SH   DFND   304,403 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 27,269 107,603 SH   DFND   107,603 0 0
OPGEN INC COM 68373L109 228 120,000 SH Call DFND   120,000 0 0
ORBITAL ATK INC COM 68557N103 4,896 54,800 SH   DFND   54,800 0 0
ORION ENGINEERED CARBONS S A COM L72967109 7,996 634,600 SH   DFND   634,600 0 0
PACKAGING CORP AMER COM 695156109 6,305 100,000 SH   DFND   100,000 0 0
PARTY CITY HOLDCO INC COM 702149105 5,972 462,552 SH   DFND   462,552 0 0
PENN NATL GAMING INC COM 707569109 17,622 1,100,000 SH   DFND   1,100,000 0 0
PENTAIR PLC SHS G7S00T104 1,238 25,000 SH   DFND   25,000 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 13,254 600,000 SH   DFND   600,000 0 0
PLANET FITNESS INC CL A 72703H101 4,231 270,698 SH   DFND   270,698 0 0
POST HLDGS INC COM 737446104 20,053 325,000 SH   DFND   325,000 0 0
PPG INDS INC COM 693506107 10,870 110,000 SH   DFND   110,000 0 0
PVH CORP COM 693656100 11,074 150,364 SH   DFND   150,364 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 41 58,837 SH   DFND   58,837 0 0
QUEST RESOURCE HLDG CORP COM 74836W104 104 150,000 SH Call DFND   150,000 0 0
QUINPARIO ACQUISITION CORP 2 COM 74874U101 1,926 198,600 SH Call DFND   198,600 0 0
QUINPARIO ACQUISITION CORP 2 UNIT 01/01/2023 74874U200 382 39,000 SH   DFND   39,000 0 0
RBC BEARINGS INC COM 75524B104 5,383 83,339 SH   DFND   83,339 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 4,631 75,000 SH   DFND   75,000 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 35,946 452,437 SH   DFND   452,437 0 0
ROSS STORES INC COM 778296103 51,119 949,990 SH   DFND   949,990 0 0
SIGNET JEWELERS LIMITED SHS G81276100 123,690 1,000,000 SH   DFND   1,000,000 0 0
SMITH A O COM 831865209 3,064 40,000 SH   DFND   40,000 0 0
SNYDERS-LANCE INC COM 833551104 10,290 300,000 SH   DFND   300,000 0 0
SOUTHWEST AIRLS CO COM 844741108 23,037 535,000 SH   DFND   535,000 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714 86,480 2,000,000 SH Put DFND   2,000,000 0 0
STEEL DYNAMICS INC COM 858119100 5,808 325,000 SH   DFND   325,000 0 0
SUMMIT MATLS INC CL A 86614U100 6,543 326,489 SH   DFND   326,489 0 0
SYNGENTA AG SPONSORED ADR 87160A100 15,746 200,000 SH Call DFND   200,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 16,558 235,000 SH   DFND   235,000 0 0
TEXTRON INC COM 883203101 24,048 572,427 SH   DFND   572,427 0 0
TRINSEO S A SHS L9340P101 5,632 199,700 SH   DFND   199,700 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 37,664 203,590 SH   DFND   203,590 0 0
UNDER ARMOUR INC CL A 904311107 24,183 300,000 SH Put DFND   300,000 0 0
UNITED RENTALS INC COM 911363109 24,794 341,800 SH   DFND   341,800 0 0
VALSPAR CORP COM 920355104 8,295 100,000 SH   DFND   100,000 0 0
VISTEON CORP COM NEW 92839U206 573 5,000 SH   DFND   5,000 0 0
WHIRLPOOL CORP COM 963320106 11,015 75,000 SH   DFND   75,000 0 0
WL ROSS HLDG CORP UNIT 06/11/2019 92939D203 1,031 100,600 SH   DFND   100,600 0 0
XYLEM INC COM 98419M100 2,738 75,000 SH   DFND   75,000 0 0