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
ABM INDS INC COM 000957100 1,112 34,481 SH   DFND 01,02 34,481 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,118 32,894 SH   DFND 01,02 32,894 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,110 35,914 SH   DFND 01,02 35,914 0 0
ADVANCED ENERGY INDS COM 007973100 1,087 21,041 SH   DFND 01,02 21,041 0 0
ALPHABET INC CAP STK CL C 02079K107 15,515 13,000 SH   DFND 01,02 13,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 840 33,823 SH   DFND 01,02 33,823 0 0
AMERICAN PUBLIC EDUCATION IN COM 02913V103 530 16,048 SH   DFND 01,02 16,048 0 0
ANADARKO PETE CORP COM 032511107 2,077 30,806 SH   DFND 01,02 30,806 0 0
ANALOG DEVICES INC COM 032654105 1,086 11,742 SH   DFND 01,02 11,742 0 0
APPLIED MATLS INC COM 038222105 1,082 27,987 SH   DFND 01,02 27,987 0 0
ARCBEST CORP COM 03937C105 1,116 22,977 SH   DFND 01,02 22,977 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 860 12,503 SH   DFND 01,02 12,503 0 0
ASTEC INDS INC COM 046224101 1,110 22,029 SH   DFND 01,02 22,029 0 0
ATKORE INTL GROUP INC COM 047649108 880 33,158 SH   DFND 01,02 33,158 0 0
AUTOZONE INC COM 053332102 835 1,077 SH   DFND 01,02 1,077 0 0
BMC STK HLDGS INC COM 05591B109 1,123 60,196 SH   DFND 01,02 60,196 0 0
BED BATH & BEYOND INC COM 075896100 893 59,546 SH   DFND 01,02 59,546 0 0
BEST BUY INC COM 086516101 896 11,289 SH   DFND 01,02 11,289 0 0
BUCKLE INC COM 118440106 872 37,813 SH   DFND 01,02 37,813 0 0
CBIZ INC COM 124805102 984 41,535 SH   DFND 01,02 41,535 0 0
CARGURUS INC COM CL A 141788109 3,341 60,000 SH   DFND 01,02 60,000 0 0
CASS INFORMATION SYS INC COM 14808P109 298 4,582 SH   DFND 01,02 4,582 0 0
CATO CORP NEW CL A 149205106 882 41,963 SH   DFND 01,02 41,963 0 0
CENTURYLINK INC COM 156700106 2,120 100,000 SH Call DFND 01,02 100,000 0 0
CHICOS FAS INC COM 168615102 836 96,422 SH   DFND 01,02 96,422 0 0
CONCHO RES INC COM 20605P101 1,266 8,288 SH   DFND 01,02 8,288 0 0
COUPA SOFTWARE INC COM 22266L106 7,119 90,000 SH   DFND 01,02 90,000 0 0
COVENANT TRANSN GROUP INC CL A 22284P105 674 23,200 SH   DFND 01,02 23,200 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,081 74,626 SH   DFND 01,02 74,626 0 0
DIAMONDBACK ENERGY INC COM 25278X109 1,526 11,291 SH   DFND 01,02 11,291 0 0
DICKS SPORTING GOODS INC COM 253393102 858 24,191 SH   DFND 01,02 24,191 0 0
DISNEY WALT CO COM 254687106 1,169 10,000 SH Call DFND 01,02 10,000 0 0
DISCOVERY INC COM 25470F104 3,680 115,000 SH Call DFND 01,02 115,000 0 0
DISH NETWORK CORP CL A 25470M109 1,037 29,005 SH   DFND 01,02 29,005 0 0
DISH NETWORK CORP COM 25470M109 1,037 29,000 SH Put DFND 01,02 29,000 0 0
EBAY INC COM 278642103 1,087 32,920 SH   DFND 01,02 32,920 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 1,087 62,303 SH   DFND 01,02 62,303 0 0
EMCOR GROUP INC COM 29084Q100 1,118 14,880 SH   DFND 01,02 14,880 0 0
ENERGEN CORP COM 29265N108 920 10,672 SH   DFND 01,02 10,672 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,914 30,000 SH   DFND 01,02 30,000 0 0
EXPRESS INC COM 30219E103 838 75,766 SH   DFND 01,02 75,766 0 0
FTI CONSULTING INC COM 302941109 1,195 16,331 SH   DFND 01,02 16,331 0 0
FOSSIL GROUP INC COM 34988V106 881 37,863 SH   DFND 01,02 37,863 0 0
GCI LIBERTY INC COM CLASS A 36164V305 2,040 40,000 SH   DFND 01,02 40,000 0 0
GAP INC DEL COM 364760108 841 29,160 SH   DFND 01,02 29,160 0 0
GENESCO INC COM 371532102 876 18,599 SH   DFND 01,02 18,599 0 0
GENTEX CORP COM 371901109 836 38,941 SH   DFND 01,02 38,941 0 0
GRIFOLS S A SP ADR REP B NVT 398438408 1,462 68,406 SH   DFND 01,02 68,406 0 0
HEARTLAND EXPRESS INC COM 422347104 1,114 56,462 SH   DFND 01,02 56,462 0 0
HEIDRICK & STRUGGLES INTL COM 422819102 872 25,763 SH   DFND 01,02 25,763 0 0
HESS CORP COM 42809H107 573 8,000 SH   DFND 01,02 8,000 0 0
IAC INTERACTIVECORP COM 44919P508 2,167 10,000 SH   DFND 01,02 10,000 0 0
INSIGHT ENTERPRISES INC COM 45765U103 1,120 20,704 SH   DFND 01,02 20,704 0 0
INSTEEL INDUSTRIES INC COM 45774W108 796 22,175 SH   DFND 01,02 22,175 0 0
INVESCO QQQ TR COM 46090E103 13,005 70,000 SH Call DFND 01,02 70,000 0 0
ISHARES TR COM 464287515 5,124 25,000 SH Call DFND 01,02 25,000 0 0
ISHARES TR COM 464287515 5,124 25,000 SH Put DFND 01,02 25,000 0 0
ISHARES TR COM 464287655 6,742 40,000 SH Call DFND 01,02 40,000 0 0
J2 GLOBAL INC COM 48123V102 1,137 13,729 SH   DFND 01,02 13,729 0 0
KLA-TENCOR CORP COM 482480100 1,085 10,670 SH   DFND 01,02 10,670 0 0
KFORCE INC COM 493732101 1,111 29,539 SH   DFND 01,02 29,539 0 0
KOHLS CORP COM 500255104 873 11,708 SH   DFND 01,02 11,708 0 0
KORN FERRY INTL COM NEW 500643200 1,109 22,523 SH   DFND 01,02 22,523 0 0
LA Z BOY INC COM 505336107 865 27,386 SH   DFND 01,02 27,386 0 0
LAM RESEARCH CORP COM 512807108 1,085 7,150 SH   DFND 01,02 7,150 0 0
LEAR CORP COM NEW 521865204 847 5,838 SH   DFND 01,02 5,838 0 0
LENNAR CORP CL A 526057104 836 17,905 SH   DFND 01,02 17,905 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 13,365 307,600 SH   DFND 01,02 307,600 0 0
MKS INSTRUMENT INC COM 55306N104 1,083 13,517 SH   DFND 01,02 13,517 0 0
MACYS INC COM 55616P104 840 24,189 SH   DFND 01,02 24,189 0 0
MANPOWERGROUP INC COM 56418H100 1,113 12,952 SH   DFND 01,02 12,952 0 0
MARINEMAX INC COM 567908108 831 39,087 SH   DFND 01,02 39,087 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 848 7,587 SH   DFND 01,02 7,587 0 0
MASCO CORP COM 574599106 1,115 30,463 SH   DFND 01,02 30,463 0 0
MASONITE INTL CORP NEW COM 575385109 1,116 17,410 SH   DFND 01,02 17,410 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 1,079 19,143 SH   DFND 01,02 19,143 0 0
MERITOR INC COM 59001K100 1,115 57,570 SH   DFND 01,02 57,570 0 0
MICROSTRATEGY INC CL A NEW 594972408 399 2,836 SH   DFND 01,02 2,836 0 0
MOLSON COORS BREWING CO CL B 60871R209 856 13,923 SH   DFND 01,02 13,923 0 0
MOVADO GROUP INC COM 624580106 894 21,325 SH   DFND 01,02 21,325 0 0
NVR INC COM 62944T105 847 343 SH   DFND 01,02 343 0 0
NANOMETRICS INC COM 630077105 1,163 30,990 SH   DFND 01,02 30,990 0 0
NATIONAL PRESTO INDS INC COM 637215104 740 5,708 SH   DFND 01,02 5,708 0 0
NETGEAR INC COM 64111Q104 1,081 17,207 SH   DFND 01,02 17,207 0 0
NEWFIELD EXPL CO COM 651290108 625 21,667 SH   DFND 01,02 21,667 0 0
NEXTERA ENERGY INC COM 65339F101 1,642 9,800 SH   DFND 01,02 9,800 0 0
NOBLE ENERGY INC COM 655044105 1,123 36,000 SH   DFND 01,02 36,000 0 0
NORDSTROM INC COM 655664100 883 14,756 SH   DFND 01,02 14,756 0 0
NUTRI SYS INC NEW COM 67069D108 877 23,673 SH   DFND 01,02 23,673 0 0
OSI SYSTEMS INC COM 671044105 1,083 14,189 SH   DFND 01,02 14,189 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,083 58,789 SH   DFND 01,02 58,789 0 0
PARSLEY ENERGY INC CL A 701877102 1,615 55,200 SH   DFND 01,02 55,200 0 0
PATRICK INDS INC COM 703343103 1,194 20,164 SH   DFND 01,02 20,164 0 0
PERFICIENT INC COM 71375U101 1,084 40,693 SH   DFND 01,02 40,693 0 0
PETMED EXPRESS INC COM 716382106 869 26,324 SH   DFND 01,02 26,324 0 0
PROGRESS SOFTWARE CORP COM 743312100 1,121 31,773 SH   DFND 01,02 31,773 0 0
PULTE GROUP INC COM 745867101 834 33,667 SH   DFND 01,02 33,667 0 0
QORVO INC COM 74736K101 1,086 14,126 SH   DFND 01,02 14,126 0 0
QUANTA SVCS INC COM 74762E102 1,117 33,472 SH   DFND 01,02 33,472 0 0
QURATE RETAIL INC COM SER A 74915M100 5,997 270,000 SH   DFND 01,02 270,000 0 0
RAMBUS INC DEL COM 750917106 1,090 99,952 SH   DFND 01,02 99,952 0 0
RE MAX HLDGS INC COM 75524W108 2,661 60,000 SH Call DFND 01,02 60,000 0 0
REALOGY HLDGS CORP COM 75605Y106 2,064 100,000 SH Call DFND 01,02 100,000 0 0
REDFIN CORP COM 75737F108 2,525 135,000 SH   DFND 01,02 135,000 0 0
ROBERT HALF INTL INC COM 770323103 1,190 16,907 SH   DFND 01,02 16,907 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 1,081 44,203 SH   DFND 01,02 44,203 0 0
SPDR S&P 500 ETF TR COM 78462F103 17,443 60,000 SH Call DFND 01,02 60,000 0 0
SANFILIPPO JOHN B & SON IN COM 800422107 826 11,571 SH   DFND 01,02 11,571 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 1,079 13,387 SH   DFND 01,02 13,387 0 0
SCRIPPS E W CO OHIO COM 811054402 990 60,000 SH Call DFND 01,02 60,000 0 0
SERVICENOW INC COM 81762P102 5,869 30,000 SH   DFND 01,02 30,000 0 0
SHOE CARNIVAL INC COM 824889109 837 21,732 SH   DFND 01,02 21,732 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,085 11,966 SH   DFND 01,02 11,966 0 0
STAMPS COM INC COM NEW 852857200 1,082 4,782 SH   DFND 01,02 4,782 0 0
TRI POINTE GROUP INC COM 87265H109 836 67,456 SH   DFND 01,02 67,456 0 0
TARGET CORP COM 87612E106 839 9,509 SH   DFND 01,02 9,509 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 830 46,035 SH   DFND 01,02 46,035 0 0
TECH DATA CORP COM 878237106 1,077 15,050 SH   DFND 01,02 15,050 0 0
TEXAS INSTRS INC COM 882508104 1,087 10,135 SH   DFND 01,02 10,135 0 0
TOLL BROTHERS INC COM 889478103 830 25,127 SH   DFND 01,02 25,127 0 0
TOWER INTL INC COM 891826109 522 17,260 SH   DFND 01,02 17,260 0 0
TRUEBLUE INC COM 89785X101 967 37,105 SH   DFND 01,02 37,105 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 3,207 70,000 SH   DFND 01,02 70,000 0 0
TWILIO INC CL A 90138F102 5,177 60,000 SH   DFND 01,02 60,000 0 0
TYSON FOODS INC CL A 902494103 859 14,425 SH   DFND 01,02 14,425 0 0
URBAN OUTFITTERS INC COM 917047102 876 21,412 SH   DFND 01,02 21,412 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,083 53,206 SH   DFND 01,02 53,206 0 0
WABCO HLDGS INC COM 92927K102 1,114 9,442 SH   DFND 01,02 9,442 0 0
WABASH NATL CORP COM 929566107 1,112 61,002 SH   DFND 01,02 61,002 0 0
WEIS MKTS INC COM 948849104 825 19,011 SH   DFND 01,02 19,011 0 0
WISDOMTREE TR COM 97717W422 6,992 290,000 SH Call DFND 01,02 290,000 0 0
ZENDESK INC COM 98936J101 2,485 35,000 SH   DFND 01,02 35,000 0 0
ZIONS BANCORPORATION *W EXP 05/22/202 989701107 16,440 327,816 SH   DFND 01,02 327,816 0 0
ZSCALER INC COM 98980G102 6,933 170,000 SH   DFND 01,02 170,000 0 0
ATLASSIAN CORP PLC COM G06242104 961 10,000 SH Call DFND 01,02 10,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,085 6,374 SH   DFND 01,02 6,374 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 887 16,259 SH   DFND 01,02 16,259 0 0