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
ANTHEM INC COM 036752103 7,507 45,737 SH   DFND   45,737 0 0
APPLE INC COM 037833100 1,772 14,125 SH   DFND   14,125 0 0
BANK AMER CORP COM 060505104 4,897 287,719 SH   DFND   287,719 0 0
CHILDRENS PL INC COM 168905107 1,683 25,735 SH   DFND   25,735 0 0
CITIGROUP INC COM NEW 172967424 5,243 94,907 SH   DFND   94,907 0 0
CVS HEALTH CORP COM 126650100 3,419 32,600 SH   DFND   32,600 0 0
DARDEN RESTAURANTS INC COM 237194105 1,813 25,500 SH   DFND   25,500 0 0
DISNEY WALT CO COM DISNEY 254687106 2,328 20,400 SH   DFND   20,400 0 0
DORIAN LPG LTD SHS USD Y2106R110 9,217 552,567 SH   DFND   552,567 0 0
FINISH LINE INC CL A 317923100 3,407 122,466 SH   DFND   122,466 0 0
FOOT LOCKER INC COM 344849104 2,191 32,700 SH   DFND   32,700 0 0
GAP INC DEL COM 364760108 1,031 27,000 SH   DFND   27,000 0 0
GAP INC DEL CALL 364760908 977 25,600 SH Call DFND   25,600 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 796 17,000 SH   DFND   17,000 0 0
GRAFTECH INTL LTD COM 384313102 1,297 261,507 SH   DFND   261,507 0 0
HEIDRICK & STRUGGLES INTL IN COM 422819102 1,567 60,100 SH   DFND   60,100 0 0
HYSTER YALE MATLS HANDLING I CL A 449172105 1,302 18,800 SH   DFND   18,800 0 0
JPMORGAN CHASE & CO COM 46625H100 6,700 98,875 SH   DFND   98,875 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 5,769 209,868 SH   DFND   209,868 0 0
MACYS INC COM 55616P104 8,574 127,075 SH   DFND   127,075 0 0
MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 2,292 65,663 SH   DFND   65,663 0 0
MEDASSETS INC COM 584045108 4,071 184,550 SH   DFND   184,550 0 0
MICHAEL KORS HLDGS LTD CALL G60754901 804 19,100 SH Call DFND   19,100 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 6,376 151,475 SH   DFND   151,475 0 0
MICRON TECHNOLOGY INC CALL 595112903 482 25,600 SH Call DFND   25,600 0 0
MICRON TECHNOLOGY INC COM 595112103 1,080 57,350 SH   DFND   57,350 0 0
MOLINA HEALTHCARE INC COM 60855R100 4,190 59,600 SH   DFND   59,600 0 0
MYLAN N V SHS EURO N59465109 2,629 38,735 SH   DFND   38,735 0 0
NAVIOS MARITIME ACQUIS CORP SHS Y62159101 346 96,300 SH   DFND   96,300 0 0
NAVIOS MARITIME MIDSTREAM LP COM UNIT LTD Y62134104 354 22,800 SH   DFND   22,800 0 0
NORTH ATLANTIC DRILLING LTD COM G6613P202 1,581 1,328,862 SH   DFND   1,328,862 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 2,510 47,200 SH   DFND   47,200 0 0
PERFORMANCE SPORTS GROUP LTD COM 71377G100 1,476 82,000 SH   DFND   82,000 0 0
PFIZER INC COM 717081103 1,070 31,900 SH   DFND   31,900 0 0
PIER 1 IMPORTS INC COM 720279108 599 47,400 SH   DFND   47,400 0 0
QEP RES INC COM 74733V100 248 13,400 SH   DFND   13,400 0 0
RENTECH NITROGEN PARTNERS L COM UNIT 760113100 7,266 508,106 SH   DFND   508,106 0 0
SUNEDISON INC COM 86732Y109 2,674 89,400 SH   DFND   89,400 0 0
TEREX CORP NEW COM 880779103 282 12,125 SH   DFND   12,125 0 0
TEVA PHARMACEUTICAL INDS LTD CALL 881624909 756 12,800 SH Call DFND   12,800 0 0
UNITED RENTALS INC CALL 911363909 1,884 21,500 SH Call DFND   21,500 0 0
UNITED RENTALS INC COM 911363109 3,303 37,700 SH   DFND   37,700 0 0
VERISIGN INC COM 92343E102 2,728 44,200 SH   DFND   44,200 0 0
VIACOM INC NEW CL B 92553P201 3,142 48,600 SH   DFND   48,600 0 0
WHOLE FOODS MKT INC COM 966837106 1,006 25,500 SH   DFND   25,500 0 0
WHOLE FOODS MKT INC CALL 966837906 1,613 12,700 SH Call DFND   12,700 0 0