The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALBEMARLE CORP | COM | 012653101 | 3,321 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| ALLIANT TECHSYSTEMS INC | COM | 018804104 | 2,132 | 15,000 | SH | Put | DFND | 1 | 15,000 | 0 | 0 |
| AMERICAN AXLE & MFG HLDGS INC | COM | 024061103 | 3,056 | 165,000 | SH | DFND | 1 | 165,000 | 0 | 0 | |
| AMETEK INC NEW | COM | 031100100 | 2,060 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| ARCH COAL INC | COM | 039380100 | 1,446 | 300,000 | SH | DFND | 1 | 300,000 | 0 | 0 | |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 4,249 | 79,800 | SH | DFND | 1 | 79,800 | 0 | 0 | |
| AVIANCA HLDGS SA | SPON ADR REP PFD | 05367G100 | 8,983 | 526,882 | SH | DFND | 1 | 526,882 | 0 | 0 | |
| BEAZER HOMES USA INC | COM | 07556Q881 | 2,737 | 136,289 | SH | DFND | 1 | 136,289 | 0 | 0 | |
| CATERPILLAR INC DEL | COM | 149123101 | 1,491 | 15,000 | SH | DFND | 1 | 15,000 | 0 | 0 | |
| CELADON GROUP INC | COM | 150838100 | 1,113 | 46,303 | SH | DFND | 1 | 1,113 | 0 | 0 | |
| COPART INC | COM | 217204106 | 1,993 | 54,777 | SH | DFND | 1 | 54,777 | 0 | 0 | |
| C H ROBINSON WORLDWIDE INC | COM NEW | 12541W209 | 786 | 15,000 | SH | Call | DFND | 1 | 15,000 | 0 | 0 |
| DYCOM INDS INC | COM | 267475101 | 2,493 | 78,882 | SH | DFND | 1 | 78,882 | 0 | 0 | |
| ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 3,589 | 195,884 | SH | DFND | 1 | 195,884 | 0 | 0 | |
| EMERSON ELEC CO | COM | 291011104 | 4,175 | 62,500 | SH | DFND | 1 | 62,500 | 0 | 0 | |
| ENPRO INDS INC | COM | 29355X107 | 363 | 5,000 | SH | DFND | 1 | 5,000 | 0 | 0 | |
| EXPEDITORS INTL WASH INC | COM | 302130109 | 1,338 | 33,767 | SH | DFND | 1 | 33,767 | 0 | 0 | |
| FUELCELL ENERGY INC | COM | 35952H106 | 1,126 | 454,000 | SH | DFND | 1 | 454,000 | 0 | 0 | |
| GLOBAL BRASS & COPPR HLDGS I | COM | 37953G103 | 22,155 | 1,404,895 | SH | DFND | 1 | 1,404,895 | 0 | 0 | |
| HARSCO CORP | COM | 415864107 | 1,054 | 45,000 | SH | DFND | 1 | 45,000 | 0 | 0 | |
| HONEYWELL INTL INC | COM | 438516106 | 2,319 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| HUB GROUP INC | CL A | 443320106 | 6,726 | 168,182 | SH | DFND | 1 | 168,182 | 0 | 0 | |
| HUNT J B TRANS SVCS INC | COM | 445658107 | 223 | 3,100 | SH | DFND | 1 | 3,100 | 0 | 0 | |
| INGERSOLL-RAND PLC | SHS | G47791101 | 1,162 | 20,300 | SH | DFND | 1 | 20,300 | 0 | 0 | |
| ISHARES | RUSSELL 2000 ETF | 464287655 | 17,451 | 150,000 | SH | Put | DFND | 1 | 150,000 | 0 | 0 |
| ISHARES | 20+ YR TR BD ETF | 464287432 | 4,364 | 40,000 | SH | Put | DFND | 1 | 40,000 | 0 | 0 |
| JACOBS ENGR GROUP INC DEL | COM | 469814107 | 3,461 | 54,500 | SH | DFND | 1 | 54,500 | 0 | 0 | |
| JETBLUE AIRWAYS CORP | COM | 477143101 | 1,521 | 175,000 | SH | DFND | 1 | 175,000 | 0 | 0 | |
| JOY GLOBAL INC | COM | 481165108 | 818 | 14,100 | SH | DFND | 1 | 14,100 | 0 | 0 | |
| KAISER ALUMINUM CORP | COM PAR $0.01 | 483007704 | 1,597 | 22,366 | SH | DFND | 1 | 22,366 | 0 | 0 | |
| KENNAMETAL INC | COM | 489170100 | 3,480 | 78,565 | SH | DFND | 1 | 78,565 | 0 | 0 | |
| KRATON PERFORMANCE POLYMERS | COM | 50077C106 | 775 | 29,661 | SH | DFND | 1 | 29,661 | 0 | 0 | |
| LANDSTAR SYS INC | COM | 515098101 | 7,284 | 123,001 | SH | DFND | 1 | 123,001 | 0 | 0 | |
| LOUISIANA PAC CORP | COM | 546347105 | 6,142 | 364,100 | SH | DFND | 1 | 364,100 | 0 | 0 | |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | 584 | 61,508 | SH | DFND | 1 | 61,508 | 0 | 0 | |
| NORCRAFT COS INC | COM | 65557Y105 | 2,579 | 152,319 | SH | DFND | 1 | 152,319 | 0 | 0 | |
| NUCOR CORP | COM | 670346105 | 253 | 5,000 | SH | DFND | 1 | 5,000 | 0 | 0 | |
| ORION MARINE GROUP INC | COM | 68628V308 | 2,883 | 229,370 | SH | DFND | 1 | 229,370 | 0 | 0 | |
| PETROQUEST ENERGY INC | COM | 716748108 | 485 | 85,000 | SH | DFND | 1 | 85,000 | 0 | 0 | |
| PIKE CORP | COM | 721283109 | 2,359 | 219,276 | SH | DFND | 1 | 219,276 | 0 | 0 | |
| PIKE CORP | COM | 721283109 | 538 | 50,000 | SH | Call | DFND | 1 | 50,000 | 0 | 0 |
| PLY GEM HLDGS INC | COM | 72941W100 | 846 | 66,998 | SH | DFND | 1 | 66,998 | 0 | 0 | |
| PLY GEM HLDGS INC | COM | 72941W100 | 632 | 50,000 | SH | Call | DFND | 1 | 50,000 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 | 768 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| QUANEX BUILDING PRODUCTS COR | COM | 747619104 | 3,082 | 149,057 | SH | DFND | 1 | 149,057 | 0 | 0 | |
| REGAL BELOIT CORP | COM | 758750103 | 9,129 | 125,552 | SH | DFND | 1 | 125,552 | 0 | 0 | |
| RENEWABLE ENERGY GROUP INC | COM NEW | 75972A301 | 480 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| ROPER INDS INC NEW | COM | 776696106 | 1,436 | 10,753 | SH | DFND | 1 | 10,753 | 0 | 0 | |
| SCORPIO TANKERS INC | SHS | Y7542C106 | 5,024 | 503,869 | SH | DFND | 1 | 503,869 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 40,207 | 215,000 | SH | Put | DFND | 1 | 215,000 | 0 | 0 |
| SMITH & WESSON HLDG CORP | COM | 831756101 | 146 | 10,000 | SH | Put | DFND | 1 | 10,000 | 0 | 0 |
| TE CONNECTIVITY | REG SHS | H84989104 | 2,191 | 36,382 | SH | DFND | 1 | 36,382 | 0 | 0 | |
| TRONOX LTD | SHS CL A | Q9235V101 | 832 | 35,000 | SH | DFND | 1 | 35,000 | 0 | 0 | |
| WILLBROS GROUP INC DEL | COM | 969203108 | 3,304 | 261,776 | SH | DFND | 1 | 261,776 | 0 | 0 | |
| YRC WORLWIDE INC | COM PAR $.01 | 984249607 | 871 | 38,700 | SH | DFND | 1 | 38,700 | 0 | 0 | |