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
ALPHABET INC CAP STK CL C 02079K107 8,354 7,000 SH   DFND   7,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 4,355 90,000 SH   DFND   90,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,165,912 43,536,682 SH   DFND   43,536,682 0 0
CONTAINER STORE GROUP INC COM 210751103 305,323 27,506,544 SH   DFND   27,506,544 0 0
DOLLAR TREE INC COM 256746108 4,078 50,000 SH Call DFND   50,000 0 0
DYCOM INDS INC COM 267475101 1,269 15,000 SH   DFND   15,000 0 0
EURONET WORLDWIDE INC COM 298736109 2,004 20,000 SH   DFND   20,000 0 0
GCI LIBERTY INC COM CLASS A 36164V305 6,630 130,000 SH   DFND   130,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 20,226 120,000 SH Put DFND   120,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513 7,780 90,000 SH Put DFND   90,000 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 2,172 50,000 SH   DFND   50,000 0 0
LKQ CORP COM 501889208 3,800 120,000 SH   DFND   120,000 0 0
MASCO CORP COM 574599106 4,392 120,000 SH   DFND   120,000 0 0
SHAKE SHACK INC CL A 819047101 176,127 2,795,219 SH   DFND   2,795,219 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 9,164 200,000 SH   DFND   200,000 0 0
VALVOLINE INC COM 92047W101 2,151 100,000 SH   DFND   100,000 0 0
WESTERN UN CO COM 959802109 4,003 210,000 SH   DFND   210,000 0 0