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 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 1,759 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,386 | 8,000 | SH | DFND | 8,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 5,342 | 3,000 | SH | DFND | 3,000 | 0 | 0 | ||
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 513,120 | 18,727,024 | SH | DFND | 18,727,024 | 0 | 0 | ||
| CINTAS CORP | COM | 172908105 | 3,032 | 15,000 | SH | DFND | 15,000 | 0 | 0 | ||
| CONTAINER STORE GROUP INC | COM | 210751103 | 242,058 | 27,506,544 | SH | DFND | 27,506,544 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 1,202 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 3,961 | 30,000 | SH | DFND | 30,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 4,695 | 80,000 | SH | DFND | 80,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 7,772 | 70,000 | SH | DFND | 70,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 10,001 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 3,079 | 60,000 | SH | DFND | 60,000 | 0 | 0 | ||
| NIELSEN HLDGS PLC | SHS EUR | G6518L108 | 6,242 | 263,700 | SH | Call | DFND | 263,700 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 3,368 | 40,000 | SH | DFND | 40,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 3,697 | 15,000 | SH | DFND | 15,000 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 131,972 | 2,231,149 | SH | DFND | 2,231,149 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 84,744 | 300,000 | SH | Put | DFND | 300,000 | 0 | 0 | |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 5,474 | 20,000 | SH | DFND | 20,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 8,220 | 250,000 | SH | DFND | 250,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 3,172 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||
| YETI HLDGS INC | COM | 98585X104 | 756 | 25,000 | SH | DFND | 25,000 | 0 | 0 | ||