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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1 800 FLOWERS COM INC CL A 68243Q106   16,844,913 1,464,775 SH   DFND 1,2 1,464,775 0 0
1 800 FLOWERS COM INC CL A 68243Q106   1,235,100 107,400 SH Call DFND 1,2 107,400 0 0
A K A BRANDS HLDG CORP COM 00152K101   215,371 395,393 SH   DFND 1,2 395,393 0 0
ALLBIRDS INC COM CL A 01675A109   36,360 30,300 SH   DFND 1,2 30,300 0 0
ALTERYX INC COM CL A 02156B103   1,176,800 20,000 SH   DFND 1,2 20,000 0 0
AMAZON COM INC COM 023135106   2,582,250 25,000 SH   DFND 1,2 25,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   738,480 181,000 SH   DFND 1,2 181,000 0 0
ARHAUS INC COM CL A 04035M102   1,971,586 237,827 SH   DFND 1,2 237,827 0 0
BASSETT FURNITURE INDS INC COM 070203104   87,131 4,895 SH   DFND 1,2 4,895 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   15,438,500 50,000 SH   DFND 1,2 50,000 0 0
BJS RESTAURANTS INC COM 09180C106   1,006,933 34,555 SH   DFND 1,2 34,555 0 0
BRINKER INTL INC COM 109641100   3,013,400 79,300 SH   DFND 1,2 79,300 0 0
CHILDRENS PL INC NEW COM 168905107   18,548,287 460,827 SH   DFND 1,2 460,827 0 0
CITI TRENDS INC COM 17306X102   456,480 24,000 SH   DFND 1,2 24,000 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   1,882,931 151,361 SH   DFND 1,2 151,361 0 0
COTY INC COM CL A 222070203   3,370,336 279,464 SH   DFND 1,2 279,464 0 0
DATADOG INC CL A COM 23804L103   494,088 6,800 SH   DFND 1,2 6,800 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   244,654 6,650 SH   DFND 1,2 6,650 0 0
DESTINATION XL GROUP INC COM 25065K104   10,502,859 1,906,145 SH   DFND 1,2 1,906,145 0 0
EVERBRIDGE INC COM 29978A104   866,750 25,000 SH   DFND 1,2 25,000 0 0
EZCORP INC CL A NON VTG 302301106   526,956 61,274 SH   DFND 1,2 61,274 0 0
FARFETCH LTD ORD SH CL A 30744W107   1,517,691 309,102 SH   DFND 1,2 309,102 0 0
FOOT LOCKER INC COM 344849104   1,721,474 43,373 SH   DFND 1,2 43,373 0 0
FOSSIL GROUP INC COM 34988V106   321,987 100,621 SH   DFND 1,2 100,621 0 0
FRESHPET INC COM 358039105   613,449 9,268 SH   DFND 1,2 9,268 0 0
GOLDEN ENTMT INC COM 381013101   13,588,739 312,313 SH   DFND 1,2 312,313 0 0
HANESBRANDS INC COM 410345102   1,977,266 375,906 SH   DFND 1,2 375,906 0 0
HAVERTY FURNITURE COS INC COM 419596101   6,807,520 213,335 SH   DFND 1,2 213,335 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101   15,354,329 953,685 SH   DFND 1,2 953,685 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101   1,626,100 101,000 SH Call DFND 1,2 101,000 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   3,521,600 355,000 SH   DFND 1,2 355,000 0 0
J JILL INC COM 46620W201   23,003,007 883,372 SH   DFND 1,2 883,372 0 0
KOHLS CORP COM 500255104   503,756 21,400 SH   DFND 1,2 21,400 0 0
MADISON SQUARE GRDN ENTERTNM CL A 55825T102   1,181,400 20,000 SH   DFND 1,2 20,000 0 0
NEWS CORP NEW CL A 65249B109   2,226,483 128,922 SH   DFND 1,2 128,922 0 0
NORDSTROM INC COM 655664100   976,200 60,000 SH   DFND 1,2 60,000 0 0
OCCIDENTAL PETE CORP COM 674599105   3,433,650 55,000 SH   DFND 1,2 55,000 0 0
ONEWATER MARINE INC CL A COM 68280L101   808,361 28,901 SH   DFND 1,2 28,901 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   157,500 15,000 SH   DFND 1,2 15,000 0 0
PETIQ INC COM CL A 71639T106   560,560 49,000 SH   DFND 1,2 49,000 0 0
PINTEREST INC CL A 72352L106   2,882,439 105,700 SH   DFND 1,2 105,700 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106   9,130,570 951,101 SH   DFND 1,2 951,101 0 0
PLBY GROUP INC COM 72814P109   376,426 190,114 SH   DFND 1,2 190,114 0 0
PROG HOLDINGS INC COM NPV 74319R101   1,760,389 73,997 SH   DFND 1,2 73,997 0 0
PURPLE INNOVATION INC COM 74640Y106   432,696 163,900 SH   DFND 1,2 163,900 0 0
ROGERS CORP COM 775133101   1,016,044 6,217 SH   DFND 1,2 6,217 0 0
ROSS STORES INC COM 778296103   298,756 2,815 SH   DFND 1,2 2,815 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109   18,473,732 1,125,075 SH   DFND 1,2 1,125,075 0 0
SALESFORCE COM INC COM 79466L302   998,900 5,000 SH   DFND 1,2 5,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   5,301,874 340,300 SH   DFND 1,2 340,300 0 0
SIMPSON MFG INC COM 829073105   1,363,483 12,436 SH   DFND 1,2 12,436 0 0
SONOS INC COM 83570H108   1,988,173 101,334 SH   DFND 1,2 101,334 0 0
TILE SHOP HLDGS INC COM 88677Q109   20,472,000 4,365,032 SH   DFND 1,2 4,365,032 0 0
TILLYS INC CL A 886885102   39,214,232 5,086,152 SH   DFND 1,2 5,086,152 0 0
TORRID HLDGS INC COM 89142B107   217,472 49,879 SH   DFND 1,2 49,879 0 0
TURTLE BEACH CORP COM NEW 900450206   168,176 16,784 SH   DFND 1,2 16,784 0 0
VERA BRADLEY INC COM 92335C106   15,396,918 2,570,437 SH   DFND 1,2 2,570,437 0 0
VIAD CORP COM 92552R406   2,121,429 101,796 SH   DFND 1,2 101,796 0 0
VINCE HLDG CORP COM NEW 92719W207   8,545,390 1,233,101 SH   DFND 1,2 1,233,101 0 0