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   6,030,913 861,559 SH   DFND 1,2 861,559 0 0
A K A BRANDS HLDG CORP COM 00152K101   171,956 395,393 SH   DFND 1,2 395,393 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   5,072,071 107,300 SH   DFND 1,2 107,300 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   867,400 10,000 SH   DFND 1,2 10,000 0 0
ALLBIRDS INC COM CL A 01675A109   33,633 30,300 SH   DFND 1,2 30,300 0 0
ALLIANCE RESOURCE PARTNERS L UT LTD PART 01877R108   396,235 17,587 SH   DFND 1,2 17,587 0 0
AMAZON COM INC COM 023135106   9,534,000 75,000 SH   DFND 1,2 75,000 0 0
ANTERO RESOURCES CORP COM 03674X106   1,015,200 40,000 SH   DFND 1,2 40,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   566,530 181,000 SH   DFND 1,2 181,000 0 0
ARHAUS INC COM CL A 04035M102   4,302,264 462,609 SH   DFND 1,2 462,609 0 0
BORR DRILLING LTD SHS G1466R173   965,600 136,000 SH   DFND 1,2 136,000 0 0
BRINKER INTL INC COM 109641100   1,555,997 49,256 SH   DFND 1,2 49,256 0 0
BRINKER INTL INC COM 109641100   7,897,500 250,000 SH Call DFND 1,2 250,000 0 0
CARPARTS COM INC COM 14427M107   1,127,677 273,708 SH   DFND 1,2 273,708 0 0
CHILDRENS PL INC NEW COM 168905107   3,527,037 130,486 SH   DFND 1,2 130,486 0 0
CITI TRENDS INC COM 17306X102   18,989,345 854,606 SH   DFND 1,2 854,606 0 0
CONTAINER STORE GROUP INC COM 210751103   470,351 209,045 SH   DFND 1,2 209,045 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   1,438,575 38,807 SH   DFND 1,2 38,807 0 0
DENNYS CORP COM 24869P104   791,462 93,443 SH   DFND 1,2 93,443 0 0
DESTINATION XL GROUP INC COM 25065K104   9,609,587 2,144,997 SH   DFND 1,2 2,144,997 0 0
EZCORP INC CL A NON VTG 302301106   984,011 119,274 SH   DFND 1,2 119,274 0 0
FARFETCH LTD ORD SH CL A 30744W107   434,407 207,850 SH   DFND 1,2 207,850 0 0
FISCALNOTE HOLDINGS INC COM CL A 337655104   270,400 130,000 SH   DFND 1,2 130,000 0 0
FOSSIL GROUP INC COM 34988V106   323,327 156,955 SH   DFND 1,2 156,955 0 0
FUNKO INC COM CL A 361008105   3,233,448 422,673 SH   DFND 1,2 422,673 0 0
HERBALIFE LTD COM SHS G4412G101   15,959,106 1,140,751 SH   DFND 1,2 1,140,751 0 0
HERBALIFE LTD COM SHS G4412G101   36,360,010 2,599,000 SH Call DFND 1,2 2,599,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105   4,201,868 103,240 SH   DFND 1,2 103,240 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   39,409,700 110,000 SH Put DFND 1,2 110,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   88,370,000 500,000 SH Call DFND 1,2 500,000 0 0
J JILL INC COM 46620W201   33,539,760 1,133,100 SH   DFND 1,2 1,133,100 0 0
JOANN INC COM 47768J101   8,955 12,438 SH   DFND 1,2 12,438 0 0
JOINT CORP COM 47973J102   407,301 45,306 SH   DFND 1,2 45,306 0 0
KONTOOR BRANDS INC COM 50050N103   2,911,979 66,317 SH   DFND 1,2 66,317 0 0
LENDINGTREE INC NEW COM 52603B107   527,233 34,015 SH   DFND 1,2 34,015 0 0
NOODLES & CO COM CL A 65540B105   703,046 285,791 SH   DFND 1,2 285,791 0 0
NORDSTROM INC COM 655664100   7,411,749 496,101 SH   DFND 1,2 496,101 0 0
NU HLDGS LTD ORD SH CL A G6683N103   43,500,000 6,000,000 SH Put DFND 1,2 6,000,000 0 0
OCCIDENTAL PETE CORP COM 674599105   6,488,000 100,000 SH   DFND 1,2 100,000 0 0
PAR TECHNOLOGY CORP COM 698884103   2,194,468 56,940 SH   DFND 1,2 56,940 0 0
PETIQ INC COM CL A 71639T106   3,270,200 166,000 SH   DFND 1,2 166,000 0 0
PFSWEB INC COM NEW 717098206   30,154 4,053 SH   DFND 1,2 4,053 0 0
PURPLE INNOVATION INC COM 74640Y106   2,590,771 1,515,071 SH   DFND 1,2 1,515,071 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101   693,386 86,242 SH   DFND 1,2 86,242 0 0
SHARKNINJA INC COM SHS G8068L108   11,268,772 243,071 SH   DFND 1,2 243,071 0 0
SMARTRENT INC COM CL A 83193G107   92,065 35,274 SH   DFND 1,2 35,274 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106   83,000 200,000 SH   DFND 1,2 200,000 0 0
SNAP INC CL A 83304A106   222,750 25,000 SH   DFND 1,2 25,000 0 0
SNAP INC CL A 83304A106   1,782,000 200,000 SH Call DFND 1,2 200,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   51,731,000 850,000 SH Call DFND 1,2 850,000 0 0
STITCH FIX INC COM CL A 860897107   153,028 44,356 SH   DFND 1,2 44,356 0 0
THE AARONS COMPANY INC COM 00258W108   682,497 65,186 SH   DFND 1,2 65,186 0 0
THE ONE GROUP HOSPITALITY IN COM 88338K103   227,211 41,311 SH   DFND 1,2 41,311 0 0
TILE SHOP HLDGS INC COM 88677Q109   24,592,713 4,479,547 SH   DFND 1,2 4,479,547 0 0
TILLYS INC CL A 886885102   51,868,960 6,387,803 SH   DFND 1,2 6,387,803 0 0
TORRID HLDGS INC COM 89142B107   74,698 33,800 SH   DFND 1,2 33,800 0 0
VERA BRADLEY INC COM 92335C106   6,016,032 910,141 SH   DFND 1,2 910,141 0 0
VINCE HLDG CORP COM NEW 92719W207   1,938,794 1,236,476 SH   DFND 1,2 1,236,476 0 0
WAYFAIR INC CL A 94419L101   2,722,743 44,952 SH   DFND 1,2 44,952 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   358,128 23,105 SH   DFND 1,2 23,105 0 0
ZUMIEZ INC COM 989817101   8,144,604 457,562 SH   DFND 1,2 457,562 0 0