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   30,966,165 2,859,295 SH   DFND 1,2 2,859,295 0 0
AMAZON COM INC COM 023135106   18,038,000 100,000 SH   DFND 1,2 100,000 0 0
ANGIODYNAMICS INC COM 03475V101   3,122,200 531,891 SH   DFND 1,2 531,891 0 0
BJS RESTAURANTS INC COM 09180C106   83,267,402 2,301,476 SH   DFND 1,2 2,301,476 0 0
BORR DRILLING LTD SHS G1466R173   931,600 136,000 SH   DFND 1,2 136,000 0 0
CARDLYTICS INC COM 14161W105   971,091 67,018 SH   DFND 1,2 67,018 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   8,652,030 529,500 SH   DFND 1,2 529,500 0 0
CARVANA CO CL A 146869102   3,516,400 40,000 SH   DFND 1,2 40,000 0 0
CHILDRENS PL INC NEW COM 168905107   4,616,000 400,000 SH Put DFND 1,2 400,000 0 0
CITI TRENDS INC COM 17306X102   45,487,894 1,676,664 SH   DFND 1,2 1,676,664 0 0
CROCS INC COM 227046109   11,968,618 83,231 SH   DFND 1,2 83,231 0 0
DESTINATION XL GROUP INC COM 25065K104   21,435,444 5,954,290 SH   DFND 1,2 5,954,290 0 0
DOLLAR TREE INC COM 256746108   3,967,870 29,800 SH   DFND 1,2 29,800 0 0
EL POLLO LOCO HLDGS INC COM 268603107   10,877,009 1,116,736 SH   DFND 1,2 1,116,736 0 0
FOSSIL GROUP INC COM 34988V106   102,633 100,621 SH   DFND 1,2 100,621 0 0
FUNKO INC COM CL A 361008105   19,812,137 3,175,022 SH   DFND 1,2 3,175,022 0 0
FUNKO INC COM CL A 361008105   3,120,000 500,000 SH Call DFND 1,2 500,000 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   640,000 200,000 SH   DFND 1,2 200,000 0 0
HERBALIFE LTD COM SHS G4412G101   3,065,250 305,000 SH   DFND 1,2 305,000 0 0
HERBALIFE LTD COM SHS G4412G101   5,025,000 500,000 SH Call DFND 1,2 500,000 0 0
HIBBETT INC COM 428567101   83,226,861 1,083,542 SH   DFND 1,2 1,083,542 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   88,802,000 200,000 SH Put DFND 1,2 200,000 0 0
J JILL INC COM 46620W201   5,333,619 166,832 SH   DFND 1,2 166,832 0 0
OCCIDENTAL PETE CORP COM 674599105   7,798,800 120,000 SH   DFND 1,2 120,000 0 0
PAR TECHNOLOGY CORP COM 698884103   9,388,840 206,985 SH   DFND 1,2 206,985 0 0
PERRIGO CO PLC SHS G97822103   1,543,478 47,949 SH   DFND 1,2 47,949 0 0
RED ROBIN GOURMET BURGERS INC COM 75689M101   3,421,860 446,718 SH   DFND 1,2 446,718 0 0
SHARKNINJA INC COM SHS G8068L108   31,145,000 500,000 SH   DFND 1,2 500,000 0 0
SMARTSHEET INC COM CL A 83200N103   1,879,031 48,806 SH   DFND 1,2 48,806 0 0
SNAP INC CL A 83304A106   7,243,880 631,000 SH   DFND 1,2 631,000 0 0
SNAP INC CL A 83304A106   8,036,000 700,000 SH Call DFND 1,2 700,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   157,980,000 2,000,000 SH Put DFND 1,2 2,000,000 0 0
STITCH FIX INC COM CL A 860897107   264,000 100,000 SH   DFND 1,2 100,000 0 0
TAPESTRY INC COM 876030107   54,301,642 1,143,674 SH   DFND 1,2 1,143,674 0 0
TAPESTRY INC COM 876030107   47,480,000 1,000,000 SH Call DFND 1,2 1,000,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   443,000 100,000 SH   DFND 1,2 100,000 0 0
THE ONE GROUP HOSPITALITY INC COM 88338K103   447,132 80,275 SH   DFND 1,2 80,275 0 0
TILE SHOP HLDGS INC COM 88677Q109   46,639,234 6,634,315 SH   DFND 1,2 6,634,315 0 0
TILLYS INC CL A 886885102   52,211,386 7,678,145 SH   DFND 1,2 7,678,145 0 0
TORRID HLDGS INC COM 89142B107   4,756,141 974,619 SH   DFND 1,2 974,619 0 0
TWILIO INC CL A 90138F102   3,055,604 49,969 SH   DFND 1,2 49,969 0 0
V F CORP COM 918204108   1,150,500 75,000 SH   DFND 1,2 75,000 0 0
VERA BRADLEY INC COM 92335C106   20,929,441 3,077,859 SH   DFND 1,2 3,077,859 0 0
VINCE HLDG CORP COM NEW 92719W207   4,039,672 1,242,976 SH   DFND 1,2 1,242,976 0 0
ZUMIEZ INC COM 989817101   309,876 20,400 SH   DFND 1,2 20,400 0 0
ZUORA INC COM CL A 98983V106   8,392,662 920,248 SH   DFND 1,2 920,248 0 0