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   35,298,361 3,707,811 SH   DFND 1,2 3,707,811 0 0
2SEVENTY BIO INC COMMON STOCK 901384107   1,495,402 388,416 SH   DFND 1,2 388,416 0 0
ACADEMY SPORTS & OUTDOORS INC COM 00402L107   461,678 8,670 SH   DFND 1,2 8,670 0 0
AMERICAN EAGLE OUTFITTERS INC COM 02553E106   2,449,192 122,705 SH   DFND 1,2 122,705 0 0
ANGIODYNAMICS INC COM 03475V101   1,483,085 245,138 SH   DFND 1,2 245,138 0 0
ARROWHEAD PHARMACEUTICALS INC COM 04280A100   1,024,006 39,400 SH   DFND 1,2 39,400 0 0
BATH & BODY WORKS INC COM 070830104   715,201 18,315 SH   DFND 1,2 18,315 0 0
BEYOND INC COM 690370101   457,800 35,000 SH   DFND 1,2 35,000 0 0
BJS RESTAURANTS INC COM 09180C106   81,048,825 2,335,701 SH   DFND 1,2 2,335,701 0 0
BORR DRILLING LTD SHS G1466R173   877,200 136,000 SH   DFND 1,2 136,000 0 0
CITI TRENDS INC COM 17306X102   54,042,622 2,541,986 SH   DFND 1,2 2,541,986 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   10,393,555 261,079 SH   DFND 1,2 261,079 0 0
DESTINATION XL GROUP INC COM 25065K104   20,865,430 5,732,261 SH   DFND 1,2 5,732,261 0 0
DOLLAR TREE INC COM 256746108   11,338,974 106,200 SH   DFND 1,2 106,200 0 0
EL POLLO LOCO HLDGS INC COM 268603107   23,257,205 2,056,340 SH   DFND 1,2 2,056,340 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   1,708,676 97,305 SH   DFND 1,2 97,305 0 0
FIVE BELOW INC COM 33829M101   4,470,821 41,028 SH   DFND 1,2 41,028 0 0
FOSSIL GROUP INC COM 34988V106   144,894 100,621 SH   DFND 1,2 100,621 0 0
FUNKO INC COM CL A 361008105   44,965,218 4,607,092 SH   DFND 1,2 4,607,092 0 0
FUNKO INC COM CL A 361008105   1,952,000 200,000 SH Call DFND 1,2 200,000 0 0
G III APPAREL GROUP LTD COM 36237H101   270,700 10,000 SH   DFND 1,2 10,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   1,504,160 68,000 SH   DFND 1,2 68,000 0 0
HERBALIFE LTD COM SHS G4412G101   1,767,329 170,099 SH   DFND 1,2 170,099 0 0
HERBALIFE LTD COM SHS G4412G101   5,195,000 500,000 SH Call DFND 1,2 500,000 0 0
HIBBETT INC COM 428567101   50,211,419 575,753 SH   DFND 1,2 575,753 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   94,288,848 196,800 SH Put DFND 1,2 196,800 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   57,600,471 283,900 SH Call DFND 1,2 283,900 0 0
J JILL INC COM 46620W201   11,103,639 317,519 SH   DFND 1,2 317,519 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   52,584,619 3,016,903 SH   DFND 1,2 3,016,903 0 0
LIBERTY GLOBAL LTD COM CL A G61188101   8,715,000 500,000 SH Call DFND 1,2 500,000 0 0
MACYS INC COM 55616P104   9,504,192 495,010 SH   DFND 1,2 495,010 0 0
MATCH GROUP INC NEW COM 57667L107   9,114 300 SH   DFND 1,2 300 0 0
MDU RES GROUP INC COM 552690109   5,521,498 219,980 SH   DFND 1,2 219,980 0 0
NATIONAL VISION HLDGS INC COM 63845R107   13,531,264 1,033,710 SH   DFND 1,2 1,033,710 0 0
NIKE INC CL B 654106103   941,145 12,487 SH   DFND 1,2 12,487 0 0
OCCIDENTAL PETE CORP COM 674599105   7,563,600 120,000 SH   DFND 1,2 120,000 0 0
PAPA JOHNS INTL INC COM 698813102   469,800 10,000 SH   DFND 1,2 10,000 0 0
PAPA JOHNS INTL INC COM 698813102   23,490,000 500,000 SH Call DFND 1,2 500,000 0 0
PAR TECHNOLOGY CORP COM 698884103   1,856,947 39,434 SH   DFND 1,2 39,434 0 0
PLANET FITNESS INC CL A 72703H101   3,923,672 53,318 SH   DFND 1,2 53,318 0 0
R1 RCM INC COM 77634L105   1,067,600 85,000 SH   DFND 1,2 85,000 0 0
RED ROBIN GOURMET BURGERS INC COM 75689M101   2,419,940 319,675 SH   DFND 1,2 319,675 0 0
SIGNET JEWELERS LIMITED SHS G81276100   13,136,997 146,651 SH   DFND 1,2 146,651 0 0
SNAP INC CL A 83304A106   7,853,524 472,819 SH   DFND 1,2 472,819 0 0
SNAP INC CL A 83304A106   2,906,750 175,000 SH Call DFND 1,2 175,000 0 0
SONOS INC COM 83570H108   2,457,894 166,524 SH   DFND 1,2 166,524 0 0
STITCH FIX INC COM CL A 860897107   7,834,515 1,887,835 SH   DFND 1,2 1,887,835 0 0
TAPESTRY INC COM 876030107   35,992,637 841,146 SH   DFND 1,2 841,146 0 0
THE ONE GROUP HOSPITALITY INC COM 88338K103   341,169 80,275 SH   DFND 1,2 80,275 0 0
TILE SHOP HLDGS INC COM 88677Q109   56,249,431 8,116,801 SH   DFND 1,2 8,116,801 0 0
TILLYS INC CL A 886885102   47,343,821 7,851,380 SH   DFND 1,2 7,851,380 0 0
TORRID HLDGS INC COM 89142B107   11,190,262 1,494,027 SH   DFND 1,2 1,494,027 0 0
UNITED PARKS & RESORTS INC COM 81282V100   2,679,927 49,345 SH   DFND 1,2 49,345 0 0
UPWORK INC COM 91688F104   2,526,250 235,000 SH   DFND 1,2 235,000 0 0
V F CORP COM 918204108   21,575,349 1,598,174 SH   DFND 1,2 1,598,174 0 0
V F CORP COM 918204108   5,400,000 400,000 SH Call DFND 1,2 400,000 0 0
VERA BRADLEY INC COM 92335C106   18,002,852 2,875,855 SH   DFND 1,2 2,875,855 0 0
VINCE HLDG CORP COM NEW 92719W207   1,715,307 1,242,976 SH   DFND 1,2 1,242,976 0 0
WARBY PARKER INC CL A COM 93403J106   5,364 334 SH   DFND 1,2 334 0 0
WOLVERINE WORLD WIDE INC COM 978097103   1,454,806 107,604 SH   DFND 1,2 107,604 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   3,057,990 196,025 SH   DFND 1,2 196,025 0 0
ZUMIEZ INC COM 989817101   19,168,749 984,022 SH   DFND 1,2 984,022 0 0
ZUORA INC COM CL A 98983V106   10,647,681 1,072,274 SH   DFND 1,2 1,072,274 0 0