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   48,264,767 8,180,469 SH   DFND 1,2 8,180,469 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   41,170,500 1,050,000 SH Call DFND 1,2 1,050,000 0 0
AMAZON COM INC COM 023135106   76,104 400 SH   DFND 1,2 400 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   5,810,000 500,000 SH Call DFND 1,2 500,000 0 0
AUTOZONE INC COM 053332102   133,447 35 SH   DFND 1,2 35 0 0
BATH & BODY WORKS INC COM 070830104   106,120 3,500 SH   DFND 1,2 3,500 0 0
BATH & BODY WORKS INC COM 070830104   18,192,000 600,000 SH Call DFND 1,2 600,000 0 0
BJS RESTAURANTS INC COM 09180C106   77,475,427 2,261,396 SH   DFND 1,2 2,261,396 0 0
BOOT BARN HLDGS INC COM 099406100   10,743,000 100,000 SH Call DFND 1,2 100,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   119,545 941 SH   DFND 1,2 941 0 0
CITI TRENDS INC COM 17306X102   56,964,113 2,573,486 SH   DFND 1,2 2,573,486 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106   116,460 3,000 SH   DFND 1,2 3,000 0 0
DESIGNER BRANDS INC CL A 250565108   1,225,177 335,665 SH   DFND 1,2 335,665 0 0
DESIGNER BRANDS INC CL A 250565108   7,847,500 2,150,000 SH Call DFND 1,2 2,150,000 0 0
DESTINATION XL GROUP INC COM 25065K104   8,407,061 5,758,261 SH   DFND 1,2 5,758,261 0 0
DICKS SPORTING GOODS INC COM 253393102   1,007,800 5,000 SH   DFND 1,2 5,000 0 0
EL POLLO LOCO HLDGS INC COM 268603107   4,474,310 766,705 SH   DFND 1,2 766,705 0 0
ENVIRI CORP COM 415864107   24,546,001 3,691,128 SH   DFND 1,2 3,691,128 0 0
FERRARI N V COM N3167Y103   10,697,000 25,000 SH Put DFND 1,2 25,000 0 0
FOSSIL GROUP INC COM 34988V106   115,714 100,621 SH   DFND 1,2 100,621 0 0
FUNKO INC COM CL A 361008105   32,295,042 4,707,732 SH   DFND 1,2 4,707,732 0 0
FUNKO INC COM CL A 361008105   3,405,000 500,000 SH Call DFND 1,2 500,000 0 0
GENESCO INC COM 371532102   23,307,356 1,097,850 SH   DFND 1,2 1,097,850 0 0
INDIVIOR PLC ORD G4766E116   4,073,494 427,439 SH   DFND 1,2 427,439 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   422,028,000 900,000 SH Put DFND 1,2 900,000 0 0
ISHARES TR S&P 100 ETF 464287101   249,400,000 1,250,000 SH Put DFND 1,2 1,250,000 0 0
J JILL INC COM 46620W201   14,890,902 762,463 SH   DFND 1,2 762,463 0 0
KROGER CO COM 501044101   67,690 1,000 SH   DFND 1,2 1,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   109,624 200 SH   DFND 1,2 200 0 0
MCDONALDS CORP COM 580135101   31,237 100 SH   DFND 1,2 100 0 0
MONGODB INC CL A 60937P106   6,226,700 35,500 SH   DFND 1,2 35,500 0 0
NATIONAL VISION HLDGS INC COM 63845R107   35,257,809 2,758,827 SH   DFND 1,2 2,758,827 0 0
NATIONAL VISION HLDGS INC COM 63845R107   21,726,000 1,700,000 SH Call DFND 1,2 1,700,000 0 0
NETGEAR INC COM 64111Q104   978,400 40,000 SH   DFND 1,2 40,000 0 0
PAR TECHNOLOGY CORP COM 698884103   12,696,460 206,985 SH   DFND 1,2 206,985 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   3,160,000 500,000 SH Call DFND 1,2 500,000 0 0
RH COM 74967X103   16,479,023 70,300 SH   DFND 1,2 70,300 0 0
RH COM 74967X103   23,441,000 100,000 SH Call DFND 1,2 100,000 0 0
SHAKE SHACK INC CL A 819047101   52,902 600 SH   DFND 1,2 600 0 0
SIGNET JEWELERS LIMITED SHS G81276100   8,709,000 150,000 SH Call DFND 1,2 150,000 0 0
SOLVENTUM CORP COM SHS 83444M101   7,325,618 96,339 SH   DFND 1,2 96,339 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   89,820 1,500 SH   DFND 1,2 1,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   447,328,000 800,000 SH Put DFND 1,2 800,000 0 0
SPDR SER TR NYSE TECH ETF 78464A102   310,905,000 4,500,000 SH Put DFND 1,2 4,500,000 0 0
STARBUCKS CORP COM 855244109   39,236 400 SH   DFND 1,2 400 0 0
STITCH FIX INC COM CL A 860897107   19,106,490 5,878,920 SH   DFND 1,2 5,878,920 0 0
STITCH FIX INC COM CL A 860897107   3,250,000 1,000,000 SH Call DFND 1,2 1,000,000 0 0
TAPESTRY INC COM 876030107   35,205 500 SH   DFND 1,2 500 0 0
TILE SHOP HLDGS INC COM 88677Q109   82,377,395 12,712,561 SH   DFND 1,2 12,712,561 0 0
TILLYS INC CL A 886885102   17,984,734 8,174,879 SH   DFND 1,2 8,174,879 0 0
TORRID HLDGS INC COM 89142B107   50,867,475 9,282,386 SH   DFND 1,2 9,282,386 0 0
UBER TECHNOLOGIES INC COM 90353T100   109,290 1,500 SH   DFND 1,2 1,500 0 0
ULTA BEAUTY INC COM 90384S303   73,308 200 SH   DFND 1,2 200 0 0
VERA BRADLEY INC COM 92335C106   6,262,099 2,783,155 SH   DFND 1,2 2,783,155 0 0
VESTIS CORPORATION COM SHS 29430C102   990,000 100,000 SH   DFND 1,2 100,000 0 0
VESTIS CORPORATION COM SHS 29430C102   297,000 30,000 SH Call DFND 1,2 30,000 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   13,128,349 706,585 SH   DFND 1,2 706,585 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102   21,367,000 1,150,000 SH Call DFND 1,2 1,150,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   39,750 1,000 SH   DFND 1,2 1,000 0 0
WENDYS CO COM 95058W100   3,145,450 215,000 SH   DFND 1,2 215,000 0 0
WENDYS CO COM 95058W100   36,575,000 2,500,000 SH Call DFND 1,2 2,500,000 0 0
ZUMIEZ INC COM 989817101   19,695,390 1,322,726 SH   DFND 1,2 1,322,726 0 0