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
ADDUS HOMECARE CORP COM 006739106   1,530,147 16,339 SH   DFND 1,2 16,339 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,018,335 34,500 SH   DFND 1,2 34,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   516,825 4,500 SH   DFND 1,2 4,500 0 0
AMAZON COM INC COM 023135106   30,583,616 146,846 SH   DFND 1,2 146,846 0 0
AMERICOLD REALTY TRUST INC COM 03064D108   4,125,600 360,000 SH   DFND 1,2 360,000 0 0
APPLOVIN CORP COM CL A 03831W108   19,886,468 49,966 SH   DFND 1,2 49,966 0 0
ARRIVENT BIOPHARMA INC COM 04272N102   11,534,769 499,990 SH   DFND 1,2 499,990 0 0
BAIDU INC SPON ADR REP A 056752108   1,114,200 10,000 SH   DFND 1,2 10,000 0 0
BATH & BODY WORKS INC COM 070830104   23,714,242 1,270,179 SH   DFND 1,2 1,270,179 0 0
BIOHAVEN LTD COM G1110E107   761,400 90,000 SH   DFND 1,2 90,000 0 0
BJS RESTAURANTS INC COM 09180C106   10,154,711 289,308 SH   DFND 1,2 289,308 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   2,001,984 113,620 SH   DFND 1,2 113,620 0 0
CELSIUS HLDGS INC COM NEW 15118V207   17,740,000 500,000 SH Call DFND 1,2 500,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207   55,766,187 1,571,764 SH   DFND 1,2 1,571,764 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   2,080,650 65,000 SH   DFND 1,2 65,000 0 0
CITI TRENDS INC COM 17306X102   111,483,414 2,573,486 SH   DFND 1,2 2,573,486 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   904,467 60,459 SH   DFND 1,2 60,459 0 0
COUPANG INC CL A 22266T109   31,534,622 1,670,266 SH   DFND 1,2 1,670,266 0 0
CROCS INC COM 227046109   6,226,500 75,000 SH   DFND 1,2 75,000 0 0
CVS HEALTH CORP COM 126650100   1,634,551 22,759 SH   DFND 1,2 22,759 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   4,150,359 383,228 SH   DFND 1,2 383,228 0 0
DAVE INC CLASS A COM NEW 23834J201   5,259,955 30,214 SH   DFND 1,2 30,214 0 0
DAVITA INC COM 23918K108   8,338,605 54,256 SH   DFND 1,2 54,256 0 0
DESTINATION XL GROUP INC COM 25065K104   2,936,713 5,758,261 SH   DFND 1,2 5,758,261 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   2,074,353 95,946 SH   DFND 1,2 95,946 0 0
DUOS TECHNOLOGIES GROUP INC COM 266042407   514,500 75,000 SH   DFND 1,2 75,000 0 0
EL POLLO LOCO HLDGS INC COM 268603107   5,645,746 407,341 SH   DFND 1,2 407,341 0 0
ENVIRI CORP COM 415864107   29,506,518 1,503,900 SH   DFND 1,2 1,503,900 0 0
ETHAN ALLEN INTERIORS INC COM 297602104   5,672,694 254,838 SH   DFND 1,2 254,838 0 0
FIGURE TECHNNOLOGY SOLUTIONS INC COM CL A 349381103   1,260,665 37,133 SH   DFND 1,2 37,133 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   409,111 43,430 SH   DFND 1,2 43,430 0 0
FREEPORT MCMORAN INC CL B 35671D857   440,850 7,500 SH   DFND 1,2 7,500 0 0
FUNKO INC COM CL A 361008105   16,902,264 5,365,798 SH   DFND 1,2 5,365,798 0 0
GENESCO INC COM 371532102   12,329,737 425,310 SH   DFND 1,2 425,310 0 0
GOLAR LNG LTD SHS G9456A100   12,786,301 236,302 SH   DFND 1,2 236,302 0 0
ICON PLC SHS G4705A100   2,160,858 19,527 SH   DFND 1,2 19,527 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   7,503,340 13,000 SH Put DFND 1,2 13,000 0 0
J JILL INC COM 46620W201   7,738,984 675,304 SH   DFND 1,2 675,304 0 0
JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105   85,042,500 12,325,000 SH   DFND 1,2 12,325,000 0 0
MICRON TECHNOLOGY INC COM 595112103   1,689,200 5,000 SH   DFND 1,2 5,000 0 0
MOSAIC CO COM 61945C103   51,510,000 2,020,000 SH Call DFND 1,2 2,020,000 0 0
NVIDIA CORPORATION COM 67066G104   4,011,200 23,000 SH   DFND 1,2 23,000 0 0
1 800 FLOWERS COM INC CL A 68243Q106   16,292,688 5,359,437 SH   DFND 1,2 5,359,437 0 0
PROPETRO HLDG CORP COM 74347M108   938,754 65,146 SH   DFND 1,2 65,146 0 0
REDDIT INC CL A 75734B100   26,930,000 200,000 SH Call DFND 1,2 200,000 0 0
REDDIT INC CL A 75734B100   44,084,410 327,400 SH   DFND 1,2 327,400 0 0
ROSS STORES INC COM 778296103   6,282,270 29,000 SH   DFND 1,2 29,000 0 0
S&P GLOBAL INC COM 78409V104   2,126,700 5,000 SH   DFND 1,2 5,000 0 0
SEA LTD SPONSORED ADS 81141R100   14,581,019 176,078 SH   DFND 1,2 176,078 0 0
SUPERGROUP SGHC LIMITED ORD SHS G8588X103   1,242,000 115,000 SH   DFND 1,2 115,000 0 0
SKILLZ INC COM CL A 83067L208   2,590 1,000 SH   DFND 1,2 1,000 0 0
SNAP INC CL A 83304A106   230,000 50,000 SH   DFND 1,2 50,000 0 0
MADDEN STEVEN LTD COM 556269108   15,593,601 459,717 SH   DFND 1,2 459,717 0 0
STITCH FIX INC COM CL A 860897107   6,520,700 1,970,000 SH   DFND 1,2 1,970,000 0 0
TALEN ENERGY CORP COM 87422Q109   11,173,050 35,000 SH   DFND 1,2 35,000 0 0
TILLYS INC CL A 886885102   32,635,985 8,058,268 SH   DFND 1,2 8,058,268 0 0
TORRID HLDGS INC COM 89142B107   17,315,920 9,728,045 SH   DFND 1,2 9,728,045 0 0
TRANSDIGM GROUP INC COM 893641100   927,168 800 SH   DFND 1,2 800 0 0
UNITED AIRLS HLDGS INC COM 910047109   460,350 5,000 SH   DFND 1,2 5,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   882,123 3,260 SH   DFND 1,2 3,260 0 0
UNITY SOFTWARE INC COM 91332U101   2,244,594 102,306 SH   DFND 1,2 102,306 0 0
VERA BRADLEY INC COM 92335C106   2,512,200 795,000 SH   DFND 1,2 795,000 0 0
V F CORP COM 918204108   48,481,594 2,853,537 SH   DFND 1,2 2,853,537 0 0
WAYSTAR HLDG CORP COM 946784105   842,500 3,260 SH   DFND 1,2 3,260 0 0
WOLFSPEED INC COMMON STOCK 97785W106   816,000 50,000 SH   DFND 1,2 50,000 0 0
WW INTL INC COM NEW 98262P200   10,712,102 779,629 SH   DFND 1,2 779,629 0 0