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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,413,900 30,000 SH   DFND 1,2 30,000 0 0
ADVANCE AUTO PARTS INCC COM 00751Y106   12,999,251 208,924 SH   DFND 1,2 208,924 0 0
AMAZON COM INC COM 023135106   11,917,000 50,000 SH   DFND 1,2 50,000 0 0
AMC ENTMT HLDGS INC CL A NEW 00165C302   4,192,010 2,206,321 SH   DFND 1,2 2,206,321 0 0
APPLOVIN CORP COM CL A 03831W108   21,253,238 41,250 SH   DFND 1,2 41,250 0 0
APPLOVIN CORP COM CL A 03831W108   25,761,500 500,000 SH Call DFND 1,2 500,000 0 0
BAIDU INC SPON ADR REP A 056752108   1,142,900 10,000 SH   DFND 1,2 10,000 0 0
BATH & BODY WORKS INC COM 070830104   1,720,965 74,404 SH   DFND 1,2 74,404 0 0
BLACKLINE INC COM 09239B109   3,508,750 125,000 SH   DFND 1,2 125,000 0 0
BLACKSTONE DIGITAL INFRASTRU COMMON STOCK 09264B107   2,730,788 126,250 SH   DFND 1,2 126,250 0 0
BOOST RUN INC ORD SHS CL A 09940T100   1,005,101 25,898 SH   DFND 1,2 25,898 0 0
CARVANA CO CL A 146869102   3,126,450 47,500 SH   DFND 1,2 47,500 0 0
CELSIUS HLDGS INC COM NEW 15118V207   17,758,554 606,508 SH   DFND 1,2 606,508 0 0
CITI TRENDS INC COM 17306X102   105,470,430 1,823,486 SH   DFND 1,2 1,823,486 0 0
COMPASS INC CL A 20464U100   2,837,133 230,100 SH   DFND 1,2 230,100 0 0
COUPANG INC CL A 22266T109   1,663,646 95,777 SH   DFND 1,2 95,777 0 0
DESTINATION XL GROUP INC COM 25065K104   3,858,035 5,758,261 SH   DFND 1,2 5,758,261 0 0
ELDORADO GOLD CORP NEW COM 284902509   2,577,361 82,900 SH   DFND 1,2 82,900 0 0
FIVE BELOW INC COM 33829M101   13,056,530 72,621 SH   DFND 1,2 72,621 0 0
FOSSIL GROUP INC COM 34988V106   2,223,105 536,982 SH   DFND 1,2 536,982 0 0
FUNKO INC COM CL A 361008105   31,073,166 5,284,552 SH   DFND 1,2 5,284,552 0 0
GENESCO INC COM 371532102   20,598,451 609,963 SH   DFND 1,2 609,963 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   27,270,400 2,732,505 SH   DFND 1,2 2,732,505 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   8,483,000 8,500,000 SH Call DFND 1,2 8,500,000 0 0
HCA HEALTHCARE INC COM 40412C101   974,725 2,500 SH   DFND 1,2 2,500 0 0
J JILL INC COM 46620W201   21,090,421 1,328,949 SH   DFND 1,2 1,328,949 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101   1,047,200 40,000 SH   DFND 1,2 40,000 0 0
JUMIA TECHNOLOGIES AG SPONSORED ADS 48138M105   65,299,758 9,262,377 SH   DFND 1,2 9,262,377 0 0
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   3,317,958 133,627 SH   DFND 1,2 133,627 0 0
NATIONAL VISION HLDGS INC COM 63845R107   4,862,682 255,796 SH   DFND 1,2 255,796 0 0
NVIDIA CORPORATION COM 67066G104   12,005,400 60,000 SH   DFND 1,2 60,000 0 0
1 800 FLOWERS COM INC CL A 68243Q106   12,365,240 3,553,230 SH   DFND 1,2 3,553,230 0 0
PROPETRO HLDG CORP COM 74347M108   25,724,268 1,793,882 SH   DFND 1,2 1,793,882 0 0
REDDIT INC CL A 75734B100   14,519,967 83,650 SH   DFND 1,2 83,650 0 0
ROCKET COS INC COM CL A 77311W101   838,467 53,236 SH   DFND 1,2 53,236 0 0
SEA LTD SPONSORD ADS 81141R100   7,187,250 75,000 SH   DFND 1,2 75,000 0 0
SHAKE SHACK INC CL A 819047101   840,300 15,000 SH   DFND 1,2 15,000 0 0
SIRIUSXM HOLDINGS INC COMMON STOCK 829933100   10,314,570 349,173 SH   DFND 1,2 349,173 0 0
THE REALREAL INC COM 88339P101   1,681,466 142,618 SH   DFND 1,2 142,618 0 0
TILLYS INC CL A 886885102   33,844,726 8,058,268 SH   DFND 1,2 8,058,268 0 0
TORRID HLDGS INC COM 89142B107   18,414,784 9,847,478 SH   DFND 1,2 9,847,478 0 0
TTM TECHNOLOIES INC COM 87305R109   13,639,930 72,933 SH   DFND 1,2 72,933 0 0
UNDER ARMOUR INC CL C 904311206   1,254,027 201,612 SH   DFND 1,2 201,612 0 0
VERA BRADLEY INC COM 92335C106   400,277 102,899 SH   DFND 1,2 102,899 0 0
VISTRA CORP COM 92840M102   6,535,556 41,200 SH   DFND 1,2 41,200 0 0
WW INTL INC COM NEW 98262P200   6,751,023 422,467 SH   DFND 1,2 422,467 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   12,511,831 1,808,068 SH   DFND 1,2 1,808,068 0 0