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 FOWERS COM INC CL A 68243Q106   20,115,997 1,866,048 SH   DFND 1,2 1,866,048 0 0
1 800 FOWERS COM INC CL A 68243Q106   5,390,000 500,000 SH Call DFND 1,2 500,000 0 0
ALIBABA GROUP HLDG LTS SPONSORED ADS 01609W102   9,743,007 125,700 SH   DFND 1,2 125,700 0 0
AMAZON COM INC COM 023135106   7,597,000 50,000 SH   DFND 1,2 50,000 0 0
ANGIODYNAMICS INC COM 03475V101   3,895,625 496,891 SH   DFND 1,2 496,891 0 0
ANTERO RESOURCES CORP COM 03674X106   925,344 40,800 SH   DFND 1,2 40,800 0 0
ARHAUS INC COM CL A 04035M102   6,812,281 574,876 SH   DFND 1,2 574,876 0 0
BEYOND INC COM 690370101   2,369,516 85,573 SH   DFND 1,2 85,573 0 0
BJS RESTAURANTS INC COM 09180C106   51,113,674 1,419,430 SH   DFND 1,2 1,419,430 0 0
BJS RESTAURANTS INC COM 09180C106   32,409,000 900,000 SH Call DFND 1,2 900,000 0 0
BORR DRILLING LTD SHS G1466R173   1,000,960 136,000 SH   DFND 1,2 136,000 0 0
CITI TRENDS INC COM 17306X102   37,593,792 1,329,342 SH   DFND 1,2 1,329,342 0 0
DESTINATION XL GROUP INC COM 25065K104   23,052,392 5,239,180 SH   DFND 1,2 5,239,180 0 0
DIVERSIFIED ENERGY COMPANY PLC SHS NEW G2891G204   56,250 3,750 SH   DFND 1,2 3,750 0 0
EL POLLO LOCO HLDGS INC COM 268603107   7,746,059 878,238 SH   DFND 1,2 878,238 0 0
FOSSIL GROUP INC COM 34988V106   229,154 156,955 SH   DFND 1,2 156,955 0 0
FUNKO INC COM CL A 361008105   11,514,971 1,489,647 SH   DFND 1,2 1,489,647 0 0
FUNKO INC COM CL A 361008105   7,730,000 1,000,000 SH Call DFND 1,2 1,000,000 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   668,000 200,000 SH   DFND 1,2 200,000 0 0
HERBALIFE LTD COM SHS G4412G101   16,373,599 1,072,975 SH   DFND 1,2 1,072,975 0 0
HERBALIFE LTD COM SHS G4412G101   53,486,300 3,505,000 SH Call DFND 1,2 3,505,000 0 0
HIBBETT INC COM 428567101   43,580,958 605,123 SH   DFND 1,2 605,123 0 0
HIBBETT INC COM 428567101   28,808,000 400,000 SH Call DFND 1,2 400,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105   5,403,808 134,490 SH   DFND 1,2 134,490 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   163,808,000 400,000 SH Put DFND 1,2 400,000 0 0
ISHARES TRUST RUSSELL 2000 ETF 464287655   60,213,000 300,000 SH Put DFND 1,2 300,000 0 0
J JILL INC COM 46620W201   9,183,274 356,217 SH   DFND 1,2 356,217 0 0
JD.COM INC SPON ADR CL A 47215P106   1,155,600 40,000 SH   DFND 1,2 40,000 0 0
JOINT CORP COM 47973J102   435,391 45,306 SH   DFND 1,2 45,306 0 0
LENDINGTREE INC NEW COM 52603B107   1,031,335 34,015 SH   DFND 1,2 34,015 0 0
MACYS INC COM 55616P104   10,008,131 497,422 SH   DFND 1,2 497,422 0 0
OCCIDENTAL PETE CORP COM 674599105   7,165,200 120,000 SH   DFND 1,2 120,000 0 0
PERRIGO CO PLC SHS G97822103   2,743,345 85,250 SH   DFND 1,2 85,250 0 0
PETIQ INC COM CL A 71639T106   2,915,989 147,645 SH   DFND 1,2 147,645 0 0
PURPLE INNOVATION INC COM 74640Y106   643,365 624,626 SH   DFND 1,2 624,626 0 0
RED ROBIN GOURMET BURGERS INC COM 75689M101   3,796,230 304,429 SH   DFND 1,2 304,429 0 0
SHARKNINJA INC COM SHS G8068L108   37,426,966 731,424 SH   DFND 1,2 731,424 0 0
SHARKNINJA INC COM SHS G8068L108   21,491,400 420,000 SH Call DFND 1,2 420,000 0 0
SMITH AND WESSON BRANDS INC COM 831754106   4,789,623 353,217 SH   DFND 1,2 353,217 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106   374,693 87,956 SH   DFND 1,2 87,956 0 0
STITCH FIX INC COM CL A 860897107   731,707 204,960 SH   DFND 1,2 204,960 0 0
TAPESTRY INC COM 876030107   13,222,152 359,200 SH   DFND 1,2 359,200 0 0
TAPESTRY INC COM 876030107   20,245,500 550,000 SH Call DFND 1,2 550,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105   452,000 100,000 SH   DFND 1,2 100,000 0 0
THE ONE GROUP HOSPITALITY INC COM 88338K103   252,823 41,311 SH   DFND 1,2 41,311 0 0
TILE SHOP HLDGS INC COM 88677Q109   37,539,283 5,100,446 SH   DFND 1,2 5,100,446 0 0
TILLYS INC CL A 886885102   49,949,507 6,624,603 SH   DFND 1,2 6,624,603 0 0
TORRID HLDGS INC COM 89142B107   1,157,699 200,641 SH   DFND 1,2 200,641 0 0
VERA BRADLEY INC COM 92335C106   13,571,027 1,762,471 SH   DFND 1,2 1,762,471 0 0
VINCE HLDG CORP COM NEW 92719W207   4,300,697 1,242,976 SH   DFND 1,2 1,242,976 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   220,819 17,131 SH   DFND 1,2 17,131 0 0
ZUMIEZ INC COM 989817101   7,325,410 360,148 SH   DFND 1,2 360,148 0 0