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   4,865 90 SH   DFND 1,2 90 0 0
ACM RESH INC COM CL A 00108J109   1,072,128 81,967 SH   DFND 1,2 81,967 0 0
A K A BRANDS HLDG CORP COM 00152K101   170,019 395,393 SH   DFND 1,2 395,393 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   833,500 10,000 SH   DFND 1,2 10,000 0 0
ALLBIRDS INC COM CL A 01675A109   38,178 30,300 SH   DFND 1,2 30,300 0 0
ALPHABET INC CAP STK CL C 02079K107   1,209,700 10,000 SH   DFND 1,2 10,000 0 0
ALTERYX INC COM CL A 02156B103   1,362,000 30,000 SH   DFND 1,2 30,000 0 0
AMAZON COM INC COM 023135106   14,339,600 110,000 SH   DFND 1,2 110,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   1,062,000 90,000 SH   DFND 1,2 90,000 0 0
ARDAGH METAL PACKAGING S A SHS L02235106   680,560 181,000 SH   DFND 1,2 181,000 0 0
ARHAUS INC COM CL A 04035M102   2,929,026 280,827 SH   DFND 1,2 280,827 0 0
BASSETT FURNITURE INDS INC COM 070203104   73,621 4,895 SH   DFND 1,2 4,895 0 0
BORR DRILLING LTD SHS G1466R173   1,024,080 136,000 SH   DFND 1,2 136,000 0 0
BUCKLE INC COM 118440106   72,660 2,100 SH   DFND 1,2 2,100 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   2,250,303 62,700 SH   DFND 1,2 62,700 0 0
CARDLYTICS INC COM 14161W105   433,571 68,603 SH   DFND 1,2 68,603 0 0
CARVANA CO CL A 146869102   1,794,234 69,222 SH   DFND 1,2 69,222 0 0
CHILDRENS PL INC NEW COM 168905107   12,855,508 553,878 SH   DFND 1,2 553,878 0 0
CITI TRENDS INC COM 17306X102   5,679,915 321,626 SH   DFND 1,2 321,626 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   1,232,957 88,384 SH   DFND 1,2 88,384 0 0
DESIGNER BRANDS INC CL A 250565108   1,533,645 151,846 SH   DFND 1,2 151,846 0 0
DESTINATION XL GROUP INC COM 25065K104   9,361,832 1,910,578 SH   DFND 1,2 1,910,578 0 0
EVERBRIDGE INC COM 29978A104   672,500 25,000 SH   DFND 1,2 25,000 0 0
EZCORP INC CL A NON VTG 302301106   999,516 119,274 SH   DFND 1,2 119,274 0 0
FARFETCH LTD ORD SH CL A 30744W107   1,063,475 176,072 SH   DFND 1,2 176,072 0 0
FIVERR INTL LTD ORD SHS M4R82T106   520,200 20,000 SH   DFND 1,2 20,000 0 0
FOOT LOCKER INC COM 344849104   2,574,718 94,973 SH   DFND 1,2 94,973 0 0
FOSSIL GROUP INC COM 34988V106   258,596 100,621 SH   DFND 1,2 100,621 0 0
G III APPAREL GROUP LTD COM 36237H101   50,988 2,646 SH   DFND 1,2 2,646 0 0
GOLDEN ENTMT INC COM 381013101   7,214,805 172,603 SH   DFND 1,2 172,603 0 0
GROUPON INC COM NEW 399473206   317,367 53,700 SH   DFND 1,2 53,700 0 0
HERBALIFE LTD COM SHS G4412G101   11,523,553 870,359 SH   DFND 1,2 870,359 0 0
HERBALIFE LTD COM SHS G4412G101   10,592,000 800,000 SH Call DFND 1,2 800,000 0 0
HIBBETT INC COM 428567101   489,734 13,495 SH   DFND 1,2 13,495 0 0
J JILL INC COM 46620W201   23,746,583 1,108,100 SH   DFND 1,2 1,108,100 0 0
MACYS INC COM 55616P104   882,750 55,000 SH   DFND 1,2 55,000 0 0
NORDSTROM INC COM 655664100   1,330,550 65,000 SH   DFND 1,2 65,000 0 0
OCCIDENTAL PETE CORP COM 674599105   2,940,000 50,000 SH   DFND 1,2 50,000 0 0
1 800 FLOWERS COM INC CL A 68243Q106   5,804,074 744,112 SH   DFND 1,2 744,112 0 0
ONEWATER MARINE INC CL A COM 68280L101   1,047,372 28,901 SH   DFND 1,2 28,901 0 0
PFSWEB INC COM NEW 717098206   18,320 4,053 SH   DFND 1,2 4,053 0 0
PINTEREST INC CL A 72352L106   2,206,338 80,700 SH   DFND 1,2 80,700 0 0
PLAYA HOTELS & RESORTS N V SHS N70544106   1,688,659 207,452 SH   DFND 1,2 207,452 0 0
PLBY GROUP INC COM 72814P109   1,444,911 860,066 SH   DFND 1,2 860,066 0 0
PURPLE INNOVATION INC COM 74640Y106   897,384 322,800 SH   DFND 1,2 322,800 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101   293,777 21,242 SH   DFND 1,2 21,242 0 0
SAVERS VALUE VLG INC COM 80517M109   237,000 10,000 SH   DFND 1,2 10,000 0 0
SHOE CARNIVAL INC COM 824889109   1,534,441 65,351 SH   DFND 1,2 65,351 0 0
SIGNET JEWELERS LIMITED SHS G81276100   2,199,262 33,700 SH   DFND 1,2 33,700 0 0
SMITH & WESSON BRANDS INC COM 831754106   2,717,745 208,416 SH   DFND 1,2 208,416 0 0
SNAP INC CL A 83304A106   1,657,600 140,000 SH   DFND 1,2 140,000 0 0
SONOS INC COM 83570H108   1,185,444 72,593 SH   DFND 1,2 72,593 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   3,208,711 117,149 SH   DFND 1,2 117,149 0 0
THE ONE GROUP HOSPITALITY IN COM 88338K103   107,787 14,725 SH   DFND 1,2 14,725 0 0
THE REALREAL INC COM 88339P101   3,832,517 1,726,359 SH   DFND 1,2 1,726,359 0 0
TILE SHOP HLDGS INC COM 88677Q109   23,660,952 4,270,930 SH   DFND 1,2 4,270,930 0 0
TILLYS INC CL A 886885102   44,579,976 6,359,483 SH   DFND 1,2 6,359,483 0 0
TORRID HLDGS INC COM 89142B107   142,759 50,804 SH   DFND 1,2 50,804 0 0
TURTLE BEACH CORP COM NEW 900450206   195,534 16,784 SH   DFND 1,2 16,784 0 0
V F CORP COM 918204108   47,725 2,500 SH   DFND 1,2 2,500 0 0
VERA BRADLEY INC COM 92335C106   8,235,464 1,288,805 SH   DFND 1,2 1,288,805 0 0
VINCE HLDG CORP COM NEW 92719W207   3,598,145 1,236,476 SH   DFND 1,2 1,236,476 0 0
WAYFAIR INC CL A 94419L101   1,046,011 16,090 SH   DFND 1,2 16,090 0 0
WOLVERINE WORLD WIDE INC COM 978097103   3,812,599 259,537 SH   DFND 1,2 259,537 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   678,800 10,000 SH   DFND 1,2 10,000 0 0
ZUMIEZ INC COM 989817101   1,504,515 90,307 SH   DFND 1,2 90,307 0 0