The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,566 | 2,300 | SH | DFND | 1 | 2,300 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,275 | 2,900 | SH | DFND | 1 | 2,900 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 4,839 | 147,500 | SH | DFND | 1 | 147,500 | 0 | 0 | |
| E L F BEAUTY INC | COM | 26856L103 | 54,178 | 3,555,000 | SH | DFND | 1 | 3,555,000 | 0 | 0 | |
| E L F BEAUTY INC | PUT | 26856L103 | 2,033 | 133,400 | SH | Put | DFND | 1 | 133,400 | 0 | 0 |
| EBAY INC | COM | 278642103 | 12,419 | 342,500 | SH | DFND | 1 | 342,500 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 16,517 | 85,000 | SH | DFND | 1 | 85,000 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 14,163 | 135,000 | SH | DFND | 1 | 135,000 | 0 | 0 | |
| HD SUPPLY HLDGS INC | COM | 40416M105 | 37,743 | 880,000 | SH | DFND | 1 | 880,000 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 5,618 | 90,000 | SH | DFND | 1 | 90,000 | 0 | 0 | |
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 9,797 | 878,693 | SH | DFND | 1 | 878,693 | 0 | 0 | |
| MACERICH CO | COM | 554382101 | 16,197 | 285,000 | SH | DFND | 1 | 285,000 | 0 | 0 | |
| O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 7,797 | 28,500 | SH | DFND | 1 | 28,500 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 19,152 | 230,000 | SH | DFND | 1 | 230,000 | 0 | 0 | |
| QURATE RETAIL INC | COM SER A | 74915M100 | 3,183 | 150,000 | SH | DFND | 1 | 150,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 12,604 | 140,000 | SH | DFND | 1 | 140,000 | 0 | 0 | |
| ULTA BEAUTY INC | COM | 90384S303 | 5,486 | 23,500 | SH | DFND | 1 | 23,500 | 0 | 0 | |
| US FOODS HLDG CORP | COM | 912008109 | 53,421 | 1,412,500 | SH | DFND | 1 | 1,412,500 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 5,462 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | |