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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 3,501 2,900 SH   DFND 1 2,900 0 0
ALPHABET INC CAP STK CL C 02079K107 2,745 2,300 SH   DFND 1 2,300 0 0
E L F BEAUTY INC COM 26856L103 1,698 133,400 SH Put DFND 1 133,400 0 0
E L F BEAUTY INC COM 26856L103 51,620 4,055,000 SH   DFND 1 4,055,000 0 0
EBAY INC COM 278642103 12,960 392,500 SH   DFND 1 392,500 0 0
FACEBOOK INC CL A 30303M102 14,801 90,000 SH   DFND 1 90,000 0 0
GRUBHUB INC COM 400110102 18,714 135,000 SH   DFND 1 135,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 36,158 845,000 SH   DFND 1 845,000 0 0
INTERXION HOLDING N.V SHS N47279109 4,206 62,500 SH   DFND 1 62,500 0 0
J ALEXANDERS HLDGS INC COM 46609J106 9,669 812,500 SH   DFND 1 812,500 0 0
MACERICH CO COM 554382101 15,343 277,500 SH   DFND 1 277,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 4,515 13,000 SH   DFND 1 13,000 0 0
PAYPAL HLDGS INC COM 70450Y103 19,984 227,500 SH   DFND 1 227,500 0 0
SHUTTERFLY INC COM 82568P304 9,060 137,500 SH   DFND 1 137,500 0 0
US FOODS HLDG CORP COM 912008109 45,768 1,485,000 SH   DFND 1 1,485,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 7,255 75,000 SH   DFND 1 75,000 0 0