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 3,030 2,900 SH   DFND 1 2,900 0 0
ALPHABET INC CAP STK CL C 02079K107 2,382 2,300 SH   DFND 1 2,300 0 0
ARAMARK COM 03852U106 3,187 110,000 SH   DFND 1 110,000 0 0
COTT CORP QUE COM 22163N106 3,903 280,000 SH   DFND 1 280,000 0 0
E L F BEAUTY INC COM 26856L103 35,939 4,150,000 SH   DFND 1 4,150,000 0 0
E L F BEAUTY INC COM 26856L103 1,155 133,400 SH Put DFND 1 133,400 0 0
EBAY INC COM 278642103 7,158 255,000 SH   DFND 1 255,000 0 0
FACEBOOK INC CL A 30303M102 14,748 112,500 SH   DFND 1 112,500 0 0
GILDAN ACTIVEWEAR INC COM 375916103 4,402 145,000 SH   DFND 1 145,000 0 0
GRUBHUB INC COM 400110102 10,753 140,000 SH   DFND 1 140,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 29,641 790,000 SH   DFND 1 790,000 0 0
INTERXION HOLDING N.V SHS N47279109 2,979 55,000 SH   DFND 1 55,000 0 0
J ALEXANDERS HLDGS INC COM 46609J106 6,584 800,000 SH   DFND 1 800,000 0 0
MACERICH CO COM 554382101 12,010 277,500 SH   DFND 1 277,500 0 0
PAYPAL HLDGS INC COM 70450Y103 19,130 227,500 SH   DFND 1 227,500 0 0
SHUTTERFLY INC COM 82568P304 4,429 110,000 SH   DFND 1 110,000 0 0
US FOODS HLDG CORP COM 912008109 46,274 1,462,500 SH   DFND 1 1,462,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 5,604 75,000 SH   DFND 1 75,000 0 0