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 | 2,699 | 2,300 | SH | DFND | 1 | 2,300 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,413 | 2,900 | SH | DFND | 1 | 2,900 | 0 | 0 | |
| BOOKING HLDGS INC | COM | 09857L108 | 6,805 | 3,900 | SH | DFND | 1 | 3,900 | 0 | 0 | |
| COTT CORP QUE | COM | 22163N106 | 5,734 | 392,500 | SH | DFND | 1 | 392,500 | 0 | 0 | |
| E L F BEAUTY INC | COM | 26856L103 | 2,120 | 200,000 | SH | Put | DFND | 1 | 200,000 | 0 | 0 |
| E L F BEAUTY INC | COM | 26856L103 | 46,905 | 4,425,000 | SH | DFND | 1 | 4,425,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 5,107 | 137,500 | SH | DFND | 1 | 137,500 | 0 | 0 | |
| EVENTBRITE INC | COM CL A | 29975E109 | 959 | 50,000 | SH | DFND | 1 | 50,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 18,753 | 112,500 | SH | DFND | 1 | 112,500 | 0 | 0 | |
| GILDAN ACTIVEWEAR INC | COM | 375916103 | 13,848 | 385,000 | SH | DFND | 1 | 385,000 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 11,115 | 160,000 | SH | DFND | 1 | 160,000 | 0 | 0 | |
| HD SUPPLY HLDGS INC | COM | 40416M105 | 27,961 | 645,000 | SH | DFND | 1 | 645,000 | 0 | 0 | |
| J ALEXANDERS HLDGS INC | COM | 46609J106 | 9,575 | 975,000 | SH | DFND | 1 | 975,000 | 0 | 0 | |
| KAR AUCTION SVCS INC | COM | 48238T109 | 1,283 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| MACERICH CO | COM | 554382101 | 9,537 | 220,000 | SH | DFND | 1 | 220,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 23,624 | 227,500 | SH | DFND | 1 | 227,500 | 0 | 0 | |
| US FOODS HLDG CORP | COM | 912008109 | 30,110 | 862,500 | SH | DFND | 1 | 862,500 | 0 | 0 | |
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 6,509 | 75,000 | SH | DFND | 1 | 75,000 | 0 | 0 | |