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 C 02079K107 3,135 2,900 SH   DFND 1 2,900 0 0
ALPHABET INC CAP STK CL A 02079K305 3,140 2,900 SH   DFND 1 2,900 0 0
BOOKING HLDGS INC COM 09857L108 9,561 5,100 SH   DFND 1 5,100 0 0
COTT CORP QUE COM 22163N106 5,240 392,500 SH   DFND 1 392,500 0 0
E L F BEAUTY INC COM 26856L103 2,820 200,000 SH Put DFND 1 200,000 0 0
E L F BEAUTY INC COM 26856L103 62,921 4,462,500 SH   DFND 1 4,462,500 0 0
EVENTBRITE INC COM CL A 29975E109 810 50,000 SH   DFND 1 50,000 0 0
FACEBOOK INC CL A 30303M102 21,713 112,500 SH   DFND 1 112,500 0 0
GILDAN ACTIVEWEAR INC COM 375916103 16,149 417,500 SH   DFND 1 417,500 0 0
GRUBHUB INC COM 400110102 23,397 300,000 SH   DFND 1 300,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 23,665 587,500 SH   DFND 1 587,500 0 0
J ALEXANDERS HLDGS INC COM 46609J106 9,514 847,200 SH   DFND 1 847,200 0 0
MACERICH CO COM 554382101 5,024 150,000 SH   DFND 1 150,000 0 0
PAYPAL HLDGS INC COM 70450Y103 24,323 212,500 SH   DFND 1 212,500 0 0
US FOODS HLDG CORP COM 912008109 25,032 700,000 SH   DFND 1 700,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 5,705 79,000 SH   DFND 1 79,000 0 0