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
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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 3,075 2,300 SH   DFND 1 2,300 0 0
ALPHABET INC CAP STK CL A 02079K305 3,081 2,300 SH   DFND 1 2,300 0 0
E L F BEAUTY INC COM 26856L103 62,947 3,902,500 SH   DFND 1 3,902,500 0 0
E L F BEAUTY INC COM 26856L103 3,226 200,000 SH Put DFND 1 200,000 0 0
FACEBOOK INC CL A 30303M102 23,091 112,500 SH   DFND 1 112,500 0 0
GRUBHUB INC COM 400110102 43,898 902,500 SH   DFND 1 902,500 0 0
HD SUPPLY HLDGS INC COM 40416M105 31,573 785,000 SH   DFND 1 785,000 0 0
J ALEXANDERS HLDGS INC COM 46609J106 5,162 540,000 SH   DFND 1 540,000 0 0
PAYPAL HLDGS INC COM 70450Y103 18,173 168,000 SH   DFND 1 168,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,487 50,000 SH   DFND 1 50,000 0 0
US FOODS HLDG CORP COM 912008109 16,547 395,000 SH   DFND 1 395,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 8,757 135,000 SH   DFND 1 135,000 0 0