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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
A K A BRANDS HLDG CORP COM 00152K101   502,149 395,393 SH   DFND 1,2 395,393 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   6,471 312 SH   DFND 1,2 312 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,202,250 25,000 SH   DFND 1,2 25,000 0 0
ALLBIRDS INC COM CL A 01675A109   73,326 30,300 SH   DFND 1,2 30,300 0 0
ALPHABET INC CAP STK CL C 02079K107   1,330,950 15,000 SH   DFND 1,2 15,000 0 0
AMAZON COM INC COM 023135106   4,200,000 50,000 SH   DFND 1,2 50,000 0 0
ARHAUS INC COM CL A 04035M102   21,099,244 2,164,025 SH   DFND 1,2 2,164,025 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   10,811,500 35,000 SH   DFND 1,2 35,000 0 0
BOOT BARN HLDGS INC COM 099406100   2,000,140 31,992 SH   DFND 1,2 31,992 0 0
CARDLYTICS INC COM 14161W105   144,500 25,000 SH   DFND 1,2 25,000 0 0
CARVANA CO CL A 146869102   142,200 30,000 SH   DFND 1,2 30,000 0 0
CONTROLADORA VUELA COMP DE A SPON SDR RP 10 21240E105   398,103 47,620 SH   DFND 1,2 47,620 0 0
COTY INC COM CL A 222070203   6,512,551 760,812 SH   DFND 1,2 760,812 0 0
DATADOG INC CL A COM 23804L103   551,250 7,500 SH   DFND 1,2 7,500 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   7,220,723 203,745 SH   DFND 1,2 203,745 0 0
DESTINATION XL GROUP INC COM 25065K104   11,555,251 1,711,889 SH   DFND 1,2 1,711,889 0 0
DILLARDS INC CL A 254067101   3,488,621 10,794 SH   DFND 1,2 10,794 0 0
EVERBRIDGE INC COM 29978A104   739,500 25,000 SH   DFND 1,2 25,000 0 0
FARFETCH LTD ORD SH CL A 30744W107   212,850 45,000 SH   DFND 1,2 45,000 0 0
FOOT LOCKER INC COM 344849104   3,213,737 85,042 SH   DFND 1,2 85,042 0 0
FOSSIL GROUP INC COM 34988V106   1,231,027 285,621 SH   DFND 1,2 285,621 0 0
G III APPAREL GROUP LTD COM 36237H101   1,512,830 110,345 SH   DFND 1,2 110,345 0 0
GOLDEN ENTMT INC COM 381013101   6,261,882 167,430 SH   DFND 1,2 167,430 0 0
GRIFFON CORP COM 398433102   1,318,539 36,841 SH   DFND 1,2 36,841 0 0
HAVERTY FURNITURE COS INC COM 419596101   2,174,418 72,723 SH   DFND 1,2 72,723 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101   892,800 60,000 SH   DFND 1,2 60,000 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   461,700 30,000 SH   DFND 1,2 30,000 0 0
HIBBETT INC COM 428567101   2,577,079 37,776 SH   DFND 1,2 37,776 0 0
J JILL INC COM 46620W201   13,045,916 526,045 SH   DFND 1,2 526,045 0 0
LIGHT & WONDER INC COM 80874P109   825,381 14,085 SH   DFND 1,2 14,085 0 0
MACYS INC COM 55616P104   1,652,000 80,000 SH   DFND 1,2 80,000 0 0
MADISON SQUARE GRDN ENTERNM CL A 55826T102   224,850 5,000 SH   DFND 1,2 5,000 0 0
META PLATFORMS INC CL A 30303M102   1,805,100 15,000 SH   DFND 1,2 15,000 0 0
NEWS CORP NEW CL A 65249B109   1,163,380 63,922 SH   DFND 1,2 63,922 0 0
ON24 INC COM 68339B104   139,064 16,114 SH   DFND 1,2 16,114 0 0
PINTEREST INC CL A 72352L106   6,500,023 267,711 SH   DFND 1,2 267,711 0 0
PLAYA HOTELS & RESORTS N V SHS N70544106   16,912,798 2,590,015 SH   DFND 1,2 2,590,015 0 0
PLAYA HOTELS & RESORTS N V SHS N70544106   228,550 35,000 SH Call DFND 1,2 35,000 0 0
SALESFORCE INC COM 79466L302   1,325,900 10,000 SH   DFND 1,2 10,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   2,378,312 102,293 SH   DFND 1,2 102,293 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,736,450 15,000 SH   DFND 1,2 15,000 0 0
ST JOE CO COM 790148100   579,750 15,000 SH   DFND 1,2 15,000 0 0
TILE SHOP HLDGS INC COM 88677Q109   14,835,892 3,387,190 SH   DFND 1,2 3,387,190 0 0
TILLYS INC CL A 886885102   40,529,475 4,478,395 SH   DFND 1,2 4,478,395 0 0
TURTLE BEACH CORP COM NEW 900450206   499,391 69,650 SH   DFND 1,2 69,650 0 0
VERY BRADLEY INC COM 92335C106   7,569,992 1,671,080 SH   DFND 1,2 1,671,080 0 0
VINCE HLDG CORP COM NEW 92719W207   9,597,865 1,225,781 SH   DFND 1,2 1,225,781 0 0
WW INTL INC COM 98262P101   837,581 216,990 SH   DFND 1,2 216,990 0 0
YUM CHINA HLDGS INC COM 98850P109   1,093,000 20,000 SH   DFND 1,2 20,000 0 0