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 |
| AMRIZE LTD | SHS | H2927K103 | 991,000 | 20,000 | SH | DFND | 1 | 20,000 | 0 | 0 | |
| ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | 5,007,750 | 137,500 | SH | DFND | 1 | 137,500 | 0 | 0 | |
| EUROPEAN WAX CTR INC | CLASS A COM | 29882P106 | 1,266,750 | 225,000 | SH | DFND | 1 | 225,000 | 0 | 0 | |
| FLUTTER ENTMT PLC | SHS | G3643J108 | 2,643,280 | 9,250 | SH | DFND | 1 | 9,250 | 0 | 0 | |
| HENRY SCHEIN INC | COM | 806407102 | 8,035,500 | 110,000 | SH | DFND | 1 | 110,000 | 0 | 0 | |
| LIONSGATE STUDIOS CORP | COM | 53626N102 | 1,307,250 | 225,000 | SH | DFND | 1 | 225,000 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 20,851,043 | 28,250 | SH | DFND | 1 | 28,250 | 0 | 0 | |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 173,500 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | 1,110,750 | 37,500 | SH | DFND | 1 | 37,500 | 0 | 0 | |
| REMITLY GLOBAL INC | COM | 75960P104 | 17,362,250 | 925,000 | SH | DFND | 1 | 925,000 | 0 | 0 | |
| REMITLY GLOBAL INC | COM | 75960P104 | 1,013,580 | 54,000 | SH | Call | DFND | 1 | 54,000 | 0 | 0 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 4,187,100 | 42,500 | SH | DFND | 1 | 42,500 | 0 | 0 | |
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | 20,196,450 | 111,000 | SH | DFND | 1 | 111,000 | 0 | 0 | |
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | 3,002,175 | 16,500 | SH | Put | DFND | 1 | 16,500 | 0 | 0 |
| TURNING PT BRANDS INC | COM | 90041L105 | 1,894,250 | 25,000 | SH | DFND | 1 | 25,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 15,627,750 | 167,500 | SH | DFND | 1 | 167,500 | 0 | 0 | |
| XOMETRY INC | CLASS A COM | 98423F109 | 9,545,675 | 282,500 | SH | DFND | 1 | 282,500 | 0 | 0 | |
| XOMETRY INC | CLASS A COM | 98423F109 | 895,435 | 26,500 | SH | Call | DFND | 1 | 26,500 | 0 | 0 |