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    Amendment: SEC Form SC 13D/A filed by Tilly's Inc.

    7/3/24 3:14:05 PM ET
    $TLYS
    Clothing/Shoe/Accessory Stores
    Consumer Discretionary
    Get the next $TLYS alert in real time by email
    SC 13D/A 1 sc13da.htm AMENDMENT NO. 10
    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

     
    SCHEDULE 13D

    Under the Securities Exchange Act of 1934

    (Amendment No. 10)*

    Tilly’s, Inc.
    (Name of Issuer)
     
    Class A Common Stock
    (Title of Class of Securities)
     
    886885102
    (CUSIP Number)
     
    July 1, 2024
    (Date of Event which Requires Filing of this Statement)

     
    If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. [X]
     
    Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent.
     
    * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.
     
    The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

    1
    Name of Reporting Person.
     
    Fund 1 Investments, LLC
     
    2
    Check the Appropriate Box if a Member of a Group (See Instructions)
     
    (a) [ ]
     
    (b) [ ]
    3
    SEC Use Only

    4
    Source of Funds (See Instructions):
    AF
    5
    Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e): [ ]
     
    6
    Citizenship or Place of Organization.

    Delaware
    Number
    of Shares
    Beneficially
    Owned by
    Each
    Reporting
    Person With
    7            Sole Voting Power
     
    0
     
    8            Shared Voting Power
     
    8,094,379 shares
     
    Refer to Item 4 below.
     
    9            Sole Dispositive Power
     
                  0
     
    10          Shared Dispositive Power
     
    8,094,379 shares
     
    Refer to Item 4 below.
    11
    Aggregate Amount Beneficially Owned by Each Reporting Person
     
    8,094,379 shares
     
    Refer to Item 4 below.
    12
    Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions)  [ ]
     
    13
    Percent of Class Represented by Amount in Row (11)
     
    35.54%
     
    Refer to Item 4 below.
    14
    Type of Reporting Person (See Instructions)
     
    OO (Limited Liability Company)
         


    AMENDMENT NO. 10 TO SCHEDULE 13D

    This Amendment No. 10 to Schedule 13D (this “Amendment”) relates to Class A Common Stock of Tilly’s, Inc., a Delaware corporation (the “Issuer” or the “Company”).  The address of the principal executive offices of the Issuer is 10 Whatney, Irvine, California 92618.  This Amendment is being filed by the Reporting Person to amend the Schedule 13D that was filed on March 15, 2023, as amended on April 4, 2023, April 28, 2023, June 2, 2023, June 6, 2023, December 4, 2023, January 11, 2024, February 2, 2024, March 4, 2024 and March 15, 2024 (as amended, the “Schedule 13D”).  Unless otherwise indicated, all capitalized terms used herein but not defined herein shall have the same meaning as in the Schedule 13D

    This amendment is being filed to amend and supplement Item 3 and Items 5(a) through 5(c) of the Schedule 13D.

    Item 3.   Source And Amount of Funds or Other Consideration
     
    Item 3 is hereby amended and restated as follows:
     
    The Class A Common Stock of the Issuer purchased by the Reporting Person were purchased with working capital (which may, at any given time, include margin loans made by brokerage firms in the ordinary course of business). The aggregate purchase price of the 8,094,379 shares of Class A Common Stock beneficially owned by the Reporting Person is approximately $67,112,889.76, including brokerage commissions.
     
    Item 5.    Interest in Securities of the Issuer

    Items 5(a) through (c) are hereby amended and restated as follows:

    (a) and (b)  See Items 7-13 of the cover page.

    The percentage calculations herein are based upon the statement in the Issuer’s Quarterly Report on Form 10-Q for the quarterly period ended May 4, 2024, as filed with the Securities and Exchange Commission on June 7, 2024, that there were 22,775,615 shares of Class A Common Stock of the Issuer outstanding as of June 5, 2024.

    (c)  The following table lists transactions in the Class A Common Stock that were effected during the sixty day period prior to the filing of this Schedule 13D and have not already been reported in the Schedule 13D:

    Transaction
    Date
    No. Shares
    Price Per Share
    Open market purchase
    06/27/2024
    100,000
    $5.1386
    Open market purchase
    06/28/2024
    64,610
    $5.8682
    Open market purchase
    06/28/2024
    8,625
    $5.7634
    Open market purchase
    07/01/2024
    126,324
    $5.5439
    Open market purchase
    07/02/2024
    56,381
    $5.4756
    Open market purchase
    07/03/2024
    60,294
    $5.6448



    SIGNATURE
     
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
     
    Date:
    July 3, 2024
     
    FUND 1 INVESTMENTS, LLC 

    By: /s/ Benjamin C. Cable                     
    Benjamin C. Cable
    Chief Operating Officer

     
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