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
2U INC COM 90214J101 334 4,000 SH   DFND 2 4,000 0 0
2U INC COM 90214J101 167 2,000 SH   SOLE   2,000 0 0
ADVANCED ENERGY INDS COM 007973100 290 5,000 SH   SOLE   5,000 0 0
AGILE THERAPEUTICS INC COM 00847L100 49 100,000 SH   DFND 2 100,000 0 0
AGILE THERAPEUTICS INC COM 00847L100 72 146,325 SH   SOLE   146,325 0 0
AIR LEASE CORP CL A 00912X302 1,043 24,850 SH   DFND 1 24,850 0 0
AIR LEASE CORP CL A 00912X302 1,994 47,500 SH   DFND 2 47,500 0 0
AIR LEASE CORP CL A 00912X302 1,339 31,900 SH   SOLE   31,900 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,673 36,500 SH   DFND 2 36,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,050 28,000 SH   SOLE   28,000 0 0
ALPHA PRO TECH LTD COM 020772109 69 20,637 SH   SOLE   20,637 0 0
AMBER RD INC COM 02318Y108 1,493 158,650 SH   DFND 1 158,650 0 0
AMBER RD INC COM 02318Y108 4,235 450,000 SH   DFND 2 450,000 0 0
AMBER RD INC COM 02318Y108 4,688 498,200 SH   SOLE   498,200 0 0
APPIAN CORP CL A 03782L101 362 10,000 SH   DFND 2 10,000 0 0
APPIAN CORP CL A 03782L101 362 10,000 SH   SOLE   10,000 0 0
APPLE INC COM 037833100 500 2,700 SH   DFND 2 2,700 0 0
APPLE INC COM 037833100 3,841 20,750 SH   SOLE   20,750 0 0
APPLIED MATLS INC COM 038222105 346 7,500 SH   DFND 2 7,500 0 0
AQUANTIA CORP COM 03842Q108 611 52,804 SH   DFND 1 52,804 0 0
AQUANTIA CORP COM 03842Q108 446 38,500 SH   DFND 2 38,500 0 0
AQUANTIA CORP COM 03842Q108 687 59,360 SH   SOLE   59,360 0 0
ASPEN AEROGELS INC COM 04523Y105 813 165,825 SH   DFND 2 165,825 0 0
ASPEN AEROGELS INC COM 04523Y105 1,852 377,975 SH   SOLE   377,975 0 0
AV HOMES INC COM 00234P102 514 24,000 SH   DFND 1 24,000 0 0
AV HOMES INC COM 00234P102 193 9,000 SH   SOLE   9,000 0 0
BECTON DICKINSON & CO COM 075887109 5,390 22,500 SH   DFND 2 22,500 0 0
BECTON DICKINSON & CO COM 075887109 479 2,000 SH   SOLE   2,000 0 0
BOEING CO COM 097023105 10,401 31,000 SH   DFND 1 31,000 0 0
BOEING CO COM 097023105 2,516 7,500 SH   SOLE   7,500 0 0
BRUKER CORP COM 116794108 203 7,000 SH   DFND 2 7,000 0 0
CARMAX INC COM 143130102 6,376 87,500 SH   DFND 2 87,500 0 0
CARMAX INC COM 143130102 1,494 20,500 SH   SOLE   20,500 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 128 30,000 SH   SOLE   30,000 0 0
COHERENT INC COM 192479103 547 3,500 SH   SOLE   3,500 0 0
COMCAST CORP NEW CL A 20030N101 6,562 200,000 SH   DFND 1 200,000 0 0
COMCAST CORP NEW CL A 20030N101 3,773 115,000 SH   DFND 2 115,000 0 0
COMSCORE INC COM 20564W105 497 22,800 SH   DFND 1 22,800 0 0
COMSCORE INC COM 20564W105 1,101 50,500 SH   DFND 2 50,500 0 0
COMSCORE INC COM 20564W105 1,259 57,750 SH   SOLE   57,750 0 0
CORIUM INTL INC COM 21887L107 507 63,234 SH   DFND 1 63,234 0 0
CORIUM INTL INC COM 21887L107 601 75,000 SH   DFND 2 75,000 0 0
CORIUM INTL INC COM 21887L107 680 84,907 SH   SOLE   84,907 0 0
CORNING INC COM 219350105 963 35,000 SH   DFND 2 35,000 0 0
COUPA SOFTWARE INC COM 22266L106 342 5,500 SH   DFND 2 5,500 0 0
COUPA SOFTWARE INC COM 22266L106 156 2,500 SH   SOLE   2,500 0 0
CRA INTL INC COM 12618T105 254 5,000 SH   SOLE   5,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 986 62,500 SH   DFND 2 62,500 0 0
CRYOPORT INC COM PAR $0.001 229050307 1,144 72,500 SH   SOLE   72,500 0 0
ECOLOGY & ENVIRONMENT INC CL A 278878103 386 31,000 SH   SOLE   31,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 2,442 75,000 SH   DFND 1 75,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 2,165 66,500 SH   DFND 2 66,500 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 2,654 81,500 SH   SOLE   81,500 0 0
EMCORE CORP COM NEW 290846203 985 195,000 SH   SOLE   195,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 4,740 70,000 SH   DFND 1 70,000 0 0
ENTEGRIS INC COM 29362U104 4,963 146,400 SH   DFND 1 146,400 0 0
ENTEGRIS INC COM 29362U104 4,865 143,500 SH   DFND 2 143,500 0 0
ENTEGRIS INC COM 29362U104 7,139 210,600 SH   SOLE   210,600 0 0
EQUINIX INC COM PAR $0.001 29444U700 860 2,000 SH   SOLE   2,000 0 0
EVERBRIDGE INC COM 29978A104 308 6,500 SH   DFND 2 6,500 0 0
EVERBRIDGE INC COM 29978A104 213 4,500 SH   SOLE   4,500 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,474 45,000 SH   DFND 1 45,000 0 0
FIREEYE INC COM 31816Q101 846 55,000 SH   SOLE   55,000 0 0
FLIR SYS INC COM 302445101 442 8,500 SH   DFND 2 8,500 0 0
FORMFACTOR INC COM 346375108 5,668 426,200 SH   DFND 1 426,200 0 0
FORMFACTOR INC COM 346375108 4,589 345,000 SH   DFND 2 345,000 0 0
FORMFACTOR INC COM 346375108 4,625 347,750 SH   SOLE   347,750 0 0
FOUNDATION MEDICINE INC COM 350465100 3,981 29,125 SH   DFND 1 29,125 0 0
FOUNDATION MEDICINE INC COM 350465100 1,487 10,875 SH   SOLE   10,875 0 0
FREQUENCY ELECTRS INC COM 358010106 403 50,000 SH   DFND 2 50,000 0 0
FREQUENCY ELECTRS INC COM 358010106 2,041 253,271 SH   SOLE   253,271 0 0
GENMARK DIAGNOSTICS INC COM 372309104 638 100,000 SH   DFND 1 100,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 191 30,000 SH   DFND 2 30,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 638 100,000 SH   SOLE   100,000 0 0
GILEAD SCIENCES INC COM 375558103 3,259 46,000 SH   DFND 1 46,000 0 0
GILEAD SCIENCES INC COM 375558103 6,199 87,500 SH   DFND 2 87,500 0 0
GILEAD SCIENCES INC COM 375558103 1,594 22,500 SH   SOLE   22,500 0 0
GSE SYS INC COM 36227K106 3,640 1,120,000 SH   SOLE   1,120,000 0 0
GSV CAP CORP COM 36191J101 1,876 273,397 SH   DFND 1 273,397 0 0
GSV CAP CORP COM 36191J101 532 77,562 SH   SOLE   77,562 0 0
HAWAIIAN HOLDINGS INC COM 419879101 1,251 34,800 SH   DFND 1 34,800 0 0
HAWAIIAN HOLDINGS INC COM 419879101 733 20,400 SH   SOLE   20,400 0 0
HESS CORP COM 42809H107 502 7,500 SH   DFND 2 7,500 0 0
HESS CORP COM 42809H107 151 2,250 SH   SOLE   2,250 0 0
HONEYWELL INTL INC COM 438516106 3,457 24,000 SH   DFND 1 24,000 0 0
HONEYWELL INTL INC COM 438516106 360 2,500 SH   DFND 2 2,500 0 0
II VI INC COM 902104108 4,962 114,200 SH   DFND 1 114,200 0 0
II VI INC COM 902104108 2,511 57,800 SH   SOLE   57,800 0 0
INVUITY INC COM NEW 46187J205 175 44,775 SH   DFND 1 44,775 0 0
INVUITY INC COM NEW 46187J205 839 215,000 SH   DFND 2 215,000 0 0
INVUITY INC COM NEW 46187J205 1,740 446,164 SH   SOLE   446,164 0 0
IPG PHOTONICS CORP COM 44980X109 1,324 6,000 SH   DFND 2 6,000 0 0
IPG PHOTONICS CORP COM 44980X109 1,544 7,000 SH   SOLE   7,000 0 0
KVH INDS INC COM 482738101 552 41,200 SH   DFND 1 41,200 0 0
KVH INDS INC COM 482738101 6,968 520,000 SH   DFND 2 520,000 0 0
KVH INDS INC COM 482738101 6,918 516,298 SH   SOLE   516,298 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,882 32,763 SH   DFND 1 32,763 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,077 6,000 SH   SOLE   6,000 0 0
LAM RESEARCH CORP COM 512807108 432 2,500 SH   DFND 2 2,500 0 0
LEMAITRE VASCULAR INC COM 525558201 837 25,000 SH   SOLE   25,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 230 10,000 SH   SOLE   10,000 0 0
MARKEL CORP COM 570535104 163 150 SH   DFND 2 150 0 0
MARKEL CORP COM 570535104 190 175 SH   SOLE   175 0 0
MEDTRONIC PLC SHS G5960L103 2,015 23,541 SH   DFND 1 23,541 0 0
MEDTRONIC PLC SHS G5960L103 1,926 22,500 SH   DFND 2 22,500 0 0
MEDTRONIC PLC SHS G5960L103 716 8,365 SH   SOLE   8,365 0 0
MKS INSTRUMENT INC COM 55306N104 2,393 25,000 SH   DFND 1 25,000 0 0
MKS INSTRUMENT INC COM 55306N104 2,393 25,000 SH   DFND 2 25,000 0 0
MKS INSTRUMENT INC COM 55306N104 4,115 43,000 SH   SOLE   43,000 0 0
NATIONAL INSTRS CORP COM 636518102 873 20,800 SH   DFND 2 20,800 0 0
NATIONAL INSTRS CORP COM 636518102 378 9,000 SH   SOLE   9,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 1,546 122,250 SH   DFND 1 122,250 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 63 5,000 SH   DFND 2 5,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 500 39,550 SH   SOLE   39,550 0 0
NEOPHOTONICS CORP COM 64051T100 240 38,500 SH   DFND 1 38,500 0 0
NEOPHOTONICS CORP COM 64051T100 1,286 206,500 SH   SOLE   206,500 0 0
NLIGHT INC COM 65487K100 125 3,781 SH   DFND 1 3,781 0 0
NLIGHT INC COM 65487K100 99 3,000 SH   DFND 2 3,000 0 0
NLIGHT INC COM 65487K100 169 5,112 SH   SOLE   5,112 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,861 105,000 SH   DFND 1 105,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,594 58,500 SH   DFND 2 58,500 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 3,624 133,000 SH   SOLE   133,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,443 35,500 SH   DFND 1 35,500 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 813 20,000 SH   DFND 2 20,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 589 14,500 SH   SOLE   14,500 0 0
OIL DRI CORP AMER COM 677864100 780 18,500 SH   DFND 2 18,500 0 0
OIL DRI CORP AMER COM 677864100 1,964 46,600 SH   SOLE   46,600 0 0
OMNICELL INC COM 68213N109 525 10,000 SH   SOLE   10,000 0 0
ORBOTECH LTD ORD M75253100 5,290 85,600 SH   DFND 1 85,600 0 0
ORBOTECH LTD ORD M75253100 2,435 39,400 SH   SOLE   39,400 0 0
PDF SOLUTIONS INC COM 693282105 1,205 100,600 SH   DFND 1 100,600 0 0
PDF SOLUTIONS INC COM 693282105 4,698 392,150 SH   DFND 2 392,150 0 0
PDF SOLUTIONS INC COM 693282105 5,628 469,750 SH   SOLE   469,750 0 0
PHOTRONICS INC COM 719405102 610 76,500 SH   DFND 1 76,500 0 0
PHOTRONICS INC COM 719405102 1,296 162,500 SH   DFND 2 162,500 0 0
PHOTRONICS INC COM 719405102 3,001 376,250 SH   SOLE   376,250 0 0
PLURALSIGHT INC COM CL A 72941B106 183 7,475 SH   DFND 1 7,475 0 0
PLURALSIGHT INC COM CL A 72941B106 147 6,000 SH   DFND 2 6,000 0 0
PLURALSIGHT INC COM CL A 72941B106 249 10,194 SH   SOLE   10,194 0 0
Q2 HLDGS INC COM 74736L109 1,141 20,000 SH   DFND 2 20,000 0 0
Q2 HLDGS INC COM 74736L109 685 12,000 SH   SOLE   12,000 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 194 12,500 SH   SOLE   12,500 0 0
RED HAT INC COM 756577102 1,209 9,000 SH   DFND 2 9,000 0 0
REIS INC COM 75936P105 1,799 82,500 SH   DFND 2 82,500 0 0
REIS INC COM 75936P105 4,037 185,200 SH   SOLE   185,200 0 0
SCHLUMBERGER LTD COM 806857108 335 5,000 SH   DFND 2 5,000 0 0
SOUTHWEST AIRLS CO COM 844741108 2,208 43,400 SH   DFND 1 43,400 0 0
SOUTHWEST AIRLS CO COM 844741108 845 16,600 SH   SOLE   16,600 0 0
SUPER MICRO COMPUTER INC COM 86800U104 5,250 222,000 SH   DFND 1 222,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 4,967 210,000 SH   DFND 2 210,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 5,741 242,750 SH   SOLE   242,750 0 0
SYPRIS SOLUTIONS INC COM 871655106 51 31,332 SH   DFND 2 31,332 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 5,620 261,392 SH   DFND 1 261,392 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 2,875 133,698 SH   SOLE   133,698 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 7,285 387,727 SH   DFND 1 387,727 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 2,894 153,998 SH   SOLE   153,998 0 0
THE TRADE DESK INC COM CL A 88339J105 2,448 26,100 SH   DFND 1 26,100 0 0
THE TRADE DESK INC COM CL A 88339J105 938 10,000 SH   DFND 2 10,000 0 0
THE TRADE DESK INC COM CL A 88339J105 1,538 16,400 SH   SOLE   16,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,803 42,500 SH   DFND 1 42,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,700 42,000 SH   DFND 2 42,000 0 0
TWILIO INC CL A 90138F102 448 8,000 SH   SOLE   8,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 498 30,000 SH   SOLE   30,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,046 15,000 SH   DFND 1 15,000 0 0
UNITED CONTL HLDGS INC COM 910047109 349 5,000 SH   SOLE   5,000 0 0
VIASAT INC COM 92552V100 6,217 94,600 SH   DFND 1 94,600 0 0
VIASAT INC COM 92552V100 5,258 80,000 SH   DFND 2 80,000 0 0
VIASAT INC COM 92552V100 3,721 56,625 SH   SOLE   56,625 0 0
VICOR CORP COM 925815102 436 10,000 SH   DFND 1 10,000 0 0
VICOR CORP COM 925815102 762 17,500 SH   DFND 2 17,500 0 0
VICOR CORP COM 925815102 2,449 56,227 SH   SOLE   56,227 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,392 60,000 SH   DFND 2 60,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 954 25,000 SH   SOLE   25,000 0 0
WAGEWORKS INC COM 930427109 1,125 22,500 SH   DFND 2 22,500 0 0
WAGEWORKS INC COM 930427109 1,400 28,000 SH   SOLE   28,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 692 9,500 SH   DFND 2 9,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 328 4,500 SH   SOLE   4,500 0 0
ZSCALER INC COM 98980G102 715 20,000 SH   SOLE   20,000 0 0
ZUORA INC COM CL A 98983V106 1,019 37,465 SH   DFND 1 37,465 0 0
ZUORA INC COM CL A 98983V106 917 33,700 SH   DFND 2 33,700 0 0
ZUORA INC COM CL A 98983V106 1,164 42,807 SH   SOLE   42,807 0 0