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 199 4,000 SH   DFND 2 4,000 0 0
2U INC COM 90214J101 99 2,000 SH   SOLE   2,000 0 0
AGILE THERAPEUTICS INC COM 00847L100 46 80,000 SH   SOLE   80,000 0 0
AIR LEASE CORP CL A 00912X302 1,208 40,000 SH   DFND 1 40,000 0 0
AIR LEASE CORP CL A 00912X302 1,511 50,000 SH   DFND 2 50,000 0 0
AIR LEASE CORP CL A 00912X302 1,571 52,000 SH   SOLE   52,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,229 36,500 SH   DFND 2 36,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,680 27,500 SH   SOLE   27,500 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 795 160,000 SH   SOLE   160,000 0 0
ALPHA PRO TECH LTD COM 020772109 222 59,843 SH   SOLE   59,843 0 0
AMBER RD INC COM 02318Y108 1,306 158,650 SH   DFND 1 158,650 0 0
AMBER RD INC COM 02318Y108 3,662 445,000 SH   DFND 2 445,000 0 0
AMBER RD INC COM 02318Y108 4,018 488,200 SH   SOLE   488,200 0 0
APPIAN CORP CL A 03782L101 267 10,000 SH   DFND 2 10,000 0 0
APPIAN CORP CL A 03782L101 147 5,500 SH   SOLE   5,500 0 0
APPLE INC COM 037833100 426 2,700 SH   DFND 2 2,700 0 0
APPLE INC COM 037833100 3,155 20,000 SH   SOLE   20,000 0 0
APPLIED MATLS INC COM 038222105 246 7,500 SH   DFND 2 7,500 0 0
AQUANTIA CORP COM 03842Q108 658 75,000 SH   DFND 1 75,000 0 0
AQUANTIA CORP COM 03842Q108 373 42,500 SH   DFND 2 42,500 0 0
AQUANTIA CORP COM 03842Q108 1,491 170,000 SH   SOLE   170,000 0 0
ASPEN AEROGELS INC COM 04523Y105 58 27,300 SH   DFND 1 27,300 0 0
ASPEN AEROGELS INC COM 04523Y105 925 434,050 SH   DFND 2 434,050 0 0
ASPEN AEROGELS INC COM 04523Y105 1,425 669,050 SH   SOLE   669,050 0 0
BECTON DICKINSON & CO COM 075887109 4,619 20,500 SH   DFND 2 20,500 0 0
BECTON DICKINSON & CO COM 075887109 169 750 SH   SOLE   750 0 0
BOEING CO COM 097023105 7,256 22,500 SH   DFND 1 22,500 0 0
BOEING CO COM 097023105 1,774 5,500 SH   SOLE   5,500 0 0
CARMAX INC COM 143130102 5,332 85,000 SH   DFND 2 85,000 0 0
CARMAX INC COM 143130102 1,286 20,500 SH   SOLE   20,500 0 0
COHERENT INC COM 192479103 159 1,500 SH   SOLE   1,500 0 0
COHERENT INC COM 192479103 482 30,000 SH   SOLE   30,000 0 0
COMCAST CORP NEW CL A 20030N101 6,810 200,000 SH   DFND 1 200,000 0 0
COMCAST CORP NEW CL A 20030N101 3,916 115,000 SH   DFND 2 115,000 0 0
COMSCORE INC COM 20564W105 329 22,800 SH   DFND 1 22,800 0 0
COMSCORE INC COM 20564W105 104 7,200 SH   SOLE   7,200 0 0
CORE LABORATORIES N V COM N22717107 60 1,000 SH   DFND 2 1,000 0 0
CORE LABORATORIES N V COM N22717107 298 5,000 SH   SOLE   5,000 0 0
CORNING INC COM 219350105 1,057 35,000 SH   DFND 2 35,000 0 0
COUPA SOFTWARE INC COM 22266L106 302 4,800 SH   DFND 2 4,800 0 0
COUPA SOFTWARE INC COM 22266L106 75 1,200 SH   SOLE   1,200 0 0
CRA INTL INC COM 12618T105 213 5,000 SH   SOLE   5,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 663 60,150 SH   DFND 2 60,150 0 0
CRYOPORT INC COM PAR $0.001 229050307 671 60,850 SH   SOLE   60,850 0 0
ECOLOGY & ENVIRONMENT INC CL A 278878103 387 34,100 SH   SOLE   34,100 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 1,860 75,000 SH   DFND 1 75,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 1,649 66,500 SH   DFND 2 66,500 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 2,046 82,500 SH   SOLE   82,500 0 0
EMCORE CORP COM NEW 290846203 1,302 310,000 SH   SOLE   310,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 4,319 70,000 SH   DFND 1 70,000 0 0
ENTEGRIS INC COM 29362U104 4,084 146,400 SH   DFND 1 146,400 0 0
ENTEGRIS INC COM 29362U104 4,003 143,500 SH   DFND 2 143,500 0 0
ENTEGRIS INC COM 29362U104 6,000 215,100 SH   SOLE   215,100 0 0
EQUINIX INC COM PAR $0.001 29444U700 705 2,000 SH   SOLE   2,000 0 0
EVERBRIDGE INC COM 29978A104 539 9,500 SH   DFND 2 9,500 0 0
EVERBRIDGE INC COM 29978A104 369 6,500 SH   SOLE   6,500 0 0
FLIR SYS INC COM 302445101 370 8,500 SH   DFND 2 8,500 0 0
FORMFACTOR INC COM 346375108 5,636 400,000 SH   DFND 1 400,000 0 0
FORMFACTOR INC COM 346375108 4,068 288,750 SH   DFND 2 288,750 0 0
FORMFACTOR INC COM 346375108 3,984 282,750 SH   SOLE   282,750 0 0
FREQUENCY ELECTRS INC COM 358010106 373 35,200 SH   DFND 2 35,200 0 0
FREQUENCY ELECTRS INC COM 358010106 1,913 180,500 SH   SOLE   180,500 0 0
GENMARK DIAGNOSTICS INC COM 372309104 486 100,000 SH   DFND 1 100,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 156 32,000 SH   DFND 2 32,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 722 148,500 SH   SOLE   148,500 0 0
GILEAD SCIENCES INC COM 375558103 2,877 46,000 SH   DFND 1 46,000 0 0
GILEAD SCIENCES INC COM 375558103 5,379 86,000 SH   DFND 2 86,000 0 0
GILEAD SCIENCES INC COM 375558103 813 13,000 SH   SOLE   13,000 0 0
GSE SYS INC COM 36227K106 2,352 1,120,000 SH   SOLE   1,120,000 0 0
GSV CAP CORP COM 36191J101 1,665 318,997 SH   DFND 1 318,997 0 0
GSV CAP CORP COM 36191J101 432 82,762 SH   SOLE   82,762 0 0
HAWAIIAN HOLDINGS INC COM 419879101 1,427 54,050 SH   DFND 1 54,050 0 0
HAWAIIAN HOLDINGS INC COM 419879101 251 9,500 SH   DFND 2 9,500 0 0
HAWAIIAN HOLDINGS INC COM 419879101 1,483 56,150 SH   SOLE   56,150 0 0
HESS CORP COM 42809H107 304 7,500 SH   DFND 2 7,500 0 0
HESS CORP COM 42809H107 91 2,250 SH   SOLE   2,250 0 0
HONEYWELL INTL INC COM 438516106 3,171 24,000 SH   DFND 1 24,000 0 0
HONEYWELL INTL INC COM 438516106 330 2,500 SH   DFND 2 2,500 0 0
ICHOR HOLDINGS COM G4740B105 228 14,000 SH   SOLE   14,000 0 0
II VI INC COM 902104108 3,707 114,200 SH   DFND 1 114,200 0 0
II VI INC COM 902104108 2,009 61,900 SH   SOLE   61,900 0 0
INTEVAC INC COM 461148108 160 30,600 SH   SOLE   30,600 0 0
IPG PHOTONICS CORP COM 44980X109 708 6,250 SH   DFND 2 6,250 0 0
IPG PHOTONICS CORP COM 44980X109 793 7,000 SH   SOLE   7,000 0 0
KVH INDS INC COM 482738101 424 41,200 SH   DFND 1 41,200 0 0
KVH INDS INC COM 482738101 5,010 486,850 SH   DFND 2 486,850 0 0
KVH INDS INC COM 482738101 4,953 481,389 SH   SOLE   481,389 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,140 32,763 SH   DFND 1 32,763 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 253 2,000 SH   DFND 2 2,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 859 6,800 SH   SOLE   6,800 0 0
LAM RESEARCH CORP COM 512807108 340 2,500 SH   DFND 2 2,500 0 0
LEMAITRE VASCULAR INC COM 525558201 591 25,000 SH   SOLE   25,000 0 0
MEDTRONIC PLC SHS G5960L103 2,141 23,541 SH   DFND 1 23,541 0 0
MEDTRONIC PLC SHS G5960L103 2,001 22,000 SH   DFND 2 22,000 0 0
MEDTRONIC PLC SHS G5960L103 761 8,365 SH   SOLE   8,365 0 0
MKS INSTRUMENT INC COM 55306N104 1,615 25,000 SH   DFND 1 25,000 0 0
MKS INSTRUMENT INC COM 55306N104 1,615 25,000 SH   DFND 2 25,000 0 0
MKS INSTRUMENT INC COM 55306N104 3,101 48,000 SH   SOLE   48,000 0 0
NATIONAL INSTRS CORP COM 636518102 908 20,000 SH   DFND 2 20,000 0 0
NATIONAL INSTRS CORP COM 636518102 363 8,000 SH   SOLE   8,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 1,149 122,250 SH   DFND 1 122,250 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 56 6,000 SH   DFND 2 6,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 616 65,550 SH   SOLE   65,550 0 0
NEOPHOTONICS CORP COM 64051T100 249 38,500 SH   DFND 1 38,500 0 0
NEOPHOTONICS CORP COM 64051T100 81 12,500 SH   SOLE   12,500 0 0
NLIGHT INC COM 65487K100 136 7,631 SH   DFND 1 7,631 0 0
NLIGHT INC COM 65487K100 62 3,500 SH   DFND 2 3,500 0 0
NLIGHT INC COM 65487K100 67 3,762 SH   SOLE   3,762 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,392 105,000 SH   DFND 1 105,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,333 58,500 SH   DFND 2 58,500 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 3,030 133,000 SH   SOLE   133,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,411 35,500 SH   DFND 1 35,500 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 795 20,000 SH   DFND 2 20,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 576 14,500 SH   SOLE   14,500 0 0
OIL DRI CORP AMER COM 677864100 490 18,500 SH   DFND 2 18,500 0 0
OIL DRI CORP AMER COM 677864100 1,325 50,000 SH   SOLE   50,000 0 0
OMNICELL INC COM 68213N109 551 9,000 SH   SOLE   9,000 0 0
ORBOTECH LTD ORD M75253100 4,840 85,600 SH   DFND 1 85,600 0 0
ORBOTECH LTD ORD M75253100 2,228 39,400 SH   SOLE   39,400 0 0
PDF SOLUTIONS INC COM 693282105 1,499 177,785 SH   DFND 1 177,785 0 0
PDF SOLUTIONS INC COM 693282105 4,176 495,400 SH   DFND 2 495,400 0 0
PDF SOLUTIONS INC COM 693282105 5,285 626,915 SH   SOLE   626,915 0 0
PHOTRONICS INC COM 719405102 741 76,500 SH   DFND 1 76,500 0 0
PHOTRONICS INC COM 719405102 1,525 157,500 SH   DFND 2 157,500 0 0
PHOTRONICS INC COM 719405102 3,458 357,250 SH   SOLE   357,250 0 0
PLURALSIGHT INC COM CL A 72941B106 176 7,475 SH   DFND 1 7,475 0 0
PLURALSIGHT INC COM CL A 72941B106 141 6,000 SH   DFND 2 6,000 0 0
PLURALSIGHT INC COM CL A 72941B106 146 6,194 SH   SOLE   6,194 0 0
Q2 HLDGS INC COM 74736L109 991 20,000 SH   DFND 2 20,000 0 0
Q2 HLDGS INC COM 74736L109 595 12,000 SH   SOLE   12,000 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 179 12,500 SH   SOLE   12,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 250 3,000 SH   DFND 2 3,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 125 1,500 SH   SOLE   1,500 0 0
ROKU INC COM CL A 77543R102 306 10,000 SH   SOLE   10,000 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 317 15,500 SH   SOLE   15,500 0 0
SCHLUMBERGER LTD COM 806857108 361 10,000 SH   DFND 2 10,000 0 0
SCHLUMBERGER LTD COM 806857108 180 5,000 SH   SOLE   5,000 0 0
SOUTHWEST AIRLS CO COM 844741108 2,017 43,400 SH   DFND 1 43,400 0 0
SOUTHWEST AIRLS CO COM 844741108 772 16,600 SH   SOLE   16,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 221 6,000 SH   DFND 2 6,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 166 4,500 SH   SOLE   4,500 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 4,692 261,392 SH   DFND 1 261,392 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 2,436 135,698 SH   SOLE   135,698 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 5,817 385,000 SH   DFND 1 385,000 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 2,317 153,359 SH   SOLE   153,359 0 0
TENABLE HLDGS INC COM 88025T102 164 7,386 SH   DFND 1 7,386 0 0
TENABLE HLDGS INC COM 88025T102 111 5,000 SH   DFND 2 5,000 0 0
TENABLE HLDGS INC COM 88025T102 93 4,196 SH   SOLE   4,196 0 0
THE TRADE DESK INC COM CL A 88339J105 3,029 26,100 SH   DFND 1 26,100 0 0
THE TRADE DESK INC COM CL A 88339J105 812 7,000 SH   DFND 2 7,000 0 0
THE TRADE DESK INC COM CL A 88339J105 1,613 13,900 SH   SOLE   13,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,352 32,850 SH   DFND 1 32,850 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,833 35,000 SH   DFND 2 35,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 389 40,000 SH   SOLE   40,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 212 25,000 SH   DFND 2 25,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,076 127,000 SH   SOLE   127,000 0 0
VIASAT INC COM 92552V100 5,577 94,600 SH   DFND 1 94,600 0 0
VIASAT INC COM 92552V100 2,782 47,200 SH   DFND 2 47,200 0 0
VIASAT INC COM 92552V100 2,022 34,300 SH   SOLE   34,300 0 0
VICOR CORP COM 925815102 378 10,000 SH   DFND 1 10,000 0 0
VICOR CORP COM 925815102 737 19,500 SH   DFND 2 19,500 0 0
VICOR CORP COM 925815102 2,125 56,227 SH   SOLE   56,227 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,081 60,000 SH   DFND 2 60,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 257 8,500 SH   SOLE   8,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 710 9,500 SH   DFND 2 9,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 336 4,500 SH   SOLE   4,500 0 0
ZUORA INC COM CL A 98983V106 680 37,465 SH   DFND 1 37,465 0 0
ZUORA INC COM CL A 98983V106 599 33,000 SH   DFND 2 33,000 0 0
ZUORA INC COM CL A 98983V106 735 40,507 SH   SOLE   40,507 0 0