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
8X8 INC NEW COM 282914100 7,200 450,000 SH   DFND 3 450,000 0 0
8X8 INC NEW COM 282914100 560 35,000 SH   DFND 2 35,000 0 0
ADTRAN INC COM 00738A106 82 7,500 SH   SOLE   7,500 0 0
ADTRAN INC COM 00738A106 246 22,500 SH   DFND 2 22,500 0 0
AIR LEASE CORP CL A 00912X302 1,172 40,000 SH   DFND 1 40,000 0 0
AIR LEASE CORP CL A 00912X302 1,274 43,500 SH   DFND 2 43,500 0 0
AIR LEASE CORP CL A 00912X302 659 22,500 SH   DFND 3 22,500 0 0
AIR LEASE CORP CL A 00912X302 996 34,000 SH   SOLE   34,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,553 14,500 SH   SOLE   14,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,588 33,500 SH   DFND 2 33,500 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 4,261 514,000 SH   DFND 3 514,000 0 0
ALPHA PRO TECH LTD COM 020772109 133 7,500 SH   DFND 2 7,500 0 0
ALPHA PRO TECH LTD COM 020772109 1,328 75,000 SH   SOLE   75,000 0 0
ALPHABET INC CAP STK CL A 02079K305 355 250 SH   DFND 2 250 0 0
AMERICAN TOWER CORP NEW COM 03027X100 52 200 SH   SOLE   200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 259 1,000 SH   DFND 2 1,000 0 0
APPIAN CORP CL A 03782L101 77 1,500 SH   SOLE   1,500 0 0
APPIAN CORP CL A 03782L101 359 7,000 SH   DFND 2 7,000 0 0
APPLE INC COM 037833100 985 2,700 SH   DFND 2 2,700 0 0
APPLE INC COM 037833100 5,837 16,000 SH   SOLE   16,000 0 0
APPLIED MATLS INC COM 038222105 544 9,000 SH   DFND 2 9,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 142 55,000 SH   SOLE   55,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 142 55,000 SH   DFND 2 55,000 0 0
ASPEN AEROGELS INC COM 04523Y105 180 27,300 SH   DFND 1 27,300 0 0
ASPEN AEROGELS INC COM 04523Y105 2,895 440,000 SH   DFND 2 440,000 0 0
ASPEN AEROGELS INC COM 04523Y105 3,948 600,000 SH   DFND 3 600,000 0 0
ASPEN AEROGELS INC COM 04523Y105 948 144,100 SH   SOLE   144,100 0 0
AXT INC COM 00246W103 5,831 1,225,000 SH   DFND 3 1,225,000 0 0
AXT INC COM 00246W103 167 35,000 SH   SOLE   35,000 0 0
AXT INC COM 00246W103 1,071 225,000 SH   DFND 2 225,000 0 0
BECTON DICKINSON & CO COM 075887109 4,606 19,250 SH   DFND 2 19,250 0 0
BOEING CO COM 097023105 917 5,000 SH   SOLE   5,000 0 0
BOEING CO COM 097023105 3,666 20,000 SH   DFND 1 20,000 0 0
BOTTOMLINE TECH DEL INC COM 101388106 1,523 30,000 SH   DFND 3 30,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 305 9,259 SH   DFND 2 9,259 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 442 13,424 SH   SOLE   13,424 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,081 32,870 SH   DFND 1 32,870 0 0
BRUKER CORP COM 116794108 447 11,000 SH   SOLE   11,000 0 0
BRUKER CORP COM 116794108 41 1,000 SH   DFND 2 1,000 0 0
CAMBIUM NETWORKS CORP SHS G17766109 319 43,325 SH   DFND 1 43,325 0 0
CAMBIUM NETWORKS CORP SHS G17766109 938 127,500 SH   DFND 2 127,500 0 0
CAMBIUM NETWORKS CORP SHS G17766109 6,256 850,000 SH   DFND 3 850,000 0 0
CAMBIUM NETWORKS CORP SHS G17766109 223 30,275 SH   SOLE   30,275 0 0
CARMAX INC COM 143130102 1,836 20,500 SH   SOLE   20,500 0 0
CARMAX INC COM 143130102 7,164 80,000 SH   DFND 2 80,000 0 0
CHANNELADVISOR CORP COM 159179100 832 52,500 SH   DFND 2 52,500 0 0
CHANNELADVISOR CORP COM 159179100 4,356 275,000 SH   DFND 3 275,000 0 0
CHANNELADVISOR CORP COM 159179100 459 29,000 SH   SOLE   29,000 0 0
CHEVRON CORP NEW COM 166764100 357 4,000 SH   SOLE   4,000 0 0
CLEAN HARBORS INC COM 184496107 120 2,000 SH   SOLE   2,000 0 0
CLEAN HARBORS INC COM 184496107 210 3,500 SH   DFND 2 3,500 0 0
COHU INC COM 192576106 4,769 275,000 SH   DFND 3 275,000 0 0
COMCAST CORP NEW CL A 20030N101 7,796 200,000 SH   DFND 1 200,000 0 0
COMCAST CORP NEW CL A 20030N101 4,444 114,000 SH   DFND 2 114,000 0 0
CORNING INC COM 219350105 894 34,500 SH   DFND 2 34,500 0 0
COUPA SOFTWARE INC COM 22266L106 831 3,000 SH   DFND 2 3,000 0 0
CRA INTL INC COM 12618T105 415 10,500 SH   SOLE   10,500 0 0
CRYOPORT INC COM PAR $0.001 229050307 938 31,000 SH   SOLE   31,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 1,361 45,000 SH   DFND 2 45,000 0 0
DIRTT ENVIRONMENTAL SOLUTION COM 25490H106 87 71,500 SH   DFND 2 71,500 0 0
EMCORE CORP COM NEW 290846203 4,134 1,300,000 SH   DFND 3 1,300,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 4,335 70,000 SH   DFND 1 70,000 0 0
ENTEGRIS INC COM 29362U104 7,027 119,000 SH   DFND 2 119,000 0 0
ENTEGRIS INC COM 29362U104 7,086 120,000 SH   SOLE   120,000 0 0
ENTEGRIS INC COM 29362U104 7,381 125,000 SH   DFND 1 125,000 0 0
EQUINIX INC COM 29444U700 1,405 2,000 SH   SOLE   2,000 0 0
EVERBRIDGE INC COM 29978A104 277 2,000 SH   SOLE   2,000 0 0
EVERBRIDGE INC COM 29978A104 1,591 11,500 SH   DFND 2 11,500 0 0
FARO TECHNOLOGIES INC COM 311642102 536 10,000 SH   DFND 2 10,000 0 0
FIREEYE INC COM 31816Q101 10,349 850,000 SH   DFND 3 850,000 0 0
FIREEYE INC COM 31816Q101 335 27,500 SH   DFND 2 27,500 0 0
FLIR SYS INC COM 302445101 304 7,500 SH   DFND 2 7,500 0 0
FLUIDIGM CORP DEL COM 34385P108 2,256 562,500 SH   DFND 3 562,500 0 0
FORMFACTOR INC COM 346375108 3,813 130,000 SH   DFND 2 130,000 0 0
FORMFACTOR INC COM 346375108 2,434 83,000 SH   SOLE   83,000 0 0
FORMFACTOR INC COM 346375108 8,799 300,000 SH   DFND 1 300,000 0 0
FREIGHTCAR AMER INC COM 357023100 81 65,000 SH   SOLE   65,000 0 0
FREQUENCY ELECTRS INC COM 358010106 275 30,000 SH   DFND 2 30,000 0 0
FREQUENCY ELECTRS INC COM 358010106 1,431 156,429 SH   DFND 3 156,429 0 0
FREQUENCY ELECTRS INC COM 358010106 987 107,850 SH   SOLE   107,850 0 0
GILEAD SCIENCES INC COM 375558103 6,309 82,000 SH   DFND 2 82,000 0 0
GILEAD SCIENCES INC COM 375558103 1,000 13,000 SH   SOLE   13,000 0 0
GILEAD SCIENCES INC COM 375558103 3,539 46,000 SH   DFND 1 46,000 0 0
GSE SYS INC COM 36227K106 1,063 1,052,625 SH   SOLE   1,052,625 0 0
GSE SYS INC COM 36227K106 24 24,029 SH   DFND 2 24,029 0 0
HAWAIIAN HOLDINGS INC COM 419879101 1,217 86,700 SH   DFND 1 86,700 0 0
HAWAIIAN HOLDINGS INC COM 419879101 364 25,900 SH   SOLE   25,900 0 0
HONEYWELL INTL INC COM 438516106 361 2,500 SH   DFND 2 2,500 0 0
HONEYWELL INTL INC COM 438516106 3,470 24,000 SH   DFND 1 24,000 0 0
ICHOR HOLDINGS SHS G4740B105 665 25,000 SH   DFND 3 25,000 0 0
II-VI INC COM 902104108 6,139 130,000 SH   DFND 1 130,000 0 0
II-VI INC COM 902104108 708 15,000 SH   DFND 2 15,000 0 0
II-VI INC COM 902104108 1,889 40,000 SH   SOLE   40,000 0 0
INFINERA CORP COM 45667G103 6,512 1,100,000 SH   DFND 3 1,100,000 0 0
INOGEN INC COM 45780L104 4,973 140,000 SH   DFND 3 140,000 0 0
INSEEGO CORP COM 45782B104 4,640 400,000 SH   DFND 3 400,000 0 0
INTEVAC INC COM 461148108 993 181,875 SH   DFND 2 181,875 0 0
INTEVAC INC COM 461148108 5,554 1,017,175 SH   DFND 3 1,017,175 0 0
INTEVAC INC COM 461148108 483 88,450 SH   SOLE   88,450 0 0
IPG PHOTONICS CORP COM 44980X109 1,123 7,000 SH   SOLE   7,000 0 0
IPG PHOTONICS CORP COM 44980X109 1,002 6,250 SH   DFND 2 6,250 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 215 25,000 SH   SOLE   25,000 0 0
KLA CORP COM NEW 482480100 1,459 7,500 SH   SOLE   7,500 0 0
KLA CORP COM NEW 482480100 3,647 18,750 SH   DFND 1 18,750 0 0
KVH INDS INC COM 482738101 368 41,200 SH   DFND 1 41,200 0 0
KVH INDS INC COM 482738101 4,912 550,000 SH   DFND 2 550,000 0 0
KVH INDS INC COM 482738101 4,688 525,000 SH   DFND 3 525,000 0 0
KVH INDS INC COM 482738101 3,963 443,798 SH   SOLE   443,798 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 332 2,000 SH   DFND 2 2,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 914 5,500 SH   SOLE   5,500 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,442 32,763 SH   DFND 1 32,763 0 0
LAM RESEARCH CORP COM 512807108 809 2,500 SH   DFND 2 2,500 0 0
LEMAITRE VASCULAR INC COM 525558201 594 22,500 SH   SOLE   22,500 0 0
LIMELIGHT NETWORKS INC COM 53261M104 8,464 1,150,000 SH   DFND 3 1,150,000 0 0
MAXLINEAR INC COM 57776J100 9,657 450,000 SH   DFND 3 450,000 0 0
MEDTRONIC PLC SHS G5960L103 2,017 22,000 SH   DFND 2 22,000 0 0
MEDTRONIC PLC SHS G5960L103 767 8,365 SH   SOLE   8,365 0 0
MEDTRONIC PLC SHS G5960L103 2,159 23,541 SH   DFND 1 23,541 0 0
MIMECAST LTD ORD SHS G14838109 6,249 150,000 SH   DFND 3 150,000 0 0
MKS INSTRS INC COM 55306N104 2,831 25,000 SH   DFND 1 25,000 0 0
MKS INSTRS INC COM 55306N104 2,548 22,500 SH   DFND 2 22,500 0 0
MKS INSTRS INC COM 55306N104 4,303 38,000 SH   SOLE   38,000 0 0
NATIONAL INSTRS CORP COM 636518102 174 4,500 SH   SOLE   4,500 0 0
NATIONAL INSTRS CORP COM 636518102 735 19,000 SH   DFND 2 19,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 922 143,400 SH   DFND 1 143,400 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 206 32,000 SH   DFND 2 32,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 1,157 180,000 SH   DFND 3 180,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 248 38,600 SH   SOLE   38,600 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,410 50,000 SH   DFND 2 50,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 4,144 86,000 SH   SOLE   86,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 4,433 92,000 SH   DFND 1 92,000 0 0
OIL DRI CORP AMER COM 677864100 503 14,500 SH   DFND 2 14,500 0 0
OIL DRI CORP AMER COM 677864100 1,371 39,500 SH   SOLE   39,500 0 0
OMNICELL COM COM 68213N109 212 3,000 SH   SOLE   3,000 0 0
PARSONS CORPORATION COM 70202L102 3,262 90,000 SH   DFND 3 90,000 0 0
PARSONS CORPORATION COM 70202L102 326 9,000 SH   SOLE   9,000 0 0
PARSONS CORPORATION COM 70202L102 509 14,050 SH   DFND 2 14,050 0 0
PDF SOLUTIONS INC COM 693282105 2,370 121,150 SH   DFND 1 121,150 0 0
PDF SOLUTIONS INC COM 693282105 9,047 462,500 SH   DFND 2 462,500 0 0
PDF SOLUTIONS INC COM 693282105 1,467 75,000 SH   DFND 3 75,000 0 0
PDF SOLUTIONS INC COM 693282105 7,440 380,350 SH   SOLE   380,350 0 0
PHOTRONICS INC COM 719405102 1,119 100,500 SH   DFND 2 100,500 0 0
PHOTRONICS INC COM 719405102 4,730 425,000 SH   DFND 3 425,000 0 0
PHOTRONICS INC COM 719405102 557 50,000 SH   SOLE   50,000 0 0
PHOTRONICS INC COM 719405102 1,319 118,500 SH   DFND 1 118,500 0 0
PLURALSIGHT INC COM CL A 72941B106 5,866 325,000 SH   DFND 3 325,000 0 0
PURE STORAGE INC CL A 74624M102 5,546 320,000 SH   DFND 3 320,000 0 0
PURE STORAGE INC CL A 74624M102 520 30,000 SH   DFND 2 30,000 0 0
Q2 HLDGS INC COM 74736L109 686 8,000 SH   SOLE   8,000 0 0
Q2 HLDGS INC COM 74736L109 1,480 17,250 SH   DFND 2 17,250 0 0
QUEST DIAGNOSTICS INC COM 74834L100 399 3,500 SH   DFND 2 3,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 199 1,750 SH   SOLE   1,750 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 234 20,000 SH   SOLE   20,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 117 10,000 SH   DFND 1 10,000 0 0
SIENTRA INC COM 82621J105 581 150,000 SH   DFND 3 150,000 0 0
SITIME CORP COM 82982T106 237 5,000 SH   SOLE   5,000 0 0
SITIME CORP COM 82982T106 711 15,000 SH   DFND 2 15,000 0 0
SOUTHWEST AIRLS CO COM 844741108 827 24,200 SH   DFND 1 24,200 0 0
SOUTHWEST AIRLS CO COM 844741108 369 10,800 SH   SOLE   10,800 0 0
SUPER MICRO COMPUTER INC COM 86800U104 3,904 137,500 SH   DFND 2 137,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104 5,678 200,000 SH   DFND 3 200,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 4,180 147,250 SH   SOLE   147,250 0 0
SUPER MICRO COMPUTER INC COM 86800U104 6,303 222,000 SH   DFND 1 222,000 0 0
SURO CAPITAL CORP COM NEW 86887Q109 701 82,762 SH   SOLE   82,762 0 0
SURO CAPITAL CORP COM NEW 86887Q109 2,702 318,997 SH   DFND 1 318,997 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 511 9,000 SH   DFND 2 9,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 426 7,500 SH   SOLE   7,500 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 1,920 90,000 SH   SOLE   90,000 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 5,575 261,392 SH   DFND 1 261,392 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 1,976 110,000 SH   SOLE   110,000 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 6,825 380,000 SH   DFND 1 380,000 0 0
THE TRADE DESK INC COM CL A 88339J105 2,033 5,000 SH   DFND 2 5,000 0 0
THE TRADE DESK INC COM CL A 88339J105 488 1,200 SH   SOLE   1,200 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,783 27,000 SH   DFND 2 27,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,247 20,000 SH   DFND 1 20,000 0 0
TRANSCAT INC COM 893529107 349 13,500 SH   SOLE   13,500 0 0
TTM TECHNOLOGIES INC COM 87305R109 89 7,500 SH   SOLE   7,500 0 0
TTM TECHNOLOGIES INC COM 87305R109 89 7,500 SH   DFND 1 7,500 0 0
UGI CORP NEW COM 902681105 318 10,000 SH   SOLE   10,000 0 0
VEECO INSTRS INC DEL COM 922417100 459 34,000 SH   DFND 2 34,000 0 0
VEECO INSTRS INC DEL COM 922417100 1,709 126,700 SH   DFND 3 126,700 0 0
VEECO INSTRS INC DEL COM 922417100 190 14,064 SH   SOLE   14,064 0 0
VEECO INSTRS INC DEL COM 922417100 353 26,200 SH   DFND 1 26,200 0 0
VIASAT INC COM 92552V100 3,630 94,600 SH   DFND 1 94,600 0 0
VIASAT INC COM 92552V100 748 19,500 SH   DFND 2 19,500 0 0
VIASAT INC COM 92552V100 4,988 130,000 SH   DFND 3 130,000 0 0
VIASAT INC COM 92552V100 1,055 27,500 SH   SOLE   27,500 0 0
VICOR CORP COM 925815102 5,216 72,500 SH   DFND 2 72,500 0 0
VICOR CORP COM 925815102 360 5,000 SH   DFND 3 5,000 0 0
VICOR CORP COM 925815102 8,094 112,500 SH   SOLE   112,500 0 0
VICOR CORP COM 925815102 3,677 51,100 SH   DFND 1 51,100 0 0
VIEWRAY INC COM 92672L107 2,128 950,000 SH   DFND 3 950,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 916 60,000 SH   DFND 2 60,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,291 150,000 SH   DFND 3 150,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 4,547 185,000 SH   DFND 3 185,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 369 15,000 SH   SOLE   15,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 369 15,000 SH   DFND 2 15,000 0 0
VONAGE HLDGS CORP COM 92886T201 3,018 300,000 SH   DFND 3 300,000 0 0
VOYAGER THERAPEUTICS INC COM 92915B106 1,136 90,000 SH   DFND 3 90,000 0 0
WABTEC COM 929740108 288 5,000 SH   DFND 2 5,000 0 0
WABTEC COM 929740108 1,468 25,500 SH   SOLE   25,500 0 0
WABTEC COM 929740108 2,303 40,000 SH   DFND 1 40,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 196 4,500 SH   DFND 2 4,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 98 2,250 SH   SOLE   2,250 0 0
ZUORA INC COM CL A 98983V106 344 27,000 SH   DFND 2 27,000 0 0
ZUORA INC COM CL A 98983V106 2,289 179,500 SH   DFND 3 179,500 0 0
ZUORA INC COM CL A 98983V106 127 9,950 SH   SOLE   9,950 0 0
ZUORA INC COM CL A 98983V106 428 33,550 SH   DFND 1 33,550 0 0