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 6,295 500,000 SH   DFND 3 500,000 0 0
ACV AUCTIONS INC COM CL A 00091G104 1,518 102,500 SH   DFND 3 102,500 0 0
ACV AUCTIONS INC COM CL A 00091G104 1,481 100,000 SH   DFND 4 100,000 0 0
ACV AUCTIONS INC COM CL A 00091G104 1,481 100,000 SH   DFND 2 100,000 0 0
ADAMS RES & ENERGY INC COM NEW 006351308 213 5,545 SH   DFND 4 5,545 0 0
ADTRAN INC COM 00738A106 2,306 125,000 SH   DFND 1 125,000 0 0
ADTRAN INC COM 00738A106 2,399 130,000 SH   DFND 2 130,000 0 0
ADTRAN INC COM 00738A106 4,483 243,000 SH   DFND 3 243,000 0 0
ADTRAN INC COM 00738A106 1,292 70,000 SH   DFND 4 70,000 0 0
ADTRAN INC COM 00738A106 923 50,000 SH   SOLE   50,000 0 0
ADVANCED ENERGY INDS COM 007973100 6,886 80,000 SH   DFND 3 80,000 0 0
AIR LEASE CORP CL A 00912X302 335 7,500 SH   DFND 2 7,500 0 0
AIR LEASE CORP CL A 00912X302 900 20,150 SH   SOLE   20,150 0 0
AIR LEASE CORP CL A 00912X302 1,110 24,850 SH   DFND 1 24,850 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 4,000 33,500 SH   DFND 2 33,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,731 14,500 SH   DFND 4 14,500 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 6,175 950,000 SH   DFND 3 950,000 0 0
ALLBIRDS INC COM CL A 01675A109 391 65,000 SH   DFND 4 65,000 0 0
ALLBIRDS INC COM CL A 01675A109 376 62,500 SH   DFND 2 62,500 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 426 15,000 SH   DFND 2 15,000 0 0
ALPHA PRO TECH LTD COM 020772109 735 175,000 SH   DFND 4 175,000 0 0
ALPHABET INC CAP STK CL A 02079K305 695 250 SH   DFND 2 250 0 0
ALTAIR ENGR INC COM CL A 021369103 644 10,000 SH   DFND 4 10,000 0 0
ALTERYX INC COM CL A 02156B103 2,504 35,000 SH   DFND 2 35,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 565 2,250 SH   DFND 4 2,250 0 0
AMERICAN TOWER CORP NEW COM 03027X100 628 2,500 SH   DFND 2 2,500 0 0
ANALOG DEVICES INC COM 032654105 1,652 10,000 SH   DFND 2 10,000 0 0
APPLE INC COM 037833100 5,151 29,500 SH   DFND 4 29,500 0 0
APPLE INC COM 037833100 1,833 10,500 SH   DFND 2 10,500 0 0
APPLIED MATLS INC COM 038222105 1,186 9,000 SH   DFND 2 9,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 354 40,000 SH   DFND 2 40,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 1,063 120,000 SH   DFND 3 120,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 399 45,000 SH   DFND 4 45,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,002 1,500 SH   DFND 2 1,500 0 0
ASPEN AEROGELS INC COM 04523Y105 12,654 367,000 SH   DFND 2 367,000 0 0
ASPEN AEROGELS INC COM 04523Y105 2,414 70,000 SH   DFND 3 70,000 0 0
ASPEN AEROGELS INC COM 04523Y105 7,137 207,000 SH   DFND 4 207,000 0 0
ASPEN AEROGELS INC COM 04523Y105 121 3,500 SH   SOLE   3,500 0 0
ASPEN AEROGELS INC COM 04523Y105 483 14,000 SH   DFND 1 14,000 0 0
AVROBIO INC COM 05455M100 14 10,513 SH   DFND 4 10,513 0 0
AXT INC COM 00246W103 7,722 1,100,000 SH   DFND 3 1,100,000 0 0
AXT INC COM 00246W103 702 100,000 SH   DFND 4 100,000 0 0
AXT INC COM 00246W103 2,808 400,000 SH   DFND 2 400,000 0 0
BECTON DICKINSON & CO COM 075887109 5,054 19,000 SH   DFND 2 19,000 0 0
BENEFITFOCUS INC COM 08180D106 14,947 1,184,428 SH   DFND 3 1,184,428 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 134 6,136 SH   DFND 1 6,136 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 1,315 60,000 SH   DFND 2 60,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 6,463 295,000 SH   DFND 3 295,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 329 15,000 SH   DFND 4 15,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 38 1,726 SH   SOLE   1,726 0 0
BOEING CO COM 097023105 958 5,000 SH   SOLE   5,000 0 0
BOEING CO COM 097023105 3,830 20,000 SH   DFND 1 20,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 332 2,500 SH   DFND 4 2,500 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 199 1,500 SH   DFND 2 1,500 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 759 13,424 SH   SOLE   13,424 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,859 32,870 SH   DFND 1 32,870 0 0
BRUKER CORP COM 116794108 322 5,000 SH   DFND 2 5,000 0 0
BRUKER CORP COM 116794108 1,190 18,500 SH   DFND 4 18,500 0 0
CAMBIUM NETWORKS CORP SHS G17766109 2,100 88,850 SH   DFND 2 88,850 0 0
CAMBIUM NETWORKS CORP SHS G17766109 5,591 236,500 SH   DFND 3 236,500 0 0
CAMBIUM NETWORKS CORP SHS G17766109 968 40,950 SH   DFND 4 40,950 0 0
CAMBIUM NETWORKS CORP SHS G17766109 434 18,350 SH   SOLE   18,350 0 0
CAMBIUM NETWORKS CORP SHS G17766109 1,242 52,550 SH   DFND 1 52,550 0 0
CARMAX INC COM 143130102 1,881 19,500 SH   DFND 4 19,500 0 0
CARMAX INC COM 143130102 6,754 70,000 SH   DFND 2 70,000 0 0
CHANNELADVISOR CORP COM 159179100 580 35,000 SH   DFND 2 35,000 0 0
CHANNELADVISOR CORP COM 159179100 321 19,350 SH   DFND 4 19,350 0 0
CHEVRON CORP NEW COM 166764100 651 4,000 SH   SOLE   4,000 0 0
CHEVRON CORP NEW COM 166764100 814 5,000 SH   DFND 2 5,000 0 0
CLEAN HARBORS INC COM 184496107 1,195 10,700 SH   DFND 2 10,700 0 0
CLEAN HARBORS INC COM 184496107 1,195 10,700 SH   DFND 4 10,700 0 0
CLEAN HARBORS INC COM 184496107 223 2,000 SH   SOLE   2,000 0 0
CLEAN HARBORS INC COM 184496107 614 5,500 SH   DFND 1 5,500 0 0
COHU INC COM 192576106 4,440 150,000 SH   DFND 3 150,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 665 3,500 SH   DFND 2 3,500 0 0
COMCAST CORP NEW CL A 20030N101 4,869 104,000 SH   DFND 2 104,000 0 0
COMCAST CORP NEW CL A 20030N101 9,364 200,000 SH   DFND 1 200,000 0 0
CORNING INC COM 219350105 1,200 32,500 SH   DFND 2 32,500 0 0
COUPA SOFTWARE INC COM 22266L106 254 2,500 SH   DFND 2 2,500 0 0
CRA INTL INC COM 12618T105 1,685 20,000 SH   DFND 4 20,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 1,030 29,500 SH   DFND 4 29,500 0 0
CRYOPORT INC COM PAR $0.001 229050307 1,484 42,500 SH   DFND 2 42,500 0 0
DATADOG INC CL A COM 23804L103 227 1,500 SH   DFND 2 1,500 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 221 10,000 SH   DFND 2 10,000 0 0
EDUCATIONAL DEV CORP COM 281479105 1,124 145,000 SH   DFND 4 145,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 4,978 70,000 SH   DFND 1 70,000 0 0
ENTEGRIS INC COM 29362U104 13,257 101,000 SH   DFND 2 101,000 0 0
ENTEGRIS INC COM 29362U104 8,204 62,500 SH   DFND 4 62,500 0 0
ENTEGRIS INC COM 29362U104 3,282 25,000 SH   SOLE   25,000 0 0
ENTEGRIS INC COM 29362U104 9,845 75,000 SH   DFND 1 75,000 0 0
EQUINIX INC COM 29444U700 1,483 2,000 SH   DFND 4 2,000 0 0
FARO TECHNOLOGIES INC COM 311642102 389 7,500 SH   DFND 2 7,500 0 0
FLUIDIGM CORP DEL COM 34385P108 144 40,000 SH   DFND 2 40,000 0 0
FLUIDIGM CORP DEL COM 34385P108 13,189 3,673,903 SH   DFND 3 3,673,903 0 0
FLUIDIGM CORP DEL COM 34385P108 180 50,000 SH   DFND 4 50,000 0 0
FLUIDIGM CORP DEL COM 34385P108 11 3,135 SH   SOLE   3,135 0 0
FLUIDIGM CORP DEL COM 34385P108 41 11,300 SH   DFND 1 11,300 0 0
FORMFACTOR INC COM 346375108 9,457 225,000 SH   DFND 1 225,000 0 0
FORMFACTOR INC COM 346375108 5,359 127,500 SH   DFND 2 127,500 0 0
FORMFACTOR INC COM 346375108 9,247 220,000 SH   DFND 3 220,000 0 0
FORMFACTOR INC COM 346375108 946 22,500 SH   DFND 4 22,500 0 0
FORMFACTOR INC COM 346375108 2,102 50,000 SH   SOLE   50,000 0 0
FREQUENCY ELECTRS INC COM 358010106 938 107,850 SH   SOLE   107,850 0 0
FREQUENCY ELECTRS INC COM 358010106 4,959 570,000 SH   DFND 3 570,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109 608 80,000 SH   DFND 2 80,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109 418 55,000 SH   DFND 4 55,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109 38 5,000 SH   SOLE   5,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109 152 20,000 SH   DFND 1 20,000 0 0
GILEAD SCIENCES INC COM 375558103 2,735 46,000 SH   DFND 1 46,000 0 0
GILEAD SCIENCES INC COM 375558103 2,437 41,000 SH   DFND 2 41,000 0 0
GILEAD SCIENCES INC COM 375558103 773 13,000 SH   SOLE   13,000 0 0
GSE SYS INC COM 36227K106 3,120 1,500,000 SH   DFND 4 1,500,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 394 20,000 SH   SOLE   20,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 1,576 80,000 SH   DFND 1 80,000 0 0
HEICO CORP NEW COM 422806109 5,389 35,100 SH   DFND 3 35,100 0 0
HONEYWELL INTL INC COM 438516106 486 2,500 SH   DFND 2 2,500 0 0
HONEYWELL INTL INC COM 438516106 4,670 24,000 SH   DFND 1 24,000 0 0
IHS HOLDING LIMITED ORD SHS G4701H109 128 11,572 SH   DFND 2 11,572 0 0
II-VI INC COM 902104108 2,175 30,000 SH   DFND 2 30,000 0 0
II-VI INC COM 902104108 9,424 130,000 SH   DFND 3 130,000 0 0
II-VI INC COM 902104108 2,175 30,000 SH   SOLE   30,000 0 0
II-VI INC COM 902104108 8,336 115,000 SH   DFND 1 115,000 0 0
INFINERA CORP COM 45667G103 9,537 1,100,000 SH   DFND 3 1,100,000 0 0
INOGEN INC COM 45780L104 866 26,700 SH   DFND 3 26,700 0 0
INTEVAC INC COM 461148108 257 48,100 SH   DFND 1 48,100 0 0
INTEVAC INC COM 461148108 1,464 273,600 SH   DFND 2 273,600 0 0
INTEVAC INC COM 461148108 9,210 1,721,450 SH   DFND 3 1,721,450 0 0
INTEVAC INC COM 461148108 589 110,000 SH   DFND 4 110,000 0 0
INTEVAC INC COM 461148108 104 19,350 SH   SOLE   19,350 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 407 25,000 SH   SOLE   25,000 0 0
KLA CORP COM NEW 482480100 1,830 5,000 SH   SOLE   5,000 0 0
KLA CORP COM NEW 482480100 5,491 15,000 SH   DFND 1 15,000 0 0
KVH INDS INC COM 482738101 842 92,500 SH   DFND 1 92,500 0 0
KVH INDS INC COM 482738101 4,550 500,000 SH   DFND 2 500,000 0 0
KVH INDS INC COM 482738101 4,095 450,000 SH   DFND 3 450,000 0 0
KVH INDS INC COM 482738101 5,915 650,000 SH   DFND 4 650,000 0 0
KVH INDS INC COM 482738101 978 107,500 SH   SOLE   107,500 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,966 11,250 SH   DFND 2 11,250 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,373 9,000 SH   DFND 4 9,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,318 5,000 SH   SOLE   5,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 8,638 32,763 SH   DFND 1 32,763 0 0
LAM RESEARCH CORP COM 512807108 1,344 2,500 SH   DFND 2 2,500 0 0
LEMAITRE VASCULAR INC COM 525558201 953 20,500 SH   DFND 4 20,500 0 0
LIMELIGHT NETWORKS INC COM 53261M104 4,437 850,000 SH   DFND 3 850,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 896 12,500 SH   DFND 2 12,500 0 0
MATRIX SVC CO COM 576853105 103 12,500 SH   DFND 4 12,500 0 0
MEDTRONIC PLC SHS G5960L103 2,219 20,000 SH   DFND 2 20,000 0 0
MEDTRONIC PLC SHS G5960L103 832 7,500 SH   SOLE   7,500 0 0
MEDTRONIC PLC SHS G5960L103 2,612 23,541 SH   DFND 1 23,541 0 0
MKS INSTRS INC COM 55306N104 5,250 35,000 SH   DFND 1 35,000 0 0
MKS INSTRS INC COM 55306N104 3,750 25,000 SH   DFND 2 25,000 0 0
MKS INSTRS INC COM 55306N104 6,000 40,000 SH   DFND 3 40,000 0 0
MKS INSTRS INC COM 55306N104 3,300 22,000 SH   DFND 4 22,000 0 0
MKS INSTRS INC COM 55306N104 2,250 15,000 SH   SOLE   15,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 244 20,000 SH   DFND 2 20,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 813 66,600 SH   SOLE   66,600 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 2,679 219,400 SH   DFND 1 219,400 0 0
NEENAH INC COM 640079109 992 25,000 SH   DFND 4 25,000 0 0
NEOPHOTONICS CORP COM 64051T100 1,977 130,000 SH   DFND 1 130,000 0 0
NEOPHOTONICS CORP COM 64051T100 951 62,500 SH   DFND 2 62,500 0 0
NEOPHOTONICS CORP COM 64051T100 684 45,000 SH   DFND 4 45,000 0 0
NEOPHOTONICS CORP COM 64051T100 799 52,500 SH   SOLE   52,500 0 0
NLIGHT INC COM 65487K100 7,638 440,500 SH   DFND 3 440,500 0 0
NOVA LTD COM M7516K103 5,172 47,500 SH   DFND 2 47,500 0 0
NOVA LTD COM M7516K103 6,533 60,000 SH   DFND 4 60,000 0 0
NOVA LTD COM M7516K103 2,178 20,000 SH   SOLE   20,000 0 0
NOVA LTD COM M7516K103 7,622 70,000 SH   DFND 1 70,000 0 0
OIL DRI CORP AMER COM 677864100 1,289 45,000 SH   DFND 4 45,000 0 0
OMNICELL COM COM 68213N109 376 2,900 SH   DFND 4 2,900 0 0
PARSONS CORP DEL COM 70202L102 2,999 77,500 SH   DFND 2 77,500 0 0
PARSONS CORP DEL COM 70202L102 3,193 82,500 SH   DFND 4 82,500 0 0
PARSONS CORP DEL COM 70202L102 484 12,500 SH   SOLE   12,500 0 0
PARSONS CORP DEL COM 70202L102 1,451 37,500 SH   DFND 1 37,500 0 0
PDF SOLUTIONS INC COM 693282105 1,324 47,500 SH   DFND 1 47,500 0 0
PDF SOLUTIONS INC COM 693282105 11,360 407,600 SH   DFND 2 407,600 0 0
PDF SOLUTIONS INC COM 693282105 1,553 55,731 SH   DFND 3 55,731 0 0
PDF SOLUTIONS INC COM 693282105 9,448 339,000 SH   DFND 4 339,000 0 0
PDF SOLUTIONS INC COM 693282105 488 17,500 SH   SOLE   17,500 0 0
PHOTRONICS INC COM 719405102 1,830 107,850 SH   DFND 2 107,850 0 0
PHOTRONICS INC COM 719405102 594 35,000 SH   DFND 4 35,000 0 0
PHOTRONICS INC COM 719405102 891 52,500 SH   SOLE   52,500 0 0
PHOTRONICS INC COM 719405102 2,719 160,200 SH   DFND 1 160,200 0 0
Q2 HLDGS INC COM 74736L109 493 8,000 SH   DFND 4 8,000 0 0
Q2 HLDGS INC COM 74736L109 1,017 16,500 SH   DFND 2 16,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 753 5,500 SH   DFND 2 5,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 547 4,000 SH   DFND 4 4,000 0 0
SEMRUSH HLDGS INC CL A COM 81686C104 51 4,275 SH   SOLE   4,275 0 0
SEMRUSH HLDGS INC CL A COM 81686C104 167 13,958 SH   DFND 1 13,958 0 0
SHARPS COMPLIANCE CORP COM 820017101 2,242 380,000 SH   DFND 4 380,000 0 0
SIENTRA INC COM 82621J105 89 40,000 SH   DFND 4 40,000 0 0
SIENTRA INC COM 82621J105 4,875 2,195,850 SH   DFND 3 2,195,850 0 0
SITIME CORP COM 82982T106 3,098 12,500 SH   DFND 2 12,500 0 0
SITIME CORP COM 82982T106 1,239 5,000 SH   DFND 4 5,000 0 0
SKYWATER TECHNOLOGY INC COM 83089J108 1,625 150,000 SH   DFND 3 150,000 0 0
SKYWATER TECHNOLOGY INC COM 83089J108 325 30,000 SH   DFND 4 30,000 0 0
SKYWATER TECHNOLOGY INC COM 83089J108 247 22,850 SH   DFND 2 22,850 0 0
SMITH MIDLAND CORP COM 832156103 2,593 146,100 SH   DFND 4 146,100 0 0
SOUTHWEST AIRLS CO COM 844741108 266 5,800 SH   SOLE   5,800 0 0
SOUTHWEST AIRLS CO COM 844741108 650 14,200 SH   DFND 1 14,200 0 0
SUMO LOGIC INC COM 86646P103 875 75,000 SH   DFND 1 75,000 0 0
SUMO LOGIC INC COM 86646P103 584 50,000 SH   DFND 2 50,000 0 0
SUMO LOGIC INC COM 86646P103 3,822 327,500 SH   DFND 3 327,500 0 0
SUMO LOGIC INC COM 86646P103 292 25,000 SH   SOLE   25,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 3,046 80,000 SH   DFND 2 80,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 2,475 65,000 SH   DFND 4 65,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 1,904 50,000 SH   SOLE   50,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 6,662 175,000 SH   DFND 1 175,000 0 0
SURO CAPITAL CORP COM NEW 86887Q109 839 97,256 SH   SOLE   97,256 0 0
SURO CAPITAL CORP COM NEW 86887Q109 3,135 363,258 SH   DFND 1 363,258 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 938 9,000 SH   DFND 2 9,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 782 7,500 SH   DFND 4 7,500 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 1,751 84,300 SH   SOLE   84,300 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 5,203 250,500 SH   DFND 1 250,500 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 1,654 100,000 SH   SOLE   100,000 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 5,789 350,000 SH   DFND 1 350,000 0 0
TELOS CORP MD COM 87969B101 11,964 1,200,000 SH   DFND 3 1,200,000 0 0
TELOS CORP MD COM 87969B101 1,240 124,400 SH   DFND 4 124,400 0 0
TELOS CORP MD COM 87969B101 2,991 300,000 SH   DFND 2 300,000 0 0
TERADYNE INC COM 880770102 296 2,500 SH   DFND 2 2,500 0 0
TERADYNE INC COM 880770102 296 2,500 SH   DFND 4 2,500 0 0
THE TRADE DESK INC COM CL A 88339J105 831 12,000 SH   DFND 4 12,000 0 0
THE TRADE DESK INC COM CL A 88339J105 3,289 47,500 SH   DFND 2 47,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,813 20,000 SH   DFND 2 20,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,632 18,000 SH   DFND 1 18,000 0 0
THERMON GROUP HLDGS INC COM 88362T103 1,539 95,000 SH   DFND 4 95,000 0 0
THREDUP INC CL A 88556E102 955 124,000 SH   DFND 4 124,000 0 0
TRANSCAT INC COM 893529107 1,420 17,500 SH   DFND 4 17,500 0 0
TTM TECHNOLOGIES INC COM 87305R109 342 23,100 SH   DFND 1 23,100 0 0
TTM TECHNOLOGIES INC COM 87305R109 178 12,000 SH   SOLE   12,000 0 0
UGI CORP NEW COM 902681105 724 20,000 SH   SOLE   20,000 0 0
UNISYS CORP COM NEW 909214306 1,729 80,000 SH   DFND 4 80,000 0 0
UPLAND SOFTWARE INC COM 91544A109 1,233 70,000 SH   DFND 3 70,000 0 0
VACASA INC CLASS A COM 91854V107 1,753 211,950 SH   DFND 4 211,950 0 0
VACASA INC CLASS A COM 91854V107 1,339 161,950 SH   DFND 2 161,950 0 0
VEECO INSTRS INC DEL COM 922417100 1,767 65,000 SH   DFND 1 65,000 0 0
VEECO INSTRS INC DEL COM 922417100 952 35,000 SH   DFND 2 35,000 0 0
VEECO INSTRS INC DEL COM 922417100 7,069 260,000 SH   DFND 3 260,000 0 0
VEECO INSTRS INC DEL COM 922417100 680 25,000 SH   DFND 4 25,000 0 0
VEECO INSTRS INC DEL COM 922417100 612 22,500 SH   SOLE   22,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,618 187,000 SH   DFND 4 187,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 116 8,250 SH   SOLE   8,250 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 410 29,250 SH   DFND 1 29,250 0 0
VIA OPTRONICS AG SPONSORED ADS 91823Y109 880 110,000 SH   DFND 4 110,000 0 0
VIASAT INC COM 92552V100 4,397 90,100 SH   DFND 1 90,100 0 0
VIASAT INC COM 92552V100 610 12,500 SH   DFND 2 12,500 0 0
VIASAT INC COM 92552V100 1,342 27,500 SH   SOLE   27,500 0 0
VICOR CORP COM 925815102 5,185 73,500 SH   DFND 2 73,500 0 0
VICOR CORP COM 925815102 3,654 51,800 SH   DFND 3 51,800 0 0
VICOR CORP COM 925815102 6,205 87,950 SH   DFND 4 87,950 0 0
VICOR CORP COM 925815102 1,940 27,500 SH   SOLE   27,500 0 0
VICOR CORP COM 925815102 3,528 50,000 SH   DFND 1 50,000 0 0
VIEWRAY INC COM 92672L107 568 144,780 SH   DFND 2 144,780 0 0
VIEWRAY INC COM 92672L107 9,240 2,357,220 SH   DFND 3 2,357,220 0 0
VIEWRAY INC COM 92672L107 49 12,500 SH   DFND 4 12,500 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 5,880 300,000 SH   DFND 3 300,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,295 66,050 SH   DFND 2 66,050 0 0
VISHAY PRECISION GROUP INC COM 92835K103 3,456 107,497 SH   DFND 3 107,497 0 0
VISHAY PRECISION GROUP INC COM 92835K103 3,328 103,500 SH   DFND 4 103,500 0 0
VISHAY PRECISION GROUP INC COM 92835K103 656 20,400 SH   DFND 2 20,400 0 0
WABTEC COM 929740108 3,847 40,000 SH   DFND 1 40,000 0 0
WABTEC COM 929740108 289 3,000 SH   DFND 4 3,000 0 0
WABTEC COM 929740108 1,971 20,500 SH   SOLE   20,500 0 0
WESTERN DIGITAL CORP. COM 958102105 497 10,000 SH   DFND 3 10,000 0 0
WESTERN DIGITAL CORP. COM 958102105 124 2,500 SH   DFND 2 2,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 140 2,250 SH   DFND 4 2,250 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 219 3,500 SH   DFND 2 3,500 0 0
YEXT INC COM 98585N106 6,339 920,000 SH   DFND 3 920,000 0 0
ZUORA INC COM CL A 98983V106 3,745 250,000 SH   DFND 3 250,000 0 0