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
ACTAVIS INC COM 00507K103 23,040 160,000 SH   DFND 1,2 160,000 0 0
ACUITY BRANDS INC COM 00508Y102 4,320 46,950 SH   DFND 1,2 46,950 0 0
AEROPOSTALE COM 007865108 282 30,000 SH Call DFND 1,2 30,000 0 0
ALLOT COMMUNICATIONS LTD SHS M0854Q105 3,151 249,065 SH   DFND 1,2 249,065 0 0
ALTERA CORP COM 021441100 338,336 9,104,853 SH   DFND 1,2 9,104,853 0 0
AUTONATION INC COM 05329W102 7,095 136,000 SH   DFND 1,2 136,000 0 0
BAXTER INTL INC COM 071813109 9,854 150,000 SH   DFND 1,2 150,000 0 0
BIOGEN IDEC INC COM 09062X103 12,038 50,000 SH   DFND 1,2 50,000 0 0
BRUKER CORP COM 116794108 3,098 150,000 SH   DFND 1,2 150,000 0 0
BURGER KING WORLDWIDE INC COM 121220107 3,383 173,300 SH   DFND 1,2 173,300 0 0
CELGENE CORP COM 151020104 24,677 160,100 SH   DFND 1,2 160,100 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 11,125 196,689 SH   DFND 1,2 196,689 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 23,714 55,303 SH   DFND 1,2 55,303 0 0
CINEDIGM DIGITAL CINEMA CORP COM 172407108 256 170,475 SH   DFND 1,2 170,475 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 8,300 200,000 SH   DFND 1,2 200,000 0 0
COMSCORE INC COM 20564W105 94,948 3,277,448 SH   DFND 1,2 3,277,448 0 0
DICKS SPORTING GOODS INC COM 253393102 27,624 517,500 SH   DFND 1,2 517,500 0 0
DISH NETWORK CORP CL A 25470M109 29,846 663,106 SH   DFND 1,2 663,106 0 0
DOLLAR TREE INC COM 256746108 24,550 429,500 SH   DFND 1,2 429,500 0 0
E M C CORP MASS COM 268648102 178,332 6,976,989 SH   DFND 1,2 6,976,989 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 60,512 1,910,088 SH   DFND 1,2 1,910,088 0 0
EQUINIX INC COM NEW 29444U502 177,353 965,710 SH   DFND 1,2 965,710 0 0
F5 NETWORKS INC COM 315616102 74,743 871,050 SH   DFND 1,2 871,050 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 153,653 4,839,452 SH   DFND 1,2 4,839,452 0 0
GENMARK DIAGNOSTICS INC COM 372309104 5,524 455,000 SH   DFND 1,2 455,000 0 0
GILEAD SCIENCES INC COM 375558103 18,861 300,000 SH   DFND 1,2 300,000 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 32,554 1,450,000 SH   DFND 1,2 1,450,000 0 0
GREEN PLAINS RENEWABLE ENERG COM 393222104 45,903 2,860,000 SH   DFND 1,2 2,860,000 0 0
HARLEY DAVIDSON INC COM 412822108 16,959 264,000 SH   DFND 1,2 264,000 0 0
INFORMATICA CORP COM 45666Q102 81,102 2,081,141 SH   DFND 1,2 2,081,141 0 0
INVENSENSE INC COM 46123D205 21,021 1,193,000 SH   DFND 1,2 1,193,000 0 0
INVENSENSE INC COM 46123D205 12,510 710,000 SH Put DFND 1,2 710,000 0 0
INVENSENSE INC COM 46123D205 3,524 200,000 SH Put DFND 1,2 200,000 0 0
KEMET CORP COM NEW 488360207 17,244 4,125,400 SH   DFND 1,2 4,125,400 0 0
LAM RESEARCH CORP COM 512807108 136,477 2,665,564 SH   DFND 1,2 2,665,564 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,599 582,738 SH   DFND 1,2 582,738 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 89,385 1,185,000 SH   DFND 1,2 1,185,000 0 0
LOGMEIN INC COM 54142L109 83,064 2,675,171 SH   DFND 1,2 2,675,171 0 0
LOWES COS INC COM 548661107 7,332 154,000 SH   DFND 1,2 154,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 11,500 1,000,000 SH Put DFND 1,2 1,000,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 15,373 206,300 SH   DFND 1,2 206,300 0 0
MICRON TECHNOLOGY INC COM 595112103 28,737 1,645,000 SH   DFND 1,2 1,645,000 0 0
MOHAWK INDS INC COM 608190104 11,071 85,000 SH   DFND 1,2 85,000 0 0
NCR CORP NEW COM 62886E108 161,162 4,068,720 SH   DFND 1,2 4,068,720 0 0
NETSCOUT SYS INC COM 64115T104 13,970 547,198 SH   DFND 1,2 547,198 0 0
NICE SYS LTD SPONSORED ADR 653656108 4,669 112,851 SH   DFND 1,2 112,851 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 12,608 98,820 SH   DFND 1,2 98,820 0 0
OLIN CORP COM PAR $1 680665205 5,768 250,000 SH   DFND 1,2 250,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 118,511 16,214,388 SH   DFND 1,2 16,214,388 0 0
PALO ALTO NETWORKS INC COM 697435105 3,666 80,000 SH   DFND 1,2 80,000 0 0
PMC-SIERRA INC COM 69344F106 178,542 26,970,150 SH   DFND 1,2 26,970,150 0 0
POLYPORE INTL INC COM 73179V103 3,793 92,573 SH   DFND 1,2 92,573 0 0
PTC INC COM 69370C100 92,586 3,253,200 SH   DFND 1,2 3,253,200 0 0
QLIK TECHNOLOGIES INC COM 74733T105 44,499 1,300,000 SH   DFND 1,2 1,300,000 0 0
QUANTA SVCS INC COM 74762E102 39,890 1,450,000 SH   DFND 1,2 1,450,000 0 0
RADWARE LTD ORD M81873107 55,044 3,945,804 SH   DFND 1,2 3,945,804 0 0
ROCKWOOD HLDGS INC COM 774415103 91,319 1,365,000 SH   DFND 1,2 1,365,000 0 0
ROSS STORES INC COM 778296103 21,913 301,000 SH   DFND 1,2 301,000 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 25,096 655,600 SH   DFND 1,2 655,600 0 0
SHERWIN WILLIAMS CO COM 824348106 23,538 129,200 SH   DFND 1,2 129,200 0 0
SILVER BAY RLTY TR CORP COM 82735Q102 783 50,000 SH   DFND 1,2 50,000 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 82,027 1,315,275 SH   DFND 1,2 1,315,275 0 0
SOHU COM INC COM 83408W103 4,730 60,000 SH   DFND 1,2 60,000 0 0
SONIC CORP COM 835451105 15,944 898,231 SH   DFND 1,2 898,231 0 0
STARBUCKS CORP COM 855244109 4,817 62,587 SH   DFND 1,2 62,587 0 0
SYMANTEC CORP COM 871503108 11,138 450,000 SH   DFND 1,2 450,000 0 0
THE ADT CORPORATION COM 00101J106 94,360 2,320,703 SH   DFND 1,2 2,320,703 0 0
TOLL BROTHERS INC COM 889478103 21,566 665,000 SH   DFND 1,2 665,000 0 0
TRACTOR SUPPLY CO COM 892356106 19,176 285,482 SH   DFND 1,2 285,482 0 0
TRIMBLE NAVIGATION LTD COM 896239100 23,322 785,000 SH   DFND 1,2 785,000 0 0
TUESDAY MORNING CORP COM NEW 899035505 7,197 471,000 SH   DFND 1,2 471,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 20,622 275,000 SH   DFND 1,2 275,000 0 0
UNWIRED PLANET INC NEW COM 91531F103 1,668 964,150 SH   DFND 1,2 964,150 0 0
VERINT SYS INC COM 92343X100 115,766 3,123,741 SH   DFND 1,2 3,123,741 0 0
VIRNETX HLDG CORP COM 92823T108 3,664 179,588 SH   DFND 1,2 179,588 0 0
VIRNETX HLDG CORP COM 92823T108 2,040 100,000 SH Put DFND 1,2 100,000 0 0
VIRNETX HLDG CORP COM 92823T108 23,460 1,150,000 SH Put DFND 1,2 1,150,000 0 0
VIRNETX HLDG CORP COM 92823T108 408 20,000 SH Put DFND 1,2 20,000 0 0
WATERS CORP COM 941848103 21,338 200,902 SH   DFND 1,2 200,902 0 0
YAHOO INC COM 984332106 86,740 2,615,000 SH   DFND 1,2 2,615,000 0 0
ZIMMER HLDGS INC COM 98956P102 20,535 250,000 SH   DFND 1,2 250,000 0 0