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
ADVANCE AUTO PARTS INC COM 00751Y106 11,914 146,776 SH   DFND 1,2 146,776 0 0
ALTERA CORP COM 021441100 259,282 7,859,400 SH   DFND 1,2 7,859,400 0 0
AMDOCS LTD ORD G02602103 14,197 382,779 SH   DFND 1,2 382,779 0 0
AUTODESK INC COM 052769106 2,546 75,000 SH   DFND 1,2 75,000 0 0
AXIALL CORP COM 05463D100 21,037 494,062 SH   DFND 1,2 494,062 0 0
BRUNSWICK CORP COM 117043109 3,067 96,000 SH   DFND 1,2 96,000 0 0
CAVIUM INC COM 14964U108 12,910 365,000 SH   DFND 1,2 365,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 21,642 59,400 SH   DFND 1,2 59,400 0 0
COMSCORE INC COM 20564W105 88,356 3,622,616 SH   DFND 1,2 3,622,616 0 0
DARDEN RESTAURANTS INC COM 237194105 13,321 263,890 SH   DFND 1,2 263,890 0 0
DECKERS OUTDOOR CORP COM 243537107 3,586 71,000 SH   DFND 1,2 71,000 0 0
DINEEQUITY INC COM 254423106 4,839 70,265 SH   DFND 1,2 70,265 0 0
DISH NETWORK CORP CL A 25470M109 46,999 1,105,334 SH   DFND 1,2 1,105,334 0 0
DOLLAR TREE INC COM 256746108 16,320 321,000 SH   DFND 1,2 321,000 0 0
E M C CORP MASS COM 268648102 233,412 9,881,972 SH   DFND 1,2 9,881,972 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 40,832 1,443,349 SH   DFND 1,2 1,443,349 0 0
EQUINIX INC COM NEW 29444U502 79,792 431,960 SH   DFND 1,2 431,960 0 0
F5 NETWORKS INC COM 315616102 33,268 483,550 SH   DFND 1,2 483,550 0 0
FORTINET INC COM 34959E109 2,100 120,000 SH   DFND 1,2 120,000 0 0
GENERAL CABLE CORP DEL NEW COM 369300108 148,813 4,839,452 SH   DFND 1,2 4,839,452 0 0
GIGAMON INC COM 37518B102 1,378 50,000 SH   DFND 1,2 50,000 0 0
GOOGLE INC CL A 38259P508 111,108 126,206 SH   DFND 1,2 126,206 0 0
GREEN PLAINS RENEWABLE ENERG COM 393222104 28,037 2,104,847 SH   DFND 1,2 2,104,847 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 5,350 100,000 SH   DFND 1,2 100,000 0 0
INFORMATICA CORP COM 45666Q102 97,566 2,789,194 SH   DFND 1,2 2,789,194 0 0
KEMET CORP COM NEW 488360207 16,955 4,125,400 SH   DFND 1,2 4,125,400 0 0
LAM RESEARCH CORP COM 512807108 143,668 3,240,147 SH   DFND 1,2 3,240,147 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 28,218 5,565,765 SH   DFND 1,2 5,565,765 0 0
LENNOX INTL INC COM 526107107 6,454 100,000 SH   DFND 1,2 100,000 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 58,046 855,000 SH   DFND 1,2 855,000 0 0
LOGMEIN INC COM 54142L109 90,093 3,683,282 SH   DFND 1,2 3,683,282 0 0
LOWES COS INC COM 548661107 7,117 174,000 SH   DFND 1,2 174,000 0 0
LTX-CREDENCE CORP COM NEW 502403207 3,442 574,682 SH   DFND 1,2 574,682 0 0
MASCO CORP COM 574599106 4,931 253,000 SH   DFND 1,2 253,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 17,986 290,000 SH   DFND 1,2 290,000 0 0
NCR CORP NEW COM 62886E108 203,834 6,178,665 SH   DFND 1,2 6,178,665 0 0
NETAPP INC COM 64110D104 52,371 1,386,206 SH   DFND 1,2 1,386,206 0 0
NETSCOUT SYS INC COM 64115T104 463 19,850 SH   DFND 1,2 19,850 0 0
NICE SYS LTD SPONSORED ADR 653656108 11,276 305,674 SH   DFND 1,2 305,674 0 0
ON SEMICONDUCTOR CORP COM 682189105 86,486 10,703,681 SH   DFND 1,2 10,703,681 0 0
PANDORA MEDIA INC COM 698354107 44,473 2,417,000 SH   DFND 1,2 2,417,000 0 0
PANDORA MEDIA INC COM 698354107 9,200 500,000 SH Put DFND 1,2 500,000 0 0
PMC-SIERRA INC COM 69344F106 171,395 26,970,150 SH   DFND 1,2 26,970,150 0 0
POLYPORE INTL INC COM 73179V103 3,731 92,573 SH   DFND 1,2 92,573 0 0
PRICELINE COM INC COM NEW 741503403 8,267 10,000 SH   DFND 1,2 10,000 0 0
PTC INC COM 69370C100 97,698 3,982,800 SH   DFND 1,2 3,982,800 0 0
QLIK TECHNOLOGIES INC COM 74733T105 16,114 570,000 SH   DFND 1,2 570,000 0 0
QUANTA SVCS INC COM 74762E102 33,075 1,250,000 SH   DFND 1,2 1,250,000 0 0
RADWARE LTD ORD M81873107 54,275 3,935,804 SH   DFND 1,2 3,935,804 0 0
RESEARCH IN MOTION LTD COM 760975102 27,289 2,608,884 SH   DFND 1,2 2,608,884 0 0
RESEARCH IN MOTION LTD COM 760975102 1,569 150,000 SH Put DFND 1,2 150,000 0 0
ROCKWOOD HLDGS INC COM 774415103 86,441 1,350,000 SH   DFND 1,2 1,350,000 0 0
RPX CORP COM 74972G103 18,239 1,085,633 SH   DFND 1,2 1,085,633 0 0
SHERWIN WILLIAMS CO COM 824348106 4,018 22,750 SH   DFND 1,2 22,750 0 0
SHUTTERFLY INC COM 82568P304 3,126 55,912 SH   DFND 1,2 55,912 0 0
SILVER BAY RLTY TR CORP COM 82735Q102 828 50,000 SH   DFND 1,2 50,000 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 80,320 1,105,581 SH   DFND 1,2 1,105,581 0 0
STARBUCKS CORP COM 855244109 3,669 56,000 SH   DFND 1,2 56,000 0 0
STEC INC COM 784774101 6,412 954,150 SH   DFND 1,2 954,150 0 0
STRATASYS LTD SHS M85548101 5,862 70,000 SH   DFND 1,2 70,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,771 50,000 SH   DFND 1,2 50,000 0 0
TERADATA CORP DEL COM 88076W103 4,018 80,000 SH   DFND 1,2 80,000 0 0
TESLA MTRS INC COM 88160R101 75,152 700,000 SH Put DFND 1,2 700,000 0 0
TESLA MTRS INC COM 88160R101 53,680 500,000 SH Put DFND 1,2 500,000 0 0
TESLA MTRS INC COM 88160R101 32,208 300,000 SH Put DFND 1,2 300,000 0 0
THE ADT CORPORATION COM 00101J106 27,895 700,000 SH   DFND 1,2 700,000 0 0
URBAN OUTFITTERS INC COM 917047102 9,130 227,000 SH   DFND 1,2 227,000 0 0
V F CORP COM 918204108 5,937 30,750 SH   DFND 1,2 30,750 0 0
VERINT SYS INC COM 92343X100 95,575 2,694,541 SH   DFND 1,2 2,694,541 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 17,367 345,000 SH   DFND 1,2 345,000 0 0
VIRNETX HLDG CORP COM 92823T108 13,603 680,506 SH   DFND 1,2 680,506 0 0
VIRNETX HLDG CORP COM 92823T108 1,999 100,000 SH Put DFND 1,2 100,000 0 0
VIRNETX HLDG CORP COM 92823T108 22,988 1,150,000 SH Put DFND 1,2 1,150,000 0 0
VIRNETX HLDG CORP COM 92823T108 400 20,000 SH Put DFND 1,2 20,000 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 7,186 250,000 SH   DFND 1,2 250,000 0 0
WESTLAKE CHEM CORP COM 960413102 33,744 350,000 SH Put DFND 1,2 350,000 0 0
WESTLAKE CHEM CORP COM 960413102 19,282 200,000 SH Put DFND 1,2 200,000 0 0
WESTLAKE CHEM CORP COM 960413102 38,564 400,000 SH Put DFND 1,2 400,000 0 0
YAHOO INC COM 984332106 89,588 3,565,000 SH   DFND 1,2 3,565,000 0 0