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
ACCO BRANDS CORP COM 00081T108 831 100,000 SH   DFND 1 100,000 0 0
ACCO BRANDS CORP COM 00081T108 332 40,000 SH   SOLE   40,000 0 0
ADVANCED PHOTONIX INC CL A 00754E107 133 333,333 SH   SOLE   333,333 0 0
AIR LEASE CORP CL A 00912X302 1,698 45,000 SH   DFND 2 45,000 0 0
AIR LEASE CORP CL A 00912X302 938 24,850 SH   DFND 1 24,850 0 0
AIR LEASE CORP CL A 00912X302 2,459 65,150 SH   SOLE   65,150 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,446 48,500 SH   DFND 2 48,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 5,364 75,500 SH   SOLE   75,500 0 0
AMBER RD INC COM 02318Y108 555 60,000 SH   DFND 2 60,000 0 0
AMBER RD INC COM 02318Y108 169 18,250 SH   DFND 1 18,250 0 0
AMBER RD INC COM 02318Y108 826 89,250 SH   SOLE   89,250 0 0
APPLE INC COM 037833100 2,986 24,000 SH   SOLE   24,000 0 0
APPROACH RESOURCES INC COM 03834A103 242 36,650 SH   DFND 1 36,650 0 0
APPROACH RESOURCES INC COM 03834A103 89 13,550 SH   SOLE   13,550 0 0
ARI NETWORK SVCS INC COM NEW 001930205 51 15,000 SH   SOLE   15,000 0 0
AVID TECHNOLOGY INC COM 05367P100 671 45,000 SH   SOLE   45,000 0 0
BARRACUDA NETWORKS INC COM 068323104 1,078 28,023 SH   DFND 2 28,023 0 0
BARRACUDA NETWORKS INC COM 068323104 1,338 34,790 SH   DFND 1 34,790 0 0
BARRACUDA NETWORKS INC COM 068323104 1,069 27,782 SH   SOLE   27,782 0 0
BECTON DICKINSON & CO COM 075887109 5,959 41,500 SH   DFND 2 41,500 0 0
BECTON DICKINSON & CO COM 075887109 646 4,500 SH   SOLE   4,500 0 0
BLACK DIAMOND INC COM 09202G101 189 20,000 SH   SOLE   20,000 0 0
BOEING CO COM 097023105 10,693 71,250 SH   DFND 1 71,250 0 0
BOEING CO COM 097023105 4,315 28,750 SH   SOLE   28,750 0 0
BORDERFREE INC COM 09970L100 240 40,000 SH   DFND 2 40,000 0 0
BORDERFREE INC COM 09970L100 49 8,168 SH   DFND 1 8,168 0 0
BORDERFREE INC COM 09970L100 258 42,973 SH   SOLE   42,973 0 0
BOTTOMLINE TECH DEL INC COM 101388106 2,025 74,000 SH   SOLE   74,000 0 0
BROADCOM CORP CL A 111320107 216 5,000 SH   DFND 2 5,000 0 0
BROOKS AUTOMATION INC COM 114340102 1,047 90,000 SH   DFND 2 90,000 0 0
BROOKS AUTOMATION INC COM 114340102 1,803 155,000 SH   DFND 1 155,000 0 0
BROOKS AUTOMATION INC COM 114340102 785 67,500 SH   SOLE   67,500 0 0
BRUKER CORP COM 116794108 462 25,000 SH   DFND 2 25,000 0 0
BRUKER CORP COM 116794108 554 30,000 SH   SOLE   30,000 0 0
CARMAX INC COM 143130102 7,764 112,500 SH   DFND 2 112,500 0 0
CARMAX INC COM 143130102 1,553 22,500 SH   SOLE   22,500 0 0
CHANNELADVISOR CORP COM 159179100 170 17,500 SH   SOLE   17,500 0 0
CLEAN HARBORS INC COM 184496107 795 14,000 SH   DFND 2 14,000 0 0
CLEAN HARBORS INC COM 184496107 397 7,000 SH   SOLE   7,000 0 0
COMCAST CORP NEW CL A 20030N101 3,388 60,000 SH   DFND 2 60,000 0 0
COMCAST CORP NEW CL A 20030N101 5,647 100,000 SH   DFND 1 100,000 0 0
CONMED CORP COM 207410101 2,431 48,150 SH   DFND 2 48,150 0 0
CONMED CORP COM 207410101 1,262 25,000 SH   SOLE   25,000 0 0
CONSTANT CONTACT INC COM 210313102 1,719 45,000 SH   SOLE   45,000 0 0
CORIUM INTL INC COM 21887L107 213 32,500 SH   DFND 2 32,500 0 0
CORIUM INTL INC COM 21887L107 177 26,978 SH   DFND 1 26,978 0 0
CORIUM INTL INC COM 21887L107 184 28,130 SH   SOLE   28,130 0 0
CORNING INC COM 219350105 794 35,000 SH   DFND 2 35,000 0 0
CRAWFORD & CO CL A 224633206 453 60,000 SH   SOLE   60,000 0 0
CUTERA INC COM 232109108 1,131 87,500 SH   SOLE   87,500 0 0
DICKS SPORTING GOODS INC COM 253393102 1,368 24,000 SH   DFND 2 24,000 0 0
DICKS SPORTING GOODS INC COM 253393102 570 10,000 SH   SOLE   10,000 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 1,854 300,000 SH   DFND 2 300,000 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 795 128,675 SH   DFND 1 128,675 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 1,607 260,000 SH   SOLE   260,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 2,923 70,000 SH   DFND 2 70,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 4,593 110,000 SH   DFND 1 110,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 3,340 80,000 SH   SOLE   80,000 0 0
EMULEX CORP COM NEW 292475209 910 114,158 SH   DFND 1 114,158 0 0
EMULEX CORP COM NEW 292475209 282 35,384 SH   SOLE   35,384 0 0
ENTEGRIS INC COM 29362U104 2,960 216,250 SH   DFND 2 216,250 0 0
ENTEGRIS INC COM 29362U104 3,149 230,000 SH   DFND 1 230,000 0 0
ENTEGRIS INC COM 29362U104 4,877 356,250 SH   SOLE   356,250 0 0
EQUINIX INC COM PAR $0.001 29444U700 815 3,499 SH   SOLE   3,499 0 0
EXACT SCIENCES CORP COM 30063P105 220 10,000 SH   SOLE   10,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 12,148 140,000 SH   DFND 2 140,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 13,016 150,000 SH   DFND 1 150,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 5,119 59,000 SH   SOLE   59,000 0 0
FEI CO COM 30241L109 1,069 14,000 SH   SOLE   14,000 0 0
FINANCIAL ENGINES INC COM 317485100 2,824 67,500 SH   DFND 2 67,500 0 0
FINANCIAL ENGINES INC COM 317485100 4,183 100,000 SH   DFND 1 100,000 0 0
FINANCIAL ENGINES INC COM 317485100 2,719 65,000 SH   SOLE   65,000 0 0
FORMFACTOR INC COM 346375108 5,899 665,000 SH   DFND 2 665,000 0 0
FORMFACTOR INC COM 346375108 5,971 673,200 SH   DFND 1 673,200 0 0
FORMFACTOR INC COM 346375108 8,118 915,250 SH   SOLE   915,250 0 0
FREQUENCY ELECTRS INC COM 358010106 31 2,200 SH   DFND 2 2,200 0 0
FREQUENCY ELECTRS INC COM 358010106 2,027 145,300 SH   SOLE   145,300 0 0
GILEAD SCIENCES INC COM 375558103 10,426 106,250 SH   DFND 2 106,250 0 0
GILEAD SCIENCES INC COM 375558103 4,514 46,000 SH   DFND 1 46,000 0 0
GILEAD SCIENCES INC COM 375558103 5,593 57,000 SH   SOLE   57,000 0 0
GSE SYS INC COM 36227K106 702 467,760 SH   SOLE   467,760 0 0
GSV CAP CORP COM 36191J101 221 22,500 SH   DFND 2 22,500 0 0
GSV CAP CORP COM 36191J101 1,805 184,150 SH   DFND 1 184,150 0 0
GSV CAP CORP COM 36191J101 802 81,850 SH   SOLE   81,850 0 0
GULFPORT ENERGY CORP COM NEW 402635304 2,456 53,500 SH   DFND 1 53,500 0 0
GULFPORT ENERGY CORP COM NEW 402635304 987 21,500 SH   SOLE   21,500 0 0
HEALTHSOUTH CORP COM NEW 421924309 3,105 70,000 SH   DFND 1 70,000 0 0
HESS CORP COM 42809H107 3,563 52,500 SH   DFND 2 52,500 0 0
HESS CORP COM 42809H107 2,715 40,000 SH   DFND 1 40,000 0 0
HESS CORP COM 42809H107 1,086 16,000 SH   SOLE   16,000 0 0
HONEYWELL INTL INC COM 438516106 834 8,000 SH   DFND 2 8,000 0 0
HONEYWELL INTL INC COM 438516106 4,172 40,000 SH   DFND 1 40,000 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 267 100,000 SH   DFND 1 100,000 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 160 60,000 SH   SOLE   60,000 0 0
II VI INC COM 902104108 3,600 195,000 SH   DFND 2 195,000 0 0
II VI INC COM 902104108 2,108 114,200 SH   DFND 1 114,200 0 0
II VI INC COM 902104108 3,356 181,800 SH   SOLE   181,800 0 0
IKANOS COMMUNICATIONS COM NEW 45173E204 36 12,827 SH   DFND 1 12,827 0 0
IKANOS COMMUNICATIONS COM NEW 45173E204 12 4,390 SH   SOLE   4,390 0 0
INGRAM MICRO INC CL A 457153104 251 10,000 SH   DFND 2 10,000 0 0
INGRAM MICRO INC CL A 457153104 251 10,000 SH   SOLE   10,000 0 0
IPG PHOTONICS CORP COM 44980X109 464 5,000 SH   SOLE   5,000 0 0
IROBOT CORP COM 462726100 489 15,000 SH   SOLE   15,000 0 0
JABIL CIRCUIT INC COM 466313103 3,507 150,000 SH   DFND 2 150,000 0 0
JABIL CIRCUIT INC COM 466313103 4,987 213,300 SH   DFND 1 213,300 0 0
JABIL CIRCUIT INC COM 466313103 1,910 81,700 SH   SOLE   81,700 0 0
JETBLUE AIRWAYS CORP COM 477143101 347 18,000 SH   DFND 1 18,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 135 7,000 SH   SOLE   7,000 0 0
KVH INDS INC COM 482738101 6,275 415,000 SH   DFND 2 415,000 0 0
KVH INDS INC COM 482738101 544 36,000 SH   DFND 1 36,000 0 0
KVH INDS INC COM 482738101 6,632 438,600 SH   SOLE   438,600 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 4,509 35,763 SH   DFND 1 35,763 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 798 6,325 SH   SOLE   6,325 0 0
LADDER CAP CORP CL A 505743104 529 28,577 SH   DFND 2 28,577 0 0
LADDER CAP CORP CL A 505743104 663 35,834 SH   DFND 1 35,834 0 0
LADDER CAP CORP CL A 505743104 509 27,493 SH   SOLE   27,493 0 0
LEIDOS HLDGS INC COM 525327102 1,049 24,999 SH   DFND 1 24,999 0 0
LEIDOS HLDGS INC COM 525327102 252 5,999 SH   SOLE   5,999 0 0
LEMAITRE VASCULAR INC COM 525558201 461 55,000 SH   SOLE   55,000 0 0
LENDINGTREE INC NEW COM 52603B107 420 7,500 SH   SOLE   7,500 0 0
LIBBEY INC COM 529898108 2,834 71,000 SH   DFND 1 71,000 0 0
LIBBEY INC COM 529898108 1,556 39,000 SH   SOLE   39,000 0 0
LIFE TIME FITNESS INC COM 53217R207 1,064 15,000 SH   DFND 2 15,000 0 0
LIFE TIME FITNESS INC COM 53217R207 727 10,250 SH   SOLE   10,250 0 0
MAXLINEAR INC CL A 57776J100 436 53,625 SH   DFND 1 53,625 0 0
MAXLINEAR INC CL A 57776J100 174 21,375 SH   SOLE   21,375 0 0
MEDTRONIC PLC SHS G5960L103 2,050 26,290 SH   DFND 2 26,290 0 0
MEDTRONIC PLC SHS G5960L103 1,836 23,541 SH   DFND 1 23,541 0 0
MEDTRONIC PLC SHS G5960L103 652 8,365 SH   SOLE   8,365 0 0
MICREL INC COM 594793101 488 32,350 SH   DFND 2 32,350 0 0
MICREL INC COM 594793101 1,473 97,650 SH   SOLE   97,650 0 0
MKS INSTRUMENT INC COM 55306N104 2,282 67,500 SH   DFND 2 67,500 0 0
MKS INSTRUMENT INC COM 55306N104 1,691 50,000 SH   DFND 1 50,000 0 0
MKS INSTRUMENT INC COM 55306N104 3,351 99,100 SH   SOLE   99,100 0 0
MONSANTO CO NEW COM 61166W101 3,286 29,200 SH   DFND 1 29,200 0 0
MONSANTO CO NEW COM 61166W101 1,215 10,800 SH   SOLE   10,800 0 0
NANOMETRICS INC COM 630077105 252 15,000 SH   SOLE   15,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 416 21,800 SH   DFND 1 21,800 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 157 8,200 SH   SOLE   8,200 0 0
NEWPORT CORP COM 651824104 1,922 100,850 SH   DFND 2 100,850 0 0
NEWPORT CORP COM 651824104 3,835 201,200 SH   DFND 1 201,200 0 0
NEWPORT CORP COM 651824104 2,159 113,250 SH   SOLE   113,250 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,498 130,000 SH   DFND 2 130,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,664 231,250 SH   DFND 1 231,250 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,821 244,900 SH   SOLE   244,900 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,033 20,000 SH   DFND 2 20,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,834 35,500 SH   DFND 1 35,500 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 749 14,500 SH   SOLE   14,500 0 0
OIL DRI CORP AMER COM 677864100 1,615 48,000 SH   SOLE   48,000 0 0
OMNICELL INC COM 68213N109 456 13,000 SH   SOLE   13,000 0 0
ORBOTECH LTD ORD M75253100 1,603 100,000 SH   DFND 1 100,000 0 0
ORBOTECH LTD ORD M75253100 721 45,000 SH   SOLE   45,000 0 0
PANERA BREAD CO CL A 69840W108 320 2,000 SH   SOLE   2,000 0 0
PDF SOLUTIONS INC COM 693282105 3,002 167,500 SH   DFND 2 167,500 0 0
PDF SOLUTIONS INC COM 693282105 913 50,950 SH   DFND 1 50,950 0 0
PDF SOLUTIONS INC COM 693282105 5,538 309,050 SH   SOLE   309,050 0 0
PHOTRONICS INC COM 719405102 1,755 206,500 SH   DFND 2 206,500 0 0
PHOTRONICS INC COM 719405102 558 65,625 SH   DFND 1 65,625 0 0
PHOTRONICS INC COM 719405102 2,349 276,325 SH   SOLE   276,325 0 0
PRECISION CASTPARTS CORP COM 740189105 8,400 40,000 SH   DFND 1 40,000 0 0
PRECISION CASTPARTS CORP COM 740189105 4,200 20,000 SH   SOLE   20,000 0 0
Q2 HLDGS INC COM 74736L109 423 20,000 SH   DFND 2 20,000 0 0
Q2 HLDGS INC COM 74736L109 264 12,500 SH   SOLE   12,500 0 0
QUALCOMM INC COM 747525103 347 5,000 SH   DFND 2 5,000 0 0
QUINSTREET INC COM 74874Q100 1,704 286,393 SH   DFND 1 286,393 0 0
QUINSTREET INC COM 74874Q100 635 106,697 SH   SOLE   106,697 0 0
REIS INC COM 75936P105 3,859 150,500 SH   SOLE   150,500 0 0
RIVERBED TECHNOLOGY INC COM 768573107 836 40,000 SH   SOLE   40,000 0 0
RUCKUS WIRELESS INC COM 781220108 1,673 130,000 SH   SOLE   130,000 0 0
SCHLUMBERGER LTD COM 806857108 1,043 12,500 SH   DFND 2 12,500 0 0
SILICON GRAPHICS INTL CORP COM 82706L108 348 40,000 SH   SOLE   40,000 0 0
SOUTHWEST AIRLS CO COM 844741108 629 14,200 SH   DFND 1 14,200 0 0
SOUTHWEST AIRLS CO COM 844741108 257 5,800 SH   SOLE   5,800 0 0
SUPER MICRO COMPUTER INC COM 86800U104 6,144 185,000 SH   DFND 2 185,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 7,373 222,000 SH   DFND 1 222,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 6,401 192,750 SH   SOLE   192,750 0 0
SYPRIS SOLUTIONS INC COM 871655106 413 187,500 SH   DFND 2 187,500 0 0
SYPRIS SOLUTIONS INC COM 871655106 486 221,125 SH   DFND 1 221,125 0 0
SYPRIS SOLUTIONS INC COM 871655106 339 153,875 SH   SOLE   153,875 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 10,466 300,321 SH   DFND 1 300,321 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 4,448 127,634 SH   SOLE   127,634 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 11,486 416,618 SH   DFND 1 416,618 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 4,368 158,416 SH   SOLE   158,416 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,076 75,000 SH   DFND 2 75,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 12,091 90,000 SH   DFND 1 90,000 0 0
THESTREET INC COM 88368Q103 999 555,025 SH   SOLE   555,025 0 0
TIFFANY & CO NEW COM 886547108 220 2,500 SH   DFND 2 2,500 0 0
TIFFANY & CO NEW COM 886547108 1,250 14,200 SH   DFND 1 14,200 0 0
TIFFANY & CO NEW COM 886547108 510 5,800 SH   SOLE   5,800 0 0
TTM TECHNOLOGIES INC COM 87305R109 766 85,000 SH   DFND 1 85,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 2,275 252,500 SH   SOLE   252,500 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 338 10,000 SH   DFND 2 10,000 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 34 1,000 SH   SOLE   1,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 536 75,000 SH   SOLE   75,000 0 0
UNITED CONTL HLDGS INC COM 910047109 336 5,000 SH   DFND 2 5,000 0 0
UNITED CONTL HLDGS INC COM 910047109 4,708 70,000 SH   DFND 1 70,000 0 0
UNITED CONTL HLDGS INC COM 910047109 2,018 30,000 SH   SOLE   30,000 0 0
VARIAN MED SYS INC COM 92220P105 1,882 20,000 SH   DFND 2 20,000 0 0
VARIAN MED SYS INC COM 92220P105 3,199 34,000 SH   DFND 1 34,000 0 0
VARIAN MED SYS INC COM 92220P105 1,505 16,000 SH   SOLE   16,000 0 0
VIASAT INC COM 92552V100 5,514 92,500 SH   DFND 2 92,500 0 0
VIASAT INC COM 92552V100 5,961 100,000 SH   DFND 1 100,000 0 0
VIASAT INC COM 92552V100 4,352 73,000 SH   SOLE   73,000 0 0
VICOR CORP COM 925815102 456 30,000 SH   SOLE   30,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 864 62,500 SH   DFND 2 62,500 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 192 13,880 SH   DFND 1 13,880 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 85 6,120 SH   SOLE   6,120 0 0
VISHAY PRECISION GROUP INC COM 92835K103 1,115 70,000 SH   SOLE   70,000 0 0
WAGEWORKS INC COM 930427109 1,253 23,500 SH   DFND 2 23,500 0 0
WAGEWORKS INC COM 930427109 1,493 28,000 SH   SOLE   28,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 175 12,500 SH   DFND 2 12,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 315 22,500 SH   SOLE   22,500 0 0
WPX ENERGY INC COM 98212B103 240 22,000 SH   DFND 2 22,000 0 0
WPX ENERGY INC COM 98212B103 827 75,700 SH   DFND 1 75,700 0 0
WPX ENERGY INC COM 98212B103 939 85,900 SH   SOLE   85,900 0 0
XCERRA CORP COM 98400J108 445 50,000 SH   DFND 1 50,000 0 0
XCERRA CORP COM 98400J108 326 36,666 SH   SOLE   36,666 0 0