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 361 56,800 SH   DFND 1 56,800 0 0
ACCO BRANDS CORP COM 00081T108 148 23,200 SH   SOLE   23,200 0 0
ADVANCED PHOTONIX INC CL A 00754E107 220 333,333 SH   SOLE   333,333 0 0
AIR LEASE CORP CL A 00912X302 686 24,850 SH   DFND 1 24,850 0 0
AIR LEASE CORP CL A 00912X302 556 20,150 SH   SOLE   20,150 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,553 60,000 SH   DFND 2 60,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 5,468 128,500 SH   SOLE   128,500 0 0
ALCATEL-LUCENT SPONSORED ADR 013904305 182 100,000 SH   DFND 1 100,000 0 0
ANAREN INC COM 032744104 2,224 96,945 SH   DFND 2 96,945 0 0
ANAREN INC COM 032744104 3,108 135,500 SH   DFND 1 135,500 0 0
ANAREN INC COM 032744104 5,277 230,055 SH   SOLE   230,055 0 0
APPLE INC COM 037833100 2,161 5,450 SH   SOLE   5,450 0 0
ATMI INC COM 00207R101 828 35,000 SH   SOLE   35,000 0 0
BECTON DICKINSON & CO COM 075887109 4,447 45,000 SH   DFND 2 45,000 0 0
BECTON DICKINSON & CO COM 075887109 593 6,000 SH   SOLE   6,000 0 0
BLACK DIAMOND INC COM 09202G101 235 25,000 SH   DFND 2 25,000 0 0
BLACK DIAMOND INC COM 09202G101 94 10,000 SH   SOLE   10,000 0 0
BOEING CO COM 097023105 7,299 71,250 SH   DFND 1 71,250 0 0
BOEING CO COM 097023105 2,945 28,750 SH   SOLE   28,750 0 0
BOTTOMLINE TECH DEL INC COM 101388106 1,998 79,000 SH   SOLE   79,000 0 0
BRIGHTCOVE INC COM 10921T101 699 79,780 SH   DFND 2 79,780 0 0
BRIGHTCOVE INC COM 10921T101 613 70,000 SH   DFND 1 70,000 0 0
BRIGHTCOVE INC COM 10921T101 1,894 216,226 SH   SOLE   216,226 0 0
BROOKS AUTOMATION INC COM 114340102 2,141 220,000 SH   DFND 2 220,000 0 0
BROOKS AUTOMATION INC COM 114340102 2,275 233,860 SH   DFND 1 233,860 0 0
BROOKS AUTOMATION INC COM 114340102 1,021 104,955 SH   SOLE   104,955 0 0
CARBONITE INC COM 141337105 248 20,000 SH   SOLE   20,000 0 0
CARMAX INC COM 143130102 7,155 155,000 SH   DFND 2 155,000 0 0
CARMAX INC COM 143130102 1,039 22,500 SH   SOLE   22,500 0 0
CEVA INC COM 157210105 968 50,000 SH   SOLE   50,000 0 0
COMCAST CORP NEW CL A 20030N101 2,505 60,000 SH   DFND 2 60,000 0 0
COMCAST CORP NEW CL A 20030N101 4,175 100,000 SH   DFND 1 100,000 0 0
CONMED CORP COM 207410101 1,562 50,000 SH   DFND 2 50,000 0 0
CONMED CORP COM 207410101 1,640 52,500 SH   SOLE   52,500 0 0
CONSTANT CONTACT INC COM 210313102 723 45,000 SH   SOLE   45,000 0 0
CORNING INC COM 219350105 498 35,000 SH   DFND 2 35,000 0 0
COVIDIEN PLC SHS G2554F113 1,572 27,500 SH   DFND 2 27,500 0 0
COVIDIEN PLC SHS G2554F113 1,408 24,625 SH   DFND 1 24,625 0 0
COVIDIEN PLC SHS G2554F113 500 8,750 SH   SOLE   8,750 0 0
CRAWFORD & CO CL A 224633206 526 103,780 SH   DFND 1 103,780 0 0
CRAWFORD & CO CL A 224633206 211 41,677 SH   SOLE   41,677 0 0
CROSS A T CO CL A 227478104 466 27,500 SH   SOLE   27,500 0 0
DICKS SPORTING GOODS INC COM 253393102 1,502 30,000 SH   DFND 2 30,000 0 0
DICKS SPORTING GOODS INC COM 253393102 751 15,000 SH   SOLE   15,000 0 0
E2OPEN INC COM 29788A104 525 30,000 SH   SOLE   30,000 0 0
EDWARDS GROUP LTD SPONSORED ADR 281736108 1,303 153,250 SH   DFND 1 153,250 0 0
EDWARDS GROUP LTD SPONSORED ADR 281736108 950 111,750 SH   SOLE   111,750 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 2,905 270,000 SH   DFND 2 270,000 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 2,152 200,000 SH   DFND 1 200,000 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 4,256 395,500 SH   SOLE   395,500 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 2,263 80,000 SH   DFND 2 80,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 3,112 110,000 SH   DFND 1 110,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 2,829 100,000 SH   SOLE   100,000 0 0
EMULEX CORP COM NEW 292475209 4,175 640,400 SH   DFND 2 640,400 0 0
EMULEX CORP COM NEW 292475209 1,011 155,100 SH   DFND 1 155,100 0 0
EMULEX CORP COM NEW 292475209 5,290 811,300 SH   SOLE   811,300 0 0
ENTEGRIS INC COM 29362U104 1,971 210,000 SH   DFND 2 210,000 0 0
ENTEGRIS INC COM 29362U104 2,159 230,000 SH   DFND 1 230,000 0 0
ENTEGRIS INC COM 29362U104 2,628 280,000 SH   SOLE   280,000 0 0
ENTROPIC COMMUNICATIONS INC COM 29384R105 2,797 655,000 SH   DFND 2 655,000 0 0
ENTROPIC COMMUNICATIONS INC COM 29384R105 645 151,000 SH   DFND 1 151,000 0 0
ENTROPIC COMMUNICATIONS INC COM 29384R105 5,718 1,339,000 SH   SOLE   1,339,000 0 0
EQUINIX INC COM NEW 29444U502 693 3,750 SH   SOLE   3,750 0 0
EXA CORP COM 300614500 103 10,000 SH   SOLE   10,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 11,576 187,500 SH   DFND 2 187,500 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 12,039 195,000 SH   DFND 1 195,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 6,205 100,500 SH   SOLE   100,500 0 0
FACEBOOK INC CL A 30303M102 312 12,530 SH   DFND 1 12,530 0 0
FACEBOOK INC CL A 30303M102 131 5,266 SH   SOLE   5,266 0 0
FEI CO COM 30241L109 1,095 15,000 SH   SOLE   15,000 0 0
FINANCIAL ENGINES INC COM 317485100 3,191 70,000 SH   DFND 2 70,000 0 0
FINANCIAL ENGINES INC COM 317485100 4,719 103,500 SH   DFND 1 103,500 0 0
FINANCIAL ENGINES INC COM 317485100 3,301 72,400 SH   SOLE   72,400 0 0
FINISAR CORP COM NEW 31787A507 424 25,000 SH   DFND 2 25,000 0 0
FINISAR CORP COM NEW 31787A507 1,187 70,000 SH   SOLE   70,000 0 0
FORMFACTOR INC COM 346375108 2,835 420,000 SH   DFND 2 420,000 0 0
FORMFACTOR INC COM 346375108 3,346 495,700 SH   DFND 1 495,700 0 0
FORMFACTOR INC COM 346375108 6,547 969,900 SH   SOLE   969,900 0 0
FRANCESCAS HLDGS CORP COM 351793104 278 10,000 SH   SOLE   10,000 0 0
FREQUENCY ELECTRS INC COM 358010106 1,065 100,000 SH   SOLE   100,000 0 0
FXCM INC COM CL A 302693106 821 50,000 SH   DFND 1 50,000 0 0
FXCM INC COM CL A 302693106 492 30,000 SH   SOLE   30,000 0 0
GILEAD SCIENCES INC COM 375558103 7,178 140,000 SH   DFND 2 140,000 0 0
GILEAD SCIENCES INC COM 375558103 2,358 46,000 SH   DFND 1 46,000 0 0
GILEAD SCIENCES INC COM 375558103 4,563 89,000 SH   SOLE   89,000 0 0
GULFPORT ENERGY CORP COM NEW 402635304 1,672 35,500 SH   DFND 1 35,500 0 0
GULFPORT ENERGY CORP COM NEW 402635304 683 14,500 SH   SOLE   14,500 0 0
H & Q HEALTHCARE INVESTORS SH BEN INT 404052102 5,394 234,716 SH   DFND 1 234,716 0 0
H & Q HEALTHCARE INVESTORS SH BEN INT 404052102 2,637 114,737 SH   SOLE   114,737 0 0
H & Q LIFE SCIENCES INVS SH BEN INT 404053100 5,601 313,430 SH   DFND 1 313,430 0 0
H & Q LIFE SCIENCES INVS SH BEN INT 404053100 2,157 120,732 SH   SOLE   120,732 0 0
HALLIBURTON CO COM 406216101 209 5,000 SH   DFND 2 5,000 0 0
HALLIBURTON CO COM 406216101 313 7,500 SH   SOLE   7,500 0 0
HARRIS CORP DEL COM 413875105 369 7,500 SH   DFND 1 7,500 0 0
HARRIS CORP DEL COM 413875105 616 12,500 SH   SOLE   12,500 0 0
HEALTHSOUTH CORP COM NEW 421924309 2,016 70,000 SH   DFND 1 70,000 0 0
HESS CORP COM 42809H107 3,657 55,000 SH   DFND 2 55,000 0 0
HESS CORP COM 42809H107 3,325 50,000 SH   DFND 1 50,000 0 0
HESS CORP COM 42809H107 2,227 33,500 SH   SOLE   33,500 0 0
HONEYWELL INTL INC COM 438516106 1,190 15,000 SH   DFND 2 15,000 0 0
HONEYWELL INTL INC COM 438516106 7,141 90,000 SH   DFND 1 90,000 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 473 100,000 SH   DFND 1 100,000 0 0
HUTCHINSON TECHNOLOGY INC COM 448407106 284 60,000 SH   SOLE   60,000 0 0
II VI INC COM 902104108 1,951 120,000 SH   DFND 2 120,000 0 0
II VI INC COM 902104108 1,249 76,800 SH   DFND 1 76,800 0 0
II VI INC COM 902104108 2,475 152,200 SH   SOLE   152,200 0 0
IKANOS COMMUNICATIONS COM 45173E105 78 52,150 SH   DFND 1 52,150 0 0
IKANOS COMMUNICATIONS COM 45173E105 27 17,850 SH   SOLE   17,850 0 0
INTERMOLECULAR INC COM 45882D109 313 43,015 SH   DFND 1 43,015 0 0
INTERMOLECULAR INC COM 45882D109 133 18,353 SH   SOLE   18,353 0 0
IPG PHOTONICS CORP COM 44980X109 304 5,000 SH   SOLE   5,000 0 0
JABIL CIRCUIT INC COM 466313103 3,057 150,000 SH   DFND 2 150,000 0 0
JABIL CIRCUIT INC COM 466313103 4,824 236,700 SH   DFND 1 236,700 0 0
JABIL CIRCUIT INC COM 466313103 3,939 193,300 SH   SOLE   193,300 0 0
KVH INDS INC COM 482738101 532 40,000 SH   DFND 2 40,000 0 0
KVH INDS INC COM 482738101 932 70,000 SH   SOLE   70,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,580 35,763 SH   DFND 1 35,763 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 633 6,325 SH   SOLE   6,325 0 0
LEMAITRE VASCULAR INC COM 525558201 327 50,000 SH   SOLE   50,000 0 0
LIBBEY INC COM 529898108 1,702 71,000 SH   DFND 1 71,000 0 0
LIBBEY INC COM 529898108 695 29,000 SH   SOLE   29,000 0 0
LTX-CREDENCE CORP COM NEW 502403207 300 50,000 SH   DFND 1 50,000 0 0
LTX-CREDENCE CORP COM NEW 502403207 309 51,666 SH   SOLE   51,666 0 0
MAKO SURGICAL CORP COM 560879108 301 25,000 SH   SOLE   25,000 0 0
MAXLINEAR INC CL A 57776J100 375 53,625 SH   DFND 1 53,625 0 0
MAXLINEAR INC CL A 57776J100 1,077 153,875 SH   SOLE   153,875 0 0
MKS INSTRUMENT INC COM 55306N104 1,791 67,500 SH   DFND 2 67,500 0 0
MKS INSTRUMENT INC COM 55306N104 1,327 50,000 SH   DFND 1 50,000 0 0
MKS INSTRUMENT INC COM 55306N104 1,900 71,600 SH   SOLE   71,600 0 0
MONSANTO CO NEW COM 61166W101 2,885 29,200 SH   DFND 1 29,200 0 0
MONSANTO CO NEW COM 61166W101 1,067 10,800 SH   SOLE   10,800 0 0
MULTI FINELINE ELECTRONIX IN COM 62541B101 789 53,250 SH   DFND 1 53,250 0 0
MULTI FINELINE ELECTRONIX IN COM 62541B101 1,248 84,250 SH   SOLE   84,250 0 0
NATIONAL OILWELL VARCO INC COM 637071101 689 10,000 SH   DFND 2 10,000 0 0
NATIONAL OILWELL VARCO INC COM 637071101 689 10,000 SH   SOLE   10,000 0 0
NATUS MEDICAL INC DEL COM 639050103 137 10,000 SH   DFND 2 10,000 0 0
NATUS MEDICAL INC DEL COM 639050103 273 20,000 SH   SOLE   20,000 0 0
NEWPORT CORP COM 651824104 1,323 95,000 SH   DFND 2 95,000 0 0
NEWPORT CORP COM 651824104 2,786 200,000 SH   DFND 1 200,000 0 0
NEWPORT CORP COM 651824104 801 57,500 SH   SOLE   57,500 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,244 137,500 SH   DFND 2 137,500 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,093 231,250 SH   DFND 1 231,250 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,330 257,500 SH   SOLE   257,500 0 0
NXSTAGE MEDICAL INC COM 67072V103 643 45,000 SH   SOLE   45,000 0 0
OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 1,051 20,000 SH   DFND 2 20,000 0 0
OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 1,866 35,500 SH   DFND 1 35,500 0 0
OAKTREE CAP GROUP LLC UNIT 99/99/9999 674001201 762 14,500 SH   SOLE   14,500 0 0
OIL DRI CORP AMER COM 677864100 412 15,000 SH   SOLE   15,000 0 0
OMNICELL INC COM 68213N109 267 13,000 SH   SOLE   13,000 0 0
ORBOTECH LTD ORD M75253100 1,244 100,000 SH   DFND 1 100,000 0 0
ORBOTECH LTD ORD M75253100 560 45,000 SH   SOLE   45,000 0 0
PDF SOLUTIONS INC COM 693282105 4,055 220,000 SH   DFND 2 220,000 0 0
PDF SOLUTIONS INC COM 693282105 1,191 64,625 SH   DFND 1 64,625 0 0
PDF SOLUTIONS INC COM 693282105 7,840 425,375 SH   SOLE   425,375 0 0
PHOTRONICS INC COM 719405102 529 65,625 SH   DFND 1 65,625 0 0
PHOTRONICS INC COM 719405102 1,645 204,125 SH   SOLE   204,125 0 0
PLX TECHNOLOGY INC COM 693417107 619 130,000 SH   DFND 1 130,000 0 0
PLX TECHNOLOGY INC COM 693417107 250 52,500 SH   SOLE   52,500 0 0
PRECISION CASTPARTS CORP COM 740189105 9,040 40,000 SH   DFND 1 40,000 0 0
PRECISION CASTPARTS CORP COM 740189105 4,520 20,000 SH   SOLE   20,000 0 0
QUALCOMM INC COM 747525103 305 5,000 SH   DFND 2 5,000 0 0
QUINSTREET INC COM 74874Q100 928 107,500 SH   DFND 2 107,500 0 0
QUINSTREET INC COM 74874Q100 3,369 390,393 SH   DFND 1 390,393 0 0
QUINSTREET INC COM 74874Q100 2,806 325,167 SH   SOLE   325,167 0 0
REIS INC COM 75936P105 1,479 80,000 SH   SOLE   80,000 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 224 20,000 SH   SOLE   20,000 0 0
SAIC INC COM 78390X101 1,393 100,000 SH   DFND 1 100,000 0 0
SAIC INC COM 78390X101 488 35,000 SH   SOLE   35,000 0 0
SCHLUMBERGER LTD COM 806857108 788 11,000 SH   DFND 2 11,000 0 0
SOLTA MED INC COM 83438K103 228 100,000 SH   SOLE   100,000 0 0
SOUNDBITE COMMUNICATIONS INC COM 836091108 1,043 209,000 SH   DFND 2 209,000 0 0
SOUNDBITE COMMUNICATIONS INC COM 836091108 1,023 205,000 SH   DFND 1 205,000 0 0
SOUNDBITE COMMUNICATIONS INC COM 836091108 4,770 956,000 SH   SOLE   956,000 0 0
SOUTHWEST AIRLS CO COM 844741108 183 14,200 SH   DFND 1 14,200 0 0
SOUTHWEST AIRLS CO COM 844741108 75 5,800 SH   SOLE   5,800 0 0
SUPER MICRO COMPUTER INC COM 86800U104 2,973 279,450 SH   DFND 2 279,450 0 0
SUPER MICRO COMPUTER INC COM 86800U104 2,421 227,500 SH   DFND 1 227,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104 5,140 483,050 SH   SOLE   483,050 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 843 32,500 SH   SOLE   32,500 0 0
SUPERTEX INC COM 868532102 746 31,200 SH   DFND 1 31,200 0 0
SUPERTEX INC COM 868532102 318 13,300 SH   SOLE   13,300 0 0
SYPRIS SOLUTIONS INC COM 871655106 722 225,000 SH   DFND 2 225,000 0 0
SYPRIS SOLUTIONS INC COM 871655106 875 272,500 SH   DFND 1 272,500 0 0
SYPRIS SOLUTIONS INC COM 871655106 570 177,500 SH   SOLE   177,500 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 1,728 83,100 SH   DFND 1 83,100 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 208 10,000 SH   SOLE   10,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,648 114,000 SH   DFND 2 114,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,463 100,000 SH   DFND 1 100,000 0 0
TIFFANY & CO NEW COM 886547108 182 2,500 SH   DFND 2 2,500 0 0
TIFFANY & CO NEW COM 886547108 517 7,100 SH   DFND 1 7,100 0 0
TIFFANY & CO NEW COM 886547108 211 2,900 SH   SOLE   2,900 0 0
TREE COM INC COM 894675107 257 15,000 SH   SOLE   15,000 0 0
TRUE RELIGION APPAREL INC COM 89784N104 950 30,000 SH   SOLE   30,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 239 28,400 SH   DFND 1 28,400 0 0
TTM TECHNOLOGIES INC COM 87305R109 2,281 271,600 SH   SOLE   271,600 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 219 36,250 SH   DFND 2 36,250 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 2,382 393,750 SH   SOLE   393,750 0 0
UNITED CONTL HLDGS INC COM 910047109 2,190 70,000 SH   DFND 1 70,000 0 0
UNITED CONTL HLDGS INC COM 910047109 939 30,000 SH   SOLE   30,000 0 0
VARIAN MED SYS INC COM 92220P105 1,484 22,000 SH   DFND 2 22,000 0 0
VARIAN MED SYS INC COM 92220P105 2,293 34,000 SH   DFND 1 34,000 0 0
VARIAN MED SYS INC COM 92220P105 1,416 21,000 SH   SOLE   21,000 0 0
VIASAT INC COM 92552V100 7,075 99,000 SH   DFND 2 99,000 0 0
VIASAT INC COM 92552V100 7,146 100,000 SH   DFND 1 100,000 0 0
VIASAT INC COM 92552V100 5,217 73,000 SH   SOLE   73,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,389 100,000 SH   DFND 2 100,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,142 82,250 SH   DFND 1 82,250 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 455 32,750 SH   SOLE   32,750 0 0
WAGEWORKS INC COM 930427109 1,120 32,500 SH   DFND 2 32,500 0 0
WAGEWORKS INC COM 930427109 1,957 56,800 SH   DFND 1 56,800 0 0
WAGEWORKS INC COM 930427109 2,625 76,200 SH   SOLE   76,200 0 0
WALTER ENERGY INC COM 93317Q105 114 11,000 SH   DFND 2 11,000 0 0
WALTER ENERGY INC COM 93317Q105 208 20,000 SH   SOLE   20,000 0 0
WPX ENERGY INC COM 98212B103 189 10,000 SH   DFND 2 10,000 0 0
WPX ENERGY INC COM 98212B103 1,434 75,700 SH   DFND 1 75,700 0 0
WPX ENERGY INC COM 98212B103 1,153 60,900 SH   SOLE   60,900 0 0