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
BOINGO WIRELESS INC COM 09739C102 602 78,526 SH   SOLE   78,526 0 0
BOINGO WIRELESS INC COM 09739C102 4,847 632,005 SH   DFND 1 632,005 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 1,481 30,970 SH   SOLE   30,970 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 10,965 229,255 SH   DFND 1 229,255 0 0
CROCS INC COM 227046109 955 76,450 SH   SOLE   76,450 0 0
CROCS INC COM 227046109 6,726 538,550 SH   DFND 1 538,550 0 0
DIRECTV COM 25490A309 57 660 SH   SOLE   660 0 0
DIRECTV COM 25490A309 1,887 21,760 SH   DFND 1 21,760 0 0
EHEALTH INC COM 28238P109 180 7,210 SH   SOLE   7,210 0 0
EHEALTH INC COM 28238P109 1,974 79,215 SH   DFND 1 79,215 0 0
ELLIS PERRY INTL INC COM 288853104 756 29,170 SH   SOLE   29,170 0 0
ELLIS PERRY INTL INC COM 288853104 5,347 206,195 SH   DFND 1 206,195 0 0
FINISH LINE INC CL A 317923100 608 25,000 SH   DFND 1 25,000 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 813 72,730 SH   SOLE   72,730 0 0
FLEXTRONICS INTL LTD ORD Y2573F102 6,471 578,820 SH   DFND 1 578,820 0 0
GENERAC HLDGS INC COM 368736104 935 20,000 SH   DFND 1 20,000 0 0
INNERWORKINGS INC COM 45773Y105 369 47,327 SH   SOLE   47,327 0 0
INNERWORKINGS INC COM 45773Y105 2,636 338,421 SH   DFND 1 338,421 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 347 15,755 SH   SOLE   15,755 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 1,760 79,838 SH   DFND 1 79,838 0 0
KIMBALL ELECTRONICS INC COM 49428J109 428 35,580 SH   SOLE   35,580 0 0
KIMBALL ELECTRONICS INC COM 49428J109 3,018 251,070 SH   DFND 1 251,070 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 1,022 29,185 SH   SOLE   29,185 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 7,426 212,000 SH   DFND 1 212,000 0 0
MICROSEMI CORP COM 595137100 579 20,415 SH   SOLE   20,415 0 0
MICROSEMI CORP COM 595137100 4,128 145,465 SH   DFND 1 145,465 0 0
NETWORK 1 TECHNOLOGIES INC COM 64121N109 440 200,000 SH   SOLE   200,000 0 0
PLANET PAYMENT INC SHS U72603118 459 220,881 SH   SOLE   220,881 0 0
PLANET PAYMENT INC SHS U72603118 3,245 1,559,919 SH   DFND 1 1,559,919 0 0
REMY INTL INC COM 759663107 1,046 50,000 SH   DFND 1 50,000 0 0
SABRE CORP COM 78573M104 1,167 57,595 SH   SOLE   57,595 0 0
SABRE CORP COM 78573M104 8,253 407,160 SH   DFND 1 407,160 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 24,988 220,000 SH Call SOLE   220,000 0 0
STAMPS COM INC COM NEW 852857200 2,058 42,875 SH   SOLE   42,875 0 0
STAMPS COM INC COM NEW 852857200 13,765 286,825 SH   DFND 1 286,825 0 0
STARZ COM SER A 85571Q102 677 22,785 SH   SOLE   22,785 0 0
STARZ COM SER A 85571Q102 4,833 162,735 SH   DFND 1 162,735 0 0
TECHTARGET INC COM 87874R100 1,703 149,807 SH   SOLE   149,807 0 0
TECHTARGET INC COM 87874R100 11,172 982,559 SH   DFND 1 982,559 0 0