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
8X8 INC NEW COM 282914100 1,666 60,000 SH   DFND 3 60,000 0 0
ACV AUCTIONS INC COM CL A 00091G104 1,922 75,000 SH   DFND 3 75,000 0 0
ACV AUCTIONS INC COM CL A 00091G104 513 20,000 SH   SOLE   20,000 0 0
ACV AUCTIONS INC COM CL A 00091G104 1,025 40,000 SH   DFND 2 40,000 0 0
ADTRAN INC COM 00738A106 1,755 85,000 SH   DFND 2 85,000 0 0
ADTRAN INC COM 00738A106 4,130 200,000 SH   DFND 3 200,000 0 0
ADTRAN INC COM 00738A106 1,859 90,000 SH   SOLE   90,000 0 0
ADTRAN INC COM 00738A106 2,168 105,000 SH   DFND 1 105,000 0 0
AGILE THERAPEUTICS INC COM 00847L100 978 735,000 SH   DFND 3 735,000 0 0
AIR LEASE CORP CL A 00912X302 313 7,500 SH   DFND 2 7,500 0 0
AIR LEASE CORP CL A 00912X302 841 20,150 SH   SOLE   20,150 0 0
AIR LEASE CORP CL A 00912X302 1,037 24,850 SH   DFND 1 24,850 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,906 33,500 SH   DFND 2 33,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,691 14,500 SH   SOLE   14,500 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 10,335 965,000 SH   DFND 3 965,000 0 0
ALKAMI TECHNOLOGY INC COM 01644J108 146 4,092 SH   DFND 3 4,092 0 0
ALKAMI TECHNOLOGY INC COM 01644J108 62 1,741 SH   SOLE   1,741 0 0
ALKAMI TECHNOLOGY INC COM 01644J108 73 2,044 SH   DFND 2 2,044 0 0
ALKAMI TECHNOLOGY INC COM 01644J108 76 2,123 SH   DFND 1 2,123 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 693 25,000 SH   DFND 3 25,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 66 2,373 SH   SOLE   2,373 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 485 17,500 SH   DFND 2 17,500 0 0
ALPHA PRO TECH LTD COM 020772109 643 75,000 SH   SOLE   75,000 0 0
ALPHABET INC CAP STK CL A 02079K305 610 250 SH   DFND 2 250 0 0
ALTAIR ENGR INC COM CL A 021369103 224 3,250 SH   SOLE   3,250 0 0
ALTERYX INC COM CL A 02156B103 430 5,000 SH   DFND 2 5,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 216 800 SH   SOLE   800 0 0
AMERICAN TOWER CORP NEW COM 03027X100 473 1,750 SH   DFND 2 1,750 0 0
APPIAN CORP CL A 03782L101 90 650 SH   SOLE   650 0 0
APPIAN CORP CL A 03782L101 344 2,500 SH   DFND 2 2,500 0 0
APPLE INC COM 037833100 5,273 38,500 SH   SOLE   38,500 0 0
APPLE INC COM 037833100 1,438 10,500 SH   DFND 2 10,500 0 0
APPLIED MATLS INC COM 038222105 1,282 9,000 SH   DFND 2 9,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 1,361 201,000 SH   DFND 3 201,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 271 40,000 SH   SOLE   40,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101 271 40,000 SH   DFND 2 40,000 0 0
ASPEN AEROGELS INC COM 04523Y105 12,806 428,000 SH   DFND 2 428,000 0 0
ASPEN AEROGELS INC COM 04523Y105 13,823 462,000 SH   DFND 3 462,000 0 0
ASPEN AEROGELS INC COM 04523Y105 5,625 188,000 SH   SOLE   188,000 0 0
ASPEN AEROGELS INC COM 04523Y105 1,272 42,500 SH   DFND 1 42,500 0 0
AXT INC COM 00246W103 4,776 435,000 SH   DFND 3 435,000 0 0
AXT INC COM 00246W103 549 50,000 SH   SOLE   50,000 0 0
AXT INC COM 00246W103 3,294 300,000 SH   DFND 2 300,000 0 0
BECTON DICKINSON & CO COM 075887109 4,621 19,000 SH   DFND 2 19,000 0 0
BENEFITFOCUS INC COM 08180D106 9,870 700,000 SH   DFND 3 700,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 552 8,500 SH   SOLE   8,500 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 1,298 20,000 SH   DFND 2 20,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 649 10,000 SH   DFND 1 10,000 0 0
BOEING CO COM 097023105 1,198 5,000 SH   SOLE   5,000 0 0
BOEING CO COM 097023105 4,791 20,000 SH   DFND 1 20,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 684 13,424 SH   SOLE   13,424 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,676 32,870 SH   DFND 1 32,870 0 0
BRUKER CORP COM 116794108 152 2,000 SH   DFND 2 2,000 0 0
BRUKER CORP COM 116794108 874 11,500 SH   SOLE   11,500 0 0
CAMBIUM NETWORKS CORP SHS G17766109 1,052 21,750 SH   SOLE   21,750 0 0
CAMBIUM NETWORKS CORP SHS G17766109 484 10,000 SH   DFND 1 10,000 0 0
CAMBIUM NETWORKS CORP SHS G17766109 2,055 42,500 SH   DFND 2 42,500 0 0
CARMAX INC COM 143130102 2,518 19,500 SH   SOLE   19,500 0 0
CARMAX INC COM 143130102 9,041 70,000 SH   DFND 2 70,000 0 0
CASA SYS INC COM 14713L102 834 94,000 SH   DFND 3 94,000 0 0
CHANNELADVISOR CORP COM 159179100 858 35,000 SH   DFND 2 35,000 0 0
CHANNELADVISOR CORP COM 159179100 490 20,000 SH   SOLE   20,000 0 0
CHEVRON CORP NEW COM 166764100 419 4,000 SH   SOLE   4,000 0 0
CHEVRON CORP NEW COM 166764100 524 5,000 SH   DFND 2 5,000 0 0
CLEAN HARBORS INC COM 184496107 186 2,000 SH   SOLE   2,000 0 0
CLEAN HARBORS INC COM 184496107 326 3,500 SH   DFND 2 3,500 0 0
COHU INC COM 192576106 1,656 45,000 SH   DFND 3 45,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 89 350 SH   SOLE   350 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 215 850 SH   DFND 2 850 0 0
COMCAST CORP NEW CL A 20030N101 5,987 105,000 SH   DFND 2 105,000 0 0
COMCAST CORP NEW CL A 20030N101 11,404 200,000 SH   DFND 1 200,000 0 0
CONVEY HLDG PARENT INC COM 21258C108 125 10,955 SH   DFND 2 10,955 0 0
CONVEY HLDG PARENT INC COM 21258C108 131 11,541 SH   DFND 1 11,541 0 0
CONVEY HLDG PARENT INC COM 21258C108 110 9,680 SH   SOLE   9,680 0 0
CONVEY HLDG PARENT INC COM 21258C108 203 17,824 SH   DFND 3 17,824 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 10,316 200,000 SH   DFND 3 200,000 0 0
CORNING INC COM 219350105 1,329 32,500 SH   DFND 2 32,500 0 0
COUPA SOFTWARE INC COM 22266L106 655 2,500 SH   DFND 2 2,500 0 0
CRA INTL INC COM 12618T105 1,027 12,000 SH   SOLE   12,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 1,861 29,500 SH   SOLE   29,500 0 0
CRYOPORT INC COM PAR $0.001 229050307 2,682 42,500 SH   DFND 2 42,500 0 0
DATADOG INC CL A COM 23804L103 781 7,500 SH   DFND 2 7,500 0 0
DIGIMARC CORP NEW COM 25381B101 218 6,500 SH   SOLE   6,500 0 0
DOXIMITY INC CL A 26622P107 105 1,802 SH   DFND 3 1,802 0 0
DOXIMITY INC CL A 26622P107 66 1,142 SH   DFND 1 1,142 0 0
DOXIMITY INC CL A 26622P107 56 962 SH   SOLE   962 0 0
DOXIMITY INC CL A 26622P107 64 1,094 SH   DFND 2 1,094 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 63 1,440 SH   SOLE   1,440 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 2,176 50,000 SH   DFND 3 50,000 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 218 5,000 SH   DFND 2 5,000 0 0
E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 171 15,000 SH   DFND 3 15,000 0 0
EMCORE CORP COM NEW 290846203 92 10,000 SH   DFND 3 10,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 5,462 70,000 SH   DFND 1 70,000 0 0
ENTEGRIS INC COM 29362U104 11,067 90,000 SH   DFND 1 90,000 0 0
ENTEGRIS INC COM 29362U104 12,543 102,000 SH   DFND 2 102,000 0 0
ENTEGRIS INC COM 29362U104 11,436 93,000 SH   SOLE   93,000 0 0
EQUINIX INC COM 29444U700 1,605 2,000 SH   SOLE   2,000 0 0
EVERBRIDGE INC COM 29978A104 2,041 15,000 SH   DFND 3 15,000 0 0
EVERBRIDGE INC COM 29978A104 272 2,000 SH   SOLE   2,000 0 0
EVERBRIDGE INC COM 29978A104 1,701 12,500 SH   DFND 2 12,500 0 0
EVERSPIN TECHNOLOGIES INC COM 30041T104 965 150,000 SH   DFND 3 150,000 0 0
FARO TECHNOLOGIES INC COM 311642102 583 7,500 SH   DFND 2 7,500 0 0
FLOTEK INDS INC DEL COM 343389102 2,387 1,379,500 SH   DFND 3 1,379,500 0 0
FLUIDIGM CORP DEL COM 34385P108 19,712 3,200,000 SH   DFND 3 3,200,000 0 0
FLUIDIGM CORP DEL COM 34385P108 92 15,000 SH   SOLE   15,000 0 0
FLUIDIGM CORP DEL COM 34385P108 217 35,250 SH   DFND 2 35,250 0 0
FORMFACTOR INC COM 346375108 8,204 225,000 SH   DFND 1 225,000 0 0
FORMFACTOR INC COM 346375108 4,649 127,500 SH   DFND 2 127,500 0 0
FORMFACTOR INC COM 346375108 3,464 95,000 SH   DFND 3 95,000 0 0
FORMFACTOR INC COM 346375108 2,643 72,500 SH   SOLE   72,500 0 0
FREQUENCY ELECTRS INC COM 358010106 1,057 107,850 SH   SOLE   107,850 0 0
FREQUENCY ELECTRS INC COM 358010106 4,900 500,000 SH   DFND 3 500,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109 219 10,000 SH   SOLE   10,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109 384 17,500 SH   DFND 2 17,500 0 0
GILEAD SCIENCES INC COM 375558103 3,168 46,000 SH   DFND 1 46,000 0 0
GILEAD SCIENCES INC COM 375558103 3,099 45,000 SH   DFND 2 45,000 0 0
GILEAD SCIENCES INC COM 375558103 895 13,000 SH   SOLE   13,000 0 0
GSE SYS INC COM 36227K106 1,849 1,033,025 SH   SOLE   1,033,025 0 0
HAWAIIAN HOLDINGS INC COM 419879101 631 25,900 SH   SOLE   25,900 0 0
HAWAIIAN HOLDINGS INC COM 419879101 2,113 86,700 SH   DFND 1 86,700 0 0
HEICO CORP NEW COM 422806109 1,046 7,500 SH   DFND 3 7,500 0 0
HONEYWELL INTL INC COM 438516106 548 2,500 SH   DFND 2 2,500 0 0
HONEYWELL INTL INC COM 438516106 5,264 24,000 SH   DFND 1 24,000 0 0
II-VI INC COM 902104108 8,348 115,000 SH   DFND 1 115,000 0 0
II-VI INC COM 902104108 944 13,000 SH   DFND 2 13,000 0 0
II-VI INC COM 902104108 3,992 55,000 SH   DFND 3 55,000 0 0
II-VI INC COM 902104108 2,178 30,000 SH   SOLE   30,000 0 0
INFINERA CORP COM 45667G103 7,905 775,000 SH   DFND 3 775,000 0 0
INTEVAC INC COM 461148108 1,844 273,600 SH   DFND 2 273,600 0 0
INTEVAC INC COM 461148108 11,034 1,637,150 SH   DFND 3 1,637,150 0 0
INTEVAC INC COM 461148108 783 116,150 SH   SOLE   116,150 0 0
INTEVAC INC COM 461148108 324 48,100 SH   DFND 1 48,100 0 0
IPG PHOTONICS CORP COM 44980X109 1,317 6,250 SH   DFND 2 6,250 0 0
IPG PHOTONICS CORP COM 44980X109 1,475 7,000 SH   SOLE   7,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102 321 25,000 SH   SOLE   25,000 0 0
KLA CORP COM NEW 482480100 2,432 7,500 SH   SOLE   7,500 0 0
KLA CORP COM NEW 482480100 5,512 17,000 SH   DFND 1 17,000 0 0
KVH INDS INC COM 482738101 5,535 450,000 SH   DFND 2 450,000 0 0
KVH INDS INC COM 482738101 5,766 468,798 SH   SOLE   468,798 0 0
KVH INDS INC COM 482738101 507 41,200 SH   DFND 1 41,200 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 9,038 32,763 SH   DFND 1 32,763 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,021 3,700 SH   DFND 2 3,700 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,876 6,800 SH   SOLE   6,800 0 0
LAM RESEARCH CORP COM 512807108 1,627 2,500 SH   DFND 2 2,500 0 0
LANTRONIX INC COM NEW 516548203 774 150,000 SH   DFND 3 150,000 0 0
LEMAITRE VASCULAR INC COM 525558201 1,251 20,500 SH   SOLE   20,500 0 0
LENDINGTREE INC NEW COM 52603B107 1,059 5,000 SH   DFND 3 5,000 0 0
LIMELIGHT NETWORKS INC COM 53261M104 6,300 2,000,000 SH   DFND 3 2,000,000 0 0
LUCIRA HEALTH INC COM 54948U105 69 10,445 SH   DFND 1 10,445 0 0
LUCIRA HEALTH INC COM 54948U105 21 3,227 SH   SOLE   3,227 0 0
LUMENTUM HLDGS INC COM 55024U109 410 5,000 SH   SOLE   5,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,458 25,000 SH   DFND 3 25,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 204 3,500 SH   DFND 2 3,500 0 0
MEDTRONIC PLC SHS G5960L103 2,483 20,000 SH   DFND 2 20,000 0 0
MEDTRONIC PLC SHS G5960L103 1,038 8,365 SH   SOLE   8,365 0 0
MEDTRONIC PLC SHS G5960L103 2,922 23,541 SH   DFND 1 23,541 0 0
MKS INSTRS INC COM 55306N104 5,339 30,000 SH   DFND 1 30,000 0 0
MKS INSTRS INC COM 55306N104 4,182 23,500 SH   DFND 2 23,500 0 0
MKS INSTRS INC COM 55306N104 3,559 20,000 SH   DFND 3 20,000 0 0
MKS INSTRS INC COM 55306N104 6,584 37,000 SH   SOLE   37,000 0 0
NATIONAL INSTRS CORP COM 636518102 1,057 25,000 SH   DFND 3 25,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 246 22,500 SH   DFND 2 22,500 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 2,439 222,750 SH   DFND 3 222,750 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 575 52,500 SH   SOLE   52,500 0 0
NAVIGATOR HLDGS LTD SHS Y62132108 2,163 197,500 SH   DFND 1 197,500 0 0
NEOPHOTONICS CORP COM 64051T100 1,305 127,850 SH   DFND 1 127,850 0 0
NEOPHOTONICS CORP COM 64051T100 1,176 115,200 SH   DFND 2 115,200 0 0
NEOPHOTONICS CORP COM 64051T100 6,126 600,000 SH   DFND 3 600,000 0 0
NEOPHOTONICS CORP COM 64051T100 953 93,300 SH   SOLE   93,300 0 0
NLIGHT INC COM 65487K100 2,540 70,000 SH   DFND 3 70,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 4,887 47,500 SH   DFND 2 47,500 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 8,231 80,000 SH   SOLE   80,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 7,202 70,000 SH   DFND 1 70,000 0 0
OIL DRI CORP AMER COM 677864100 1,350 39,500 SH   SOLE   39,500 0 0
OMNICELL COM COM 68213N109 439 2,900 SH   SOLE   2,900 0 0
PARSONS CORP DEL COM 70202L102 886 22,500 SH   DFND 2 22,500 0 0
PARSONS CORP DEL COM 70202L102 537 13,650 SH   SOLE   13,650 0 0
PARSONS CORP DEL COM 70202L102 720 18,300 SH   DFND 1 18,300 0 0
PDF SOLUTIONS INC COM 693282105 1,818 100,000 SH   DFND 1 100,000 0 0
PDF SOLUTIONS INC COM 693282105 8,181 450,000 SH   DFND 2 450,000 0 0
PDF SOLUTIONS INC COM 693282105 10,999 605,000 SH   DFND 3 605,000 0 0
PDF SOLUTIONS INC COM 693282105 6,618 364,000 SH   SOLE   364,000 0 0
PHOTRONICS INC COM 719405102 1,982 150,000 SH   DFND 2 150,000 0 0
PHOTRONICS INC COM 719405102 17,404 1,317,500 SH   DFND 3 1,317,500 0 0
PHOTRONICS INC COM 719405102 1,156 87,500 SH   SOLE   87,500 0 0
PHOTRONICS INC COM 719405102 2,116 160,200 SH   DFND 1 160,200 0 0
Q2 HLDGS INC COM 74736L109 821 8,000 SH   SOLE   8,000 0 0
Q2 HLDGS INC COM 74736L109 1,693 16,500 SH   DFND 2 16,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100 495 3,750 SH   DFND 2 3,750 0 0
QUEST DIAGNOSTICS INC COM 74834L100 264 2,000 SH   SOLE   2,000 0 0
SEMRUSH HLDGS INC CL A COM 81686C104 345 15,000 SH   DFND 2 15,000 0 0
SEMRUSH HLDGS INC CL A COM 81686C104 271 11,775 SH   SOLE   11,775 0 0
SEMRUSH HLDGS INC CL A COM 81686C104 321 13,958 SH   DFND 1 13,958 0 0
SHARPS COMPLIANCE CORP COM 820017101 721 70,000 SH   SOLE   70,000 0 0
SIENTRA INC COM 82621J105 8,079 1,015,000 SH   DFND 3 1,015,000 0 0
SITIME CORP COM 82982T106 1,582 12,500 SH   DFND 2 12,500 0 0
SITIME CORP COM 82982T106 633 5,000 SH   SOLE   5,000 0 0
SKYWATER TECHNOLOGY INC COM 83089J108 287 10,000 SH   SOLE   10,000 0 0
SKYWATER TECHNOLOGY INC COM 83089J108 430 15,000 SH   DFND 2 15,000 0 0
SMITH MIDLAND CORP COM 832156103 3,245 137,500 SH   SOLE   137,500 0 0
SOUTHWEST AIRLS CO COM 844741108 308 5,800 SH   SOLE   5,800 0 0
SOUTHWEST AIRLS CO COM 844741108 754 14,200 SH   DFND 1 14,200 0 0
SUMO LOGIC INC COM 86646P103 1,291 62,500 SH   DFND 1 62,500 0 0
SUMO LOGIC INC COM 86646P103 620 30,000 SH   DFND 2 30,000 0 0
SUMO LOGIC INC COM 86646P103 6,195 300,000 SH   DFND 3 300,000 0 0
SUMO LOGIC INC COM 86646P103 425 20,578 SH   SOLE   20,578 0 0
SUPER MICRO COMPUTER INC COM 86800U104 2,902 82,500 SH   DFND 2 82,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104 4,749 135,000 SH   SOLE   135,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 6,684 190,000 SH   DFND 1 190,000 0 0
SURO CAPITAL CORP COM NEW 86887Q109 1,207 89,464 SH   SOLE   89,464 0 0
SURO CAPITAL CORP COM NEW 86887Q109 4,829 357,978 SH   DFND 1 357,978 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 901 7,500 SH   SOLE   7,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,081 9,000 SH   DFND 2 9,000 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 6,468 251,392 SH   DFND 1 251,392 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 2,187 85,000 SH   SOLE   85,000 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 2,144 100,000 SH   SOLE   100,000 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 7,504 350,000 SH   DFND 1 350,000 0 0
TELOS CORP MD COM 87969B101 1,360 40,000 SH   DFND 3 40,000 0 0
TELOS CORP MD COM 87969B101 549 16,150 SH   SOLE   16,150 0 0
TELOS CORP MD COM 87969B101 1,185 34,850 SH   DFND 2 34,850 0 0
THE TRADE DESK INC COM CL A 88339J105 3,675 47,500 SH   DFND 2 47,500 0 0
THE TRADE DESK INC COM CL A 88339J105 928 12,000 SH   SOLE   12,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,846 21,500 SH   DFND 2 21,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,089 20,000 SH   DFND 1 20,000 0 0
TRANSCAT INC COM 893529107 735 13,000 SH   SOLE   13,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 143 10,000 SH   SOLE   10,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 215 15,000 SH   DFND 1 15,000 0 0
UGI CORP NEW COM 902681105 463 10,000 SH   SOLE   10,000 0 0
VEECO INSTRS INC DEL COM 922417100 1,563 65,000 SH   DFND 1 65,000 0 0
VEECO INSTRS INC DEL COM 922417100 1,142 47,500 SH   DFND 2 47,500 0 0
VEECO INSTRS INC DEL COM 922417100 10,337 430,000 SH   DFND 3 430,000 0 0
VEECO INSTRS INC DEL COM 922417100 805 33,500 SH   SOLE   33,500 0 0
VIASAT INC COM 92552V100 748 15,000 SH   DFND 2 15,000 0 0
VIASAT INC COM 92552V100 1,994 40,000 SH   DFND 3 40,000 0 0
VIASAT INC COM 92552V100 1,371 27,500 SH   SOLE   27,500 0 0
VIASAT INC COM 92552V100 4,715 94,600 SH   DFND 1 94,600 0 0
VICOR CORP COM 925815102 5,403 51,100 SH   DFND 1 51,100 0 0
VICOR CORP COM 925815102 7,349 69,500 SH   DFND 2 69,500 0 0
VICOR CORP COM 925815102 11,552 109,250 SH   SOLE   109,250 0 0
VIEWRAY INC COM 92672L107 11,616 1,760,000 SH   DFND 3 1,760,000 0 0
VIEWRAY INC COM 92672L107 54 8,200 SH   SOLE   8,200 0 0
VIEWRAY INC COM 92672L107 660 100,000 SH   DFND 2 100,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 6,427 285,000 SH   DFND 3 285,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,377 61,050 SH   DFND 2 61,050 0 0
VISHAY PRECISION GROUP INC COM 92835K103 851 25,000 SH   DFND 2 25,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 10,552 310,000 SH   DFND 3 310,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 511 15,000 SH   SOLE   15,000 0 0
WABTEC COM 929740108 1,934 23,500 SH   SOLE   23,500 0 0
WABTEC COM 929740108 3,292 40,000 SH   DFND 1 40,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 130 2,250 SH   SOLE   2,250 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 203 3,500 SH   DFND 2 3,500 0 0
YEXT INC COM 98585N106 3,144 220,000 SH   DFND 3 220,000 0 0