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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
8X8 INC NEW COM 282914100   6,912,000 1,600,000 SH   DFND 3 1,600,000 0 0
ACUITYADS HLDGS INC COM 00510L106   77,500 50,000 SH   DFND 4 50,000 0 0
ACV AUCTIONS INC COM CL A 00091G104   710,165 86,500 SH   DFND 4 86,500 0 0
ADAMS RES & ENERGY INC COM NEW 006351308   3,522,260 90,500 SH   DFND 4 90,500 0 0
ADTRAN HOLDINGS INC COM 00486H105   2,348,750 125,000 SH   DFND 1 125,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   2,348,750 125,000 SH   DFND 2 125,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   5,637,000 300,000 SH   DFND 3 300,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   1,315,300 70,000 SH   DFND 4 70,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   939,500 50,000 SH   SOLE   50,000 0 0
AIR LEASE CORP CL A 00912X302   954,737 24,850 SH   DFND 1 24,850 0 0
AIR LEASE CORP CL A 00912X302   288,150 7,500 SH   DFND 2 7,500 0 0
AIR LEASE CORP CL A 00912X302   774,163 20,150 SH   SOLE   20,150 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,222,350 14,500 SH   DFND 4 14,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   2,781,900 33,000 SH   DFND 2 33,000 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102   3,080,850 1,092,500 SH   DFND 3 1,092,500 0 0
ALLBIRDS INC COM CL A 01675A109   181,500 75,000 SH   DFND 4 75,000 0 0
ALPHA PRO TECH LTD COM 020772109   884,400 220,000 SH   DFND 4 220,000 0 0
ALPHABET INC CAP STK CL A 02079K305   441,150 5,000 SH   DFND 2 5,000 0 0
ALTAIR ENGR INC COM CL A 021369103   1,182,220 26,000 SH   DFND 4 26,000 0 0
ALTERYX INC COM CL A 02156B103   1,190,745 23,500 SH   DFND 2 23,500 0 0
ALTERYX INC COM CL A 02156B103   1,520,100 30,000 SH   DFND 3 30,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   476,685 2,250 SH   DFND 4 2,250 0 0
AMERICAN TOWER CORP NEW COM 03027X100   529,650 2,500 SH   DFND 2 2,500 0 0
ANALOG DEVICES INC COM 032654105   1,640,300 10,000 SH   DFND 2 10,000 0 0
APPLE INC COM 037833100   1,104,405 8,500 SH   DFND 2 8,500 0 0
APPLE INC COM 037833100   3,612,054 27,800 SH   DFND 4 27,800 0 0
APPLIED MATLS INC COM 038222105   876,420 9,000 SH   DFND 2 9,000 0 0
ARLO TECHNOLOGIES INC COM 04206A101   157,950 45,000 SH   DFND 4 45,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,366,000 2,500 SH   DFND 4 2,500 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,229,400 2,250 SH   DFND 2 2,250 0 0
ASPEN AEROGELS INC COM 04523Y105   1,179,000 100,000 SH   DFND 1 100,000 0 0
ASPEN AEROGELS INC COM 04523Y105   4,716,000 400,000 SH   DFND 2 400,000 0 0
ASPEN AEROGELS INC COM 04523Y105   7,601,414 644,734 SH   DFND 3 644,734 0 0
ASPEN AEROGELS INC COM 04523Y105   4,209,030 357,000 SH   DFND 4 357,000 0 0
ASPEN AEROGELS INC COM 04523Y105   366,669 31,100 SH   SOLE   31,100 0 0
AVROBIO INC COM 05455M100   17,475 24,513 SH   DFND 4 24,513 0 0
AXT INC COM 00246W103   4,380,000 1,000,000 SH   DFND 3 1,000,000 0 0
AXT INC COM 00246W103   547,500 125,000 SH   DFND 4 125,000 0 0
AXT INC COM 00246W103   1,469,271 335,450 SH   DFND 2 335,450 0 0
BECTON DICKINSON & CO COM 075887109   4,704,550 18,500 SH   DFND 2 18,500 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   3,321,200 380,000 SH   DFND 3 380,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   65,550 7,500 SH   DFND 4 7,500 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   262,200 30,000 SH   DFND 2 30,000 0 0
BOEING CO COM 097023105   3,809,800 20,000 SH   DFND 1 20,000 0 0
BOEING CO COM 097023105   952,450 5,000 SH   SOLE   5,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   2,050,750 32,500 SH   DFND 4 32,500 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   504,800 8,000 SH   DFND 2 8,000 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   110,317 3,855 SH   SOLE   3,855 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   249,395 8,715 SH   DFND 1 8,715 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,033,068 32,870 SH   DFND 1 32,870 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   421,902 13,424 SH   SOLE   13,424 0 0
BRUKER CORP COM 116794108   1,537,875 22,500 SH   DFND 4 22,500 0 0
BRUKER CORP COM 116794108   512,625 7,500 SH   DFND 2 7,500 0 0
CAMBIUM NETWORKS CORP SHS G17766109   2,042,398 94,250 SH   DFND 2 94,250 0 0
CAMBIUM NETWORKS CORP SHS G17766109   7,584,500 350,000 SH   DFND 3 350,000 0 0
CAMBIUM NETWORKS CORP SHS G17766109   1,547,238 71,400 SH   DFND 4 71,400 0 0
CAMBIUM NETWORKS CORP SHS G17766109   239,454 11,050 SH   SOLE   11,050 0 0
CAMBIUM NETWORKS CORP SHS G17766109   610,011 28,150 SH   DFND 1 28,150 0 0
CARMAX INC COM 143130102   4,170,965 68,500 SH   DFND 2 68,500 0 0
CARMAX INC COM 143130102   608,900 10,000 SH   DFND 3 10,000 0 0
CARMAX INC COM 143130102   1,248,245 20,500 SH   DFND 4 20,500 0 0
CHART INDS INC COM 16115Q308   3,168,825 27,500 SH   DFND 3 27,500 0 0
CHEVRON CORP NEW COM 166764100   717,960 4,000 SH   SOLE   4,000 0 0
CHEVRON CORP NEW COM 166764100   897,450 5,000 SH   DFND 2 5,000 0 0
CLEAN HARBORS INC COM 184496107   1,358,028 11,900 SH   DFND 2 11,900 0 0
CLEAN HARBORS INC COM 184496107   2,967,120 26,000 SH   DFND 4 26,000 0 0
CLEAN HARBORS INC COM 184496107   445,068 3,900 SH   SOLE   3,900 0 0
CLEAN HARBORS INC COM 184496107   1,221,769 10,706 SH   DFND 1 10,706 0 0
COHERENT CORP COM 19247G107   4,036,500 115,000 SH   DFND 1 115,000 0 0
COHERENT CORP COM 19247G107   649,350 18,500 SH   DFND 2 18,500 0 0
COHERENT CORP COM 19247G107   3,510,000 100,000 SH   DFND 3 100,000 0 0
COHERENT CORP COM 19247G107   1,053,000 30,000 SH   SOLE   30,000 0 0
COMCAST CORP NEW CL A 20030N101   2,797,600 80,000 SH   DFND 2 80,000 0 0
COMCAST CORP NEW CL A 20030N101   6,994,000 200,000 SH   DFND 1 200,000 0 0
CORNING INC COM 219350105   1,197,750 37,500 SH   DFND 2 37,500 0 0
CRA INTL INC COM 12618T105   2,448,600 20,000 SH   DFND 4 20,000 0 0
CRYOPORT INC COM PAR $0.001 229050307   650,625 37,500 SH   DFND 4 37,500 0 0
CRYOPORT INC COM PAR $0.001 229050307   754,725 43,500 SH   DFND 2 43,500 0 0
EDGIO INC COM 53261M104   791,000 700,000 SH   DFND 3 700,000 0 0
EDUCATIONAL DEV CORP COM 281479105   1,264,000 400,000 SH   DFND 4 400,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100   4,186,700 70,000 SH   DFND 1 70,000 0 0
ENHABIT INC COM 29332G102   460,600 35,000 SH   DFND 1 35,000 0 0
ENTEGRIS INC COM 29362U104   6,493,410 99,000 SH   DFND 2 99,000 0 0
ENTEGRIS INC COM 29362U104   4,099,375 62,500 SH   DFND 4 62,500 0 0
ENTEGRIS INC COM 29362U104   1,639,750 25,000 SH   SOLE   25,000 0 0
ENTEGRIS INC COM 29362U104   4,919,250 75,000 SH   DFND 1 75,000 0 0
EQUINIX INC COM 29444U700   1,375,563 2,100 SH   DFND 4 2,100 0 0
FATHOM DIGITAL MFG CORP CL A COM 31189Y103   13,200 10,000 SH   SOLE   10,000 0 0
FATHOM DIGITAL MFG CORP CL A COM 31189Y103   39,600 30,000 SH   DFND 1 30,000 0 0
FORMFACTOR INC COM 346375108   4,001,400 180,000 SH   DFND 3 180,000 0 0
FORMFACTOR INC COM 346375108   666,900 30,000 SH   DFND 4 30,000 0 0
FORMFACTOR INC COM 346375108   2,656,485 119,500 SH   DFND 2 119,500 0 0
FORMFACTOR INC COM 346375108   4,446,000 200,000 SH   DFND 1 200,000 0 0
FORMFACTOR INC COM 346375108   1,000,350 45,000 SH   SOLE   45,000 0 0
FREQUENCY ELECTRS INC COM 358010106   4,018,500 570,000 SH   DFND 3 570,000 0 0
FREQUENCY ELECTRS INC COM 358010106   760,343 107,850 SH   SOLE   107,850 0 0
G1 THERAPEUTICS INC COM 3621LQ109   380,100 70,000 SH   DFND 4 70,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109   217,200 40,000 SH   DFND 1 40,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109   54,300 10,000 SH   SOLE   10,000 0 0
G1 THERAPEUTICS INC COM 3621LQ109   347,520 64,000 SH   DFND 2 64,000 0 0
GILEAD SCIENCES INC COM 375558103   858,500 10,000 SH   SOLE   10,000 0 0
GILEAD SCIENCES INC COM 375558103   1,287,750 15,000 SH   DFND 2 15,000 0 0
GILEAD SCIENCES INC COM 375558103   3,434,000 40,000 SH   DFND 1 40,000 0 0
GSE SYS INC COM 36227K106   1,080,000 1,500,000 SH   DFND 4 1,500,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101   205,200 20,000 SH   SOLE   20,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101   820,800 80,000 SH   DFND 1 80,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   279,300 17,500 SH   DFND 2 17,500 0 0
HONEYWELL INTL INC COM 438516106   535,750 2,500 SH   DFND 2 2,500 0 0
HONEYWELL INTL INC COM 438516106   4,286,000 20,000 SH   DFND 1 20,000 0 0
INFINERA CORP COM 45667G103   7,414,000 1,100,000 SH   DFND 3 1,100,000 0 0
INTEVAC INC COM 461148108   549,950 85,000 SH   DFND 4 85,000 0 0
INTEVAC INC COM 461148108   10,407,319 1,608,550 SH   DFND 3 1,608,550 0 0
INTEVAC INC COM 461148108   1,294,000 200,000 SH   DFND 2 200,000 0 0
KIMBELL RTY PARTNERS LP UNIT 49435R102   417,500 25,000 SH   SOLE   25,000 0 0
KLA CORP COM NEW 482480100   5,655,450 15,000 SH   DFND 1 15,000 0 0
KLA CORP COM NEW 482480100   1,885,150 5,000 SH   SOLE   5,000 0 0
KVH INDS INC COM 482738101   5,110,000 500,000 SH   DFND 2 500,000 0 0
KVH INDS INC COM 482738101   5,033,350 492,500 SH   DFND 3 492,500 0 0
KVH INDS INC COM 482738101   6,732,425 658,750 SH   DFND 4 658,750 0 0
KVH INDS INC COM 482738101   1,132,376 110,800 SH   SOLE   110,800 0 0
KVH INDS INC COM 482738101   979,076 95,800 SH   DFND 1 95,800 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   2,896,404 12,300 SH   DFND 4 12,300 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   1,177,400 5,000 SH   SOLE   5,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   7,715,031 32,763 SH   DFND 1 32,763 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   2,590,280 11,000 SH   DFND 2 11,000 0 0
LAM RESEARCH CORP COM 512807108   1,050,750 2,500 SH   DFND 2 2,500 0 0
LEMAITRE VASCULAR INC COM 525558201   943,410 20,500 SH   DFND 4 20,500 0 0
LUMENTUM HLDGS INC COM 55024U109   5,217,000 100,000 SH   DFND 3 100,000 0 0
MARKEL CORP COM 570535104   1,976,235 1,500 SH   DFND 4 1,500 0 0
MARVELL TECHNOLOGY INC COM 573874104   555,600 15,000 SH   DFND 2 15,000 0 0
MATIV HOLDINGS INC COM 808541106   2,717,000 130,000 SH   DFND 4 130,000 0 0
MATRIX SVC CO COM 576853105   933,000 150,000 SH   DFND 4 150,000 0 0
MAXLINEAR INC COM 57776J100   848,750 25,000 SH   DFND 3 25,000 0 0
MEDTRONIC PLC SHS G5960L103   1,829,607 23,541 SH   DFND 1 23,541 0 0
MEDTRONIC PLC SHS G5960L103   1,554,400 20,000 SH   DFND 2 20,000 0 0
MEDTRONIC PLC SHS G5960L103   582,900 7,500 SH   SOLE   7,500 0 0
MKS INSTRS INC COM 55306N104   1,948,790 23,000 SH   DFND 2 23,000 0 0
MKS INSTRS INC COM 55306N104   3,770,485 44,500 SH   DFND 3 44,500 0 0
MKS INSTRS INC COM 55306N104   1,864,060 22,000 SH   DFND 4 22,000 0 0
MKS INSTRS INC COM 55306N104   1,270,950 15,000 SH   SOLE   15,000 0 0
MKS INSTRS INC COM 55306N104   2,965,550 35,000 SH   DFND 1 35,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   2,624,024 219,400 SH   DFND 1 219,400 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   239,200 20,000 SH   DFND 2 20,000 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   796,536 66,600 SH   SOLE   66,600 0 0
NLIGHT INC COM 65487K100   936,936 92,400 SH   DFND 1 92,400 0 0
NLIGHT INC COM 65487K100   1,377,519 135,850 SH   DFND 2 135,850 0 0
NLIGHT INC COM 65487K100   10,140,000 1,000,000 SH   DFND 3 1,000,000 0 0
NLIGHT INC COM 65487K100   1,508,832 148,800 SH   DFND 4 148,800 0 0
NLIGHT INC COM 65487K100   300,144 29,600 SH   SOLE   29,600 0 0
NOVA LTD COM M7516K103   3,675,600 45,000 SH   DFND 2 45,000 0 0
NOVA LTD COM M7516K103   4,900,800 60,000 SH   DFND 4 60,000 0 0
NOVA LTD COM M7516K103   1,633,600 20,000 SH   SOLE   20,000 0 0
NOVA LTD COM M7516K103   5,309,200 65,000 SH   DFND 1 65,000 0 0
OIL DRI CORP AMER COM 677864100   1,509,300 45,000 SH   DFND 4 45,000 0 0
PARSONS CORP DEL COM 70202L102   3,584,375 77,500 SH   DFND 2 77,500 0 0
PARSONS CORP DEL COM 70202L102   3,584,375 77,500 SH   DFND 4 77,500 0 0
PARSONS CORP DEL COM 70202L102   462,500 10,000 SH   SOLE   10,000 0 0
PARSONS CORP DEL COM 70202L102   1,618,750 35,000 SH   DFND 1 35,000 0 0
PDF SOLUTIONS INC COM 693282105   9,667,995 338,990 SH   DFND 2 338,990 0 0
PDF SOLUTIONS INC COM 693282105   9,839,400 345,000 SH   DFND 4 345,000 0 0
PDF SOLUTIONS INC COM 693282105   142,600 5,000 SH   SOLE   5,000 0 0
PDF SOLUTIONS INC COM 693282105   285,200 10,000 SH   DFND 1 10,000 0 0
PHOTRONICS INC COM 719405102   3,071,475 182,500 SH   DFND 1 182,500 0 0
PHOTRONICS INC COM 719405102   3,113,550 185,000 SH   DFND 2 185,000 0 0
PHOTRONICS INC COM 719405102   9,256,500 550,000 SH   DFND 3 550,000 0 0
PHOTRONICS INC COM 719405102   3,786,750 225,000 SH   DFND 4 225,000 0 0
PHOTRONICS INC COM 719405102   1,087,218 64,600 SH   SOLE   64,600 0 0
PRECISION OPTICS CORP INC MA COM NEW 740294400   1,117,555 198,500 SH   DFND 4 198,500 0 0
Q2 HLDGS INC COM 74736L109   214,960 8,000 SH   DFND 4 8,000 0 0
Q2 HLDGS INC COM 74736L109   443,355 16,500 SH   DFND 2 16,500 0 0
QUEST DIAGNOSTICS INC COM 74834L100   469,320 3,000 SH   DFND 4 3,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100   860,420 5,500 SH   DFND 2 5,500 0 0
RESEARCH SOLUTIONS INC COM 761025105   926,400 480,000 SH   DFND 4 480,000 0 0
ROGERS CORP COM 775133101   1,790,100 15,000 SH   DFND 3 15,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   3,028,500 75,000 SH   DFND 3 75,000 0 0
SIENTRA INC COM 82621J105   142,030 700,000 SH   DFND 3 700,000 0 0
SIENTRA INC COM 82621J105   4,058 20,000 SH   DFND 4 20,000 0 0
SITIME CORP COM 82982T106   508,100 5,000 SH   DFND 4 5,000 0 0
SITIME CORP COM 82982T106   1,270,250 12,500 SH   DFND 2 12,500 0 0
SMITH MIDLAND CORP COM 832156103   2,995,050 146,100 SH   DFND 4 146,100 0 0
SOUTHWEST AIRLS CO COM 844741108   478,114 14,200 SH   DFND 1 14,200 0 0
SOUTHWEST AIRLS CO COM 844741108   195,286 5,800 SH   SOLE   5,800 0 0
STANDARD BIOTOOLS INC COM 34385P108   4,267,174 3,647,157 SH   DFND 3 3,647,157 0 0
STANDARD BIOTOOLS INC COM 34385P108   29,250 25,000 SH   DFND 4 25,000 0 0
STANDARD BIOTOOLS INC COM 34385P108   29,250 25,000 SH   SOLE   25,000 0 0
STANDARD BIOTOOLS INC COM 34385P108   117,000 100,000 SH   DFND 1 100,000 0 0
SUMO LOGIC INC COM 86646P103   607,500 75,000 SH   DFND 1 75,000 0 0
SUMO LOGIC INC COM 86646P103   8,100,000 1,000,000 SH   DFND 3 1,000,000 0 0
SUMO LOGIC INC COM 86646P103   202,500 25,000 SH   SOLE   25,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   4,720,750 57,500 SH   DFND 2 57,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104   5,336,500 65,000 SH   DFND 4 65,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   2,750,350 33,500 SH   SOLE   33,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104   9,564,650 116,500 SH   DFND 1 116,500 0 0
SURO CAPITAL CORP COM NEW 86887Q109   1,332,341 350,616 SH   DFND 1 350,616 0 0
SURO CAPITAL CORP COM NEW 86887Q109   356,714 93,872 SH   SOLE   93,872 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103   1,234,440 68,580 SH   SOLE   68,580 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103   2,659,518 147,751 SH   DFND 1 147,751 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100   1,167,522 82,162 SH   SOLE   82,162 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100   3,081,723 216,870 SH   DFND 1 216,870 0 0
TELOS CORP MD COM 87969B101   610,800 120,000 SH   DFND 2 120,000 0 0
TELOS CORP MD COM 87969B101   6,108,000 1,200,000 SH   DFND 3 1,200,000 0 0
TELOS CORP MD COM 87969B101   509,000 100,000 SH   DFND 4 100,000 0 0
TERADYNE INC COM 880770102   436,750 5,000 SH   DFND 4 5,000 0 0
TERADYNE INC COM 880770102   218,375 2,500 SH   DFND 2 2,500 0 0
THE TRADE DESK INC COM CL A 88339J105   537,960 12,000 SH   DFND 4 12,000 0 0
THE TRADE DESK INC COM CL A 88339J105   2,107,010 47,000 SH   DFND 2 47,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   10,463,110 19,000 SH   DFND 2 19,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,260,350 15,000 SH   DFND 1 15,000 0 0
THERMON GROUP HLDGS INC COM 88362T103   2,359,400 117,500 SH   DFND 4 117,500 0 0
THREDUP INC CL A 88556E102   917,000 700,000 SH   DFND 4 700,000 0 0
TRANSCAT INC COM 893529107   1,240,225 17,500 SH   DFND 4 17,500 0 0
TTM TECHNOLOGIES INC COM 87305R109   241,280 16,000 SH   SOLE   16,000 0 0
TTM TECHNOLOGIES INC COM 87305R109   663,520 44,000 SH   DFND 1 44,000 0 0
UGI CORP NEW COM 902681105   370,700 10,000 SH   SOLE   10,000 0 0
UNISYS CORP COM NEW 909214306   1,660,750 325,000 SH   DFND 4 325,000 0 0
UNISYS CORP COM NEW 909214306   102,200 20,000 SH   SOLE   20,000 0 0
UNISYS CORP COM NEW 909214306   306,600 60,000 SH   DFND 1 60,000 0 0
UPLAND SOFTWARE INC COM 91544A109   3,868,025 542,500 SH   DFND 3 542,500 0 0
VACASA INC CLASS A COM 91854V107   58,590 46,500 SH   DFND 1 46,500 0 0
VACASA INC CLASS A COM 91854V107   269,829 214,150 SH   DFND 2 214,150 0 0
VACASA INC CLASS A COM 91854V107   1,575,000 1,250,000 SH   DFND 4 1,250,000 0 0
VACASA INC CLASS A COM 91854V107   20,538 16,300 SH   SOLE   16,300 0 0
VEECO INSTRS INC DEL COM 922417100   1,393,500 75,000 SH   DFND 2 75,000 0 0
VEECO INSTRS INC DEL COM 922417100   2,229,600 120,000 SH   DFND 3 120,000 0 0
VEECO INSTRS INC DEL COM 922417100   1,393,500 75,000 SH   DFND 4 75,000 0 0
VEECO INSTRS INC DEL COM 922417100   464,500 25,000 SH   SOLE   25,000 0 0
VEECO INSTRS INC DEL COM 922417100   1,486,400 80,000 SH   DFND 1 80,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   394,000 10,000 SH   SOLE   10,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,005,200 220,000 SH   DFND 4 220,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   112,695 8,250 SH   SOLE   8,250 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   399,555 29,250 SH   DFND 1 29,250 0 0
VIA OPTRONICS AG SPONSORED ADS 91823Y109   207,506 130,000 SH   DFND 4 130,000 0 0
VIASAT INC COM 92552V100   2,851,665 90,100 SH   DFND 1 90,100 0 0
VIASAT INC COM 92552V100   316,500 10,000 SH   DFND 2 10,000 0 0
VIASAT INC COM 92552V100   2,215,500 70,000 SH   DFND 3 70,000 0 0
VIASAT INC COM 92552V100   870,375 27,500 SH   SOLE   27,500 0 0
VICOR CORP COM 925815102   4,300,000 80,000 SH   DFND 2 80,000 0 0
VICOR CORP COM 925815102   4,031,250 75,000 SH   DFND 3 75,000 0 0
VICOR CORP COM 925815102   6,046,875 112,500 SH   DFND 4 112,500 0 0
VICOR CORP COM 925815102   1,343,750 25,000 SH   SOLE   25,000 0 0
VICOR CORP COM 925815102   2,687,500 50,000 SH   DFND 1 50,000 0 0
VIEWRAY INC COM 92672L107   9,923,200 2,215,000 SH   DFND 3 2,215,000 0 0
VIEWRAY INC COM 92672L107   19,264 4,300 SH   DFND 4 4,300 0 0
VIEWRAY INC COM 92672L107   648,614 144,780 SH   DFND 2 144,780 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108   1,186,350 55,000 SH   DFND 2 55,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   154,600 4,000 SH   DFND 3 4,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103   5,237,075 135,500 SH   DFND 4 135,500 0 0
VISHAY PRECISION GROUP INC COM 92835K103   309,200 8,000 SH   DFND 2 8,000 0 0
WABTEC COM 929740108   299,430 3,000 SH   DFND 4 3,000 0 0
WABTEC COM 929740108   2,046,105 20,500 SH   SOLE   20,500 0 0
WABTEC COM 929740108   3,992,400 40,000 SH   DFND 1 40,000 0 0
YEXT INC COM 98585N106   7,186,996 1,100,612 SH   DFND 3 1,100,612 0 0
ZUORA INC COM CL A 98983V106   4,626,824 727,488 SH   DFND 3 727,488 0 0