The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| Liberty Broadband Corp | COM SER C | 530307305 | 25,643 | 296,790 | SH | DFND | 1 | 0 | 296,790 | 0 | |
| Paypal HLDGS INC | COM | 70450Y103 | 16,694 | 388,041 | SH | DFND | 1 | 0 | 388,041 | 0 | |
| VMWARE INC | CL A COM | 928563402 | 15,584 | 169,138 | SH | DFND | 1 | 0 | 169,138 | 0 | |
| Microsoft Corp | COM | 594918104 | 11,548 | 175,349 | SH | DFND | 1 | 0 | 175,349 | 0 | |
| Interxion Holding N.V | SHS | N47279109 | 11,151 | 281,879 | SH | DFND | 1 | 0 | 281,879 | 0 | |
| Qualcomm Inc | COM | 747525103 | 9,276 | 161,767 | SH | DFND | 1 | 0 | 161,767 | 0 | |
| Palo Alto Networks Inc | COM | 697435105 | 8,820 | 78,274 | SH | DFND | 1 | 0 | 78,274 | 0 | |
| Currencyshares EURO TR | EURO SHS | 23130C108 | 8,518 | 82,370 | SH | DFND | 1 | 0 | 82,370 | 0 | |
| Liberty Media Corp Delaware | COM C Siriusxm | 531229607 | 8,092 | 208,662 | SH | DFND | 1 | 0 | 208,662 | 0 | |
| Marvell Technology Group LTD | ORD | G5876H105 | 8,057 | 527,963 | SH | DFND | 1 | 0 | 527,963 | 0 | |
| Tripadvisor INC | COM | 896945201 | 7,787 | 180,432 | SH | DFND | 1 | 0 | 180,432 | 0 | |
| Luxfer HLDGS PLC | Sponsored ADR | 550678106 | 7,570 | 622,537 | SH | DFND | 1 | 0 | 622,537 | 0 | |
| Gigamon Inc | COM | 37518B102 | 7,218 | 203,030 | SH | DFND | 1 | 0 | 203,030 | 0 | |
| Dollar Gen Corp New | COM | 256677105 | 6,626 | 95,027 | SH | DFND | 1 | 0 | 95,027 | 0 | |
| Orbotech LTD | ORD | M75253100 | 6,456 | 200,200 | SH | DFND | 1 | 0 | 200,200 | 0 | |
| American Tower Corp New | COM | 03027X100 | 6,261 | 51,512 | SH | DFND | 1 | 0 | 51,512 | 0 | |
| Realogy HLDGS Corp | COM | 75605Y106 | 6,083 | 204,196 | SH | DFND | 1 | 0 | 204,196 | 0 | |
| Videocon D2H LTD | ADR | 92657J101 | 6,001 | 521,853 | SH | DFND | 1 | 0 | 521,853 | 0 | |
| Alphabet INC | CAP STK CL A | 02079K305 | 5,876 | 6,931 | SH | DFND | 1 | 0 | 6,931 | 0 | |
| Comcast Corp New | CL A | 20030N101 | 5,876 | 156,311 | SH | DFND | 1 | 0 | 156,311 | 0 | |
| Covanta HLDG Corp | COM | 22282E102 | 4,679 | 298,016 | SH | DFND | 1 | 0 | 298,016 | 0 | |
| KLA-Tencor Corp | COM | 482480100 | 4,674 | 49,166 | SH | DFND | 1 | 0 | 49,166 | 0 | |
| Travelport Worldwide LTD | SHS | G9019D104 | 4,612 | 392,011 | SH | DFND | 1 | 0 | 392,011 | 0 | |
| Amerisourcebergen Corp | COM | 03073E105 | 4,525 | 51,130 | SH | DFND | 1 | 0 | 51,130 | 0 | |
| NXP Semiconductors N V | COM | N6596X109 | 4,459 | 43,086 | SH | DFND | 1 | 0 | 43,086 | 0 | |
| Pattern Energy Group INC | CL A | 70338P100 | 4,423 | 219,734 | SH | DFND | 1 | 0 | 219,734 | 0 | |
| Mellanox Technologies LTD | SHS | M51363113 | 4,382 | 86,001 | SH | DFND | 1 | 0 | 86,001 | 0 | |
| Liberty Global PLC | SHS CL A | G5480U104 | 4,182 | 119,361 | SH | DFND | 1 | 0 | 119,361 | 0 | |
| Wynn Resorts LTD | COM | 983134107 | 4,061 | 35,437 | SH | DFND | 1 | 0 | 35,437 | 0 | |
| Urban Outfitters INC | COM | 917047102 | 4,030 | 169,611 | SH | DFND | 1 | 0 | 169,611 | 0 | |
| Brocade Communications SYS I | COM NEW | 111621306 | 3,439 | 275,540 | SH | DFND | 1 | 0 | 275,540 | 0 | |
| Finisar Corp | COM NEW | 31787A507 | 3,335 | 122,000 | SH | DFND | 1 | 0 | 122,000 | 0 | |
| Microchip Technology INC | COM | 595017104 | 3,309 | 44,852 | SH | DFND | 1 | 0 | 44,852 | 0 | |
| Mylan N V | SHS EURO | N59465109 | 3,172 | 81,366 | SH | DFND | 1 | 0 | 81,366 | 0 | |
| Arch Coal INC | CL A | 039380407 | 2,873 | 41,667 | SH | DFND | 1 | 0 | 41,667 | 0 | |
| Bazaarvoice Inc | COM | 073271108 | 2,547 | 592,292 | SH | DFND | 1 | 0 | 592,292 | 0 | |
| Shortel INC | COM | 825211105 | 2,521 | 409,991 | SH | DFND | 1 | 0 | 409,991 | 0 | |
| Del Friscos Restaurant Group | COM | 245077102 | 1,573 | 87,166 | SH | DFND | 1 | 0 | 87,166 | 0 | |
| Liquidity Services INC | COM | 53635B107 | 1,541 | 192,583 | SH | DFND | 1 | 0 | 192,583 | 0 | |
| Ituran Location and Control | SHS | M6158M104 | 1,510 | 48,945 | SH | DFND | 1 | 0 | 48,945 | 0 | |
| Alphabet Inc | CAP STK CL C | 02079K107 | 1,125 | 1,356 | SH | DFND | 1 | 0 | 1,356 | 0 | |
| KVH INDS INC | COM | 482738101 | 813 | 96,749 | SH | DFND | 1 | 0 | 96,749 | 0 | |
| Ari Network SVCS Inc | COM NEW | 001930205 | 763 | 146,757 | SH | DFND | 1 | 0 | 146,757 | 0 | |