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
Paypal HLDGS INC COM 70450Y103 16,187 301,601 SH   DFND 1 0 301,601 0
Liberty Broadband Corp COM SER C 530307305 13,961 160,938 SH   DFND 1 0 160,938 0
Microsoft Corp COM 594918104 13,299 192,940 SH   DFND 1 0 192,940 0
Palo Alto Networks INC COM 697435105 11,930 89,154 SH   DFND 1 0 89,154 0
Interxion Holding N.V SHS N47279109 10,920 238,524 SH   DFND 1 0 238,524 0
VMWARE INC CL A COM 928563402 10,556 120,739 SH   DFND 1 0 120,739 0
Dollar Gen Corp New COM 256677105 8,883 123,218 SH   DFND 1 0 123,218 0
Tripadvisor Inc COM 896945201 8,731 228,559 SH   DFND 1 0 228,559 0
Liberty Media Corp Delaware COM C Siriusxm 531229607 8,701 208,662 SH   DFND 1 0 208,662 0
Luxfer HLDGS PLC Sponsored ADR 550678106 8,497 664,373 SH   DFND 1 0 664,373 0
Marvell Technology Group LTD ORD G5876H105 8,278 501,076 SH   DFND 1 0 501,076 0
American Tower Corp New COM 03027X100 7,274 54,974 SH   DFND 1 0 54,974 0
Orbotech LTD ORD M75253100 7,040 215,814 SH   DFND 1 0 215,814 0
Alphabet INC CAP STK CL A 02079K305 6,870 7,390 SH   DFND 1 0 7,390 0
Travelport Worldwide LTD SHS G9019D104 6,581 478,306 SH   DFND 1 0 478,306 0
Netapp INC COM 64110D104 6,048 151,022 SH   DFND 1 0 151,022 0
Comcast Corp New CL A 20030N101 6,001 154,197 SH   DFND 1 0 154,197 0
Amerisourcebergen Corp COM 03073E105 5,738 60,699 SH   DFND 1 0 60,699 0
NXP Semiconductors N V COM N6596X109 5,568 50,868 SH   DFND 1 0 50,868 0
Darling Ingredients INC COM 237266101 5,294 336,319 SH   DFND 1 0 336,319 0
Wynn Resorts LTD COM 983134107 5,154 38,430 SH   DFND 1 0 38,430 0
Videocon D2H LTD ADR 92657J101 4,603 472,553 SH   DFND 1 0 472,553 0
Gigamon Inc COM 37518B102 4,474 113,710 SH   DFND 1 0 113,710 0
Covanta HLDG Corp COM 22282E102 4,198 318,044 SH   DFND 1 0 318,044 0
Cogent Communications HLDGS COM NEW 19239V302 4,151 103,508 SH   DFND 1 0 103,508 0
Liberty Global PLC SHS CL C G5480U120 3,972 127,382 SH   DFND 1 0 127,382 0
Brocade Communications SYS I COM NEW 111621306 3,708 294,057 SH   DFND 1 0 294,057 0
Mylan N V SHS EURO N59465109 3,703 95,391 SH   DFND 1 0 95,391 0
Kroger Co COM 501044101 3,498 150,000 SH   DFND 1 0 150,000 0
Liquiditiy Services INC COM 53635B107 3,496 550,540 SH   DFND 1 0 550,540 0
Mellanox Technologies LTD SHS M51363113 3,232 74,633 SH   DFND 1 0 74,633 0
Akamai Technologies INC COM 00971T101 3,063 61,500 SH   DFND 1 0 61,500 0
KLA-Tencor Corp COM 482480100 2,979 32,553 SH   DFND 1 0 32,553 0
Shoretel INC COM 825211105 2,758 475,539 SH   DFND 1 0 475,539 0
Nutanix INC CL A 67059N108 2,257 112,000 SH   DFND 1 0 112,000 0
Inphi Corp COM 45772F107 2,179 63,520 SH   DFND 1 0 63,520 0
Microchip Technology Inc COM 595017104 1,990 25,783 SH   DFND 1 0 25,783 0
Bazaarvoice Inc COM 073271108 1,544 311,984 SH   DFND 1 0 311,984 0
Points INTL LTD COM NEW 730843208 905 100,069 SH   DFND 1 0 100,069 0
Identiv Inc COM NEW 45170X205 541 103,100 SH   DFND 1 0 103,100 0
DHI Group INC COM 23331S100 418 146,768 SH   DFND 1 0 146,768 0
Qualcomm INC CALL 747525903 3,513 3,892 SH Call DFND 1 0 3,892 0
Intel Corp CALL 458140900 743 3,300 SH Call DFND 1 0 3,300 0