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 14,554 227,307 SH   DFND   0 227,307 0
Tripadvisor Inc COM 896945201 13,886 342,607 SH   DFND   0 342,607 0
Palo Alto Networks Inc COM 697435105 13,713 95,163 SH   DFND   0 95,163 0
Alphabet INC CAP STK CL A 02079K305 13,551 13,917 SH   DFND   0 13,917 0
VMWARE Inc CL A COM 928563402 12,683 116,156 SH   DFND   0 116,156 0
Interxion Holding N.V SHS N47279109 10,936 214,733 SH   DFND   0 214,733 0
Marvell Technology Group LTD ORD G5876H105 9,799 547,455 SH   DFND   0 547,455 0
American Tower Corp New COM 03027X100 8,797 64,359 SH   DFND   0 64,359 0
Liberty Media Corp Delaware COM C SIRIUSXM 531229607 8,737 208,662 SH   DFND   0 208,662 0
Netapp INC COM 64110D104 8,588 196,262 SH   DFND   0 196,262 0
Amerisourcebergen Corp COM 03073E105 8,427 101,841 SH   DFND   0 101,841 0
Kroger Co COM 501044101 8,413 419,398 SH   DFND   0 419,398 0
Luxfer HLDGS PLC Sponsored ADR 550678106 8,333 669,286 SH   DFND   0 669,286 0
Microsoft Corp COM 594918104 8,327 111,783 SH   DFND   0 111,783 0
Comcast Corp New CL A 20030N101 7,262 188,713 SH   DFND   0 188,713 0
Darling Ingredients Inc COM 237266101 7,216 411,855 SH   DFND   0 411,855 0
Akamai Technologies Inc COM 00971T101 7,085 145,425 SH   DFND   0 145,425 0
Wynn Resorts LTD COM 983134107 6,234 41,862 SH   DFND   0 41,862 0
Mellanox Technologies LTD SHS M51363113 6,162 130,685 SH   DFND   0 130,685 0
Microchip Technology Inc COM 595017104 6,082 67,748 SH   DFND   0 67,748 0
Dollar Gen Corp New COM 256677105 6,044 74,567 SH   DFND   0 74,567 0
PDF Solutions Inc COM 693282105 5,936 383,213 SH   DFND   0 383,213 0
Liquidity Services Inc COM 53635B107 5,909 1,001,557 SH   DFND   0 1,001,557 0
Orbotech LTD ORD M75253100 5,857 138,755 SH   DFND   0 138,755 0
Cisco Sys Inc COM 17275R102 5,438 161,700 SH   DFND   0 161,700 0
Cogent Communications HLDGS COM NEW 19239V302 5,420 110,841 SH   DFND   0 110,841 0
Travelport Worldwide LTD SHS G9019D104 5,285 336,614 SH   DFND   0 336,614 0
Liberty Global PLC SHS CL C G5480U120 5,160 157,808 SH   DFND   0 157,808 0
Covanta HLDG Corp COM 22282E102 5,145 346,447 SH   DFND   0 346,447 0
Liberty Broadband Corp COM SER C 530307305 5,072 53,219 SH   DFND   0 53,219 0
Videocon D2H LTD ADR 92657J101 5,022 564,224 SH   DFND   0 564,224 0
Broadcom LTD SHS Y09827109 4,611 19,010 SH   DFND   0 19,010 0
KLA-TENCOR Corp COM 482480100 3,693 34,843 SH   DFND   0 34,843 0
Mylan N V SHS EURO N59465109 3,260 103,910 SH   DFND   0 103,910 0
Nutanix Inc CL A 67059N108 3,051 136,252 SH   DFND   0 136,252 0
Points INTL LTD COM NEW 730843208 1,444 126,630 SH   DFND   0 126,630 0
NXP Semiconductors N V COM N6596X109 1,010 8,935 SH   DFND   0 8,935 0
Overstock COM INC DEL COM 690370101 832 28,000 SH   DFND   0 28,000 0
Identiv INC COM NEW 45170X205 83 17,924 SH   DFND   0 17,924 0
Qualcomm Inc CALL 747525903 2,801 4,481 SH Call DFND   0 4,481 0
Intel Corp CALL 458140900 1,312 3,300 SH Call DFND   0 3,300 0
AMC ENTMT HLDGS INC CALL 00165C904 781 3,452 SH Call DFND   0 3,452 0