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 | 15,786 | 220,849 | SH | DFND | 1 | 0 | 220,849 | 0 | |
| Paypal HLDGS INC | COM | 70450Y103 | 12,762 | 311,494 | SH | DFND | 1 | 0 | 311,494 | 0 | |
| VMWARE | CL A COM | 928563402 | 11,964 | 163,115 | SH | DFND | 1 | 0 | 163,115 | 0 | |
| Comcast Corp New | CL A | 20030N101 | 8,209 | 123,742 | SH | DFND | 1 | 0 | 123,742 | 0 | |
| Infoblox INC | COM | 45672H104 | 7,778 | 294,944 | SH | DFND | 1 | 0 | 294,944 | 0 | |
| Interxion Holding N.V | SHS | N47279109 | 7,476 | 206,407 | SH | DFND | 1 | 0 | 206,407 | 0 | |
| Ituran Location and Control | SHS | M6158M104 | 1,822 | 262,075 | SH | DFND | 1 | 0 | 262,075 | 0 | |
| Qualcomm Inc | COM | 747525103 | 6,903 | 100,779 | SH | DFND | 1 | 0 | 100,779 | 0 | |
| Pattern Energy Group INC | CL A | 70338P100 | 6,719 | 298,740 | SH | DFND | 1 | 0 | 298,740 | 0 | |
| Currencyshares Euro TR | EURO SHS | 23130C108 | 6,595 | 60,315 | SH | DFND | 1 | 0 | 60,315 | 0 | |
| Microsoft Corp | COM | 594918104 | 6,377 | 110,716 | SH | DFND | 1 | 0 | 110,716 | 0 | |
| Liberty Global PLC | SHS CL C | G5480U120 | 5,641 | 170,732 | SH | DFND | 1 | 0 | 170,732 | 0 | |
| Del Friscos Restaurant Group | COM | 245077102 | 5,555 | 412,432 | SH | DFND | 1 | 0 | 412,432 | 0 | |
| VIAD Corp | COM NEW | 92552R406 | 5,234 | 141,958 | SH | DFND | 1 | 0 | 141,958 | 0 | |
| Macys | COM | 55616P104 | 5,162 | 139,319 | SH | DFND | 1 | 0 | 139,319 | 0 | |
| Travelport Worldwide LTD | SHS | G9019D104 | 4,404 | 293,043 | SH | DFND | 1 | 0 | 293,043 | 0 | |
| Luxfer HLDGS PLC | Sponsored ADR | 550678106 | 4,393 | 379,032 | SH | DFND | 1 | 0 | 379,032 | 0 | |
| Videocon D2H LTD | ADR | 92657J101 | 4,268 | 436,364 | SH | DFND | 1 | 0 | 436,364 | 0 | |
| KVH INDS INC | COM | 482738101 | 4,248 | 482,201 | SH | DFND | 1 | 0 | 482,201 | 0 | |
| Cogent Communications HLDGS | COM NEW | 19239V302 | 4,164 | 113,122 | SH | DFND | 1 | 0 | 113,122 | 0 | |
| Liquidity Services Inc | COM | 53635B107 | 4,128 | 367,287 | SH | DFND | 1 | 0 | 367,287 | 0 | |
| Liberty Media Corp Delaware | COM C Siriusxm | 531229607 | 4,017 | 120,241 | SH | DFND | 1 | 0 | 120,241 | 0 | |
| Topbuild Corp | COM | 89055F103 | 3,771 | 113,587 | SH | DFND | 1 | 0 | 113,587 | 0 | |
| NXP Semiconductors N V | COM | N6596X109 | 3,612 | 35,409 | SH | DFND | 1 | 0 | 35,409 | 0 | |
| Shoretel Inc | COM | 825211105 | 3,503 | 437,845 | SH | DFND | 1 | 0 | 437,845 | 0 | |
| Alphabet Inc | CAP STK CL A | 02079K305 | 3,482 | 4,330 | SH | DFND | 1 | 0 | 4,330 | 0 | |
| Radware LTD | ORD | M81873107 | 3,425 | 249,268 | SH | DFND | 1 | 0 | 249,268 | 0 | |
| Tripadvisor Inc | COM | 896945201 | 3,366 | 53,275 | SH | DFND | 1 | 0 | 53,275 | 0 | |
| Hewlett Packard Enterprise C | COM | 42824C109 | 3,340 | 146,828 | SH | DFND | 1 | 0 | 146,828 | 0 | |
| Lam Research Corp | COM | 512807108 | 3,090 | 32,623 | SH | DFND | 1 | 0 | 32,623 | 0 | |
| Wynn Resorts LTD | COM | 983134107 | 2,814 | 28,883 | SH | DFND | 1 | 0 | 28,883 | 0 | |
| Las Vegas Sands Corp | COM | 517834107 | 2,801 | 48,674 | SH | DFND | 1 | 0 | 48,674 | 0 | |
| Bazaarvoice Inc | COM | 073271108 | 2,697 | 456,322 | SH | DFND | 1 | 0 | 456,322 | 0 | |
| Cognizant Technology Solutio | CL A | 192446102 | 2,576 | 54,000 | SH | DFND | 1 | 0 | 54,000 | 0 | |
| Liberty Global PLC | SHS CL A | G5480U104 | 2,441 | 71,420 | SH | DFND | 1 | 0 | 71,420 | 0 | |
| Realogy HLDGS Corp | COM | 75605Y106 | 2,439 | 94,313 | SH | DFND | 1 | 0 | 94,313 | 0 | |
| PDF Solutions Inc | COM | 693282105 | 2,212 | 121,759 | SH | DFND | 1 | 0 | 121,759 | 0 | |
| Chipotle Mexican Grill INC | COM | 169656105 | 2,191 | 5,173 | SH | DFND | 1 | 0 | 5,173 | 0 | |
| KLA-TENCOR Corp | COM | 482480100 | 1,697 | 24,343 | SH | DFND | 1 | 0 | 24,343 | 0 | |
| Fortinet Inc | COM | 34959E109 | 1,472 | 39,851 | SH | DFND | 1 | 0 | 39,851 | 0 | |
| Exfo Inc | SUB VTG SHS | 302046107 | 1,024 | 275,321 | SH | DFND | 1 | 0 | 275,321 | 0 | |
| DSP Group Inc | COM | 23332B106 | 810 | 67,426 | SH | DFND | 1 | 0 | 67,426 | 0 | |
| FTD COS INC | COM | 30281V108 | 622 | 30,222 | SH | DFND | 1 | 0 | 30,222 | 0 | |
| Liberty Global PLC | LILAC SHS CL C | G5480U153 | 503 | 17,935 | SH | DFND | 1 | 0 | 17,935 | 0 | |
| Liberty Global PLC | LILAC SHS CL A | G5480U138 | 202 | 7,324 | SH | DFND | 1 | 0 | 7,324 | 0 | |
| Sphere 3D Corp New | COM | 84841L100 | 103 | 218,464 | SH | DFND | 1 | 0 | 218,464 | 0 | |