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
Liberty Broadband Corp COM SER C 530307305 30,142 289,212 SH   DFND 1 0 289,212 0
Facebook Inc CL A 30303M102 18,099 93,776 SH   DFND 1 0 93,776 0
Amerisourcebergen Corp COM 03073E105 16,014 187,824 SH   DFND 1 0 187,824 0
Comcast Corp New CL A 20030N101 15,925 376,651 SH   DFND 1 0 376,651 0
Sony Corp Sponsored ADR 835699307 14,416 275,169 SH   DFND 1 0 275,169 0
Corteva Inc COM 22052L104 13,063 441,782 SH   DFND 1 0 441,782 0
Ebay Inc COM 278642103 13,043 330,204 SH   DFND 1 0 330,204 0
Dupont De Nemours Inc COM 26614N102 13,027 173,538 SH   DFND 1 0 173,538 0
Skyworks Solutions Inc COM 83088M102 12,964 167,779 SH   DFND 1 0 167,779 0
Check Point Software Tech LT ORD M22465104 12,567 108,703 SH   DFND 1 0 108,703 0
Microchip Technology INC COM 595017104 12,172 140,390 SH   DFND 1 0 140,390 0
Marvell Technology Group LTD ORD G5876H105 12,125 507,960 SH   DFND 1 0 507,960 0
Verizon Communications Inc COM 92343V104 11,718 205,108 SH   DFND 1 0 205,108 0
Alphabet Inc CAP STK CL A 02079K305 11,634 10,744 SH   DFND 1 0 10,744 0
Interxion Holding N.V SHS N47279109 11,038 145,065 SH   DFND 1 0 145,065 0
Entegris Inc COM 29362U104 10,975 294,071 SH   DFND 1 0 294,071 0
Silicon Motion Technology Co Sponsored ADR 82706C108 10,474 236,005 SH   DFND 1 0 236,005 0
Kinder Morgan Inc Del COM 49456B101 9,925 475,329 SH   DFND 1 0 475,329 0
Enterprise Prods Partners L COM 293792107 9,810 339,784 SH   DFND 1 0 339,784 0
Disney Walt Co COM DISNEY 254687106 8,888 63,649 SH   DFND 1 0 63,649 0
Liberty Tripadvisoor HLDGS IN COM SER A 531465102 7,769 626,557 SH   DFND 1 0 626,557 0
PDF Solutions INC COM 693282105 7,655 583,470 SH   DFND 1 0 583,470 0
Liberty Media Corp Delaware COM C SIRIUSXM 531229607 7,551 198,822 SH   DFND 1 0 198,822 0
Qualcomm Inc COM 747525103 7,532 99,020 SH   DFND 1 0 99,020 0
Ingles MKTS INC CL A 457030104 7,369 236,713 SH   DFND 1 0 236,713 0
Macom Tech Solutions HLDGS I COM 55405Y100 6,188 409,000 SH   DFND 1 0 409,000 0
Luxfer Holdings PLC SHS G5698W116 5,831 237,786 SH   DFND 1 0 237,786 0
American Tower Corp New COM 03027X100 5,214 25,502 SH   DFND 1 0 25,502 0
Netgear Inc COM 64111Q104 5,112 202,127 SH   DFND 1 0 202,127 0
NXP Semiconductors N V COM N6596X109 4,908 50,279 SH   DFND 1 0 50,279 0
Paypal HLDGS Inc COM 70450Y103 4,752 41,517 SH   DFND 1 0 41,517 0
Exfo Inc SUB VTG SHS 302046107 4,741 1,295,345 SH   DFND 1 0 1,295,345 0
Zayo Group HLDGS Inc COM 98919V105 4,608 140,018 SH   DFND 1 0 140,018 0
Liquidity Services Inc COM 53635B107 4,350 714,336 SH   DFND 1 0 714,336 0
Akamai Technologies Inc COM 00971T101 3,695 46,101 SH   DFND 1 0 46,101 0
Allergan PLC CALL G0177J908 2,254 700 SH Call DFND 1 0 700 0
Abbvie Inc CALL 00287Y909 717 732 SH Call DFND 1 0 732 0
Tesla Inc PUT 88160R951 259 97 SH Put DFND 1 0 97 0