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
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 50,406 7,913,000 SH   DFND 1 7,913,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 5,664 125,200 SH   DFND 1 125,200 0 0
CIENA CORP COM NEW 171779309 5,516 266,600 SH   DFND 1 266,600 0 0
CIRRUS LOGIC INC COM 172755100 2,953 100,000 SH   DFND 1 100,000 0 0
FIREEYE INC COM 31816Q101 11,963 576,800 SH   DFND 1 576,800 0 0
IMMERSION CORP COM 452521107 18,359 1,574,498 SH   DFND 1 1,574,498 0 0
IMMERSION CORP COM 452521107 11,118 953,500 SH Call DFND 1 953,500 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 5,398 612,000 SH   DFND 1 612,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 12,148 1,377,300 SH Call DFND 1 1,377,300 0 0
NANOMETRICS INC COM 630077105 2,489 164,417 SH   DFND 1 164,417 0 0
NXP SEMICONDUCTORS N V COM N6596X109 8,425 100,000 SH   DFND 1 100,000 0 0
OCLARO INC COM NEW 67555N206 5,273 1,515,290 SH   DFND 1 1,515,290 0 0
QLIK TECHNOLOGIES INC COM 74733T105 11,923 376,600 SH   DFND 1 376,600 0 0
RUBICON PROJ INC COM 78112V102 3,709 225,500 SH   DFND 1 225,500 0 0
STRATASYS LTD SHS M85548101 9,894 421,400 SH   DFND 1 421,400 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 12,717 233,600 SH   DFND 1 233,600 0 0