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 50,801 7,913,000 SH   DFND 1 7,913,000 0 0
BROADCOM LTD SHS Y09827109 3,140 20,205 SH   DFND 1 20,205 0 0
BROADCOM LTD SHS Y09827109 23,310 150,000 SH Call DFND 1 150,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 34,900 438,000 SH Put DFND 1 438,000 0 0
CIENA CORP COM NEW 171779309 938 50,000 SH   DFND 1 50,000 0 0
FIREEYE INC COM 31816Q101 16,384 994,800 SH   DFND 1 994,800 0 0
IMMERSION CORP COM 452521107 13,495 1,838,600 SH   DFND 1 1,838,600 0 0
IMMERSION CORP COM 452521107 5,529 753,300 SH Call DFND 1 753,300 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 4,429 220,000 SH   DFND 1 220,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 3,812 400,000 SH   DFND 1 400,000 0 0
NANOMETRICS INC COM 630077105 2,393 115,093 SH   DFND 1 115,093 0 0
SILICON MOTION TECHNOLOGY CO COM 82706C108 2,629 55,000 SH   DFND 1 55,000 0 0
SPLUNK INC COM 848637104 10,863 200,500 SH   DFND 1 200,500 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 13,635 201,100 SH   DFND 1 201,100 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 13,560 200,000 SH Call DFND 1 200,000 0 0
VARONIS SYS INC COM 922280102 2,426 101,000 SH   DFND 1 101,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 2,505 50,000 SH   DFND 1 50,000 0 0