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 |
| BROADCOM LTD | SHS | Y09827109 | 4,025 | 16,595 | SH | DFND | 1 | 16,595 | 0 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 8,489 | 35,000 | SH | Call | DFND | 1 | 35,000 | 0 | 0 |
| CEVA INC | COM | 157210105 | 1,074 | 25,100 | SH | DFND | 1 | 25,100 | 0 | 0 | |
| COHERENT INC | COM | 192479103 | 7,102 | 30,200 | SH | DFND | 1 | 30,200 | 0 | 0 | |
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 6,659 | 200,500 | SH | DFND | 1 | 200,500 | 0 | 0 | |
| CREE INC | COM | 225447101 | 5,694 | 202,000 | SH | DFND | 1 | 202,000 | 0 | 0 | |
| FITBIT INC | CL A | 33812L102 | 6,771 | 972,811 | SH | DFND | 1 | 972,811 | 0 | 0 | |
| GRAINGER W W INC | COM | 384802104 | 17,975 | 100,000 | SH | Put | DFND | 1 | 100,000 | 0 | 0 |
| IMMERSION CORP | COM | 452521107 | 8,993 | 1,100,760 | SH | DFND | 1 | 1,100,760 | 0 | 0 | |
| IMMERSION CORP | COM | 452521107 | 12,548 | 1,535,900 | SH | Call | DFND | 1 | 1,535,900 | 0 | 0 |
| IMPINJ INC | COM | 453204109 | 10,902 | 262,000 | SH | DFND | 1 | 262,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 429,722 | 2,900,000 | SH | Put | DFND | 1 | 2,900,000 | 0 | 0 |
| LUMENTUM HLDGS INC | COM | 55024U109 | 8,193 | 150,750 | SH | DFND | 1 | 150,750 | 0 | 0 | |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 4,474 | 100,300 | SH | DFND | 1 | 100,300 | 0 | 0 | |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 8,487 | 100,000 | SH | Call | DFND | 1 | 100,000 | 0 | 0 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 150,738 | 600,000 | SH | Put | DFND | 1 | 600,000 | 0 | 0 |
| VARONIS SYS INC | COM | 922280102 | 17,904 | 427,300 | SH | DFND | 1 | 427,300 | 0 | 0 | |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 1,880 | 100,000 | SH | Put | DFND | 1 | 100,000 | 0 | 0 |
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 16,612 | 200,000 | SH | Put | DFND | 1 | 200,000 | 0 | 0 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 21,823 | 191,400 | SH | Put | DFND | 1 | 191,400 | 0 | 0 |