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
ADVANCED ENERGY INDS COM 007973100 9,143 474,950 SH   DFND   474,950 0 0
ADVANCED ENERGY INDS COM 007973100 2,050 106,490 SH   DFND 1 106,490 0 0
ALTERA CORP COM 021441100 7,733 222,470 SH   DFND   222,470 0 0
ALTERA CORP COM 021441100 1,735 49,910 SH   DFND 1 49,910 0 0
APPLE INC COM 037833100 2,248 24,190 SH   DFND 1 24,190 0 0
APPLE INC COM 037833100 10,019 107,810 SH   DFND   107,810 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 4,711 435,789 SH   DFND   435,789 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 1,057 97,760 SH   DFND 1 97,760 0 0
CANADIAN SOLAR INC COM 136635109 1,636 52,340 SH   DFND 1 52,340 0 0
CANADIAN SOLAR INC COM 136635109 7,488 239,550 SH   DFND   239,550 0 0
COMMSCOPE HLDG CO INC COM 20337X109 1,057 45,700 SH   DFND 1 45,700 0 0
COMMSCOPE HLDG CO INC COM 20337X109 4,712 203,715 SH   DFND   203,715 0 0
CREE INC COM 225447101 7,038 140,900 SH Call DFND   140,900 0 0
CREE INC COM 225447101 1,648 33,000 SH Call DFND 1 33,000 0 0
CREE INC COM 225447101 1,618 32,390 SH   DFND 1 32,390 0 0
CREE INC COM 225447101 7,213 144,410 SH   DFND   144,410 0 0
FABRINET SHS G3323L100 6,762 328,265 SH   DFND   328,265 0 0
FABRINET SHS G3323L100 1,517 73,630 SH   DFND 1 73,630 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 2,643 169,440 SH   DFND 1 169,440 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 11,616 744,614 SH   DFND   744,614 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 935 50,280 SH   DFND 1 50,280 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 4,172 224,320 SH   DFND   224,320 0 0
IMPERVA INC COM 45321L100 1,047 39,980 SH   DFND 1 39,980 0 0
IMPERVA INC COM 45321L100 4,666 178,243 SH   DFND   178,243 0 0
INTERNATIONAL RECTIFIER CORP COM 460254105 7,364 263,930 SH   DFND   263,930 0 0
INTERNATIONAL RECTIFIER CORP COM 460254105 1,676 60,070 SH   DFND 1 60,070 0 0
INVENSENSE INC COM 46123D205 6,414 282,700 SH   DFND   282,700 0 0
INVENSENSE INC COM 46123D205 1,439 63,400 SH   DFND 1 63,400 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 10,828 997,080 SH   DFND   997,080 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 2,464 226,879 SH   DFND 1 226,879 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 1,318 105,710 SH   DFND 1 105,710 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 6,033 483,800 SH   DFND   483,800 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 632 20,960 SH   DFND 1 20,960 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 2,895 95,943 SH   DFND   95,943 0 0
LAM RESEARCH CORP COM 512807108 3,739 55,320 SH   DFND 1 55,320 0 0
LAM RESEARCH CORP COM 512807108 16,664 246,580 SH   DFND   246,580 0 0
LINEAR TECHNOLOGY CORP COM 535678106 11,343 240,980 SH   DFND   240,980 0 0
LINEAR TECHNOLOGY CORP COM 535678106 2,543 54,020 SH   DFND 1 54,020 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 5,527 385,720 SH   DFND   385,720 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,208 84,280 SH   DFND 1 84,280 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 1,198 35,440 SH   DFND 1 35,440 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 5,343 158,020 SH   DFND   158,020 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 655 43,300 SH   DFND 1 43,300 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 2,922 193,100 SH   DFND   193,100 0 0
MICRON TECHNOLOGY INC COM 595112103 10,048 304,960 SH   DFND   304,960 0 0
MICRON TECHNOLOGY INC COM 595112103 2,253 68,370 SH   DFND 1 68,370 0 0
NEOPHOTONICS CORP COM 64051T100 340 81,630 SH   DFND 1 81,630 0 0
NEOPHOTONICS CORP COM 64051T100 1,492 358,770 SH   DFND   358,770 0 0
ON SEMICONDUCTOR CORP COM 682189105 11,086 1,212,920 SH   DFND   1,212,920 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,487 272,070 SH   DFND 1 272,070 0 0
POWER INTEGRATIONS INC COM 739276103 1,064 18,490 SH   DFND 1 18,490 0 0
POWER INTEGRATIONS INC COM 739276103 4,868 84,600 SH   DFND   84,600 0 0
QUALCOMM INC COM 747525103 16,133 203,700 SH Put DFND   203,700 0 0
QUALCOMM INC COM 747525103 3,691 46,600 SH Put DFND 1 46,600 0 0
RUBICON TECHNOLOGY INC COM 78112T107 1,596 182,430 SH   DFND 1 182,430 0 0
RUBICON TECHNOLOGY INC COM 78112T107 7,118 813,497 SH   DFND   813,497 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 1,001 101,355 SH   DFND 1 101,355 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 4,583 463,895 SH   DFND   463,895 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,175 38,280 SH   DFND 1 38,280 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 9,702 170,757 SH   DFND   170,757 0 0
SEMTECH CORP COM 816850101 680 26,000 SH   DFND 1 26,000 0 0
SEMTECH CORP COM 816850101 3,033 116,000 SH   DFND   116,000 0 0
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 2,382 290,160 SH   DFND   290,160 0 0
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 586 71,390 SH   DFND 1 71,390 0 0
SOLARCITY CORP COM 83416T100 908 12,860 SH   DFND 1 12,860 0 0
SOLARCITY CORP COM 83416T100 4,157 58,885 SH   DFND   58,885 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 6,347 713,990 SH   DFND   713,990 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 1,387 156,010 SH   DFND 1 156,010 0 0
SUNEDISON INC COM 86732Y109 2,391 105,810 SH   DFND 1 105,810 0 0
SUNEDISON INC COM 86732Y109 10,665 471,890 SH   DFND   471,890 0 0
SUNPOWER CORP COM 867652406 3,040 74,180 SH   DFND 1 74,180 0 0
SUNPOWER CORP COM 867652406 13,557 330,820 SH   DFND   330,820 0 0
TERADYNE INC COM 880770102 2,168 110,590 SH   DFND 1 110,590 0 0
TERADYNE INC COM 880770102 9,524 485,910 SH   DFND   485,910 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 7,889 614,910 SH   DFND   614,910 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 1,769 137,870 SH   DFND 1 137,870 0 0
VEECO INSTRS INC DEL COM 922417100 1,379 37,000 SH Call DFND 1 37,000 0 0
VEECO INSTRS INC DEL COM 922417100 6,208 166,600 SH Call DFND   166,600 0 0
VEECO INSTRS INC DEL COM 922417100 10,902 292,602 SH   DFND   292,602 0 0
VEECO INSTRS INC DEL COM 922417100 2,444 65,600 SH   DFND 1 65,600 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 7,725 498,690 SH   DFND   498,690 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,758 113,480 SH   DFND 1 113,480 0 0
WESTERN DIGITAL CORP COM 958102105 5,512 59,720 SH   DFND   59,720 0 0
WESTERN DIGITAL CORP COM 958102105 1,235 13,380 SH   DFND 1 13,380 0 0