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 10,247 545,354 SH   DFND   545,354 0 0
ADVANCED ENERGY INDS COM 007973100 2,075 110,450 SH   DFND 1 110,450 0 0
ALTERA CORP COM 021441100 11,301 315,833 SH   DFND   315,833 0 0
ALTERA CORP COM 021441100 2,303 64,360 SH   DFND 1 64,360 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 4,209 601,309 SH   DFND   601,309 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 858 122,540 SH   DFND 1 122,540 0 0
ARUBA NETWORKS INC COM 043176106 3,073 142,398 SH   DFND   142,398 0 0
ARUBA NETWORKS INC COM 043176106 624 28,900 SH   DFND 1 28,900 0 0
ATMEL CORP COM 049513104 4,650 575,510 SH   DFND   575,510 0 0
ATMEL CORP COM 049513104 944 116,890 SH   DFND 1 116,890 0 0
CANADIAN SOLAR INC COM 136635109 3,219 90,000 SH   DFND 1 90,000 0 0
CANADIAN SOLAR INC COM 136635109 15,796 441,587 SH   DFND   441,587 0 0
CAVIUM INC COM 14964U108 75 1,500 SH Put DFND 1 1,500 0 0
CAVIUM INC COM 14964U108 502 10,100 SH Put DFND   10,100 0 0
FABRINET SHS G3323L100 5,072 347,416 SH   DFND   347,416 0 0
FABRINET SHS G3323L100 1,027 70,370 SH   DFND 1 70,370 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 2,403 154,730 SH   DFND 1 154,730 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 11,791 759,224 SH   DFND   759,224 0 0
FINISAR CORP COM NEW 31787A507 957 57,560 SH   DFND 1 57,560 0 0
FINISAR CORP COM NEW 31787A507 4,697 282,440 SH   DFND   282,440 0 0
GIGAMON INC COM 37518B102 790 75,450 SH   DFND 1 75,450 0 0
GIGAMON INC COM 37518B102 3,900 372,460 SH   DFND   372,460 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 2,621 242,000 SH Call DFND   242,000 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 520 48,000 SH Call DFND 1 48,000 0 0
IMPERVA INC COM 45321L100 1,645 57,240 SH   DFND 1 57,240 0 0
IMPERVA INC COM 45321L100 8,071 280,910 SH   DFND   280,910 0 0
INVENSENSE INC COM 46123D205 468 23,700 SH   DFND 1 23,700 0 0
INVENSENSE INC COM 46123D205 2,295 116,300 SH   DFND   116,300 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 5,463 590,562 SH   DFND   590,562 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 1,113 120,349 SH   DFND 1 120,349 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 2,120 77,130 SH   DFND 1 77,130 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 10,405 378,499 SH   DFND   378,499 0 0
LAM RESEARCH CORP COM 512807108 3,972 53,170 SH   DFND 1 53,170 0 0
LAM RESEARCH CORP COM 512807108 19,491 260,930 SH   DFND   260,930 0 0
LINEAR TECHNOLOGY CORP COM 535678106 14,968 337,200 SH   DFND   337,200 0 0
LINEAR TECHNOLOGY CORP COM 535678106 3,032 68,300 SH   DFND 1 68,300 0 0
LINKEDIN CORP COM CL A 53578A108 1,351 6,500 SH Put DFND   6,500 0 0
LINKEDIN CORP COM CL A 53578A108 208 1,000 SH Put DFND 1 1,000 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 3,677 121,591 SH   DFND   121,591 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 742 24,540 SH   DFND 1 24,540 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 644 73,810 SH   DFND 1 73,810 0 0
MAXWELL TECHNOLOGIES INC COM 577767106 3,178 364,486 SH   DFND   364,486 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 6,949 154,868 SH   DFND   154,868 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 1,408 31,370 SH   DFND 1 31,370 0 0
MICRON TECHNOLOGY INC COM 595112103 7,951 232,064 SH   DFND   232,064 0 0
MICRON TECHNOLOGY INC COM 595112103 1,611 47,020 SH   DFND 1 47,020 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,253 91,380 SH   DFND   91,380 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,274 18,620 SH   DFND 1 18,620 0 0
ON SEMICONDUCTOR CORP COM 682189105 9,015 1,008,370 SH   DFND   1,008,370 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,837 205,520 SH   DFND 1 205,520 0 0
PANDORA MEDIA INC COM 698354107 5,537 229,192 SH   DFND   229,192 0 0
PANDORA MEDIA INC COM 698354107 1,129 46,710 SH   DFND 1 46,710 0 0
QUALCOMM INC COM 747525103 4,038 54,000 SH Put DFND 1 54,000 0 0
QUALCOMM INC COM 747525103 1,994 266,600 SH Put DFND   266,600 0 0
RUBICON TECHNOLOGY INC COM 78112T107 673 158,420 SH   DFND 1 158,420 0 0
RUBICON TECHNOLOGY INC COM 78112T107 3,324 782,205 SH   DFND   782,205 0 0
RUCKUS WIRELESS INC COM 781220108 686 51,370 SH   DFND 1 51,370 0 0
RUCKUS WIRELESS INC COM 781220108 3,378 252,830 SH   DFND   252,830 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 572 9,980 SH   DFND 1 9,980 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,803 48,951 SH   DFND   48,951 0 0
SEMTECH CORP COM 816850101 708 26,060 SH   DFND 1 26,060 0 0
SEMTECH CORP COM 816850101 3,503 129,040 SH   DFND   129,040 0 0
SILICON LABORATORIES INC COM 826919102 6,405 157,614 SH   DFND   157,614 0 0
SILICON LABORATORIES INC COM 826919102 1,297 31,920 SH   DFND 1 31,920 0 0
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 2,404 352,460 SH   DFND   352,460 0 0
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864 487 71,390 SH   DFND 1 71,390 0 0
SOLARCITY CORP COM 83416T100 8,075 135,483 SH   DFND   135,483 0 0
SOLARCITY CORP COM 83416T100 1,646 27,610 SH   DFND 1 27,610 0 0
SUNEDISON INC COM 86732Y109 2,018 106,890 SH   DFND 1 106,890 0 0
SUNEDISON INC COM 86732Y109 9,942 526,610 SH   DFND   526,610 0 0
SUNPOWER CORP COM 867652406 1,657 48,900 SH   DFND 1 48,900 0 0
SUNPOWER CORP COM 867652406 8,132 240,009 SH   DFND   240,009 0 0
TERADYNE INC COM 880770102 2,531 130,550 SH   DFND 1 130,550 0 0
TERADYNE INC COM 880770102 12,500 644,650 SH   DFND   644,650 0 0
TERRAFORM PWR INC CL A COM 88104R100 1,582 54,800 SH   DFND 1 54,800 0 0
TERRAFORM PWR INC CL A COM 88104R100 7,810 270,600 SH   DFND   270,600 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 14,487 1,200,280 SH   DFND   1,200,280 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 2,952 244,600 SH   DFND 1 244,600 0 0
ULTRATECH INC COM 904034105 7,995 351,424 SH   DFND   351,424 0 0
ULTRATECH INC COM 904034105 1,629 71,620 SH   DFND 1 71,620 0 0
VEECO INSTRS INC DEL COM 922417100 2,132 61,000 SH Call DFND 1 61,000 0 0
VEECO INSTRS INC DEL COM 922417100 10,003 286,200 SH Call DFND   286,200 0 0
VEECO INSTRS INC DEL COM 922417100 10,533 301,372 SH   DFND   301,372 0 0
VEECO INSTRS INC DEL COM 922417100 2,147 61,430 SH   DFND 1 61,430 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 8,007 560,290 SH   DFND   560,290 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,622 113,480 SH   DFND 1 113,480 0 0
XILINX INC COM 983919101 1,577 37,240 SH   DFND 1 37,240 0 0
XILINX INC COM 983919101 7,740 182,760 SH   DFND   182,760 0 0