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
8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 11,318 701,248 SH   DFND 1 701,248 0 0
8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 4,426 274,254 SH   DFND   274,254 0 0
APPLE INC COM 037833100 2,274 21,600 SH Put DFND 1 21,600 0 0
APPLE INC COM 037833100 884 8,400 SH Put DFND   8,400 0 0
APPLE INC COM 037833100 2,274 21,600 SH Put DFND 1 21,600 0 0
APPLE INC COM 037833100 884 8,400 SH Put DFND   8,400 0 0
ANALOG DEVICES INC COM 032654105 4,774 86,300 SH Put DFND 1 86,300 0 0
ANALOG DEVICES INC COM 032654105 1,864 33,700 SH Put DFND   33,700 0 0
AMKOR TECHNOLOGY INC COM 031652100 1,236 203,219 SH   DFND 1 203,219 0 0
AMKOR TECHNOLOGY INC COM 031652100 484 79,600 SH   DFND   79,600 0 0
ARISTA NETWORKS INC COM 040413106 5,075 65,200 SH Put DFND 1 65,200 0 0
ARISTA NETWORKS INC COM 040413106 1,985 25,500 SH Put DFND   25,500 0 0
APPLIED MATLS INC COM 038222105 1,369 73,320 SH   DFND   73,320 0 0
APPLIED MATLS INC COM 038222105 3,422 183,280 SH   DFND 1 183,280 0 0
ATMEL ORD COM 049513104 8,692 1,009,480 SH   DFND 1 1,009,480 0 0
ATMEL ORD COM 049513104 3,404 395,320 SH   DFND   395,320 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S904 5,487 37,800 SH Put DFND 1 37,800 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S904 2,148 14,800 SH Put DFND   14,800 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S904 16,692 115,000 SH Put DFND 1 115,000 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S904 6,532 45,000 SH Put DFND   45,000 0 0
CANADIAN SOLAR INC COM 136635109 10,990 379,486 SH   DFND 1 379,486 0 0
CANADIAN SOLAR INC COM 136635109 4,300 148,490 SH   DFND   148,490 0 0
CAVIUM INC COM 14964U108 1,853 28,200 SH Put DFND   28,200 0 0
CAVIUM INC COM 14964U108 4,718 71,800 SH Put DFND 1 71,800 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 7,083 125,750 SH   DFND 1 125,750 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 2,774 49,250 SH   DFND   49,250 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 7,768 466,541 SH   DFND 1 466,541 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 3,043 182,746 SH   DFND   182,746 0 0
E M C CORP MASS COM 268648102 1,373 53,460 SH   DFND   53,460 0 0
E M C CORP MASS COM 268648102 3,506 136,540 SH   DFND 1 136,540 0 0
FABRINET SHS G3323L100 5,668 237,946 SH   DFND   237,946 0 0
FABRINET SHS G3323L100 14,468 607,397 SH   DFND 1 607,397 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 992 47,893 SH   DFND   47,893 0 0
FAIRCHILD SEMICONDUCTOR INTL COM 303726103 2,468 119,160 SH   DFND 1 119,160 0 0
FINISAR CORP COM NEW 31787A507 677 46,588 SH   DFND   46,588 0 0
FINISAR CORP COM NEW 31787A507 1,732 119,086 SH   DFND 1 119,086 0 0
GODADDY INC CL A 380237107 3,600 112,300 SH Put DFND   112,300 0 0
GODADDY INC CL A 380237107 9,198 286,900 SH Put DFND 1 286,900 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,710 112,470 SH   DFND   112,470 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 4,370 287,530 SH   DFND 1 287,530 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 9,429 1,149,824 SH   DFND 1 1,149,824 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 3,696 450,700 SH   DFND   450,700 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 14,341 104,210 SH   DFND 1 104,210 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,614 40,790 SH   DFND   40,790 0 0
INTERSIL CORP CL A 46069S109 1,242 97,330 SH   DFND   97,330 0 0
INTERSIL CORP CL A 46069S109 3,098 242,770 SH   DFND 1 242,770 0 0
JD COM INC SPON ADR CL A 47215P106 3,345 103,670 SH   DFND 1 103,670 0 0
JD COM INC SPON ADR CL A 47215P106 1,311 40,630 SH   DFND   40,630 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 21,324 770,647 SH   DFND 1 770,647 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 8,344 301,554 SH   DFND   301,554 0 0
LAM RESEARCH CORP COM 512807108 2,465 31,040 SH   DFND   31,040 0 0
LAM RESEARCH CORP COM 512807108 6,156 77,508 SH   DFND 1 77,508 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,275 351,690 SH   DFND   351,690 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 5,812 898,240 SH   DFND 1 898,240 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 4,182 400,590 SH   DFND 1 400,590 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 1,638 156,860 SH   DFND   156,860 0 0
LUMENTUM HLDGS INC COM 55024U109 1,079 49,014 SH   DFND   49,014 0 0
LUMENTUM HLDGS INC COM 55024U109 2,758 125,268 SH   DFND 1 125,268 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,192 702,043 SH   DFND 1 702,043 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,424 274,810 SH   DFND   274,810 0 0
MICRON TECHNOLOGY INC COM 595112103 3,598 254,100 SH   DFND   254,100 0 0
MICRON TECHNOLOGY INC COM 595112103 9,185 648,630 SH   DFND 1 648,630 0 0
MICROSOFT CORP COM 594918104 13,154 237,100 SH   DFND 1 237,100 0 0
MICROSOFT CORP COM 594918104 5,154 92,900 SH   DFND   92,900 0 0
NIMBLE STORAGE INC COM 65440R101 1,631 177,270 SH   DFND   177,270 0 0
NIMBLE STORAGE INC COM 65440R101 4,165 452,730 SH   DFND 1 452,730 0 0
SERVICENOW INC COM 81762P102 2,917 33,700 SH Put DFND   33,700 0 0
SERVICENOW INC COM 81762P102 7,470 86,300 SH Put DFND 1 86,300 0 0
OCLARO INC COM NEW 67555N206 772 221,795 SH   DFND   221,795 0 0
OCLARO INC COM NEW 67555N206 1,971 566,270 SH   DFND 1 566,270 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,173 221,723 SH   DFND 1 221,723 0 0
ON SEMICONDUCTOR CORP COM 682189105 851 86,880 SH   DFND   86,880 0 0
PALO ALTO NETWORKS INC COM 697435105 3,470 19,700 SH Put DFND   19,700 0 0
PALO ALTO NETWORKS INC COM 697435105 8,860 50,300 SH Put DFND 1 50,300 0 0
QUALCOMM INC COM 747525103 2,108 42,180 SH   DFND   42,180 0 0
QUALCOMM INC COM 747525103 5,389 107,820 SH   DFND 1 107,820 0 0
RUCKUS WIRELESS INC COM 781220108 4,821 450,158 SH   DFND 1 450,158 0 0
RUCKUS WIRELESS INC COM 781220108 1,888 176,260 SH   DFND   176,260 0 0
SANDISK CORP COM 80004C101 3,102 40,820 SH   DFND   40,820 0 0
SANDISK CORP COM 80004C101 7,917 104,180 SH   DFND 1 104,180 0 0
SOLARCITY CORP COM 83416T100 19,645 385,047 SH   DFND 1 385,047 0 0
SOLARCITY CORP COM 83416T100 7,685 150,623 SH   DFND   150,623 0 0
SUNEDISON INC COM 86732Y109 6,401 1,257,600 SH Call DFND 1 1,257,600 0 0
SUNEDISON INC COM 86732Y109 2,506 492,400 SH Call DFND   492,400 0 0
SUNPOWER CORP COM 867652406 4,709 156,917 SH   DFND   156,917 0 0
SUNPOWER CORP COM 867652406 12,016 400,416 SH   DFND 1 400,416 0 0
SUNRUN INC COM 86771W105 3,877 329,390 SH   DFND   329,390 0 0
SUNRUN INC COM 86771W105 9,910 841,983 SH   DFND 1 841,983 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,589 33,700 SH Put DFND   33,700 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 6,630 86,300 SH Put DFND 1 86,300 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,147 158,100 SH Put DFND 1 158,100 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,756 61,900 SH Put DFND   61,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 18,785 244,500 SH Put DFND 1 244,500 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 7,337 95,500 SH Put DFND   95,500 0 0
TERRAFORM GLOBAL INC CL A 88104M101 2,927 523,619 SH   DFND   523,619 0 0
TERRAFORM GLOBAL INC CL A 88104M101 7,469 1,336,097 SH   DFND 1 1,336,097 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 518 47,009 SH   DFND   47,009 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 1,314 119,243 SH   DFND 1 119,243 0 0
TEXAS INSTRS INC COM 882508104 2,160 39,400 SH Put DFND   39,400 0 0
TEXAS INSTRS INC COM 882508104 5,514 100,600 SH Put DFND 1 100,600 0 0
TEXAS INSTRS INC COM 882508104 4,779 87,200 SH Put DFND   87,200 0 0
TEXAS INSTRS INC COM 882508104 12,212 222,800 SH Put DFND 1 222,800 0 0
ULTRATECH INC COM 904034105 1,111 56,036 SH   DFND   56,036 0 0
ULTRATECH INC COM 904034105 2,814 141,961 SH   DFND 1 141,961 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 2,396 44,010 SH   DFND   44,010 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 6,122 112,448 SH   DFND 1 112,448 0 0
VMWARE INC CL A COM 928563402 2,230 39,420 SH   DFND   39,420 0 0
VMWARE INC CL A COM 928563402 5,690 100,580 SH   DFND 1 100,580 0 0
WESTERN DIGITAL CORP COM 958102105 2,004 33,380 SH   DFND   33,380 0 0
WESTERN DIGITAL CORP COM 958102105 5,111 85,120 SH   DFND 1 85,120 0 0
YAHOO INC COM 984332106 7,410 222,790 SH   DFND 1 222,790 0 0
YAHOO INC COM 984332106 2,901 87,210 SH   DFND   87,210 0 0