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 12,716 883,029 SH   DFND 1 883,029 0 0
8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 6,110 424,289 SH   DFND   424,289 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,778 16,810 SH   DFND   16,810 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,702 34,990 SH   DFND 1 34,990 0 0
APPLIED MATLS INC COM 038222105 2,079 68,970 SH   DFND   68,970 0 0
APPLIED MATLS INC COM 038222105 4,328 143,533 SH   DFND 1 143,533 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 2,141 308,115 SH   DFND 1 308,115 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 933 134,230 SH   DFND   134,230 0 0
CANADIAN SOLAR INC COM 136635109 14,824 1,078,878 SH   DFND 1 1,078,878 0 0
CANADIAN SOLAR INC COM 136635109 7,136 519,350 SH   DFND   519,350 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 13,649 221,862 SH   DFND 1 221,862 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 6,578 106,920 SH   DFND   106,920 0 0
CISCO SYS INC COM 17275R201 13,589 428,400 SH Put DFND 1 428,400 0 0
CISCO SYS INC COM 17275R201 6,078 191,600 SH Put DFND   191,600 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 3,779 310,760 SH   DFND 1 310,760 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,815 149,240 SH   DFND   149,240 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 13,582 640,649 SH   DFND 1 640,649 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 4,316 203,602 SH   DFND   203,602 0 0
FABRINET SHS G3323L100 9,958 223,318 SH   DFND   223,318 0 0
FABRINET SHS G3323L100 22,277 499,607 SH   DFND 1 499,607 0 0
FINISAR CORP COM NEW 31787A507 1,500 50,347 SH   DFND   50,347 0 0
FINISAR CORP COM NEW 31787A507 3,102 104,106 SH   DFND 1 104,106 0 0
FIRST SOLAR INC COM 336433107 3,071 77,759 SH   DFND   77,759 0 0
FIRST SOLAR INC COM 336433107 6,400 162,060 SH   DFND 1 162,060 0 0
FORTINET INC COM 34959E109 2,844 77,000 SH Put DFND   77,000 0 0
FORTINET INC COM 34959E109 6,400 173,300 SH Put DFND 1 173,300 0 0
GRIDSUM HLDG INC ADR REPSG CL B 398132100 1,952 115,820 SH   DFND   115,820 0 0
GRIDSUM HLDG INC ADR REPSG CL B 398132100 4,054 240,583 SH   DFND 1 240,583 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 1,548 68,060 SH   DFND   68,060 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 3,487 153,291 SH   DFND 1 153,291 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 13,672 1,591,668 SH   DFND 1 1,591,668 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 6,579 765,860 SH   DFND   765,860 0 0
II VI INC COM 902104108 2,127 87,427 SH   DFND 1 87,427 0 0
II VI INC COM 902104108 1,023 42,060 SH   DFND   42,060 0 0
LAM RESEARCH CORP COM 512807108 1,512 15,969 SH   DFND   15,969 0 0
LAM RESEARCH CORP COM 512807108 3,149 33,248 SH   DFND 1 33,248 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 4,197 646,702 SH   DFND   646,702 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 9,318 1,435,821 SH   DFND 1 1,435,821 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 2,828 222,340 SH   DFND 1 222,340 0 0
LG DISPLAY CO LTD SPONS ADR REP 50186V102 1,232 96,840 SH   DFND   96,840 0 0
LUMENTUM HLDGS INC COM 55024U109 3,707 88,759 SH   DFND   88,759 0 0
LUMENTUM HLDGS INC COM 55024U109 7,717 184,757 SH   DFND 1 184,757 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 9,072 683,623 SH   DFND 1 683,623 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,356 328,230 SH   DFND   328,230 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 809 20,250 SH   DFND 1 20,250 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 389 9,750 SH   DFND   9,750 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 8,722 201,665 SH   DFND 1 201,665 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 4,199 97,079 SH   DFND   97,079 0 0
MICRON TECHNOLOGY INC COM 595112103 13,274 746,590 SH   DFND   746,590 0 0
MICRON TECHNOLOGY INC COM 595112103 27,588 1,551,633 SH   DFND 1 1,551,633 0 0
MICROSOFT CORP COM 594918104 8,744 151,810 SH   DFND 1 151,810 0 0
MICROSOFT CORP COM 594918104 4,198 72,890 SH   DFND   72,890 0 0
NEOPHOTONICS CORP COM 64051T100 2,363 144,630 SH   DFND   144,630 0 0
NEOPHOTONICS CORP COM 64051T100 4,920 301,081 SH   DFND 1 301,081 0 0
NETFLIX INC COM 64110L106 5,765 58,500 SH Put DFND   58,500 0 0
NETFLIX INC COM 64110L106 11,974 121,500 SH Put DFND 1 121,500 0 0
NETFLIX INC COM 64110L106 3,420 34,700 SH Put DFND   34,700 0 0
NETFLIX INC COM 64110L106 7,421 75,300 SH Put DFND 1 75,300 0 0
NIMBLE STORAGE INC COM 65440R101 4,314 488,580 SH   DFND   488,580 0 0
NIMBLE STORAGE INC COM 65440R101 8,988 1,017,919 SH   DFND 1 1,017,919 0 0
SERVICENOW INC COM 81762P102 3,950 49,900 SH Put DFND   49,900 0 0
SERVICENOW INC COM 81762P102 8,232 104,000 SH Put DFND 1 104,000 0 0
OCLARO INC COM NEW 67555N206 3,222 376,818 SH   DFND   376,818 0 0
OCLARO INC COM NEW 67555N206 6,683 781,582 SH   DFND 1 781,582 0 0
ORACLE CORP COM 68389X105 647 16,460 SH   DFND   16,460 0 0
ORACLE CORP COM 68389X105 1,357 34,540 SH   DFND 1 34,540 0 0
QUALCOMM INC COM 747525103 4,220 61,600 SH Put DFND   61,600 0 0
QUALCOMM INC COM 747525103 8,795 128,400 SH Put DFND 1 128,400 0 0
RED HAT INC COM 756577102 3,274 40,500 SH Put DFND 1 40,500 0 0
RED HAT INC COM 756577102 1,576 19,500 SH Put DFND   19,500 0 0
SOLARCITY CORP COM 83416T100 1,111 56,800 SH Call DFND   56,800 0 0
SOLARCITY CORP COM 83416T100 2,551 130,400 SH Call DFND 1 130,400 0 0
SHOPIFY INC CL A 82509L107 2,455 57,200 SH Put DFND   57,200 0 0
SHOPIFY INC CL A 82509L107 5,095 118,700 SH Put DFND 1 118,700 0 0
SHOPIFY INC CL A 82509L107 4,893 114,000 SH Put DFND 1 114,000 0 0
SHOPIFY INC CL A 82509L107 2,279 53,100 SH Put DFND   53,100 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 1,009 19,490 SH   DFND   19,490 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 2,098 40,510 SH   DFND 1 40,510 0 0
SKY SOLAR HLDGS LTD SPONSORED ADR 83084J103 954 319,057 SH   DFND 1 319,057 0 0
SKY SOLAR HLDGS LTD SPONSORED ADR 83084J103 447 149,524 SH   DFND   149,524 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 5,004 129,800 SH Put DFND   129,800 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 10,416 270,200 SH Put DFND 1 270,200 0 0
SUNPOWER CORP COM 867652406 2,276 255,173 SH   DFND   255,173 0 0
SUNPOWER CORP COM 867652406 4,739 531,312 SH   DFND 1 531,312 0 0
SUNRUN INC COM 86771W105 7,058 1,120,382 SH   DFND   1,120,382 0 0
SUNRUN INC COM 86771W105 14,693 2,332,259 SH   DFND 1 2,332,259 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 15,822 207,800 SH Put DFND   207,800 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 32,908 432,200 SH Put DFND 1 432,200 0 0
SYNAPTICS INC COM 87157D109 7,331 125,150 SH   DFND   125,150 0 0
SYNAPTICS INC COM 87157D109 15,249 260,304 SH   DFND 1 260,304 0 0
T MOBILE US INC COM 872590104 3,799 81,320 SH   DFND   81,320 0 0
T MOBILE US INC COM 872590104 7,913 169,372 SH   DFND 1 169,372 0 0
TERRAFORM PWR INC CL A COM 88104R100 1,947 140,000 SH Put DFND 1 140,000 0 0
TERRAFORM GLOBAL INC CL A 88104M101 8,057 1,960,395 SH   DFND   1,960,395 0 0
TERRAFORM GLOBAL INC CL A 88104M101 16,749 4,075,157 SH   DFND 1 4,075,157 0 0
TESLA MTRS INC COM 88160R101 37,215 182,400 SH Put DFND 1 182,400 0 0
TESLA MTRS INC COM 88160R101 17,873 87,600 SH Put DFND   87,600 0 0
TWILIO INC CL A 90138F102 6,088 94,600 SH Put DFND   94,600 0 0
TWILIO INC CL A 90138F102 12,698 197,300 SH Put DFND 1 197,300 0 0
TEXAS INSTRS INC COM 882508104 9,187 130,900 SH Put DFND 1 130,900 0 0
TEXAS INSTRS INC COM 882508104 4,148 59,100 SH Put DFND   59,100 0 0
ULTRATECH INC COM 904034105 4,049 175,436 SH   DFND   175,436 0 0
ULTRATECH INC COM 904034105 9,265 401,433 SH   DFND 1 401,433 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 334 6,025 SH   DFND   6,025 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 709 12,768 SH   DFND 1 12,768 0 0
VIVINT SOLAR INC COM 92854Q106 6,235 1,973,255 SH   DFND 1 1,973,255 0 0
VIVINT SOLAR INC COM 92854Q106 2,995 947,841 SH   DFND   947,841 0 0
WORKDAY INC CL A 98138H101 2,384 26,000 SH Put DFND   26,000 0 0
WORKDAY INC CL A 98138H101 4,951 54,000 SH Put DFND 1 54,000 0 0
WORKDAY INC CL A 98138H101 5,951 64,900 SH Put DFND   64,900 0 0
WORKDAY INC CL A 98138H101 12,387 135,100 SH Put DFND 1 135,100 0 0
WESTERN DIGITAL CORP COM 958102105 2,131 36,440 SH   DFND   36,440 0 0
WESTERN DIGITAL CORP COM 958102105 4,441 75,960 SH   DFND 1 75,960 0 0