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
BROOKS AUTOMATION INC COM 114340102 1,985 116,305 SH   DFND   116,305 0 0
CISCO SYS INC COM 17275R102 3,117 103,134 SH   DFND   103,134 0 0
COGNEX CORP COM 192422103 3,369 52,956 SH   DFND   52,956 0 0
DEERE & CO COM 244199105 1,943 18,854 SH   DFND   18,854 0 0
EXONE CO COM 302104104 1,729 185,165 SH   DFND   185,165 0 0
FLIR SYS INC COM 302445101 1,909 52,758 SH   DFND   52,758 0 0
FMC TECHNOLOGIES INC COM 30249U101 1,945 54,753 SH   DFND   54,753 0 0
FARO TECHNOLOGIES INC COM 311642102 3,245 90,144 SH   DFND   90,144 0 0
F5 NETWORKS INC COM 315616102 1,510 10,433 SH   DFND   10,433 0 0
FIREEYE INC COM 31816Q101 2,905 244,124 SH   DFND   244,124 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,692 191,857 SH   DFND   191,857 0 0
IPG PHOTONICS CORP COM 44980X109 1,939 19,639 SH   DFND   19,639 0 0
IMMERSION CORP COM 452521107 1,890 177,759 SH   DFND   177,759 0 0
IMPERVA INC COM 45321L100 2,333 63,483 SH   DFND   63,483 0 0
INTRALINKS HLDGS INC COM 46118H104 1,869 138,241 SH   DFND   138,241 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,378 5,326 SH   DFND   5,326 0 0
IROBOT CORP COM 462726100 3,502 59,917 SH   DFND   59,917 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,970 22,925 SH   DFND   22,925 0 0
JUNIPER NETWORKS INC COM 48203R104 3,866 136,817 SH   DFND   136,817 0 0
KEYW HLDG CORP COM 493723100 2,192 185,886 SH   DFND   185,886 0 0
LEIDOS HLDGS INC COM 525327102 1,487 29,085 SH   DFND   29,085 0 0
LINCOLN ELEC HLDGS INC COM 533900106 1,871 24,405 SH   DFND   24,405 0 0
MANTECH INTL CORP CL A 564563104 1,312 31,057 SH   DFND   31,057 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,900 29,613 SH   DFND   29,613 0 0
NATIONAL INSTRS CORP COM 636518102 1,954 63,401 SH   DFND   63,401 0 0
NORDSON CORP COM 655663102 1,903 16,987 SH   DFND   16,987 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,918 8,247 SH   DFND   8,247 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 1,881 126,215 SH   DFND   126,215 0 0
NVIDIA CORP COM 67066G104 2,031 19,031 SH   DFND   19,031 0 0
OCEANEERING INTL INC COM 675232102 3,089 109,502 SH   DFND   109,502 0 0
PALO ALTO NETWORKS INC COM 697435105 2,586 20,681 SH   DFND   20,681 0 0
PROOFPOINT INC COM 743424103 3,118 44,137 SH   DFND   44,137 0 0
QUALCOMM INC COM 747525103 1,875 28,752 SH   DFND   28,752 0 0
QUALYS INC COM 74758T303 2,617 82,671 SH   DFND   82,671 0 0
RAPID7 INC COM 753422104 2,351 193,208 SH   DFND   193,208 0 0
RAVEN INDS INC COM 754212108 3,423 135,843 SH   DFND   135,843 0 0
ROCKWELL AUTOMATION INC COM 773903109 3,404 25,324 SH   DFND   25,324 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,902 46,016 SH   DFND   46,016 0 0
SPLUNK INC COM 848637104 2,807 54,886 SH   DFND   54,886 0 0
SYMANTEC CORP COM 871503108 3,087 129,206 SH   DFND   129,206 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 1,911 15,536 SH   DFND   15,536 0 0
TERADYNE INC COM 880770102 1,900 74,819 SH   DFND   74,819 0 0
3-D SYS CORP DEL COM NEW 88554D205 1,686 126,878 SH   DFND   126,878 0 0
TRIMBLE INC COM 896239100 1,883 62,468 SH   DFND   62,468 0 0
VARIAN MED SYS INC COM 92220P105 1,884 20,984 SH   DFND   20,984 0 0
VASCO DATA SEC INTL INC COM 92230Y104 2,380 174,375 SH   DFND   174,375 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,939 22,608 SH   DFND   22,608 0 0
AMBARELLA INC SHS G037AX101 1,915 35,380 SH   DFND   35,380 0 0
MIMECAST LTD ORD SHS G14838109 2,552 142,558 SH   DFND   142,558 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 3,360 183,385 SH   DFND   183,385 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 3,451 40,863 SH   DFND   40,863 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 3,037 66,751 SH   DFND   66,751 0 0
RADWARE LTD ORD M81873107 2,131 146,166 SH   DFND   146,166 0 0
STRATASYS LTD SHS M85548101 1,668 100,839 SH   DFND   100,839 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 2,049 53,752 SH   DFND   53,752 0 0
QIAGEN NV REG SHS N72482107 1,932 68,960 SH   DFND   68,960 0 0