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
AKAMAI TECHNOLOGIES INC COM 00971T101 7,834 157,276 SH   DFND   157,276 0 0
BROOKS AUTOMATION INC COM 114340102 4,443 204,845 SH   DFND   204,845 0 0
CISCO SYS INC COM 17275R102 8,695 277,793 SH   DFND   277,793 0 0
COGNEX CORP COM 192422103 8,714 102,636 SH   DFND   102,636 0 0
DEERE & CO COM 244199105 5,437 43,993 SH   DFND   43,993 0 0
EXONE CO COM 302104104 4,828 421,696 SH   DFND   421,696 0 0
FLIR SYS INC COM 302445101 5,212 150,368 SH   DFND   150,368 0 0
FARO TECHNOLOGIES INC COM 311642102 9,649 255,275 SH   DFND   255,275 0 0
F5 NETWORKS INC COM 315616102 3,857 30,357 SH   DFND   30,357 0 0
FIREEYE INC COM 31816Q101 11,325 744,600 SH   DFND   744,600 0 0
GIGAMON INC COM 37518B102 10,393 264,118 SH   DFND   264,118 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 5,787 1,026,126 SH   DFND   1,026,126 0 0
IPG PHOTONICS CORP COM 44980X109 5,639 38,865 SH   DFND   38,865 0 0
IMMERSION CORP COM 452521107 5,730 631,102 SH   DFND   631,102 0 0
IMPERVA INC COM 45321L100 10,945 228,731 SH   DFND   228,731 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,835 10,515 SH   DFND   10,515 0 0
IROBOT CORP COM 462726100 8,447 100,391 SH   DFND   100,391 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 6,007 61,295 SH   DFND   61,295 0 0
JUNIPER NETWORKS INC COM 48203R104 9,406 337,385 SH   DFND   337,385 0 0
KEYW HLDG CORP COM 493723100 9,300 994,640 SH   DFND   994,640 0 0
LEIDOS HLDGS INC COM 525327102 4,375 84,632 SH   DFND   84,632 0 0
LINCOLN ELEC HLDGS INC COM 533900106 5,349 58,087 SH   DFND   58,087 0 0
MANHATTAN ASSOCS INC COM 562750109 5,765 119,962 SH   DFND   119,962 0 0
MANTECH INTL CORP CL A 564563104 5,172 124,981 SH   DFND   124,981 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 5,123 66,375 SH   DFND   66,375 0 0
NATIONAL INSTRS CORP COM 636518102 5,614 139,573 SH   DFND   139,573 0 0
NORDSON CORP COM 655663102 5,831 48,061 SH   DFND   48,061 0 0
NORTHROP GRUMMAN CORP COM 666807102 5,541 21,586 SH   DFND   21,586 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 5,181 297,587 SH   DFND   297,587 0 0
NVIDIA CORP COM 67066G104 5,354 37,037 SH   DFND   37,037 0 0
OCEANEERING INTL INC COM 675232102 8,765 383,777 SH   DFND   383,777 0 0
PTC INC COM 69370C100 5,359 97,228 SH   DFND   97,228 0 0
PALO ALTO NETWORKS INC COM 697435105 11,150 83,328 SH   DFND   83,328 0 0
PROOFPOINT INC COM 743424103 10,964 126,269 SH   DFND   126,269 0 0
QUALCOMM INC COM 747525103 5,363 97,125 SH   DFND   97,125 0 0
QUALYS INC COM 74758T303 10,108 247,742 SH   DFND   247,742 0 0
RAPID7 INC COM 753422104 8,569 509,160 SH   DFND   509,160 0 0
RAVEN INDS INC COM 754212108 8,768 263,296 SH   DFND   263,296 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,626 59,436 SH   DFND   59,436 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 8,761 126,202 SH   DFND   126,202 0 0
SPLUNK INC COM 848637104 8,575 150,737 SH   DFND   150,737 0 0
SYMANTEC CORP COM 871503108 8,646 306,044 SH   DFND   306,044 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 5,317 41,655 SH   DFND   41,655 0 0
TERADYNE INC COM 880770102 4,888 162,781 SH   DFND   162,781 0 0
3-D SYS CORP DEL COM NEW 88554D205 5,168 276,362 SH   DFND   276,362 0 0
TRIMBLE INC COM 896239100 5,442 152,563 SH   DFND   152,563 0 0
VARIAN MED SYS INC COM 92220P105 5,591 54,180 SH   DFND   54,180 0 0
VARONIS SYS INC COM 922280102 5,063 136,103 SH   DFND   136,103 0 0
VASCO DATA SEC INTL INC COM 92230Y104 9,527 663,887 SH   DFND   663,887 0 0
VERINT SYS INC COM 92343X100 4,061 99,783 SH   DFND   99,783 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 9,131 90,834 SH   DFND   90,834 0 0
ZIX CORP COM 98974P100 4,037 709,477 SH   DFND   709,477 0 0
AMBARELLA INC SHS G037AX101 5,200 107,114 SH   DFND   107,114 0 0
MIMECAST LTD ORD SHS G14838109 5,177 193,304 SH   DFND   193,304 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 9,625 579,474 SH   DFND   579,474 0 0
TECHNIPFMC PLC COM G87110105 5,281 194,151 SH   DFND   194,151 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 9,977 91,461 SH   DFND   91,461 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 9,220 184,576 SH   DFND   184,576 0 0
RADWARE LTD ORD M81873107 10,191 581,028 SH   DFND   581,028 0 0
STRATASYS LTD SHS M85548101 4,872 209,017 SH   DFND   209,017 0 0
QIAGEN NV SHS NEW N72482123 5,458 162,781 SH   DFND   162,781 0 0