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 15,992 245,881 SH   DFND   245,881 0 0
BROOKS AUTOMATION INC COM 114340102 9,934 416,517 SH   DFND   416,517 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,757 233,310 SH   DFND   233,310 0 0
CISCO SYS INC COM 17275R102 13,643 356,210 SH   DFND   356,210 0 0
COGNEX CORP COM 192422103 16,754 273,940 SH   DFND   273,940 0 0
DEERE & CO COM 244199105 10,493 67,045 SH   DFND   67,045 0 0
EXONE CO COM 302104104 1,274 151,654 SH   DFND   151,654 0 0
FLIR SYS INC COM 302445101 10,213 219,077 SH   DFND   219,077 0 0
FARO TECHNOLOGIES INC COM 311642102 12,435 264,576 SH   DFND   264,576 0 0
F5 NETWORKS INC COM 315616102 5,564 42,401 SH   DFND   42,401 0 0
FIREEYE INC COM 31816Q101 10,144 714,332 SH   DFND   714,332 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 11,789 1,563,543 SH   DFND   1,563,543 0 0
IPG PHOTONICS CORP COM 44980X109 18,398 85,922 SH   DFND   85,922 0 0
IMPERVA INC COM 45321L100 10,958 276,022 SH   DFND   276,022 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 16,954 46,458 SH   DFND   46,458 0 0
IROBOT CORP COM 462726100 20,259 264,134 SH   DFND   264,134 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 10,181 91,888 SH   DFND   91,888 0 0
JUNIPER NETWORKS INC COM 48203R104 12,268 430,448 SH   DFND   430,448 0 0
KEYW HLDG CORP COM 493723100 8,808 1,500,499 SH   DFND   1,500,499 0 0
LEIDOS HLDGS INC COM 525327102 5,574 86,321 SH   DFND   86,321 0 0
LINCOLN ELEC HLDGS INC COM 533900106 10,074 110,001 SH   DFND   110,001 0 0
MANHATTAN ASSOCS INC COM 562750109 11,186 225,794 SH   DFND   225,794 0 0
MANTECH INTL CORP CL A 564563104 5,811 115,786 SH   DFND   115,786 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 10,218 116,267 SH   DFND   116,267 0 0
MOBILEIRON INC COM NEW 60739U204 5,388 1,381,611 SH   DFND   1,381,611 0 0
NATIONAL INSTRS CORP COM 636518102 9,848 236,569 SH   DFND   236,569 0 0
NORDSON CORP COM 655663102 11,704 79,944 SH   DFND   79,944 0 0
NOVANTA INC COM 67000B104 10,597 211,949 SH   DFND   211,949 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 10,652 651,476 SH   DFND   651,476 0 0
NVIDIA CORP COM 67066G104 10,269 53,072 SH   DFND   53,072 0 0
OCEANEERING INTL INC COM 675232102 19,789 936,108 SH   DFND   936,108 0 0
OKTA INC CL A 679295105 4,641 181,211 SH   DFND   181,211 0 0
PTC INC COM 69370C100 10,010 164,717 SH   DFND   164,717 0 0
PALO ALTO NETWORKS INC COM 697435105 12,049 83,133 SH   DFND   83,133 0 0
PROOFPOINT INC COM 743424103 12,198 137,346 SH   DFND   137,346 0 0
QUALCOMM INC COM 747525103 10,128 158,202 SH   DFND   158,202 0 0
QUALYS INC COM 74758T303 13,725 231,262 SH   DFND   231,262 0 0
RAPID7 INC COM 753422104 12,588 674,611 SH   DFND   674,611 0 0
RAVEN INDS INC COM 754212108 17,897 521,012 SH   DFND   521,012 0 0
ROCKWELL AUTOMATION INC COM 773903109 17,955 91,445 SH   DFND   91,445 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 13,721 179,198 SH   DFND   179,198 0 0
SPLUNK INC COM 848637104 14,939 180,330 SH   DFND   180,330 0 0
SYMANTEC CORP COM 871503108 10,245 365,113 SH   DFND   365,113 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 10,195 56,280 SH   DFND   56,280 0 0
TERADYNE INC COM 880770102 10,504 250,876 SH   DFND   250,876 0 0
3-D SYS CORP DEL COM NEW 88554D205 9,214 1,066,425 SH   DFND   1,066,425 0 0
TRIMBLE INC COM 896239100 10,022 246,615 SH   DFND   246,615 0 0
VARIAN MED SYS INC COM 92220P105 10,088 90,757 SH   DFND   90,757 0 0
VARONIS SYS INC COM 922280102 5,923 122,003 SH   DFND   122,003 0 0
VASCO DATA SEC INTL INC COM 92230Y104 10,767 774,583 SH   DFND   774,583 0 0
VERINT SYS INC COM 92343X100 5,112 122,149 SH   DFND   122,149 0 0
XILINX INC COM 983919101 9,997 148,277 SH   DFND   148,277 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 16,965 163,435 SH   DFND   163,435 0 0
ZIX CORP COM 98974P100 4,227 964,975 SH   DFND   964,975 0 0
AMBARELLA INC SHS G037AX101 10,120 172,254 SH   DFND   172,254 0 0
MIMECAST LTD ORD SHS G14838109 5,157 179,872 SH   DFND   179,872 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 17,241 774,200 SH   DFND   774,200 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 10,887 105,064 SH   DFND   105,064 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 12,093 292,179 SH   DFND   292,179 0 0
RADWARE LTD ORD M81873107 13,784 710,519 SH   DFND   710,519 0 0
STRATASYS LTD SHS M85548101 9,537 477,810 SH   DFND   477,810 0 0
QIAGEN NV SHS NEW N72482123 10,008 323,559 SH   DFND   323,559 0 0