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
2U INC COM 90214J101 168 2,000 SH   SOLE   2,000 0 0
2U INC COM 90214J101 336 4,000 SH   DFND 2 4,000 0 0
AGILE THERAPEUTICS INC COM 00847L100 800 311,250 SH   SOLE   311,250 0 0
AGILE THERAPEUTICS INC COM 00847L100 299 116,294 SH   DFND 2 116,294 0 0
AIR LEASE CORP CL A 00912X302 2,024 47,500 SH   DFND 2 47,500 0 0
AIR LEASE CORP CL A 00912X302 1,059 24,850 SH   DFND 1 24,850 0 0
AIR LEASE CORP CL A 00912X302 1,338 31,400 SH   SOLE   31,400 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,036 14,600 SH   DFND 1 14,600 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,910 41,000 SH   SOLE   41,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,123 44,000 SH   DFND 2 44,000 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 55 5,020 SH   DFND 2 5,020 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 66 6,000 SH   DFND 1 6,000 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 94 2,996 SH   DFND 2 2,996 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 21 1,900 SH   SOLE   1,900 0 0
ALLENA PHARMACEUTICALS INC COM 018119107 74 2,372 SH   SOLE   2,372 0 0
AMBER RD INC COM 02318Y108 1,412 158,650 SH   DFND 1 158,650 0 0
AMBER RD INC COM 02318Y108 4,434 498,200 SH   SOLE   498,200 0 0
AMBER RD INC COM 02318Y108 4,005 450,000 SH   DFND 2 450,000 0 0
APPIAN CORP CL A 03782L101 239 9,500 SH   SOLE   9,500 0 0
APPIAN CORP CL A 03782L101 252 10,000 SH   DFND 2 10,000 0 0
APPLE INC COM 037833100 3,565 21,250 SH   SOLE   21,250 0 0
APPLE INC COM 037833100 453 2,700 SH   DFND 2 2,700 0 0
APPLIED MATLS INC COM 038222105 417 7,500 SH   DFND 2 7,500 0 0
AQUANTIA CORP COM 03842Q108 829 52,804 SH   DFND 1 52,804 0 0
AQUANTIA CORP COM 03842Q108 390 24,860 SH   SOLE   24,860 0 0
AQUANTIA CORP COM 03842Q108 447 28,500 SH   DFND 2 28,500 0 0
ASPEN AEROGELS INC COM 04523Y105 716 167,600 SH   DFND 2 167,600 0 0
ASPEN AEROGELS INC COM 04523Y105 29 6,850 SH   DFND 1 6,850 0 0
ASPEN AEROGELS INC COM 04523Y105 1,723 403,400 SH   SOLE   403,400 0 0
AV HOMES INC COM 00234P102 167 9,000 SH   SOLE   9,000 0 0
AV HOMES INC COM 00234P102 445 24,000 SH   DFND 1 24,000 0 0
BECTON DICKINSON & CO COM 075887109 607 2,800 SH   SOLE   2,800 0 0
BECTON DICKINSON & CO COM 075887109 5,201 24,000 SH   DFND 2 24,000 0 0
BOEING CO COM 097023105 10,164 31,000 SH   DFND 1 31,000 0 0
BOEING CO COM 097023105 2,459 7,500 SH   SOLE   7,500 0 0
BRUKER CORP COM 116794108 224 7,500 SH   DFND 2 7,500 0 0
CARMAX INC COM 143130102 1,332 21,500 SH   SOLE   21,500 0 0
CARMAX INC COM 143130102 5,544 89,500 SH   DFND 2 89,500 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 55 15,000 SH   DFND 2 15,000 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 219 60,000 SH   SOLE   60,000 0 0
CHANNELADVISOR CORP COM 159179100 410 45,000 SH   SOLE   45,000 0 0
COMCAST CORP NEW CL A 20030N101 6,834 200,000 SH   DFND 1 200,000 0 0
COMCAST CORP NEW CL A 20030N101 3,930 115,000 SH   DFND 2 115,000 0 0
CONMED CORP COM 207410101 475 7,500 SH   DFND 2 7,500 0 0
CORIUM INTL INC COM 21887L107 860 75,000 SH   DFND 2 75,000 0 0
CORIUM INTL INC COM 21887L107 725 63,234 SH   DFND 1 63,234 0 0
CORIUM INTL INC COM 21887L107 974 84,907 SH   SOLE   84,907 0 0
CORNING INC COM 219350105 976 35,000 SH   DFND 2 35,000 0 0
COUPA SOFTWARE INC COM 22266L106 160 3,500 SH   SOLE   3,500 0 0
COUPA SOFTWARE INC COM 22266L106 274 6,000 SH   DFND 2 6,000 0 0
CRA INTL INC COM 12618T105 261 5,000 SH   SOLE   5,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 1,075 125,000 SH   SOLE   125,000 0 0
CRYOPORT INC COM PAR $0.001 229050307 538 62,500 SH   DFND 2 62,500 0 0
DICKS SPORTING GOODS INC COM 253393102 438 12,500 SH   DFND 2 12,500 0 0
ECOLOGY & ENVIRONMENT INC CL A 278878103 360 31,000 SH   SOLE   31,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 1,804 66,000 SH   DFND 2 66,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 2,050 75,000 SH   DFND 1 75,000 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 1,954 71,500 SH   SOLE   71,500 0 0
EMCORE CORP COM NEW 290846203 342 60,000 SH   SOLE   60,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 4,002 70,000 SH   DFND 1 70,000 0 0
ENTEGRIS INC COM 29362U104 5,095 146,400 SH   DFND 1 146,400 0 0
ENTEGRIS INC COM 29362U104 7,781 223,600 SH   SOLE   223,600 0 0
ENTEGRIS INC COM 29362U104 5,220 150,000 SH   DFND 2 150,000 0 0
EQUINIX INC COM PAR $0.001 29444U700 836 2,000 SH   SOLE   2,000 0 0
EVERBRIDGE INC COM 29978A104 110 3,000 SH   SOLE   3,000 0 0
EVERBRIDGE INC COM 29978A104 146 4,000 SH   DFND 2 4,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 553 8,000 SH   SOLE   8,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 4,853 70,250 SH   DFND 1 70,250 0 0
FINANCIAL ENGINES INC COM 317485100 1,750 50,000 SH   DFND 1 50,000 0 0
FINANCIAL ENGINES INC COM 317485100 350 10,000 SH   SOLE   10,000 0 0
FIREEYE INC COM 31816Q101 847 50,000 SH   SOLE   50,000 0 0
FLIR SYS INC COM 302445101 425 8,500 SH   DFND 2 8,500 0 0
FORMFACTOR INC COM 346375108 4,709 345,000 SH   DFND 2 345,000 0 0
FORMFACTOR INC COM 346375108 5,818 426,200 SH   DFND 1 426,200 0 0
FORMFACTOR INC COM 346375108 4,747 347,750 SH   SOLE   347,750 0 0
FOUNDATION MEDICINE INC COM 350465100 1,230 15,625 SH   SOLE   15,625 0 0
FOUNDATION MEDICINE INC COM 350465100 3,298 41,875 SH   DFND 1 41,875 0 0
FREQUENCY ELECTRS INC COM 358010106 2,212 252,793 SH   SOLE   252,793 0 0
FREQUENCY ELECTRS INC COM 358010106 438 50,000 SH   DFND 2 50,000 0 0
FUNKO INC COM CL A 361008105 62 7,497 SH   DFND 2 7,497 0 0
FUNKO INC COM CL A 361008105 73 8,853 SH   DFND 1 8,853 0 0
FUNKO INC COM CL A 361008105 55 6,752 SH   SOLE   6,752 0 0
GENMARK DIAGNOSTICS INC COM 372309104 544 100,000 SH   DFND 1 100,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 326 60,000 SH   SOLE   60,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 109 20,000 SH   DFND 2 20,000 0 0
GILEAD SCIENCES INC COM 375558103 6,597 87,500 SH   DFND 2 87,500 0 0
GILEAD SCIENCES INC COM 375558103 3,468 46,000 SH   DFND 1 46,000 0 0
GILEAD SCIENCES INC COM 375558103 1,772 23,500 SH   SOLE   23,500 0 0
GSE SYS INC COM 36227K106 3,640 1,120,000 SH   SOLE   1,120,000 0 0
GSV CAP CORP COM 36191J101 585 77,562 SH   SOLE   77,562 0 0
GSV CAP CORP COM 36191J101 2,061 273,397 SH   DFND 1 273,397 0 0
HAWAIIAN HOLDINGS INC COM 419879101 1,347 34,800 SH   DFND 1 34,800 0 0
HAWAIIAN HOLDINGS INC COM 419879101 402 10,400 SH   SOLE   10,400 0 0
HESS CORP COM 42809H107 354 7,000 SH   SOLE   7,000 0 0
HESS CORP COM 42809H107 506 10,000 SH   DFND 2 10,000 0 0
HONEYWELL INTL INC COM 438516106 3,468 24,000 SH   DFND 1 24,000 0 0
HONEYWELL INTL INC COM 438516106 361 2,500 SH   DFND 2 2,500 0 0
II VI INC COM 902104108 4,671 114,200 SH   DFND 1 114,200 0 0
II VI INC COM 902104108 2,364 57,800 SH   SOLE   57,800 0 0
INVUITY INC COM NEW 46187J205 172 44,775 SH   DFND 1 44,775 0 0
INVUITY INC COM NEW 46187J205 1,655 429,925 SH   SOLE   429,925 0 0
INVUITY INC COM NEW 46187J205 837 217,500 SH   DFND 2 217,500 0 0
IPG PHOTONICS CORP COM 44980X109 1,400 6,000 SH   DFND 2 6,000 0 0
IPG PHOTONICS CORP COM 44980X109 1,657 7,100 SH   SOLE   7,100 0 0
KVH INDS INC COM 482738101 426 41,200 SH   DFND 1 41,200 0 0
KVH INDS INC COM 482738101 5,712 551,898 SH   SOLE   551,898 0 0
KVH INDS INC COM 482738101 5,491 530,500 SH   DFND 2 530,500 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 971 6,000 SH   SOLE   6,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 5,785 35,763 SH   DFND 1 35,763 0 0
LAM RESEARCH CORP COM 512807108 508 2,500 SH   DFND 2 2,500 0 0
LEMAITRE VASCULAR INC COM 525558201 978 27,000 SH   SOLE   27,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 332 20,000 SH   SOLE   20,000 0 0
MARKEL CORP COM 570535104 205 175 SH   SOLE   175 0 0
MARKEL CORP COM 570535104 176 150 SH   DFND 2 150 0 0
MEDTRONIC PLC SHS G5960L103 2,109 26,290 SH   DFND 2 26,290 0 0
MEDTRONIC PLC SHS G5960L103 1,888 23,541 SH   DFND 1 23,541 0 0
MEDTRONIC PLC SHS G5960L103 671 8,365 SH   SOLE   8,365 0 0
MKS INSTRUMENT INC COM 55306N104 2,891 25,000 SH   DFND 1 25,000 0 0
MKS INSTRUMENT INC COM 55306N104 5,262 45,500 SH   SOLE   45,500 0 0
MKS INSTRUMENT INC COM 55306N104 3,238 28,000 SH   DFND 2 28,000 0 0
NATIONAL INSTRS CORP COM 636518102 1,052 20,800 SH   DFND 2 20,800 0 0
NATIONAL INSTRS CORP COM 636518102 455 9,000 SH   SOLE   9,000 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 1,436 122,250 SH   DFND 1 122,250 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 359 30,550 SH   SOLE   30,550 0 0
NAVIGATOR HOLDINGS LTD SHS Y62132108 59 5,000 SH   DFND 2 5,000 0 0
NEOPHOTONICS CORP COM 64051T100 1,507 220,000 SH   SOLE   220,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 1,736 64,000 SH   DFND 2 64,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 2,849 105,000 SH   DFND 1 105,000 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 3,785 139,500 SH   SOLE   139,500 0 0
NUTANIX INC CL A 67059N108 246 5,000 SH   SOLE   5,000 0 0
NUTANIX INC CL A 67059N108 196 4,000 SH   DFND 2 4,000 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 1,406 35,500 SH   DFND 1 35,500 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 574 14,500 SH   SOLE   14,500 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 792 20,000 SH   DFND 2 20,000 0 0
OIL DRI CORP AMER COM 677864100 744 18,500 SH   DFND 2 18,500 0 0
OIL DRI CORP AMER COM 677864100 1,873 46,600 SH   SOLE   46,600 0 0
OMNICELL INC COM 68213N109 456 10,500 SH   SOLE   10,500 0 0
ORBOTECH LTD ORD M75253100 2,450 39,400 SH   SOLE   39,400 0 0
ORBOTECH LTD ORD M75253100 5,323 85,600 SH   DFND 1 85,600 0 0
PDF SOLUTIONS INC COM 693282105 4,572 392,150 SH   DFND 2 392,150 0 0
PDF SOLUTIONS INC COM 693282105 1,173 100,600 SH   DFND 1 100,600 0 0
PDF SOLUTIONS INC COM 693282105 6,293 539,750 SH   SOLE   539,750 0 0
PHOTRONICS INC COM 719405102 631 76,500 SH   DFND 1 76,500 0 0
PHOTRONICS INC COM 719405102 2,571 311,666 SH   SOLE   311,666 0 0
PHOTRONICS INC COM 719405102 1,320 160,000 SH   DFND 2 160,000 0 0
PURE STORAGE INC CL A 74624M102 878 44,000 SH   SOLE   44,000 0 0
PURE STORAGE INC CL A 74624M102 1,516 76,000 SH   DFND 1 76,000 0 0
Q2 HLDGS INC COM 74736L109 911 20,000 SH   DFND 2 20,000 0 0
Q2 HLDGS INC COM 74736L109 569 12,500 SH   SOLE   12,500 0 0
RED HAT INC COM 756577102 1,346 9,000 SH   DFND 2 9,000 0 0
REIS INC COM 75936P105 3,973 185,200 SH   SOLE   185,200 0 0
REIS INC COM 75936P105 1,770 82,500 SH   DFND 2 82,500 0 0
SCHLUMBERGER LTD COM 806857108 324 5,000 SH   DFND 2 5,000 0 0
SOUTHWEST AIRLS CO COM 844741108 951 16,600 SH   SOLE   16,600 0 0
SOUTHWEST AIRLS CO COM 844741108 2,486 43,400 SH   DFND 1 43,400 0 0
SUPER MICRO COMPUTER INC COM 86800U104 3,774 222,000 SH   DFND 1 222,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104 4,042 237,750 SH   SOLE   237,750 0 0
SUPER MICRO COMPUTER INC COM 86800U104 3,570 210,000 SH   DFND 2 210,000 0 0
SYPRIS SOLUTIONS INC COM 871655106 82 50,000 SH   DFND 2 50,000 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 2,879 133,698 SH   SOLE   133,698 0 0
TEKLA HEALTHCARE INVS SH BEN INT 87911J103 5,628 261,392 SH   DFND 1 261,392 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 2,960 153,998 SH   SOLE   153,998 0 0
TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 7,452 387,727 SH   DFND 1 387,727 0 0
THE TRADE DESK INC COM CL A 88339J105 595 12,000 SH   DFND 2 12,000 0 0
THE TRADE DESK INC COM CL A 88339J105 1,489 30,000 SH   DFND 1 30,000 0 0
THE TRADE DESK INC COM CL A 88339J105 992 20,000 SH   SOLE   20,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,775 42,500 SH   DFND 1 42,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,775 42,500 SH   DFND 2 42,500 0 0
TWILIO INC CL A 90138F102 305 8,000 SH   SOLE   8,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 385 20,000 SH   SOLE   20,000 0 0
UNITED CONTL HLDGS INC COM 910047109 2,779 40,000 SH   DFND 1 40,000 0 0
UNITED CONTL HLDGS INC COM 910047109 1,042 15,000 SH   SOLE   15,000 0 0
UNITED CONTL HLDGS INC COM 910047109 174 2,500 SH   DFND 2 2,500 0 0
VIASAT INC COM 92552V100 5,455 83,000 SH   DFND 2 83,000 0 0
VIASAT INC COM 92552V100 6,217 94,600 SH   DFND 1 94,600 0 0
VIASAT INC COM 92552V100 3,393 51,625 SH   SOLE   51,625 0 0
VICOR CORP COM 925815102 460 16,100 SH   DFND 1 16,100 0 0
VICOR CORP COM 925815102 2,130 74,600 SH   SOLE   74,600 0 0
VICOR CORP COM 925815102 571 20,000 SH   DFND 2 20,000 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,116 60,000 SH   DFND 2 60,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 779 25,000 SH   SOLE   25,000 0 0
WAGEWORKS INC COM 930427109 1,266 28,000 SH   SOLE   28,000 0 0
WAGEWORKS INC COM 930427109 1,017 22,500 SH   DFND 2 22,500 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 180 5,000 SH   SOLE   5,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 360 10,000 SH   DFND 2 10,000 0 0