The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 13,747 | 105,500 | SH | DFND | 1, 2 | 105,500 | 0 | 0 | |
AEGERION PHARMACEUTICALS INC | COM | 00767E102 | 5,007 | 150,000 | SH | DFND | 1, 2 | 150,000 | 0 | 0 | |
AEROHIVE NETWORKS INC | COM | 007786106 | 10,653 | 1,328,242 | SH | DFND | 1, 2 | 1,328,242 | 0 | 0 | |
ALDER BIOPHARMACEUTICALS INC | COM | 014339105 | 1,522 | 120,000 | SH | DFND | 1, 2 | 120,000 | 0 | 0 | |
ALLERGAN INC | COM | 018490102 | 55,239 | 310,000 | SH | DFND | 1, 2 | 310,000 | 0 | 0 | |
ALLOT COMMUNICATIONS LTD | SHS | M0854Q105 | 11,121 | 973,795 | SH | DFND | 1, 2 | 973,795 | 0 | 0 | |
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 9,763 | 125,000 | SH | DFND | 1, 2 | 125,000 | 0 | 0 | |
ALTERA CORP | COM | 021441100 | 237,716 | 6,643,824 | SH | DFND | 1, 2 | 6,643,824 | 0 | 0 | |
ALTERA CORP | COM | 021441100 | 39,358 | 1,100,000 | SH | Call | DFND | 1, 2 | 1,100,000 | 0 | 0 |
ALTERA CORP | COM | 021441100 | 17,890 | 500,000 | SH | Call | DFND | 1, 2 | 500,000 | 0 | 0 |
ALTERA CORP | COM | 021441100 | 21,468 | 600,000 | SH | Call | DFND | 1, 2 | 600,000 | 0 | 0 |
ALTERA CORP | COM | 021441100 | 23,257 | 650,000 | SH | Call | DFND | 1, 2 | 650,000 | 0 | 0 |
ALTERA CORP | COM | 021441100 | 21,468 | 600,000 | SH | Call | DFND | 1, 2 | 600,000 | 0 | 0 |
ALTERA CORP | COM | 021441100 | 17,890 | 500,000 | SH | Call | DFND | 1, 2 | 500,000 | 0 | 0 |
AMGEN INC | COM | 031162100 | 28,092 | 200,000 | SH | DFND | 1, 2 | 200,000 | 0 | 0 | |
ANACOR PHARMACEUTICALS INC | COM | 032420101 | 3,671 | 150,000 | SH | DFND | 1, 2 | 150,000 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 10,805 | 500,000 | SH | DFND | 1, 2 | 500,000 | 0 | 0 | |
BLOOMIN BRANDS INC | COM | 094235108 | 7,083 | 386,200 | SH | DFND | 1, 2 | 386,200 | 0 | 0 | |
BRUNSWICK CORP | COM | 117043109 | 13,480 | 319,879 | SH | DFND | 1, 2 | 319,879 | 0 | 0 | |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 36,548 | 54,828 | SH | DFND | 1, 2 | 54,828 | 0 | 0 | |
CINEDIGM CORP | COM | 172406100 | 3,258 | 2,101,972 | SH | DFND | 1, 2 | 2,101,972 | 0 | 0 | |
COMSCORE INC | COM | 20564W105 | 119,111 | 3,271,393 | SH | DFND | 1, 2 | 3,271,393 | 0 | 0 | |
COVIDIEN PLC | SHS | G2554F113 | 41,542 | 480,194 | SH | DFND | 1, 2 | 480,194 | 0 | 0 | |
DINEEQUITY INC | COM | 254423106 | 5,630 | 69,000 | SH | DFND | 1, 2 | 69,000 | 0 | 0 | |
DOLLAR TREE INC | COM | 256746108 | 7,469 | 133,200 | SH | DFND | 1, 2 | 133,200 | 0 | 0 | |
DSW INC | CL A | 23334L102 | 7,723 | 256,500 | SH | DFND | 1, 2 | 256,500 | 0 | 0 | |
E M C CORP MASS | COM | 268648102 | 124,993 | 4,271,817 | SH | DFND | 1, 2 | 4,271,817 | 0 | 0 | |
EGAIN CORP | COM NEW | 28225C806 | 5,631 | 938,514 | SH | DFND | 1, 2 | 938,514 | 0 | 0 | |
ELECTRONICS FOR IMAGING INC | COM | 286082102 | 36,842 | 834,090 | SH | DFND | 1, 2 | 834,090 | 0 | 0 | |
ELLIE MAE INC | COM | 28849P100 | 16,172 | 496,077 | SH | DFND | 1, 2 | 496,077 | 0 | 0 | |
EQUINIX INC | COM NEW | 29444U502 | 101,622 | 478,266 | SH | DFND | 1, 2 | 478,266 | 0 | 0 | |
F5 NETWORKS INC | COM | 315616102 | 103,022 | 867,624 | SH | DFND | 1, 2 | 867,624 | 0 | 0 | |
GENMARK DIAGNOSTICS INC | COM | 372309104 | 7,961 | 887,500 | SH | DFND | 1, 2 | 887,500 | 0 | 0 | |
GIGAMON INC | COM | 37518B102 | 2,618 | 250,000 | SH | DFND | 1, 2 | 250,000 | 0 | 0 | |
GROUPON INC | COM CL A | 399473107 | 10,020 | 1,500,000 | SH | DFND | 1, 2 | 1,500,000 | 0 | 0 | |
HCA HOLDINGS INC | COM | 40412C101 | 74,102 | 1,050,800 | SH | DFND | 1, 2 | 1,050,800 | 0 | 0 | |
IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 83,034 | 1,260,000 | SH | DFND | 1, 2 | 1,260,000 | 0 | 0 | |
ILLUMINA INC | COM | 452327109 | 59,831 | 365,000 | SH | DFND | 1, 2 | 365,000 | 0 | 0 | |
INFOBLOX INC | COM | 45672H104 | 54,863 | 3,719,513 | SH | DFND | 1, 2 | 3,719,513 | 0 | 0 | |
INFORMATICA CORP | COM | 45666Q102 | 103,932 | 3,035,391 | SH | DFND | 1, 2 | 3,035,391 | 0 | 0 | |
INTERCEPT PHARMACEUTICALS IN | COM | 45845P108 | 5,917 | 25,000 | SH | DFND | 1, 2 | 25,000 | 0 | 0 | |
INVENSENSE INC | COM | 46123D205 | 9,865 | 500,000 | SH | DFND | 1, 2 | 500,000 | 0 | 0 | |
INVENSENSE INC | COM | 46123D205 | 14,008 | 710,000 | SH | Put | DFND | 1, 2 | 710,000 | 0 | 0 |
INVENSENSE INC | COM | 46123D205 | 3,946 | 200,000 | SH | Put | DFND | 1, 2 | 200,000 | 0 | 0 |
IXIA | COM | 45071R109 | 23,404 | 2,560,567 | SH | DFND | 1, 2 | 2,560,567 | 0 | 0 | |
JACK IN THE BOX INC | COM | 466367109 | 38,541 | 565,200 | SH | DFND | 1, 2 | 565,200 | 0 | 0 | |
KEMET CORP | COM NEW | 488360207 | 8,577 | 2,081,859 | SH | DFND | 1, 2 | 2,081,859 | 0 | 0 | |
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 137,117 | 3,343,100 | SH | DFND | 1, 2 | 3,343,100 | 0 | 0 | |
LINKEDIN CORP | COM CL A | 53578A108 | 186,159 | 895,900 | SH | DFND | 1, 2 | 895,900 | 0 | 0 | |
LIVEPERSON INC | COM | 538146101 | 6,823 | 541,900 | SH | DFND | 1, 2 | 541,900 | 0 | 0 | |
LOGMEIN INC | COM | 54142L109 | 63,136 | 1,370,436 | SH | DFND | 1, 2 | 1,370,436 | 0 | 0 | |
MCKESSON CORP | COM | 58155Q103 | 43,801 | 225,000 | SH | DFND | 1, 2 | 225,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 129,559 | 3,781,651 | SH | DFND | 1, 2 | 3,781,651 | 0 | 0 | |
MYLAN INC | COM | 628530107 | 31,868 | 700,550 | SH | DFND | 1, 2 | 700,550 | 0 | 0 | |
NCR CORP NEW | COM | 62886E108 | 19,712 | 590,000 | SH | DFND | 1, 2 | 590,000 | 0 | 0 | |
NICE SYS LTD | SPONSORED ADR | 653656108 | 28,349 | 695,000 | SH | DFND | 1, 2 | 695,000 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 12,083 | 123,168 | SH | DFND | 1, 2 | 123,168 | 0 | 0 | |
PANERA BREAD CO | CL A | 69840W108 | 9,763 | 60,000 | SH | Call | DFND | 1, 2 | 60,000 | 0 | 0 |
PERRIGO CO PLC | SHS | G97822103 | 7,510 | 50,000 | SH | DFND | 1, 2 | 50,000 | 0 | 0 | |
PMC-SIERRA INC | COM | 69344F106 | 198,666 | 26,630,868 | SH | DFND | 1, 2 | 26,630,868 | 0 | 0 | |
PMC-SIERRA INC | COM | 69344F106 | 7,460 | 1,000,000 | SH | Call | DFND | 1, 2 | 1,000,000 | 0 | 0 |
PMC-SIERRA INC | COM | 69344F106 | 7,460 | 1,000,000 | SH | Call | DFND | 1, 2 | 1,000,000 | 0 | 0 |
PMC-SIERRA INC | COM | 69344F106 | 7,460 | 1,000,000 | SH | Call | DFND | 1, 2 | 1,000,000 | 0 | 0 |
PROOFPOINT INC | COM | 743424103 | 23,615 | 635,827 | SH | DFND | 1, 2 | 635,827 | 0 | 0 | |
QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 4,251 | 63,000 | SH | DFND | 1, 2 | 63,000 | 0 | 0 | |
QLIK TECHNOLOGIES INC | COM | 74733T105 | 302,262 | 11,178,310 | SH | DFND | 1, 2 | 11,178,310 | 0 | 0 | |
RADWARE LTD | ORD | M81873107 | 48,030 | 2,719,723 | SH | DFND | 1, 2 | 2,719,723 | 0 | 0 | |
RECEPTOS INC | COM | 756207106 | 16,583 | 266,988 | SH | DFND | 1, 2 | 266,988 | 0 | 0 | |
RENT A CTR INC NEW | COM | 76009N100 | 5,645 | 186,000 | SH | DFND | 1, 2 | 186,000 | 0 | 0 | |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 9,911 | 147,287 | SH | DFND | 1, 2 | 147,287 | 0 | 0 | |
RPX CORP | COM | 74972G103 | 50,706 | 3,693,066 | SH | DFND | 1, 2 | 3,693,066 | 0 | 0 | |
SALIX PHARMACEUTICALS INC | COM | 795435106 | 15,623 | 99,994 | SH | DFND | 1, 2 | 99,994 | 0 | 0 | |
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 5,693 | 208,000 | SH | DFND | 1, 2 | 208,000 | 0 | 0 | |
SHIRE PLC | SPONSORED ADR | 82481R106 | 189,346 | 730,925 | SH | DFND | 1, 2 | 730,925 | 0 | 0 | |
SHUTTERFLY INC | COM | 82568P304 | 6,093 | 125,000 | SH | DFND | 1, 2 | 125,000 | 0 | 0 | |
SOLARWINDS INC | COM | 83416B109 | 59,517 | 1,415,382 | SH | DFND | 1, 2 | 1,415,382 | 0 | 0 | |
SONIC CORP | COM | 835451105 | 12,707 | 568,274 | SH | DFND | 1, 2 | 568,274 | 0 | 0 | |
STARBUCKS CORP | COM | 855244109 | 4,905 | 65,000 | SH | DFND | 1, 2 | 65,000 | 0 | 0 | |
STARWOOD HOTELS&RESORTS WRLD | COM | 85590A401 | 10,593 | 127,300 | SH | DFND | 1, 2 | 127,300 | 0 | 0 | |
TIFFANY & CO NEW | COM | 886547108 | 7,565 | 78,550 | SH | DFND | 1, 2 | 78,550 | 0 | 0 | |
UNWIRED PLANET INC NEW | COM | 91531F103 | 4,710 | 2,532,104 | SH | DFND | 1, 2 | 2,532,104 | 0 | 0 | |
VEEVA SYS INC | CL A COM | 922475108 | 10,705 | 380,000 | SH | DFND | 1, 2 | 380,000 | 0 | 0 | |
VERINT SYS INC | COM | 92343X100 | 308,743 | 5,551,934 | SH | DFND | 1, 2 | 5,551,934 | 0 | 0 | |
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 25,138 | 133,000 | SH | DFND | 1, 2 | 133,000 | 0 | 0 | |
VIRNETX HLDG CORP | COM | 92823T108 | 600 | 100,000 | SH | Put | DFND | 1, 2 | 100,000 | 0 | 0 |
WORKDAY INC | CL A | 98138H101 | 27,265 | 330,488 | SH | DFND | 1, 2 | 330,488 | 0 | 0 | |
YAHOO INC | COM | 984332106 | 88,191 | 2,164,200 | SH | DFND | 1, 2 | 2,164,200 | 0 | 0 | |
YELP INC | CL A | 985817105 | 14,606 | 214,000 | SH | DFND | 1, 2 | 214,000 | 0 | 0 |