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
A T & T INC (NEW) COM 00206R102 569 17,452 SH   DFND   11,532 5,920 0
ABBOTT LABS COM 2824100 359 8,924 SH   DFND   124 8,800 0
ABIOMED INC COM COM 3654100 2,483 26,773 SH   DFND   15,703 11,070 0
ALLEGHANY CORP DEL COM COM 17175100 328 700 SH   SOLE   700 0 0
AMERICAN NATL INS CO COM COM 28591105 2,574 26,356 SH   DFND   18,385 7,971 0
ASTROTECH CORP COM 46484101 30 14,500 SH   SOLE   14,500 0 0
BOEING CO COM COM 97023105 439 3,355 SH   DFND   3,290 65 0
BRISTOL MYERS SQUIBB CO COM 110122108 303 5,123 SH   SOLE   5,123 0 0
CALAVO GROWERS INC COM COM 128246105 3,498 78,360 SH   DFND   49,850 28,510 0
CALIFORNIA RESOURCES CORP COM 13057Q107 0 24 SH   SOLE   24 0 0
CALLIDUS SOFTWARE INC COM COM 13123E500 2,615 153,880 SH   DFND   84,680 69,200 0
CELGENE CORP COM COM 151020104 5 3,200 SH   SOLE   3,200 0 0
CHEVRONTEXACO CORP COM COM 166764100 289 3,660 SH   DFND   3,652 8 0
COMSTOCK RES INC COM NEW COM 205768203 0 6 SH   SOLE   6 0 0
CONTANGO OIL & GAS COMPANY COM COM 21075N204 461 60,642 SH   DFND   39,741 20,901 0
COUER MINING INC COM 192108504 14 4,825 SH   SOLE   4,825 0 0
CREDIT SUISSE NASSAU BRH GOLD PREFERRED STOCKS 22542D480 254 23,290 SH   DFND   6,840 16,450 0
CUBIC CORP COM COM 229669106 1,289 30,724 SH   DFND   18,750 11,974 0
DEERE & CO COM COM 244199105 296 4,000 SH   DFND   2,000 2,000 0
DOW CHEMICAL CORP COM 260543103 290 6,864 SH   SOLE   6,864 0 0
ENSCO PLC SHS CLASS A COM G3157S106 438 31,127 SH   DFND   19,637 11,490 0
ETFS SILVER TRUST COM 26922X107 5 324 SH   SOLE   324 0 0
EXCO RESOURCES INC COM 269279402 1 1,000 SH   SOLE   1,000 0 0
EXXON MOBIL CORP COM COM 30231G102 502 6,747 SH   DFND   6,572 175 0
FIREEYE INC COM COM 31816Q101 2,529 79,459 SH   DFND   46,848 32,611 0
FLUOR CORP COM 343412102 17 400 SH   SOLE   400 0 0
FUEL SYSTEMS SOLUTIONS INC COM 35592W103 10 2,000 SH   SOLE   2,000 0 0
GENERAL ELEC CO COM 369604103 293 11,600 SH   SOLE   11,600 0 0
GILEAD SCIENCES INC COM COM 375558103 409 4,170 SH   DFND   0 4,170 0
HD SUPPLY HLDGS INC COM COM 40416M105 1,802 62,951 SH   DFND   39,292 23,659 0
ILLUMINA INC COM COM 452327109 3,027 17,211 SH   DFND   10,126 7,085 0
INTREPID POTASH INC COM COM 46121Y102 11 2,042 SH   SOLE   2,042 0 0
ISHARES GOLD TRUST COM 464285105 7 656 SH   SOLE   656 0 0
ISIS PHARMACEUTICALS INC COM COM 464330109 687 17,000 SH   DFND   7,650 9,350 0
JOHNSON & JOHNSON COM 478160104 1,006 10,768 SH   DFND   5,523 5,245 0
KANSAS CITY LIFE INSURANCE CO COM 484836101 14 296 SH   SOLE   14 0 0
KAYNE ANDERSON MLP INVT CO COM COM 486606106 424 18,285 SH   DFND   0 18,285 0
KB HOME COM COM 48666K109 2,232 164,759 SH   DFND   116,679 48,080 0
LSI INDS INC COM COM 50216C108 110 13,000 SH   SOLE   13,000 0 0
MASTEC INC COM COM 576323109 1,958 123,720 SH   DFND   64,599 59,121 0
MCDERMOTT INTERNATIONAL COM 580037109 23 5,250 SH   SOLE   5,250 0 0
MEAD JOHNSON NUTRITION CO COM COM 582839106 251 3,560 SH   SOLE   3,560 0 0
MILLER ENERGY RESOURCES PREFERRED STOCKS 600527105 0 300 SH   SOLE   300 0 0
MILLS MUSIC TRUST COM 601158108 1 60 SH   SOLE   60 0 0
MITEK SYS INC COM NEW COM 606710200 198 62,035 SH   DFND   0 62,035 0
MTS SYS CORP COM COM 553777103 1,507 25,072 SH   DFND   14,483 10,589 0
NEWMONT MINING CORP COM 651639106 13 800 SH   SOLE   800 0 0
NORFOLK SOUTHN CORP COM 655844108 373 4,880 SH   SOLE   4,880 0 0
ON SEMICONDUCTOR CORP COM COM 682189105 1,686 179,424 SH   DFND   94,444 84,980 0
ORGANOVO HLDGS INC COM COM 68620A104 99 36,990 SH   DFND   0 36,990 0
PACIFIC DRILLING SA LUXEMBOURE COM L7257P106 14 11,400 SH   DFND   0 11,400 0
PCS EDVENTURES COM INC COM COM 69325N102 3 20,700 SH   DFND   0 20,700 0
PFIZER INC COM 717081103 371 11,820 SH   SOLE   11,820 0 0
PREMIER EXHIBITIONS INC COM 740S1E102 1 300 SH   SOLE   300 0 0
PRIVATEBANCORP INC COM COM 742962103 2,119 55,291 SH   DFND   40,015 15,276 0
PROSPECT CAPITAL CORPORATIONCO COM 74348T102 2,231 382,701 SH   DFND   220,031 162,370 0
QUALCOMM INC COM COM 747525103 215 4,000 SH   DFND   0 4,000 0
RAYTHEON CO COM NEW COM 755111507 372 3,405 SH   DFND   0 3,405 0
ROSS STORES INC COM COM 778296103 792 16,334 SH   DFND   7,328 9,006 0
SABINE OIL & GAS CORP COM 78532P107 0 25 SH   SOLE   25 0 0
SANDISK CORP COM COM 80004C101 1,144 21,060 SH   DFND   14,000 7,060 0
SENOMYX INC COM COM 81724Q107 1,455 326,354 SH   DFND   178,406 147,948 0
SJW CORP COM COM 784305104 238 7,740 SH   SOLE   7,740 0 0
SNAP ON INC COM COM 833034101 222 1,470 SH   SOLE   1,470 0 0
TJX COS INC NEW COM COM 872540109 249 3,491 SH   DFND   1,951 1,540 0
TRI POINTE HOMES INC COM COM 87265H109 1,434 109,584 SH   DFND   53,794 55,790 0
TRONOX LTD SHS CL A COM Q9235V101 11 2,484 SH   SOLE   2,484 0 0
TROVAGENE INC COM NEW COM 897238309 218 38,400 SH   DFND   0 38,400 0
UNILEVER NV N Y SHS NEW COM 904784709 225 5,600 SH   SOLE   5,600 0 0
UNION PAC CORP COM 907818108 347 3,920 SH   SOLE   3,920 0 0
V F CORP COM 918204108 721 10,570 SH   DFND   3,730 6,840 0
VANGUARD CALIF TAX FREE FD ST MUTUAL FUNDS 922907803 202 12,755 SH   DFND   0 12,755 0
VANGUARD FIXED INCOME SECS GNM COM 922031307 641 59,716 SH   DFND   0 59,716 0
VERIZON COMMUNICATIONS COM COM 92343V104 554 12,740 SH   DFND   1,450 11,290 0
WABTEC CORP COM COM 929740108 748 8,500 SH   DFND   880 7,620 0
WELLS FARGO & CO NEW COM COM 949746101 368 7,175 SH   DFND   4,405 2,770 0
WESTERN DIGITAL CORP COM COM 958102105 0 1 SH   SOLE   1 0 0