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
ALTERA CORP COM 021441100 2,144 65,000 SH   SOLE   65,000 0 0
ANADIGICS INC COM 032515108 2,200 1,000,000 SH   SOLE   1,000,000 0 0
APPLE INC COM 037833100 2,974 7,500 SH   SOLE   7,500 0 0
AVIAT NETWORKS INC COM 05366Y102 2,712 1,034,985 SH   SOLE   1,034,985 0 0
BROADCOM CORP CL A 111320107 1,183 35,000 SH   SOLE   35,000 0 0
CALIX INC COM 13100M509 2,594 256,797 SH   SOLE   256,797 0 0
COHU INC COM 192576106 1,769 141,551 SH   SOLE   141,551 0 0
CORNING INC COM 219350105 1,992 140,000 SH   SOLE   140,000 0 0
EMCORE CORP COM NEW 290846203 1,923 534,100 SH   SOLE   534,100 0 0
EMULEX CORP COM NEW 292475209 1,956 300,000 SH   SOLE   300,000 0 0
FALCONSTOR SOFTWARE INC COM 306137100 747 545,600 SH   SOLE   545,600 0 0
FORMFACTOR INC COM 346375108 4,894 725,000 SH   SOLE   725,000 0 0
FUSION-IO INC COM 36112J107 2,421 170,000 SH   SOLE   170,000 0 0
HARMONIC INC COM 413160102 2,731 430,000 SH   SOLE   430,000 0 0
INTEGRATED SILICON SOLUTION COM 45812P107 2,126 193,980 SH   SOLE   193,980 0 0
INTEL CORP COM 458140100 1,454 60,000 SH   SOLE   60,000 0 0
INTERNAP NETWORK SVCS CORP COM PAR $.001 45885A300 2,068 250,000 SH   SOLE   250,000 0 0
LSI CORPORATION COM 502161102 2,678 375,000 SH   SOLE   375,000 0 0
LTX-CREDENCE CORP COM NEW 502403207 649 108,427 SH   SOLE   108,427 0 0
MATTERSIGHT CORP COM 577097108 1,400 500,000 SH   SOLE   500,000 0 0
MAXLINEAR INC CL A 57776J100 3,525 503,612 SH   SOLE   503,612 0 0
MERU NETWORKS INC COM 59047Q103 2,007 497,993 SH   SOLE   497,993 0 0
NOVATEL WIRELESS INC COM NEW 66987M604 751 190,000 SH   SOLE   190,000 0 0
O2MICRO INTERNATIONAL LTD SPONS ADR 67107W100 2,265 686,317 SH   SOLE   686,317 0 0
OCLARO INC COM NEW 67555N206 944 800,000 SH   SOLE   800,000 0 0
OPLINK COMMUNICATIONS INC COM NEW 68375Q403 708 40,772 SH   SOLE   40,772 0 0
PALO ALTO NETWORKS INC COM 697435105 1,897 45,000 SH   SOLE   45,000 0 0
PEREGRINE SEMICONDUCTOR CORP COM 71366R703 789 72,337 SH   SOLE   72,337 0 0
PLANAR SYS INC COM 726900103 1,420 845,000 SH   SOLE   845,000 0 0
PMC-SIERRA INC COM 69344F106 1,430 225,000 SH   SOLE   225,000 0 0
PROSHARES TR PSHS ULSHRUS2000 74348A202 5,325 295,000 SH   SOLE   295,000 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 6,128 150,000 SH   SOLE   150,000 0 0
PROSHARES TR PSHS ULTSHRT QQQ 74347X237 2,371 100,000 SH   SOLE   100,000 0 0
QLOGIC CORP COM 747277101 1,434 150,000 SH   SOLE   150,000 0 0
RF MICRODEVICES INC COM 749941100 2,673 500,000 SH   SOLE   500,000 0 0
RUBICON TECHNOLOGY INC COM 78112T107 1,395 175,000 SH   SOLE   175,000 0 0
RUCKUS WIRELESS INC COM 781220108 1,922 150,000 SH   SOLE   150,000 0 0
SHORETEL INC COM 825211105 2,337 580,000 SH   SOLE   580,000 0 0
SIGMA DESIGNS INC COM 826565103 1,385 274,312 SH   SOLE   274,312 0 0
SPANSION INC COM CL A NEW 84649R200 1,878 150,000 SH   SOLE   150,000 0 0
SUPERTEX INC COM 868532102 1,511 63,212 SH   SOLE   63,212 0 0
TELLABS INC COM 879664100 590 298,600 SH   SOLE   298,600 0 0
TTM TECHNOLOGIES INC COM 87305R109 1,260 150,000 SH   SOLE   150,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,061 175,396 SH   SOLE   175,396 0 0