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
ANADIGICS INC COM 032515108 2,266 1,150,000 SH   SOLE   1,150,000 0 0
AVIAT NETWORKS INC COM 05366Y102 2,304 896,400 SH   SOLE   896,400 0 0
BROADCOM CORP CL A 111320107 4,684 180,000 SH   SOLE   180,000 0 0
CALIX INC COM 13100M509 852 66,900 SH   SOLE   66,900 0 0
CIRRUS LOGIC INC COM 172755100 227 10,000 SH   SOLE   10,000 0 0
COHU INC COM 192576106 655 60,000 SH   SOLE   60,000 0 0
CREE INC COM 225447101 1,505 25,000 SH   SOLE   25,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 383 40,984 SH   SOLE   40,984 0 0
EMCORE CORP COM NEW 290846203 1,926 430,000 SH   SOLE   430,000 0 0
EMULEX CORP COM NEW 292475209 1,552 200,000 SH   SOLE   200,000 0 0
FALCONSTOR SOFTWARE INC COM 306137100 720 545,600 SH   SOLE   545,600 0 0
FORMFACTOR INC COM 346375108 4,194 611,300 SH   SOLE   611,300 0 0
FUSION-IO INC COM 36112J107 1,540 115,000 SH   SOLE   115,000 0 0
HARMONIC INC COM 413160102 3,113 405,388 SH   SOLE   405,388 0 0
INTERNAP NETWORK SVCS CORP COM PAR $.001 45885A300 2,085 300,000 SH   SOLE   300,000 0 0
LSI CORPORATION COM 502161102 2,348 300,000 SH   SOLE   300,000 0 0
LTX-CREDENCE CORP COM NEW 502403207 322 48,829 SH   SOLE   48,829 0 0
MATTERSIGHT CORP COM 577097108 1,895 500,000 SH   SOLE   500,000 0 0
MAXLINEAR INC CL A 57776J100 3,502 422,494 SH   SOLE   422,494 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 570 14,998 SH   SOLE   14,998 0 0
MERU NETWORKS INC COM 59047Q103 1,880 575,000 SH   SOLE   575,000 0 0
MICROSOFT CORP COM 594918104 1,664 50,000 SH   SOLE   50,000 0 0
O2MICRO INTERNATIONAL LTD SPONS ADR 67107W100 2,128 686,317 SH   SOLE   686,317 0 0
OPLINK COMMUNICATIONS INC COM NEW 68375Q403 1,600 85,000 SH   SOLE   85,000 0 0
PEREGRINE SEMICONDUCTOR CORP COM 71366R703 663 73,888 SH   SOLE   73,888 0 0
PLANAR SYS INC COM 726900103 1,555 845,000 SH   SOLE   845,000 0 0
PMC-SIERRA INC COM 69344F106 1,159 175,000 SH   SOLE   175,000 0 0
PROSHARES TR PSHS ULSHRUS2000 74348A202 6,816 470,100 SH   SOLE   470,100 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 4,938 135,000 SH   SOLE   135,000 0 0
PROSHARES TR PSHS ULTSHRT QQQ 74347X237 3,327 175,000 SH   SOLE   175,000 0 0
QUANTUM CORP COM DSSG 747906204 690 500,000 SH   SOLE   500,000 0 0
RF MICRODEVICES INC COM 749941100 1,805 320,000 SH   SOLE   320,000 0 0
RUCKUS WIRELESS INC COM 781220108 496 29,478 SH   SOLE   29,478 0 0
SHORETEL INC COM 825211105 3,472 574,800 SH   SOLE   574,800 0 0
SIGMA DESIGNS INC COM 826565103 1,451 260,000 SH   SOLE   260,000 0 0
SPANSION INC COM CL A NEW 84649R200 1,867 185,000 SH   SOLE   185,000 0 0
SUPERTEX INC COM 868532102 2,154 85,000 SH   SOLE   85,000 0 0
TELLABS INC COM 879664100 2,780 1,224,100 SH   SOLE   1,224,100 0 0
TTM TECHNOLOGIES INC COM 87305R109 2,005 205,877 SH   SOLE   205,877 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,374 198,800 SH   SOLE   198,800 0 0