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 1,993 55,000 SH   SOLE   55,000 0 0
ARUBA NETWORKS INC COM 043176106 2,250 120,000 SH   SOLE   120,000 0 0
AVIAT NETWORKS INC COM 05366Y102 1,590 1,000,000 SH   SOLE   1,000,000 0 0
BROADCOM CORP CL A 111320107 3,147 100,000 SH   SOLE   100,000 0 0
CALIX INC COM 13100M509 1,897 225,000 SH   SOLE   225,000 0 0
COHU INC COM 192576106 2,148 200,000 SH   SOLE   200,000 0 0
CYAN INC COM 23247W104 769 180,000 SH   SOLE   180,000 0 0
EMCORE CORP COM NEW 290846203 2,002 396,400 SH   SOLE   396,400 0 0
EMULEX CORP COM NEW 292475209 1,663 225,000 SH   SOLE   225,000 0 0
ENERNOC INC COM 292764107 1,448 65,000 SH   SOLE   65,000 0 0
FALCONSTOR SOFTWARE INC COM 306137100 848 536,483 SH   SOLE   536,483 0 0
FIREEYE INC COM 31816Q101 1,231 20,000 SH   SOLE   20,000 0 0
FORMFACTOR INC COM 346375108 3,834 600,000 SH   SOLE   600,000 0 0
FUSION-IO INC COM 36112J107 1,999 190,000 SH   SOLE   190,000 0 0
HARMONIC INC COM 413160102 2,865 401,279 SH   SOLE   401,279 0 0
INFOBLOX INC COM 45672H104 2,508 125,000 SH   SOLE   125,000 0 0
INTERNAP NETWORK SVCS CORP COM PAR $.001 45885A300 2,478 350,000 SH   SOLE   350,000 0 0
LSI CORPORATION COM 502161102 3,044 275,000 SH   SOLE   275,000 0 0
MATTERSIGHT CORP COM 577097108 2,908 419,696 SH   SOLE   419,696 0 0
MATTSON TECHNOLOGY INC COM 577223100 1,798 775,000 SH   SOLE   775,000 0 0
MAXLINEAR INC CL A 57776J100 3,838 404,900 SH   SOLE   404,900 0 0
MERU NETWORKS INC COM 59047Q103 2,413 535,094 SH   SOLE   535,094 0 0
MICREL INC COM 594793101 886 80,000 SH   SOLE   80,000 0 0
O2MICRO INTERNATIONAL LTD SPONS ADR 67107W100 2,142 653,149 SH   SOLE   653,149 0 0
PLANAR SYS INC COM 726900103 1,632 800,000 SH   SOLE   800,000 0 0
PMC-SIERRA INC COM 69344F106 1,484 195,000 SH   SOLE   195,000 0 0
PROSHARES TR ULTSHRT QQQ 74348A426 9,081 155,000 SH   SOLE   155,000 0 0
PROSHARES TR ULTSHT RUSS2000 74348A319 4,587 100,000 SH   SOLE   100,000 0 0
QUANTUM CORP COM DSSG 747906204 1,053 862,820 SH   SOLE   862,820 0 0
RACKSPACE HOSTING INC COM 750086100 1,805 55,000 SH   SOLE   55,000 0 0
RIVERBED TECHNOLOGY INC COM 768573107 394 20,000 SH   SOLE   20,000 0 0
RUCKUS WIRELESS INC COM 781220108 2,918 240,000 SH   SOLE   240,000 0 0
SHORETEL INC COM 825211105 258 30,000 SH   SOLE   30,000 0 0
SIGMA DESIGNS INC COM 826565103 762 160,000 SH   SOLE   160,000 0 0
SILICON GRAPHICS INTL CORP COM 82706L108 1,412 115,000 SH   SOLE   115,000 0 0
SPANSION INC COM CL A NEW 84649R200 4,791 275,000 SH   SOLE   275,000 0 0
SPLUNK INC COM 848637104 1,716 24,000 SH   SOLE   24,000 0 0
SUPERTEX INC COM 868532102 3,298 100,000 SH   SOLE   100,000 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 942 70,000 SH   SOLE   70,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 1,500 177,500 SH   SOLE   177,500 0 0