The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ARUBA NETWORKS INC | COM | 043176106 | 2,015 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| AVIAT NETWORKS INC | COM | 05366Y102 | 1,778 | 1,389,428 | SH | SOLE | 1,389,428 | 0 | 0 | ||
| BROADCOM CORP | CL A | 111320107 | 3,155 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| CALIX INC | COM | 13100M509 | 1,841 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| COHU INC | COM | 192576106 | 2,408 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| EMCORE CORP | COM NEW | 290846203 | 1,612 | 391,300 | SH | SOLE | 391,300 | 0 | 0 | ||
| EMULEX CORP | COM NEW | 292475209 | 1,568 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| FALCONSTOR SOFTWARE INC | COM | 306137100 | 850 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FORMFACTOR INC | COM | 346375108 | 4,576 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| HARMONIC INC | COM | 413160102 | 2,994 | 401,279 | SH | SOLE | 401,279 | 0 | 0 | ||
| INFOBLOX INC | COM | 45672H104 | 1,512 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| INTERNAP NETWORK SVCS CORP | COM PAR $.001 | 45885A300 | 2,679 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| MATTERSIGHT CORP | COM | 577097108 | 2,197 | 413,797 | SH | SOLE | 413,797 | 0 | 0 | ||
| MATTSON TECHNOLOGY INC | COM | 577223100 | 1,183 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| MAXLINEAR INC | CL A | 57776J100 | 4,068 | 403,946 | SH | SOLE | 403,946 | 0 | 0 | ||
| MERU NETWORKS INC | COM | 59047Q103 | 2,137 | 580,686 | SH | SOLE | 580,686 | 0 | 0 | ||
| MICREL INC | COM | 594793101 | 1,868 | 165,621 | SH | SOLE | 165,621 | 0 | 0 | ||
| MICROSEMI CORP | COM | 595137100 | 1,204 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| O2MICRO INTERNATIONAL LTD | SPONS ADR | 67107W100 | 2,227 | 653,149 | SH | SOLE | 653,149 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 1,645 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PLANAR SYS INC | COM | 726900103 | 2,000 | 816,257 | SH | SOLE | 816,257 | 0 | 0 | ||
| PMC-SIERRA INC | COM | 69344F106 | 1,065 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| PROSHARES TR | PSHS ULSHT SP500 | 74347B300 | 6,996 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| PROSHARES TR | ULTSHRT QQQ | 74348A426 | 8,991 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PROSHARES TR | ULTSHT RUSS2000 | 74348A319 | 4,947 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| QUANTUM CORP | COM DSSG | 747906204 | 1,220 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| RIVERBED TECHNOLOGY INC | COM | 768573107 | 413 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| RUCKUS WIRELESS INC | COM | 781220108 | 2,501 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| SIGMA DESIGNS INC | COM | 826565103 | 733 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| SONUS NETWORKS INC | COM | 835916107 | 1,622 | 451,800 | SH | SOLE | 451,800 | 0 | 0 | ||
| SPANSION INC | COM CL A NEW | 84649R200 | 4,214 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 1,383 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TRINA SOLAR LIMITED | SPON ADR | 89628E104 | 962 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||