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

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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 2,374 110,000 SH   SOLE   110,000 0 0
ATMEL CORP COM 049513104 1,414 175,000 SH   SOLE   175,000 0 0
AVIAT NETWORKS INC COM 05366Y102 2,700 1,500,000 SH   SOLE   1,500,000 0 0
BROADCOM CORP CL A 111320107 2,627 65,000 SH   SOLE   65,000 0 0
CALIX INC COM 13100M509 977 102,122 SH   SOLE   102,122 0 0
COHU INC COM 192576106 3,052 255,000 SH   SOLE   255,000 0 0
EMCORE CORP COM NEW 290846203 2,226 391,300 SH   SOLE   391,300 0 0
EMULEX CORP COM NEW 292475209 1,359 275,000 SH   SOLE   275,000 0 0
FALCONSTOR SOFTWARE INC COM 306137100 575 500,000 SH   SOLE   500,000 0 0
FORMFACTOR INC COM 346375108 3,944 550,000 SH   SOLE   550,000 0 0
HARMONIC INC COM 413160102 1,869 294,718 SH   SOLE   294,718 0 0
INFOBLOX INC COM 45672H104 1,918 130,000 SH   SOLE   130,000 0 0
INTERNAP NETWORK SVCS CORP COM PAR $.001 45885A300 2,691 390,000 SH   SOLE   390,000 0 0
LIMELIGHT NETWORKS INC COM 53261M104 1,156 495,063 SH   SOLE   495,063 0 0
MATTERSIGHT CORP COM 577097108 1,736 320,874 SH   SOLE   320,874 0 0
MATTSON TECHNOLOGY INC COM 577223100 2,038 825,000 SH   SOLE   825,000 0 0
MAXLINEAR INC CL A 57776J100 2,466 358,456 SH   SOLE   358,456 0 0
MERU NETWORKS INC COM 59047Q103 2,347 616,105 SH   SOLE   616,105 0 0
MICREL INC COM 594793101 481 40,000 SH   SOLE   40,000 0 0
MICROSEMI CORP COM 595137100 323 12,700 SH   SOLE   12,700 0 0
O2MICRO INTERNATIONAL LTD SPONS ADR 67107W100 1,737 652,849 SH   SOLE   652,849 0 0
PDF SOLUTIONS INC COM 693282105 1,261 100,000 SH   SOLE   100,000 0 0
PLANAR SYS INC COM 726900103 1,213 320,000 SH   SOLE   320,000 0 0
PMC-SIERRA INC COM 69344F106 1,865 250,000 SH   SOLE   250,000 0 0
PROSHARES TR PSHS ULSHT SP500 74347B300 6,784 275,000 SH   SOLE   275,000 0 0
PROSHARES TR ULTSHRT QQQ 74348A426 7,096 160,000 SH   SOLE   160,000 0 0
PROSHARES TR ULTSHT RUSS2000 74348A319 5,660 115,000 SH   SOLE   115,000 0 0
QUANTUM CORP COM DSSG 747906204 1,160 1,000,000 SH   SOLE   1,000,000 0 0
RIVERBED TECHNOLOGY INC COM 768573107 371 20,000 SH   SOLE   20,000 0 0
ROCKET FUEL INC COM 773111109 2,370 150,000 SH   SOLE   150,000 0 0
RUCKUS WIRELESS INC COM 781220108 2,101 157,275 SH   SOLE   157,275 0 0
SHORETEL INC COM 825211105 1,719 258,520 SH   SOLE   258,520 0 0
SIGMA DESIGNS INC COM 826565103 582 135,000 SH   SOLE   135,000 0 0
SILICON GRAPHICS INTL CORP COM 82706L108 1,274 137,983 SH   SOLE   137,983 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 2,268 235,000 SH   SOLE   235,000 0 0
SPANSION INC COM CL A NEW 84649R200 3,020 132,500 SH   SOLE   132,500 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 905 75,000 SH   SOLE   75,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 1,164 130,000 SH   SOLE   130,000 0 0