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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 12,277 | 340,000 | SH | SOLE | 0 | 340,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 9,906 | 12,500 | SH | SOLE | 0 | 12,500 | 0 | 0 | |
| BAZAARVOICE INC | COM | 073271108 | 2,162 | 445,742 | SH | SOLE | 0 | 445,742 | 0 | 0 | |
| BENEFITFOCUS INC | COM | 08180D106 | 558 | 18,800 | SH | SOLE | 0 | 18,800 | 0 | 0 | |
| BLACKLINE INC | COM | 09239B109 | 3,630 | 131,395 | SH | SOLE | 0 | 131,395 | 0 | 0 | |
| DYCOM INDS INC | COM | 267475101 | 4,994 | 62,200 | SH | SOLE | 0 | 62,200 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 11,799 | 141,000 | SH | SOLE | 0 | 141,000 | 0 | 0 | |
| EXACT SCIENCES CORP | COM | 30063P105 | 7,348 | 550,000 | SH | SOLE | 0 | 550,000 | 0 | 0 | |
| IAC INTERACTIVECORP | COM | 44919P508 | 24,931 | 384,800 | SH | SOLE | 0 | 384,800 | 0 | 0 | |
| IMMERSION CORP | COM | 452521107 | 20,916 | 1,967,618 | SH | SOLE | 0 | 1,967,618 | 0 | 0 | |
| INSPIRED ENTMT INC | COM | 45782N108 | 254 | 30,001 | SH | SOLE | 0 | 30,001 | 0 | 0 | |
| INSPIRED ENTMT INC | *W EXP 10/20/202 | 45782N116 | 180 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| JIVE SOFTWARE INC | COM | 47760A108 | 3,452 | 793,460 | SH | SOLE | 0 | 793,460 | 0 | 0 | |
| LIONS GATE ENTMT CORP | CL A VTG | 535919401 | 9,415 | 350,000 | SH | SOLE | 0 | 350,000 | 0 | 0 | |
| LIONS GATE ENTMT CORP | CL B NON VTG | 535919500 | 8,589 | 350,000 | SH | SOLE | 0 | 350,000 | 0 | 0 | |
| LOGMEIN INC | COM | 54142L109 | 3,942 | 40,824 | SH | SOLE | 0 | 40,824 | 0 | 0 | |
| LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 16,084 | 391,816 | SH | SOLE | 0 | 391,816 | 0 | 0 | |
| LUMOS NETWORKS CORP | COM | 550283105 | 7,224 | 462,500 | SH | SOLE | 0 | 462,500 | 0 | 0 | |
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 27,740 | 2,000,000 | SH | SOLE | 0 | 2,000,000 | 0 | 0 | |
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 9,162 | 224,000 | SH | SOLE | 0 | 224,000 | 0 | 0 | |
| MOBILEYE N V AMSTELVEEN | ORD SHS | N51488117 | 3,812 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 12,551 | 842,367 | SH | SOLE | 0 | 842,367 | 0 | 0 | |
| OSI SYSTEMS INC | COM | 671044105 | 8,923 | 117,220 | SH | SOLE | 0 | 117,220 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 15,750 | 399,037 | SH | SOLE | 0 | 399,037 | 0 | 0 | |
| QAD INC | CL A | 74727D306 | 5,567 | 183,137 | SH | SOLE | 0 | 183,137 | 0 | 0 | |
| REALPAGE INC | COM | 75606N109 | 21,702 | 723,385 | SH | SOLE | 0 | 723,385 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 6,019 | 140,399 | SH | SOLE | 0 | 140,399 | 0 | 0 | |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 961 | 4,300 | SH | Put | SOLE | 0 | 4,300 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 23,126 | 469,185 | SH | SOLE | 0 | 469,185 | 0 | 0 | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 76 | 1,550 | SH | Put | SOLE | 0 | 1,550 | 0 | 0 |
| TESSERA TECHNOLOGIES INC | COM | 88164L100 | 11,798 | 266,924 | SH | SOLE | 0 | 266,924 | 0 | 0 | |
| TOWNSQUARE MEDIA INC | CL A | 892231101 | 1,509 | 145,000 | SH | SOLE | 0 | 145,000 | 0 | 0 | |
| VARONIS SYS INC | COM | 922280102 | 4,200 | 156,700 | SH | SOLE | 0 | 156,700 | 0 | 0 | |
| XO GROUP INC | COM | 983772104 | 12,786 | 657,361 | SH | SOLE | 0 | 657,361 | 0 | 0 | |
| 8X8 INC NEW | COM | 282914100 | 7,867 | 550,114 | SH | SOLE | 0 | 550,114 | 0 | 0 | |