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 |
| AMBER ROAD INC | COMM | 02318Y108 | 813 | 52,800 | SH | SOLE | 52,800 | 0 | 0 | ||
| CONTROL4 CORP | COMM | 21240D107 | 10,605 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DATAWATCH CORP | COMM | 237917208 | 5,695 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| EGAIN CORPORATION | COMM | 28225C806 | 8,825 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| ESCO TECHNOLOGIES INC | COMM | 296315104 | 7,056 | 200,500 | SH | SOLE | 200,500 | 0 | 0 | ||
| FUSION-IO INC | COMM | 36112J107 | 6,470 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC-ADR | ADRS | 43289P106 | 8,064 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| INFOBLOX INC | COMM | 45672H104 | 10,030 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| IXYS CORPORATION | COMM | 46600W106 | 4,710 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
| KOFAX LTD | COMM | G5307C105 | 15,173 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| KVH INDUSTRIES INC | COMM | 482738101 | 11,844 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| MATTSON TECHNOLOGY INC | COMM | 577223100 | 6,938 | 2,990,600 | SH | SOLE | 2,990,600 | 0 | 0 | ||
| MAXLINEAR INC-CLASS A | COMM | 57776J100 | 6,771 | 714,202 | SH | SOLE | 714,202 | 0 | 0 | ||
| NEOPHOTONICS CORP | COMM | 64051T100 | 3,013 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| NETLIST INC | COMM | 64118P109 | 3,800 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NOVA MEASURING INSTRUMENTS | COMM | M7516K103 | 11,200 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| PITNEY BOWES INC | COMM | 724479100 | 10,999 | 423,200 | SH | SOLE | 423,200 | 0 | 0 | ||
| PROOFPOINT INC | COMM | 743424103 | 9,255 | 249,600 | SH | SOLE | 249,600 | 0 | 0 | ||
| QLOGIC CORP | COMM | 747277101 | 6,375 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| QUMU CORPORATION | COMM | 749063103 | 13,750 | 859,400 | SH | SOLE | 859,400 | 0 | 0 | ||
| RUBICON TECHNOLOGY INC | COMM | 78112T107 | 3,387 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| TIBCO SOFTWARE INC | COMM | 88632Q103 | 6,096 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| VERIFONE HOLDINGS INC | COMM | 92342Y109 | 10,146 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||