The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
51JOB INC-ADR | ADR | 316827104 | 1,555 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
ACTUATE CORP | COM | 00508B102 | 12,291 | 1,594,100 | SH | SOLE | 0 | 1,594,100 | 0 | 0 | |
ACXIOM CORP | COM | 5125109 | 887 | 24,000 | SH | SOLE | 0 | 24,000 | 0 | 0 | |
ADVENT SOFTWARE INC | COM | 7974108 | 15,617 | 446,588 | SH | SOLE | 0 | 446,588 | 0 | 0 | |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 953 | 20,200 | SH | SOLE | 0 | 20,200 | 0 | 0 | |
ALLIANCE FIBER OPTIC PRODUCT | COM | 18680306 | 2,534 | 168,474 | SH | SOLE | 0 | 168,474 | 0 | 0 | |
ALTERA CORP | COM | 21441100 | 228 | 7,000 | SH | SOLE | 0 | 7,000 | 0 | 0 | |
AMAZON.COM INC | COM | 23135106 | 798 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
ANADIGICS INC | COM | 32515108 | 2,489 | 1,360,000 | SH | SOLE | 0 | 1,360,000 | 0 | 0 | |
APPLE INC | COM | 37833100 | 2,157 | 3,845 | SH | SOLE | 0 | 3,845 | 0 | 0 | |
ATMEL CORP | COM | 49513104 | 658 | 84,000 | SH | SOLE | 0 | 84,000 | 0 | 0 | |
ATMI INC | COM | 00207R101 | 17,493 | 580,000 | SH | SOLE | 0 | 580,000 | 0 | 0 | |
AVG TECHNOLOGIES | COM | N07831105 | 5,160 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
AVIAT NETWORKS INC | COM | 05366Y102 | 472 | 209,800 | SH | SOLE | 0 | 209,800 | 0 | 0 | |
BOINGO WIRELESS INC | COM | 09739C102 | 4,224 | 660,000 | SH | SOLE | 0 | 660,000 | 0 | 0 | |
BOTTOMLINE TECHNOLOGIES (DE) | COM | 101388106 | 2,425 | 67,000 | SH | SOLE | 0 | 67,000 | 0 | 0 | |
BRIGHTCOVE | COM | 10921T101 | 3,547 | 250,997 | SH | SOLE | 0 | 250,997 | 0 | 0 | |
CADENCE DESIGN SYS INC | COM | 127387108 | 701 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
CAVIUM INC | COM | 14964U108 | 5,431 | 157,500 | SH | SOLE | 0 | 157,500 | 0 | 0 | |
CERAGON NETWORKS LTD | COM | M22013102 | 164 | 55,700 | SH | SOLE | 0 | 55,700 | 0 | 0 | |
CEVA INC | COM | 157210105 | 4,843 | 318,382 | SH | SOLE | 0 | 318,382 | 0 | 0 | |
CHECK POINT SOFTWARE TECH | COM | 162825103 | 1,597 | 24,750 | SH | SOLE | 0 | 24,750 | 0 | 0 | |
CHINACACHE INTERNAT-SPON ADR | ADR | 16950M107 | 457 | 51,263 | SH | SOLE | 0 | 51,263 | 0 | 0 | |
CHIPMOS TECHNOLOGIES BERMUDA | COM | G2110R114 | 2,019 | 105,000 | SH | SOLE | 0 | 105,000 | 0 | 0 | |
CIMATRON LTD | COM | M23798107 | 129 | 14,400 | SH | SOLE | 0 | 14,400 | 0 | 0 | |
DESCARTES SYSTEMS GRP/THE | COM | 249906108 | 7,354 | 550,000 | SH | SOLE | 0 | 550,000 | 0 | 0 | |
EMC CORP/MA | COM | 268648102 | 395 | 15,700 | SH | SOLE | 0 | 15,700 | 0 | 0 | |
EMULEX CORP | COM | 292475209 | 2,145 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
EPIQ SYSTEMS INC | COM | 26882D109 | 4,851 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
F5 NETWORKS INC | COM | 315616102 | 681 | 7,500 | SH | SOLE | 0 | 7,500 | 0 | 0 | |
FABRINET | COM | G3323L100 | 2,877 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | |
FALCONSTOR SOFTWARE INC | COM | 306137100 | 408 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
GOOGLE INC-CL A | COM | 38259P508 | 1,816 | 1,620 | SH | SOLE | 0 | 1,620 | 0 | 0 | |
GUIDANCE SOFTWARE INC | COM | 401692108 | 2,018 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
HYDROGENICS CORP | COM | 448883207 | 4,883 | 255,000 | SH | SOLE | 0 | 255,000 | 0 | 0 | |
INTEGRATED DEVICE TECH INC | COM | 458118106 | 2,443 | 240,000 | SH | SOLE | 0 | 240,000 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 986 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
JABIL CIRCUIT INC | COM | 466313103 | 349 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
KEYW HOLDING CORP/THE | COM | 493723100 | 1,344 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
LANTRONIX INC | COM | 516548203 | 895 | 566,666 | SH | SOLE | 0 | 566,666 | 0 | 0 | |
LEIDOS HOLDINGS INC | COM | 525327102 | 191 | 4,112 | SH | SOLE | 0 | 4,112 | 0 | 0 | |
LSI CORP | COM | 502161102 | 661 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
MELLANOX TECHNOLOGIES LTD | COM | M51363113 | 7,131 | 178,400 | SH | SOLE | 0 | 178,400 | 0 | 0 | |
MENTOR GRAPHICS CORP | COM | 587200106 | 6,013 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 936 | 43,000 | SH | SOLE | 0 | 43,000 | 0 | 0 | |
MICROS SYSTEMS INC | COM | 594901100 | 4,588 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 786 | 21,000 | SH | SOLE | 0 | 21,000 | 0 | 0 | |
MOSYS INC | COM | 619718109 | 5,060 | 920,000 | SH | SOLE | 0 | 920,000 | 0 | 0 | |
NETSCOUT SYSTEMS INC | COM | 64115T104 | 4,436 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
NOVADAQ TECHNOLOGIES INC | COM | 66987G102 | 2,518 | 152,623 | SH | SOLE | 0 | 152,623 | 0 | 0 | |
NQ MOBILE INC - ADR | ADR | 64118U108 | 603 | 41,000 | SH | SOLE | 0 | 41,000 | 0 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 9,369 | 190,500 | SH | SOLE | 0 | 190,500 | 0 | 0 | |
PEREGRINE SEMICONDUCTOR CORP | COM | 71366R703 | 2,439 | 330,000 | SH | SOLE | 0 | 330,000 | 0 | 0 | |
PLANET PAYMENT INC | AIM | U72603118 | 2,688 | 1,082,000 | SH | SOLE | 0 | 1,082,000 | 0 | 0 | |
PLX TECHNOLOGY INC | COM | 693417107 | 3,121 | 475,000 | SH | SOLE | 0 | 475,000 | 0 | 0 | |
PMC - SIERRA INC | COM | 69344F106 | 514 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
POWER INTEGRATIONS INC | COM | 739276103 | 1,952 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
QUALCOMM INC | COM | 747525103 | 1,500 | 20,200 | SH | SOLE | 0 | 20,200 | 0 | 0 | |
QUICKLOGIC CORP | COM | 74837P108 | 1,281 | 325,000 | SH | SOLE | 0 | 325,000 | 0 | 0 | |
RADISYS CORP | COM | 750459109 | 241 | 105,500 | SH | SOLE | 0 | 105,500 | 0 | 0 | |
RADWARE LTD | COM | M81873107 | 12,148 | 676,000 | SH | SOLE | 0 | 676,000 | 0 | 0 | |
SILICOM LTD | COM | M84116108 | 2,286 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
SILICON IMAGE INC | COM | 82705T102 | 430 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
SILICON MOTION TECHNOL-ADR | ADR | 82706C108 | 8,478 | 600,000 | SH | SOLE | 0 | 600,000 | 0 | 0 | |
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 314 | 11,000 | SH | SOLE | 0 | 11,000 | 0 | 0 | |
SPANSION INC-CLASS A | COM | 84649R200 | 1,682 | 121,200 | SH | SOLE | 0 | 121,200 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 69 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
SPS COMMERCE INC | COM | 78463M107 | 3,260 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
SUPERTEX INC | COM | 868532102 | 3,255 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 | |
SUPPORT.COM INC | COM | 86858W101 | 3,959 | 1,047,100 | SH | SOLE | 0 | 1,047,100 | 0 | 0 | |
TAIWAN SEMICONDUCTOR-SP ADR | ADR | 874039100 | 837 | 48,000 | SH | SOLE | 0 | 48,000 | 0 | 0 | |
TECHTARGET | COM | 87874R100 | 83 | 12,200 | SH | SOLE | 0 | 12,200 | 0 | 0 | |
TERADYNE INC | COM | 880770102 | 493 | 28,000 | SH | SOLE | 0 | 28,000 | 0 | 0 | |
TESSERA TECHNOLOGIES INC | COM | 88164L100 | 6,584 | 334,200 | SH | SOLE | 0 | 334,200 | 0 | 0 | |
TOP IMAGE SYSTEMS LTD | COM | M87896102 | 1,800 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
TRUNKBOW INTERNATIONAL HOLDI | COM | 89818A102 | 67 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
VASCO DATA SECURITY INTL | COM | 92230Y104 | 1,542 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
VIASAT INC | COM | 92552V100 | 6,258 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
VITESSE SEMICONDUCTOR CORP | COM | 928497304 | 146 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
WEB.COM GROUP INC | COM | 94733A104 | 7,945 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 755 | 9,000 | SH | SOLE | 0 | 9,000 | 0 | 0 | |
XILINX INC | COM | 983919101 | 872 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | |
YELP INC | COM | 985817105 | 8,962 | 130,000 | SH | SOLE | 130,000 | 0 | 0 |