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 | 1,431 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
ACTUATE CORP | COM | 00508B102 | 9,278 | 1,594,100 | SH | SOLE | 0 | 1,594,100 | 0 | 0 | |
ACXIOM CORP | COM | 5125109 | 799 | 24,000 | SH | SOLE | 0 | 24,000 | 0 | 0 | |
ADVENT SOFTWARE INC | COM | 7974108 | 12,622 | 436,588 | SH | SOLE | 0 | 436,588 | 0 | 0 | |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 1,176 | 20,200 | SH | SOLE | 0 | 20,200 | 0 | 0 | |
ALLIANCE FIBER OPTIC PRODUCT | COM | 18680306 | 2,323 | 168,474 | SH | SOLE | 0 | 168,474 | 0 | 0 | |
ALTERA CORP | COM | 21441100 | 248 | 7,000 | SH | SOLE | 0 | 7,000 | 0 | 0 | |
AMAZON.COM INC | COM | 23135106 | 677 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
ANADIGICS INC | COM | 32515108 | 2,326 | 1,360,000 | SH | SOLE | 0 | 1,360,000 | 0 | 0 | |
APPLE INC | COM | 37833100 | 2,064 | 3,845 | SH | SOLE | 0 | 3,845 | 0 | 0 | |
ATMI INC | COM | 00207R101 | 19,703 | 580,000 | SH | SOLE | 0 | 580,000 | 0 | 0 | |
AVG TECHNOLOGIES | COM | N07831105 | 6,240 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
AVIAT NETWORKS INC | COM | 05366Y102 | 338 | 209,800 | SH | SOLE | 0 | 209,800 | 0 | 0 | |
BOINGO WIRELESS INC | COM | 09739C102 | 4,448 | 660,000 | SH | SOLE | 0 | 660,000 | 0 | 0 | |
BOTTOMLINE TECHNOLOGIES (DE) | COM | 101388106 | 2,345 | 67,000 | SH | SOLE | 0 | 67,000 | 0 | 0 | |
BRIGHTCOVE | COM | 10921T101 | 4,597 | 471,000 | SH | SOLE | 0 | 471,000 | 0 | 0 | |
CADENCE DESIGN SYS INC | COM | 127387108 | 770 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
CALLIDUS SOFTWARE INC | COM | 13123E500 | 1,904 | 160,000 | SH | SOLE | 0 | 160,000 | 0 | 0 | |
CAVIUM INC | COM | 14964U108 | 6,590 | 157,500 | SH | SOLE | 0 | 157,500 | 0 | 0 | |
CERAGON NETWORKS LTD | COM | M22013102 | 160 | 55,700 | SH | SOLE | 0 | 55,700 | 0 | 0 | |
CEVA INC | COM | 157210105 | 5,498 | 318,382 | SH | SOLE | 0 | 318,382 | 0 | 0 | |
CHECK POINT SOFTWARE TECH | COM | 162825103 | 1,638 | 24,750 | SH | SOLE | 0 | 24,750 | 0 | 0 | |
CHINACACHE INTERNAT-SPON ADR | ADR | 16950M107 | 538 | 26,000 | SH | SOLE | 0 | 26,000 | 0 | 0 | |
CHIPMOS TECHNOLOGIES BERMUDA | COM | G2110R114 | 2,264 | 105,000 | SH | SOLE | 0 | 105,000 | 0 | 0 | |
CIMATRON LTD | COM | M23798107 | 100 | 14,400 | SH | SOLE | 0 | 14,400 | 0 | 0 | |
DESCARTES SYSTEMS GRP/THE | COM | 249906108 | 7,486 | 550,000 | SH | SOLE | 0 | 550,000 | 0 | 0 | |
EMC CORP/MA | COM | 268648102 | 431 | 15,700 | SH | SOLE | 0 | 15,700 | 0 | 0 | |
EMULEX CORP | COM | 292475209 | 2,166 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
EPIQ SYSTEMS INC | COM | 26882D109 | 3,960 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
F5 NETWORKS INC | COM | 315616102 | 788 | 7,500 | SH | SOLE | 0 | 7,500 | 0 | 0 | |
FABRINET | COM | G3323L100 | 2,849 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | |
FALCONSTOR SOFTWARE INC | COM | 306137100 | 489 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
GOOGLE INC-CL A | COM | 38259P508 | 1,814 | 1,620 | SH | SOLE | 0 | 1,620 | 0 | 0 | |
GUIDANCE SOFTWARE INC | COM | 401692108 | 2,200 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
HYDROGENICS CORP | COM | 448883207 | 5,867 | 210,000 | SH | SOLE | 0 | 210,000 | 0 | 0 | |
INPHI CORP | COM | 45772F107 | 1,847 | 120,000 | SH | SOLE | 0 | 120,000 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 973 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
JABIL CIRCUIT INC | COM | 466313103 | 354 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
KEYW HOLDING CORP/THE | COM | 493723100 | 1,804 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
LANTRONIX INC | COM | 516548203 | 1,162 | 566,666 | SH | SOLE | 0 | 566,666 | 0 | 0 | |
LEIDOS HOLDINGS INC | COM | 525327102 | 142 | 4,112 | SH | SOLE | 0 | 4,112 | 0 | 0 | |
LSI CORP | COM | 502161102 | 663 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
MELLANOX TECHNOLOGIES LTD | COM | M51363113 | 6,947 | 178,400 | SH | SOLE | 0 | 178,400 | 0 | 0 | |
MENTOR GRAPHICS CORP | COM | 587200106 | 5,393 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 942 | 43,000 | SH | SOLE | 0 | 43,000 | 0 | 0 | |
MICROS SYSTEMS INC | COM | 594901100 | 4,178 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 846 | 21,000 | SH | SOLE | 0 | 21,000 | 0 | 0 | |
MOSYS INC | COM | 619718109 | 4,085 | 920,000 | SH | SOLE | 0 | 920,000 | 0 | 0 | |
NETSCOUT SYSTEMS INC | COM | 64115T104 | 5,552 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
NOVADAQ TECHNOLOGIES INC | COM | 66987G102 | 3,306 | 152,623 | SH | SOLE | 0 | 152,623 | 0 | 0 | |
NQ MOBILE INC - ADR | ADR | 64118U108 | 690 | 41,000 | SH | SOLE | 0 | 41,000 | 0 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 6,587 | 190,500 | SH | SOLE | 0 | 190,500 | 0 | 0 | |
PEREGRINE SEMICONDUCTOR CORP | COM | 71366R703 | 1,323 | 230,000 | SH | SOLE | 0 | 230,000 | 0 | 0 | |
PLANET PAYMENT INC | AIM | U72603118 | 1,731 | 1,082,000 | SH | SOLE | 0 | 1,082,000 | 0 | 0 | |
PLX TECHNOLOGY INC | COM | 693417107 | 2,869 | 475,000 | SH | SOLE | 0 | 475,000 | 0 | 0 | |
PMC - SIERRA INC | COM | 69344F106 | 595 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
POWER INTEGRATIONS INC | COM | 739276103 | 2,250 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
PROOFPOINT INC | COM | 743424103 | 501 | 14,000 | SH | SOLE | 0 | 14,000 | 0 | 0 | |
QUALCOMM INC | COM | 747525103 | 1,601 | 20,200 | SH | SOLE | 0 | 20,200 | 0 | 0 | |
RADISYS CORP | COM | 750459109 | 361 | 105,500 | SH | SOLE | 0 | 105,500 | 0 | 0 | |
RADWARE LTD | COM | M81873107 | 11,742 | 676,000 | SH | SOLE | 0 | 676,000 | 0 | 0 | |
SILICOM LTD | COM | M84116108 | 3,011 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
SILICON IMAGE INC | COM | 82705T102 | 474 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
SILICON MOTION TECHNOL-ADR | ADR | 82706C108 | 10,116 | 600,000 | SH | SOLE | 0 | 600,000 | 0 | 0 | |
SPANSION INC-CLASS A | COM | 84649R200 | 3,827 | 221,200 | SH | SOLE | 0 | 221,200 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 71 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
SPS COMMERCE INC | COM | 78463M107 | 2,979 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
SUPERTEX INC | COM | 868532102 | 4,287 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 | |
SUPPORT.COM INC | COM | 86858W101 | 2,607 | 1,047,100 | SH | SOLE | 0 | 1,047,100 | 0 | 0 | |
TAIWAN SEMICONDUCTOR-SP ADR | ADR | 874039100 | 941 | 48,000 | SH | SOLE | 0 | 48,000 | 0 | 0 | |
TANGOE INC/CT | COM | 87582Y108 | 899 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
TECHTARGET | COM | 87874R100 | 86 | 12,200 | SH | SOLE | 0 | 12,200 | 0 | 0 | |
TERADYNE INC | COM | 880770102 | 547 | 28,000 | SH | SOLE | 0 | 28,000 | 0 | 0 | |
TESSERA TECHNOLOGIES INC | COM | 88164L100 | 7,784 | 334,200 | SH | SOLE | 0 | 334,200 | 0 | 0 | |
TOP IMAGE SYSTEMS LTD | COM | M87896102 | 2,265 | 500,000 | SH | SOLE | 0 | 500,000 | 0 | 0 | |
TRUNKBOW INTERNATIONAL HOLDI | COM | 89818A102 | 70 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
VASCO DATA SECURITY INTL | COM | 92230Y104 | 1,562 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
VIASAT INC | COM | 92552V100 | 6,799 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
VIOLIN MEMORY INC | COM | 92763A101 | 780 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
VITESSE SEMICONDUCTOR CORP | COM | 928497304 | 205 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
WEB.COM GROUP INC | COM | 94733A104 | 8,285 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 805 | 9,000 | SH | SOLE | 0 | 9,000 | 0 | 0 | |
XILINX INC | COM | 983919101 | 1,023 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | |
YELP INC | COM | 985817105 | 6,879 | 90,000 | SH | SOLE | 0 | 90,000 | 0 | 0 |