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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADTRAN Holdings Inc | COM | 00486H105 | 3,288,000 | 400,000 | SH | SOLE | 0 | 400,000 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 4,822,772 | 46,905 | SH | SOLE | 0 | 46,905 | 0 | 0 | ||
| Akamai Technologies Inc | COM | 00971T101 | 1,619,408 | 15,200 | SH | SOLE | 0 | 15,200 | 0 | 0 | ||
| Akoustis Technologies Inc | COM | 00973N102 | 981,508 | 1,303,636 | SH | SOLE | 0 | 1,303,636 | 0 | 0 | ||
| Alibaba Group Holding Ltd | ADR | 01609W102 | 503,092 | 5,800 | SH | SOLE | 0 | 5,800 | 0 | 0 | ||
| Alkami Technology Inc | COM | 01644J108 | 2,727,000 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | ||
| Alphabet Inc | COM | 02079K305 | 6,137,334 | 46,900 | SH | SOLE | 0 | 46,900 | 0 | 0 | ||
| Amazon.com Inc | COM | 023135106 | 5,173,784 | 40,700 | SH | SOLE | 0 | 40,700 | 0 | 0 | ||
| American Software Inc/GA | COM | 029683109 | 3,091,500 | 270,000 | SH | SOLE | 0 | 270,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 5,393,115 | 31,500 | SH | SOLE | 0 | 31,500 | 0 | 0 | ||
| Arista Networks Inc | COM | 040413106 | 3,384,312 | 18,400 | SH | SOLE | 0 | 18,400 | 0 | 0 | ||
| Arlo Technologies Inc | COM | 04206A101 | 11,222,295 | 1,090,430 | SH | SOLE | 0 | 1,090,430 | 0 | 0 | ||
| Arrow Electronics Inc | COM | 042735100 | 1,903,648 | 15,200 | SH | SOLE | 0 | 15,200 | 0 | 0 | ||
| Arteris Inc | COM | 04302A104 | 1,541,683 | 237,182 | SH | SOLE | 0 | 237,182 | 0 | 0 | ||
| AvePoint Inc | COM | 053604104 | 2,847,500 | 425,000 | SH | SOLE | 0 | 425,000 | 0 | 0 | ||
| Aviat Networks Inc | COM | 05366Y201 | 3,426,500 | 110,000 | SH | SOLE | 0 | 110,000 | 0 | 0 | ||
| Avid Technology Inc | COM | 05367P100 | 8,732,750 | 325,000 | SH | SOLE | 0 | 325,000 | 0 | 0 | ||
| AvidXchange Holdings Inc | COM | 05368X102 | 2,175,800 | 230,000 | SH | SOLE | 0 | 230,000 | 0 | 0 | ||
| Aware Inc/MA | COM | 05453N100 | 584,800 | 430,000 | SH | SOLE | 0 | 430,000 | 0 | 0 | ||
| AXT Inc | COM | 00246W103 | 355,632 | 148,800 | SH | SOLE | 0 | 148,800 | 0 | 0 | ||
| Bandwidth Inc | COM | 05988J103 | 2,028,600 | 180,000 | SH | SOLE | 0 | 180,000 | 0 | 0 | ||
| Brightcove Inc | COM | 10921T101 | 1,398,250 | 425,000 | SH | SOLE | 0 | 425,000 | 0 | 0 | ||
| Cadence Design Systems Inc | COM | 127387108 | 2,214,135 | 9,450 | SH | SOLE | 0 | 9,450 | 0 | 0 | ||
| CalAmp Corp | COM | 128126109 | 120,000 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | ||
| Celestica Inc | COM | 15101Q108 | 11,016,000 | 450,000 | SH | SOLE | 0 | 450,000 | 0 | 0 | ||
| Ceva Inc | COM | 157210105 | 6,298,500 | 325,000 | SH | SOLE | 0 | 325,000 | 0 | 0 | ||
| Check Point Software Technologies Ltd | COM | 162825103 | 1,226,176 | 9,200 | SH | SOLE | 0 | 9,200 | 0 | 0 | ||
| ChipMOS TECHNOLOGIES INC | ADR | 16965P202 | 1,915,981 | 83,485 | SH | SOLE | 0 | 83,485 | 0 | 0 | ||
| CI&T Inc | COM | G21307106 | 2,303,950 | 355,000 | SH | SOLE | 0 | 355,000 | 0 | 0 | ||
| Climb Global Solutions Inc | COM | 946760105 | 1,505,350 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | ||
| Cogent Communications Holdings Inc | COM | 19239V302 | 10,533,501 | 170,395 | SH | SOLE | 0 | 170,395 | 0 | 0 | ||
| Cognyte Software Ltd | COM | M25133105 | 720,000 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | ||
| Couchbase Inc | COM | 22207T101 | 2,569,500 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | ||
| CyberArk Software Ltd | COM | M2682V108 | 6,708,830 | 41,000 | SH | SOLE | 0 | 41,000 | 0 | 0 | ||
| Descartes Systems Group Inc/The | COM | 249906108 | 19,078,800 | 260,000 | SH | SOLE | 0 | 260,000 | 0 | 0 | ||
| Digital Turbine Inc | COM | 25400W102 | 1,208,000 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | ||
| Dynatrace Inc | COM | 268150109 | 1,196,288 | 25,600 | SH | SOLE | 0 | 25,600 | 0 | 0 | ||
| EMCORE Corp | COM | 290846203 | 950,000 | 2,000,000 | SH | SOLE | 0 | 2,000,000 | 0 | 0 | ||
| EngageSmart Inc | COM | 29283F103 | 3,598,000 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | ||
| Everspin Technologies Inc | COM | 30041T104 | 2,700,500 | 275,000 | SH | SOLE | 0 | 275,000 | 0 | 0 | ||
| Fabrinet | COM | G3323L100 | 32,147,700 | 193,000 | SH | SOLE | 0 | 193,000 | 0 | 0 | ||
| FalconStor Software Inc | COM | 306137209 | 175,000 | 175,000 | SH | SOLE | 0 | 175,000 | 0 | 0 | ||
| First Advantage Corp | COM | 31846B108 | 3,098,250 | 225,000 | SH | SOLE | 0 | 225,000 | 0 | 0 | ||
| Five9 Inc | COM | 338307101 | 3,419,960 | 53,200 | SH | SOLE | 0 | 53,200 | 0 | 0 | ||
| FormFactor Inc | COM | 346375108 | 3,584,094 | 102,600 | SH | SOLE | 0 | 102,600 | 0 | 0 | ||
| Freshworks Inc | COM | 358054104 | 1,215,120 | 61,000 | SH | SOLE | 0 | 61,000 | 0 | 0 | ||
| Genasys Inc | COM | 36872P103 | 1,507,500 | 750,000 | SH | SOLE | 0 | 750,000 | 0 | 0 | ||
| Harmonic Inc | COM | 413160102 | 6,266,000 | 650,000 | SH | SOLE | 0 | 650,000 | 0 | 0 | ||
| HealthStream Inc | COM | 42222N103 | 3,776,500 | 175,000 | SH | SOLE | 0 | 175,000 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 675,450 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | ||
| Intellicheck Inc | COM | 45817G201 | 1,887,000 | 850,000 | SH | SOLE | 0 | 850,000 | 0 | 0 | ||
| Inuvo Inc | COM | 46122W204 | 1,280,719 | 6,092,857 | SH | SOLE | 0 | 6,092,857 | 0 | 0 | ||
| iRobot Corp | COM | 462726100 | 371,420 | 9,800 | SH | SOLE | 0 | 9,800 | 0 | 0 | ||
| Issuer Direct Corp | COM | 46520M204 | 1,665,000 | 90,000 | SH | SOLE | 0 | 90,000 | 0 | 0 | ||
| Jamf Holding Corp | COM | 47074L105 | 2,205,000 | 125,000 | SH | SOLE | 0 | 125,000 | 0 | 0 | ||
| JFrog Ltd | COM | M6191J100 | 4,810,800 | 190,000 | SH | SOLE | 0 | 190,000 | 0 | 0 | ||
| Kulicke & Soffa Industries Inc | COM | 501242101 | 8,067,474 | 165,895 | SH | SOLE | 0 | 165,895 | 0 | 0 | ||
| Lantronix Inc | COM | 516548203 | 3,748,500 | 850,000 | SH | SOLE | 0 | 850,000 | 0 | 0 | ||
| Leonardo DRS Inc | COM | 52661A108 | 5,848,500 | 350,000 | SH | SOLE | 0 | 350,000 | 0 | 0 | ||
| LivePerson Inc | COM | 538146101 | 1,651,522 | 425,650 | SH | SOLE | 0 | 425,650 | 0 | 0 | ||
| Micron Technology Inc | COM | 595112103 | 2,449,080 | 36,000 | SH | SOLE | 0 | 36,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 8,033,311 | 25,442 | SH | SOLE | 0 | 25,442 | 0 | 0 | ||
| N-Able Inc | COM | 62878D100 | 4,679,700 | 363,000 | SH | SOLE | 0 | 363,000 | 0 | 0 | ||
| NetApp Inc | COM | 64110D104 | 2,200,520 | 29,000 | SH | SOLE | 0 | 29,000 | 0 | 0 | ||
| nLight Inc | COM | 65487K100 | 1,040,000 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | ||
| One Stop Systems Inc | COM | 68247W109 | 1,133,484 | 626,234 | SH | SOLE | 0 | 626,234 | 0 | 0 | ||
| Onespan Inc | COM | 68287N100 | 2,148,000 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | ||
| Ooma Inc | COM | 683416101 | 3,374,800 | 260,000 | SH | SOLE | 0 | 260,000 | 0 | 0 | ||
| PagerDuty Inc | COM | 69553P100 | 2,249,000 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | ||
| Pegasystems Inc | COM | 705573103 | 14,170,355 | 326,500 | SH | SOLE | 0 | 326,500 | 0 | 0 | ||
| Power Integrations Inc | COM | 739276103 | 2,896,360 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | ||
| Qualys Inc | COM | 74758T303 | 11,630,413 | 76,250 | SH | SOLE | 0 | 76,250 | 0 | 0 | ||
| Quantum Corp | COM | 747906501 | 610,000 | 1,000,000 | SH | SOLE | 0 | 1,000,000 | 0 | 0 | ||
| QuickLogic Corp | COM | 74837P405 | 3,437,435 | 407,279 | SH | SOLE | 0 | 407,279 | 0 | 0 | ||
| RADCOM Ltd | COM | M81865111 | 1,812,300 | 210,000 | SH | SOLE | 0 | 210,000 | 0 | 0 | ||
| RADWARE Ltd | COM | M81873107 | 13,959,000 | 825,000 | SH | SOLE | 0 | 825,000 | 0 | 0 | ||
| Ribbon Communications Inc | COM | 762544104 | 3,780,370 | 1,415,869 | SH | SOLE | 0 | 1,415,869 | 0 | 0 | ||
| Rimini Street Inc | COM | 76674Q107 | 1,870,000 | 850,000 | SH | SOLE | 0 | 850,000 | 0 | 0 | ||
| SecureWorks Corp | COM | 81374A105 | 1,550,000 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | ||
| Silicom Ltd | COM | M84116108 | 3,233,750 | 125,000 | SH | SOLE | 0 | 125,000 | 0 | 0 | ||
| Silicon Motion Technology Corp | ADR | 82706C108 | 19,712,144 | 384,906 | SH | SOLE | 0 | 384,906 | 0 | 0 | ||
| SolarEdge Technologies Inc | COM | 83417M104 | 569,844 | 4,400 | SH | SOLE | 0 | 4,400 | 0 | 0 | ||
| SPS Commerce Inc | COM | 78463M107 | 11,933,123 | 70,100 | SH | SOLE | 0 | 70,100 | 0 | 0 | ||
| Streamline Health Solutions Inc | COM | 86323X106 | 910,468 | 978,787 | SH | SOLE | 0 | 978,787 | 0 | 0 | ||
| Super Micro Computer Inc | COM | 86800U104 | 60,345,066 | 220,300 | SH | SOLE | 0 | 220,300 | 0 | 0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | ADR | 874039100 | 825,550 | 9,500 | SH | SOLE | 0 | 9,500 | 0 | 0 | ||
| Tecogen Inc/Waltham MA | COM | 87876P201 | 272,916 | 321,078 | SH | SOLE | 0 | 321,078 | 0 | 0 | ||
| Telos Corp | COM | 87969B101 | 284,720 | 120,135 | SH | SOLE | 0 | 120,135 | 0 | 0 | ||
| Teradata Corp | COM | 88076W103 | 2,476,100 | 55,000 | SH | SOLE | 0 | 55,000 | 0 | 0 | ||
| Teradyne Inc | COM | 880770102 | 1,798,234 | 17,900 | SH | SOLE | 0 | 17,900 | 0 | 0 | ||
| Texas Instruments Inc | COM | 882508104 | 651,941 | 4,100 | SH | SOLE | 0 | 4,100 | 0 | 0 | ||
| Thryv Holdings Inc | COM | 886029206 | 2,526,053 | 134,651 | SH | SOLE | 0 | 134,651 | 0 | 0 | ||
| Tower Semiconductor Ltd | COM | M87915274 | 4,860,420 | 198,000 | SH | SOLE | 0 | 198,000 | 0 | 0 | ||
| TTEC Holdings Inc | COM | 89854H102 | 3,666,600 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | ||
| Valens Semiconductor Ltd | COM | M9607U115 | 2,657,242 | 998,963 | SH | SOLE | 0 | 998,963 | 0 | 0 | ||
| Varonis Systems Inc | COM | 922280102 | 15,355,019 | 503,075 | SH | SOLE | 0 | 503,075 | 0 | 0 | ||
| Vertex Inc | COM | 92538J106 | 3,465,000 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | ||
| ViaSat Inc | COM | 92552V100 | 1,846,000 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | ||
| Vicor Corp | COM | 925815102 | 8,240,400 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | ||
| Yelp Inc | COM | 985817105 | 3,327,200 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | ||
| Zoom Video Communications Inc | COM | 98980L101 | 1,812,145 | 25,910 | SH | SOLE | 0 | 25,910 | 0 | 0 | ||