The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADTRAN Holdings Inc COM 00486H105   2,936,000 400,000 SH   SOLE 0 400,000 0 0
Advanced Micro Devices Inc COM 007903107   6,913,452 46,905 SH   SOLE 0 46,905 0 0
Akamai Technologies Inc COM 00971T101   1,798,708 15,200 SH   SOLE 0 15,200 0 0
Akoustis Technologies Inc COM 00973N102   1,089,709 1,303,636 SH   SOLE 0 1,303,636 0 0
Alibaba Group Holding Ltd ADR 01609W102   449,505 5,800 SH   SOLE 0 5,800 0 0
Alkami Technology Inc COM 01644J108   3,637,500 150,000 SH   SOLE 0 150,000 0 0
Alphabet Inc COM 02079K305   6,550,690 46,900 SH   SOLE 0 46,900 0 0
Amazon.com Inc COM 023135106   6,183,230 40,700 SH   SOLE 0 40,700 0 0
American Software Inc/GA COM 029683109   3,898,500 345,000 SH   SOLE 0 345,000 0 0
Apple Inc COM 037833100   4,812,683 25,000 SH   SOLE 0 25,000 0 0
Arista Networks Inc COM 040413106   4,332,874 18,400 SH   SOLE 0 18,400 0 0
Arlo Technologies Inc COM 04206A101   10,376,906 1,090,992 SH   SOLE 0 1,090,992 0 0
Arrow Electronics Inc COM 042735100   1,857,981 15,200 SH   SOLE 0 15,200 0 0
Arteris Inc COM 04302A104   1,397,002 237,182 SH   SOLE 0 237,182 0 0
AvePoint Inc COM 053604104   3,489,250 425,000 SH   SOLE 0 425,000 0 0
Aviat Networks Inc COM 05366Y201   4,082,500 125,000 SH   SOLE 0 125,000 0 0
AvidXchange Holdings Inc COM 05368X102   2,852,000 230,000 SH   SOLE 0 230,000 0 0
Aware Inc/MA COM 05453N100   713,800 430,000 SH   SOLE 0 430,000 0 0
Bandwidth Inc COM 05988J103   2,601,000 180,000 SH   SOLE 0 180,000 0 0
Brightcove Inc COM 10921T101   1,096,500 425,000 SH   SOLE 0 425,000 0 0
Cadence Design Systems Inc COM 127387108   1,361,690 5,000 SH   SOLE 0 5,000 0 0
CalAmp Corp COM 128126109   75,000 300,000 SH   SOLE 0 300,000 0 0
Celestica Inc COM 15101Q108   13,176,000 450,000 SH   SOLE 0 450,000 0 0
Ceva Inc COM 157210105   7,358,000 325,000 SH   SOLE 0 325,000 0 0
Check Point Software Technologies Ltd COM 162825103   1,405,502 9,200 SH   SOLE 0 9,200 0 0
ChipMOS TECHNOLOGIES INC ADR 16965P202   2,096,256 78,394 SH   SOLE 0 78,394 0 0
CI&T Inc COM G21307106   1,849,550 355,000 SH   SOLE 0 355,000 0 0
Climb Global Solutions Inc COM 946760105   1,918,700 35,000 SH   SOLE 0 35,000 0 0
Cogent Communications Holdings Inc COM 19239V302   13,993,230 184,000 SH   SOLE 0 184,000 0 0
Cognyte Software Ltd COM M25133105   964,500 150,000 SH   SOLE 0 150,000 0 0
Couchbase Inc COM 22207T101   3,378,000 150,000 SH   SOLE 0 150,000 0 0
CyberArk Software Ltd COM M2682V108   9,703,420 44,300 SH   SOLE 0 44,300 0 0
Descartes Systems Group Inc/The COM 249906108   21,412,350 255,000 SH   SOLE 0 255,000 0 0
Digital Turbine Inc COM 25400W102   1,372,000 200,000 SH   SOLE 0 200,000 0 0
Dynatrace Inc COM 268150109   2,460,760 45,000 SH   SOLE 0 45,000 0 0
EMCORE Corp COM 290846203   960,000 2,000,000 SH   SOLE 0 2,000,000 0 0
EngageSmart Inc COM 29283F103   4,580,000 200,000 SH   SOLE 0 200,000 0 0
Everspin Technologies Inc COM 30041T104   2,486,000 275,000 SH   SOLE 0 275,000 0 0
Fabrinet COM G3323L100   36,698,225 193,000 SH   SOLE 0 193,000 0 0
FalconStor Software Inc COM 306137209   234,500 175,000 SH   SOLE 0 175,000 0 0
First Advantage Corp COM 31846B108   3,728,250 225,000 SH   SOLE 0 225,000 0 0
Five9 Inc COM 338307101   4,186,186 53,200 SH   SOLE 0 53,200 0 0
FormFactor Inc COM 346375108   4,933,330 118,300 SH   SOLE 0 118,300 0 0
Franklin Covey Co COM 353469109   2,178,500 50,000 SH   SOLE 0 50,000 0 0
Freshworks Inc COM 358054104   1,432,721 61,000 SH   SOLE 0 61,000 0 0
Genasys Inc COM 36872P103   1,522,500 750,000 SH   SOLE 0 750,000 0 0
Harmonic Inc COM 413160102   8,476,000 650,000 SH   SOLE 0 650,000 0 0
HealthStream Inc COM 42222N103   4,730,250 175,000 SH   SOLE 0 175,000 0 0
Intel Corp COM 458140100   954,638 19,000 SH   SOLE 0 19,000 0 0
Intellicheck Inc COM 45817G201   1,710,000 900,000 SH   SOLE 0 900,000 0 0
Inuvo Inc COM 46122W204   2,589,464 6,092,857 SH   SOLE 0 6,092,857 0 0
iRobot Corp COM 462726100   379,215 9,800 SH   SOLE 0 9,800 0 0
Issuer Direct Corp COM 46520M204   1,566,000 90,000 SH   SOLE 0 90,000 0 0
Jamf Holding Corp COM 47074L105   2,257,500 125,000 SH   SOLE 0 125,000 0 0
JFrog Ltd COM M6191J100   6,575,900 190,000 SH   SOLE 0 190,000 0 0
Kulicke & Soffa Industries Inc COM 501242101   11,811,524 216,100 SH   SOLE 0 216,100 0 0
Lantronix Inc COM 516548203   4,981,000 850,000 SH   SOLE 0 850,000 0 0
Leonardo DRS Inc COM 52661A108   7,014,000 350,000 SH   SOLE 0 350,000 0 0
LivePerson Inc COM 538146101   1,613,213 425,650 SH   SOLE 0 425,650 0 0
Micron Technology Inc COM 595112103   3,071,878 36,000 SH   SOLE 0 36,000 0 0
Microsoft Corp COM 594918104   9,566,083 25,442 SH   SOLE 0 25,442 0 0
N-Able Inc COM 62878D100   4,809,652 363,000 SH   SOLE 0 363,000 0 0
NetApp Inc COM 64110D104   1,075,425 12,200 SH   SOLE 0 12,200 0 0
nLight Inc COM 65487K100   1,349,000 100,000 SH   SOLE 0 100,000 0 0
One Stop Systems Inc COM 68247W109   1,315,091 626,234 SH   SOLE 0 626,234 0 0
Onespan Inc COM 68287N100   2,144,000 200,000 SH   SOLE 0 200,000 0 0
Ooma Inc COM 683416101   2,787,200 260,000 SH   SOLE 0 260,000 0 0
Pegasystems Inc COM 705573103   15,946,623 326,500 SH   SOLE 0 326,500 0 0
Power Integrations Inc COM 739276103   3,120,560 38,000 SH   SOLE 0 38,000 0 0
Qualys Inc COM 74758T303   14,524,720 74,000 SH   SOLE 0 74,000 0 0
Quantum Corp COM 747906501   345,300 1,000,000 SH   SOLE 0 1,000,000 0 0
QuickLogic Corp COM 74837P405   5,616,377 407,279 SH   SOLE 0 407,279 0 0
RADCOM Ltd COM M81865111   1,671,600 210,000 SH   SOLE 0 210,000 0 0
RADWARE Ltd COM M81873107   13,344,000 800,000 SH   SOLE 0 800,000 0 0
Ribbon Communications Inc COM 762544104   4,106,020 1,415,869 SH   SOLE 0 1,415,869 0 0
Rimini Street Inc COM 76674Q107   2,779,500 850,000 SH   SOLE 0 850,000 0 0
SecureWorks Corp COM 81374A105   1,792,500 250,000 SH   SOLE 0 250,000 0 0
Silicom Ltd COM M84116108   2,255,000 125,000 SH   SOLE 0 125,000 0 0
Silicon Motion Technology Corp ADR 82706C108   23,572,274 384,906 SH   SOLE 0 384,906 0 0
SolarEdge Technologies Inc COM 83417M104   411,792 4,400 SH   SOLE 0 4,400 0 0
SPS Commerce Inc COM 78463M107   13,082,850 67,500 SH   SOLE 0 67,500 0 0
Streamline Health Solutions Inc COM 86323X106   411,091 978,787 SH   SOLE 0 978,787 0 0
Super Micro Computer Inc COM 86800U104   62,619,916 220,300 SH   SOLE 0 220,300 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100   987,884 9,500 SH   SOLE 0 9,500 0 0
Tecogen Inc/Waltham MA COM 87876P201   260,073 321,078 SH   SOLE 0 321,078 0 0
Teradata Corp COM 88076W103   2,392,768 55,000 SH   SOLE 0 55,000 0 0
Teradyne Inc COM 880770102   1,942,279 17,900 SH   SOLE 0 17,900 0 0
Texas Instruments Inc COM 882508104   698,804 4,100 SH   SOLE 0 4,100 0 0
Thryv Holdings Inc COM 886029206   2,723,990 134,651 SH   SOLE 0 134,651 0 0
Tower Semiconductor Ltd COM M87915274   6,042,690 198,000 SH   SOLE 0 198,000 0 0
TTEC Holdings Inc COM 89854H102   3,033,800 140,000 SH   SOLE 0 140,000 0 0
Valens Semiconductor Ltd COM M9607U115   2,447,459 998,963 SH   SOLE 0 998,963 0 0
Varonis Systems Inc COM 922280102   22,106,068 488,500 SH   SOLE 0 488,500 0 0
Vertex Inc COM 92538J106   3,232,800 120,000 SH   SOLE 0 120,000 0 0
ViaSat Inc COM 92552V100   2,792,000 100,000 SH   SOLE 0 100,000 0 0
Vicor Corp COM 925815102   6,291,600 140,000 SH   SOLE 0 140,000 0 0
Yelp Inc COM 985817105   3,786,400 80,000 SH   SOLE 0 80,000 0 0
Zoom Video Communications Inc COM 98980L101   1,862,969 25,910 SH   SOLE 0 25,910 0 0