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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACCELERATE DIAGNOSTI COM Common Stock 00430H102 1,652 155,000 SH   SOLE   0 0 0
ASPEN AEROGELS INC COM Common Stock 04523Y105 32,190 2,939,758 SH   SOLE   2,939,758 0 0
BRISTOL-MYERS SQUIBB COM Common Stock 110122108 40,997 679,991 SH   SOLE   679,991 0 0
BRISTOL-MYERS SQUIBB RIGHT 99/99/9999 Common Stock 110122157 1,586 704,991 SH   SOLE   704,991 0 0
BROADCOM INC COM Common Stock 11135F101 5,829 16,000 SH   SOLE   16,000 0 0
CEVA INC COM Common Stock 157210105 24,857 631,377 SH   SOLE   631,377 0 0
DELL TECHNOLOGIES IN CL C Common Stock 24703L202 9,519 140,619 SH   SOLE   140,619 0 0
EGAIN CORP COM NEW Common Stock 28225C806 35,947 2,536,843 SH   SOLE   2,536,843 0 0
ANIKA THERAPEUTICS I COM Common Stock 035255108 442 12,500 SH   SOLE   12,500 0 0
INTEL CORP COM Common Stock 458140100 1,709 33,010 SH   SOLE   33,010 0 0
KLA CORP COM NEW Common Stock 482480100 77,641 400,750 SH   SOLE   400,750 0 0
LAM RESEARCH CORP COM Common Stock 512807108 105,000 316,504 SH   SOLE   316,504 0 0
MAXIM INTEGRATED PRO COM Common Stock 57772K101 50,192 742,375 SH   SOLE   742,375 0 0
PETMED EXPRESS INC COM Common Stock 716382106 11,816 373,675 SH   SOLE   373,675 0 0
PROGRESS SOFTWARE CO COM Common Stock 743312100 22,467 612,526 SH   SOLE   612,526 0 0
SELECT SECTOR SPDR T ENERGY Common Stock 81369Y506 2,995 100,000 SH   SOLE   100,000 0 0
SONOS INC COM Common Stock 83570H108 9,867 650,000 SH   SOLE   650,000 0 0
VMWARE INC CL A COM Common Stock 928563402 13,289 92,500 SH   SOLE   10,278 0 0
GARMIN LTD SHS Common Stock H2906T109 4,553 48,000 SH   SOLE   48,000 0 0