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
ADTRAN INC COM 00738A106 985 40,000 SH   SOLE   40,000 0 0
ALLOT COMMUNICATIONS LTD SHS M0854Q105 233 17,000 SH   SOLE   17,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 1,294 100,000 SH   SOLE   100,000 0 0
AMAZON COM INC COM 023135106 2,110 7,600 SH   SOLE   7,600 0 0
APPLE INC COM 037833100 2,776 7,000 SH   SOLE   7,000 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 858 97,499 SH   SOLE   97,499 0 0
ARES CAP CORP COM 04010L103 3,227 187,623 SH   SOLE   187,623 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 500 13,800 SH   SOLE   13,800 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 897 24,000 SH   SOLE   24,000 0 0
BROADCOM CORP CL A 111320107 1,183 35,000 SH   SOLE   35,000 0 0
CALAMP CORP COM 128126109 1,185 81,149 SH   SOLE   81,149 0 0
CALIX INC COM 13100M509 480 47,500 SH   SOLE   47,500 0 0
CBS CORP NEW CL B 124857202 4,325 88,500 SH   SOLE   88,500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 934 18,800 SH   SOLE   18,800 0 0
CISCO SYS INC COM 17275R102 2,312 95,000 SH   SOLE   95,000 0 0
COCA COLA CO COM 191216100 2,527 63,000 SH   SOLE   63,000 0 0
CORNING INC COM 219350105 744 52,300 SH   SOLE   52,300 0 0
CURRENCYSHS JAPANESE YEN TR JAPANESE YEN 23130A102 9,863 100,000 SH Put SOLE   100,000 0 0
DISNEY WALT CO COM DISNEY 254687106 973 15,400 SH   SOLE   15,400 0 0
DURECT CORP COM 266605104 294 280,000 SH   SOLE   280,000 0 0
E M C CORP MASS COM 268648102 874 37,000 SH   SOLE   37,000 0 0
EBAY INC COM 278642103 3,051 59,000 SH   SOLE   59,000 0 0
FACEBOOK INC CL A 30303M102 3,160 127,000 SH   SOLE   127,000 0 0
GENERAL MLS INC COM 370334104 3,543 73,000 SH   SOLE   73,000 0 0
GILEAD SCIENCES INC COM 375558103 1,025 20,000 SH   SOLE   20,000 0 0
GOLUB CAP BDC INC COM 38173M102 1,750 100,000 SH   SOLE   100,000 0 0
GOOGLE INC CL A 38259P508 3,786 4,300 SH   SOLE   4,300 0 0
HEWLETT PACKARD CO COM 428236103 992 40,000 SH   SOLE   40,000 0 0
HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 3,416 130,000 SH   SOLE   130,000 0 0
INTEL CORP COM 458140100 921 38,000 SH   SOLE   38,000 0 0
INTUIT COM 461202103 409 6,700 SH   SOLE   6,700 0 0
ISHARES INC MSCI JAPAN 464286848 2,805 250,000 SH Call SOLE   250,000 0 0
JUNIPER NETWORKS INC COM 48203R104 1,386 71,800 SH   SOLE   71,800 0 0
KINDER MORGAN INC DEL *W EXP 05/25/201 49456B119 716 141,087 SH   SOLE   141,087 0 0
KINDER MORGAN INC DEL COM 49456B101 2,499 65,500 SH   SOLE   65,500 0 0
LINKEDIN CORP COM CL A 53578A108 517 2,900 SH   SOLE   2,900 0 0
MASTERCARD INC CL A 57636Q104 1,609 2,800 SH   SOLE   2,800 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 5,156 185,600 SH   SOLE   185,600 0 0
MICRON TECHNOLOGY INC COM 595112103 1,433 100,000 SH Call SOLE   100,000 0 0
MICROSOFT CORP COM 594918104 1,969 57,000 SH   SOLE   57,000 0 0
MOODYS CORP COM 615369105 1,913 31,400 SH   SOLE   31,400 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,225 80,000 SH   SOLE   80,000 0 0
NANOMETRICS INC COM 630077105 1,027 70,000 SH   SOLE   70,000 0 0
NETAPP INC COM 64110D104 1,662 44,000 SH   SOLE   44,000 0 0
ORACLE CORP COM 68389X105 642 20,900 SH   SOLE   20,900 0 0
QUALCOMM INC COM 747525103 1,601 26,200 SH   SOLE   26,200 0 0
SALESFORCE COM INC COM 79466L302 1,088 28,500 SH   SOLE   28,500 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2,371 63,000 SH   SOLE   63,000 0 0
SMITH & WESSON HLDG CORP COM 831756101 1,747 175,000 SH   SOLE   175,000 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 926 30,000 SH   SOLE   30,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5,624 307,000 SH   SOLE   307,000 0 0
TANGOE INC COM 87582Y108 849 55,000 SH   SOLE   55,000 0 0
TIME WARNER INC COM NEW 887317303 3,643 63,000 SH   SOLE   63,000 0 0
TRIQUINT SEMICONDUCTOR INC COM 89674K103 1,733 250,000 SH   SOLE   250,000 0 0
ULTRATECH INC COM 904034105 2,020 55,000 SH   SOLE   55,000 0 0
UNILEVER PLC SPON ADR NEW 904767704 2,023 50,000 SH   SOLE   50,000 0 0
VISA INC COM CL A 92826C839 2,029 11,100 SH   SOLE   11,100 0 0
VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 3,248 113,000 SH   SOLE   113,000 0 0
WIDEPOINT CORP COM 967590100 414 505,000 SH   SOLE   505,000 0 0