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
ALTERA CORP COM 021441100 813 25,000 SH   SOLE   25,000 0 0
ANADIGICS INC COM 032515108 1,618 879,409 SH   SOLE   879,409 0 0
AVIAT NETWORKS INC COM 05366Y102 2,260 1,000,000 SH   SOLE   1,000,000 0 0
BROADCOM CORP CL A 111320107 4,734 159,700 SH   SOLE   159,700 0 0
CALIX INC COM 13100M509 1,060 110,000 SH   SOLE   110,000 0 0
COHU INC COM 192576106 601 57,249 SH   SOLE   57,249 0 0
EMCORE CORP COM NEW 290846203 2,030 396,400 SH   SOLE   396,400 0 0
EMULEX CORP COM NEW 292475209 1,432 200,000 SH   SOLE   200,000 0 0
ENERNOC INC COM 292764107 1,205 70,000 SH   SOLE   70,000 0 0
FALCONSTOR SOFTWARE INC COM 306137100 933 690,912 SH   SOLE   690,912 0 0
FORMFACTOR INC COM 346375108 3,860 642,300 SH   SOLE   642,300 0 0
FUSION-IO INC COM 36112J107 2,138 240,000 SH   SOLE   240,000 0 0
HARMONIC INC COM 413160102 2,954 400,288 SH   SOLE   400,288 0 0
INTERNAP NETWORK SVCS CORP COM PAR $.001 45885A300 2,632 350,000 SH   SOLE   350,000 0 0
LSI CORPORATION COM 502161102 3,035 275,000 SH   SOLE   275,000 0 0
MATTERSIGHT CORP COM 577097108 2,335 487,500 SH   SOLE   487,500 0 0
MATTSON TECHNOLOGY INC COM 577223100 467 170,350 SH   SOLE   170,350 0 0
MAXLINEAR INC CL A 57776J100 4,223 404,900 SH   SOLE   404,900 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 900 22,514 SH   SOLE   22,514 0 0
MERU NETWORKS INC COM 59047Q103 2,478 575,000 SH   SOLE   575,000 0 0
O2MICRO INTERNATIONAL LTD SPONS ADR 67107W100 1,822 653,149 SH   SOLE   653,149 0 0
PLANAR SYS INC COM 726900103 1,919 755,406 SH   SOLE   755,406 0 0
PMC-SIERRA INC COM 69344F106 1,125 175,000 SH   SOLE   175,000 0 0
PROSHARES TR PSHS ULTSHRT QQQ 74347X237 5,996 400,000 SH   SOLE   400,000 0 0
QUANTUM CORP COM DSSG 747906204 1,035 862,820 SH   SOLE   862,820 0 0
RACKSPACE HOSTING INC COM 750086100 1,957 50,000 SH   SOLE   50,000 0 0
RIVERBED TECHNOLOGY INC COM 768573107 362 20,000 SH   SOLE   20,000 0 0
RUCKUS WIRELESS INC COM 781220108 2,840 200,000 SH   SOLE   200,000 0 0
SHORETEL INC COM 825211105 1,856 200,000 SH   SOLE   200,000 0 0
SIGMA DESIGNS INC COM 826565103 798 168,989 SH   SOLE   168,989 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 840 40,000 SH   SOLE   40,000 0 0
SPANSION INC COM CL A NEW 84649R200 3,956 284,781 SH   SOLE   284,781 0 0
SUPERTEX INC COM 868532102 2,505 100,000 SH   SOLE   100,000 0 0
TRINA SOLAR LIMITED SPON ADR 89628E104 889 65,000 SH   SOLE   65,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 1,931 225,000 SH   SOLE   225,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 603 60,093 SH   SOLE   60,093 0 0