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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 25,162 | 650,000 | SH | SOLE | 0 | 650,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 38,901 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 5,041 | 52,000 | SH | SOLE | 0 | 52,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 6,047 | 88,000 | SH | SOLE | 0 | 88,000 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 26,501 | 440,000 | SH | SOLE | 0 | 440,000 | 0 | 0 | |
| EXACT SCIENCES CORP | COM | 30063P105 | 11,538 | 1,250,000 | SH | SOLE | 0 | 1,250,000 | 0 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 16,475 | 132,546 | SH | SOLE | 0 | 132,546 | 0 | 0 | |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 21,976 | 2,680,000 | SH | SOLE | 0 | 2,680,000 | 0 | 0 | |
| HYDRA INDS ACQUISITION CORP | *W EXP 10/20/202 | 448740118 | 66 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| HYDRA INDS ACQUISITION CORP | RIGHT 99/99/9999 | 448740126 | 70 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 26,308 | 438,100 | SH | SOLE | 0 | 438,100 | 0 | 0 | |
| IMMERSION CORP | COM | 452521107 | 28,511 | 2,445,194 | SH | SOLE | 0 | 2,445,194 | 0 | 0 | |
| INTERDIGITAL INC | COM | 45867G101 | 32,096 | 654,488 | SH | SOLE | 0 | 654,488 | 0 | 0 | |
| LENDINGTREE INC NEW | COM | 52603B107 | 4,464 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 26,659 | 654,852 | SH | SOLE | 0 | 654,852 | 0 | 0 | |
| LUMOS NETWORKS CORP | COM | 550283105 | 5,180 | 462,500 | SH | SOLE | 0 | 462,500 | 0 | 0 | |
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 21,758 | 516,333 | SH | SOLE | 0 | 516,333 | 0 | 0 | |
| MKS INSTRUMENT INC | COM | 55306N104 | 15,565 | 432,365 | SH | SOLE | 0 | 432,365 | 0 | 0 | |
| NOKIA CORP | SPONSORED ADR | 654902204 | 19,656 | 2,800,000 | SH | SOLE | 0 | 2,800,000 | 0 | 0 | |
| PDF SOLUTIONS INC | COM | 693282105 | 11,250 | 1,037,843 | SH | SOLE | 0 | 1,037,843 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 30,491 | 610,000 | SH | SOLE | 0 | 610,000 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 2,838 | 110,000 | SH | SOLE | 0 | 110,000 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 30,921 | 282,100 | SH | SOLE | 0 | 282,100 | 0 | 0 | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 34,840 | 1,000,000 | SH | SOLE | 0 | 1,000,000 | 0 | 0 | |
| TESSERA TECHNOLOGIES INC | COM | 88164L100 | 26,349 | 878,000 | SH | SOLE | 0 | 878,000 | 0 | 0 | |
| TOWNSQUARE MEDIA INC | CL A | 892231101 | 1,734 | 145,000 | SH | SOLE | 0 | 145,000 | 0 | 0 | |
| TREMOR VIDEO INC | COM | 89484Q100 | 1,523 | 739,117 | SH | SOLE | 0 | 739,117 | 0 | 0 | |
| UNWIRED PLANET INC NEW | COM | 91531F103 | 4,532 | 5,252,000 | SH | SOLE | 0 | 5,252,000 | 0 | 0 | |
| WEBMD HEALTH CORP | COM | 94770V102 | 27,888 | 577,400 | SH | SOLE | 0 | 577,400 | 0 | 0 | |
| XO GROUP INC | COM | 983772104 | 11,308 | 704,081 | SH | SOLE | 0 | 704,081 | 0 | 0 | |