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
ALLOT COMMUNICATIONS LTD SHS M0854Q105 2,473 306,869 SH   SOLE   306,869 0 0
AMBARELLA INC SHS G037AX101 2,799 44,551 SH   SOLE   44,551 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 2,534 148,293 SH   SOLE   148,293 0 0
CHEGG INC COM 163092109 4,231 141,265 SH   SOLE   141,265 0 0
CRITEO SA-SPON ADR SPONS ADS 226718104 3,745 200,362 SH   SOLE   200,362 0 0
DIGITAL TURBINE INC COM NEW 25400W102 8,754 1,358,243 SH   SOLE   1,358,243 0 0
FIREEYE INC COM 31816Q101 2,631 197,251 SH   SOLE   197,251 0 0
FIVE9 INC COM 338307101 1,824 33,942 SH   SOLE   33,942 0 0
GAIA INC-CLASS A CL A 36269P104 2,329 356,364 SH   SOLE   356,364 0 0
GSE SYSTEMS INC COM 36227K106 1,377 786,638 SH   SOLE   786,638 0 0
ICHOR HOLDINGS SHS G4740B105 3,578 147,984 SH   SOLE   147,984 0 0
II VI INC COM 902104108 2,894 82,200 SH   SOLE   82,200 0 0
INPHI CORP COM 45772F107 4,124 67,557 SH   SOLE   67,557 0 0
KRATOS DEFENSE & SECURITY COM NEW 50077B207 9,254 497,639 SH   SOLE   497,639 0 0
KRYSTAL BIOTECH INC COM 501147102 2,345 67,533 SH   SOLE   67,533 0 0
LENDINGTREE INC COM 52603B107 2,248 7,242 SH   SOLE   7,242 0 0
MACOM TECH SOLUTIONS HLDGS COM 55405Y100 5,642 262,500 SH   SOLE   262,500 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2,613 257,653 SH   SOLE   257,653 0 0
MARCHEX INC-CLASS B CL B 56624R108 2,332 742,821 SH   SOLE   742,821 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,973 13,300 SH   SOLE   13,300 0 0
MITEK SYS INC COM NEW 606710200 4,174 432,493 SH   SOLE   432,493 0 0
MOBILEIRON INC COM NEW 60739U204 2,970 453,778 SH   SOLE   453,778 0 0
NANOMETRICS INC COM 630077105 2,292 70,250 SH   SOLE   70,250 0 0
NLIGHT INC COM 65487K100 2,878 183,800 SH   SOLE   183,800 0 0
POWER SOLUTIONS INTERNATIONA COM 73933G202 5,038 690,074 SH   SOLE   690,074 0 0
RAPID7 INC COM 753422104 2,219 48,890 SH   SOLE   48,890 0 0
RUBICON PROJECT INC/THE COM 78112V102 736 84,557 SH   SOLE   84,557 0 0
SHARPSPRING INC COM 820054104 1,119 115,321 SH   SOLE   115,321 0 0
TECHTARGET COM 87874R100 1,816 80,642 SH   SOLE   80,642 0 0
TELARIA INC COM 879181105 4,487 649,289 SH   SOLE   649,289 0 0
USA TECHNOLOGIES INC COM NO PAR 90328S500 2,954 403,031 SH   SOLE   403,031 0 0
VARONIS SYSTEMS INC COM 922280102 3,293 55,086 SH   SOLE   55,086 0 0
VERITONE INC COM 92347M100 171 47,972 SH   SOLE   47,972 0 0
VICOR CORP COM 925815102 5,166 175,000 SH   SOLE   175,000 0 0
VIRTUSA CORP COM 92827P102 4,483 124,462 SH   SOLE   124,462 0 0