The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
51JOB INC SP REP | ADR | 316827104 | 1,350 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
ACTUATE CORP | COM | 00508B102 | 10,585 | 1,594,100 | SH | SOLE | 0 | 1,594,100 | 0 | 0 | |
ACXIOM CORP | COM | 005125109 | 544 | 24,000 | SH | SOLE | 0 | 24,000 | 0 | 0 | |
ADVENT SOFTWARE INC | COM | 007974108 | 15,759 | 450,000 | SH | SOLE | 0 | 450,000 | 0 | 0 | |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 860 | 20,200 | SH | SOLE | 0 | 20,200 | 0 | 0 | |
ALLIANCE FIBER OPTIC PRODS I | COM | 018680306 | 3,771 | 188,474 | SH | SOLE | 0 | 188,474 | 0 | 0 | |
ALTERA CORP | COM | 021441100 | 231 | 7,000 | SH | SOLE | 0 | 7,000 | 0 | 0 | |
AMAZON INC | COM | 023135106 | 555 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
ANADIGICS INC | COM | 032515108 | 2,992 | 1,360,000 | SH | SOLE | 0 | 1,360,000 | 0 | 0 | |
APPLE INC | COM | 037833100 | 1,525 | 3,845 | SH | SOLE | 0 | 3,845 | 0 | 0 | |
ATMEL CORP | COM | 049513104 | 617 | 84,000 | SH | SOLE | 0 | 84,000 | 0 | 0 | |
ATMI INC | COM | 00207R101 | 14,190 | 600,000 | SH | SOLE | 0 | 600,000 | 0 | 0 | |
AVIAT NETWORKS INC | COM | 05366Y102 | 550 | 209,800 | SH | SOLE | 0 | 209,800 | 0 | 0 | |
BRIGHTCOVE INC | COM | 10921T101 | 2,199 | 250,997 | SH | SOLE | 0 | 250,997 | 0 | 0 | |
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 724 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
CAVIUM INC | COM | 14964U108 | 5,571 | 157,500 | SH | SOLE | 0 | 157,500 | 0 | 0 | |
CERAGON NETWORKS LTD ORD | COM | M22013102 | 175 | 55,700 | SH | SOLE | 0 | 55,700 | 0 | 0 | |
CEVA INC | COM | 157210105 | 6,164 | 318,382 | SH | SOLE | 0 | 318,382 | 0 | 0 | |
CHECKPOINT SYS INC | COM | 162825103 | 1,441 | 29,000 | SH | SOLE | 0 | 29,000 | 0 | 0 | |
CHIPMOS TECH BERMUDA LTD | COM | G2110R114 | 1,064 | 55,000 | SH | SOLE | 0 | 55,000 | 0 | 0 | |
CIMATRON LTD ORD | COM | M23798107 | 87 | 14,400 | SH | SOLE | 0 | 14,400 | 0 | 0 | |
DESCARTES SYS GROUP INC | COM | 249906108 | 6,342 | 550,000 | SH | SOLE | 0 | 550,000 | 0 | 0 | |
E M C CORP MASS | COM | 268648102 | 371 | 15,700 | SH | SOLE | 0 | 15,700 | 0 | 0 | |
EMULEX CORP | COM | 292475209 | 1,956 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
EPIQ SYS INC | COM | 26882D109 | 4,041 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
F5 NETWORKS INC | COM | 315616102 | 516 | 7,500 | SH | SOLE | 0 | 7,500 | 0 | 0 | |
FABRINET SHS | COM | G3323L100 | 1,960 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | |
FALCONSTOR SOFTWARE INC | COM | 306137100 | 411 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
GOOGLE INC CL A | COM | 38259P508 | 1,426 | 1,620 | SH | SOLE | 0 | 1,620 | 0 | 0 | |
GUIDANCE SOFTWARE INC | COM | 401692108 | 1,748 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
HYDROGENICS CORP NEW | COM | 448883207 | 3,736 | 255,000 | SH | SOLE | 0 | 255,000 | 0 | 0 | |
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 1,906 | 240,000 | SH | SOLE | 0 | 240,000 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 921 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
JABIL CIRCUIT INC | COM | 466313103 | 408 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
KEYNOTE SYS INC | COM | 493308100 | 5,335 | 270,000 | SH | SOLE | 0 | 270,000 | 0 | 0 | |
KEYW HLDG CORP | COM | 493723100 | 1,325 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
LANTRONIX INC | COM | 516548203 | 895 | 566,666 | SH | SOLE | 0 | 566,666 | 0 | 0 | |
LSI CORPORATION | COM | 502161102 | 428 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
MELLANOX TECHNOLOGIES LTD SHS | COM | M51363113 | 8,831 | 178,400 | SH | SOLE | 0 | 178,400 | 0 | 0 | |
MENTOR GRAPHICS CORP | COM | 587200106 | 4,888 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 373 | 26,000 | SH | SOLE | 0 | 26,000 | 0 | 0 | |
MICROS SYS INC | COM | 594901100 | 3,452 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 725 | 21,000 | SH | SOLE | 0 | 21,000 | 0 | 0 | |
MINDSPEED TECHNOLOGIES INC | COM | 602682205 | 2,883 | 889,800 | SH | SOLE | 0 | 889,800 | 0 | 0 | |
MOSYS INC | COM | 619718109 | 3,698 | 920,000 | SH | SOLE | 0 | 920,000 | 0 | 0 | |
NETSCOUT SYS INC | COM | 64115T104 | 3,501 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
NOVADAQ TECHNOLOGIES INC | COM | 66987G102 | 2,155 | 152,623 | SH | SOLE | 0 | 152,623 | 0 | 0 | |
NQ MOBILE INC REPSTG CL A | ADR | 64118U108 | 606 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 6,309 | 190,500 | SH | SOLE | 0 | 190,500 | 0 | 0 | |
PEREGRINE SEMICONDUCTOR CORP | COM | 71366R703 | 3,600 | 330,000 | SH | SOLE | 0 | 330,000 | 0 | 0 | |
PLX TECHNOLOGY INC | COM | 693417107 | 2,380 | 500,000 | SH | SOLE | 0 | 500,000 | 0 | 0 | |
PMC-SIERRA INC | COM | 69344F106 | 508 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
POWER INTEGRATIONS INC | COM | 739276103 | 1,420 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
QUALM INC | COM | 747525103 | 1,234 | 20,200 | SH | SOLE | 0 | 20,200 | 0 | 0 | |
RADISYS CORP | COM | 750459109 | 507 | 105,500 | SH | SOLE | 0 | 105,500 | 0 | 0 | |
RADWARE LTD ORD | COM | M81873107 | 9,322 | 676,000 | SH | SOLE | 0 | 676,000 | 0 | 0 | |
SAIC INC | COM | 78390X101 | 229 | 16,450 | SH | SOLE | 0 | 16,450 | 0 | 0 | |
SAP AG SPON | ADR | 803054204 | 728 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
SILICOM LTD ORD | COM | M84116108 | 1,714 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
SILICON IMAGE INC | COM | 82705T102 | 410 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
SILICON MOTION TECHNOLOGY CO SPONSORED | ADR | 82706C108 | 6,354 | 600,000 | SH | SOLE | 0 | 600,000 | 0 | 0 | |
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 241 | 11,000 | SH | SOLE | 0 | 11,000 | 0 | 0 | |
SPANSION INC CL A | COM | 84649R200 | 1,517 | 121,200 | SH | SOLE | 0 | 121,200 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 46 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
SPS M INC | COM | 78463M107 | 2,750 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
STEC INC | COM | 784774101 | 672 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
SUPERTEX INC | COM | 868532102 | 3,108 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 | |
SUPPORT INC | COM | 86858W101 | 4,785 | 1,047,100 | SH | SOLE | 0 | 1,047,100 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 674 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED | ADR | 874039100 | 879 | 48,000 | SH | SOLE | 0 | 48,000 | 0 | 0 | |
TECHTARGET INC | COM | 87874R100 | 55 | 12,200 | SH | SOLE | 0 | 12,200 | 0 | 0 | |
TERADYNE INC | COM | 880770102 | 492 | 28,000 | SH | SOLE | 0 | 28,000 | 0 | 0 | |
TESSERA TECHNOLOGIES INC | COM | 88164L100 | 6,951 | 334,200 | SH | SOLE | 0 | 334,200 | 0 | 0 | |
TRUNKBOW INTL HLDGS LTD | COM | 89818A102 | 44 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
VASCO DATA SEC INTL INC | COM | 92230Y104 | 1,662 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
VIASAT INC | COM | 92552V100 | 7,146 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
VITESSE SEMICONDUCTOR CORP | COM | 928497304 | 132 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
WEB GROUP INC | COM | 94733A104 | 6,400 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 559 | 9,000 | SH | SOLE | 0 | 9,000 | 0 | 0 | |
XILINX INC | COM | 983919101 | 753 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | |
YELP INC CL A | COM | 985817105 | 4,520 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 |