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 |
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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 |
51JOB INC-ADR | ADR | 316827104 | 2,867 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
8X8 INC | COM | 282914100 | 1,190 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 | |
ACTUATE CORP | COM | 00508B102 | 10,505 | 1,594,100 | SH | SOLE | 0 | 1,594,100 | 0 | 0 | |
ACXIOM CORP | COM | 5125109 | 486 | 24,000 | SH | SOLE | 0 | 24,000 | 0 | 0 | |
ADVENT SOFTWARE INC | COM | 7974108 | 13,373 | 436,588 | SH | SOLE | 0 | 436,588 | 0 | 0 | |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 1,272 | 20,200 | SH | SOLE | 0 | 20,200 | 0 | 0 | |
ALLIANCE FIBER OPTIC PRODUCT | COM | 18680306 | 2,445 | 168,474 | SH | SOLE | 0 | 168,474 | 0 | 0 | |
ALTERA CORP | COM | 21441100 | 259 | 7,000 | SH | SOLE | 0 | 7,000 | 0 | 0 | |
AMAZON.COM INC | COM | 23135106 | 621 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
ANADIGICS INC | COM | 32515108 | 1,011 | 1,360,000 | SH | SOLE | 0 | 1,360,000 | 0 | 0 | |
APPLE INC | COM | 37833100 | 2,695 | 24,415 | SH | SOLE | 0 | 24,415 | 0 | 0 | |
ATTUNITY LTD | COM | M15332121 | 2,030 | 188,800 | SH | SOLE | 0 | 188,800 | 0 | 0 | |
AVG TECHNOLOGIES | COM | N07831105 | 5,922 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
AVIAT NETWORKS INC | COM | 05366Y102 | 315 | 209,800 | SH | SOLE | 0 | 209,800 | 0 | 0 | |
BANKRATE INC | COM | 06647F102 | 2,486 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
BOINGO WIRELESS INC | COM | 09739C102 | 5,062 | 660,000 | SH | SOLE | 0 | 660,000 | 0 | 0 | |
BOTTOMLINE TECHNOLOGIES (DE) | COM | 101388106 | 1,692 | 67,000 | SH | SOLE | 0 | 67,000 | 0 | 0 | |
BRIGHTCOVE | COM | 10921T101 | 3,664 | 471,000 | SH | SOLE | 0 | 471,000 | 0 | 0 | |
CADENCE DESIGN SYS INC | COM | 127387108 | 949 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
CALLIDUS SOFTWARE INC | COM | 13123E500 | 4,241 | 260,000 | SH | SOLE | 0 | 260,000 | 0 | 0 | |
CAVIUM INC | COM | 14964U108 | 9,723 | 157,500 | SH | SOLE | 0 | 157,500 | 0 | 0 | |
CERAGON NETWORKS LTD | COM | M22013102 | 56 | 55,700 | SH | SOLE | 0 | 55,700 | 0 | 0 | |
CEVA INC | COM | 157210105 | 5,775 | 318,382 | SH | SOLE | 0 | 318,382 | 0 | 0 | |
CHECK POINT SOFTWARE TECH | COM | 162825103 | 1,159 | 14,750 | SH | SOLE | 0 | 14,750 | 0 | 0 | |
CHINA DISTANCE EDUCATION-ADR | ADR | 16944W104 | 1,804 | 110,000 | SH | SOLE | 0 | 110,000 | 0 | 0 | |
CHINACACHE INTERNAT-SPON ADR | ADR | 16950M107 | 453 | 49,500 | SH | SOLE | 0 | 49,500 | 0 | 0 | |
CHIPMOS TECHNOLOGIES BERMUDA | COM | G2110R114 | 2,449 | 105,000 | SH | SOLE | 0 | 105,000 | 0 | 0 | |
CIMATRON LTD | COM | M23798107 | 127 | 14,400 | SH | SOLE | 0 | 14,400 | 0 | 0 | |
DESCARTES SYSTEMS GRP/THE | COM | 249906108 | 8,151 | 550,000 | SH | SOLE | 0 | 550,000 | 0 | 0 | |
EMC CORP/MA | COM | 268648102 | 467 | 15,700 | SH | SOLE | 0 | 15,700 | 0 | 0 | |
EMULEX CORP | COM | 292475209 | 1,701 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
EPIQ SYSTEMS INC | COM | 26882D109 | 5,121 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
F5 NETWORKS INC | COM | 315616102 | 978 | 7,500 | SH | SOLE | 0 | 7,500 | 0 | 0 | |
FABRINET | COM | G3323L100 | 2,482 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | |
FALCONSTOR SOFTWARE INC | COM | 306137100 | 393 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
GLU MOBILE INC | COM | 379890106 | 1,167 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
GOOGLE INC-CL A | COM | 38259P508 | 860 | 1,620 | SH | SOLE | 0 | 1,620 | 0 | 0 | |
GUIDANCE SOFTWARE INC | COM | 401692108 | 1,450 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
HYDROGENICS CORP | COM | 448883207 | 2,776 | 210,000 | SH | SOLE | 0 | 210,000 | 0 | 0 | |
INPHI CORP | COM | 45772F107 | 2,219 | 120,000 | SH | SOLE | 0 | 120,000 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 1,379 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
JABIL CIRCUIT INC | COM | 466313103 | 437 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
KEYW HOLDING CORP/THE | COM | 493723100 | 1,038 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
KOFAX LTD | COM | G5307C105 | 14,645 | 2,100,000 | SH | SOLE | 0 | 2,100,000 | 0 | 0 | |
LANTRONIX INC | COM | 516548203 | 1,060 | 566,666 | SH | SOLE | 0 | 566,666 | 0 | 0 | |
LEIDOS HOLDINGS INC | COM | 525327102 | 179 | 4,112 | SH | SOLE | 0 | 4,112 | 0 | 0 | |
MELLANOX TECHNOLOGIES LTD | COM | M51363113 | 7,623 | 178,400 | SH | SOLE | 0 | 178,400 | 0 | 0 | |
MENTOR GRAPHICS CORP | COM | 587200106 | 5,480 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 1,505 | 43,000 | SH | SOLE | 0 | 43,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 975 | 21,000 | SH | SOLE | 0 | 21,000 | 0 | 0 | |
MOSYS INC | COM | 619718109 | 1,656 | 920,000 | SH | SOLE | 0 | 920,000 | 0 | 0 | |
NETSCOUT SYSTEMS INC | COM | 64115T104 | 5,480 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
NIMBLE STORAGE INC | COM | 65440R101 | 2,754 | 100,182 | SH | SOLE | 0 | 100,182 | 0 | 0 | |
NOVADAQ TECHNOLOGIES INC | COM | 66987G102 | 2,537 | 152,623 | SH | SOLE | 0 | 152,623 | 0 | 0 | |
NQ MOBILE INC - ADR | ADR | 64118U108 | 160 | 41,000 | SH | SOLE | 0 | 41,000 | 0 | 0 | |
PEGASYSTEMS INC | COM | 705573103 | 7,913 | 381,000 | SH | SOLE | 0 | 381,000 | 0 | 0 | |
PLANET PAYMENT INC | COM | U72603118 | 2,196 | 1,082,000 | SH | SOLE | 0 | 1,082,000 | 0 | 0 | |
PMC - SIERRA INC | COM | 69344F106 | 733 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
POWER INTEGRATIONS INC | COM | 739276103 | 1,810 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
PROOFPOINT INC | COM | 743424103 | 5,758 | 119,403 | SH | SOLE | 0 | 119,403 | 0 | 0 | |
QUALCOMM INC | COM | 747525103 | 758 | 10,200 | SH | SOLE | 0 | 10,200 | 0 | 0 | |
QUALYS INC | COM | 74758T303 | 2,111 | 56,000 | SH | SOLE | 0 | 56,000 | 0 | 0 | |
RADISYS CORP | COM | 750459109 | 246 | 105,500 | SH | SOLE | 0 | 105,500 | 0 | 0 | |
RADWARE LTD | COM | M81873107 | 14,879 | 676,000 | SH | SOLE | 0 | 676,000 | 0 | 0 | |
SILICOM LTD | COM | M84116108 | 1,740 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
SILICON IMAGE INC | COM | 82705T102 | 386 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
SILICON MOTION TECHNOL-ADR | ADR | 82706C108 | 14,184 | 600,000 | SH | SOLE | 0 | 600,000 | 0 | 0 | |
SPANSION INC-CLASS A | COM | 84649R200 | 5,858 | 171,200 | SH | SOLE | 0 | 171,200 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 59 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
SPS COMMERCE INC | COM | 78463M107 | 2,827 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
SUPPORT.COM INC | COM | 86858W101 | 2,189 | 1,047,100 | SH | SOLE | 0 | 1,047,100 | 0 | 0 | |
TAIWAN SEMICONDUCTOR-SP ADR | ADR | 874039100 | 1,074 | 48,000 | SH | SOLE | 0 | 48,000 | 0 | 0 | |
TANGOE INC/CT | COM | 87582Y108 | 652 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
TECHTARGET | COM | 87874R100 | 139 | 12,200 | SH | SOLE | 0 | 12,200 | 0 | 0 | |
TERADYNE INC | COM | 880770102 | 554 | 28,000 | SH | SOLE | 0 | 28,000 | 0 | 0 | |
TESSERA TECHNOLOGIES INC | COM | 88164L100 | 5,916 | 165,587 | SH | SOLE | 0 | 165,587 | 0 | 0 | |
TOP IMAGE SYSTEMS LTD | COM | M87896102 | 1,700 | 500,000 | SH | SOLE | 0 | 500,000 | 0 | 0 | |
VASCO DATA SECURITY INTL | COM | 92230Y104 | 5,642 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
VIASAT INC | COM | 92552V100 | 6,301 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
VIOLIN MEMORY INC | COM | 92763A101 | 956 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
VITESSE SEMICONDUCTOR CORP | COM | 928497304 | 377 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
WEB.COM GROUP INC | COM | 94733A104 | 4,748 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 996 | 9,000 | SH | SOLE | 0 | 9,000 | 0 | 0 | |
XILINX INC | COM | 983919101 | 823 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | |
YELP INC | COM | 985817105 | 4,925 | 90,000 | SH | SOLE | 0 | 90,000 | 0 | 0 | |
ZHAOPIN LTD-SPONSORED ADR | ADR | 98954L103 | 527 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 |