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 |
| 21Vianet Group Inc | ADR | 90138A103 | 1,187 | 65,000 | SH | SOLE | 0 | 65,000 | 0 | 0 | |
| 51job Inc | ADR | 316827104 | 2,571 | 94,000 | SH | SOLE | 0 | 94,000 | 0 | 0 | |
| 8x8 Inc | COM | 282914100 | 2,977 | 360,000 | SH | SOLE | 0 | 360,000 | 0 | 0 | |
| ANADIGICS Inc | COM | 32515108 | 292 | 1,360,000 | SH | SOLE | 0 | 1,360,000 | 0 | 0 | |
| AVG Technologies NV | COM | N07831105 | 6,522 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| Acxiom Corp | COM | 5125109 | 474 | 24,000 | SH | SOLE | 0 | 24,000 | 0 | 0 | |
| Akamai Technologies Inc | COM | 00971T101 | 1,394 | 20,200 | SH | SOLE | 0 | 20,200 | 0 | 0 | |
| Alliance Fiber Optic Products Inc | COM | 18680306 | 2,879 | 168,474 | SH | SOLE | 0 | 168,474 | 0 | 0 | |
| Alphabet Inc | COM | 02079K305 | 1,031 | 1,620 | SH | SOLE | 0 | 1,620 | 0 | 0 | |
| Alphabet Inc | COM | 02079K107 | 985 | 1,624 | SH | SOLE | 0 | 1,624 | 0 | 0 | |
| Altera Corp | COM | 21441100 | 350 | 7,000 | SH | SOLE | 0 | 7,000 | 0 | 0 | |
| Amazon.com Inc | COM | 23135106 | 1,023 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
| Apple Inc | COM | 37833100 | 2,496 | 22,635 | SH | SOLE | 0 | 22,635 | 0 | 0 | |
| Arista Networks Inc | COM | 40413106 | 180 | 2,950 | SH | SOLE | 0 | 2,950 | 0 | 0 | |
| Attunity Ltd | COM | M15332121 | 4,021 | 294,200 | SH | SOLE | 0 | 294,200 | 0 | 0 | |
| Bankrate Inc | COM | 06647F102 | 4,653 | 450,000 | SH | SOLE | 0 | 450,000 | 0 | 0 | |
| Barracuda Networks Inc | COM | 68323104 | 3,574 | 230,000 | SH | SOLE | 0 | 230,000 | 0 | 0 | |
| Bitauto Holdings Ltd | COM | 91727107 | 2,974 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| Boingo Wireless Inc | COM | 09739C102 | 5,458 | 660,000 | SH | SOLE | 0 | 660,000 | 0 | 0 | |
| Bottomline Technologies de Inc | COM | 101388106 | 1,675 | 67,000 | SH | SOLE | 0 | 67,000 | 0 | 0 | |
| Brightcove Inc | COM | 10921T101 | 2,317 | 471,000 | SH | SOLE | 0 | 471,000 | 0 | 0 | |
| Cadence Design Systems Inc | COM | 127387108 | 517 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
| Callidus Software Inc | COM | 13123E500 | 4,414 | 260,000 | SH | SOLE | 0 | 260,000 | 0 | 0 | |
| Cavium Inc | COM | 14964U108 | 9,435 | 153,750 | SH | SOLE | 0 | 153,750 | 0 | 0 | |
| Ceva Inc | COM | 157210105 | 5,912 | 318,382 | SH | SOLE | 0 | 318,382 | 0 | 0 | |
| Check Point Software Technologies Ltd | COM | 162825103 | 1,170 | 14,750 | SH | SOLE | 0 | 14,750 | 0 | 0 | |
| China Distance Education Holdings Ltd | ADR | 16944W104 | 1,791 | 141,093 | SH | SOLE | 0 | 141,093 | 0 | 0 | |
| ChinaCache International Holdings Ltd | ADR | 16950M107 | 781 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| ChipMOS TECHNOLOGIES Bermuda Ltd | COM | G2110R114 | 1,724 | 105,000 | SH | SOLE | 0 | 105,000 | 0 | 0 | |
| Descartes Systems Group Inc/The | COM | 249906108 | 9,729 | 550,000 | SH | SOLE | 0 | 550,000 | 0 | 0 | |
| EPIQ Systems Inc | COM | 26882D109 | 3,873 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| F5 Networks Inc | COM | 315616102 | 868 | 7,500 | SH | SOLE | 0 | 7,500 | 0 | 0 | |
| Fabrinet | COM | G3323L100 | 2,564 | 140,000 | SH | SOLE | 0 | 140,000 | 0 | 0 | |
| FalconStor Software Inc | COM | 306137100 | 588 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| Five9 Inc | COM | 338307101 | 1,660 | 450,000 | SH | SOLE | 0 | 450,000 | 0 | 0 | |
| Glu Mobile Inc | COM | 379890106 | 1,308 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| Guidance Software Inc | COM | 401692108 | 1,200 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| Hydrogenics Corp | COM | 448883207 | 2,455 | 310,000 | SH | SOLE | 0 | 310,000 | 0 | 0 | |
| Imperva Inc | COM | 45321L100 | 3,274 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| Inphi Corp | COM | 45772F107 | 4,131 | 172,000 | SH | SOLE | 0 | 172,000 | 0 | 0 | |
| Intel Corp | COM | 458140100 | 1,144 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
| KEYW Holding Corp/The | COM | 493723100 | 615 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| Lantronix Inc | COM | 516548203 | 702 | 566,666 | SH | SOLE | 0 | 566,666 | 0 | 0 | |
| Leidos Holdings Inc | COM | 525327102 | 169 | 4,112 | SH | SOLE | 0 | 4,112 | 0 | 0 | |
| LivePerson Inc | COM | 538146101 | 1,890 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
| Mellanox Technologies Ltd | COM | M51363113 | 6,736 | 178,400 | SH | SOLE | 0 | 178,400 | 0 | 0 | |
| Mentor Graphics Corp | COM | 587200106 | 6,157 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
| Micron Technology Inc | COM | 595112103 | 643 | 43,000 | SH | SOLE | 0 | 43,000 | 0 | 0 | |
| Microsoft Corp | COM | 594918104 | 928 | 21,000 | SH | SOLE | 0 | 21,000 | 0 | 0 | |
| MoSys Inc | COM | 619718109 | 2,528 | 1,720,000 | SH | SOLE | 0 | 1,720,000 | 0 | 0 | |
| Netscout Systems Inc | COM | 64115T104 | 5,305 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| Nimble Storage Inc | COM | 65440R101 | 6,031 | 250,182 | SH | SOLE | 0 | 250,182 | 0 | 0 | |
| Novadaq Technologies Inc | COM | 66987G102 | 1,591 | 152,623 | SH | SOLE | 0 | 152,623 | 0 | 0 | |
| Orbotech Ltd | COM | M75253100 | 1,543 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| PMC - Sierra Inc | COM | 69344F106 | 540 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
| Pegasystems Inc | COM | 705573103 | 9,376 | 381,000 | SH | SOLE | 0 | 381,000 | 0 | 0 | |
| Pixelworks Inc | COM | 72581M305 | 720 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| Planet Payment Inc | COM | U72603118 | 3,051 | 1,082,000 | SH | SOLE | 0 | 1,082,000 | 0 | 0 | |
| Power Integrations Inc | COM | 739276103 | 1,475 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
| Proofpoint Inc | COM | 743424103 | 7,202 | 119,403 | SH | SOLE | 0 | 119,403 | 0 | 0 | |
| QUALCOMM Inc | COM | 747525103 | 547 | 10,200 | SH | SOLE | 0 | 10,200 | 0 | 0 | |
| Qualys Inc | COM | 74758T303 | 2,480 | 87,250 | SH | SOLE | 0 | 87,250 | 0 | 0 | |
| RADWARE Ltd | COM | M81873107 | 10,978 | 676,000 | SH | SOLE | 0 | 676,000 | 0 | 0 | |
| Radisys Corp | COM | 750459109 | 282 | 105,500 | SH | SOLE | 0 | 105,500 | 0 | 0 | |
| SPS Commerce Inc | COM | 78463M107 | 3,394 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| Safeguard Scientifics Inc | COM | 786449207 | 1,649 | 106,000 | SH | SOLE | 0 | 106,000 | 0 | 0 | |
| Silicom Ltd | COM | M84116108 | 1,347 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| Silicon Motion Technology Corp | ADR | 82706C108 | 15,446 | 566,000 | SH | SOLE | 0 | 566,000 | 0 | 0 | |
| Splunk Inc | COM | 848637104 | 55 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | 0 | |
| TOP Image Systems Ltd | COM | M87896102 | 1,665 | 500,000 | SH | SOLE | 0 | 500,000 | 0 | 0 | |
| Taiwan Semiconductor Manufacturing Co Ltd | ADR | 874039100 | 581 | 28,000 | SH | SOLE | 0 | 28,000 | 0 | 0 | |
| Tangoe Inc | COM | 87582Y108 | 719 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| Teradyne Inc | COM | 880770102 | 504 | 28,000 | SH | SOLE | 0 | 28,000 | 0 | 0 | |
| VASCO Data Security International Inc | COM | 92230Y104 | 3,400 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| ViaSat Inc | COM | 92552V100 | 6,426 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| Violin Memory Inc | COM | 92763A101 | 273 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| Web.com Group Inc | COM | 94733A104 | 5,270 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
| Western Digital Corp | COM | 958102105 | 357 | 4,500 | SH | SOLE | 0 | 4,500 | 0 | 0 | |
| Xilinx Inc | COM | 983919101 | 805 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | |
| Yelp Inc | COM | 985817105 | 1,947 | 90,000 | SH | SOLE | 0 | 90,000 | 0 | 0 | |
| Zhaopin Ltd | ADR | 98954L103 | 1,476 | 115,000 | SH | SOLE | 0 | 115,000 | 0 | 0 | |
| support.com Inc | COM | 86858W101 | 1,151 | 1,047,100 | SH | SOLE | 0 | 1,047,100 | 0 | 0 | |