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 |
| 51job Inc | ADR | 316827104 | 5,710 | 94,000 | SH | SOLE | 0 | 94,000 | 0 | 0 | |
| 58.com Inc | COM | 31680Q104 | 572 | 8,000 | SH | SOLE | 0 | 8,000 | 0 | 0 | |
| ACM Research Inc | COM | 00108J109 | 772 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| AXT Inc | COM | 00246W103 | 1,305 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| Adesto Technologies Corp | COM | 00687D101 | 2,779 | 431,000 | SH | SOLE | 0 | 431,000 | 0 | 0 | |
| Aehr Test Systems | COM | 00760J108 | 538 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| Akamai Technologies Inc | COM | 00971T101 | 988 | 15,200 | SH | SOLE | 0 | 15,200 | 0 | 0 | |
| Akoustis Technologies Inc | COM | 00973N102 | 3,610 | 578,636 | SH | SOLE | 0 | 578,636 | 0 | 0 | |
| Alibaba Group Holding Ltd | ADR | 01609W102 | 655 | 3,800 | SH | SOLE | 0 | 3,800 | 0 | 0 | |
| Alphabet Inc | COM | 02079K305 | 2,475 | 2,350 | SH | SOLE | 0 | 2,350 | 0 | 0 | |
| Alteryx Inc | COM | 02156B103 | 2,273 | 90,000 | SH | SOLE | 0 | 90,000 | 0 | 0 | |
| Amazon.com Inc | COM | 023135106 | 2,338 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
| Amber Road Inc | COM | 02318Y108 | 6,688 | 910,000 | SH | SOLE | 0 | 910,000 | 0 | 0 | |
| Apple Inc | COM | 037833100 | 2,985 | 17,635 | SH | SOLE | 0 | 17,635 | 0 | 0 | |
| Aqua Metals Inc | COM | 03837J101 | 848 | 400,000 | SH | SOLE | 0 | 400,000 | 0 | 0 | |
| Arista Networks Inc | COM | 040413106 | 1,708 | 7,250 | SH | SOLE | 0 | 7,250 | 0 | 0 | |
| Asure Software Inc | COM | 04649U102 | 987 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
| Atlassian Corp PLC | COM | G06242104 | 682 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | |
| Attunity Ltd | COM | M15332121 | 6,919 | 994,200 | SH | SOLE | 0 | 994,200 | 0 | 0 | |
| Barracuda Networks Inc | COM | 068323104 | 6,322 | 230,000 | SH | SOLE | 0 | 230,000 | 0 | 0 | |
| Bitauto Holdings Ltd | ADR | 091727107 | 1,112 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
| Boingo Wireless Inc | COM | 09739C102 | 14,850 | 660,000 | SH | SOLE | 0 | 660,000 | 0 | 0 | |
| Bottomline Technologies de Inc | COM | 101388106 | 3,537 | 102,000 | SH | SOLE | 0 | 102,000 | 0 | 0 | |
| Brightcove Inc | COM | 10921T101 | 3,344 | 471,000 | SH | SOLE | 0 | 471,000 | 0 | 0 | |
| Cadence Design Systems Inc | COM | 127387108 | 1,045 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
| Callidus Software Inc | COM | 13123E500 | 10,296 | 360,000 | SH | SOLE | 0 | 360,000 | 0 | 0 | |
| Celestica Inc | COM | 15101Q108 | 3,141 | 300,000 | SH | SOLE | 0 | 300,000 | 0 | 0 | |
| Ceva Inc | COM | 157210105 | 14,677 | 318,382 | SH | SOLE | 0 | 318,382 | 0 | 0 | |
| Check Point Software Technologies Ltd | COM | 162825103 | 1,528 | 14,750 | SH | SOLE | 0 | 14,750 | 0 | 0 | |
| China Distance Education Holdings Ltd | ADR | 16944W104 | 1,916 | 206,473 | SH | SOLE | 0 | 206,473 | 0 | 0 | |
| ChipMOS TECHNOLOGIES INC | COM | 16965P103 | 1,733 | 98,227 | SH | SOLE | 0 | 98,227 | 0 | 0 | |
| CyberArk Software Ltd | COM | M2682V108 | 1,695 | 41,000 | SH | SOLE | 0 | 41,000 | 0 | 0 | |
| Descartes Systems Group Inc/The | COM | 249906108 | 13,575 | 478,000 | SH | SOLE | 0 | 478,000 | 0 | 0 | |
| Digimarc Corp | COM | 25381B101 | 361 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
| Energous Corp | COM | 29272C103 | 1,944 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| Everspin Technologies Inc | COM | 30041T104 | 748 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| F5 Networks Inc | COM | 315616102 | 262 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
| Fabrinet | COM | G3323L100 | 4,762 | 166,000 | SH | SOLE | 0 | 166,000 | 0 | 0 | |
| FalconStor Software Inc | COM | 306137100 | 61 | 400,000 | SH | SOLE | 0 | 400,000 | 0 | 0 | |
| Five9 Inc | COM | 338307101 | 11,191 | 450,000 | SH | SOLE | 0 | 450,000 | 0 | 0 | |
| Gridsum Holding Inc | COM | 398132100 | 915 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| Himax Technologies Inc | ADR | 43289P106 | 1,992 | 191,000 | SH | SOLE | 0 | 191,000 | 0 | 0 | |
| Hortonworks Inc | COM | 440894103 | 9,244 | 459,700 | SH | SOLE | 0 | 459,700 | 0 | 0 | |
| Hydrogenics Corp | COM | 448883207 | 6,105 | 550,000 | SH | SOLE | 0 | 550,000 | 0 | 0 | |
| Imperva Inc | COM | 45321L100 | 1,985 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| Inphi Corp | COM | 45772F107 | 5,930 | 162,000 | SH | SOLE | 0 | 162,000 | 0 | 0 | |
| Intel Corp | COM | 458140100 | 1,754 | 38,000 | SH | SOLE | 0 | 38,000 | 0 | 0 | |
| Intellicheck Inc | COM | 45817G201 | 803 | 315,000 | SH | SOLE | 0 | 315,000 | 0 | 0 | |
| Iridium Communications Inc | COM | 46269C102 | 2,124 | 180,000 | SH | SOLE | 0 | 180,000 | 0 | 0 | |
| Kornit Digital Ltd | COM | M6372Q113 | 3,230 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| Lantronix Inc | COM | 516548203 | 1,384 | 706,425 | SH | SOLE | 0 | 706,425 | 0 | 0 | |
| Leidos Holdings Inc | COM | 525327102 | 265 | 4,112 | SH | SOLE | 0 | 4,112 | 0 | 0 | |
| LivePerson Inc | COM | 538146101 | 5,750 | 500,000 | SH | SOLE | 0 | 500,000 | 0 | 0 | |
| Materialise NV | COM | 57667T100 | 480 | 38,256 | SH | SOLE | 0 | 38,256 | 0 | 0 | |
| MeetMe Inc | COM | 58513U101 | 1,269 | 450,000 | SH | SOLE | 0 | 450,000 | 0 | 0 | |
| Mellanox Technologies Ltd | COM | M51363113 | 12,887 | 199,350 | SH | SOLE | 0 | 199,350 | 0 | 0 | |
| Micron Technology Inc | COM | 595112103 | 1,028 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
| Microsoft Corp | COM | 594918104 | 2,619 | 30,600 | SH | SOLE | 0 | 30,600 | 0 | 0 | |
| Mimecast Ltd | COM | G14838109 | 6,450 | 225,000 | SH | SOLE | 0 | 225,000 | 0 | 0 | |
| MoSys Inc | COM | 619718208 | 348 | 317,000 | SH | SOLE | 0 | 317,000 | 0 | 0 | |
| NeoPhotonics Corp | COM | 64051T100 | 922 | 140,000 | SH | SOLE | 1 | 140,000 | 0 | 0 | |
| Orbotech Ltd | COM | M75253100 | 5,027 | 100,000 | SH | SOLE | 2 | 100,000 | 0 | 0 | |
| Pegasystems Inc | COM | 705573103 | 15,488 | 328,500 | SH | SOLE | 0 | 328,500 | 0 | 0 | |
| Pixelworks Inc | COM | 72581M305 | 1,264 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| QUALCOMM Inc | COM | 747525103 | 653 | 10,200 | SH | SOLE | 0 | 10,200 | 0 | 0 | |
| Qualys Inc | COM | 74758T303 | 5,165 | 87,250 | SH | SOLE | 0 | 87,250 | 0 | 0 | |
| Quantenna Communications Inc | COM | 74766D100 | 2,196 | 180,000 | SH | SOLE | 0 | 180,000 | 0 | 0 | |
| RADWARE Ltd | COM | M81873107 | 14,930 | 770,000 | SH | SOLE | 0 | 770,000 | 0 | 0 | |
| Radisys Corp | COM | 750459109 | 605 | 605,500 | SH | SOLE | 0 | 605,500 | 0 | 0 | |
| Rapid7 Inc | COM | 753422104 | 1,445 | 77,560 | SH | SOLE | 0 | 77,560 | 0 | 0 | |
| SPS Commerce Inc | COM | 78463M107 | 2,429 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| Safeguard Scientifics Inc | COM | 786449207 | 1,243 | 111,000 | SH | SOLE | 0 | 111,000 | 0 | 0 | |
| Semtech Corp | COM | 816850101 | 221 | 6,500 | SH | SOLE | 0 | 6,500 | 0 | 0 | |
| Silicom Ltd | COM | M84116108 | 3,505 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| Silicon Motion Technology Corp | ADR | 82706C108 | 20,283 | 383,000 | SH | SOLE | 0 | 383,000 | 0 | 0 | |
| TOP Image Systems Ltd | COM | M87896102 | 569 | 500,000 | SH | SOLE | 0 | 500,000 | 0 | 0 | |
| Taiwan Semiconductor Manufacturing Co Ltd | ADR | 874039100 | 753 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | |
| Tecogen Inc/Waltham MA | COM | 87876P201 | 555 | 210,526 | SH | SOLE | 0 | 210,526 | 0 | 0 | |
| Teradyne Inc | COM | 880770102 | 1,172 | 28,000 | SH | SOLE | 0 | 28,000 | 0 | 0 | |
| Tower Semiconductor Ltd | COM | M87915274 | 2,964 | 87,000 | SH | SOLE | 0 | 87,000 | 0 | 0 | |
| VASCO Data Security International Inc | COM | 92230Y104 | 2,780 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| Varonis Systems Inc | COM | 922280102 | 5,097 | 105,000 | SH | SOLE | 0 | 105,000 | 0 | 0 | |
| Veritone Inc | COM | 92347M100 | 928 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | 0 | |
| ViaSat Inc | COM | 92552V100 | 7,485 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| Web.com Group Inc | COM | 94733A104 | 5,450 | 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 | 1,280 | 19,000 | SH | SOLE | 0 | 19,000 | 0 | 0 | |
| Yelp Inc | COM | 985817105 | 3,775 | 90,000 | SH | SOLE | 0 | 90,000 | 0 | 0 | |
| support.com Inc | COM | 86858W200 | 626 | 261,072 | SH | SOLE | 0 | 261,072 | 0 | 0 | |