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 | 316827104 | 6,956 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
58.com Inc | ADR | 31680Q104 | 394 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
ACM Research Inc | COM | 00108J109 | 2,076 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
Adesto Technologies Corp | COM | 00687D101 | 3,685 | 431,000 | SH | SOLE | 431,000 | 0 | 0 | ||
Advanced Micro Devices Inc | COM | 007903107 | 2,046 | 70,600 | SH | SOLE | 70,600 | 0 | 0 | ||
Akamai Technologies Inc | COM | 00971T101 | 1,388 | 15,200 | SH | SOLE | 15,200 | 0 | 0 | ||
Akoustis Technologies Inc | COM | 00973N102 | 4,472 | 578,636 | SH | SOLE | 578,636 | 0 | 0 | ||
Alibaba Group Holding Ltd | ADR | 01609W102 | 635 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
Alpha & Omega Semiconductor Ltd | COM | G6331P104 | 230 | 18,798 | SH | SOLE | 18,798 | 0 | 0 | ||
Alphabet Inc | COM | 02079K305 | 2,868 | 2,350 | SH | SOLE | 2,350 | 0 | 0 | ||
Alteryx Inc | COM | 02156B103 | 9,238 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
Amazon.com Inc | COM | 023135106 | 2,021 | 1,165 | SH | SOLE | 1,165 | 0 | 0 | ||
Apple Inc | COM | 037833100 | 3,608 | 16,110 | SH | SOLE | 16,110 | 0 | 0 | ||
AXT Inc | COM | 00246W103 | 532 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
Ballard Power Systems Inc | COM | 058586108 | 3,116 | 640,000 | SH | SOLE | 640,000 | 0 | 0 | ||
Bandwidth Inc | COM | 05988J103 | 835 | 12,841 | SH | SOLE | 12,841 | 0 | 0 | ||
Boingo Wireless Inc | COM | 09739C102 | 2,683 | 241,739 | SH | SOLE | 241,739 | 0 | 0 | ||
Bottomline Technologies de Inc | COM | 101388106 | 5,855 | 148,800 | SH | SOLE | 148,800 | 0 | 0 | ||
Brightcove Inc | COM | 10921T101 | 4,936 | 471,000 | SH | SOLE | 471,000 | 0 | 0 | ||
Cadence Design Systems Inc | COM | 127387108 | 1,394 | 21,100 | SH | SOLE | 21,100 | 0 | 0 | ||
Celestica Inc | COM | 15101Q108 | 2,148 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
Ceva Inc | COM | 157210105 | 9,497 | 318,382 | SH | SOLE | 318,382 | 0 | 0 | ||
Check Point Software Technologies Ltd | COM | 162825103 | 1,248 | 11,400 | SH | SOLE | 11,400 | 0 | 0 | ||
ChipMOS TECHNOLOGIES INC | ADR | 16965P202 | 1,688 | 83,485 | SH | SOLE | 83,485 | 0 | 0 | ||
Cloudera Inc | COM | 18914U100 | 5,315 | 599,908 | SH | SOLE | 599,908 | 0 | 0 | ||
Ctrip.com International Ltd | ADR | 89677Q107 | 486 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | ||
CyberArk Software Ltd | COM | M2682V108 | 5,230 | 52,400 | SH | SOLE | 52,400 | 0 | 0 | ||
DASAN Zhone Solutions Inc | COM | 23305L206 | 1,933 | 211,810 | SH | SOLE | 211,810 | 0 | 0 | ||
Descartes Systems Group Inc/The | COM | 249906108 | 18,398 | 456,300 | SH | SOLE | 456,300 | 0 | 0 | ||
Digital Turbine Inc | COM | 25400W102 | 2,125 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
eGain Corp | COM | 28225C806 | 1,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
Envestnet Inc | COM | 29404K106 | 481 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
Everspin Technologies Inc | COM | 30041T104 | 2,006 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
Fabrinet | COM | G3323L100 | 8,681 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
Fitbit Inc | COM | 33812L102 | 1,428 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
Five9 Inc | COM | 338307101 | 12,677 | 236,000 | SH | SOLE | 236,000 | 0 | 0 | ||
Gridsum Holding Inc | ADR | 398132100 | 167 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Harmonic Inc | COM | 413160102 | 3,290 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
Inphi Corp | COM | 45772F107 | 5,490 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
Intel Corp | COM | 458140100 | 978 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
Intellicheck Inc | COM | 45817G201 | 1,521 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
Inuvo Inc | COM | 46122W204 | 1,354 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
Issuer Direct Corp | COM | 46520M204 | 936 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
Kulicke & Soffa Industries Inc | COM | 501242101 | 1,638 | 69,795 | SH | SOLE | 69,795 | 0 | 0 | ||
Lantronix Inc | COM | 516548203 | 2,359 | 706,425 | SH | SOLE | 706,425 | 0 | 0 | ||
Leidos Holdings Inc | COM | 525327102 | 353 | 4,112 | SH | SOLE | 4,112 | 0 | 0 | ||
LivePerson Inc | COM | 538146101 | 17,845 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
Manhattan Associates Inc | COM | 562750109 | 3,668 | 45,500 | SH | SOLE | 45,500 | 0 | 0 | ||
Marchex Inc | COM | 56624R108 | 431 | 137,291 | SH | SOLE | 137,291 | 0 | 0 | ||
Materialise NV | ADR | 57667T100 | 1,616 | 87,456 | SH | SOLE | 87,456 | 0 | 0 | ||
MeetMe Inc | COM | 58513U101 | 1,471 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
Medallia Inc | COM | 584021109 | 54 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
Mellanox Technologies Ltd | COM | M51363113 | 21,063 | 192,270 | SH | SOLE | 192,270 | 0 | 0 | ||
Micron Technology Inc | COM | 595112103 | 1,071 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Microsoft Corp | COM | 594918104 | 4,253 | 30,600 | SH | SOLE | 30,600 | 0 | 0 | ||
Mimecast Ltd | COM | G14838109 | 8,023 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
Model N Inc | COM | 607525102 | 3,082 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
NeoPhotonics Corp | COM | 64051T100 | 852 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
nLight Inc | COM | 65487K100 | 391 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
NVIDIA Corp | COM | 67066G104 | 252 | 1,450 | SH | SOLE | 1,450 | 0 | 0 | ||
NXP Semiconductors NV | COM | N6596X109 | 414 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
One Stop Systems Inc | COM | 68247W109 | 2,282 | 776,234 | SH | SOLE | 776,234 | 0 | 0 | ||
Pegasystems Inc | COM | 705573103 | 22,800 | 335,300 | SH | SOLE | 335,300 | 0 | 0 | ||
Pluralsight Inc | COM | 72941B106 | 1,554 | 92,576 | SH | SOLE | 92,576 | 0 | 0 | ||
Power Integrations Inc | COM | 739276103 | 3,433 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
Qualys Inc | COM | 74758T303 | 6,594 | 87,250 | SH | SOLE | 87,250 | 0 | 0 | ||
RADCOM Ltd | COM | M81865111 | 1,473 | 161,000 | SH | SOLE | 161,000 | 0 | 0 | ||
RADWARE Ltd | COM | M81873107 | 18,664 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
Rapid7 Inc | COM | 753422104 | 2,362 | 52,060 | SH | SOLE | 52,060 | 0 | 0 | ||
Ribbon Communications Inc | COM | 762544104 | 3,562 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
Safeguard Scientifics Inc | COM | 786449207 | 1,258 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
SailPoint Technologies Holding Inc | COM | 78781P105 | 1,961 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
SharpSpring Inc | COM | 820054104 | 3,210 | 333,377 | SH | SOLE | 333,377 | 0 | 0 | ||
Silicom Ltd | COM | M84116108 | 1,571 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Silicon Motion Technology Corp | ADR | 82706C108 | 12,627 | 357,206 | SH | SOLE | 357,206 | 0 | 0 | ||
SITO Mobile Ltd | COM | 82988R203 | 106 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
SPS Commerce Inc | COM | 78463M107 | 4,707 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Super Micro Computer Inc | COM | 86800U104 | 3,571 | 186,000 | SH | SOLE | 186,000 | 0 | 0 | ||
Taiwan Semiconductor Manufacturing Co Ltd | ADR | 874039100 | 882 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
Tecogen Inc/Waltham MA | COM | 87876P201 | 722 | 321,078 | SH | SOLE | 321,078 | 0 | 0 | ||
Teradyne Inc | COM | 880770102 | 1,036 | 17,900 | SH | SOLE | 17,900 | 0 | 0 | ||
Tower Semiconductor Ltd | COM | M87915274 | 1,673 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
Varonis Systems Inc | COM | 922280102 | 7,893 | 132,200 | SH | SOLE | 132,200 | 0 | 0 | ||
VASCO Data Security International Inc | COM | 68287N100 | 2,900 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
Veritone Inc | COM | 92347M100 | 674 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
ViaSat Inc | COM | 92552V100 | 7,532 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Xilinx Inc | COM | 983919101 | 1,822 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
Yelp Inc | COM | 985817105 | 3,126 | 90,000 | SH | SOLE | 90,000 | 0 | 0 |