The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 5,254 86,000 SH   SOLE   86,000 0 0
58.com Inc ADR 31680Q104 389 8,000 SH   SOLE   8,000 0 0
AXT Inc COM 00246W103 480 150,000 SH   SOLE   150,000 0 0
Adesto Technologies Corp COM 00687D101 4,818 431,000 SH   SOLE   431,000 0 0
Advanced Micro Devices Inc COM 007903107 1,922 42,300 SH   SOLE   42,300 0 0
Agilysys Inc COM 00847J105 1,275 77,000 SH   SOLE   77,000 0 0
Akamai Technologies Inc COM 00971T101 1,390 15,200 SH   SOLE   15,200 0 0
Akoustis Technologies Inc COM 00973N102 3,325 628,636 SH   SOLE   628,636 0 0
Alibaba Group Holding Ltd ADR 01609W102 1,126 5,800 SH   SOLE   5,800 0 0
Alpha & Omega Semiconductor Ltd COM G6331P104 119 18,798 SH   SOLE   18,798 0 0
Alphabet Inc COM 02079K305 3,377 2,907 SH   SOLE   2,907 0 0
Alteryx Inc COM 02156B103 8,174 86,000 SH   SOLE   86,000 0 0
Amazon.com Inc COM 023135106 2,529 1,300 SH   SOLE   1,300 0 0
Apple Inc COM 037833100 3,079 12,110 SH   SOLE   12,110 0 0
Arrow Electronics Inc COM 042735100 404 7,800 SH   SOLE   7,800 0 0
Ballard Power Systems Inc COM 058586108 4,864 640,000 SH   SOLE   640,000 0 0
Bandwidth Inc COM 05988J103 4,896 72,841 SH   SOLE   72,841 0 0
Boingo Wireless Inc COM 09739C102 3,717 351,739 SH   SOLE   351,739 0 0
Bottomline Technologies de Inc COM 101388106 5,438 148,800 SH   SOLE   148,800 0 0
Brightcove Inc COM 10921T101 3,278 471,000 SH   SOLE   471,000 0 0
Cadence Design Systems Inc COM 127387108 1,393 21,100 SH   SOLE   21,100 0 0
Celestica Inc COM 15101Q108 1,053 300,000 SH   SOLE   300,000 0 0
Ceva Inc COM 157210105 6,080 244,882 SH   SOLE   244,882 0 0
Check Point Software Technologies Ltd COM 162825103 924 9,200 SH   SOLE   9,200 0 0
ChipMOS TECHNOLOGIES INC ADR 16965P202 1,452 83,485 SH   SOLE   83,485 0 0
Cloudera Inc COM 18914U100 4,715 599,908 SH   SOLE   599,908 0 0
CyberArk Software Ltd COM M2682V108 4,468 52,400 SH   SOLE   52,400 0 0
DASAN Zhone Solutions Inc COM 23305L206 866 211,810 SH   SOLE   211,810 0 0
Descartes Systems Group Inc/The COM 249906108 15,664 456,300 SH   SOLE   456,300 0 0
Digital Turbine Inc COM 25400W102 1,422 330,000 SH   SOLE   330,000 0 0
Everspin Technologies Inc COM 30041T104 655 255,000 SH   SOLE   255,000 0 0
Fabrinet COM G3323L100 9,680 177,500 SH   SOLE   177,500 0 0
Fitbit Inc COM 33812L102 2,497 375,000 SH   SOLE   375,000 0 0
Five9 Inc COM 338307101 18,044 236,000 SH   SOLE   236,000 0 0
Gridsum Holding Inc ADR 398132100 68 100,000 SH   SOLE   100,000 0 0
Harmonic Inc COM 413160102 2,875 500,000 SH   SOLE   500,000 0 0
IAC/InterActiveCorp COM 44919P508 734 4,100 SH   SOLE   4,100 0 0
Inphi Corp COM 45772F107 7,093 90,000 SH   SOLE   90,000 0 0
Intel Corp COM 458140100 1,028 19,000 SH   SOLE   19,000 0 0
Intellicheck Inc COM 45817G201 1,058 315,000 SH   SOLE   315,000 0 0
Inuvo Inc COM 46122W204 1,350 6,142,857 SH   SOLE   6,142,857 0 0
Issuer Direct Corp COM 46520M204 798 90,000 SH   SOLE   90,000 0 0
Kulicke & Soffa Industries Inc COM 501242101 1,453 69,795 SH   SOLE   69,795 0 0
Lantronix Inc COM 516548203 1,377 706,425 SH   SOLE   706,425 0 0
Leidos Holdings Inc COM 525327102 376 4,112 SH   SOLE   4,112 0 0
LivePerson Inc COM 538146101 11,370 500,000 SH   SOLE   500,000 0 0
Manhattan Associates Inc COM 562750109 2,266 45,500 SH   SOLE   45,500 0 0
Marchex Inc COM 56624R108 196 137,291 SH   SOLE   137,291 0 0
Materialise NV ADR 57667T100 1,624 87,456 SH   SOLE   87,456 0 0
Medallia Inc COM 584021109 540 27,000 SH   SOLE   27,000 0 0
MeetMe Inc COM 58513U101 2,628 450,000 SH   SOLE   450,000 0 0
Mellanox Technologies Ltd COM M51363113 23,316 192,270 SH   SOLE   192,270 0 0
Micron Technology Inc COM 595112103 1,051 25,000 SH   SOLE   25,000 0 0
Microsoft Corp COM 594918104 4,277 27,132 SH   SOLE   27,132 0 0
Mimecast Ltd COM G14838109 7,940 225,000 SH   SOLE   225,000 0 0
Model N Inc COM 607525102 2,457 111,000 SH   SOLE   111,000 0 0
NVIDIA Corp COM 67066G104 382 1,450 SH   SOLE   1,450 0 0
NXP Semiconductors NV COM N6596X109 821 9,923 SH   SOLE   9,923 0 0
NeoPhotonics Corp COM 64051T100 1,015 140,000 SH   SOLE   140,000 0 0
NetApp Inc COM 64110D104 635 15,250 SH   SOLE   15,250 0 0
One Stop Systems Inc COM 68247W109 1,074 746,234 SH   SOLE   746,234 0 0
Ooma Inc COM 683416101 1,709 144,000 SH   SOLE   144,000 0 0
Pegasystems Inc COM 705573103 23,880 335,300 SH   SOLE   335,300 0 0
Pluralsight Inc COM 72941B106 1,642 150,000 SH   SOLE   150,000 0 0
Power Integrations Inc COM 739276103 3,349 38,000 SH   SOLE   38,000 0 0
Qualys Inc COM 74758T303 7,577 87,250 SH   SOLE   87,250 0 0
RADA Electronic Industries Ltd COM M81863124 1,214 350,000 SH   SOLE   350,000 0 0
RADCOM Ltd COM M81865111 969 161,000 SH   SOLE   161,000 0 0
RADWARE Ltd COM M81873107 16,208 770,000 SH   SOLE   770,000 0 0
Rapid7 Inc COM 753422104 2,247 52,060 SH   SOLE   52,060 0 0
Resonant Inc COM 76118L102 1,470 1,000,000 SH   SOLE   1,000,000 0 0
Ribbon Communications Inc COM 762544104 1,823 610,000 SH   SOLE   610,000 0 0
SPS Commerce Inc COM 78463M107 4,649 100,000 SH   SOLE   100,000 0 0
Safeguard Scientifics Inc COM 786449207 613 111,000 SH   SOLE   111,000 0 0
SailPoint Technologies Holding Inc COM 78781P105 2,352 155,000 SH   SOLE   155,000 0 0
SharpSpring Inc COM 820054104 2,318 388,293 SH   SOLE   388,293 0 0
Silicom Ltd COM M84116108 1,345 50,000 SH   SOLE   50,000 0 0
Silicon Motion Technology Corp ADR 82706C108 13,095 357,206 SH   SOLE   357,206 0 0
Super Micro Computer Inc COM 86800U104 6,037 286,000 SH   SOLE   286,000 0 0
TTEC Holdings Inc COM 89854H102 1,463 40,000 SH   SOLE   40,000 0 0
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 454 9,500 SH   SOLE   9,500 0 0
Tecogen Inc/Waltham MA COM 87876P201 298 321,078 SH   SOLE   321,078 0 0
Teradyne Inc COM 880770102 969 17,900 SH   SOLE   17,900 0 0
Tower Semiconductor Ltd COM M87915274 1,384 87,000 SH   SOLE   87,000 0 0
VASCO Data Security International Inc COM 68287N100 3,616 200,000 SH   SOLE   200,000 0 0
Varonis Systems Inc COM 922280102 9,680 153,000 SH   SOLE   153,000 0 0
Veritone Inc COM 92347M100 440 190,000 SH   SOLE   190,000 0 0
ViaSat Inc COM 92552V100 3,591 100,000 SH   SOLE   100,000 0 0
Vicor Corp COM 925815102 2,302 52,000 SH   SOLE   52,000 0 0
Xilinx Inc COM 983919101 1,477 19,000 SH   SOLE   19,000 0 0
Yelp Inc COM 985817105 1,619 90,000 SH   SOLE   90,000 0 0
Zscaler Inc COM 98980G102 1,639 27,000 SH   SOLE   27,000 0 0
nLight Inc COM 65487K100 260 25,000 SH   SOLE   25,000 0 0