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
Estimated average burden
hours per response: 23.8

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 6,706 86,000 SH   SOLE   86,000 86,000 86,000
AXT Inc COM 00246W103 918 150,000 SH   SOLE   150,000 150,000 150,000
Advanced Micro Devices Inc COM 007903107 3,465 42,300 SH   SOLE   42,300 42,300 42,300
Agilysys Inc COM 00847J105 1,861 77,000 SH   SOLE   77,000 77,000 77,000
Akamai Technologies Inc COM 00971T101 1,679 15,200 SH   SOLE   15,200 15,200 15,200
Akoustis Technologies Inc COM 00973N102 5,129 628,636 SH   SOLE   628,636 628,636 628,636
Alibaba Group Holding Ltd ADR 01609W102 1,704 5,800 SH   SOLE   5,800 5,800 5,800
Alphabet Inc COM 02079K305 3,434 2,345 SH   SOLE   2,345 2,345 2,345
Alteryx Inc COM 02156B103 1,721 15,175 SH   SOLE   15,175 15,175 15,175
Amazon.com Inc COM 023135106 4,090 1,300 SH   SOLE   1,300 1,300 1,300
Apple Inc COM 037833100 5,600 48,440 SH   SOLE   48,440 48,440 48,440
Arista Networks Inc COM 040413106 951 4,600 SH   SOLE   4,600 4,600 4,600
Arrow Electronics Inc COM 042735100 613 7,800 SH   SOLE   7,800 7,800 7,800
Ballard Power Systems Inc COM 058586108 9,651 640,000 SH   SOLE   640,000 640,000 640,000
Bandwidth Inc COM 05988J103 12,715 72,841 SH   SOLE   72,841 72,841 72,841
Boingo Wireless Inc COM 09739C102 3,584 351,739 SH   SOLE   351,739 351,739 351,739
Bottomline Technologies de Inc COM 101388106 6,863 162,800 SH   SOLE   162,800 162,800 162,800
Brightcove Inc COM 10921T101 4,818 471,000 SH   SOLE   471,000 471,000 471,000
CYREN Ltd COM M26895108 31 27,978 SH   SOLE   27,978 27,978 27,978
Cadence Design Systems Inc COM 127387108 2,248 21,100 SH   SOLE   21,100 21,100 21,100
CalAmp Corp COM 128126109 1,795 250,000 SH   SOLE   250,000 250,000 250,000
Celestica Inc COM 15101Q108 2,069 300,000 SH   SOLE   300,000 300,000 300,000
Ceva Inc COM 157210105 9,628 244,882 SH   SOLE   244,882 244,882 244,882
Check Point Software Technologies Ltd COM 162825103 1,106 9,200 SH   SOLE   9,200 9,200 9,200
ChipMOS TECHNOLOGIES INC ADR 16965P202 1,607 83,485 SH   SOLE   83,485 83,485 83,485
Cloudera Inc COM 18914U100 6,786 623,721 SH   SOLE   623,721 623,721 623,721
CyberArk Software Ltd COM M2682V108 4,828 46,700 SH   SOLE   46,700 46,700 46,700
DSP Group Inc COM 23332B106 1,807 137,000 SH   SOLE   137,000 137,000 137,000
DZS Inc COM 268211109 1,982 211,810 SH   SOLE   211,810 211,810 211,810
Descartes Systems Group Inc/The COM 249906108 19,300 338,600 SH   SOLE   338,600 338,600 338,600
Digital Turbine Inc COM 25400W102 10,800 330,000 SH   SOLE   330,000 330,000 330,000
Everspin Technologies Inc COM 30041T104 1,443 255,000 SH   SOLE   255,000 255,000 255,000
Fabrinet COM G3323L100 11,186 177,500 SH   SOLE   177,500 177,500 177,500
FireEye Inc COM 31816Q101 4,713 382,000 SH   SOLE   382,000 382,000 382,000
Fitbit Inc COM 33812L102 2,610 375,000 SH   SOLE   375,000 375,000 375,000
Five9 Inc COM 338307101 25,655 198,050 SH   SOLE   198,050 198,050 198,050
Harmonic Inc COM 413160102 2,317 416,000 SH   SOLE   416,000 416,000 416,000
IAC/InterActiveCorp COM 44891N109 491 4,100 SH   SOLE   4,100 4,100 4,100
Inphi Corp COM 45772F107 5,903 52,600 SH   SOLE   52,600 52,600 52,600
Intel Corp COM 458140100 983 19,000 SH   SOLE   19,000 19,000 19,000
Intellicheck Inc COM 45817G201 2,482 372,700 SH   SOLE   372,700 372,700 372,700
Inuvo Inc COM 46122W204 2,133 5,892,857 SH   SOLE   5,892,857 5,892,857 5,892,857
Issuer Direct Corp COM 46520M204 1,783 90,000 SH   SOLE   90,000 90,000 90,000
Kulicke & Soffa Industries Inc COM 501242101 3,432 153,295 SH   SOLE   153,295 153,295 153,295
Lantronix Inc COM 516548203 3,390 706,425 SH   SOLE   706,425 706,425 706,425
Leidos Holdings Inc COM 525327102 366 4,112 SH   SOLE   4,112 4,112 4,112
LivePerson Inc COM 538146101 25,090 482,700 SH   SOLE   482,700 482,700 482,700
ManTech International Corp/VA COM 564563104 2,513 36,485 SH   SOLE   36,485 36,485 36,485
Manhattan Associates Inc COM 562750109 4,344 45,500 SH   SOLE   45,500 45,500 45,500
Materialise NV ADR 57667T100 979 87,456 SH   SOLE   87,456 87,456 87,456
Match Group Inc COM 57667L107 3,226 8,849 SH   SOLE   8,849 8,849 8,849
Medallia Inc COM 584021109 684 25,000 SH   SOLE   25,000 25,000 25,000
Micron Technology Inc COM 595112103 1,174 25,000 SH   SOLE   25,000 25,000 25,000
Microsoft Corp COM 594918104 5,700 27,132 SH   SOLE   27,132 27,132 27,132
Mimecast Ltd COM G14838109 11,483 245,000 SH   SOLE   245,000 245,000 245,000
Model N Inc COM 607525102 3,917 111,000 SH   SOLE   111,000 111,000 111,000
NVIDIA Corp COM 67066G104 784 1,450 SH   SOLE   1,450 1,450 1,450
NeoPhotonics Corp COM 64051T100 852 140,000 SH   SOLE   140,000 140,000 140,000
NetApp Inc COM 64110D104 668 15,250 SH   SOLE   15,250 15,250 15,250
One Stop Systems Inc COM 68247W109 1,567 746,234 SH   SOLE   746,234 746,234 746,234
Ooma Inc COM 683416101 2,939 225,400 SH   SOLE   225,400 225,400 225,400
PagerDuty Inc COM 69553P100 2,085 77,000 SH   SOLE   77,000 77,000 77,000
Pegasystems Inc COM 705573103 40,584 335,300 SH   SOLE   335,300 335,300 335,300
Ping Identity Holding Corp COM 72341T103 1,169 37,500 SH   SOLE   37,500 37,500 37,500
Pluralsight Inc COM 72941B106 2,568 150,000 SH   SOLE   150,000 150,000 150,000
Power Integrations Inc COM 739276103 4,210 76,000 SH   SOLE   76,000 76,000 76,000
Qualys Inc COM 74758T303 8,551 87,250 SH   SOLE   87,250 87,250 87,250
RADA Electronic Industries Ltd COM M81863124 2,075 350,000 SH   SOLE   350,000 350,000 350,000
RADCOM Ltd COM M81865111 1,471 161,000 SH   SOLE   161,000 161,000 161,000
RADWARE Ltd COM M81873107 18,649 770,000 SH   SOLE   770,000 770,000 770,000
Rapid7 Inc COM 753422104 3,186 52,060 SH   SOLE   52,060 52,060 52,060
Resonant Inc COM 76118L102 2,370 1,000,000 SH   SOLE   1,000,000 1,000,000 1,000,000
Ribbon Communications Inc COM 762544104 4,210 1,088,000 SH   SOLE   1,088,000 1,088,000 1,088,000
Rimini Street Inc COM 76674Q107 2,093 650,000 SH   SOLE   650,000 650,000 650,000
SPS Commerce Inc COM 78463M107 7,781 100,000 SH   SOLE   100,000 100,000 100,000
SailPoint Technologies Holding Inc COM 78781P105 6,130 155,000 SH   SOLE   155,000 155,000 155,000
SharpSpring Inc COM 820054104 4,325 388,293 SH   SOLE   388,293 388,293 388,293
Silicom Ltd COM M84116108 1,619 50,000 SH   SOLE   50,000 50,000 50,000
Silicon Motion Technology Corp ADR 82706C108 13,491 357,206 SH   SOLE   357,206 357,206 357,206
Sonim Technologies Inc COM 83548F101 876 1,130,000 SH   SOLE   1,130,000 1,130,000 1,130,000
Super Micro Computer Inc COM 86800U104 8,411 318,500 SH   SOLE   318,500 318,500 318,500
TTEC Holdings Inc COM 89854H102 5,769 105,800 SH   SOLE   105,800 105,800 105,800
Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 770 9,500 SH   SOLE   9,500 9,500 9,500
Talend SA ADR 874224207 1,893 48,500 SH   SOLE   48,500 48,500 48,500
Tecogen Inc/Waltham MA COM 87876P201 292 321,078 SH   SOLE   321,078 321,078 321,078
Teradyne Inc COM 880770102 1,422 17,900 SH   SOLE   17,900 17,900 17,900
Tower Semiconductor Ltd COM M87915274 1,583 87,000 SH   SOLE   87,000 87,000 87,000
Tufin Software Technologies Ltd COM M8893U102 1,724 210,000 SH   SOLE   210,000 210,000 210,000
VASCO Data Security International Inc COM 68287N100 4,187 200,000 SH   SOLE   200,000 200,000 200,000
Varonis Systems Inc COM 922280102 17,659 153,000 SH   SOLE   153,000 153,000 153,000
Veritone Inc COM 92347M100 1,736 190,000 SH   SOLE   190,000 190,000 190,000
ViaSat Inc COM 92552V100 3,437 100,000 SH   SOLE   100,000 100,000 100,000
Vicor Corp COM 925815102 9,470 122,000 SH   SOLE   122,000 122,000 122,000
Xilinx Inc COM 983919101 1,980 19,000 SH   SOLE   19,000 19,000 19,000
Yelp Inc COM 985817105 1,606 80,000 SH   SOLE   80,000 80,000 80,000
nLight Inc COM 65487K100 586 25,000 SH   SOLE   25,000 25,000 25,000