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
ALTERA CORP Common Stock 021441100 39,265 766,900 SH   SOLE   766,900 0 0
ANIKA THERAPEUTICS INC FRMLY ANIKA Common Stock 035255108 413 12,500 SH   SOLE   12,500 0 0
BANKRATE INC COM USD0.01 Common Stock 06647F102 4,789 456,506 SH   SOLE   456,506 0 0
CELGENE CORP Common Stock 151020104 241,457 2,086,290 SH   SOLE   2,086,290 0 0
CEVA INC COM ISIN #US1572101053 Common Stock 157210105 14,453 743,836 SH   SOLE   743,836 0 0
DEVON ENERGY CORP NEW Common Stock 25179M103 7,139 120,000 SH   SOLE   120,000 0 0
DIGITAL TURBINE INC COM NEW Common Stock 25400W102 3,725 1,233,456 SH   SOLE   1,051,856 0 0
E M C CORP MASS Common Stock 268648102 18,429 698,350 SH   SOLE   698,350 0 0
EGAIN CORP COM NEW ISIN #US28225C8064 Common Stock 28225C806 10,029 2,001,843 SH   SOLE   2,001,843 0 0
ENERNOC INC Common Stock 292764107 5,384 555,000 SH   SOLE   555,000 0 0
INTEL CORP Common Stock 458140100 1,004 33,010 SH   SOLE   33,010 0 0
KLA-TENCOR CORP COM Common Stock 482480100 20,278 360,750 SH   SOLE   360,750 0 0
LAM RESEARCH CORP Common Stock 512807108 23,958 294,504 SH   SOLE   294,504 0 0
MAXIM INTEGRATED PRODS INC Common Stock 57772K101 24,803 717,375 SH   SOLE   717,375 0 0
NEWSTAR FINL INC COM Common Stock 65251F105 24,829 2,257,204 SH   SOLE   2,257,204 0 0
OVERSTOCK COM INC DEL COM Common Stock 690370101 556 24,662 SH   SOLE   24,662 0 0
PETMED EXPRESS INC COM Common Stock 716382106 6,453 373,675 SH   SOLE   373,675 0 0
PROGRESS SOFTWARE CORP COM Common Stock 743312100 16,844 612,526 SH   SOLE   612,526 0 0
UNI-PIXEL INC COM NEW Common Stock 904572203 1,014 394,431 SH   SOLE   223 0 0
VMWARE INC CL A COM Common Stock 928563402 7,931 92,500 SH   SOLE   92,500 0 0