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
ASPEN AEROGELS INC COM Common Stock 04523Y105 135,258 2,939,758 SH   SOLE   2,939,758 0 0
BRISTOL-MYERS SQUIBB COM Common Stock 110122108 40,235 679,991 SH   SOLE   679,991 0 0
BROADCOM INC COM Common Stock 11135F101 7,759 16,000 SH   SOLE   16,000 0 0
CARPARTS COM INC COM Common Stock 14427M107 7,475 478,858 SH   SOLE   478,858 0 0
CEVA INC COM Common Stock 157210105 26,941 631,377 SH   SOLE   631,377 0 0
DELL TECHNOLOGIES IN CL C Common Stock 24703L202 14,630 140,619 SH   SOLE   140,619 0 0
EGAIN CORP COM NEW Common Stock 28225C806 25,876 2,536,843 SH   SOLE   2,536,843 0 0
ANALOG DEVICES INC COM Common Stock 032654105 78,330 467,696 SH   SOLE   467,696 0 0
INTEL CORP COM Common Stock 458140100 1,759 33,010 SH   SOLE   33,010 0 0
KLA CORP COM NEW Common Stock 482480100 134,055 400,750 SH   SOLE   400,750 0 0
LAM RESEARCH CORP COM Common Stock 512807108 162,348 285,246 SH   SOLE   285,246 0 0
NOKIA CORP SPONSORED ADR Common Stock 654902204 545 100,000 SH   SOLE   100,000 0 0
PETMED EXPRESS INC COM Common Stock 716382106 8,966 333,675 SH   SOLE   333,675 0 0
PROGRESS SOFTWARE CO COM Common Stock 743312100 30,130 612,526 SH   SOLE   612,526 0 0
SELECT SECTOR SPDR T ENERGY Common Stock 81369Y506 5,209 100,000 SH   SOLE   100,000 0 0
SONOS INC COM Common Stock 83570H108 21,034 650,000 SH   SOLE   650,000 0 0
VMWARE INC CL A COM Common Stock 928563402 13,755 92,500 SH   SOLE   92,460 0 0
GARMIN LTD SHS Common Stock H2906T109 7,462 48,000 SH   SOLE   48,000 0 0