The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ANALOG DEVICES INC | COM | 032654105 | 64,959 | 466,196 | SH | SOLE | 466,196 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 29,455 | 3,194,758 | SH | SOLE | 3,194,758 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 48,340 | 679,991 | SH | SOLE | 679,991 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 7,104 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| CARPARTS COM INC | COM | 14427M107 | 17,328 | 3,351,779 | SH | SOLE | 3,351,779 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 16,561 | 631,377 | SH | SOLE | 631,377 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 4,463 | 130,619 | SH | SOLE | 130,619 | 0 | 0 | ||
| EGAIN CORP | COM NEW | 28225C806 | 19,638 | 2,671,843 | SH | SOLE | 2,671,843 | 0 | 0 | ||
| GARMIN LTD | SHS | H2906T109 | 3,854 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 593 | 23,010 | SH | SOLE | 23,010 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 119,766 | 395,750 | SH | SOLE | 395,750 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 109,890 | 300,246 | SH | SOLE | 300,246 | 0 | 0 | ||
| PETMED EXPRESS INC | COM | 716382106 | 8,508 | 435,844 | SH | SOLE | 435,844 | 0 | 0 | ||
| PROGRESS SOFTWARE CORP | COM | 743312100 | 21,641 | 508,608 | SH | SOLE | 508,608 | 0 | 0 | ||
| SONOS INC | COM | 83570H108 | 9,036 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 16,444 | 154,460 | SH | SOLE | 154,460 | 0 | 0 | ||