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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANALOG DEVICES INC COM 032654105   91,943,175 466,196 SH   SOLE   466,196 0 0
ASPEN AEROGELS INC COM 04523Y105   23,800,947 3,194,758 SH   SOLE   3,194,758 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   47,130,176 679,991 SH   SOLE   679,991 0 0
BROADCOM INC COM 11135F101   10,264,640 16,000 SH   SOLE   16,000 0 0
CARPARTS COM INC COM 14427M107   15,368,312 2,877,961 SH   SOLE   2,877,961 0 0
CEVA INC COM 157210105   19,212,802 631,377 SH   SOLE   631,377 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,252,190 130,619 SH   SOLE   130,619 0 0
EGAIN CORP COM NEW 28225C806   20,279,289 2,671,843 SH   SOLE   2,671,843 0 0
GARMIN LTD SHS H2906T109   4,844,160 48,000 SH   SOLE   48,000 0 0
INTEL CORP COM 458140100   751,736 23,010 SH   SOLE   23,010 0 0
KLA CORP COM NEW 482480100   157,971,527 395,750 SH   SOLE   395,750 0 0
LAM RESEARCH CORP COM 512807108   142,679,677 269,146 SH   SOLE   269,146 0 0
PETMED EXPRESS INC COM 716382106   7,078,107 435,844 SH   SOLE   435,844 0 0
PROGRESS SOFTWARE CORP COM 743312100   29,219,530 508,608 SH   SOLE   508,608 0 0
VMWARE INC CL A COM 928563402   19,284,331 154,460 SH   SOLE   154,460 0 0