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
A10 NETWORKS INC COM 002121101 48,992 7,691,096 SH   SOLE   7,691,096 0 0
BABCOCK & WILCOX ENTERPRISES COM 05614L209 991 426,944 SH   SOLE   426,944 0 0
BIGLARI HLDGS INC COM STK CL B 08986R309 3,189 35,827 SH   SOLE   35,827 0 0
CLOUDERA INC COM 18914U100 5,363 492,449 SH   SOLE   492,449 0 0
EMCORE CORP COM NEW 290846203 5,352 1,646,871 SH   SOLE   1,646,871 0 0
EMCORE CORP COM NEW 290846203 61 18,700 SH Call SOLE   18,700 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 2,046 375,347 SH   SOLE   375,347 0 0
IMMERSION CORP COM 452521107 20,678 2,933,086 SH   SOLE   2,933,086 0 0
KVH INDS INC COM 482738101 770 85,445 SH   SOLE   85,445 0 0
MARCUS CORP DEL COM 566330106 930 120,248 SH   SOLE   120,248 0 0
MARCUS CORP DEL COM 566330106 90 11,700 SH Call SOLE   11,700 0 0
MICRO FOCUS INTL PLC SPON ADR NEW 594837403 3,921 1,217,792 SH   SOLE   1,217,792 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 2,194 651,154 SH   SOLE   651,154 0 0
PLANTRONICS INC NEW COM 727493108 3,374 285,000 SH Call SOLE   285,000 0 0
TETRA TECHNOLOGIES INC DEL COM 88162F105 358 700,000 SH   SOLE   700,000 0 0
VEECO INSTRS INC DEL COM 922417100 6,168 528,503 SH   SOLE   528,503 0 0