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

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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
BANDWIDTH INC COM CL A 05988J103 14,079 110,860 SH   SOLE   110,860 0 0
COHERENT INC COM 192479103 7,136 54,479 SH   SOLE   54,479 0 0
COMMSCOPE HLDG CO INC COM 20337X109 47,283 5,676,240 SH   SOLE   5,676,240 0 0
ELDORADO RESORTS INC COM 28470R102 20,371 508,501 SH   SOLE   508,501 0 0
GLU MOBILE INC COM 379890106 30,564 3,297,087 SH   SOLE   3,297,087 0 0
INPHI CORP COM 45772F107 16,702 142,146 SH   SOLE   142,146 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 30,609 1,209,612 SH   SOLE   1,209,612 0 0
QORVO INC COM 74736K101 20,203 182,787 SH   SOLE   182,787 0 0
ECHOSTAR CORP CL A 278768106 3,698 132,261 SH   SOLE   132,261 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 50,872 2,664,845 SH   SOLE   2,664,845 0 0
ZYNGA INC CL A 98986T108 19,735 2,068,639 SH   SOLE   2,068,639 0 0