The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ANALOG DEVICES INC COM | Common Stock | 032654105 | 82,207 | 467,696 | SH | SOLE | 467,696 | 0 | 0 | ||
ASPEN AEROGELS INC COM | Common Stock | 04523Y105 | 146,371 | 2,939,758 | SH | SOLE | 2,939,758 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB COM | Common Stock | 110122108 | 42,397 | 679,991 | SH | SOLE | 679,991 | 0 | 0 | ||
BROADCOM INC COM | Common Stock | 11135F101 | 10,647 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
CARPARTS COM INC COM | Common Stock | 14427M107 | 17,755 | 1,585,282 | SH | SOLE | 1,585,282 | 0 | 0 | ||
CEVA INC COM | Common Stock | 157210105 | 27,301 | 631,377 | SH | SOLE | 631,377 | 0 | 0 | ||
DELL TECHNOLOGIES IN CL C | Common Stock | 24703L202 | 7,899 | 140,619 | SH | SOLE | 140,619 | 0 | 0 | ||
EGAIN CORP COM NEW | Common Stock | 28225C806 | 25,318 | 2,536,843 | SH | SOLE | 2,536,843 | 0 | 0 | ||
INTEL CORP COM | Common Stock | 458140100 | 1,700 | 33,010 | SH | SOLE | 33,010 | 0 | 0 | ||
KLA CORP COM NEW | Common Stock | 482480100 | 172,367 | 400,750 | SH | SOLE | 400,750 | 0 | 0 | ||
LAM RESEARCH CORP COM | Common Stock | 512807108 | 205,135 | 285,246 | SH | SOLE | 285,246 | 0 | 0 | ||
PETMED EXPRESS INC COM | Common Stock | 716382106 | 11,262 | 445,844 | SH | SOLE | 445,844 | 0 | 0 | ||
PROGRESS SOFTWARE CO COM | Common Stock | 743312100 | 29,567 | 612,526 | SH | SOLE | 612,526 | 0 | 0 | ||
SELECT SECTOR SPDR T ENERGY | Common Stock | 81369Y506 | 5,550 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SONOS INC COM | Common Stock | 83570H108 | 19,370 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
VMWARE INC CL A COM | Common Stock | 928563402 | 17,899 | 154,460 | SH | SOLE | 154,460 | 0 | 0 | ||
GARMIN LTD SHS | Common Stock | H2906T109 | 6,536 | 48,000 | SH | SOLE | 48,000 | 0 | 0 |