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 | 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 |