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 | 107,304,334 | 466,196 | SH | SOLE | 466,196 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 98,037,137 | 3,540,525 | SH | SOLE | 3,540,525 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 24,834,734 | 479,991 | SH | SOLE | 479,991 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 62,576,100 | 362,760 | SH | SOLE | 362,760 | 0 | 0 | ||
| CARPARTS COM INC | COM | 14427M107 | 3,376,135 | 3,725,185 | SH | SOLE | 3,725,185 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 15,247,755 | 631,377 | SH | SOLE | 631,377 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 15,483,577 | 130,619 | SH | SOLE | 130,619 | 0 | 0 | ||
| EGAIN CORP | COM NEW | 28225C806 | 13,626,399 | 2,671,843 | SH | SOLE | 2,671,843 | 0 | 0 | ||
| GARMIN LTD | SHS | H2906T109 | 8,449,440 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 539,815 | 23,010 | SH | SOLE | 23,010 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 303,244,242 | 391,581 | SH | SOLE | 391,581 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 219,644,667 | 269,146 | SH | SOLE | 269,146 | 0 | 0 | ||
| PETMED EXPRESS INC | COM | 716382106 | 1,603,906 | 435,844 | SH | SOLE | 435,844 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 8,092,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PROGRESS SOFTWARE CORP | COM | 743312100 | 34,264,921 | 508,608 | SH | SOLE | 508,608 | 0 | 0 | ||