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
AEROHIVE NETWORKS INC COM 007786106 4,558 1,028,931 SH   SOLE   1,028,931 0 0
ALLOT COMMUNICATIONS LTD SHS M0854Q105 2,309 320,304 SH   SOLE   320,304 0 0
AMBARELLA INC SHS G037AX101 1,966 44,551 SH   SOLE   44,551 0 0
ASURE SOFTWARE INC COM 04649U102 775 94,108 SH   SOLE   94,108 0 0
ASV HLDGS INC COM 00215L104 3,193 466,155 SH   SOLE   466,155 0 0
CHEGG INC COM 163092109 2,557 66,265 SH   SOLE   66,265 0 0
CLOUDERA INC COM 18914U100 789 150,000 SH   SOLE   150,000 0 0
CRITEO SA-SPON ADR SPONS ADS 226718104 4,144 240,772 SH   SOLE   240,772 0 0
DIGITAL TURBINE INC COM NEW 25400W102 7,891 1,578,243 SH   SOLE   1,578,243 0 0
EGAIN COR COM NEW 28225C806 1,032 126,801 SH   SOLE   126,801 0 0
EMCORE CORP COM NEW 290846203 2,057 625,145 SH   SOLE   625,145 0 0
FIREEYE INC COM 31816Q101 3,143 212,251 SH   SOLE   212,251 0 0
FIVE9 INC COM 338307101 1,741 33,942 SH   SOLE   33,942 0 0
GAIA INC-CLASS A CL A 36269P104 1,679 221,506 SH   SOLE   221,506 0 0
GSE SYSTEMS INC COM 36227K106 1,841 786,638 SH   SOLE   786,638 0 0
ICHOR HOLDINGS SHS G4740B105 3,498 147,984 SH   SOLE   147,984 0 0
II VI INC COM 902104108 3,005 82,200 SH   SOLE   82,200 0 0
INPHI CORP COM 45772F107 4,833 96,476 SH   SOLE   96,476 0 0
KRATOS DEFENSE & SECURITY COM NEW 50077B207 18,878 824,739 SH   SOLE   824,739 0 0
KRYSTAL BIOTECH INC COM 501147102 2,720 67,533 SH   SOLE   67,533 0 0
LENDINGTREE INC COM 52603B107 3,042 7,242 SH   SOLE   7,242 0 0
MACOM TECH SOLUTIONS HLDGS COM 55405Y100 3,820 252,500 SH   SOLE   252,500 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2,667 257,653 SH   SOLE   257,653 0 0
MARCHEX INC-CLASS B CL B 56624R108 3,491 742,821 SH   SOLE   742,821 0 0
MICROSTRATEGY INC CL A NEW 594972408 3,554 24,800 SH   SOLE   24,800 0 0
MITEK SYS INC COM NEW 606710200 4,299 432,493 SH   SOLE   432,493 0 0
MOBILEIRON INC COM NEW 60739U204 3,433 553,778 SH   SOLE   553,778 0 0
NANOMETRICS INC COM 630077105 1,423 41,000 SH   SOLE   41,000 0 0
PIXELWORKS INC COM NEW 72581M305 491 166,288 SH   SOLE   166,288 0 0
POWER SOLUTIONS INTERNATIONA COM 73933G202 6,728 690,074 SH   SOLE   690,074 0 0
RAPID7 INC COM 753422104 2,828 48,890 SH   SOLE   48,890 0 0
RUBICON PROJECT INC/THE COM 78112V102 538 84,557 SH   SOLE   84,557 0 0
SHARPSPRING INC COM 820054104 1,376 105,910 SH   SOLE   105,910 0 0
TECHTARGET COM 87874R100 2,847 133,966 SH   SOLE   133,966 0 0
TELARIA INC COM 879181105 4,958 659,289 SH   SOLE   659,289 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,027 65,100 SH   SOLE   65,100 0 0
USA TECHNOLOGIES INC COM NO PAR 90328S500 2,995 403,031 SH   SOLE   403,031 0 0
VARONIS SYSTEMS INC COM 922280102 3,412 55,086 SH   SOLE   55,086 0 0
VICOR CORP COM 925815102 4,099 132,000 SH   SOLE   132,000 0 0
VIRTUSA CORP COM 92827P102 4,387 98,737 SH   SOLE   98,737 0 0