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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ANALOG DEVICES INC | COM | 032654105 | 90,819,643 | 466,196 | SH | SOLE | 466,196 | 0 | 0 | |||
ASPEN AEROGELS INC | COM | 04523Y105 | 25,206,640 | 3,194,758 | SH | SOLE | 3,194,758 | 0 | 0 | |||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 43,485,424 | 679,991 | SH | SOLE | 679,991 | 0 | 0 | |||
BROADCOM INC | COM | 11135F101 | 13,878,880 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||
CARPARTS COM INC | COM | 14427M107 | 14,202,476 | 3,341,759 | SH | SOLE | 3,341,759 | 0 | 0 | |||
CEVA INC | COM | 157210105 | 16,131,682 | 631,377 | SH | SOLE | 631,377 | 0 | 0 | |||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 7,067,794 | 130,619 | SH | SOLE | 130,619 | 0 | 0 | |||
EGAIN CORP | COM NEW | 28225C806 | 20,012,104 | 2,671,843 | SH | SOLE | 2,671,843 | 0 | 0 | |||
GARMIN LTD | SHS | H2906T109 | 5,005,920 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | |||
INTEL CORP | COM | 458140100 | 769,454 | 23,010 | SH | SOLE | 23,010 | 0 | 0 | |||
KLA CORP | COM NEW | 482480100 | 190,671,062 | 393,120 | SH | SOLE | 393,120 | 0 | 0 | |||
LAM RESEARCH CORP | COM | 512807108 | 173,023,198 | 269,146 | SH | SOLE | 269,146 | 0 | 0 | |||
PETMED EXPRESS INC | COM | 716382106 | 6,010,289 | 435,844 | SH | SOLE | 435,844 | 0 | 0 | |||
PROGRESS SOFTWARE CORP | COM | 743312100 | 29,550,125 | 508,608 | SH | SOLE | 508,608 | 0 | 0 | |||
VMWARE INC | CL A COM | 928563402 | 22,194,357 | 154,460 | SH | SOLE | 154,460 | 0 | 0 |