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
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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
ERICSSON (LM) TEL-SP ADR 294821608   1,090,000 200,000 SH   SOLE   200,000 0 0
UBISOFT ENTERTAIN-UNSPON ADR 90348R102   3,948,000 705,000 SH   SOLE   705,000 0 0
ACACIA RESEARCH - ACACIA TECHN COM 003881307   1,040,000 250,000 SH   SOLE   250,000 0 0
ARTERIS INC COM 04302A104   1,329,900 195,000 SH   SOLE   195,000 0 0
AMBARELLA INC COM G037AX101   2,091,750 25,000 SH   SOLE   25,000 0 0
AMAZON.COM INC COM 023135106   3,910,800 30,000 SH   SOLE   30,000 0 0
ARISTA NETWORKS INC COM 040413106   1,620,600 10,000 SH   SOLE   10,000 0 0
ANGI INC COM 00183L102   11,880,000 3,600,000 SH   SOLE   3,600,000 0 0
ASANA INC CL A 04342Y104   13,775,000 625,000 SH   SOLE   625,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109   3,372,000 40,000 SH   SOLE   40,000 0 0
BOX INC CL A 10316T104   1,762,800 60,000 SH   SOLE   60,000 0 0
CASA SYSTEMS INC COM 14713L102   3,294,000 2,700,000 SH   SOLE   2,700,000 0 0
COGNYTE SOFTWARE LTD -W/I COM M25133105   8,069,250 1,325,000 SH   SOLE   1,325,000 0 0
CRESCO LABS INC-SUBORDINATE COM 22587M106   301,000 200,000 SH   SOLE   200,000 0 0
CERAGON NETWORKS LTD ORD M22013102   808,500 385,000 SH   SOLE   385,000 0 0
CURALEAF HOLDINGS INC COM 23126M102   231,900 75,000 SH   SOLE   75,000 0 0
DOCUSIGN INC COM 256163106   3,065,400 60,000 SH   SOLE   60,000 0 0
ELASTIC NV ORD SHS N14506104   2,564,800 40,000 SH   SOLE   40,000 0 0
EVERBRIDGE INC COM 29978A104   4,438,500 165,000 SH   SOLE   165,000 0 0
FARO TECHNOLOGIES INC COM 311642102   1,701,000 105,000 SH   SOLE   105,000 0 0
GENIUS SPORTS LTD COM G3934V109   5,354,350 865,000 SH   SOLE   865,000 0 0
GREEN THUMB INDUSTRIES INC COM 39342L108   304,800 40,000 SH   SOLE   40,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   7,608,000 100,000 SH   SOLE   100,000 0 0
HUDSON TECHNOLOGIES INC COM 444144109   1,683,500 175,000 SH   SOLE   175,000 0 0
HARTE-HANKS INC COM 416196202   3,918,200 715,000 SH   SOLE   715,000 0 0
IAC INC COM 44891N208   4,710,000 75,000 SH   SOLE   75,000 0 0
INTEL CORP COM 458140100   6,688,000 200,000 SH   SOLE   200,000 0 0
INTEVAC INC COM 461148108   937,500 250,000 SH   SOLE   250,000 0 0
NEXTDOOR HOLDINGS INC COM 65345M108   2,934,000 900,000 SH   SOLE   900,000 0 0
META PLATFORMS INC CL A 30303M102   1,721,880 6,000 SH   SOLE   6,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,586,800 60,000 SH   SOLE   60,000 0 0
MATRIX SERVICE CO COM 576853105   2,768,300 470,000 SH   SOLE   470,000 0 0
NORTHWEST PIPE COMPANY COM 667746101   2,872,800 95,000 SH   SOLE   95,000 0 0
OKTA INC COM 679295105   4,854,500 70,000 SH   SOLE   70,000 0 0
COMSCORE INC COM 20564W105   4,860,000 6,000,000 SH   SOLE   6,000,000 0 0
SMARTSHEET INC COM CL A 83200N103   4,208,600 110,000 SH   SOLE   110,000 0 0
SNAP INC CL A 83304A106   5,920,000 500,000 SH   SOLE   500,000 0 0
VIMEO INC COM 92719V100   3,708,000 900,000 SH   SOLE   900,000 0 0
VERANO HOLDINGS CORP COM 92338D101   295,000 100,000 SH   SOLE   100,000 0 0
XPERI INC-W/I COM 98423J101   6,180,500 470,000 SH   SOLE   470,000 0 0
ZOOM VIDEO COMMUNICATIONS CL A 98980L101   2,375,800 35,000 SH   SOLE   35,000 0 0
CEPTON INC COM 15673X101   1,940,290 4,000,598 SH   SOLE   4,000,598 0 0
HIPPO HOLDINGS INC COM NEW 433539202   5,206,950 315,000 SH   SOLE   315,000 0 0
CALL ASAN 15 08/18/23 CALL 04342Y904   375,000 25,000 PRN Call SOLE   25,000 0 0
CALL ASAN 20 08/18/23 CALL 04342Y904   2,000,000 100,000 PRN Call SOLE   100,000 0 0
PUT EXPI 15 09/15/23 PUT 30212W950   2,250,000 150,000 PRN Put SOLE   150,000 0 0
PUT EXPI 20 09/15/23 PUT 30212W950   800,000 40,000 PRN Put SOLE   40,000 0 0
PUT EXTR 20 09/15/23 PUT 30226D956   1,200,000 60,000 PRN Put SOLE   60,000 0 0
PUT QQQ 360 08/18/23 PUT 46090E953   27,000,000 75,000 PRN Put SOLE   75,000 0 0
PUT STX 55 08/18/23 PUT G7997R953   1,375,000 25,000 PRN Put SOLE   25,000 0 0