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
AMBER RD INC COM 02318Y108 2,208 300,820 SH   SOLE   300,820 0 0
A10 NETWORKS INC COM 002121101 18,454 2,390,453 SH   SOLE   2,390,453 0 0
BARRETT BILL CORP COM 06846N104 20,808 4,056,182 SH   SOLE   4,056,182 0 0
BONANZA CREEK ENERGY INC COM NEW 097793400 8,289 300,451 SH   SOLE   300,451 0 0
CALIX INC COM 13100M509 17,185 2,888,305 SH   SOLE   2,888,305 0 0
CALAMP CORP COM 128126109 10,639 496,474 SH   SOLE   496,474 0 0
CARBONITE INC COM 141337105 6,334 252,363 SH   SOLE   252,363 0 0
ENPHASE ENERGY INC COM 29355A107 4,049 1,680,106 SH   SOLE   1,680,106 0 0
ELECTRO SCIENTIFIC INDS COM 285229100 9,004 420,167 SH   SOLE   420,167 0 0
FABRINET SHS G3323L100 13,708 477,632 SH   SOLE   477,632 0 0
GUESS INC COM 401617105 16,387 970,789 SH   SOLE   970,789 0 0
HARMONIC INC COM 413160102 3,846 915,740 SH   SOLE   915,740 0 0
INFINERA CORPORATION COM 45667G103 12,370 1,954,254 SH   SOLE   1,954,254 0 0
KIRKLANDS INC COM 497498105 8,432 704,742 SH   SOLE   704,742 0 0
MCBC HLDGS INC COM 55276F107 20,864 938,989 SH   SOLE   938,989 0 0
MITCHAM INDS INC COM 606501104 1,299 409,932 SH   SOLE   409,932 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 7,839 365,135 SH   SOLE   365,135 0 0
MAXLINEAR INC COM 57776J100 6,079 230,100 SH   SOLE   230,100 0 0
OCLARO INC COM NEW 67555N206 9,268 1,375,000 SH   SOLE   1,375,000 0 0
PDF SOLUTIONS INC COM 693282105 15,908 1,013,223 SH   SOLE   1,013,223 0 0
PETROQUEST ENERGY INC COM NEW 716748306 2,186 1,156,773 SH   SOLE   1,156,773 0 0
PRIMORIS SVCS CORP COM 74164F103 4,107 151,045 SH   SOLE   151,045 0 0
QAD INC CL A 74727D306 11,538 296,992 SH   SOLE   296,992 0 0
STAGE STORES INC COM NEW 85254C305 3,870 2,303,702 SH   SOLE   2,303,702 0 0
TILLYS INC CL A 886885102 11,978 811,538 SH   SOLE   811,538 0 0
TELENAV INC COM 879455103 20,505 3,728,204 SH   SOLE   3,728,204 0 0
XCERRA CORP COM 98400J108 2,118 216,341 SH   SOLE   216,341 0 0
ZUMIEZ INC COM 989817101 5,415 260,000 SH   SOLE   260,000 0 0