The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMBER RD INC | COM | 02318Y108 | 6,398 | 679,960 | SH | SOLE | 679,960 | 0 | 0 | ||
| A10 NETWORKS INC | COM | 002121101 | 9,065 | 1,455,046 | SH | SOLE | 1,455,046 | 0 | 0 | ||
| BONANZA CREEK ENERGY INC | COM NEW | 097793400 | 9,761 | 257,751 | SH | SOLE | 257,751 | 0 | 0 | ||
| CALIX INC | COM | 13100M509 | 24,971 | 3,201,434 | SH | SOLE | 3,201,434 | 0 | 0 | ||
| CALAMP CORP | COM | 128126109 | 5,766 | 246,074 | SH | SOLE | 246,074 | 0 | 0 | ||
| ELECTRO SCIENTIFIC INDS | COM | 285229100 | 12,303 | 780,167 | SH | SOLE | 780,167 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 23,891 | 647,632 | SH | SOLE | 647,632 | 0 | 0 | ||
| GUESS INC | COM | 401617105 | 15,804 | 738,500 | SH | SOLE | 738,500 | 0 | 0 | ||
| HARMONIC INC | COM | 413160102 | 14,331 | 3,371,972 | SH | SOLE | 3,371,972 | 0 | 0 | ||
| HIGHPOINT RES CORP | COM | 43114K108 | 18,513 | 3,044,901 | SH | SOLE | 3,044,901 | 0 | 0 | ||
| II VI INC | COM | 902104108 | 8,580 | 197,469 | SH | SOLE | 197,469 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 19,517 | 1,965,427 | SH | SOLE | 1,965,427 | 0 | 0 | ||
| KEMET CORP | COM NEW | 488360207 | 7,783 | 322,282 | SH | SOLE | 322,282 | 0 | 0 | ||
| KIRKLANDS INC | COM | 497498105 | 10,281 | 883,247 | SH | SOLE | 883,247 | 0 | 0 | ||
| MCBC HLDGS INC | COM | 55276F107 | 15,946 | 550,829 | SH | SOLE | 550,829 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 3,326 | 155,135 | SH | SOLE | 155,135 | 0 | 0 | ||
| MAXLINEAR INC | COM | 57776J100 | 8,498 | 545,100 | SH | SOLE | 545,100 | 0 | 0 | ||
| OCLARO INC | COM NEW | 67555N206 | 20,175 | 2,259,192 | SH | SOLE | 2,259,192 | 0 | 0 | ||
| PDF SOLUTIONS INC | COM | 693282105 | 17,397 | 1,452,205 | SH | SOLE | 1,452,205 | 0 | 0 | ||
| PRIMORIS SVCS CORP | COM | 74164F103 | 4,113 | 151,045 | SH | SOLE | 151,045 | 0 | 0 | ||
| QAD INC | CL A | 74727D306 | 6,095 | 121,530 | SH | SOLE | 121,530 | 0 | 0 | ||
| SEQUANS COMMUNICATIONS S A | SPONSORED ADS | 817323108 | 9,709 | 4,759,354 | SH | SOLE | 4,759,354 | 0 | 0 | ||
| STAGE STORES INC | COM NEW | 85254C305 | 5,006 | 2,077,143 | SH | SOLE | 2,077,143 | 0 | 0 | ||
| TILLYS INC | CL A | 886885102 | 8,804 | 581,136 | SH | SOLE | 581,136 | 0 | 0 | ||
| TELENAV INC | COM | 879455103 | 21,891 | 3,909,155 | SH | SOLE | 3,909,155 | 0 | 0 | ||
| ZUMIEZ INC | COM | 989817101 | 676 | 26,994 | SH | SOLE | 26,994 | 0 | 0 | ||