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 2,178 480,826 SH   SOLE   480,826 0 0
ALLOT LTD SHS M0854Q105 2,543 320,304 SH   SOLE   320,304 0 0
AMBARELLA INC SHS G037AX101 2,875 66,551 SH   SOLE   66,551 0 0
ASURE SOFTWARE INC COM 04649U102 474 77,647 SH   SOLE   77,647 0 0
ASV HLDGS LLC COM 00215L104 1,351 491,155 SH   SOLE   491,155 0 0
ATTUNITY LTD SHS NEW M15332121 6,804 290,164 SH   SOLE   290,164 0 0
CHEGG INC COM 163092109 2,526 66,265 SH   SOLE   66,265 0 0
CRITEO SA-SPON ADR SPONS ADS 226718104 2,522 125,898 SH   SOLE   125,898 0 0
DIGITAL TURBINE INC COM NEW 25400W102 6,125 1,749,915 SH   SOLE   1,749,915 0 0
EGAIN CORP COM NEW 28225C806 157 15,000 SH   SOLE   15,000 0 0
EMCORE CORP COM NEW 290846203 2,282 625,145 SH   SOLE   625,145 0 0
FIREEYE INC COM 31816Q101 3,564 212,251 SH   SOLE   212,251 0 0
FIVE9 INC COM 338307101 1,793 33,942 SH   SOLE   33,942 0 0
GAIA INC NEW CL A 36269P104 2,142 234,139 SH   SOLE   234,139 0 0
GSE SYSTEMS INC COM 36227K106 2,203 786,638 SH   SOLE   786,638 0 0
ICHOR HOLDINGS LTD SHS G4740B105 3,906 172,984 SH   SOLE   172,984 0 0
II-VI INC COM 902104108 2,421 65,000 SH   SOLE   65,000 0 0
INPHI CORP COM 45772F107 6,188 141,476 SH   SOLE   141,476 0 0
INTRICON CORP COM 46121H109 916 36,519 SH   SOLE   36,519 0 0
KRATOS DEFENSE & SECURITY COM NEW 50077B207 15,235 974,739 SH   SOLE   974,739 0 0
KRYSTAL BIOTECH INC COM 501147102 2,267 68,900 SH   SOLE   68,900 0 0
LENDINGTREE INC COM 52603B107 2,546 7,242 SH   SOLE   7,242 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 3,175 190,000 SH   SOLE   190,000 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 1,907 257,653 SH   SOLE   257,653 0 0
MARCHEX INC-CLASS B CL B 56624R108 4,025 850,854 SH   SOLE   850,854 0 0
MICROSTRATEGY INC-CL A CL A NEW 594972408 2,856 19,800 SH   SOLE   19,800 0 0
MITEK SYSTEMS INC COM NEW 606710200 5,294 432,493 SH   SOLE   432,493 0 0
MOBILEIRON INC COM NEW 60739U204 3,029 553,778 SH   SOLE   553,778 0 0
NV5 GLOBAL INC COM 62945V109 2,374 40,000 SH   SOLE   40,000 0 0
PIXELWORKS INC COM NEW 72581M305 2,078 529,997 SH   SOLE   529,997 0 0
POWER SOLUTIONS INTERNATIONA COM 73933G202 5,169 690,074 SH   SOLE   690,074 0 0
RAPID7 INC COM 753422104 2,727 53,890 SH   SOLE   53,890 0 0
RUBICON PROJECT INC/THE COM 78112V102 514 84,557 SH   SOLE   84,557 0 0
TECHTARGET COM 87874R100 2,180 133,966 SH   SOLE   133,966 0 0
TELARIA INC COM 879181105 5,272 831,592 SH   SOLE   831,592 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 2,131 128,690 SH   SOLE   128,690 0 0
USA TECHNOLOGIES INC COM NO PAR 90328S500 2,025 488,031 SH   SOLE   488,031 0 0
VARONIS SYSTEMS INC COM 922280102 3,285 55,086 SH   SOLE   55,086 0 0
VICOR CORP COM 925815102 3,093 99,700 SH   SOLE   99,700 0 0
VIRTUSA CORP COM 92827P102 5,277 98,737 SH   SOLE   98,737 0 0