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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ANGI INC | COM CL A NEW | 00183L102 | 1,151 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
ASANA INC | CL A | 04342Y104 | 1,864 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 4,990 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
BLACKBAUD INC | COM | 09227Q100 | 5,529 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
COLUMBIA CARE | COM | 197309107 | 1,430 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
COGNYTE SOFTWARE LTD | ORD SHS | M25133105 | 1,254 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 5,070 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
CSG SYS INTL INC | COM | 126349109 | 4,610 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 4,024 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
EGAIN CORP | COM NEW | 28225C806 | 2,994 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
EVERBRIDGE INC | COM | 29978A104 | 6,396 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
FARO TECHNOLOGIES INC | COM | 311642102 | 4,901 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 1,520 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 3,165 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 4,541 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
HUDSON TECHNOLOGIES INC | COM | 444144109 | 9,590 | 2,160,000 | SH | SOLE | 2,160,000 | 0 | 0 | ||
HARTE HANKS INC | COM | 416196202 | 8,976 | 1,181,000 | SH | SOLE | 1,181,000 | 0 | 0 | ||
IAC INTERACTIVECORP NEW | COM NEW | 44891N208 | 5,228 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 3,863 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
INTEVAC INC | COM | 461148108 | 2,765 | 587,000 | SH | SOLE | 587,000 | 0 | 0 | ||
LIVEPERSON INC | COM | 538146101 | 3,036 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
MOMENTIVE GLOBAL INC | COM | 60878Y108 | 2,432 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 3,500 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
NORTHWEST PIPE CO | COM | 667746101 | 4,229 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | ||
PDF SOLUTIONS INC | COM | 693282105 | 3,179 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
QUINSTREET INC | COM | 74874Q100 | 3,547 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 4,684 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
COMSCORE INC | COM | 20564W105 | 4,192 | 1,255,000 | SH | SOLE | 1,255,000 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 5,809 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 2,314 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 2,161 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
VEECO INSTRS INC DEL | COM | 922417100 | 3,132 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 881 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
VERANO HLDGS SUB VTG SHS | COM | 92338D101 | 1,258 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 5,464 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
WESTERN DIGITAL CORP. | COM | 958102105 | 3,587 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
QUALTRICS INTL INC | COM CL A | 747601201 | 1,770 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
XPERI HOLDING CORP | COM | 98390M103 | 2,610 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | ||
EQUINIX INC | COM | 29444U700 | 2,538 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
DOMA HOLDINGS INC | COMMON STOCK | 25703A104 | 1,397 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
MARLIN TECHNOLOGY CORP | CL A SHS | G58411102 | 1,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
HIPPO HLDGS COMMON STOCK | COM | 433539103 | 1,557 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
JACK CREEK INVESTMENT CORP | CL A SHS | G4989X115 | 2,147 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
NEXTDOOR HOLDINGS INC | COM CL A | 65345M108 | 1,894 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
JACK CREEK INVESTMENT CORP | COM | G4989X123 | 59 | 110,000 | SH | SOLE | 110,000 | 0 | 0 |