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 |
| ANALOG DEVICES INC | COM | 032654105 | 110,963,972 | 466,196 | SH | SOLE | 466,196 | 0 | 0 | ||
| ASPEN AEROGELS INC | COM | 04523Y105 | 26,015,588 | 4,394,525 | SH | SOLE | 4,394,525 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 22,218,783 | 479,991 | SH | SOLE | 479,991 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 99,994,794 | 362,760 | SH | SOLE | 362,760 | 0 | 0 | ||
| CARPARTS COM INC | COM | 14427M107 | 3,402,463 | 4,597,302 | SH | SOLE | 4,597,302 | 0 | 0 | ||
| CEVA INC | COM | 157210105 | 9,811,366 | 446,377 | SH | SOLE | 446,377 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 16,013,889 | 130,619 | SH | SOLE | 130,619 | 0 | 0 | ||
| EGAIN CORP | COM NEW | 28225C806 | 16,699,019 | 2,671,843 | SH | SOLE | 2,671,843 | 0 | 0 | ||
| GARMIN LTD | SHS | H2906T109 | 10,018,560 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 515,424 | 23,010 | SH | SOLE | 23,010 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 305,446,444 | 340,999 | SH | SOLE | 340,999 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 261,986,716 | 2,691,460 | SH | SOLE | 2,691,460 | 0 | 0 | ||
| PETMED EXPRESS INC | COM | 716382106 | 1,447,002 | 435,844 | SH | SOLE | 435,844 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 12,551,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| PROGRESS SOFTWARE CORP | COM | 743312100 | 32,469,535 | 508,608 | SH | SOLE | 508,608 | 0 | 0 | ||