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
Expires: July 31, 2015
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
ANALOG DEVICES INC COM 032654105 185,159,066 466,196 SH SOLE 466,196 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 7,091,400 20,000 SH SOLE 20,000 0 0
ASPEN AEROGELS INC COM 04523Y105 32,769,393 5,168,674 SH SOLE 5,168,674 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 27,657,081 479,991 SH SOLE 479,991 0 0
BROADCOM INC COM 11135F101 137,032,590 362,760 SH SOLE 362,760 0 0
CEVA INC COM 157210105 21,051,139 446,377 SH SOLE 446,377 0 0
DELL TECHNOLOGIES INC CL C 24703L202 56,356,873 130,619 SH SOLE 130,619 0 0
EGAIN CORP COM NEW 28225C806 16,832,611 2,671,843 SH SOLE 2,671,843 0 0
GARMIN LTD SHS H2906T109 11,401,920 48,000 SH SOLE 48,000 0 0
INTEL CORP COM 458140100 3,212,886 23,010 SH SOLE 23,010 0 0
KLA CORP COM NEW 482480100 921,340,878 3,053,730 SH SOLE 3,053,730 0 0
LAM RESEARCH CORP COM NEW 512807306 893,116,530 2,061,054 SH SOLE 2,061,054 0 0
PINTEREST INC CL A 72352L106 19,978,500 950,000 SH SOLE 950,000 0 0
PROGRESS SOFTWARE CORP COM 743312100 17,079,057 508,608 SH SOLE 508,608 0 0