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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACACIA RESEARCH - ACACIA TECHN COM 003881307   1,003,750 275,000 SH   SOLE   275,000 0 0
ARTERIS INC COM 04302A104   976,500 150,000 SH   SOLE   150,000 0 0
ADVANCED MICRO DEVICES COM 007903107   5,141,000 50,000 SH   SOLE   50,000 0 0
ANGI INC COM 00183L102   7,029,000 3,550,000 SH   SOLE   3,550,000 0 0
ASANA INC - CL A COM 04342Y104   11,443,750 625,000 SH   SOLE   625,000 0 0
ALTERYX INC - CLASS A COM 02156B103   4,711,250 125,000 SH   SOLE   125,000 0 0
CASA SYSTEMS INC COM 14713L102   2,868,788 3,385,000 SH   SOLE   3,385,000 0 0
CALL AYX 35 10/20/23 CALL 02156B103   3,500,000 100,000 PRN Call SOLE   100,000 0 0
COGNYTE SOFTWARE LTD -W/I COM M25133105   5,772,000 1,200,000 SH   SOLE   1,200,000 0 0
CEPTON INC -A COM NEW 15673X200   1,945,600 512,000 SH   SOLE   512,000 0 0
CERAGON NETWORKS LTD ORD M22013102   789,250 385,000 SH   SOLE   385,000 0 0
CSG SYSTEMS INTERNATIONAL INC COM 126349109   6,492,240 127,000 SH   SOLE   127,000 0 0
COMPLETE SOLARIA INC COM 20460L104   288,503 140,050 SH   SOLE   140,050 0 0
WALT DISNEY CO/THE COM 254687106   3,647,250 45,000 SH   SOLE   45,000 0 0
DOCUSIGN INC COM 256163106   6,300,000 150,000 SH   SOLE   150,000 0 0
ERICSSON (LM) TEL-SP ADR ADR 294821608   2,187,000 450,000 SH   SOLE   450,000 0 0
EVERBRIDGE INC COM 29978A104   3,071,540 137,000 SH   SOLE   137,000 0 0
FARO TECHNOLOGIES INC COM 311642102   1,903,750 125,000 SH   SOLE   125,000 0 0
GENIUS SPORTS LTD COM G3934V109   7,462,000 1,400,000 SH   SOLE   1,400,000 0 0
CORNING INC COM 219350105   1,828,200 60,000 SH   SOLE   60,000 0 0
GREEN THUMB INDUSTRIES INC COM 39342L108   444,800 40,000 SH   SOLE   40,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,800,000 20,000 SH   SOLE   20,000 0 0
HUDSON TECHNOLOGIES INC COM 444144109   5,519,500 415,000 SH   SOLE   415,000 0 0
HARTE-HANKS INC COM 416196202   4,491,900 690,000 SH   SOLE   690,000 0 0
HIPPO HOLDINGS INC COM NEW 433539202   3,076,420 386,000 SH   SOLE   386,000 0 0
INTEL CORP COM 458140100   5,332,500 150,000 SH   SOLE   150,000 0 0
INTEVAC INC COM 461148108   777,500 250,000 SH   SOLE   250,000 0 0
NEXTDOOR HOLDINGS INC COM 65345M108   1,592,500 875,000 SH   SOLE   875,000 0 0
META PLATFORMS INC-CLASS A COM 30303M102   1,801,260 6,000 SH   SOLE   6,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,435,850 45,000 SH   SOLE   45,000 0 0
MATRIX SERVICE CO COM 576853105   6,726,000 570,000 SH   SOLE   570,000 0 0
NORTHWEST PIPE COMPANY COM 667746101   2,172,240 72,000 SH   SOLE   72,000 0 0
PUT EXTR 24 11/17/23 PUT 30226D106   1,200,000 50,000 PRN Put SOLE   50,000 0 0
PUT PLAB 20 12/15/23 PUT 719405102   2,000,000 100,000 PRN Put SOLE   100,000 0 0
COMSCORE INC COM 20564W105   3,836,875 6,250,000 SH   SOLE   6,250,000 0 0
SHOPIFY INC - CLASS A COM 82509L107   2,182,800 40,000 SH   SOLE   40,000 0 0
SMARTSHEET INC-CLASS A COM 83200N103   2,023,000 50,000 SH   SOLE   50,000 0 0
SNAP INC - A COM 83304A106   891,000 100,000 SH   SOLE   100,000 0 0
UBISOFT ENTERTAIN-UNSPON ADR ADR 90348R102   4,733,400 735,000 SH   SOLE   735,000 0 0
VIMEO INC COM 92719V100   2,478,000 700,000 SH   SOLE   700,000 0 0
VERANO HOLDINGS CORP COM 92338D101   455,000 100,000 SH   SOLE   100,000 0 0
WORKDAY INC-CLASS A COM 98138H101   2,148,500 10,000 SH   SOLE   10,000 0 0
XPERI INC-W/I COM 98423J101   5,423,000 550,000 SH   SOLE   550,000 0 0