Q1 2019 Holdings
Filed 2019-05-15 | 21 holdings | $21.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Arlo Technologies Inc(ARLO) | COM | 04206A101 | $21.7M | 5,265,719 | 99.6% |
| A10 Networks Inc(ATEN) | COM | 002121101 | $29.2K | 4,116,954 | 0.1% |
| PDF Solutions Inc(PDFS) | COM | 693282105 | $21.8K | 1,766,097 | 0.1% |
| Immersion Corp(IMMR) | COM | 452521107 | $12.1K | 1,433,179 | 0.1% |
| Realnetworks Inc | COM NEW | 75605L708 | $8.1K | 2,592,648 | 0.0% |
| Arlo Technologies Inc(ARLO)Call | COM | 04206A101 | $4.3K | 19,152 | 0.0% |
| Immersion Corp(IMMR)Call | COM | 452521107 | $2.2K | 8,373 | 0.0% |
| Support COM Inc | COM NEW | 86858W200 | $2.1K | 950,844 | 0.0% |
| Ribbon Communications Inc(RBBN) | COM | 762544104 | $2.1K | 405,094 | 0.0% |
| Travelcenters Amer LLC | COM | 894174101 | $1.6K | 386,528 | 0.0% |
| Cohu Inc(COHU) | COM | 192576106 | $1.5K | 103,755 | 0.0% |
| Kemet CorpCall | COM NEW | 488360207 | $1.2K | 2,310 | 0.0% |
| Servicesource Intl Inc | COM | 81763U100 | $1.2K | 1,273,539 | 0.0% |
| Vitamin Shoppe Inc | COM | 92849E101 | $969 | 137,667 | 0.0% |
| Harte-Hanks Inc(HHS) | COM | 416196202 | $659 | 184,683 | 0.0% |
| Emcore Corp(EMKREUR) | COM NEW | 290846203 | $658 | 180,322 | 0.0% |
| Infinera Corporation(INFNEUR)Call | COM | 45667G103 | $618 | 7,480 | 0.0% |
| PDF Solutions Inc(PDFS)Call | COM | 693282105 | $215 | 3,437 | 0.0% |
| Smart Global Hldgs(PENG) | SHS | G8232Y101 | $186 | 9,663 | 0.0% |
| Infinera Corporation(INFNEUR) | COM | 45667G103 | $179 | 41,255 | 0.0% |
| Realnetworks IncCall | COM NEW | 75605L708 | $50 | 2,500 | 0.0% |