The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 4,780 | 120,610 | SH | SOLE | 120,610 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 3,407 | 662,830 | SH | SOLE | 662,830 | 0 | 0 | ||
| APPLIED MICRO CIRCUITS CORP | COM NEW | 03822W406 | 3,596 | 560,175 | SH | SOLE | 560,175 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 8,438 | 51,090 | SH | SOLE | 51,090 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 14,191 | 91,318 | SH | SOLE | 91,318 | 0 | 0 | ||
| CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 3,958 | 68,359 | SH | SOLE | 68,359 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 3,524 | 90,848 | SH | SOLE | 90,848 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 2,523 | 33,300 | SH | SOLE | 33,300 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 9,015 | 78,888 | SH | SOLE | 78,888 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 2,065 | 250,027 | SH | SOLE | 250,027 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 3,530 | 290,037 | SH | SOLE | 290,037 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 6,593 | 34,839 | SH | SOLE | 34,839 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,840 | 715,150 | SH | SOLE | 715,150 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 5,906 | 86,453 | SH | SOLE | 86,453 | 0 | 0 | ||
| NRG YIELD INC | CL A NEW | 62942X306 | 418 | 27,490 | SH | SOLE | 27,490 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 294 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
| RENESOLA LTD | SPONS ADS | 75971T103 | 33 | 26,700 | SH | SOLE | 26,700 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 3,976 | 83,181 | SH | SOLE | 83,181 | 0 | 0 | ||
| SUNWORKS INC | COM | 86803X105 | 70 | 30,070 | SH | SOLE | 30,070 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 6,139 | 141,880 | SH | SOLE | 141,880 | 0 | 0 | ||