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 |
| APPLE INC | COM | 037833100 | 48,371 | 438,224 | SH | SOLE | 438,224 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 45,047 | 197,601 | SH | SOLE | 197,601 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 25,319 | 538,520 | SH | SOLE | 538,520 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 18,282 | 453,423 | SH | SOLE | 453,423 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 10,520 | 19,825 | SH | SOLE | 19,825 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 19,427 | 36,906 | SH | SOLE | 36,906 | 0 | 0 | ||
| IMPERVA INC | COM | 45321L100 | 64,795 | 1,310,840 | SH | SOLE | 1,310,840 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 57,166 | 3,883,586 | SH | SOLE | 3,883,586 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 6,560 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | PUT | 459200951 | 29,665 | 184,900 | SH | SOLE | 184,900 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 42,633 | 537,345 | SH | SOLE | 537,345 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 37,141 | 1,060,878 | SH | SOLE | 1,060,878 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 50,611 | 1,089,585 | SH | SOLE | 1,089,585 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 11,353 | 228,252 | SH | SOLE | 228,252 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 16,767 | 169,129 | SH | SOLE | 169,129 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 47,374 | 386,503 | SH | SOLE | 386,503 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 39,293 | 34,461 | SH | SOLE | 34,461 | 0 | 0 | ||
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 27,208 | 880,802 | SH | SOLE | 880,802 | 0 | 0 | ||
| RF MICRODEVICES INC | COM | 749941100 | 71,856 | 4,331,267 | SH | SOLE | 4,331,267 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 19,255 | 814,166 | SH | SOLE | 814,166 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 36,911 | 435,473 | SH | SOLE | 435,473 | 0 | 0 | ||
| TEXTURA CORP | COM | 883211104 | 37,699 | 1,324,170 | SH | SOLE | 1,324,170 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 25,222 | 1,290,780 | SH | SOLE | 1,290,780 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 13,127 | 625,077 | SH | SOLE | 625,077 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 6,192 | 75,876 | SH | SOLE | 75,876 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 11,427 | 183,303 | SH | SOLE | 183,303 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 56,101 | 2,302,057 | SH | SOLE | 2,302,057 | 0 | 0 | ||