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

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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
8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 184 11,430 SH   SOLE   11,430 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,327 111,770 SH   SOLE   111,770 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,400 487,810 SH   SOLE   487,810 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,075 25,536 SH   SOLE   25,536 0 0
ALPHABET INC CAP STK CL C 02079K107 5,947 7,837 SH   SOLE   7,837 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 2,250 39,950 SH   SOLE   39,950 0 0
FACEBOOK INC CL A 30303M102 6,963 66,530 SH   SOLE   66,530 0 0
INTEL CORP COM 458140100 2,850 82,731 SH   SOLE   82,731 0 0
JA SOLAR HOLDINGS CO LTD SPON ADR REP5ORD 466090206 176 18,150 SH   SOLE   18,150 0 0
JD COM INC SPON ADR CL A 47215P106 2,871 88,975 SH   SOLE   88,975 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 2,130 119,100 SH   SOLE   119,100 0 0
KULICKE & SOFFA INDS INC COM 501242101 3,875 332,056 SH   SOLE   332,056 0 0
LIFELOCK INC COM 53224V100 1,035 72,120 SH   SOLE   72,120 0 0
MONOLITHIC PWR SYS INC COM 609839105 4,768 74,834 SH   SOLE   74,834 0 0
NRG YIELD INC CL A NEW 62942X306 184 13,200 SH   SOLE   13,200 0 0
NVIDIA CORP COM 67066G104 7,902 239,743 SH   SOLE   239,743 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 230 11,000 SH   SOLE   11,000 0 0
QUALCOMM INC COM 747525103 3,348 66,983 SH   SOLE   66,983 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 267 9,472 SH   SOLE   9,472 0 0
T MOBILE US INC COM 872590104 1,838 46,990 SH   SOLE   46,990 0 0