The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 8,330 | 734,573 | SH | SOLE | 734,573 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,064 | 23,510 | SH | SOLE | 23,510 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 12,569 | 16,762 | SH | SOLE | 16,762 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 5,865 | 80,764 | SH | SOLE | 80,764 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 15,318 | 132,260 | SH | SOLE | 132,260 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 7,573 | 42,843 | SH | SOLE | 42,843 | 0 | 0 | ||
| CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 1,979 | 37,749 | SH | SOLE | 37,749 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 9,271 | 163,970 | SH | SOLE | 163,970 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 9,276 | 148,775 | SH | SOLE | 148,775 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 5,379 | 83,849 | SH | SOLE | 83,849 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 12,446 | 567,798 | SH | SOLE | 567,798 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 11,664 | 142,367 | SH | SOLE | 142,367 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 1,370 | 6,363 | SH | SOLE | 6,363 | 0 | 0 | ||
| NRG YIELD INC | CL A NEW | 62942X306 | 348 | 22,650 | SH | SOLE | 22,650 | 0 | 0 | ||
| OCLARO INC | COM NEW | 67555N206 | 11,276 | 1,259,850 | SH | SOLE | 1,259,850 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 60 | 11,305 | SH | SOLE | 11,305 | 0 | 0 | ||
| SUNWORKS INC | COM | 86803X105 | 35 | 17,340 | SH | SOLE | 17,340 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 11,937 | 207,561 | SH | SOLE | 207,561 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 6,682 | 241,471 | SH | SOLE | 241,471 | 0 | 0 | ||
| UBIQUITI NETWORKS INC | COM | 90347A100 | 6,139 | 106,213 | SH | SOLE | 106,213 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 2,519 | 44,748 | SH | SOLE | 44,748 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 9,298 | 136,829 | SH | SOLE | 136,829 | 0 | 0 | ||