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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
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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
AKAMAI TECHNOLOGIES INC COM 00971T101 3,039 50,898 SH   SOLE   50,898 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,834 156,114 SH   SOLE   156,114 0 0
AMAZON COM INC COM 023135106 10,590 11,945 SH   SOLE   11,945 0 0
ARISTA NETWORKS INC COM 040413106 4,189 31,672 SH   SOLE   31,672 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 14,325 291,449 SH   SOLE   291,449 0 0
FACEBOOK INC CL A 30303M102 19,367 136,342 SH   SOLE   136,342 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 19,649 2,154,500 SH   SOLE   2,154,500 0 0
INPHI CORP COM 45772F107 12,067 247,179 SH   SOLE   247,179 0 0
LUMENTUM HLDGS INC COM 55024U109 6,821 127,849 SH   SOLE   127,849 0 0
MICROSOFT CORP COM 594918104 3,290 49,962 SH   SOLE   49,962 0 0
MOMO INC ADR 60879B107 8,901 261,242 SH   SOLE   261,242 0 0
NETFLIX INC COM 64110L106 21,528 145,646 SH   SOLE   145,646 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 8,404 139,191 SH   SOLE   139,191 0 0
SALESFORCE COM INC COM 79466L302 15,929 193,104 SH   SOLE   193,104 0 0
SERVICENOW INC COM 81762P102 9,511 108,739 SH   SOLE   108,739 0 0
TWITTER INC COM 90184L102 2,204 147,400 SH   SOLE   147,400 0 0
TWITTER INC CALL 90184L902 1,121 75,000 SH Call SOLE   75,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 22,590 262,369 SH   SOLE   262,369 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,047 90,500 SH   SOLE   90,500 0 0