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
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,996 156,114 SH   SOLE   156,114 0 0
AMAZON COM INC COM 023135106 11,563 11,945 SH   SOLE   11,945 0 0
ARISTA NETWORKS INC COM 040413106 2,989 19,953 SH   SOLE   19,953 0 0
COHERENT INC COM 192479103 8,366 37,185 SH   SOLE   37,185 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 18,067 335,449 SH   SOLE   335,449 0 0
FACEBOOK INC CL A 30303M102 20,585 136,342 SH   SOLE   136,342 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 21,598 2,633,900 SH   SOLE   2,633,900 0 0
INPHI CORP COM 45772F107 7,461 217,516 SH   SOLE   217,516 0 0
LUMENTUM HLDGS INC COM 55024U109 11,657 204,326 SH   SOLE   204,326 0 0
MICROSOFT CORP COM 594918104 3,444 49,962 SH   SOLE   49,962 0 0
NETFLIX INC COM 64110L106 20,065 134,294 SH   SOLE   134,294 0 0
NEOPHOTONICS CORP CALL 64051T900 772 100,000 SH Call SOLE   100,000 0 0
SALESFORCE COM INC COM 79466L302 9,913 114,469 SH   SOLE   114,469 0 0
SERVICENOW INC COM 81762P102 10,158 95,834 SH   SOLE   95,834 0 0
TWITTER INC CALL 90184L902 4,468 250,000 SH Call SOLE   250,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 28,664 262,369 SH   SOLE   262,369 0 0
ZILLOW GROUP INC CALL 98954M900 2,451 50,000 SH Call SOLE   50,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 8,269 168,730 SH   SOLE   168,730 0 0