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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 18,125 | 104,949 | SH | SOLE | 104,949 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,572 | 19,318 | SH | SOLE | 19,318 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 22,244 | 91,713 | SH | SOLE | 91,713 | 0 | 0 | ||
| CAPSTONE TURBINE CORP | COM NEW | 14067D409 | 43 | 61,370 | SH | SOLE | 61,370 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 19,063 | 52,455 | SH | SOLE | 52,455 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 82 | 53,753 | SH | SOLE | 53,753 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 5,526 | 256,153 | SH | SOLE | 256,153 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 34,431 | 383,511 | SH | SOLE | 383,511 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 57,456 | 1,460,865 | SH | SOLE | 1,460,865 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 36,915 | 495,583 | SH | SOLE | 495,583 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 23,660 | 222,051 | SH | SOLE | 222,051 | 0 | 0 | ||
| NEOPHOTONICS CORP | COM | 64051T100 | 2,490 | 447,835 | SH | SOLE | 447,835 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 27,646 | 152,445 | SH | SOLE | 152,445 | 0 | 0 | ||
| NRG YIELD INC | CL A NEW | 62942X306 | 243 | 12,810 | SH | SOLE | 12,810 | 0 | 0 | ||
| QUALYS INC | COM | 74758T303 | 14,453 | 279,026 | SH | SOLE | 279,026 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 17,815 | 288,929 | SH | SOLE | 288,929 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 23,091 | 67,696 | SH | SOLE | 67,696 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 36,123 | 402,983 | SH | SOLE | 402,983 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 12,935 | 100,393 | SH | SOLE | 100,393 | 0 | 0 | ||
| VIAVI SOLUTIONS INC | COM | 925550105 | 14,544 | 1,537,314 | SH | SOLE | 1,537,314 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 10,572 | 122,359 | SH | SOLE | 122,359 | 0 | 0 | ||