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 19,127 110,746 SH   SOLE   110,746 0 0
AMAZON COM INC COM 023135106 16,922 17,602 SH   SOLE   17,602 0 0
COHERENT INC COM 192479103 8,321 35,385 SH   SOLE   35,385 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 11,785 223,449 SH   SOLE   223,449 0 0
FACEBOOK INC CL A 30303M102 22,195 129,895 SH   SOLE   129,895 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 27,113 2,480,600 SH   SOLE   2,480,600 0 0
INPHI CORP COM 45772F107 10,993 276,977 SH   SOLE   276,977 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 1,654 42,200 SH   SOLE   42,200 0 0
LUMENTUM HLDGS INC COM 55024U109 12,823 235,926 SH   SOLE   235,926 0 0
MICROSOFT CORP COM 594918104 3,498 46,962 SH   SOLE   46,962 0 0
NETFLIX INC COM 64110L106 23,003 126,843 SH   SOLE   126,843 0 0
NEOPHOTONICS CORP CALL 64051T900 556 100,000 SH Call SOLE   100,000 0 0
SALESFORCE COM INC COM 79466L302 9,685 103,669 SH   SOLE   103,669 0 0
SERVICENOW INC COM 81762P102 10,083 85,787 SH   SOLE   85,787 0 0
TWITTER INC CALL 90184L902 4,218 250,000 SH Call SOLE   250,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 5,704 44,269 SH   SOLE   44,269 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 8,606 214,030 SH   SOLE   214,030 0 0