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 | 15,025 | 87,135 | SH | SOLE | 87,135 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 22,612 | 19,335 | SH | SOLE | 19,335 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 1,318 | 5,130 | SH | SOLE | 5,130 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADR NEW | 23703Q203 | 215 | 3,614 | SH | SOLE | 3,614 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 38 | 15,883 | SH | SOLE | 15,883 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 3,591 | 344,604 | SH | SOLE | 344,604 | 0 | 0 | ||
| INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 9,978 | 335,607 | SH | SOLE | 335,607 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 6,931 | 284,811 | SH | SOLE | 284,811 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 43,478 | 494,745 | SH | SOLE | 494,745 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 46,112 | 539,073 | SH | SOLE | 539,073 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 23,681 | 210,757 | SH | SOLE | 210,757 | 0 | 0 | ||
| NEOPHOTONICS CORP | COM | 64051T100 | 3,252 | 494,119 | SH | SOLE | 494,119 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 32,420 | 168,888 | SH | SOLE | 168,888 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 15,110 | 78,084 | SH | SOLE | 78,084 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 9,490 | 370,578 | SH | SOLE | 370,578 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 19,615 | 306,378 | SH | SOLE | 306,378 | 0 | 0 | ||
| QUALYS INC | COM | 74758T303 | 18,448 | 310,826 | SH | SOLE | 310,826 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 10,359 | 195,604 | SH | SOLE | 195,604 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 10,159 | 226,005 | SH | SOLE | 226,005 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 35,109 | 336,161 | SH | SOLE | 336,161 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 15,672 | 171,339 | SH | SOLE | 171,339 | 0 | 0 | ||