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 15,544 90,146 SH   SOLE   90,146 0 0
AMAZON COM INC COM 023135106 23,575 20,159 SH   SOLE   20,159 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 10,075 228,449 SH   SOLE   228,449 0 0
FACEBOOK INC CL A 30303M102 22,921 129,895 SH   SOLE   129,895 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 9,181 881,100 SH   SOLE   881,100 0 0
HIMAX TECHNOLOGIES INC CALL 43289P906 11,522 700,000 SH Call SOLE   700,000 0 0
JD COM INC SPON ADR CL A 47215P106 6,532 157,700 SH   SOLE   157,700 0 0
LUMENTUM HLDGS INC COM 55024U109 15,258 312,026 SH   SOLE   312,026 0 0
MICROSOFT CORP COM 594918104 10,450 122,162 SH   SOLE   122,162 0 0
NETFLIX INC COM 64110L106 24,349 126,843 SH   SOLE   126,843 0 0
NVIDIA CORP COM 67066G104 6,651 34,371 SH   SOLE   34,371 0 0
PAYPAL HLDGS INC COM 70450Y103 6,766 91,900 SH   SOLE   91,900 0 0
SALESFORCE COM INC COM 79466L302 10,598 103,669 SH   SOLE   103,669 0 0
SERVICENOW INC COM 81762P102 11,186 85,787 SH   SOLE   85,787 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 4,569 209,200 SH   SOLE   209,200 0 0
TWITTER INC CALL 90184L902 7,203 300,000 SH Call SOLE   300,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 8,758 214,030 SH   SOLE   214,030 0 0