The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 21,704 | 118,247 | SH | SOLE | 118,247 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 206 | 2,902 | SH | SOLE | 2,902 | 0 | 0 | ||
| INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 26,586 | 869,948 | SH | SOLE | 869,948 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 33,018 | 633,997 | SH | SOLE | 633,997 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 3,737 | 389,152 | SH | SOLE | 389,152 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 33,493 | 642,360 | SH | SOLE | 642,360 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 42,225 | 462,634 | SH | SOLE | 462,634 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 20,600 | 177,935 | SH | SOLE | 177,935 | 0 | 0 | ||
| NEOPHOTONICS CORP | COM | 64051T100 | 8,404 | 1,226,971 | SH | SOLE | 1,226,971 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 26,925 | 548,271 | SH | SOLE | 548,271 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 16,793 | 421,423 | SH | SOLE | 421,423 | 0 | 0 | ||
| PACIFIC ETHANOL INC | COM PAR $.001 | 69423U305 | 55 | 18,300 | SH | SOLE | 18,300 | 0 | 0 | ||
| QUALYS INC | COM | 74758T303 | 5,962 | 81,955 | SH | SOLE | 81,955 | 0 | 0 | ||
| RENESOLA LTD | SPONSORED ADS | 75971T301 | 42 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | ||
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 16,150 | 275,975 | SH | SOLE | 275,975 | 0 | 0 | ||
| SONY CORP | SPONSORED ADR | 835699307 | 6,065 | 125,471 | SH | SOLE | 125,471 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 19,047 | 183,336 | SH | SOLE | 183,336 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 16,661 | 176,150 | SH | SOLE | 176,150 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 21,927 | 755,816 | SH | SOLE | 755,816 | 0 | 0 | ||
| VIVINT SOLAR INC | COM | 92854Q106 | 46 | 12,560 | SH | SOLE | 12,560 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 30,727 | 333,009 | SH | SOLE | 333,009 | 0 | 0 | ||