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 | 21,256 | 114,567 | SH | SOLE | 114,567 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 14,313 | 287,935 | SH | SOLE | 287,935 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 12,584 | 217,343 | SH | SOLE | 217,343 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 8,802 | 858,697 | SH | SOLE | 858,697 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 50,111 | 508,174 | SH | SOLE | 508,174 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 42,457 | 317,623 | SH | SOLE | 317,623 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 13,298 | 264,015 | SH | SOLE | 264,015 | 0 | 0 | ||
| RENESOLA LTD | SPONSORED ADS | 75971T301 | 38 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 34,858 | 255,563 | SH | SOLE | 255,563 | 0 | 0 | ||
| SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 9,940 | 176,015 | SH | SOLE | 176,015 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 7,372 | 139,390 | SH | SOLE | 139,390 | 0 | 0 | ||
| TERRAFORM PWR INC | COM CL A | 88104R209 | 149 | 12,722 | SH | SOLE | 12,722 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 20,627 | 472,358 | SH | SOLE | 472,358 | 0 | 0 | ||