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
ADVANCED MICRO DEVICES INC COM 007903107 27,983 1,096,515 SH   SOLE   1,096,515 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 28,633 156,935 SH   SOLE   156,935 0 0
ANALOG DEVICES INC COM 032654105 14,324 136,078 SH   SOLE   136,078 0 0
CIENA CORP COM NEW 171779309 32,878 880,502 SH   SOLE   880,502 0 0
ELECTRONIC ARTS INC COM 285512109 18,728 184,275 SH   SOLE   184,275 0 0
ENPHASE ENERGY INC COM 29355A107 144 15,590 SH   SOLE   15,590 0 0
ERICSSON ADR B SEK 10 294821608 36,951 4,025,195 SH   SOLE   4,025,195 0 0
INPHI CORP COM 45772F107 7,026 160,621 SH   SOLE   160,621 0 0
LYFT INC CL A COM 55087P104 329 4,203 SH   SOLE   4,203 0 0
MICROSOFT CORP COM 594918104 41,795 354,374 SH   SOLE   354,374 0 0
MONOLITHIC PWR SYS INC COM 609839105 14,129 104,279 SH   SOLE   104,279 0 0
NETFLIX INC COM 64110L106 25,905 72,653 SH   SOLE   72,653 0 0
NVIDIA CORP COM 67066G104 12,474 69,468 SH   SOLE   69,468 0 0
OKTA INC CL A 679295105 19,032 230,055 SH   SOLE   230,055 0 0
QORVO INC COM 74736K101 9,128 127,258 SH   SOLE   127,258 0 0
T MOBILE US INC COM 872590104 31,755 459,552 SH   SOLE   459,552 0 0
TEXAS INSTRS INC COM 882508104 14,481 136,522 SH   SOLE   136,522 0 0
VIVINT SOLAR INC COM 92854Q106 90 18,012 SH   SOLE   18,012 0 0
ZUORA INC COM CL A 98983V106 4,157 207,520 SH   SOLE   207,520 0 0