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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 37,970 | 1,310,580 | SH | SOLE | 1,310,580 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 22,620 | 135,331 | SH | SOLE | 135,331 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 10,919 | 97,764 | SH | SOLE | 97,764 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 22,673 | 577,842 | SH | SOLE | 577,842 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 20,929 | 1,780,114 | SH | SOLE | 1,780,114 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 322 | 2,229 | SH | SOLE | 2,229 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 678 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 13,967 | 107,196 | SH | SOLE | 107,196 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 21,323 | 258,848 | SH | SOLE | 258,848 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 4,843 | 49,580 | SH | SOLE | 49,580 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 449 | 20,190 | SH | SOLE | 20,190 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 18,391 | 2,304,797 | SH | SOLE | 2,304,797 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 19,258 | 108,183 | SH | SOLE | 108,183 | 0 | 0 | ||
| II VI INC | COM | 902104108 | 9,364 | 265,143 | SH | SOLE | 265,143 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 22,444 | 368,077 | SH | SOLE | 368,077 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 26,969 | 504,006 | SH | SOLE | 504,006 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 5,496 | 128,196 | SH | SOLE | 128,196 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 31,465 | 226,457 | SH | SOLE | 226,457 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 17,564 | 112,809 | SH | SOLE | 112,809 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 33,474 | 6,617,093 | SH | SOLE | 6,617,093 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 6,799 | 54,160 | SH | SOLE | 54,160 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 20,325 | 136,935 | SH | SOLE | 136,935 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 17,274 | 219,517 | SH | SOLE | 219,517 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 27,248 | 211,062 | SH | SOLE | 211,062 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 13,498 | 177,159 | SH | SOLE | 177,159 | 0 | 0 | ||