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 21,442 99,406 SH   SOLE   99,406 0 0
AMAZON COM INC COM 023135106 22,763 8,251 SH   SOLE   8,251 0 0
ANALOG DEVICES INC COM 032654105 81,916 667,938 SH   SOLE   667,938 0 0
APPLE INC COM 037833100 33,900 92,928 SH   SOLE   92,928 0 0
BROADCOM INC COM 11135F101 25,108 79,553 SH   SOLE   79,553 0 0
CIENA CORP COM NEW 171779309 21,768 401,926 SH   SOLE   401,926 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 25,763 256,888 SH   SOLE   256,888 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 212 2,859 SH   SOLE   2,859 0 0
DATADOG INC CL A COM 23804L103 11,306 130,033 SH   SOLE   130,033 0 0
DISH NETWORK CORPORATION CL A 25470M109 11,111 321,962 SH   SOLE   321,962 0 0
DISNEY WALT CO COM DISNEY 254687106 26,419 236,922 SH   SOLE   236,922 0 0
ENPHASE ENERGY INC COM 29355A107 200 4,205 SH   SOLE   4,205 0 0
ERICSSON ADR B SEK 10 294821608 39,627 4,260,936 SH   SOLE   4,260,936 0 0
GRUBHUB INC COM 400110102 17,892 254,504 SH   SOLE   254,504 0 0
II-VI INC COM 902104108 6,023 127,542 SH   SOLE   127,542 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 247 13,931 SH   SOLE   13,931 0 0
LUMENTUM HLDGS INC COM 55024U109 6,558 80,540 SH   SOLE   80,540 0 0
LYFT INC CL A COM 55087P104 7,643 231,532 SH   SOLE   231,532 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 25,748 734,399 SH   SOLE   734,399 0 0
MICRON TECHNOLOGY INC COM 595112103 33,227 820,700 SH Call SOLE   820,700 0 0
MICROSOFT CORP COM 594918104 60,890 299,201 SH   SOLE   299,201 0 0
MONOLITHIC PWR SYS INC COM 609839105 51,232 216,167 SH   SOLE   216,167 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 256 4,997 SH   SOLE   4,997 0 0
NOKIA CORP SPONSORED ADR 654902204 7,838 1,781,276 SH   SOLE   1,781,276 0 0
QORVO INC COM 74736K101 37,597 340,154 SH   SOLE   340,154 0 0
RINGCENTRAL INC CL A 76680R206 49,080 172,203 SH   SOLE   172,203 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 29,052 227,218 SH   SOLE   227,218 0 0
SPLUNK INC COM 848637104 17,587 88,510 SH   SOLE   88,510 0 0
T-MOBILE US INC COM 872590104 40,630 390,110 SH   SOLE   390,110 0 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 67 400,350 SH   SOLE   400,350 0 0
TESLA INC COM 88160R101 28,469 26,365 SH   SOLE   26,365 0 0
TESLA INC COM 88160R101 22,250 26,400 SH Put SOLE   26,400 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,206 231,845 SH   SOLE   231,845 0 0