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
ACTIVISION BLIZZARD INC COM 00507V109 7,779 96,114 SH   SOLE   96,114 0 0
ADVANCED MICRO DEVICES INC COM 007903107 30,136 367,621 SH   SOLE   367,621 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 35,350 120,813 SH   SOLE   120,813 0 0
AMAZON COM INC COM 023135106 31,144 9,892 SH   SOLE   9,892 0 0
APPLE INC COM 037833100 16,732 144,586 SH   SOLE   144,586 0 0
CANADIAN SOLAR INC COM 136635109 276 7,870 SH   SOLE   7,870 0 0
CIENA CORP COM NEW 171779309 17,598 443,111 SH   SOLE   443,111 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 29,761 216,830 SH   SOLE   216,830 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 407 3,006 SH   SOLE   3,006 0 0
DATADOG INC CL A COM 23804L103 26,044 256,791 SH   SOLE   256,791 0 0
ELECTRONIC ARTS INC COM 285512109 7,713 59,156 SH   SOLE   59,156 0 0
ENPHASE ENERGY INC COM 29355A107 275 3,325 SH   SOLE   3,325 0 0
ERICSSON ADR B SEK 10 294821608 45,459 4,174,669 SH   SOLE   4,174,669 0 0
FACEBOOK INC CL A 30303M102 23,510 89,770 SH   SOLE   89,770 0 0
HUAMI CORP SPONSORED ADS 44331K103 4,779 371,971 SH   SOLE   371,971 0 0
LYFT INC CL A COM 55087P104 14,907 541,749 SH   SOLE   541,749 0 0
MICRON TECHNOLOGY INC COM 595112103 73,690 1,558,132 SH   SOLE   1,558,132 0 0
MICRON TECHNOLOGY INC COM 595112103 83,518 1,778,500 SH Put SOLE   1,778,500 0 0
MICROSOFT CORP COM 594918104 57,107 271,783 SH   SOLE   271,783 0 0
NOKIA CORP SPONSORED ADR 654902204 13,108 3,352,500 SH Call SOLE   3,352,500 0 0
PACIFIC ETHANOL INC COM 69423U305 121 16,510 SH   SOLE   16,510 0 0
QORVO INC COM 74736K101 29,672 229,787 SH   SOLE   229,787 0 0
RINGCENTRAL INC CL A 76680R206 49,164 179,199 SH   SOLE   179,199 0 0
ROKU INC COM CL A 77543R102 45,029 238,576 SH   SOLE   238,576 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 85,434 587,419 SH   SOLE   587,419 0 0
SPLUNK INC COM 848637104 36,024 191,548 SH   SOLE   191,548 0 0
T-MOBILE US INC COM 872590104 59,633 521,775 SH   SOLE   521,775 0 0
TEXAS INSTRS INC COM 882508104 62,205 435,894 SH   SOLE   435,894 0 0
UBER TECHNOLOGIES INC COM 90353T100 35,972 988,385 SH   SOLE   988,385 0 0