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 | 66,203 | 721,873 | SH | SOLE | 721,873 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 27,352 | 117,525 | SH | SOLE | 117,525 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 28,554 | 8,767 | SH | SOLE | 8,767 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 40,585 | 274,723 | SH | SOLE | 274,723 | 0 | 0 | ||
| ARK ETF TR | INNOVATION ETF | 00214Q104 | 52,149 | 418,900 | SH | Call | SOLE | 418,900 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 54,651 | 24,537 | SH | SOLE | 24,537 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 18,668 | 353,235 | SH | SOLE | 353,235 | 0 | 0 | ||
| CINEMARK HLDGS INC | COM | 17243V102 | 21,916 | 1,258,825 | SH | SOLE | 1,258,825 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 54,046 | 255,150 | SH | SOLE | 255,150 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 13,354 | 135,661 | SH | SOLE | 135,661 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 84,679 | 467,373 | SH | SOLE | 467,373 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 20,469 | 473,056 | SH | SOLE | 473,056 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 29,300 | 166,980 | SH | SOLE | 166,980 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 27,053 | 2,263,856 | SH | SOLE | 2,263,856 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 6,415 | 354,398 | SH | SOLE | 354,398 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 23,360 | 1,013,027 | SH | SOLE | 1,013,027 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 63,465 | 1,291,782 | SH | SOLE | 1,291,782 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 38,739 | 280,492 | SH | SOLE | 280,492 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 120,770 | 1,606,415 | SH | SOLE | 1,606,415 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 19,735 | 88,728 | SH | SOLE | 88,728 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 75,691 | 206,676 | SH | SOLE | 206,676 | 0 | 0 | ||
| PACIFIC ETHANOL INC | COM | 69423U305 | 94 | 17,340 | SH | SOLE | 17,340 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 96,611 | 271,845 | SH | SOLE | 271,845 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 80,332 | 211,974 | SH | SOLE | 211,974 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 36,845 | 110,972 | SH | SOLE | 110,972 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 51,434 | 381,417 | SH | SOLE | 381,417 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 20,011 | 121,922 | SH | SOLE | 121,922 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 40,547 | 795,032 | SH | SOLE | 795,032 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 57,575 | 402,288 | SH | SOLE | 402,288 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 5,598 | 401,891 | SH | SOLE | 401,891 | 0 | 0 | ||