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 16,042 168,084 SH   SOLE   168,084 0 0
ALPHABET INC CAP STK CL C 02079K107 667 266 SH   SOLE   266 0 0
ALTO INGREDIENTS INC COM 021513106 3,748 63,424 SH   SOLE   63,424 0 0
AMDOCS LTD SHS G02602103 17,866 230,942 SH   SOLE   230,942 0 0
ASANA INC CL A 04342Y104 15,832 255,235 SH   SOLE   255,235 0 0
BOOKING HOLDINGS INC COM 09857L108 8,997 4,112 SH   SOLE   4,112 0 0
CIENA CORP COM NEW 171779309 20,456 359,568 SH   SOLE   359,568 0 0
CINEMARK HLDGS INC COM 17243V102 15,310 697,512 SH   SOLE   697,512 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 48,977 194,884 SH   SOLE   194,884 0 0
DYNATRACE INC COM NEW 268150109 20,877 357,363 SH   SOLE   357,363 0 0
ERICSSON ADR B SEK 10 294821608 32,841 2,610,530 SH   SOLE   2,610,530 0 0
EXPEDIA GROUP INC COM NEW 30212P303 10,951 66,890 SH   SOLE   66,890 0 0
FIVE9 INC COM 338307101 35,038 191,058 SH   SOLE   191,058 0 0
INTEL CORP COM 458140100 21,772 387,822 SH   SOLE   387,822 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 366 4,100 SH Put SOLE   4,100 0 0
LYFT INC CL A COM 55087P104 50,067 827,825 SH   SOLE   827,825 0 0
MARVELL TECHNOLOGY INC COM 573874104 68,338 1,171,568 SH   SOLE   1,171,568 0 0
MATCH GROUP INC NEW COM 57667L107 625 3,875 SH   SOLE   3,875 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 45,448 303,510 SH   SOLE   303,510 0 0
MICRON TECHNOLOGY INC COM 595112103 48,719 573,300 SH Call SOLE   573,300 0 0
MICROSOFT CORP COM 594918104 60,241 222,372 SH   SOLE   222,372 0 0
MONOLITHIC PWR SYS INC COM 609839105 56,429 151,102 SH   SOLE   151,102 0 0
NOKIA CORP SPONSORED ADR 654902204 22,113 4,156,534 SH   SOLE   4,156,534 0 0
NVIDIA CORPORATION COM 67066G104 17,586 21,980 SH   SOLE   21,980 0 0
PALO ALTO NETWORKS INC COM 697435105 42,737 115,180 SH   SOLE   115,180 0 0
POWER INTEGRATIONS INC COM 739276103 17,656 215,161 SH   SOLE   215,161 0 0
RINGCENTRAL INC CL A 76680R206 45,994 158,283 SH   SOLE   158,283 0 0
ROKU INC COM CL A 77543R102 65,134 141,827 SH   SOLE   141,827 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 7,533 117,523 SH   SOLE   117,523 0 0
SNOWFLAKE INC CL A 833445109 7,467 30,878 SH   SOLE   30,878 0 0
SUMO LOGIC INC COM 86646P103 5,199 251,802 SH   SOLE   251,802 0 0
SUNPOWER CORP COM 867652406 240 8,220 SH   SOLE   8,220 0 0
TEXAS INSTRS INC COM 882508104 357 1,857 SH   SOLE   1,857 0 0
TRIP COM GROUP LTD ADS 89677Q107 7,252 204,513 SH   SOLE   204,513 0 0
TWITTER INC COM 90184L102 44,644 648,795 SH   SOLE   648,795 0 0
VONTIER CORPORATION COM 928881101 265 8,130 SH   SOLE   8,130 0 0
ZENDESK INC COM 98936J101 29,313 203,085 SH   SOLE   203,085 0 0
ZUORA INC COM CL A 98983V106 6,846 396,854 SH   SOLE   396,854 0 0