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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 12,130 | 156,736 | SH | SOLE | 156,736 | 0 | 0 | ||
| ACUITY BRANDS INC | COM | 00508Y102 | 269 | 1,549 | SH | SOLE | 1,549 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 67,444 | 655,424 | SH | SOLE | 655,424 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 26,389 | 9,901 | SH | SOLE | 9,901 | 0 | 0 | ||
| ALTO INGREDIENTS INC | COM | 021513106 | 79 | 15,990 | SH | SOLE | 15,990 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 35,565 | 212,358 | SH | SOLE | 212,358 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 613 | 8,469 | SH | SOLE | 8,469 | 0 | 0 | ||
| ASANA INC | CL A | 04342Y104 | 22,253 | 214,300 | SH | SOLE | 214,300 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 39,331 | 16,568 | SH | SOLE | 16,568 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 18,551 | 361,268 | SH | SOLE | 361,268 | 0 | 0 | ||
| CINEMARK HLDGS INC | COM | 17243V102 | 13,252 | 689,812 | SH | SOLE | 689,812 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 201 | 659 | SH | SOLE | 659 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 20,455 | 99,307 | SH | SOLE | 99,307 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 405 | 2,700 | SH | Call | SOLE | 2,700 | 0 | 0 | |
| ERICSSON | ADR B SEK 10 | 294821608 | 29,480 | 2,632,070 | SH | SOLE | 2,632,070 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 40,173 | 245,110 | SH | SOLE | 245,110 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | 315 | 3,300 | SH | Call | SOLE | 3,300 | 0 | 0 | |
| FIVE9 INC | COM | 338307101 | 2,703 | 16,919 | SH | SOLE | 16,919 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 29,696 | 185,900 | SH | Call | SOLE | 185,900 | 0 | 0 | |
| FRESHWORKS INC | CLASS A COM | 358054104 | 13,157 | 308,214 | SH | SOLE | 308,214 | 0 | 0 | ||
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 | 1,287 | 16,100 | SH | Put | SOLE | 16,100 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 31,052 | 429,844 | SH | SOLE | 429,844 | 0 | 0 | ||
| JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 403 | 8,800 | SH | Call | SOLE | 8,800 | 0 | 0 | |
| LYFT INC | CL A COM | 55087P104 | 45,548 | 849,948 | SH | SOLE | 849,948 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 41,038 | 680,448 | SH | SOLE | 680,448 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 609 | 3,875 | SH | SOLE | 3,875 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 27,661 | 180,217 | SH | SOLE | 180,217 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 29,194 | 411,300 | SH | Call | SOLE | 411,300 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 24,585 | 87,205 | SH | SOLE | 87,205 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 35,396 | 73,029 | SH | SOLE | 73,029 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 23,344 | 273,344 | SH | SOLE | 273,344 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 8,359 | 29,430 | SH | SOLE | 29,430 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 36,770 | 6,746,826 | SH | SOLE | 6,746,826 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 66,269 | 138,350 | SH | SOLE | 138,350 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 29,226 | 226,593 | SH | SOLE | 226,593 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 17,677 | 81,274 | SH | SOLE | 81,274 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 27,230 | 86,900 | SH | SOLE | 86,900 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 1,467 | 2,356 | SH | SOLE | 2,356 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 14,461 | 209,642 | SH | SOLE | 209,642 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 29,393 | 427,093 | SH | SOLE | 427,093 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 298 | 1,124 | SH | SOLE | 1,124 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 292 | 1,100 | SH | Put | SOLE | 1,100 | 0 | 0 | |
| SUNPOWER CORP | COM | 867652406 | 322 | 14,190 | SH | SOLE | 14,190 | 0 | 0 | ||
| SUNPOWER CORP | COM | 867652406 | 322 | 14,200 | SH | Put | SOLE | 14,200 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 30,623 | 39,488 | SH | SOLE | 39,488 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 29,750 | 967,504 | SH | SOLE | 967,504 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 22,945 | 379,950 | SH | SOLE | 379,950 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 30,386 | 678,242 | SH | SOLE | 678,242 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | 318 | 9,450 | SH | SOLE | 9,450 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 20,088 | 172,597 | SH | SOLE | 172,597 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 6,638 | 400,366 | SH | SOLE | 400,366 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 323 | 43,003 | SH | SOLE | 43,003 | 0 | 0 | ||