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 | 60,233 | 418,574 | SH | SOLE | 418,574 | 0 | 0 | ||
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | 123 | 11,283 | SH | SOLE | 11,283 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 24,307 | 83,102 | SH | SOLE | 83,102 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 769 | 4,375 | SH | SOLE | 4,375 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 25,978 | 165,092 | SH | SOLE | 165,092 | 0 | 0 | ||
| ASANA INC | CL A | 04342Y104 | 6,152 | 82,516 | SH | SOLE | 82,516 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 46,091 | 19,211 | SH | SOLE | 19,211 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 57,078 | 85,778 | SH | SOLE | 85,778 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 28,018 | 364,001 | SH | SOLE | 364,001 | 0 | 0 | ||
| CINEMARK HLDGS INC | COM | 17243V102 | 10,941 | 678,726 | SH | SOLE | 678,726 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 14,523 | 1,315,454 | SH | SOLE | 1,315,454 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 21,661 | 1,992,738 | SH | SOLE | 1,992,738 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 50,338 | 278,539 | SH | SOLE | 278,539 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 15,561 | 113,321 | SH | SOLE | 113,321 | 0 | 0 | ||
| FRESHWORKS INC | CLASS A COM | 358054104 | 7,228 | 275,267 | SH | SOLE | 275,267 | 0 | 0 | ||
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 | 924 | 12,000 | SH | Put | SOLE | 12,000 | 0 | 0 | |
| KE HLDGS INC | SPONSORED ADS | 482497104 | 8,078 | 401,466 | SH | SOLE | 401,466 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 26,292 | 36,559 | SH | SOLE | 36,559 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 56,571 | 1,323,935 | SH | SOLE | 1,323,935 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 40,411 | 461,896 | SH | SOLE | 461,896 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 820 | 9,416 | SH | SOLE | 9,416 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 90,009 | 966,284 | SH | SOLE | 966,284 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 45,790 | 136,149 | SH | SOLE | 136,149 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 30,833 | 62,498 | SH | SOLE | 62,498 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 12,366 | 121,496 | SH | SOLE | 121,496 | 0 | 0 | ||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 303 | 3,586 | SH | SOLE | 3,586 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 24,261 | 3,900,536 | SH | SOLE | 3,900,536 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 62,147 | 339,845 | SH | SOLE | 339,845 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 24,766 | 319,774 | SH | SOLE | 319,774 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 361 | 1,285 | SH | SOLE | 1,285 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 32,145 | 30,418 | SH | SOLE | 30,418 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 19,638 | 797,618 | SH | SOLE | 797,618 | 0 | 0 | ||
| TUSIMPLE HLDGS INC | CL A | 90089L108 | 17,538 | 399,011 | SH | Call | SOLE | 399,011 | 0 | 0 | |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 15,002 | 288,714 | SH | SOLE | 288,714 | 0 | 0 | ||
| VONTIER CORPORATION | COM | 928881101 | 336 | 10,930 | SH | SOLE | 10,930 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 2,822 | 151,074 | SH | SOLE | 151,074 | 0 | 0 | ||