The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 35,541 | 538,831 | SH | SOLE | 0 | 538,831 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 41,994 | 1,084,839 | SH | SOLE | 0 | 1,084,839 | 0 | 0 | |
| ADOBE SYS INC | COM | 00724F101 | 41,333 | 439,994 | SH | SOLE | 0 | 439,994 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 20,596 | 253,421 | SH | SOLE | 0 | 253,421 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 29,279 | 38,582 | SH | SOLE | 0 | 38,582 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 49,837 | 64,057 | SH | SOLE | 0 | 64,057 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 134,633 | 199,193 | SH | SOLE | 0 | 199,193 | 0 | 0 | |
| ANALOG DEVICES INC | COM | 032654105 | 39,539 | 714,737 | SH | SOLE | 0 | 714,737 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 35,621 | 338,408 | SH | SOLE | 0 | 338,408 | 0 | 0 | |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 17,206 | 1,002,684 | SH | SOLE | 0 | 1,002,684 | 0 | 0 | |
| ATLASSIAN CORP PLC | CL A | G06242104 | 19,552 | 650,000 | SH | SOLE | 0 | 650,000 | 0 | 0 | |
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 14,111 | 97,214 | SH | SOLE | 0 | 97,214 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 34,295 | 499,061 | SH | SOLE | 0 | 499,061 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 76,484 | 1,269,870 | SH | SOLE | 0 | 1,269,870 | 0 | 0 | |
| EPAM SYS INC | COM | 29414B104 | 31,967 | 406,600 | SH | SOLE | 0 | 406,600 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 60,379 | 576,903 | SH | SOLE | 0 | 576,903 | 0 | 0 | |
| INPHI CORP | COM | 45772F107 | 12,629 | 467,382 | SH | SOLE | 0 | 467,382 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 25,908 | 802,990 | SH | SOLE | 0 | 802,990 | 0 | 0 | |
| LENDINGTREE INC NEW | COM | 52603B107 | 3,298 | 36,937 | SH | SOLE | 0 | 36,937 | 0 | 0 | |
| MAXLINEAR INC | CL A | 57776J100 | 20,960 | 1,422,965 | SH | SOLE | 0 | 1,422,965 | 0 | 0 | |
| MONOLITHIC PWR SYS INC | COM | 609839105 | 11,705 | 183,724 | SH | SOLE | 0 | 183,724 | 0 | 0 | |
| NETEASE INC | SPONSORED ADR | 64110W102 | 103,909 | 573,323 | SH | SOLE | 0 | 573,323 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 38,095 | 333,059 | SH | SOLE | 0 | 333,059 | 0 | 0 | |
| NEW RELIC INC | COM | 64829B100 | 15,036 | 412,734 | SH | SOLE | 0 | 412,734 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 20,749 | 629,513 | SH | SOLE | 0 | 629,513 | 0 | 0 | |
| OCLARO INC | COM NEW | 67555N206 | 18,242 | 5,241,989 | SH | SOLE | 0 | 5,241,989 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 29,961 | 170,100 | SH | SOLE | 0 | 170,100 | 0 | 0 | |
| QORVO INC | COM | 74736K101 | 12,745 | 250,387 | SH | SOLE | 0 | 250,387 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 42,053 | 536,393 | SH | SOLE | 0 | 536,393 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 19,442 | 753,569 | SH | SOLE | 0 | 753,569 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 10,168 | 107,914 | SH | SOLE | 0 | 107,914 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 34,407 | 722,541 | SH | SOLE | 0 | 722,541 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 99,181 | 3,751,158 | SH | SOLE | 0 | 3,751,158 | 0 | 0 | |