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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 21,295 | 452,607 | SH | SOLE | 0 | 452,607 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 26,582 | 860,548 | SH | SOLE | 0 | 860,548 | 0 | 0 | |
| ADOBE SYS INC | COM | 00724F101 | 16,411 | 199,599 | SH | SOLE | 0 | 199,599 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 71,739 | 140,145 | SH | SOLE | 0 | 140,145 | 0 | 0 | |
| ANALOG DEVICES INC | COM | 032654105 | 66,483 | 1,178,566 | SH | SOLE | 0 | 1,178,566 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 62,701 | 568,460 | SH | SOLE | 0 | 568,460 | 0 | 0 | |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 15,214 | 810,125 | SH | SOLE | 0 | 810,125 | 0 | 0 | |
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 20,809 | 166,460 | SH | SOLE | 0 | 166,460 | 0 | 0 | |
| BARNES & NOBLE ED INC | COM | 06777U101 | 14,306 | 1,125,545 | SH | SOLE | 0 | 1,125,545 | 0 | 0 | |
| BARNES & NOBLE INC | COM | 067774109 | 17,335 | 1,431,461 | SH | SOLE | 0 | 1,431,461 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 44,986 | 664,005 | SH | SOLE | 0 | 664,005 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 80,939 | 1,215,842 | SH | SOLE | 0 | 1,215,842 | 0 | 0 | |
| EPAM SYS INC | COM | 29414B104 | 20,711 | 277,929 | SH | SOLE | 0 | 277,929 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 51,880 | 577,088 | SH | SOLE | 0 | 577,088 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 40,905 | 64,078 | SH | SOLE | 0 | 64,078 | 0 | 0 | |
| GOOGLE INC | CL C | 38259P706 | 23,482 | 38,595 | SH | SOLE | 0 | 38,595 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 2,367 | 36,271 | SH | SOLE | 0 | 36,271 | 0 | 0 | |
| INPHI CORP | COM | 45772F107 | 14,378 | 598,092 | SH | SOLE | 0 | 598,092 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 30,047 | 1,152,978 | SH | SOLE | 0 | 1,152,978 | 0 | 0 | |
| LENDINGTREE INC NEW | COM | 52603B107 | 5,465 | 58,746 | SH | SOLE | 0 | 58,746 | 0 | 0 | |
| MAXLINEAR INC | CL A | 57776J100 | 18,827 | 1,513,452 | SH | SOLE | 0 | 1,513,452 | 0 | 0 | |
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 4,336 | 114,729 | SH | SOLE | 0 | 114,729 | 0 | 0 | |
| MONOLITHIC PWR SYS INC | COM | 609839105 | 9,411 | 183,800 | SH | SOLE | 0 | 183,800 | 0 | 0 | |
| NETEASE INC | SPONSORED ADR | 64110W102 | 89,871 | 748,176 | SH | SOLE | 0 | 748,176 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 28,277 | 273,846 | SH | SOLE | 0 | 273,846 | 0 | 0 | |
| NEW RELIC INC | COM | 64829B100 | 12,411 | 325,655 | SH | SOLE | 0 | 325,655 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 17,871 | 725,000 | SH | SOLE | 0 | 725,000 | 0 | 0 | |
| OCLARO INC | COM NEW | 67555N206 | 8,811 | 3,831,018 | SH | SOLE | 0 | 3,831,018 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 23,772 | 138,209 | SH | SOLE | 0 | 138,209 | 0 | 0 | |
| QORVO INC | COM | 74736K101 | 19,562 | 434,238 | SH | SOLE | 0 | 434,238 | 0 | 0 | |
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 16,727 | 556,254 | SH | SOLE | 0 | 556,254 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 10,013 | 144,210 | SH | SOLE | 0 | 144,210 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 8,612 | 107,944 | SH | SOLE | 0 | 107,944 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 24,232 | 691,163 | SH | SOLE | 0 | 691,163 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 9,349 | 135,771 | SH | SOLE | 0 | 135,771 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 57,236 | 2,903,918 | SH | SOLE | 0 | 2,903,918 | 0 | 0 | |