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 | 4,523 | 85,540 | SH | SOLE | 85,540 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 39,947 | 479,897 | SH | SOLE | 479,897 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 39,482 | 106,105 | SH | SOLE | 106,105 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 81,972 | 658,777 | SH | SOLE | 658,777 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 11,633 | 91,615 | SH | SOLE | 91,615 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 48,623 | 826,717 | SH | SOLE | 826,717 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 55,405 | 1,001,716 | SH | SOLE | 1,001,716 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 60,498 | 735,849 | SH | SOLE | 735,849 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 13,511 | 24,357 | SH | SOLE | 24,357 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 26,217 | 47,842 | SH | SOLE | 47,842 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 42,825 | 943,483 | SH | SOLE | 943,483 | 0 | 0 | ||
| IMPERVA INC | COM | 45321L100 | 10,221 | 239,366 | SH | SOLE | 239,366 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 53,173 | 2,703,254 | SH | SOLE | 2,703,254 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 20,498 | 1,149,625 | SH | SOLE | 1,149,625 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | PUT | 459200951 | 29,660 | 184,800 | SH | Put | SOLE | 184,800 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 35,265 | 1,200,302 | SH | SOLE | 1,200,302 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 17,626 | 250,958 | SH | SOLE | 250,958 | 0 | 0 | ||
| MA COM TECHNOLOGY SOLUTIONS | COM | 55405Y100 | 10,403 | 279,206 | SH | SOLE | 279,206 | 0 | 0 | ||
| MICROSEMI CORP | COM | 595137100 | 23,650 | 668,078 | SH | SOLE | 668,078 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 50,959 | 483,942 | SH | SOLE | 483,942 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 11,687 | 116,455 | SH | SOLE | 116,455 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 53,055 | 363,190 | SH | SOLE | 363,190 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 10,970 | 9,423 | SH | SOLE | 9,423 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 57,409 | 720,309 | SH | SOLE | 720,309 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 5,865 | 59,666 | SH | SOLE | 59,666 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 13,141 | 1,408,240 | SH | SOLE | 1,408,240 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 39,362 | 425,445 | SH | SOLE | 425,445 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 44,414 | 1,508,637 | SH | SOLE | 1,508,637 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 11,973 | 624,920 | SH | SOLE | 624,920 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 52,221 | 2,301,480 | SH | SOLE | 2,301,480 | 0 | 0 | ||