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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 64,036 | 605,310 | SH | SOLE | 0 | 605,310 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 24,223 | 31,164 | SH | SOLE | 0 | 31,164 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 85,521 | 106,361 | SH | SOLE | 0 | 106,361 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 157,559 | 188,173 | SH | SOLE | 0 | 188,173 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 42,332 | 374,451 | SH | SOLE | 0 | 374,451 | 0 | 0 | |
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 14,646 | 659,431 | SH | SOLE | 0 | 659,431 | 0 | 0 | |
| ARRIS INTL INC | SHS | G0551A103 | 47,904 | 1,690,942 | SH | SOLE | 0 | 1,690,942 | 0 | 0 | |
| CIRRUS LOGIC INC | COM | 172755100 | 29,020 | 545,999 | SH | SOLE | 0 | 545,999 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 90,395 | 858,454 | SH | SOLE | 0 | 858,454 | 0 | 0 | |
| EPAM SYS INC | COM | 29414B104 | 27,950 | 403,261 | SH | SOLE | 0 | 403,261 | 0 | 0 | |
| FABRINET | SHS | G3323L100 | 53,500 | 1,199,824 | SH | SOLE | 0 | 1,199,824 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 75,751 | 590,559 | SH | SOLE | 0 | 590,559 | 0 | 0 | |
| GIGAMON INC | COM | 37518B102 | 47,759 | 871,516 | SH | SOLE | 0 | 871,516 | 0 | 0 | |
| GRIDSUM HLDG INC | ADR REPSG CL B | 398132100 | 253 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | |
| INPHI CORP | COM | 45772F107 | 14,938 | 343,317 | SH | SOLE | 0 | 343,317 | 0 | 0 | |
| ISHARES TR | PUT | 464287955 | 199,358 | 1,605,000 | SH | Put | SOLE | 0 | 1,605,000 | 0 | 0 |
| MAXLINEAR INC | CL A | 57776J100 | 29,709 | 1,465,682 | SH | SOLE | 0 | 1,465,682 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 55,767 | 968,185 | SH | SOLE | 0 | 968,185 | 0 | 0 | |
| MONOLITHIC PWR SYS INC | COM | 609839105 | 19,964 | 247,995 | SH | SOLE | 0 | 247,995 | 0 | 0 | |
| NETEASE INC | SPONSORED ADR | 64110W102 | 64,021 | 265,891 | SH | SOLE | 0 | 265,891 | 0 | 0 | |
| NUTANIX INC | CL A | 67059N108 | 1,850 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 27,752 | 405,026 | SH | SOLE | 0 | 405,026 | 0 | 0 | |
| OCLARO INC | COM NEW | 67555N206 | 57,162 | 6,685,632 | SH | SOLE | 0 | 6,685,632 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 23,225 | 325,600 | SH | SOLE | 0 | 325,600 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 60,211 | 1,402,861 | SH | SOLE | 0 | 1,402,861 | 0 | 0 | |
| SYMANTEC CORP | COM | 871503108 | 67,412 | 2,685,751 | SH | SOLE | 0 | 2,685,751 | 0 | 0 | |
| THE TRADE DESK INC | COM CL A | 88339J105 | 438 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | |
| VONAGE HLDGS CORP | COM | 92886T201 | 15,460 | 2,338,943 | SH | SOLE | 0 | 2,338,943 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 16,762 | 425,751 | SH | SOLE | 0 | 425,751 | 0 | 0 | |
| YELP INC | CL A | 985817105 | 11,382 | 272,960 | SH | SOLE | 0 | 272,960 | 0 | 0 | |
| YY INC | CALL | 98426t906 | 39,960 | 750,000 | SH | Call | SOLE | 0 | 750,000 | 0 | 0 |
| ZENDESK INC | COM | 98936J101 | 83,771 | 2,727,795 | SH | SOLE | 0 | 2,727,795 | 0 | 0 | |