The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACACIA COMMUNICATIONS INC COM 00401C108 23,502 400,928 SH   SOLE   400,928 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 41,941 388,955 SH   SOLE   388,955 0 0
ALPHABET INC CAP STK CL A 02079K305 75,525 89,083 SH   SOLE   89,083 0 0
AMAZON COM INC COM 023135106 146,446 165,188 SH   SOLE   165,188 0 0
APPLE INC COM 037833100 93,497 650,821 SH   SOLE   650,821 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 64,873 1,155,356 SH   SOLE   1,155,356 0 0
ELLIE MAE INC COM 28849P100 99,719 994,501 SH   SOLE   994,501 0 0
FABRINET SHS G3323L100 38,493 915,836 SH   SOLE   915,836 0 0
FACEBOOK INC CL A 30303M102 97,031 683,074 SH   SOLE   683,074 0 0
FACEBOOK INC PUT 30303M952 65,343 460,000 SH Put SOLE   460,000 0 0
HOST HOTELS & RESORTS INC PUT 44107P954 37,320 2,000,000 SH Put SOLE   2,000,000 0 0
INSTRUCTURE INC COM 45781U103 26,000 1,111,122 SH   SOLE   1,111,122 0 0
ISHARES TR PUT 464287955 151,228 1,100,000 SH Put SOLE   1,100,000 0 0
LAM RESEARCH CORP COM 512807108 30,670 238,936 SH   SOLE   238,936 0 0
LUMENTUM HLDGS INC COM 55024U109 51,341 962,339 SH   SOLE   962,339 0 0
MAXLINEAR INC COM 57776J100 34,350 1,224,602 SH   SOLE   1,224,602 0 0
MERCADOLIBRE INC COM 58733R102 30,322 143,385 SH   SOLE   143,385 0 0
MICROSOFT CORP COM 594918104 46,635 708,096 SH   SOLE   708,096 0 0
MONOLITHIC PWR SYS INC COM 609839105 22,862 248,233 SH   SOLE   248,233 0 0
NETEASE INC SPONSORED ADR 64110W102 99,670 350,951 SH   SOLE   350,951 0 0
NETFLIX INC COM 64110L106 96,975 656,082 SH   SOLE   656,082 0 0
SERVICENOW INC PUT 81762P952 34,988 400,000 SH Put SOLE   400,000 0 0
NVIDIA CORP COM 67066G104 47,937 440,068 SH   SOLE   440,068 0 0
OCLARO INC COM NEW 67555N206 46,021 4,686,495 SH   SOLE   4,686,495 0 0
PEGASYSTEMS INC COM 705573103 43,409 989,934 SH   SOLE   989,934 0 0
QUANTENNA COMMUNICATIONS INC COM 74766D100 19,009 912,601 SH   SOLE   912,601 0 0
SHOPIFY INC CL A 82509L107 70,837 1,040,337 SH   SOLE   1,040,337 0 0
SPDR S&P 500 ETF TR PUT 78462F953 82,509 350,000 SH Put SOLE   350,000 0 0
SYMANTEC CORP COM 871503108 50,586 1,648,826 SH   SOLE   1,648,826 0 0
ZENDESK INC COM 98936J101 69,893 2,492,628 SH   SOLE   2,492,628 0 0