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 | 137,053 | 793,542 | SH | SOLE | 793,542 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 87,136 | 89,488 | SH | SOLE | 89,488 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 170,652 | 177,513 | SH | SOLE | 177,513 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 6,957 | 244,457 | SH | SOLE | 244,457 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 66,938 | 390,995 | SH | SOLE | 390,995 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 23,688 | 694,270 | SH | SOLE | 694,270 | 0 | 0 | ||
| COGNEX CORP | COM | 192422103 | 49,839 | 451,928 | SH | SOLE | 451,928 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 73,801 | 898,591 | SH | SOLE | 898,591 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 128,084 | 749,598 | SH | SOLE | 749,598 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 18,949 | 1,733,687 | SH | SOLE | 1,733,687 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | CALL | 43289P906 | 27,325 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
| INSTRUCTURE INC | COM | 45781U103 | 25,407 | 766,423 | SH | SOLE | 766,423 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 61,608 | 2,856,179 | SH | SOLE | 2,856,179 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 88,959 | 480,753 | SH | SOLE | 480,753 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 86,436 | 1,590,359 | SH | SOLE | 1,590,359 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 48,097 | 185,754 | SH | SOLE | 185,754 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 24,369 | 619,615 | SH | SOLE | 619,615 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 26,394 | 247,711 | SH | SOLE | 247,711 | 0 | 0 | ||
| MULESOFT INC | CL A | 625207105 | 1,963 | 97,465 | SH | SOLE | 97,465 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 54,465 | 206,454 | SH | SOLE | 206,454 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 74,401 | 410,262 | SH | SOLE | 410,262 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 93,171 | 521,180 | SH | SOLE | 521,180 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 2,673 | 94,745 | SH | SOLE | 94,745 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 59,351 | 1,029,502 | SH | SOLE | 1,029,502 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 41,875 | 1,002,993 | SH | SOLE | 1,002,993 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 1,327 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | CL A | 80874P109 | 95,986 | 2,093,468 | SH | SOLE | 2,093,468 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 154,181 | 1,323,557 | SH | SOLE | 1,323,557 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 44,337 | 1,538,955 | SH | SOLE | 1,538,955 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 28,453 | 140,407 | SH | SOLE | 140,407 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 53,441 | 156,672 | SH | SOLE | 156,672 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 23,847 | 274,795 | SH | SOLE | 274,795 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 42,219 | 1,450,324 | SH | SOLE | 1,450,324 | 0 | 0 | ||