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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 159,054 922,429 SH   SOLE   922,429 0 0
ALPHABET INC CAP STK CL A 02079K305 137,827 130,840 SH   SOLE   130,840 0 0
AMAZON COM INC COM 023135106 264,422 226,104 SH   SOLE   226,104 0 0
APPIAN CORP CL A 03782L101 7,686 244,143 SH   SOLE   244,143 0 0
APPLE INC COM 037833100 24,342 143,840 SH   SOLE   143,840 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 42,462 244,287 SH   SOLE   244,287 0 0
BLACKLINE INC COM 09239B109 6,073 185,152 SH   SOLE   185,152 0 0
BOX INC CL A 10316T104 16,863 798,418 SH   SOLE   798,418 0 0
ELLIE MAE INC COM 28849P100 70,549 789,136 SH   SOLE   789,136 0 0
FACEBOOK INC CL A 30303M102 155,178 879,392 SH   SOLE   879,392 0 0
HIMAX TECHNOLOGIES INC CALL 43289P906 26,050 2,500,000 SH Call SOLE   2,500,000 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 31,708 3,043,026 SH   SOLE   3,043,026 0 0
KULICKE & SOFFA INDS INC COM 501242101 81,422 3,345,875 SH   SOLE   3,345,875 0 0
LAM RESEARCH CORP COM 512807108 61,037 331,596 SH   SOLE   331,596 0 0
LUMENTUM HLDGS INC COM 55024U109 84,427 1,726,516 SH   SOLE   1,726,516 0 0
MERCADOLIBRE INC COM 58733R102 105,046 333,839 SH   SOLE   333,839 0 0
MICRON TECHNOLOGY INC COM 595112103 46,807 1,138,291 SH   SOLE   1,138,291 0 0
MICROSOFT CORP COM 594918104 74,417 869,972 SH   SOLE   869,972 0 0
MONOLITHIC PWR SYS INC COM 609839105 27,797 247,392 SH   SOLE   247,392 0 0
MULESOFT INC CL A 625207105 58,994 2,536,291 SH   SOLE   2,536,291 0 0
NETEASE INC SPONSORED ADR 64110W102 55,023 159,456 SH   SOLE   159,456 0 0
NETFLIX INC COM 64110L106 78,653 409,734 SH   SOLE   409,734 0 0
NVIDIA CORP COM 67066G104 51,494 266,117 SH   SOLE   266,117 0 0
PROS HOLDINGS INC COM 74346Y103 16,094 608,485 SH   SOLE   608,485 0 0
RINGCENTRAL INC CL A 76680R206 35,989 743,568 SH   SOLE   743,568 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 107,257 2,090,775 SH   SOLE   2,090,775 0 0
SHOPIFY INC CL A 82509L107 165,255 1,636,189 SH   SOLE   1,636,189 0 0
YY INC ADS REPCOM CLA 98426T106 105,820 935,962 SH   SOLE   935,962 0 0
ZENDESK INC COM 98936J101 61,112 1,805,901 SH   SOLE   1,805,901 0 0