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
AKOUSTIS TECHNOLOGIES INC COM 00973N102 1,660 248,461 SH   SOLE N/A 248,461 0 0
AMAZON COM INC COM 023135106 2,334 700 SH   SOLE N/A 700 0 0
AMBARELLA INC SHS G037AX101 203 1,000 SH   SOLE N/A 1,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 508 98,814 SH   SOLE N/A 98,814 0 0
ARISTA NETWORKS INC COM 040413106 1,438 10,000 SH   SOLE N/A 10,000 0 0
AVEPOINT INC COM CL A 053604104 328 52,073 SH   SOLE N/A 52,073 0 0
BANDWIDTH INC COM CL A 05988J103 3,409 47,500 SH   SOLE N/A 47,500 0 0
CALIX INC COM 13100M509 1,496 18,712 SH   SOLE N/A 18,712 0 0
CASA SYS INC COM 14713L102 1,187 209,425 SH   SOLE N/A 209,425 0 0
CIENA CORP COM NEW 171779309 3,425 44,503 SH   SOLE N/A 44,503 0 0
COMMSCOPE HLDG CO INC COM 20337X109 2,650 240,000 SH   SOLE N/A 240,000 0 0
DOUBLEDOWN INTERACTIVE CO LT ADS 25862B109 1,219 78,658 SH   SOLE N/A 78,658 0 0
DRAFTKINGS INC COM CL A 26142R104 824 30,000 SH   SOLE N/A 30,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 736 103,255 SH   SOLE N/A 103,255 0 0
GREENIDGE GENERATION HLDGS I CLASS A COM 39531G100 522 32,500 SH   SOLE N/A 32,500 0 0
HARMONIC INC COM 413160102 2,413 205,150 SH   SOLE N/A 205,150 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 582 80,000 SH   SOLE N/A 80,000 0 0
II-VI INC COM 902104108 4,509 65,993 SH   SOLE N/A 65,993 0 0
LUMENTUM HLDGS INC COM 55024U109 4,077 38,548 SH   SOLE N/A 38,548 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,604 18,333 SH   SOLE N/A 18,333 0 0
MAXLINEAR INC COM 57776J100 2,412 32,000 SH   SOLE N/A 32,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,795 30,000 SH   SOLE N/A 30,000 0 0
MYNARIC AG SPON ADS 62857X101 382 30,000 SH   SOLE N/A 30,000 0 0
NLIGHT INC COM 65487K100 1,776 74,154 SH   SOLE N/A 74,154 0 0
ORIGIN MATERIALS INC COM 68622D106 223 34,571 SH   SOLE N/A 34,571 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 358 10,000 SH   SOLE N/A 10,000 0 0
SALESFORCE COM INC COM 79466L302 3,558 14,000 SH   SOLE N/A 14,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 393 83,000 SH   SOLE N/A 83,000 0 0
SNAP INC CL A 83304A106 588 12,500 SH   SOLE N/A 12,500 0 0
STRONGHOLD DIGITAL MINING IN CLASS A COM 86337R103 896 69,701 SH   SOLE N/A 69,701 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 2,262 57,000 SH   SOLE N/A 57,000 0 0
TWILIO INC CL A 90138F102 1,185 4,500 SH   SOLE N/A 4,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 524 12,500 SH   SOLE N/A 12,500 0 0
VIAVI SOLUTIONS INC COM 925550105 2,907 165,000 SH   SOLE N/A 165,000 0 0
WESTERN DIGITAL CORP. COM 958102105 1,294 19,842 SH   SOLE N/A 19,842 0 0
WOLFSPEED INC COM 977852102 228 2,036 SH   SOLE N/A 2,036 0 0
XILINX INC COM 983919101 3,180 15,000 SH   SOLE N/A 15,000 0 0