The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 7,870 | 1,138,897 | SH | SOLE | 1,138,897 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 6,658 | 62,936 | SH | SOLE | 62,936 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 2,758 | 24,400 | SH | SOLE | 24,400 | 0 | 0 | ||
APPLIED MICRO CIRCUITS CORP | COM NEW | 03822W406 | 2,436 | 350,520 | SH | SOLE | 350,520 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 7,125 | 41,299 | SH | SOLE | 41,299 | 0 | 0 | ||
CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 4,642 | 75,449 | SH | SOLE | 75,449 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 5,277 | 99,293 | SH | SOLE | 99,293 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 39 | 33,270 | SH | SOLE | 33,270 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 13,872 | 108,146 | SH | SOLE | 108,146 | 0 | 0 | ||
GAMESTOP CORP NEW | CL A | 36467W109 | 3,629 | 131,520 | SH | SOLE | 131,520 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 1,338 | 30,756 | SH | SOLE | 30,756 | 0 | 0 | ||
LINEAR TECHNOLOGY CORP | COM | 535678106 | 6,732 | 113,537 | SH | SOLE | 113,537 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 3,677 | 19,239 | SH | SOLE | 19,239 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 13,660 | 768,277 | SH | SOLE | 768,277 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 4,461 | 55,413 | SH | SOLE | 55,413 | 0 | 0 | ||
NRG YIELD INC | CL A NEW | 62942X306 | 410 | 25,140 | SH | SOLE | 25,140 | 0 | 0 | ||
OCLARO INC | COM NEW | 67555N206 | 2,765 | 323,360 | SH | SOLE | 323,360 | 0 | 0 | ||
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 4,375 | 113,478 | SH | SOLE | 113,478 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 71 | 11,325 | SH | SOLE | 11,325 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 7,323 | 156,740 | SH | SOLE | 156,740 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 4,929 | 88,795 | SH | SOLE | 88,795 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 9,701 | 165,911 | SH | SOLE | 165,911 | 0 | 0 | ||
YY INC | ADS REPCOM CLA | 98426T106 | 6,070 | 113,919 | SH | SOLE | 113,919 | 0 | 0 |