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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 18,108 | 217,675 | SH | SOLE | 217,675 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 18,859 | 610,559 | SH | SOLE | 610,559 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 18,106 | 109,895 | SH | SOLE | 109,895 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 26,541 | 22,238 | SH | SOLE | 22,238 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 22,863 | 731,833 | SH | SOLE | 731,833 | 0 | 0 | ||
MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 4,961 | 501,148 | SH | SOLE | 501,148 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 57,738 | 504,830 | SH | SOLE | 504,830 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 11,367 | 161,559 | SH | SOLE | 161,559 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 43,241 | 562,367 | SH | SOLE | 562,367 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 16,689 | 231,694 | SH | SOLE | 231,694 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 28,072 | 176,522 | SH | SOLE | 176,522 | 0 | 0 | ||
SUNWORKS INC | COM | 86803X105 | 15 | 31,200 | SH | SOLE | 31,200 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 24,266 | 345,771 | SH | SOLE | 345,771 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 24,849 | 180,079 | SH | SOLE | 180,079 | 0 | 0 | ||
TERRAFORM PWR INC | COM CL A | 88104R209 | 216 | 18,742 | SH | SOLE | 18,742 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 37,437 | 348,924 | SH | SOLE | 348,924 | 0 | 0 | ||
VIVINT SOLAR INC | COM | 92854Q106 | 84 | 16,152 | SH | SOLE | 16,152 | 0 | 0 |