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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 32,417 | 152,839 | SH | SOLE | 152,839 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 53,009 | 446,056 | SH | SOLE | 446,056 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 17,638 | 413,176 | SH | SOLE | 413,176 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 17,641 | 1,243,223 | SH | SOLE | 1,243,223 | 0 | 0 | ||
COSTAMARE INC | SHS | Y1771G102 | 95 | 10,020 | SH | SOLE | 10,020 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 8,175 | 216,388 | SH | SOLE | 216,388 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 24,312 | 168,101 | SH | SOLE | 168,101 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 26,847 | 417,532 | SH | SOLE | 417,532 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 246 | 9,402 | SH | SOLE | 9,402 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 22,198 | 2,528,274 | SH | SOLE | 2,528,274 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 58,880 | 286,870 | SH | SOLE | 286,870 | 0 | 0 | ||
GENTHERM INC | COM | 37253A103 | 281 | 6,320 | SH | SOLE | 6,320 | 0 | 0 | ||
II VI INC | COM | 902104108 | 5,088 | 151,120 | SH | SOLE | 151,120 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 41,815 | 564,909 | SH | SOLE | 564,909 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 24,878 | 313,723 | SH | SOLE | 313,723 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 76,776 | 1,427,590 | SH | SOLE | 1,427,590 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 55,887 | 354,390 | SH | SOLE | 354,390 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 33,175 | 285,423 | SH | SOLE | 285,423 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 38,836 | 230,247 | SH | SOLE | 230,247 | 0 | 0 | ||
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 7,616 | 127,994 | SH | SOLE | 127,994 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 35,179 | 291,026 | SH | SOLE | 291,026 | 0 | 0 | ||
SUNNOVA ENERGY INTL INC | COM | 86745K104 | 183 | 16,360 | SH | SOLE | 16,360 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 3,509 | 18,880 | SH | SOLE | 18,880 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 19,493 | 248,575 | SH | SOLE | 248,575 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 57,712 | 137,959 | SH | SOLE | 137,959 | 0 | 0 | ||
WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 375 | 3,762 | SH | SOLE | 3,762 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 26,334 | 414,901 | SH | SOLE | 414,901 | 0 | 0 |