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 | 44,506 | 978,574 | SH | SOLE | 978,574 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 45,594 | 1,002,500 | SH | Call | SOLE | 1,002,500 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 36,071 | 185,473 | SH | SOLE | 185,473 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 43,945 | 22,539 | SH | SOLE | 22,539 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 39,027 | 435,326 | SH | SOLE | 435,326 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 27,946 | 109,900 | SH | Call | SOLE | 109,900 | 0 | 0 | |
CIENA CORP | COM NEW | 171779309 | 29,327 | 736,669 | SH | SOLE | 736,669 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 5,562 | 610,519 | SH | SOLE | 610,519 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 236 | 1,704 | SH | SOLE | 1,704 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 5,406 | 150,244 | SH | SOLE | 150,244 | 0 | 0 | ||
DISH NETWORK CORPORATION | CL A | 25470M109 | 15,873 | 794,046 | SH | SOLE | 794,046 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 22,519 | 403,492 | SH | SOLE | 403,492 | 0 | 0 | ||
ENERGY FOCUS INC | COM NEW | 29268T300 | 7 | 20,300 | SH | SOLE | 20,300 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 27,045 | 3,342,995 | SH | SOLE | 3,342,995 | 0 | 0 | ||
II VI INC | COM | 902104108 | 4,159 | 145,940 | SH | SOLE | 145,940 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 65,287 | 824,639 | SH | SOLE | 824,639 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 33,068 | 1,461,237 | SH | SOLE | 1,461,237 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 69,378 | 1,649,507 | SH | SOLE | 1,649,507 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 42,918 | 1,020,400 | SH | Call | SOLE | 1,020,400 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 53,002 | 336,072 | SH | SOLE | 336,072 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 45,371 | 270,938 | SH | SOLE | 270,938 | 0 | 0 | ||
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 223 | 5,190 | SH | SOLE | 5,190 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 5,172 | 1,668,409 | SH | SOLE | 1,668,409 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 14,201 | 898,779 | SH | SOLE | 898,779 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 27,877 | 105,754 | SH | SOLE | 105,754 | 0 | 0 | ||
POWER INTEGRATIONS INC | COM | 739276103 | 10,059 | 113,883 | SH | SOLE | 113,883 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 57,187 | 269,866 | SH | SOLE | 269,866 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 87,635 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 21,909 | 85,000 | SH | Call | SOLE | 85,000 | 0 | 0 | |
SUNRUN INC | COM | 86771W105 | 175 | 17,325 | SH | SOLE | 17,325 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 56 | 5,500 | SH | Put | SOLE | 5,500 | 0 | 0 | |
T MOBILE US INC | COM | 872590104 | 26,265 | 313,048 | SH | SOLE | 313,048 | 0 | 0 |