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 | 7,779 | 96,114 | SH | SOLE | 96,114 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 30,136 | 367,621 | SH | SOLE | 367,621 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 35,350 | 120,813 | SH | SOLE | 120,813 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 31,144 | 9,892 | SH | SOLE | 9,892 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 16,732 | 144,586 | SH | SOLE | 144,586 | 0 | 0 | ||
CANADIAN SOLAR INC | COM | 136635109 | 276 | 7,870 | SH | SOLE | 7,870 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 17,598 | 443,111 | SH | SOLE | 443,111 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 29,761 | 216,830 | SH | SOLE | 216,830 | 0 | 0 | ||
DAQO NEW ENERGY CORP | SPNSRD ADR NEW | 23703Q203 | 407 | 3,006 | SH | SOLE | 3,006 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 26,044 | 256,791 | SH | SOLE | 256,791 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 7,713 | 59,156 | SH | SOLE | 59,156 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 275 | 3,325 | SH | SOLE | 3,325 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 45,459 | 4,174,669 | SH | SOLE | 4,174,669 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 23,510 | 89,770 | SH | SOLE | 89,770 | 0 | 0 | ||
HUAMI CORP | SPONSORED ADS | 44331K103 | 4,779 | 371,971 | SH | SOLE | 371,971 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 14,907 | 541,749 | SH | SOLE | 541,749 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 73,690 | 1,558,132 | SH | SOLE | 1,558,132 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 83,518 | 1,778,500 | SH | Put | SOLE | 1,778,500 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 57,107 | 271,783 | SH | SOLE | 271,783 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 13,108 | 3,352,500 | SH | Call | SOLE | 3,352,500 | 0 | 0 | |
PACIFIC ETHANOL INC | COM | 69423U305 | 121 | 16,510 | SH | SOLE | 16,510 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 29,672 | 229,787 | SH | SOLE | 229,787 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 49,164 | 179,199 | SH | SOLE | 179,199 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 45,029 | 238,576 | SH | SOLE | 238,576 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 85,434 | 587,419 | SH | SOLE | 587,419 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 36,024 | 191,548 | SH | SOLE | 191,548 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 59,633 | 521,775 | SH | SOLE | 521,775 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 62,205 | 435,894 | SH | SOLE | 435,894 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 35,972 | 988,385 | SH | SOLE | 988,385 | 0 | 0 |