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 |
|
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 |
2U INC | COM | 90214J101 | 640 | 17,000 | SH | SOLE | 0 | 17,000 | 0 | 0 | |
ACACIA COMMUNICATIONS INC | COM | 00401C108 | 1,651 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 1,002 | 12,500 | SH | SOLE | 0 | 12,500 | 0 | 0 | |
AKOUSTIS TECHNOLOGIES INC | COM | 00973N102 | 725 | 113,302 | SH | SOLE | 0 | 113,302 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,542 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | |
ARISTA NETWORKS INC | COM | 040413106 | 2,077 | 8,000 | SH | SOLE | 0 | 8,000 | 0 | 0 | |
BENEFITFOCUS INC | COM | 08180D106 | 1,833 | 67,500 | SH | SOLE | 0 | 67,500 | 0 | 0 | |
CARBON BLACK INC | COM | 14081R103 | 836 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
CIENA CORP | COM NEW | 171779309 | 2,597 | 63,149 | SH | SOLE | 0 | 63,149 | 0 | 0 | |
CLOUDERA INC | COM | 18914U100 | 1,052 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
CORNING INC | COM | 219350105 | 2,826 | 85,058 | SH | SOLE | 0 | 85,058 | 0 | 0 | |
DASAN ZHONE SOLUTIONS INC | COM NEW | 23305L206 | 646 | 49,700 | SH | SOLE | 0 | 49,700 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 3,491 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
FIREEYE INC | COM | 31816Q101 | 2,513 | 169,712 | SH | SOLE | 0 | 169,712 | 0 | 0 | |
GORDON POINTE ACQUISITION CO | UNIT 01/18/2023 | 382788206 | 265 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
HEMISPHERE MEDIA GROUP INC | CL A | 42365Q103 | 1,034 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 124 | 35,680 | SH | SOLE | 0 | 35,680 | 0 | 0 | |
II VI INC | COM | 902104108 | 2,200 | 60,174 | SH | SOLE | 0 | 60,174 | 0 | 0 | |
INFINERA CORPORATION | COM | 45667G103 | 291 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
INPHI CORP | COM | 45772F107 | 2,203 | 43,970 | SH | SOLE | 0 | 43,970 | 0 | 0 | |
INTELSAT S A | COM | L5140P101 | 584 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
INTERXION HOLDING N.V | SHS | N47279109 | 647 | 8,500 | SH | SOLE | 0 | 8,500 | 0 | 0 | |
ITERIS INC | COM | 46564T107 | 155 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
LUMENTUM HLDGS INC | COM | 55024U109 | 534 | 10,000 | SH | Call | SOLE | 0 | 10,000 | 0 | 0 |
LUMENTUM HLDGS INC | COM | 55024U109 | 4,523 | 84,692 | SH | SOLE | 0 | 84,692 | 0 | 0 | |
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 1,135 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 1,035 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
NEOPHOTONICS CORP | COM | 64051T100 | 2,903 | 694,440 | SH | SOLE | 0 | 694,440 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 1,469 | 4,000 | SH | SOLE | 0 | 4,000 | 0 | 0 | |
NOKIA CORP | SPONSORED ADR | 654902204 | 1,937 | 386,697 | SH | SOLE | 0 | 386,697 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 1,528 | 7,500 | SH | SOLE | 0 | 7,500 | 0 | 0 | |
PURE STORAGE INC | CL A | 74624M102 | 3,485 | 228,246 | SH | SOLE | 0 | 228,246 | 0 | 0 | |
RESONANT INC | COM | 76118L102 | 262 | 110,000 | SH | SOLE | 0 | 110,000 | 0 | 0 | |
ROGERS CORP | COM | 775133101 | 1,022 | 5,923 | SH | SOLE | 0 | 5,923 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 2,124 | 14,000 | SH | SOLE | 0 | 14,000 | 0 | 0 | |
SNAP INC | CL A | 83304A106 | 429 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
TESLA INC | COM | 88160R101 | 2,235 | 10,000 | SH | Call | SOLE | 0 | 10,000 | 0 | 0 |
TESLA INC | COM | 88160R101 | 670 | 3,000 | SH | SOLE | 0 | 3,000 | 0 | 0 | |
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 747 | 47,352 | SH | SOLE | 0 | 47,352 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 232 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | 0 | |
ULTRA CLEAN HLDGS INC | COM | 90385V107 | 626 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
VIAVI SOLUTIONS INC | COM | 925550105 | 2,658 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 |