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 |
2U INC | COM | 90214J101 | 2,442 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 251 | 8,644 | SH | SOLE | 0 | 8,644 | 0 | 0 | |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 822 | 9,000 | SH | SOLE | 0 | 9,000 | 0 | 0 | |
AKOUSTIS TECHNOLOGIES INC | COM | 00973N102 | 1,105 | 142,565 | SH | SOLE | 0 | 142,565 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,485 | 8,881 | SH | SOLE | 0 | 8,881 | 0 | 0 | |
ANAPLAN INC | COM | 03272L108 | 1,136 | 24,179 | SH | SOLE | 0 | 24,179 | 0 | 0 | |
BANDWIDTH INC | COM CL A | 05988J103 | 1,816 | 27,886 | SH | SOLE | 0 | 27,886 | 0 | 0 | |
BENEFITFOCUS INC | COM | 08180D106 | 2,636 | 110,690 | SH | SOLE | 0 | 110,690 | 0 | 0 | |
CIENA CORP | COM NEW | 171779309 | 4,317 | 110,031 | SH | SOLE | 0 | 110,031 | 0 | 0 | |
CLOUDERA INC | COM | 18914U100 | 815 | 92,000 | SH | SOLE | 0 | 92,000 | 0 | 0 | |
CORNING INC | COM | 219350105 | 2,200 | 77,131 | SH | SOLE | 0 | 77,131 | 0 | 0 | |
DASAN ZHONE SOLUTIONS INC | COM NEW | 23305L206 | 478 | 52,200 | SH | SOLE | 0 | 52,200 | 0 | 0 | |
DATADOG INC | CL A COM | 23804L103 | 226 | 6,674 | SH | SOLE | 0 | 6,674 | 0 | 0 | |
DELL TECHNOLOGIES INC | CL C | 24703L202 | 1,363 | 26,290 | SH | SOLE | 0 | 26,290 | 0 | 0 | |
DROPBOX INC | CL A | 26210C104 | 1,009 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
FABRINET | SHS | G3323L100 | 262 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | 0 | |
FIREEYE INC | COM | 31816Q101 | 2,668 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
GORDON POINTE ACQUISITION CO | UNIT 01/18/2023 | 382788206 | 268 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
HARMONIC INC | COM | 413160102 | 561 | 85,253 | SH | SOLE | 0 | 85,253 | 0 | 0 | |
HEMISPHERE MEDIA GROUP INC | CL A | 42365Q103 | 1,003 | 82,100 | SH | SOLE | 0 | 82,100 | 0 | 0 | |
II VI INC | COM | 902104108 | 264 | 7,500 | SH | SOLE | 0 | 7,500 | 0 | 0 | |
INPHI CORP | COM | 45772F107 | 1,465 | 24,000 | SH | SOLE | 0 | 24,000 | 0 | 0 | |
INTELSAT S A | COM | L5140P101 | 929 | 40,743 | SH | SOLE | 0 | 40,743 | 0 | 0 | |
INTERXION HOLDING N.V | SHS | N47279109 | 692 | 8,500 | SH | SOLE | 0 | 8,500 | 0 | 0 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 13,217 | 70,000 | SH | Put | SOLE | 0 | 60,000 | 0 | 0 |
LUMENTUM HLDGS INC | COM | 55024U109 | 4,298 | 80,254 | SH | SOLE | 0 | 80,254 | 0 | 0 | |
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 1,558 | 72,500 | SH | SOLE | 0 | 72,500 | 0 | 0 | |
MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 938 | 92,517 | SH | SOLE | 0 | 92,517 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 2,571 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
MIX TELEMATICS LTD | SPONSORED ADR | 60688N102 | 326 | 23,355 | SH | SOLE | 0 | 23,355 | 0 | 0 | |
NEOPHOTONICS CORP | COM | 64051T100 | 3,650 | 599,270 | SH | SOLE | 0 | 599,270 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 1,606 | 6,000 | SH | SOLE | 0 | 6,000 | 0 | 0 | |
NEW RELIC INC | COM | 64829B100 | 1,232 | 20,052 | SH | SOLE | 0 | 20,052 | 0 | 0 | |
NOKIA CORP | SPONSORED ADR | 654902204 | 2,170 | 428,848 | SH | SOLE | 0 | 428,848 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 2,038 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 1,749 | 69,663 | SH | SOLE | 0 | 69,663 | 0 | 0 | |
PURE STORAGE INC | CL A | 74624M102 | 480 | 28,332 | SH | SOLE | 0 | 28,332 | 0 | 0 | |
RESONANT INC | COM | 76118L102 | 385 | 129,600 | SH | SOLE | 0 | 129,600 | 0 | 0 | |
ROGERS CORP | COM | 775133101 | 1,611 | 11,782 | SH | SOLE | 0 | 11,782 | 0 | 0 | |
ROKU INC | COM CL A | 77543R102 | 1,018 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
SNAP INC | CL A | 83304A106 | 1,580 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
SNAP INC | CL A | 83304A106 | 158 | 10,000 | SH | Call | SOLE | 0 | 10,000 | 0 | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 11,871 | 40,000 | SH | Put | SOLE | 0 | 10,000 | 0 | 0 |
SPLUNK INC | COM | 848637104 | 3,085 | 26,179 | SH | SOLE | 0 | 26,179 | 0 | 0 | |
TELENAV INC | COM | 879455103 | 48 | 10,032 | SH | SOLE | 0 | 10,032 | 0 | 0 | |
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 385 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 1,854 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 2,346 | 77,003 | SH | SOLE | 0 | 77,003 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 305 | 10,000 | SH | Call | SOLE | 0 | 10,000 | 0 | 0 |
ULTRA CLEAN HLDGS INC | COM | 90385V107 | 146 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
VIAVI SOLUTIONS INC | COM | 925550105 | 2,560 | 182,797 | SH | SOLE | 0 | 182,797 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 1,810 | 30,357 | SH | SOLE | 0 | 30,357 | 0 | 0 |