The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALTERA CORP | com | 021441100 | 10,728 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| AMBARELLA INC | com | G037AX101 | 9,464 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| APPLE INC | com | 037833100 | 31,108 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ATMEL CORP | com | 049513104 | 14,403 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | com | Y0486S104 | 44,443 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CAVIUM NETWORKS INC | com | 14964U108 | 21,246 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CHEGG INC | com | 163092109 | 5,963 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| CYPRESS SEMICONDUCTOR CORP | com | 232806109 | 17,638 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| FACEBOOK INC | com | 30303M102 | 61,661 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| FIREEYE INC | com | 31816Q101 | 15,700 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| IMPERVA INC | com | 45321L100 | 22,418 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| INTEGRATED DEVICE TECHNOLOGY INC. | com | 458118106 | 30,030 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| JD.COM INC-ADR | com | 47215P106 | 44,070 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LIONS GATE ENTERTAINMENT CORPORATION | com | 535919203 | 42,400 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| MA-COM TECHNOLOGY SOLUTIONS | com | 55405Y100 | 13,041 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | com | g5876h105 | 7,350 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | com | 595112103 | 16,278 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| PALO ALTO NETWORKS | com | 697435105 | 36,520 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| PROOFPOINT INC | com | 743424103 | 35,532 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| QORVO INC | com | 74736K101 | 59,775 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| QUNAR CAYMAN ISLANDS LTD | com | 74906P104 | 29,906 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| STARZ - A | com | 85571Q102 | 8,603 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| TESLA MOTORS | com | 88160R101 | 188,770 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| T-MOBILE US INC | com | 872590104 | 25,352 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| TWITTER INC | com | 90184L102 | 200,320 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| VARONIS SYSTEMS INC. | com | 922280102 | 14,113 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||