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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 3,149 | 93,050 | SH | SOLE | 93,050 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 885 | 310,390 | SH | SOLE | 310,390 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,547 | 4,761 | SH | SOLE | 4,761 | 0 | 0 | ||
| APPLIED MICRO CIRCUITS CORP | COM NEW | 03822W406 | 2,747 | 425,175 | SH | SOLE | 425,175 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 7,557 | 48,911 | SH | SOLE | 48,911 | 0 | 0 | ||
| CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 2,883 | 51,999 | SH | SOLE | 51,999 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 4,585 | 125,918 | SH | SOLE | 125,918 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADR NEW | 23703Q203 | 212 | 11,400 | SH | SOLE | 11,400 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 8,816 | 77,263 | SH | SOLE | 77,263 | 0 | 0 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 2,635 | 234,390 | SH | SOLE | 234,390 | 0 | 0 | ||
| JA SOLAR HOLDINGS CO LTD | SPON ADR REP5ORD | 466090206 | 140 | 16,270 | SH | SOLE | 16,270 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 5,764 | 509,176 | SH | SOLE | 509,176 | 0 | 0 | ||
| MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 3,005 | 81,713 | SH | SOLE | 81,713 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 6,084 | 95,599 | SH | SOLE | 95,599 | 0 | 0 | ||
| NRG YIELD INC | CL A NEW | 62942X306 | 373 | 27,490 | SH | SOLE | 27,490 | 0 | 0 | ||
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 210 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 4,136 | 106,570 | SH | SOLE | 106,570 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 4,119 | 107,540 | SH | SOLE | 107,540 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 6,293 | 170,970 | SH | SOLE | 170,970 | 0 | 0 | ||