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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 14,494 | 1,161,337 | SH | SOLE | 1,161,337 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 26,347 | 186,992 | SH | SOLE | 186,992 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 20,745 | 21,430 | SH | SOLE | 21,430 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 8,596 | 59,686 | SH | SOLE | 59,686 | 0 | 0 | ||
| BALLARD PWR SYS INC NEW | COM | 058586108 | 39 | 13,460 | SH | SOLE | 13,460 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 14,173 | 60,813 | SH | SOLE | 60,813 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 11,704 | 34,745 | SH | SOLE | 34,745 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 8,852 | 258,059 | SH | SOLE | 258,059 | 0 | 0 | ||
| KULICKE & SOFFA INDS INC | COM | 501242101 | 5,702 | 299,782 | SH | SOLE | 299,782 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 10,651 | 137,994 | SH | SOLE | 137,994 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 16,922 | 566,740 | SH | SOLE | 566,740 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,952 | 129,874 | SH | SOLE | 129,874 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 9,990 | 270,278 | SH | SOLE | 270,278 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 11,390 | 118,143 | SH | SOLE | 118,143 | 0 | 0 | ||
| NEOPHOTONICS CORP | COM | 64051T100 | 3,607 | 467,103 | SH | SOLE | 467,103 | 0 | 0 | ||
| NRG YIELD INC | CL A NEW | 62942X306 | 179 | 10,510 | SH | SOLE | 10,510 | 0 | 0 | ||
| POWER INTEGRATIONS INC | COM | 739276103 | 4,550 | 62,421 | SH | SOLE | 62,421 | 0 | 0 | ||
| QUALYS INC | COM | 74758T303 | 6,002 | 147,090 | SH | SOLE | 147,090 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 12,956 | 135,025 | SH | SOLE | 135,025 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 127 | 17,875 | SH | SOLE | 17,875 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 7,329 | 20,268 | SH | SOLE | 20,268 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 6,061 | 78,780 | SH | SOLE | 78,780 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 7,368 | 67,442 | SH | SOLE | 67,442 | 0 | 0 | ||
| VIAVI SOLUTIONS INC | COM | 925550105 | 12,963 | 1,231,048 | SH | SOLE | 1,231,048 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 22,542 | 254,417 | SH | SOLE | 254,417 | 0 | 0 | ||