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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,316 | 48,574 | SH | SOLE | 48,574 | 0 | 0 | ||
| AMTECH SYS INC | COM PAR $0.01N | 032332504 | 309 | 28,885 | SH | SOLE | 28,885 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 10,558 | 104,792 | SH | SOLE | 104,792 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 7,009 | 324,329 | SH | SOLE | 324,329 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 8,778 | 166,849 | SH | SOLE | 166,849 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 14,189 | 263,825 | SH | SOLE | 263,825 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 18,428 | 450,000 | SH | Put | SOLE | 450,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 6,967 | 123,024 | SH | SOLE | 123,024 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 17,623 | 222,959 | SH | SOLE | 222,959 | 0 | 0 | ||
| GOPRO INC | CL A | 38268T103 | 3,748 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| GT ADVANCED TECHNOLOGIES INC | COM | 36191U106 | 2,327 | 214,872 | SH | SOLE | 214,872 | 0 | 0 | ||
| GT ADVANCED TECHNOLOGIES INC | COM | 36191U106 | 2,166 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| GT ADVANCED TECHNOLOGIES INC | COM | 36191U106 | 1,895 | 175,000 | SH | Put | SOLE | 175,000 | 0 | 0 | |
| LAM RESEARCH CORP | COM | 512807108 | 10,476 | 140,245 | SH | SOLE | 140,245 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 8,736 | 254,990 | SH | SOLE | 254,990 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 14,074 | 31,194 | SH | SOLE | 31,194 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 4,590 | 190,000 | SH | Put | SOLE | 190,000 | 0 | 0 | |
| PATTERN ENERGY GROUP INC | CL A | 70338P100 | 8,594 | 277,959 | SH | SOLE | 277,959 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 14,220 | 247,169 | SH | SOLE | 247,169 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 6,904 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | |
| SOLARCITY CORP | COM | 83416T100 | 12,308 | 206,515 | SH | SOLE | 206,515 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 9,518 | 159,700 | SH | Put | SOLE | 159,700 | 0 | 0 | |
| SUNEDISON INC | COM | 86732Y109 | 6,149 | 325,708 | SH | SOLE | 325,708 | 0 | 0 | ||
| TERRAFORM PWR INC | CL A COM | 88104R100 | 8,726 | 302,343 | SH | SOLE | 302,343 | 0 | 0 | ||
| TRINA SOLAR LIMITED | SPON ADR | 89628E104 | 4,796 | 397,368 | SH | SOLE | 397,368 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 14,134 | 274,029 | SH | SOLE | 274,029 | 0 | 0 | ||
| VERIFONE SYS INC | COM | 92342Y109 | 5,739 | 166,915 | SH | SOLE | 166,915 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 8,853 | 41,493 | SH | SOLE | 41,493 | 0 | 0 | ||
| WHIRLPOOL CORP | COM | 963320106 | 14,062 | 96,544 | SH | SOLE | 96,544 | 0 | 0 | ||
| YINGLI GREEN ENERGY HLDG CO | ADR | 98584B103 | 2,826 | 908,570 | SH | SOLE | 908,570 | 0 | 0 | ||