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 | 15,294 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 2,370 | 12,645 | SH | SOLE | 12,645 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 11,425 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 3,990 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 12,792 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 4,692 | 82,169 | SH | SOLE | 82,169 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 4,881 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| F5 INC | COM | 315616102 | 9,182 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| FISKER INC | CL A COM STK | 33813J106 | 2,571 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 13,260 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 9,329 | 24,203 | SH | SOLE | 24,203 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 4,988 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 19,145 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 8,523 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 19,589 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 15,093 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 7,772 | 27,745 | SH | SOLE | 27,745 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 2,881 | 63,465 | SH | SOLE | 63,465 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 10,947 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SUNPOWER CORP | COM | 867652406 | 4,743 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 11,680 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 5,439 | 119,768 | SH | SOLE | 119,768 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 7,582 | 54,323 | SH | SOLE | 54,323 | 0 | 0 | ||