The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 | 5,465 | 375,624 | SH | SOLE | 375,624 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,186 | 75,920 | SH | SOLE | 75,920 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 15,820 | 17,845 | SH | SOLE | 17,845 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 18,656 | 227,657 | SH | SOLE | 227,657 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 28,492 | 198,327 | SH | SOLE | 198,327 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 11,765 | 53,729 | SH | SOLE | 53,729 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 9,490 | 28,993 | SH | SOLE | 28,993 | 0 | 0 | ||
CHINA MOBILE LIMITED | SPONSORED ADR | 16941M109 | 2,602 | 47,121 | SH | SOLE | 47,121 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 69 | 50,320 | SH | SOLE | 50,320 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 8,275 | 169,490 | SH | SOLE | 169,490 | 0 | 0 | ||
JA SOLAR HOLDINGS CO LTD | SPON ADR REP5ORD | 466090206 | 91 | 13,980 | SH | SOLE | 13,980 | 0 | 0 | ||
KULICKE & SOFFA INDS INC | COM | 501242101 | 7,365 | 362,439 | SH | SOLE | 362,439 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 12,739 | 172,667 | SH | SOLE | 172,667 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 18,869 | 652,909 | SH | SOLE | 652,909 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 7,632 | 224,012 | SH | SOLE | 224,012 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 11,178 | 121,363 | SH | SOLE | 121,363 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 4,589 | 16,157 | SH | SOLE | 16,157 | 0 | 0 | ||
NRG YIELD INC | CL A NEW | 62942X306 | 260 | 14,970 | SH | SOLE | 14,970 | 0 | 0 | ||
OCLARO INC | COM NEW | 67555N206 | 13,181 | 1,342,310 | SH | SOLE | 1,342,310 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 3,648 | 161,936 | SH | SOLE | 161,936 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 61 | 11,305 | SH | SOLE | 11,305 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 13,960 | 216,130 | SH | SOLE | 216,130 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 12,089 | 43,440 | SH | SOLE | 43,440 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 4,808 | 55,841 | SH | SOLE | 55,841 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 13,135 | 1,225,277 | SH | SOLE | 1,225,277 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 12,907 | 156,397 | SH | SOLE | 156,397 | 0 | 0 |