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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 16,042 | 168,084 | SH | SOLE | 168,084 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 667 | 266 | SH | SOLE | 266 | 0 | 0 | ||
ALTO INGREDIENTS INC | COM | 021513106 | 3,748 | 63,424 | SH | SOLE | 63,424 | 0 | 0 | ||
AMDOCS LTD | SHS | G02602103 | 17,866 | 230,942 | SH | SOLE | 230,942 | 0 | 0 | ||
ASANA INC | CL A | 04342Y104 | 15,832 | 255,235 | SH | SOLE | 255,235 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 8,997 | 4,112 | SH | SOLE | 4,112 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 20,456 | 359,568 | SH | SOLE | 359,568 | 0 | 0 | ||
CINEMARK HLDGS INC | COM | 17243V102 | 15,310 | 697,512 | SH | SOLE | 697,512 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 48,977 | 194,884 | SH | SOLE | 194,884 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 20,877 | 357,363 | SH | SOLE | 357,363 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 32,841 | 2,610,530 | SH | SOLE | 2,610,530 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 10,951 | 66,890 | SH | SOLE | 66,890 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 35,038 | 191,058 | SH | SOLE | 191,058 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 21,772 | 387,822 | SH | SOLE | 387,822 | 0 | 0 | ||
INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 | 366 | 4,100 | SH | Put | SOLE | 4,100 | 0 | 0 | |
LYFT INC | CL A COM | 55087P104 | 50,067 | 827,825 | SH | SOLE | 827,825 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 68,338 | 1,171,568 | SH | SOLE | 1,171,568 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 625 | 3,875 | SH | SOLE | 3,875 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 45,448 | 303,510 | SH | SOLE | 303,510 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 48,719 | 573,300 | SH | Call | SOLE | 573,300 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 60,241 | 222,372 | SH | SOLE | 222,372 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 56,429 | 151,102 | SH | SOLE | 151,102 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 22,113 | 4,156,534 | SH | SOLE | 4,156,534 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 17,586 | 21,980 | SH | SOLE | 21,980 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 42,737 | 115,180 | SH | SOLE | 115,180 | 0 | 0 | ||
POWER INTEGRATIONS INC | COM | 739276103 | 17,656 | 215,161 | SH | SOLE | 215,161 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 45,994 | 158,283 | SH | SOLE | 158,283 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 65,134 | 141,827 | SH | SOLE | 141,827 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 7,533 | 117,523 | SH | SOLE | 117,523 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 7,467 | 30,878 | SH | SOLE | 30,878 | 0 | 0 | ||
SUMO LOGIC INC | COM | 86646P103 | 5,199 | 251,802 | SH | SOLE | 251,802 | 0 | 0 | ||
SUNPOWER CORP | COM | 867652406 | 240 | 8,220 | SH | SOLE | 8,220 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 357 | 1,857 | SH | SOLE | 1,857 | 0 | 0 | ||
TRIP COM GROUP LTD | ADS | 89677Q107 | 7,252 | 204,513 | SH | SOLE | 204,513 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 44,644 | 648,795 | SH | SOLE | 648,795 | 0 | 0 | ||
VONTIER CORPORATION | COM | 928881101 | 265 | 8,130 | SH | SOLE | 8,130 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 29,313 | 203,085 | SH | SOLE | 203,085 | 0 | 0 | ||
ZUORA INC | COM CL A | 98983V106 | 6,846 | 396,854 | SH | SOLE | 396,854 | 0 | 0 |