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 |
ADOBE SYS INC | COM | 00724F101 | 13,013 | 179,000 | SH | SOLE | 179,000 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 12,939 | 255,100 | SH | SOLE | 255,100 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 16,656 | 168,500 | SH | SOLE | 168,500 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 26,337 | 238,600 | SH | SOLE | 238,600 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 30,502 | 133,800 | SH | SOLE | 133,800 | 0 | 0 | ||
CIENA CORP | COM | 171779309 | 9,391 | 483,817 | SH | SOLE | 483,817 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 20,516 | 737,600 | SH | SOLE | 737,600 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 19,061 | 261,500 | SH | SOLE | 261,500 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 8,053 | 85,500 | SH | SOLE | 85,500 | 0 | 0 | ||
F5 NETWORKS INC | COM | 315616102 | 9,733 | 74,600 | SH | SOLE | 74,600 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 31,832 | 408,000 | SH | SOLE | 408,000 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 20,803 | 678,500 | SH | SOLE | 678,500 | 0 | 0 | ||
LENDINGCLUB CORP | COM | 52603A109 | 10,866 | 429,500 | SH | SOLE | 429,500 | 0 | 0 | ||
MANHATTAN ASSOCS INC | COM | 562750109 | 8,348 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
MELLANOX TECHNOLOGIES LTD | SHS | M51563113 | 18,793 | 439,800 | SH | SOLE | 439,800 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 7,026 | 893,900 | SH | SOLE | 893,900 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 28,925 | 235,990 | SH | SOLE | 235,990 | 0 | 0 | ||
PMC-SIERRA INC | COM | 69344F106 | 11,771 | 1,285,000 | SH | SOLE | 1,285,000 | 0 | 0 | ||
QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 8,330 | 293,000 | SH | SOLE | 293,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 25,272 | 426,100 | SH | SOLE | 426,100 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 10,498 | 443,900 | SH | SOLE | 443,900 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 11,372 | 582,000 | SH | SOLE | 582,000 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 18,593 | 368,100 | SH | SOLE | 368,100 | 0 | 0 |