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 |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 238 | 4,782 | SH | SOLE | 0 | 4,782 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,536 | 18,000 | SH | SOLE | 0 | 18,000 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 6,043 | 6,500 | SH | SOLE | 0 | 6,500 | 0 | 0 | |
AMBARELLA INC | SHS | G037AX101 | 243 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 6,628 | 160,450 | SH | SOLE | 0 | 160,450 | 0 | 0 | |
APPTIO INC | CL A | 03835C108 | 204 | 5,275 | SH | SOLE | 0 | 5,275 | 0 | 0 | |
BENEFITFOCUS INC | COM | 08180D106 | 1,864 | 42,500 | SH | SOLE | 0 | 42,500 | 0 | 0 | |
BLACKBERRY LTD | COM | 09228F103 | 580 | 58,037 | SH | SOLE | 0 | 58,037 | 0 | 0 | |
CIENA CORP | COM NEW | 171779309 | 4,253 | 170,000 | SH | SOLE | 0 | 170,000 | 0 | 0 | |
CISCO SYS INC | COM | 17275R102 | 1,049 | 33,500 | SH | SOLE | 0 | 33,500 | 0 | 0 | |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 232 | 6,089 | SH | SOLE | 0 | 6,089 | 0 | 0 | |
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 1,860 | 47,730 | SH | SOLE | 0 | 47,730 | 0 | 0 | |
CORNING INC | COM | 219350105 | 541 | 18,000 | SH | SOLE | 0 | 18,000 | 0 | 0 | |
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 660 | 10,356 | SH | SOLE | 0 | 10,356 | 0 | 0 | |
FIREEYE INC | COM | 31816Q101 | 1,515 | 90,335 | SH | SOLE | 0 | 90,335 | 0 | 0 | |
GIGAMON INC | COM | 37518B102 | 704 | 17,885 | SH | SOLE | 0 | 17,885 | 0 | 0 | |
GLU MOBILE INC | COM | 379890106 | 500 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
GRAY TELEVISION INC | COM | 389375106 | 685 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
HEMISPHERE MEDIA GROUP INC | CL A | 42365Q103 | 1,067 | 90,000 | SH | SOLE | 0 | 90,000 | 0 | 0 | |
HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 2,499 | 304,800 | SH | SOLE | 0 | 304,800 | 0 | 0 | |
ICHOR HOLDINGS LTD | SHS | G4740B105 | 403 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
INFINERA CORPORATION | COM | 45667G103 | 1,567 | 146,836 | SH | SOLE | 0 | 146,836 | 0 | 0 | |
INSTRUCTURE INC | COM | 45781U103 | 1,341 | 33,872 | SH | SOLE | 0 | 33,872 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 2,362 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
INTERXION HOLDING N.V | SHS | N47279109 | 860 | 18,794 | SH | SOLE | 0 | 18,794 | 0 | 0 | |
LENDINGCLUB CORP | COM | 52603A109 | 1,488 | 270,000 | SH | SOLE | 0 | 270,000 | 0 | 0 | |
LUMENTUM HLDGS INC | COM | 55024U109 | 4,735 | 83,000 | SH | SOLE | 0 | 83,000 | 0 | 0 | |
MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 577 | 58,888 | SH | SOLE | 0 | 58,888 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 3,281 | 109,873 | SH | SOLE | 0 | 109,873 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 689 | 10,000 | SH | Call | SOLE | 0 | 10,000 | 0 | 0 |
MICROSTRATEGY INC | CL A NEW | 594972408 | 721 | 3,763 | SH | SOLE | 0 | 3,763 | 0 | 0 | |
NETEASE INC | SPONSORED ADR | 64110W102 | 1,197 | 3,983 | SH | SOLE | 0 | 3,983 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 5,547 | 37,127 | SH | SOLE | 0 | 37,127 | 0 | 0 | |
NETGEAR | COM | 64111Q104 | 862 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
NEW RELIC INC | COM | 64829B100 | 323 | 7,500 | SH | SOLE | 0 | 7,500 | 0 | 0 | |
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 1,286 | 21,508 | SH | SOLE | 0 | 21,508 | 0 | 0 | |
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 435 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
ORACLE CORP | COM | 68389X105 | 1,504 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 1,980 | 14,797 | SH | SOLE | 0 | 14,797 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 5,409 | 606,400 | SH | SOLE | 0 | 606,400 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 178 | 20,000 | SH | Call | SOLE | 0 | 20,000 | 0 | 0 |
POWERSHARES QQQ TRUST | UNIT SER 1 | 73935A104 | 6,882 | 50,000 | SH | Put | SOLE | 0 | 50,000 | 0 | 0 |
PRICELINE GRP INC | COM NEW | 741503403 | 428 | 229 | SH | SOLE | 0 | 229 | 0 | 0 | |
SEQUANS COMMUNICATIONS S A | SPONSORED ADS | 817323108 | 179 | 54,200 | SH | SOLE | 0 | 54,200 | 0 | 0 | |
SIGMA DESIGNS INC | COM | 826565103 | 1,463 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
SINA CORP | ORD | G81477104 | 212 | 2,500 | SH | SOLE | 0 | 2,500 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 2,539 | 44,636 | SH | SOLE | 0 | 44,636 | 0 | 0 | |
SUPER MICRO COMPUTER INC | COM | 86800U104 | 301 | 12,225 | SH | SOLE | 0 | 12,225 | 0 | 0 | |
TABLEAU SOFTWARE INC | CL A | 87336U105 | 6,673 | 101,004 | SH | SOLE | 0 | 101,004 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 1,835 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
TALEND S A | ADS | 874224207 | 293 | 8,418 | SH | SOLE | 0 | 8,418 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 1,787 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 4,430 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
ZENDESK INC | COM | 98936J101 | 1,392 | 42,998 | SH | SOLE | 0 | 42,998 | 0 | 0 |