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 | 2,563 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 2,986 | 2,644 | SH | SOLE | 0 | 2,644 | 0 | 0 | |
AMBER RD INC | COM | 02318Y108 | 235 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 1,848 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | 0 | |
AXT INC | COM | 00246W103 | 253 | 35,828 | SH | SOLE | 0 | 35,828 | 0 | 0 | |
BAIDU INC | SPON ADR REP A | 056752108 | 2,977 | 12,250 | SH | SOLE | 0 | 12,250 | 0 | 0 | |
BENEFITFOCUS INC | COM | 08180D106 | 2,238 | 66,600 | SH | SOLE | 0 | 66,600 | 0 | 0 | |
CIENA CORP | COM NEW | 171779309 | 2,564 | 93,558 | SH | SOLE | 0 | 93,558 | 0 | 0 | |
CORNING INC | COM | 219350105 | 1,767 | 61,228 | SH | SOLE | 0 | 61,228 | 0 | 0 | |
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 156 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
CYRUSONE INC | COM | 23283R100 | 584 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
ELLIE MAE INC | COM | 28849P100 | 1,079 | 10,391 | SH | SOLE | 0 | 10,391 | 0 | 0 | |
FIREEYE INC | COM | 31816Q101 | 1,884 | 122,409 | SH | SOLE | 0 | 122,409 | 0 | 0 | |
GORDON POINTE ACQUISITION CO | UNIT 01/18/2023 | 382788206 | 258 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
GRAY TELEVISION INC | COM | 389375106 | 553 | 35,000 | SH | SOLE | 0 | 35,000 | 0 | 0 | |
HARMONIC INC | COM | 413160102 | 411 | 88,906 | SH | SOLE | 0 | 88,906 | 0 | 0 | |
HEMISPHERE MEDIA GROUP INC | CL A | 42365Q103 | 1,055 | 80,524 | SH | SOLE | 0 | 80,524 | 0 | 0 | |
HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 949 | 127,258 | SH | SOLE | 0 | 127,258 | 0 | 0 | |
HORTONWORKS INC | COM | 440894103 | 2,326 | 127,680 | SH | SOLE | 0 | 127,680 | 0 | 0 | |
ICHOR HOLDINGS | SHS | G4740B105 | 656 | 30,900 | SH | SOLE | 0 | 30,900 | 0 | 0 | |
II VI INC | COM | 902104108 | 1,555 | 34,491 | SH | SOLE | 0 | 34,491 | 0 | 0 | |
INFINERA CORPORATION | COM | 45667G103 | 365 | 30,993 | SH | SOLE | 0 | 30,993 | 0 | 0 | |
INPHI CORP | COM | 45772F107 | 1,118 | 32,578 | SH | SOLE | 0 | 32,578 | 0 | 0 | |
INTERXION HOLDING N.V | SHS | N47279109 | 687 | 11,000 | SH | SOLE | 0 | 11,000 | 0 | 0 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 3,433 | 20,000 | SH | Put | SOLE | 0 | 20,000 | 0 | 0 |
KNOWLES CORP | COM | 49926D109 | 306 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
LAM RESEARCH CORP | COM | 512807108 | 3,111 | 18,000 | SH | SOLE | 0 | 18,000 | 0 | 0 | |
LENDINGCLUB CORP | COM | 52603A109 | 569 | 150,200 | SH | SOLE | 0 | 150,200 | 0 | 0 | |
LUMENTUM HLDGS INC | COM | 55024U109 | 3,141 | 53,027 | SH | SOLE | 0 | 53,027 | 0 | 0 | |
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 1,292 | 54,968 | SH | SOLE | 0 | 54,968 | 0 | 0 | |
MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 820 | 80,000 | SH | SOLE | 0 | 80,000 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 1,072 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 3,605 | 36,561 | SH | SOLE | 0 | 36,561 | 0 | 0 | |
MICROSTRATEGY INC | CL A NEW | 594972408 | 912 | 7,137 | SH | SOLE | 0 | 7,137 | 0 | 0 | |
NEOPHOTONICS CORP | COM | 64051T100 | 1,622 | 253,296 | SH | SOLE | 0 | 253,296 | 0 | 0 | |
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 734 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
NVIDIA CORP | COM | 67066G104 | 3,317 | 14,000 | SH | SOLE | 0 | 14,000 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 1,493 | 7,264 | SH | SOLE | 0 | 7,264 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 552 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
PURE STORAGE INC | CL A | 74624M102 | 1,290 | 54,000 | SH | SOLE | 0 | 54,000 | 0 | 0 | |
RESONANT INC | COM | 76118L102 | 283 | 50,100 | SH | SOLE | 0 | 50,100 | 0 | 0 | |
ROKU INC | COM CL A | 77543R102 | 742 | 17,399 | SH | SOLE | 0 | 17,399 | 0 | 0 | |
TABLEAU SOFTWARE INC | CL A | 87336U105 | 1,480 | 15,138 | SH | SOLE | 0 | 15,138 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 595 | 5,025 | SH | SOLE | 0 | 5,025 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 1,092 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
ULTRA CLEAN HLDGS INC | COM | 90385V107 | 830 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
VIAVI SOLUTIONS INC | COM | 925550105 | 1,054 | 94,500 | SH | SOLE | 0 | 94,500 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 1,350 | 17,438 | SH | SOLE | 0 | 17,438 | 0 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 1,140 | 31,750 | SH | SOLE | 0 | 31,750 | 0 | 0 |