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 | 939 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | |
AKOUSTIS TECHNOLOGIES INC | COM | 00973N102 | 2,298 | 214,612 | SH | SOLE | N/A | 214,612 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 586 | 2,585 | SH | SOLE | N/A | 2,585 | 0 | 0 | |
AMBARELLA INC | SHS | G037AX101 | 213 | 2,000 | SH | SOLE | N/A | 2,000 | 0 | 0 | |
APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 1,688 | 199,291 | SH | SOLE | N/A | 199,291 | 0 | 0 | |
ARISTA NETWORKS INC | COM | 040413106 | 2,160 | 5,961 | SH | SOLE | N/A | 5,961 | 0 | 0 | |
BANDWIDTH INC | COM CL A | 05988J103 | 1,379 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | |
BOX INC | CL A | 10316T104 | 511 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | |
CASA SYS INC | COM | 14713L102 | 1,260 | 142,000 | SH | SOLE | N/A | 142,000 | 0 | 0 | |
CIENA CORP | COM NEW | 171779309 | 5,177 | 91,000 | SH | SOLE | N/A | 91,000 | 0 | 0 | |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 2,983 | 140,000 | SH | SOLE | N/A | 140,000 | 0 | 0 | |
DOCUSIGN INC | COM | 256163106 | 570 | 2,040 | SH | SOLE | N/A | 2,040 | 0 | 0 | |
FIREEYE INC | COM | 31816Q101 | 556 | 27,500 | SH | SOLE | N/A | 27,500 | 0 | 0 | |
GAN LTD | SHS | G3728V109 | 822 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | |
HARMONIC INC | COM | 413160102 | 2,002 | 235,000 | SH | SOLE | N/A | 235,000 | 0 | 0 | |
HEMISPHERE MEDIA GROUP INC | CL A | 42365Q103 | 910 | 77,100 | SH | SOLE | N/A | 77,100 | 0 | 0 | |
HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 450 | 27,000 | SH | SOLE | N/A | 27,000 | 0 | 0 | |
II-VI INC | COM | 902104108 | 3,802 | 52,379 | SH | SOLE | N/A | 52,379 | 0 | 0 | |
LUMENTUM HLDGS INC | COM | 55024U109 | 2,151 | 26,217 | SH | SOLE | N/A | 26,217 | 0 | 0 | |
MARVELL TECHNOLOGY INC | COM | 573874104 | 2,863 | 49,086 | SH | SOLE | N/A | 49,086 | 0 | 0 | |
MAXLINEAR INC | COM | 57776J100 | 4,100 | 96,482 | SH | SOLE | N/A | 96,482 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 1,062 | 12,500 | SH | SOLE | N/A | 12,500 | 0 | 0 | |
NAVSIGHT HLDGS INC | CL A | 639358100 | 100 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | |
NEOPHOTONICS CORP | COM | 64051T100 | 5,035 | 493,190 | SH | SOLE | N/A | 493,190 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 218 | 413 | SH | SOLE | N/A | 413 | 0 | 0 | |
NLIGHT INC | COM | 65487K100 | 1,633 | 45,000 | SH | SOLE | N/A | 45,000 | 0 | 0 | |
NVIDIA CORPORATION | COM | 67066G104 | 578 | 722 | SH | SOLE | N/A | 722 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 1,132 | 3,052 | SH | SOLE | N/A | 3,052 | 0 | 0 | |
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 620 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | |
SEQUANS COMMUNICATIONS S A | SPONSORED ADS | 817323207 | 448 | 74,448 | SH | SOLE | N/A | 74,448 | 0 | 0 | |
SONOS INC | COM | 83570H108 | 1,233 | 35,000 | SH | SOLE | N/A | 35,000 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 1,157 | 8,000 | SH | SOLE | N/A | 8,000 | 0 | 0 | |
TENABLE HLDGS INC | COM | 88025T102 | 414 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | |
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 2,354 | 80,000 | SH | SOLE | N/A | 80,000 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 1,604 | 32,000 | SH | SOLE | N/A | 32,000 | 0 | 0 | |
VELODYNE LIDAR INC | COM | 92259F101 | 372 | 35,000 | SH | SOLE | N/A | 35,000 | 0 | 0 | |
VIAVI SOLUTIONS INC | COM | 925550105 | 3,232 | 183,000 | SH | SOLE | N/A | 183,000 | 0 | 0 | |
VUZIX CORP | COM NEW | 92921W300 | 184 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | |
WESTERN DIGITAL CORP. | COM | 958102105 | 1,601 | 22,500 | SH | SOLE | N/A | 22,500 | 0 | 0 | |
WORKDAY INC | CL A | 98138H101 | 1,194 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | |
NVIDIA CORPORATION | COM | 67066G104 | 2,000 | 10,000 | SH | Put | SOLE | N/A | 10,000 | 0 | 0 |