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 | 3,039 | 50,898 | SH | SOLE | 50,898 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 16,834 | 156,114 | SH | SOLE | 156,114 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 10,590 | 11,945 | SH | SOLE | 11,945 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 4,189 | 31,672 | SH | SOLE | 31,672 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 14,325 | 291,449 | SH | SOLE | 291,449 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 19,367 | 136,342 | SH | SOLE | 136,342 | 0 | 0 | ||
HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 19,649 | 2,154,500 | SH | SOLE | 2,154,500 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 12,067 | 247,179 | SH | SOLE | 247,179 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 6,821 | 127,849 | SH | SOLE | 127,849 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 3,290 | 49,962 | SH | SOLE | 49,962 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 8,901 | 261,242 | SH | SOLE | 261,242 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 21,528 | 145,646 | SH | SOLE | 145,646 | 0 | 0 | ||
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 8,404 | 139,191 | SH | SOLE | 139,191 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 15,929 | 193,104 | SH | SOLE | 193,104 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 9,511 | 108,739 | SH | SOLE | 108,739 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 2,204 | 147,400 | SH | SOLE | 147,400 | 0 | 0 | ||
TWITTER INC | CALL | 90184L902 | 1,121 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 22,590 | 262,369 | SH | SOLE | 262,369 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 3,047 | 90,500 | SH | SOLE | 90,500 | 0 | 0 |