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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 219,965 | 156,114 | SH | SOLE | 156,114 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 115,628 | 11,945 | SH | SOLE | 11,945 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 29,888 | 19,953 | SH | SOLE | 19,953 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 83,663 | 37,185 | SH | SOLE | 37,185 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 180,673 | 335,449 | SH | SOLE | 335,449 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 205,849 | 136,342 | SH | SOLE | 136,342 | 0 | 0 | ||
HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 215,980 | 2,633,900 | SH | SOLE | 2,633,900 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 74,608 | 217,516 | SH | SOLE | 217,516 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 116,568 | 204,326 | SH | SOLE | 204,326 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 34,439 | 49,962 | SH | SOLE | 49,962 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 200,649 | 134,294 | SH | SOLE | 134,294 | 0 | 0 | ||
NEOPHOTONICS CORP | CALL | 64051T900 | 772 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 99,130 | 114,469 | SH | SOLE | 114,469 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 101,584 | 95,834 | SH | SOLE | 95,834 | 0 | 0 | ||
TWITTER INC | CALL | 90184L902 | 4,468 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 286,638 | 262,369 | SH | SOLE | 262,369 | 0 | 0 | ||
ZILLOW GROUP INC | CALL | 98954M900 | 2,451 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 82,695 | 168,730 | SH | SOLE | 168,730 | 0 | 0 |