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 | 19,127 | 110,746 | SH | SOLE | 110,746 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 16,922 | 17,602 | SH | SOLE | 17,602 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 8,321 | 35,385 | SH | SOLE | 35,385 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 11,785 | 223,449 | SH | SOLE | 223,449 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 22,195 | 129,895 | SH | SOLE | 129,895 | 0 | 0 | ||
HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 27,113 | 2,480,600 | SH | SOLE | 2,480,600 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 10,993 | 276,977 | SH | SOLE | 276,977 | 0 | 0 | ||
BARCLAYS BK PLC | IPATH S&P500 VIX | 06746L422 | 1,654 | 42,200 | SH | SOLE | 42,200 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 12,823 | 235,926 | SH | SOLE | 235,926 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 3,498 | 46,962 | SH | SOLE | 46,962 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 23,003 | 126,843 | SH | SOLE | 126,843 | 0 | 0 | ||
NEOPHOTONICS CORP | CALL | 64051T900 | 556 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 9,685 | 103,669 | SH | SOLE | 103,669 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 10,083 | 85,787 | SH | SOLE | 85,787 | 0 | 0 | ||
TWITTER INC | CALL | 90184L902 | 4,218 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 5,704 | 44,269 | SH | SOLE | 44,269 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 8,606 | 214,030 | SH | SOLE | 214,030 | 0 | 0 |