The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
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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
Facebook, Inc. Common Stock 30303M102 16,918 680,000 SH   SOLE   680,000 0 0
SolarCity Corporation Common Stock 83416T100 16,847 446,300 SH   SOLE   446,300 0 0
Apple, Inc. Common Stock 037833100 9,715 24,500 SH   SOLE   24,500 0 0
Amazon.com, Inc. Common Stock 023135106 5,554 20,000 SH   SOLE   20,000 0 0
Google, Inc. Common Stock 38259P508 5,282 6,000 SH   SOLE   6,000 0 0
QUALCOMM, Inc. Common Stock 747525103 5,193 85,000 SH   SOLE   85,000 0 0
ARM Holdings, PLC Common Stock 042068106 3,804 105,000 SH   SOLE   105,000 0 0
Equinix, Inc. Common Stock 29444U502 3,694 20,000 SH   SOLE   20,000 0 0
Akamai Technologies, Inc. Common Stock 00971T101 3,404 80,000 SH   SOLE   80,000 0 0
Sina Corp. Common Stock 011119239 3,344 60,000 SH   SOLE   60,000 0 0
Baidu.com, Inc. Common Stock 056752108 3,311 35,000 SH   SOLE   35,000 0 0
Intevac, Inc. Common Stock 461148108 3,175 560,956 SH   SOLE   560,956 0 0
VMware, Inc. Common Stock 928563402 2,680 40,000 SH   SOLE   40,000 0 0
Skyworks Solutions, Inc. Common Stock 83088M102 2,627 120,000 SH   SOLE   120,000 0 0
VeriFone Holdings, Inc. Common Stock 92342Y109 1,681 100,000 SH   SOLE   100,000 0 0
Rackspace Hosting, Inc. Common Stock 750086100 1,516 40,000 SH   SOLE   40,000 0 0
Riverbed Technology, Inc. Common Stock 768573107 1,245 80,000 SH   SOLE   80,000 0 0
Intuit, Inc. Common Stock 461202103 1,221 20,000 SH   SOLE   20,000 0 0
Exar Corp. Common Stock 300645108 1,185 110,000 SH   SOLE   110,000 0 0
EMC Corp. Common Stock 268648102 1,181 50,000 SH   SOLE   50,000 0 0
TiVo, Inc. Common Stock 888706108 1,105 100,000 SH   SOLE   100,000 0 0
Oracle Corp. Common Stock 68389X105 921 30,000 SH   SOLE   30,000 0 0
LinkedIn Corporation Common Stock 53578A108 892 5,000 SH   SOLE   5,000 0 0
Corning, Inc. Common Stock 219350105 846 59,460 SH   SOLE   59,460 0 0
Ericsson Common Stock 294821608 451 40,000 SH   SOLE   40,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 422 10,000 SH   SOLE   10,000 0 0
Cree, Inc. Common Stock 225447101 319 5,000 SH   SOLE   5,000 0 0
ABB LTD. Common Stock 000375204 303 14,000 SH   SOLE   14,000 0 0
Johnson Controls, Inc. Common Stock 478366107 293 8,200 SH   SOLE   8,200 0 0
Sunedision, Inc. Common Stock 86732Y109 287 35,130 SH   SOLE   35,130 0 0
Praxair, Inc. Common Stock 74005P104 276 2,400 SH   SOLE   2,400 0 0
Quanta Services, Inc. Common Stock 74762E102 265 10,000 SH   SOLE   10,000 0 0
Rockwood Holdings, Inc. Common Stock 774415103 256 4,000 SH   SOLE   4,000 0 0
3M Co. Common Stock 88579Y101 252 2,300 SH   SOLE   2,300 0 0
Honeywell International, Inc. Common Stock 438516106 244 3,080 SH   SOLE   3,080 0 0
Power Integrations, Inc. Common Stock 739276103 235 5,799 SH   SOLE   5,799 0 0
United Technologies Corp. Common Stock 913017109 232 2,500 SH   SOLE   2,500 0 0
First Solar, Inc. Common Stock 336433107 223 5,000 SH   SOLE   5,000 0 0
SunPower Corp. - Class B Common Stock 867652406 222 10,931 SH   SOLE   10,931 0 0
GT Advanced Technologies, Inc. Common Stock 36191U106 132 31,900 SH   SOLE   31,900 0 0
Power-One, Inc. Common Stock 73930R102 99 15,700 SH   SOLE   15,700 0 0
JA Solar Holdings Co Ltd. Common Stock 466090206 94 13,000 SH   SOLE   13,000 0 0
Yingli Green Energy Holding Company - ADR Common Stock 98584B103 65 20,000 SH   SOLE   20,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 35 14,000 SH   SOLE   14,000 0 0
Metalico, Inc. Common Stock 591176102 14 11,500 SH   SOLE   11,500 0 0