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
OMB Number: 3235-0006
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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
Twitter, Inc. Common Stock 90184L102 64,045 1,006,200 SH   SOLE   1,006,200 0 0
Facebook, Inc. Common Stock 30303M102 37,161 680,000 SH   SOLE   680,000 0 0
Apple, Inc. Common Stock 037833100 12,623 22,500 SH   SOLE   22,500 0 0
Amazon.com, Inc. Common Stock 023135106 7,976 20,000 SH   SOLE   20,000 0 0
Google, Inc. Common Stock 38259P508 6,724 6,000 SH   SOLE   6,000 0 0
QUALCOMM, Inc. Common Stock 747525103 6,311 85,000 SH   SOLE   85,000 0 0
GT Advanced Technologies, Inc. Common Stock 36191U106 6,030 691,900 SH   SOLE   691,900 0 0
Baidu.com, Inc. Common Stock 056752108 5,336 30,000 SH   SOLE   30,000 0 0
Pandora Media, Inc Common Stock 698354107 5,320 200,000 SH   SOLE   200,000 0 0
Sina Corp. Common Stock 011119239 4,634 55,000 SH   SOLE   55,000 0 0
ARM Holdings, PLC Common Stock 042068106 4,378 80,000 SH   SOLE   80,000 0 0
Intevac, Inc. Common Stock 461148108 4,168 560,956 SH   SOLE   560,956 0 0
VMware, Inc. Common Stock 928563402 3,588 40,000 SH   SOLE   40,000 0 0
Equinix, Inc. Common Stock 29444U502 3,549 20,000 SH   SOLE   20,000 0 0
Skyworks Solutions, Inc. Common Stock 83088M102 3,427 120,000 SH   SOLE   120,000 0 0
Lam Research Common Stock 512807108 2,723 50,000 SH   SOLE   50,000 0 0
Akamai Technologies, Inc. Common Stock 00971T101 1,887 40,000 SH   SOLE   40,000 0 0
Rackspace Hosting, Inc. Common Stock 750086100 1,565 40,000 SH   SOLE   40,000 0 0
Intuit, Inc. Common Stock 461202103 1,526 20,000 SH   SOLE   20,000 0 0
VeriFone Holdings, Inc. Common Stock 92342Y109 1,341 50,000 SH   SOLE   50,000 0 0
Exar Corp. Common Stock 300645108 1,297 110,000 SH   SOLE   110,000 0 0
EMC Corp. Common Stock 268648102 1,258 50,000 SH   SOLE   50,000 0 0
Mattson Technology, Inc. Common Stock 577223100 1,184 432,000 SH   SOLE   432,000 0 0
Oracle Corp. Common Stock 68389X105 1,148 30,000 SH   SOLE   30,000 0 0
LinkedIn Corporation Common Stock 53578A108 1,084 5,000 SH   SOLE   5,000 0 0
Corning, Inc. Common Stock 219350105 1,060 59,460 SH   SOLE   59,460 0 0
Power Integrations, Inc. Common Stock 739276103 882 15,799 SH   SOLE   15,799 0 0
ABB LTD. Common Stock 000375204 770 29,000 SH   SOLE   29,000 0 0
SMA Solar Technology AG Common Stock B3B20H2 632 20,000 SH   SOLE   20,000 0 0
Quanta Services, Inc. Common Stock 74762E102 631 20,000 SH   SOLE   20,000 0 0
Cree, Inc. Common Stock 225447101 625 10,000 SH   SOLE   10,000 0 0
Rockwood Holdings, Inc. Common Stock 774415103 575 8,000 SH   SOLE   8,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 575 10,000 SH   SOLE   10,000 0 0
SolarCity Corporation Common Stock 83416T100 568 10,000 SH   SOLE   10,000 0 0
Ericsson Common Stock 294821608 490 40,000 SH   SOLE   40,000 0 0
3M Co. Common Stock 88579Y101 463 3,300 SH   SOLE   3,300 0 0
Sunedision, Inc. Common Stock 86732Y109 458 35,130 SH   SOLE   35,130 0 0
Praxair, Inc. Common Stock 74005P104 442 3,400 SH   SOLE   3,400 0 0
Johnson Controls, Inc. Common Stock 478366107 421 8,200 SH   SOLE   8,200 0 0
Covanta Holding Corp. Common Stock 22282e102 355 20,000 SH   SOLE   20,000 0 0
Esco Technologies, Inc. Common Stock 296315104 343 10,000 SH   SOLE   10,000 0 0
SunPower Corp. - Class B Common Stock 867652406 326 10,931 SH   SOLE   10,931 0 0
United Technologies Corp. Common Stock 913017109 285 2,500 SH   SOLE   2,500 0 0
Honeywell International, Inc. Common Stock 438516106 281 3,080 SH   SOLE   3,080 0 0
First Solar, Inc. Common Stock 336433107 273 5,000 SH   SOLE   5,000 0 0
Gogo Inc. Common Stock 38046C109 248 10,000 SH   SOLE   10,000 0 0
Jinko Solar Co., Ltd Common Stock 47759T100 234 8,000 SH   SOLE   8,000 0 0
Itron, Inc. Common Stock 465741106 231 5,565 SH   SOLE   5,565 0 0
Yandex N. V. Common Stock N97284108 216 5,000 SH   SOLE   5,000 0 0
JA Solar Holdings Co Ltd. Common Stock 466090206 119 13,000 SH   SOLE   13,000 0 0
Yingli Green Energy Holding Company - ADR Common Stock 98584B103 101 20,000 SH   SOLE   20,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 95 14,000 SH   SOLE   14,000 0 0
Metalico, Inc. Common Stock 591176102 24 11,500 SH   SOLE   11,500 0 0