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
Mattson Technology, Inc. Common Stock 577223100 8,807 3,780,000 SH   SOLE   3,780,000 0 0
InvenSense, Inc. Common Stock 46123D205 7,432 800,000 SH   SOLE   800,000 0 0
Sunrun, Inc. Common Stock Common Stock 86771W105 6,998 674,820 SH   SOLE   674,820 0 0
Apple, Inc. Common Stock 037833100 6,342 57,500 SH   SOLE   57,500 0 0
Equinix, Inc. Common Stock 29444U700 5,597 20,472 SH   SOLE   20,472 0 0
Facebook, Inc. Common Stock 30303M102 5,394 60,000 SH   SOLE   60,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 5,160 30,000 SH   SOLE   30,000 0 0
Amazon.com, Inc. Common Stock 023135106 5,119 10,000 SH   SOLE   10,000 0 0
Lam Research Common Stock 512807108 4,573 70,000 SH   SOLE   70,000 0 0
Arista Networks, Inc. Common Stock 040413106 4,283 70,000 SH   SOLE   70,000 0 0
Pandora Media, Inc Common Stock 698354107 4,268 200,000 SH   SOLE   200,000 0 0
Skyworks Solutions, Inc. Common Stock 83088M102 4,211 50,000 SH   SOLE   50,000 0 0
Adobe Systems, Inc. Common Stock 00724F101 4,111 50,000 SH   SOLE   50,000 0 0
QUALCOMM, Inc. Common Stock 747525103 4,030 75,000 SH   SOLE   75,000 0 0
Alphabet, Inc. Common Stock 02079K107 3,660 6,016 SH   SOLE   6,016 0 0
Netflix, Inc. Common Stock 64110L106 3,614 35,000 SH   SOLE   35,000 0 0
ARM Holdings, PLC Common Stock 042068106 3,460 80,000 SH   SOLE   80,000 0 0
Rocket Fuel, Inc. Common Stock 773111109 3,082 660,000 SH   SOLE   660,000 0 0
Ambarella, Inc. Common Stock B7KH3G6 2,890 50,000 SH   SOLE   50,000 0 0
LinkedIn Corporation Common Stock 53578A108 2,852 15,000 SH   SOLE   15,000 0 0
Akamai Technologies, Inc. Common Stock 00971T101 2,762 40,000 SH   SOLE   40,000 0 0
Baidu.com, Inc. Common Stock 056752108 2,748 20,000 SH   SOLE   20,000 0 0
Twitter, Inc. Common Stock 90184L102 2,694 100,000 SH   SOLE   100,000 0 0
VMware, Inc. Common Stock 928563402 2,364 30,000 SH   SOLE   30,000 0 0
Sina Corp. Common Stock 2579230 2,205 55,000 SH   SOLE   55,000 0 0
Workday, Inc. Common Stock 98138H101 2,066 30,000 SH   SOLE   30,000 0 0
Ruckus Wireless, Inc. Common Stock 781220108 1,782 150,000 SH   SOLE   150,000 0 0
Intuit, Inc. Common Stock 461202103 1,775 20,000 SH   SOLE   20,000 0 0
Exar Corp. Common Stock 300645108 1,607 270,000 SH   SOLE   270,000 0 0
Intevac, Inc. Common Stock 461148108 1,195 259,683 SH   SOLE   259,683 0 0
VeriFone Holdings, Inc. Common Stock 92342Y109 1,109 40,000 SH   SOLE   40,000 0 0
Rackspace Hosting, Inc. Common Stock 750086100 987 40,000 SH   SOLE   40,000 0 0
Gogo Inc. Common Stock 38046C109 764 50,000 SH   SOLE   50,000 0 0
Yelp! Inc. Common Stock 985817105 650 30,000 SH   SOLE   30,000 0 0
SolarCity Corporation Common Stock 83416T100 448 10,500 SH   SOLE   10,500 0 0
First Solar, Inc. Common Stock 336433107 428 10,000 SH   SOLE   10,000 0 0
Power Integrations, Inc. Common Stock 739276103 413 9,799 SH   SOLE   9,799 0 0
SunPower Corp. - Class B Common Stock 867652406 399 19,931 SH   SOLE   19,931 0 0
Cree, Inc. Common Stock 225447101 363 15,000 SH   SOLE   15,000 0 0
ABB LTD. Common Stock 000375204 318 18,000 SH   SOLE   18,000 0 0
Johnson Controls, Inc. Common Stock 478366107 298 7,200 SH   SOLE   7,200 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 267 11,378 SH   SOLE   11,378 0 0
3M Co. Common Stock 88579Y101 255 1,800 SH   SOLE   1,800 0 0
Praxair, Inc. Common Stock 74005P104 244 2,400 SH   SOLE   2,400 0 0
Quanta Services, Inc. Common Stock 74762E102 242 10,000 SH   SOLE   10,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 225 30,000 SH   SOLE   30,000 0 0
Covanta Holding Corp. Common Stock 22282e102 175 10,000 SH   SOLE   10,000 0 0
Sunedision, Inc. Common Stock 86732Y109 152 21,130 SH   SOLE   21,130 0 0
Vivint Solar, Inc. Common Stock 92854Q106 126 12,000 SH   SOLE   12,000 0 0
JA Solar Holdings Co Ltd. Common Stock 466090206 101 13,000 SH   SOLE   13,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 25 14,000 SH   SOLE   14,000 0 0
Yingli Green Energy Holding Company - ADR Common Stock 98584B103 8 20,000 SH   SOLE   20,000 0 0