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
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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 6,854 60,000 SH   SOLE   60,000 0 0
InvenSense, Inc. Common Stock 46123D205 5,211 850,000 SH   SOLE   850,000 0 0
SPDR Barclays 1-3 Month T-Bill ETF Exchange Traded Fund 78464A680 5,004 109,500 SH   SOLE   109,500 0 0
Arista Networks, Inc. Common Stock 040413106 4,829 75,000 SH   SOLE   75,000 0 0
iShares Short Treasury Bond Exchange Traded Fund 464288679 4,650 42,100 SH   SOLE   42,100 0 0
Sunrun, Inc. Common Stock 86771W105 4,031 679,820 SH   SOLE   679,820 0 0
Equinix, Inc. Common Stock 29444U700 3,888 10,027 SH   SOLE   10,027 0 0
Alphabet, Inc. Common Stock 02079K107 3,816 5,516 SH   SOLE   5,516 0 0
Amazon.com, Inc. Common Stock 023135106 3,578 5,000 SH   SOLE   5,000 0 0
Apple, Inc. Common Stock 037833100 3,298 34,500 SH   SOLE   34,500 0 0
Netflix, Inc. Common Stock 64110L106 3,201 35,000 SH   SOLE   35,000 0 0
Alibaba Group Holding Limited Common Stock 01609W102 3,181 40,000 SH   SOLE   40,000 0 0
Workday, Inc. Common Stock 98138H101 2,985 40,000 SH   SOLE   40,000 0 0
QUALCOMM, Inc. Common Stock 747525103 2,946 55,000 SH   SOLE   55,000 0 0
Ambarella, Inc. Common Stock 00B7KH3G6 2,541 50,000 SH   SOLE   50,000 0 0
Pandora Media, Inc Common Stock 698354107 2,490 200,000 SH   SOLE   200,000 0 0
Baidu.com, Inc. Common Stock 056752108 2,477 15,000 SH   SOLE   15,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 2,453 20,000 SH   SOLE   20,000 0 0
Exar Corp. Common Stock 300645108 2,174 270,000 SH   SOLE   270,000 0 0
Tesla Motors, Inc. Common Stock 88160R101 2,124 10,000 SH   SOLE   10,000 0 0
LinkedIn Corporation Common Stock 53578A108 1,893 10,000 SH   SOLE   10,000 0 0
VMware, Inc. Common Stock 928563402 1,716 30,000 SH   SOLE   30,000 0 0
Twitter, Inc. Common Stock 90184L102 1,689 100,000 SH   SOLE   100,000 0 0
Intevac, Inc. Common Stock 461148108 1,475 259,683 SH   SOLE   259,683 0 0
Rocket Fuel, Inc. Common Stock 773111109 1,465 660,000 SH   SOLE   660,000 0 0
Adobe Systems, Inc. Common Stock 00724F101 1,437 15,000 SH   SOLE   15,000 0 0
Fitbit, Inc. Common Stock 33812L102 1,222 100,000 SH   SOLE   100,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 1,095 30,000 SH   SOLE   30,000 0 0
Pure Storage, Inc. Common Stock 74624M102 1,090 100,000 SH   SOLE   100,000 0 0
Rackspace Hosting, Inc. Common Stock 750086100 834 40,000 SH   SOLE   40,000 0 0
Sina Corp. Common Stock 002579230 778 15,000 SH   SOLE   15,000 0 0
Power Integrations, Inc. Common Stock 739276103 491 9,799 SH   SOLE   9,799 0 0
First Solar, Inc. Common Stock 336433107 485 10,000 SH   SOLE   10,000 0 0
Gogo Inc. Common Stock 38046C109 420 50,000 SH   SOLE   50,000 0 0
Cree, Inc. Common Stock 225447101 367 15,000 SH   SOLE   15,000 0 0
SunPower Corp. - Class B Common Stock 867652406 309 19,931 SH   SOLE   19,931 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 294 11,770 SH   SOLE   11,770 0 0
SolarCity Corporation Common Stock 83416T100 251 10,500 SH   SOLE   10,500 0 0
Honeywell International, Inc. Common Stock 438516106 242 2,080 SH   SOLE   2,080 0 0
Itron, Inc. Common Stock 465741106 240 5,565 SH   SOLE   5,565 0 0
ABB LTD. Common Stock 000375204 238 12,000 SH   SOLE   12,000 0 0
Quanta Services, Inc. Common Stock 74762E102 231 10,000 SH   SOLE   10,000 0 0
TerraForm Power, Inc. Common Stock 88104R100 218 20,000 SH   SOLE   20,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 216 11,000 SH   SOLE   11,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 174 35,000 SH   SOLE   35,000 0 0
Covanta Holding Corp. Common Stock 22282e102 165 10,000 SH   SOLE   10,000 0 0
Pure Storage, Inc. Common Stock 74624M102 153 14,000 SH   SOLE   14,000 0 0
JA Solar Holdings Co Ltd. Common Stock 466090206 89 13,000 SH   SOLE   13,000 0 0
Vivint Solar, Inc. Common Stock 92854Q106 37 12,000 SH   SOLE   12,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 16 14,000 SH   SOLE   14,000 0 0
Sunedision, Inc. Common Stock 86732Y109 7 21,130 SH   SOLE   21,130 0 0