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
Nutanix, Inc. Common Stock 67059N108 12,212 459,772 SH   SOLE   459,772 0 0
Arista Networks, Inc. Common Stock 040413106 7,255 75,000 SH   SOLE   75,000 0 0
Facebook, Inc. Common Stock 30303M102 6,981 60,000 SH   SOLE   60,000 0 0
InvenSense, Inc. Common Stock 46123D205 5,765 450,000 SH   SOLE   450,000 0 0
Netflix, Inc. Common Stock 64110L106 4,387 35,000 SH   SOLE   35,000 0 0
Alphabet, Inc. Common Stock 02079K107 4,318 5,516 SH   SOLE   5,516 0 0
Amazon.com, Inc. Common Stock 023135106 3,826 5,000 SH   SOLE   5,000 0 0
Sunrun, Inc. Common Stock 86771W105 3,623 679,820 SH   SOLE   679,820 0 0
Equinix, Inc. Common Stock 29444U700 3,581 10,027 SH   SOLE   10,027 0 0
Alibaba Group Holding Limited Common Stock 01609W102 3,493 40,000 SH   SOLE   40,000 0 0
Exar Corp. Common Stock 300645108 2,975 270,000 SH   SOLE   270,000 0 0
Workday, Inc. Common Stock 98138H101 2,682 40,000 SH   SOLE   40,000 0 0
Pandora Media, Inc Common Stock 698354107 2,606 200,000 SH   SOLE   200,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 2,503 20,000 SH   SOLE   20,000 0 0
Baidu.com, Inc. Common Stock 056752108 2,498 15,000 SH   SOLE   15,000 0 0
Tesla Motors, Inc. Common Stock 88160R101 2,395 11,155 SH   SOLE   11,155 0 0
SPDR Barclays 1-3 Month T-Bill ETF Common Stock 78464A680 2,377 52,000 SH   SOLE   52,000 0 0
iShares Short Treasury Bond Common Stock 464288679 2,372 21,500 SH   SOLE   21,500 0 0
Ambarella, Inc. Common Stock G037AX101 2,171 40,000 SH   SOLE   40,000 0 0
Twitter, Inc. Common Stock 90184L102 1,639 100,000 SH   SOLE   100,000 0 0
Adobe Systems, Inc. Common Stock 00724F101 1,555 15,000 SH   SOLE   15,000 0 0
Intevac, Inc. Common Stock 461148108 1,500 179,683 SH   SOLE   179,683 0 0
Pure Storage, Inc. Common Stock 74624M102 1,284 114,000 SH   SOLE   114,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 1,199 30,000 SH   SOLE   30,000 0 0
Rocket Fuel, Inc. Common Stock 773111109 1,129 660,000 SH   SOLE   660,000 0 0
Sina Corp. Common Stock G81477104 932 15,000 SH   SOLE   15,000 0 0
VMware, Inc. Common Stock 928563402 791 10,000 SH   SOLE   10,000 0 0
Fitbit, Inc. Common Stock 33812L102 740 100,000 SH   SOLE   100,000 0 0
Apple, Inc. Common Stock 037833100 525 4,500 SH   SOLE   4,500 0 0
Gogo Inc. Common Stock 38046C109 466 50,000 SH   SOLE   50,000 0 0
Power Integrations, Inc. Common Stock 739276103 398 5,799 SH   SOLE   5,799 0 0
Quicklogic Common Stock 74837P108 373 270,000 SH   SOLE   270,000 0 0
Itron, Inc. Common Stock 465741106 355 5,565 SH   SOLE   5,565 0 0
Cree, Inc. Common Stock 225447101 270 10,000 SH   SOLE   10,000 0 0
TerraForm Power, Inc. Common Stock 88104R100 259 20,000 SH   SOLE   20,000 0 0
Honeywell International, Inc. Common Stock 438516106 241 2,080 SH   SOLE   2,080 0 0
First Solar, Inc. Common Stock 336433107 228 7,000 SH   SOLE   7,000 0 0
Covanta Holding Corp. Common Stock 22282e102 154 10,000 SH   SOLE   10,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 140 35,000 SH   SOLE   35,000 0 0
SunPower Corp. - Class B Common Stock 867652406 135 19,931 SH   SOLE   19,931 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 135 11,000 SH   SOLE   11,000 0 0
JA Solar Holdings Co Ltd. Common Stock 466090206 62 13,000 SH   SOLE   13,000 0 0
Vivint Solar, Inc. Common Stock 92854Q106 32 12,000 SH   SOLE   12,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 30 14,000 SH   SOLE   14,000 0 0
Sunedision, Inc. Common Stock 86732Y109 7 21,130 SH   SOLE   21,130 0 0