The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| Nutanix, Inc. | Common Stock | 67059N108 | 15,892 | 709,772 | SH | SOLE | 709,772 | 0 | 0 | ||
| Arista Networks, Inc. | Common Stock | 040413106 | 13,273 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Facebook, Inc. | Common Stock | 30303M102 | 7,686 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| Alibaba Group Holding Limited | Common Stock | 01609W102 | 6,908 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Roku, Inc | Common Stock | 77543R102 | 6,635 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Netflix, Inc. | Common Stock | 64110L106 | 6,347 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Amazon.com, Inc. | Common Stock | 023135106 | 4,807 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Equinix, Inc. | Common Stock | 29444U700 | 4,475 | 10,027 | SH | SOLE | 10,027 | 0 | 0 | ||
| Alphabet, Inc. | Common Stock | 02079K107 | 4,331 | 4,516 | SH | SOLE | 4,516 | 0 | 0 | ||
| Workday, Inc. | Common Stock | 98138H101 | 4,216 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Baidu.com, Inc. | Common Stock | 056752108 | 3,715 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Tesla Motors, Inc. | Common Stock | 88160R101 | 3,616 | 10,600 | SH | SOLE | 10,600 | 0 | 0 | ||
| Sunrun, Inc. | Common Stock | 86771W105 | 2,941 | 529,820 | SH | SOLE | 529,820 | 0 | 0 | ||
| Palo Alto Networks, Inc. | Common Stock | 697435105 | 2,882 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Adobe Systems, Inc. | Common Stock | 00724F101 | 2,238 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Ambarella, Inc. | Common Stock | G037AX101 | 1,960 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PayPal Holdings, Inc. | Common Stock | 70450Y103 | 1,921 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Quicklogic | Common Stock | 74837P108 | 1,848 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| Sina Corp. | Common Stock | G81477104 | 1,720 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Pure Storage, Inc. | Common Stock | 74624M102 | 1,599 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Pandora Media, Inc | Common Stock | 698354107 | 1,540 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Twitter, Inc. | Common Stock | 90184L102 | 1,350 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| SoftBank Group Corp. | Common Stock | 83404D109 | 1,220 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Twilio, Inc. | Common Stock | 90138F102 | 1,194 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| MaxLinear, Inc. | Common Stock | 57776J100 | 1,188 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Illinois Tool Works Inc. | Common Stock | 452308109 | 740 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Fitbit, Inc. | Common Stock | 33812L102 | 696 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Apple, Inc. | Common Stock | 037833100 | 694 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| Gogo Inc. | Common Stock | 38046C109 | 591 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Itron, Inc. | Common Stock | 465741106 | 431 | 5,565 | SH | SOLE | 5,565 | 0 | 0 | ||
| Power Integrations, Inc. | Common Stock | 739276103 | 424 | 5,799 | SH | SOLE | 5,799 | 0 | 0 | ||
| Guidewire Software, Inc. | Common Stock | 40171V100 | 389 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Cloudera, Inc. | Common Stock | 18914U100 | 332 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| First Solar, Inc. | Common Stock | 336433107 | 321 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| SolarEdge Technologies, Inc. | Common Stock | 83417M104 | 314 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| Weibo Corporation | Common Stock | 948596101 | 297 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| TerraForm Power, Inc. | Common Stock | 88104R100 | 264 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Koninklijke (Royal) Philips Electronics N.V. | Common Stock | 500472303 | 238 | 5,770 | SH | SOLE | 5,770 | 0 | 0 | ||
| Cree, Inc. | Common Stock | 225447101 | 226 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| Honeywell International, Inc. | Common Stock | 438516106 | 224 | 1,580 | SH | SOLE | 1,580 | 0 | 0 | ||
| 3M Co. | Common Stock | 88579Y101 | 210 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| Aspen Aerogels, Inc. | Common Stock | 04523Y105 | 152 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Covanta Holding Corp. | Common Stock | 22282e102 | 149 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| SunPower Corp. - Class B | Common Stock | 867652406 | 145 | 19,931 | SH | SOLE | 19,931 | 0 | 0 | ||
| Intevac, Inc. | Common Stock | 461148108 | 134 | 15,800 | SH | SOLE | 15,800 | 0 | 0 | ||
| JA Solar Holdings Co Ltd. | Common Stock | 466090206 | 99 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| Vivint Solar, Inc. | Common Stock | 92854Q106 | 41 | 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 | 0 | 21,130 | SH | SOLE | 21,130 | 0 | 0 | ||