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 25,005 708,772 SH   SOLE   708,772 0 0
Arista Networks, Inc. Common Stock 040413106 16,491 70,000 SH   SOLE   70,000 0 0
Roku, Inc. Common Stock 77543R102 12,945 250,000 SH   SOLE   250,000 0 0
Facebook, Inc. Common Stock 30303M102 7,941 45,000 SH   SOLE   45,000 0 0
Netflix, Inc. Common Stock 64110L106 6,719 35,000 SH   SOLE   35,000 0 0
Alibaba Group Holding Limited Common Stock 01609W102 6,035 35,000 SH   SOLE   35,000 0 0
Amazon.com, Inc. Common Stock 023135106 5,847 5,000 SH   SOLE   5,000 0 0
Equinix, Inc. Common Stock 29444U700 4,544 10,027 SH   SOLE   10,027 0 0
Alphabet, Inc. Common Stock 02079K107 4,202 4,016 SH   SOLE   4,016 0 0
Guidewire Software, Inc. Common Stock 40171V100 4,084 55,000 SH   SOLE   55,000 0 0
Workday, Inc. Common Stock 98138H101 4,070 40,000 SH   SOLE   40,000 0 0
Baidu.com, Inc. Common Stock 056752108 3,513 15,000 SH   SOLE   15,000 0 0
Tesla Motors, Inc. Common Stock 88160R101 3,300 10,600 SH   SOLE   10,600 0 0
Ambarella, Inc. Common Stock G037AX101 2,938 50,000 SH   SOLE   50,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 2,899 20,000 SH   SOLE   20,000 0 0
Adobe Systems, Inc. Common Stock 00724F101 2,629 15,000 SH   SOLE   15,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 2,209 30,000 SH   SOLE   30,000 0 0
Twilio, Inc. Common Stock 90138F102 2,124 90,000 SH   SOLE   90,000 0 0
Quicklogic Common Stock 74837P108 2,088 1,200,000 SH   SOLE   1,200,000 0 0
Twitter, Inc. Common Stock 90184L102 1,921 80,000 SH   SOLE   80,000 0 0
MaxLinear, Inc. Common Stock 57776J100 1,849 70,000 SH   SOLE   70,000 0 0
Illinois Tool Works Inc. Common Stock 452308109 1,669 10,000 SH   SOLE   10,000 0 0
Apple, Inc. Common Stock 037833100 1,608 9,500 SH   SOLE   9,500 0 0
SoftBank Group Corp. Common Stock 83404D109 1,590 40,000 SH   SOLE   40,000 0 0
Pure Storage, Inc. Common Stock 74624M102 1,586 100,000 SH   SOLE   100,000 0 0
Pandora Media, Inc Common Stock 698354107 964 200,000 SH   SOLE   200,000 0 0
Fitbit, Inc. Common Stock 33812L102 571 100,000 SH   SOLE   100,000 0 0
Gogo Inc. Common Stock 38046C109 564 50,000 SH   SOLE   50,000 0 0
First Solar, Inc. Common Stock 336433107 473 7,000 SH   SOLE   7,000 0 0
Power Integrations, Inc. Common Stock 739276103 427 5,799 SH   SOLE   5,799 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 413 11,000 SH   SOLE   11,000 0 0
Itron, Inc. Common Stock 465741106 380 5,565 SH   SOLE   5,565 0 0
Cree, Inc. Common Stock 225447101 297 8,000 SH   SOLE   8,000 0 0
Honeywell International, Inc. Common Stock 438516106 242 1,580 SH   SOLE   1,580 0 0
3M Co. Common Stock 88579Y101 235 1,000 SH   SOLE   1,000 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 218 5,770 SH   SOLE   5,770 0 0
Praxair, Inc. Common Stock 74005P104 217 1,400 SH   SOLE   1,400 0 0
Corning, Inc. Common Stock 219350105 207 6,460 SH   SOLE   6,460 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 171 35,000 SH   SOLE   35,000 0 0
Covanta Holding Corp. Common Stock 22282e102 169 10,000 SH   SOLE   10,000 0 0
SunPower Corp. - Class B Common Stock 867652406 168 19,931 SH   SOLE   19,931 0 0
Intevac, Inc. Common Stock 461148108 108 15,800 SH   SOLE   15,800 0 0
JA Solar Holdings Co Ltd. Common Stock 466090206 97 13,000 SH   SOLE   13,000 0 0
Vivint Solar, Inc. Common Stock 92854Q106 49 12,000 SH   SOLE   12,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 12 14,000 SH   SOLE   14,000 0 0
Sunedision, Inc. Common Stock 86732Y109 0 21,130 SH   SOLE   21,130 0 0