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
Roku, Inc. Common Stock 77543R102 35,785 490,000 SH   SOLE   490,000 0 0
Arista Networks, Inc. Common Stock 040413106 18,610 70,000 SH   SOLE   70,000 0 0
Nutanix, Inc. Common Stock 67059N108 13,276 310,772 SH   SOLE   310,772 0 0
Netflix, Inc. Common Stock 64110L106 13,095 35,000 SH   SOLE   35,000 0 0
Twilio, Inc. Common Stock 90138F102 12,079 140,000 SH   SOLE   140,000 0 0
Amazon.com, Inc. Common Stock 023135106 10,015 5,000 SH   SOLE   5,000 0 0
Chegg, Inc. Common Stock 163092109 8,245 290,000 SH   SOLE   290,000 0 0
Facebook, Inc. Common Stock 30303M102 7,401 45,000 SH   SOLE   45,000 0 0
Adobe Systems, Inc. Common Stock 00724F101 6,749 25,000 SH   SOLE   25,000 0 0
Box, Inc. Common Stock 10316T104 5,978 250,000 SH   SOLE   250,000 0 0
Match Group, Inc. Common Stock 57665R106 5,791 100,000 SH   SOLE   100,000 0 0
Alibaba Group Holding Limited Common Stock 01609W102 5,767 35,000 SH   SOLE   35,000 0 0
Guidewire Software, Inc. Common Stock 40171V100 5,556 55,000 SH   SOLE   55,000 0 0
ViaSat, Inc. Common Stock 92552V100 5,116 80,000 SH   SOLE   80,000 0 0
Splunk, Inc. Common Stock 848637104 4,836 40,000 SH   SOLE   40,000 0 0
Alphabet, Inc. Common Stock 02079K107 4,793 4,016 SH   SOLE   4,016 0 0
II-VI Incorporated Common Stock 902104108 4,730 100,000 SH   SOLE   100,000 0 0
Palo Alto Networks, Inc. Common Stock 697435105 4,505 20,000 SH   SOLE   20,000 0 0
Cree, Inc. Common Stock 225447101 4,469 118,000 SH   SOLE   118,000 0 0
Workday, Inc. Common Stock 98138H101 4,379 30,000 SH   SOLE   30,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 3,514 40,000 SH   SOLE   40,000 0 0
Baidu.com, Inc. Common Stock 056752108 3,430 15,000 SH   SOLE   15,000 0 0
Proofpoint, Inc. Common Stock 743424103 3,190 30,000 SH   SOLE   30,000 0 0
Pure Storage, Inc. Common Stock 74624M102 2,595 100,000 SH   SOLE   100,000 0 0
Twitter, Inc. Common Stock 90184L102 2,277 80,000 SH   SOLE   80,000 0 0
Taiwan Semiconductor Manufacturing Co. - ADR ADR 874039100 2,208 50,000 SH   SOLE   50,000 0 0
Equinix, Inc. Common Stock 29444U700 2,176 5,027 SH   SOLE   5,027 0 0
Apple, Inc. Common Stock 037833100 2,145 9,500 SH   SOLE   9,500 0 0
Pandora Media, Inc Common Stock 698354107 1,902 200,000 SH   SOLE   200,000 0 0
MaxLinear, Inc. Common Stock 57776J100 1,392 70,000 SH   SOLE   70,000 0 0
Quicklogic Common Stock 74837P108 1,200 1,200,000 SH   SOLE   1,200,000 0 0
Zscaler, Inc. Common Stock 98980G102 816 20,000 SH   SOLE   20,000 0 0
Fitbit, Inc. Common Stock 33812L102 535 100,000 SH   SOLE   100,000 0 0
Power Integrations, Inc. Common Stock 739276103 366 5,799 SH   SOLE   5,799 0 0
Itron, Inc. Common Stock 465741106 357 5,565 SH   SOLE   5,565 0 0
First Solar, Inc. Common Stock 336433107 339 7,000 SH   SOLE   7,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 264 7,000 SH   SOLE   7,000 0 0
Honeywell International, Inc. Common Stock 438516106 263 1,580 SH   SOLE   1,580 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 263 5,770 SH   SOLE   5,770 0 0
Net 1 UEPS Technologies, Inc. Common Stock 64107N206 240 30,000 SH   SOLE   30,000 0 0
Corning, Inc. Common Stock 219350105 228 6,460 SH   SOLE   6,460 0 0
Praxair, Inc. Common Stock 74005P104 225 1,400 SH   SOLE   1,400 0 0
3M Co. Common Stock 88579Y101 211 1,000 SH   SOLE   1,000 0 0
United Technologies Corp. Common Stock 913017109 210 1,500 SH   SOLE   1,500 0 0
Covanta Holding Corp. Common Stock 22282e102 163 10,000 SH   SOLE   10,000 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 160 35,000 SH   SOLE   35,000 0 0
SunPower Corp. - Class B Common Stock 867652406 145 19,931 SH   SOLE   19,931 0 0
Intevac, Inc. Common Stock 461148108 82 15,800 SH   SOLE   15,800 0 0
Vivint Solar, Inc. Common Stock 92854Q106 62 12,000 SH   SOLE   12,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 13 14,000 SH   SOLE   14,000 0 0
Sunedision, Inc. Common Stock 86732Y109 0 21,130 SH   SOLE   21,130 0 0