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 23,551 260,000 SH   SOLE   260,000 0 0
Twilio, Inc. Common Stock 90138F102 19,089 140,000 SH   SOLE   140,000 0 0
Arista Networks, Inc. Common Stock 040413106 18,173 70,000 SH   SOLE   70,000 0 0
Microsoft Corp. Common Stock 594918104 13,396 100,000 SH   SOLE   100,000 0 0
Netflix, Inc. Common Stock 64110L106 12,856 35,000 SH   SOLE   35,000 0 0
Cree, Inc. Common Stock 225447101 12,247 218,000 SH   SOLE   218,000 0 0
Nutanix, Inc. Common Stock 67059N108 11,673 450,000 SH   SOLE   450,000 0 0
Chegg, Inc. Common Stock 163092109 11,191 290,000 SH   SOLE   290,000 0 0
Tencent Holdings Limited Foreign G87572163 11,059 245,000 SH   SOLE   245,000 0 0
Match Group, Inc. Common Stock 57665R106 10,091 150,000 SH   SOLE   150,000 0 0
Facebook, Inc. Common Stock 30303M102 9,650 50,000 SH   SOLE   50,000 0 0
NVIDIA Corp. Common Stock 67066G104 8,212 50,000 SH   SOLE   50,000 0 0
II-VI Incorporated Common Stock 902104108 8,043 220,000 SH   SOLE   220,000 0 0
Zscaler, Inc. Common Stock 98980G102 7,664 100,000 SH   SOLE   100,000 0 0
Amazon.com, Inc. Common Stock 023135106 7,575 4,000 SH   SOLE   4,000 0 0
Workday, Inc. Common Stock 98138H101 6,167 30,000 SH   SOLE   30,000 0 0
Adobe Systems, Inc. Common Stock 00724F101 5,893 20,000 SH   SOLE   20,000 0 0
Taiwan Semiconductor Manufacturing Co. - ADR ADR 874039100 5,876 150,000 SH   SOLE   150,000 0 0
Guidewire Software, Inc. Common Stock 40171V100 5,576 55,000 SH   SOLE   55,000 0 0
Splunk, Inc. Common Stock 848637104 5,030 40,000 SH   SOLE   40,000 0 0
Proofpoint, Inc. Common Stock 743424103 4,810 40,000 SH   SOLE   40,000 0 0
PayPal Holdings, Inc. Common Stock 70450Y103 4,578 40,000 SH   SOLE   40,000 0 0
Box, Inc. Common Stock 10316T104 4,403 250,000 SH   SOLE   250,000 0 0
Alphabet, Inc. Common Stock 02079K107 4,341 4,016 SH   SOLE   4,016 0 0
Phunware, Inc. Common Stock 71948P100 4,339 1,395,113 SH   SOLE   1,395,113 0 0
Palo Alto Networks, Inc. Common Stock 697435105 4,075 20,000 SH   SOLE   20,000 0 0
2U, Inc. Common Stock 90214J101 3,764 100,000 SH   SOLE   100,000 0 0
ViaSat, Inc. Common Stock 92552V100 3,233 40,000 SH   SOLE   40,000 0 0
SolarEdge Technologies, Inc. Common Stock 83417M104 2,936 47,000 SH   SOLE   47,000 0 0
Alibaba Group Holding Limited Common Stock 01609W102 2,542 15,000 SH   SOLE   15,000 0 0
Square, Inc. Common Stock 852234103 2,176 30,000 SH   SOLE   30,000 0 0
Pure Storage, Inc. Common Stock 74624M102 1,527 100,000 SH   SOLE   100,000 0 0
Power Integrations, Inc. Common Stock 739276103 465 5,799 SH   SOLE   5,799 0 0
Fitbit, Inc. Common Stock 33812L102 440 100,000 SH   SOLE   100,000 0 0
Itron, Inc. Common Stock 465741106 348 5,565 SH   SOLE   5,565 0 0
Quicklogic Common Stock 74837P108 348 600,000 SH   SOLE   600,000 0 0
First Solar, Inc. Common Stock 336433107 328 5,000 SH   SOLE   5,000 0 0
Honeywell International, Inc. Common Stock 438516106 276 1,580 SH   SOLE   1,580 0 0
Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 251 5,770 SH   SOLE   5,770 0 0
Aspen Aerogels, Inc. Common Stock 04523Y105 250 35,000 SH   SOLE   35,000 0 0
Corning, Inc. Common Stock 219350105 215 6,460 SH   SOLE   6,460 0 0
SunPower Corp. - Class B Common Stock 867652406 213 19,931 SH   SOLE   19,931 0 0
ON Semiconductor Corp. Common Stock 682189105 202 10,000 SH   SOLE   10,000 0 0
Covanta Holding Corp. Common Stock 22282e102 179 10,000 SH   SOLE   10,000 0 0
Net 1 UEPS Technologies, Inc. Common Stock 64107N206 120 30,000 SH   SOLE   30,000 0 0
Vivint Solar, Inc. Common Stock 92854Q106 88 12,000 SH   SOLE   12,000 0 0
Curaleaf Holdings, Inc. Common Stock 23126M102 72 10,000 SH   SOLE   10,000 0 0
Orion Energy Systems, Inc. Common Stock 686275108 42 14,000 SH   SOLE   14,000 0 0
Sunedision, Inc. Common Stock 86732Y109 0 21,130 SH   SOLE   21,130 0 0