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 |
| Roku, Inc. | Common Stock | 77543R102 | 24,422 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| Arista Networks, Inc. | Common Stock | 040413106 | 16,724 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Twilio, Inc. | Common Stock | 90138F102 | 15,394 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| Microsoft Corp. | Common Stock | 594918104 | 13,903 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Nutanix, Inc. | Common Stock | 67059N108 | 11,813 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| Match Group, Inc. | Common Stock | 57665R106 | 10,716 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Cree, Inc. | Common Stock | 225447101 | 10,682 | 218,000 | SH | SOLE | 218,000 | 0 | 0 | ||
| Chegg, Inc. | Common Stock | 163092109 | 10,183 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| Netflix, Inc. | Common Stock | 64110L106 | 9,367 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Facebook, Inc. | Common Stock | 30303M102 | 8,904 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| NVIDIA Corp. | Common Stock | 67066G104 | 8,704 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| II-VI Incorporated | Common Stock | 902104108 | 7,746 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Taiwan Semiconductor Manufacturing Co. - ADR | ADR | 874039100 | 6,972 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Amazon.com, Inc. | Common Stock | 023135106 | 6,944 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| Guidewire Software, Inc. | Common Stock | 40171V100 | 5,796 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| Adobe Systems, Inc. | Common Stock | 00724F101 | 5,525 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Proofpoint, Inc. | Common Stock | 743424103 | 5,162 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Workday, Inc. | Common Stock | 98138H101 | 5,099 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Alphabet, Inc. | Common Stock | 02079K107 | 4,896 | 4,016 | SH | SOLE | 4,016 | 0 | 0 | ||
| SolarEdge Technologies, Inc. | Common Stock | 83417M104 | 4,772 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| Zscaler, Inc. | Common Stock | 98980G102 | 4,726 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Splunk, Inc. | Common Stock | 848637104 | 4,714 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Kratos Defense & Security Solutions, Inc. | Common Stock | 50077B207 | 4,463 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| PayPal Holdings, Inc. | Common Stock | 70450Y103 | 4,144 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Box, Inc. | Common Stock | 10316T104 | 4,140 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Palo Alto Networks, Inc. | Common Stock | 697435105 | 4,077 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Enphase Energy, Inc. | Common Stock | 29355A107 | 3,446 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| ViaSat, Inc. | Common Stock | 92552V100 | 3,013 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Zendesk, Inc. | Common Stock | 98936J101 | 2,915 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Coupa Software, Inc. | Common Stock | 22266L106 | 2,591 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Square, Inc. | Common Stock | 852234103 | 2,478 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Okta, Inc. | Common Stock | 679295105 | 1,969 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Pure Storage, Inc. | Common Stock | 74624M102 | 1,694 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| 2U, Inc. | Common Stock | 90214J101 | 1,628 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GW Pharmaceuticals plc | Common Stock | 36197T103 | 1,265 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| MongoDB,Inc. | Common Stock | 60937P106 | 1,205 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Phunware, Inc. | Common Stock | 71948P100 | 970 | 692,913 | SH | SOLE | 692,913 | 0 | 0 | ||
| Domo, Inc. | Common Stock | 257554105 | 799 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Power Integrations, Inc. | Common Stock | 739276103 | 524 | 5,799 | SH | SOLE | 5,799 | 0 | 0 | ||
| Itron, Inc. | Common Stock | 465741106 | 412 | 5,565 | SH | SOLE | 5,565 | 0 | 0 | ||
| Fitbit, Inc. | Common Stock | 33812L102 | 381 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| First Solar, Inc. | Common Stock | 336433107 | 290 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Honeywell International, Inc. | Common Stock | 438516106 | 267 | 1,580 | SH | SOLE | 1,580 | 0 | 0 | ||
| Koninklijke (Royal) Philips Electronics N.V. | Common Stock | 500472303 | 266 | 5,770 | SH | SOLE | 5,770 | 0 | 0 | ||
| SunPower Corp. - Class B | Common Stock | 867652406 | 219 | 19,931 | SH | SOLE | 19,931 | 0 | 0 | ||
| Quicklogic | Common Stock | 74837P108 | 211 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| Aspen Aerogels, Inc. | Common Stock | 04523Y105 | 207 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| United Technologies Corp. | Common Stock | 913017109 | 205 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| ON Semiconductor Corp. | Common Stock | 682189105 | 192 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Covanta Holding Corp. | Common Stock | 22282e102 | 173 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Net 1 UEPS Technologies, Inc. | Common Stock | 64107N206 | 107 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Vivint Solar, Inc. | Common Stock | 92854Q106 | 78 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Curaleaf Holdings, Inc. | Common Stock | 23126M102 | 54 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Orion Energy Systems, Inc. | Common Stock | 686275108 | 40 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| Sunedision, Inc. | Common Stock | 86732Y109 | 0 | 21,130 | SH | SOLE | 21,130 | 0 | 0 | ||