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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 43,842 | 1,441,404 | SH | SOLE | 1,441,404 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 16,025 | 94,400 | SH | SOLE | 94,400 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 51,549 | 456,235 | SH | SOLE | 456,235 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 23,614 | 573,471 | SH | SOLE | 573,471 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 36,414 | 2,310,987 | SH | SOLE | 2,310,987 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 28,563 | 204,383 | SH | SOLE | 204,383 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 6,910 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 19,927 | 196,829 | SH | SOLE | 196,829 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 28,448 | 2,993,991 | SH | SOLE | 2,993,991 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 40,947 | 212,160 | SH | SOLE | 212,160 | 0 | 0 | ||
| II VI INC | COM | 902104108 | 9,648 | 263,595 | SH | SOLE | 263,595 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 29,840 | 593,261 | SH | SOLE | 593,261 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 14,906 | 278,782 | SH | SOLE | 278,782 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 30,552 | 227,906 | SH | SOLE | 227,906 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 15,268 | 112,307 | SH | SOLE | 112,307 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 31,240 | 84,956 | SH | SOLE | 84,956 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 33,367 | 6,658,678 | SH | SOLE | 6,658,678 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 29,509 | 179,500 | SH | Put | SOLE | 179,500 | 0 | 0 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 290 | 4,644 | SH | SOLE | 4,644 | 0 | 0 | ||
| SPRINT CORPORATION | COM | 85207U105 | 28,844 | 5,820,100 | SH | Put | SOLE | 5,820,100 | 0 | 0 | |
| T MOBILE US INC | COM | 872590104 | 16,595 | 223,836 | SH | SOLE | 223,836 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 25,056 | 218,079 | SH | SOLE | 218,079 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 46,693 | 245,400 | SH | Put | SOLE | 245,400 | 0 | 0 | |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 15,867 | 178,913 | SH | SOLE | 178,913 | 0 | 0 | ||