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
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,417 152,839 SH   SOLE   152,839 0 0
ANALOG DEVICES INC COM 032654105 53,009 446,056 SH   SOLE   446,056 0 0
CIENA CORP COM NEW 171779309 17,638 413,176 SH   SOLE   413,176 0 0
COMMSCOPE HLDG CO INC COM 20337X109 17,641 1,243,223 SH   SOLE   1,243,223 0 0
COSTAMARE INC SHS Y1771G102 95 10,020 SH   SOLE   10,020 0 0
DATADOG INC CL A COM 23804L103 8,175 216,388 SH   SOLE   216,388 0 0
DISNEY WALT CO COM DISNEY 254687106 24,312 168,101 SH   SOLE   168,101 0 0
ELASTIC N V ORD SHS N14506104 26,847 417,532 SH   SOLE   417,532 0 0
ENPHASE ENERGY INC COM 29355A107 246 9,402 SH   SOLE   9,402 0 0
ERICSSON ADR B SEK 10 294821608 22,198 2,528,274 SH   SOLE   2,528,274 0 0
FACEBOOK INC CL A 30303M102 58,880 286,870 SH   SOLE   286,870 0 0
GENTHERM INC COM 37253A103 281 6,320 SH   SOLE   6,320 0 0
II VI INC COM 902104108 5,088 151,120 SH   SOLE   151,120 0 0
INPHI CORP COM 45772F107 41,815 564,909 SH   SOLE   564,909 0 0
LUMENTUM HLDGS INC COM 55024U109 24,878 313,723 SH   SOLE   313,723 0 0
MICRON TECHNOLOGY INC COM 595112103 76,776 1,427,590 SH   SOLE   1,427,590 0 0
MICROSOFT CORP COM 594918104 55,887 354,390 SH   SOLE   354,390 0 0
QORVO INC COM 74736K101 33,175 285,423 SH   SOLE   285,423 0 0
RINGCENTRAL INC CL A 76680R206 38,836 230,247 SH   SOLE   230,247 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 7,616 127,994 SH   SOLE   127,994 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 35,179 291,026 SH   SOLE   291,026 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 183 16,360 SH   SOLE   16,360 0 0
SUNRUN INC COM 86771W105 3,509 18,880 SH   SOLE   18,880 0 0
T MOBILE US INC COM 872590104 19,493 248,575 SH   SOLE   248,575 0 0
TESLA INC COM 88160R101 57,712 137,959 SH   SOLE   137,959 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 375 3,762 SH   SOLE   3,762 0 0
WESTERN DIGITAL CORP COM 958102105 26,334 414,901 SH   SOLE   414,901 0 0