The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 21,442 | 99,406 | SH | SOLE | 99,406 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 22,763 | 8,251 | SH | SOLE | 8,251 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 81,916 | 667,938 | SH | SOLE | 667,938 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 33,900 | 92,928 | SH | SOLE | 92,928 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 25,108 | 79,553 | SH | SOLE | 79,553 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 21,768 | 401,926 | SH | SOLE | 401,926 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 25,763 | 256,888 | SH | SOLE | 256,888 | 0 | 0 | ||
DAQO NEW ENERGY CORP | SPNSRD ADR NEW | 23703Q203 | 212 | 2,859 | SH | SOLE | 2,859 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 11,306 | 130,033 | SH | SOLE | 130,033 | 0 | 0 | ||
DISH NETWORK CORPORATION | CL A | 25470M109 | 11,111 | 321,962 | SH | SOLE | 321,962 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 26,419 | 236,922 | SH | SOLE | 236,922 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 200 | 4,205 | SH | SOLE | 4,205 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 39,627 | 4,260,936 | SH | SOLE | 4,260,936 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 17,892 | 254,504 | SH | SOLE | 254,504 | 0 | 0 | ||
II-VI INC | COM | 902104108 | 6,023 | 127,542 | SH | SOLE | 127,542 | 0 | 0 | ||
JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 247 | 13,931 | SH | SOLE | 13,931 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 6,558 | 80,540 | SH | SOLE | 80,540 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 7,643 | 231,532 | SH | SOLE | 231,532 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 25,748 | 734,399 | SH | SOLE | 734,399 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 33,227 | 820,700 | SH | Call | SOLE | 820,700 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 60,890 | 299,201 | SH | SOLE | 299,201 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 51,232 | 216,167 | SH | SOLE | 216,167 | 0 | 0 | ||
NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 256 | 4,997 | SH | SOLE | 4,997 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 7,838 | 1,781,276 | SH | SOLE | 1,781,276 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 37,597 | 340,154 | SH | SOLE | 340,154 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 49,080 | 172,203 | SH | SOLE | 172,203 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 29,052 | 227,218 | SH | SOLE | 227,218 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 17,587 | 88,510 | SH | SOLE | 88,510 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 40,630 | 390,110 | SH | SOLE | 390,110 | 0 | 0 | ||
T-MOBILE US INC | RIGHT 07/27/2020 | 872590112 | 67 | 400,350 | SH | SOLE | 400,350 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 28,469 | 26,365 | SH | SOLE | 26,365 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 22,250 | 26,400 | SH | Put | SOLE | 26,400 | 0 | 0 | |
UBER TECHNOLOGIES INC | COM | 90353T100 | 7,206 | 231,845 | SH | SOLE | 231,845 | 0 | 0 |