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
2U INC COM 90214J101 416 4,081 SH   SOLE 0 4,081 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,057 161,334 SH   SOLE 0 161,334 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,374 28,194 SH   SOLE 0 28,194 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,454 20,000 SH   SOLE 0 20,000 0 0
ALPHABET INC CAP STK CL A 02079K305 5,335 5,500 SH   SOLE 0 5,500 0 0
AMBER RD INC COM 02318Y108 258 18,239 SH   SOLE 0 18,239 0 0
APPLE INC COM 037833100 4,315 28,000 SH Put SOLE 0 28,000 0 0
APPLIED MATLS INC COM 038222105 4,688 90,000 SH   SOLE 0 90,000 0 0
APPTIO INC CL A 03835C108 223 5,275 SH   SOLE 0 5,275 0 0
BENEFITFOCUS INC COM 08180D106 1,362 33,856 SH   SOLE 0 33,856 0 0
BROADCOM LTD SHS Y09827109 6,879 28,362 SH   SOLE 0 28,362 0 0
CIENA CORP COM NEW 171779309 4,394 200,000 SH   SOLE 0 200,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 940 20,309 SH   SOLE 0 20,309 0 0
CYPRESS SEMICONDUCTOR CORP CIN 232806109 2,491 165,877 SH   SOLE 0 165,877 0 0
ELLIE MAE INC COM 28849P100 5,097 60,208 SH   SOLE 0 60,208 0 0
FIREEYE INC COM 31816Q101 1,545 85,700 SH   SOLE 0 85,700 0 0
FORTINET INC COM 34959E109 1,183 30,394 SH   SOLE 0 30,394 0 0
GLU MOBILE INC COM 379890106 564 150,000 SH   SOLE 0 150,000 0 0
HARMONIC INC COM 413160102 252 82,693 SH   SOLE 0 82,693 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 858 71,766 SH   SOLE 0 71,766 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 3,565 326,200 SH   SOLE 0 326,200 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 874 80,000 SH Call SOLE 0 80,000 0 0
ICHOR HOLDINGS SHS G4740B105 1,876 70,000 SH   SOLE 0 70,000 0 0
INFINERA CORPORATION COM 45667G103 1,510 170,186 SH   SOLE 0 170,186 0 0
INSTRUCTURE INC COM 45781U103 238 7,189 SH   SOLE 0 7,189 0 0
INTERXION HOLDING N.V SHS N47279109 637 12,500 SH   SOLE 0 12,500 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 1,541 35,000 SH Call SOLE 0 35,000 0 0
KNOWLES CORP COM 49926D109 382 250,000 SH   SOLE 0 250,000 0 0
LENDINGCLUB CORP COM 52603A109 487 80,000 SH   SOLE 0 80,000 0 0
LUMENTUM HLDGS INC COM 55024U109 5,180 95,300 SH   SOLE 0 95,300 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 898 79,158 SH   SOLE 0 79,158 0 0
MICRON TECHNOLOGY INC COM 595112103 2,910 74,000 SH   SOLE 0 74,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,020 7,985 SH   SOLE 0 7,985 0 0
MICROVISION INC DEL COM NEW 594960304 611 219,798 SH   SOLE 0 219,798 0 0
MULESOFT INC CL A 625207105 1,590 78,971 SH   SOLE 0 78,971 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 909 14,598 SH   SOLE 0 14,598 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 550 35,000 SH   SOLE 0 35,000 0 0
OCLARO INC COM NEW 67555N206 2,133 247,200 SH   SOLE 0 247,200 0 0
PALO ALTO NETWORKS INC COM 697435105 2,756 19,127 SH   SOLE 0 19,127 0 0
PANDORA MEDIA INC COM 698354107 2,429 315,500 SH   SOLE 0 315,500 0 0
PANDORA MEDIA INC COM 698354107 154 20,000 SH Call SOLE 0 20,000 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 4,364 30,000 SH Put SOLE 0 30,000 0 0
PRICELINE GRP INC COM NEW 741503403 1,937 1,058 SH   SOLE 0 1,058 0 0
ROKU INC COM CL A 77543R102 441 16,622 SH   SOLE 0 16,622 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323108 199 63,300 SH   SOLE 0 63,300 0 0
SIGMA DESIGNS INC COM 826565103 927 147,068 SH   SOLE 0 147,068 0 0
SPLUNK INC COM 848637104 1,199 15,970 SH   SOLE 0 15,970 0 0
TABLEAU SOFTWARE INC CL A 87336U105 5,005 62,630 SH   SOLE 0 62,630 0 0
TALEND S A ADS 874224207 246 6,017 SH   SOLE 0 6,017 0 0
TERADYNE INC COM 880770102 559 15,000 SH   SOLE 0 15,000 0 0
TWITTER INC COM 90184L102 928 55,000 SH   SOLE 0 55,000 0 0
XILINX INC COM 983919101 2,125 30,000 SH   SOLE 0 30,000 0 0
XILINX INC COM 983919101 708 10,000 SH Call SOLE 0 10,000 0 0
ZENDESK INC COM 98936J101 1,036 30,982 SH   SOLE 0 30,982 0 0