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
AKAMAI TECHNOLOGIES INC COM 00971T101 2,563 35,000 SH   SOLE 0 35,000 0 0
ALPHABET INC CAP STK CL A 02079K305 2,986 2,644 SH   SOLE 0 2,644 0 0
AMBER RD INC COM 02318Y108 235 25,000 SH   SOLE 0 25,000 0 0
APPLIED MATLS INC COM 038222105 1,848 40,000 SH   SOLE 0 40,000 0 0
AXT INC COM 00246W103 253 35,828 SH   SOLE 0 35,828 0 0
BAIDU INC SPON ADR REP A 056752108 2,977 12,250 SH   SOLE 0 12,250 0 0
BENEFITFOCUS INC COM 08180D106 2,238 66,600 SH   SOLE 0 66,600 0 0
CIENA CORP COM NEW 171779309 2,564 93,558 SH   SOLE 0 93,558 0 0
CORNING INC COM 219350105 1,767 61,228 SH   SOLE 0 61,228 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 156 10,000 SH   SOLE 0 10,000 0 0
CYRUSONE INC COM 23283R100 584 10,000 SH   SOLE 0 10,000 0 0
ELLIE MAE INC COM 28849P100 1,079 10,391 SH   SOLE 0 10,391 0 0
FIREEYE INC COM 31816Q101 1,884 122,409 SH   SOLE 0 122,409 0 0
GORDON POINTE ACQUISITION CO UNIT 01/18/2023 382788206 258 25,000 SH   SOLE 0 25,000 0 0
GRAY TELEVISION INC COM 389375106 553 35,000 SH   SOLE 0 35,000 0 0
HARMONIC INC COM 413160102 411 88,906 SH   SOLE 0 88,906 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 1,055 80,524 SH   SOLE 0 80,524 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 949 127,258 SH   SOLE 0 127,258 0 0
HORTONWORKS INC COM 440894103 2,326 127,680 SH   SOLE 0 127,680 0 0
ICHOR HOLDINGS SHS G4740B105 656 30,900 SH   SOLE 0 30,900 0 0
II VI INC COM 902104108 1,555 34,491 SH   SOLE 0 34,491 0 0
INFINERA CORPORATION COM 45667G103 365 30,993 SH   SOLE 0 30,993 0 0
INPHI CORP COM 45772F107 1,118 32,578 SH   SOLE 0 32,578 0 0
INTERXION HOLDING N.V SHS N47279109 687 11,000 SH   SOLE 0 11,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 3,433 20,000 SH Put SOLE 0 20,000 0 0
KNOWLES CORP COM 49926D109 306 20,000 SH   SOLE 0 20,000 0 0
LAM RESEARCH CORP COM 512807108 3,111 18,000 SH   SOLE 0 18,000 0 0
LENDINGCLUB CORP COM 52603A109 569 150,200 SH   SOLE 0 150,200 0 0
LUMENTUM HLDGS INC COM 55024U109 3,141 53,027 SH   SOLE 0 53,027 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,292 54,968 SH   SOLE 0 54,968 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 820 80,000 SH   SOLE 0 80,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,072 50,000 SH   SOLE 0 50,000 0 0
MICROSOFT CORP COM 594918104 3,605 36,561 SH   SOLE 0 36,561 0 0
MICROSTRATEGY INC CL A NEW 594972408 912 7,137 SH   SOLE 0 7,137 0 0
NEOPHOTONICS CORP COM 64051T100 1,622 253,296 SH   SOLE 0 253,296 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 734 10,000 SH   SOLE 0 10,000 0 0
NVIDIA CORP COM 67066G104 3,317 14,000 SH   SOLE 0 14,000 0 0
PALO ALTO NETWORKS INC COM 697435105 1,493 7,264 SH   SOLE 0 7,264 0 0
PANDORA MEDIA INC COM 698354107 552 70,000 SH   SOLE 0 70,000 0 0
PURE STORAGE INC CL A 74624M102 1,290 54,000 SH   SOLE 0 54,000 0 0
RESONANT INC COM 76118L102 283 50,100 SH   SOLE 0 50,100 0 0
ROKU INC COM CL A 77543R102 742 17,399 SH   SOLE 0 17,399 0 0
TABLEAU SOFTWARE INC CL A 87336U105 1,480 15,138 SH   SOLE 0 15,138 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 595 5,025 SH   SOLE 0 5,025 0 0
TWITTER INC COM 90184L102 1,092 25,000 SH   SOLE 0 25,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 830 50,000 SH   SOLE 0 50,000 0 0
VIAVI SOLUTIONS INC COM 925550105 1,054 94,500 SH   SOLE 0 94,500 0 0
WESTERN DIGITAL CORP COM 958102105 1,350 17,438 SH   SOLE 0 17,438 0 0
YANDEX N V SHS CLASS A N97284108 1,140 31,750 SH   SOLE 0 31,750 0 0