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 2,040 27,890 SH   SOLE 0 27,890 0 0
ALPHABET INC CAP STK CL A 02079K305 2,535 2,100 SH   SOLE 0 2,100 0 0
AMAZON COM INC COM 023135106 2,478 1,237 SH   SOLE 0 1,237 0 0
APPLE INC COM 037833100 3,612 16,000 SH   SOLE 0 16,000 0 0
APPLIED MATLS INC COM 038222105 310 8,021 SH   SOLE 0 8,021 0 0
AUTODESK INC COM 052769106 1,265 8,105 SH   SOLE 0 8,105 0 0
BAIDU INC SPON ADR REP A 056752108 2,287 10,000 SH Call SOLE 0 10,000 0 0
BENEFITFOCUS INC COM 08180D106 1,498 37,042 SH   SOLE 0 37,042 0 0
BROADCOM INC COM 11135F101 533 2,160 SH   SOLE 0 2,160 0 0
CIENA CORP COM NEW 171779309 2,212 70,815 SH   SOLE 0 70,815 0 0
COHERENT INC COM 192479103 207 1,200 SH   SOLE 0 1,200 0 0
CORNING INC COM 219350105 472 13,381 SH   SOLE 0 13,381 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 580 40,000 SH   SOLE 0 40,000 0 0
EMCORE CORP COM NEW 290846203 71 15,000 SH   SOLE 0 15,000 0 0
FIREEYE INC COM 31816Q101 2,557 150,409 SH   SOLE 0 150,409 0 0
GORDON POINTE ACQUISITION CO UNIT 01/18/2023 382788206 263 25,000 SH   SOLE 0 25,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 322 3,187 SH   SOLE 0 3,187 0 0
HARMONIC INC COM 413160102 755 137,311 SH   SOLE 0 137,311 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 1,123 80,524 SH   SOLE 0 80,524 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 749 127,299 SH   SOLE 0 127,299 0 0
HORTONWORKS INC COM 440894103 1,904 83,458 SH   SOLE 0 83,458 0 0
II VI INC COM 902104108 1,097 23,196 SH   SOLE 0 23,196 0 0
INPHI CORP COM 45772F107 1,814 47,771 SH   SOLE 0 47,771 0 0
INTERXION HOLDING N.V SHS N47279109 740 11,000 SH   SOLE 0 11,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 857 20,000 SH Call SOLE 0 20,000 0 0
LENDINGCLUB CORP COM 52603A109 320 82,435 SH   SOLE 0 82,435 0 0
LUMENTUM HLDGS INC COM 55024U109 3,239 54,036 SH   SOLE 0 54,036 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 2,559 124,221 SH   SOLE 0 124,221 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 710 71,745 SH   SOLE 0 71,745 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 386 20,000 SH   SOLE 0 20,000 0 0
MICROSOFT CORP COM 594918104 645 5,640 SH   SOLE 0 5,640 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,004 7,137 SH   SOLE 0 7,137 0 0
NEOPHOTONICS CORP COM 64051T100 2,233 269,047 SH   SOLE 0 269,047 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 814 10,000 SH   SOLE 0 10,000 0 0
NVIDIA CORP COM 67066G104 3,425 12,187 SH   SOLE 0 12,187 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,020 35,327 SH   SOLE 0 35,327 0 0
OCLARO INC COM NEW 67555N206 358 40,000 SH   SOLE 0 40,000 0 0
PALO ALTO NETWORKS INC COM 697435105 2,753 12,223 SH   SOLE 0 12,223 0 0
PURE STORAGE INC CL A 74624M102 1,489 57,386 SH   SOLE 0 57,386 0 0
QUALCOMM INC COM 747525103 2,498 34,679 SH   SOLE 0 34,679 0 0
RESONANT INC COM 76118L102 256 62,940 SH   SOLE 0 62,940 0 0
ROKU INC COM CL A 77543R102 3,000 41,078 SH   SOLE 0 41,078 0 0
TABLEAU SOFTWARE INC CL A 87336U105 3,144 28,134 SH   SOLE 0 28,134 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,028 47,233 SH   SOLE 0 47,233 0 0
VIAVI SOLUTIONS INC COM 925550105 1,213 106,962 SH   SOLE 0 106,962 0 0
YANDEX N V SHS CLASS A N97284108 2,002 60,855 SH   SOLE 0 60,855 0 0