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 603 12,123 SH   SOLE 0 12,123 0 0
ADTRAN INC COM 00738A106 882 82,133 SH   SOLE 0 82,133 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 307 61,737 SH   SOLE 0 61,737 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,056 15,000 SH   SOLE 0 15,000 0 0
AMAZON COM INC COM 023135106 3,905 2,600 SH   SOLE 0 2,600 0 0
APPLIED MATLS INC COM 038222105 1,637 50,000 SH   SOLE 0 50,000 0 0
AQUANTIA CORP COM 03842Q108 390 44,500 SH   SOLE 0 44,500 0 0
BAIDU INC SPON ADR REP A 056752108 317 2,000 SH   SOLE 0 2,000 0 0
BENEFITFOCUS INC COM 08180D106 686 15,000 SH   SOLE 0 15,000 0 0
BROADCOM INC COM 11135F101 2,505 9,850 SH   SOLE 0 9,850 0 0
CIENA CORP COM NEW 171779309 151 4,450 SH   SOLE 0 4,450 0 0
CORNING INC COM 219350105 331 10,972 SH   SOLE 0 10,972 0 0
FACEBOOK INC CL A 30303M102 2,687 20,500 SH   SOLE 0 20,500 0 0
FIREEYE INC COM 31816Q101 1,871 115,400 SH   SOLE 0 115,400 0 0
GORDON POINTE ACQUISITION CO UNIT 01/18/2023 382788206 259 25,000 SH   SOLE 0 25,000 0 0
HARMONIC INC COM 413160102 639 135,311 SH   SOLE 0 135,311 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 982 80,882 SH   SOLE 0 80,882 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 72 21,000 SH   SOLE 0 21,000 0 0
HORTONWORKS INC COM 440894103 833 57,795 SH   SOLE 0 57,795 0 0
II VI INC COM 902104108 1,528 47,072 SH   SOLE 0 47,072 0 0
INPHI CORP COM 45772F107 865 26,900 SH   SOLE 0 26,900 0 0
INTERXION HOLDING N.V SHS N47279109 460 8,500 SH   SOLE 0 8,500 0 0
KNOWLES CORP COM 49926D109 666 50,000 SH   SOLE 0 50,000 0 0
LUMENTUM HLDGS INC COM 55024U109 2,862 68,117 SH   SOLE 0 68,117 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 2,479 170,882 SH   SOLE 0 170,882 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 326 52,543 SH   SOLE 0 52,543 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 324 20,000 SH   SOLE 0 20,000 0 0
MICRON TECHNOLOGY INC COM 595112103 317 10,000 SH   SOLE 0 10,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 649 5,083 SH   SOLE 0 5,083 0 0
NEOPHOTONICS CORP COM 64051T100 1,253 193,420 SH   SOLE 0 193,420 0 0
NEW YORK TIMES CO CL A 650111107 289 12,965 SH   SOLE 0 12,965 0 0
NUTANIX INC CL A 67059N108 1,040 25,000 SH   SOLE 0 25,000 0 0
PALO ALTO NETWORKS INC COM 697435105 1,884 10,000 SH   SOLE 0 10,000 0 0
PROS HOLDINGS INC COM 74346Y103 314 10,000 SH   SOLE 0 10,000 0 0
PURE STORAGE INC CL A 74624M102 982 61,100 SH   SOLE 0 61,100 0 0
RESONANT INC COM 76118L102 154 115,527 SH   SOLE 0 115,527 0 0
ROKU INC COM CL A 77543R102 3,064 100,000 SH   SOLE 0 100,000 0 0
SALESFORCE COM INC COM 79466L302 685 5,000 SH   SOLE 0 5,000 0 0
SERVICENOW INC COM 81762P102 1,104 6,200 SH   SOLE 0 6,200 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 523 35,454 SH   SOLE 0 35,454 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 390 46,088 SH   SOLE 0 46,088 0 0
VIAVI SOLUTIONS INC COM 925550105 1,087 108,132 SH   SOLE 0 108,132 0 0
DISNEY WALT CO COM DISNEY 254687106 3,727 33,989 SH   SOLE 0 33,989 0 0
YANDEX N V SHS CLASS A N97284108 547 20,000 SH   SOLE 0 20,000 0 0