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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   569 12,500 SH   SOLE 0 12,500 0 0
ADTRAN INC COM 00738A106   320 23,391 SH   SOLE 0 23,391 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102   379 65,237 SH   SOLE 0 65,237 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   821 4,500 SH   SOLE 0 4,500 0 0
ALPHABET INC CAP STK CL A 02079K305   1,177 1,000 SH   SOLE 0 1,000 0 0
AMAZON.COM INC COM 023135106   2,876 1,615 SH   SOLE 0 1,615 0 0
APPLIED MATLS INC COM 038222105   1,091 27,500 SH   SOLE 0 27,500 0 0
AQUANTIA CORP COM 03842Q108   389 42,986 SH   SOLE 0 42,986 0 0
ATLASSIAN CORP PLC CL A G06242104   1,124 10,000 SH Put SOLE 0 10,000 0 0
BAIDU INC SPON ADR REP A 056752108   544 3,300 SH   SOLE 0 3,300 0 0
BANDWIDTH INC COM CL A 05988J103   258 3,857 SH   SOLE 0 3,857 0 0
BENEFITFOCUS INC COM 08180D106   267 5,400 SH   SOLE 0 5,400 0 0
CALIX INC COM 13100M509   169 22,000 SH   SOLE 0 22,000 0 0
CARBON BLACK INC COM 14081R103   384 27,500 SH   SOLE 0 27,500 0 0
CLOUDERA INC COM 18914U100   2,115 193,334 SH   SOLE 0 193,334 0 0
DISNEY WALT CO COM DISNEY 254687106   1,564 14,084 SH   SOLE 0 14,084 0 0
FABRINET SHS G3323L100   262 5,000 SH   SOLE 0 5,000 0 0
FIREEYE INC COM 31816Q101   1,644 97,900 SH   SOLE 0 97,900 0 0
GORDON POINTE ACQUISITION CO UNIT 01/18/2023 382788206   263 25,000 SH   SOLE 0 25,000 0 0
HARMONIC INC COM 413160102   494 91,111 SH   SOLE 0 91,111 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103   1,142 80,982 SH   SOLE 0 80,982 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106   214 66,974 SH   SOLE 0 66,974 0 0
II VI INC COM 902104108   1,615 43,370 SH   SOLE 0 43,370 0 0
INTERXION HOLDING N.V SHS N47279109   567 8,500 SH   SOLE 0 8,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   3,593 20,000 SH Put SOLE 0 20,000 0 0
LAM RESEARCH CORP COM 512807108   895 5,000 SH   SOLE 0 5,000 0 0
LUMENTUM HLDGS INC COM 55024U109   3,989 70,557 SH   SOLE 0 70,557 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   3,125 187,027 SH   SOLE 0 187,027 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   500 67,543 SH   SOLE 0 67,543 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   398 20,000 SH   SOLE 0 20,000 0 0
MICROSOFT CORP COM 594918104   944 8,000 SH   SOLE 0 8,000 0 0
MICROSTRATEGY INC CL A NEW 594972408   289 2,000 SH   SOLE 0 2,000 0 0
NEOPHOTONICS CORP COM 64051T100   1,733 275,510 SH   SOLE 0 275,510 0 0
NIO INC SPON ADS 62914V106   543 106,400 SH   SOLE 0 106,400 0 0
NOKIA CORP SPONSORED ADR 654902204   1,417 247,775 SH   SOLE 0 247,775 0 0
NUTANIX INC CL A 67059N108   2,196 58,182 SH   SOLE 0 58,182 0 0
PALO ALTO NETWORKS INC COM 697435105   1,214 5,000 SH   SOLE 0 5,000 0 0
PROS HOLDINGS INC COM 74346Y103   422 10,000 SH   SOLE 0 10,000 0 0
PURE STORAGE INC CL A 74624M102   1,525 70,000 SH   SOLE 0 70,000 0 0
RESONANT INC COM 76118L102   330 110,000 SH   SOLE 0 110,000 0 0
SNAP INC CL A 83304A106   441 40,000 SH   SOLE 0 40,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,825 10,000 SH Put SOLE 0 10,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   208 1,500 SH   SOLE 0 1,500 0 0
TABLEAU SOFTWARE INC CL A 87336U105   961 7,548 SH   SOLE 0 7,548 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   582 35,154 SH   SOLE 0 35,154 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   725 70,088 SH   SOLE 0 70,088 0 0
VIAVI SOLUTIONS INC COM 925550105   1,920 155,119 SH   SOLE 0 155,119 0 0
YANDEX N V SHS CLASS A N97284108   618 18,000 SH   SOLE 0 18,000 0 0