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 640 17,000 SH   SOLE 0 17,000 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 1,651 35,000 SH   SOLE 0 35,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 1,002 12,500 SH   SOLE 0 12,500 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 725 113,302 SH   SOLE 0 113,302 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,542 15,000 SH   SOLE 0 15,000 0 0
ARISTA NETWORKS INC COM 040413106 2,077 8,000 SH   SOLE 0 8,000 0 0
BENEFITFOCUS INC COM 08180D106 1,833 67,500 SH   SOLE 0 67,500 0 0
CARBON BLACK INC COM 14081R103 836 50,000 SH   SOLE 0 50,000 0 0
CIENA CORP COM NEW 171779309 2,597 63,149 SH   SOLE 0 63,149 0 0
CLOUDERA INC COM 18914U100 1,052 200,000 SH   SOLE 0 200,000 0 0
CORNING INC COM 219350105 2,826 85,058 SH   SOLE 0 85,058 0 0
DASAN ZHONE SOLUTIONS INC COM NEW 23305L206 646 49,700 SH   SOLE 0 49,700 0 0
DISNEY WALT CO COM DISNEY 254687106 3,491 25,000 SH   SOLE 0 25,000 0 0
FIREEYE INC COM 31816Q101 2,513 169,712 SH   SOLE 0 169,712 0 0
GORDON POINTE ACQUISITION CO UNIT 01/18/2023 382788206 265 25,000 SH   SOLE 0 25,000 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 1,034 80,000 SH   SOLE 0 80,000 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 124 35,680 SH   SOLE 0 35,680 0 0
II VI INC COM 902104108 2,200 60,174 SH   SOLE 0 60,174 0 0
INFINERA CORPORATION COM 45667G103 291 100,000 SH   SOLE 0 100,000 0 0
INPHI CORP COM 45772F107 2,203 43,970 SH   SOLE 0 43,970 0 0
INTELSAT S A COM L5140P101 584 30,000 SH   SOLE 0 30,000 0 0
INTERXION HOLDING N.V SHS N47279109 647 8,500 SH   SOLE 0 8,500 0 0
ITERIS INC COM 46564T107 155 30,000 SH   SOLE 0 30,000 0 0
LUMENTUM HLDGS INC COM 55024U109 534 10,000 SH Call SOLE 0 10,000 0 0
LUMENTUM HLDGS INC COM 55024U109 4,523 84,692 SH   SOLE 0 84,692 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,135 75,000 SH   SOLE 0 75,000 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 1,035 100,000 SH   SOLE 0 100,000 0 0
NEOPHOTONICS CORP COM 64051T100 2,903 694,440 SH   SOLE 0 694,440 0 0
NETFLIX INC COM 64110L106 1,469 4,000 SH   SOLE 0 4,000 0 0
NOKIA CORP SPONSORED ADR 654902204 1,937 386,697 SH   SOLE 0 386,697 0 0
PALO ALTO NETWORKS INC COM 697435105 1,528 7,500 SH   SOLE 0 7,500 0 0
PURE STORAGE INC CL A 74624M102 3,485 228,246 SH   SOLE 0 228,246 0 0
RESONANT INC COM 76118L102 262 110,000 SH   SOLE 0 110,000 0 0
ROGERS CORP COM 775133101 1,022 5,923 SH   SOLE 0 5,923 0 0
SALESFORCE COM INC COM 79466L302 2,124 14,000 SH   SOLE 0 14,000 0 0
SNAP INC CL A 83304A106 429 30,000 SH   SOLE 0 30,000 0 0
TESLA INC COM 88160R101 2,235 10,000 SH Call SOLE 0 10,000 0 0
TESLA INC COM 88160R101 670 3,000 SH   SOLE 0 3,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 747 47,352 SH   SOLE 0 47,352 0 0
UBER TECHNOLOGIES INC COM 90353T100 232 5,000 SH   SOLE 0 5,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 626 45,000 SH   SOLE 0 45,000 0 0
VIAVI SOLUTIONS INC COM 925550105 2,658 200,000 SH   SOLE 0 200,000 0 0