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 2,442 150,000 SH   SOLE 0 150,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 251 8,644 SH   SOLE 0 8,644 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 822 9,000 SH   SOLE 0 9,000 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 1,105 142,565 SH   SOLE 0 142,565 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,485 8,881 SH   SOLE 0 8,881 0 0
ANAPLAN INC COM 03272L108 1,136 24,179 SH   SOLE 0 24,179 0 0
BANDWIDTH INC COM CL A 05988J103 1,816 27,886 SH   SOLE 0 27,886 0 0
BENEFITFOCUS INC COM 08180D106 2,636 110,690 SH   SOLE 0 110,690 0 0
CIENA CORP COM NEW 171779309 4,317 110,031 SH   SOLE 0 110,031 0 0
CLOUDERA INC COM 18914U100 815 92,000 SH   SOLE 0 92,000 0 0
CORNING INC COM 219350105 2,200 77,131 SH   SOLE 0 77,131 0 0
DASAN ZHONE SOLUTIONS INC COM NEW 23305L206 478 52,200 SH   SOLE 0 52,200 0 0
DATADOG INC CL A COM 23804L103 226 6,674 SH   SOLE 0 6,674 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,363 26,290 SH   SOLE 0 26,290 0 0
DROPBOX INC CL A 26210C104 1,009 50,000 SH   SOLE 0 50,000 0 0
FABRINET SHS G3323L100 262 5,000 SH   SOLE 0 5,000 0 0
FIREEYE INC COM 31816Q101 2,668 200,000 SH   SOLE 0 200,000 0 0
GORDON POINTE ACQUISITION CO UNIT 01/18/2023 382788206 268 25,000 SH   SOLE 0 25,000 0 0
HARMONIC INC COM 413160102 561 85,253 SH   SOLE 0 85,253 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 1,003 82,100 SH   SOLE 0 82,100 0 0
II VI INC COM 902104108 264 7,500 SH   SOLE 0 7,500 0 0
INPHI CORP COM 45772F107 1,465 24,000 SH   SOLE 0 24,000 0 0
INTELSAT S A COM L5140P101 929 40,743 SH   SOLE 0 40,743 0 0
INTERXION HOLDING N.V SHS N47279109 692 8,500 SH   SOLE 0 8,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 13,217 70,000 SH Put SOLE 0 60,000 0 0
LUMENTUM HLDGS INC COM 55024U109 4,298 80,254 SH   SOLE 0 80,254 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,558 72,500 SH   SOLE 0 72,500 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 938 92,517 SH   SOLE 0 92,517 0 0
MICRON TECHNOLOGY INC COM 595112103 2,571 60,000 SH   SOLE 0 60,000 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 326 23,355 SH   SOLE 0 23,355 0 0
NEOPHOTONICS CORP COM 64051T100 3,650 599,270 SH   SOLE 0 599,270 0 0
NETFLIX INC COM 64110L106 1,606 6,000 SH   SOLE 0 6,000 0 0
NEW RELIC INC COM 64829B100 1,232 20,052 SH   SOLE 0 20,052 0 0
NOKIA CORP SPONSORED ADR 654902204 2,170 428,848 SH   SOLE 0 428,848 0 0
PALO ALTO NETWORKS INC COM 697435105 2,038 10,000 SH   SOLE 0 10,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,749 69,663 SH   SOLE 0 69,663 0 0
PURE STORAGE INC CL A 74624M102 480 28,332 SH   SOLE 0 28,332 0 0
RESONANT INC COM 76118L102 385 129,600 SH   SOLE 0 129,600 0 0
ROGERS CORP COM 775133101 1,611 11,782 SH   SOLE 0 11,782 0 0
ROKU INC COM CL A 77543R102 1,018 10,000 SH   SOLE 0 10,000 0 0
SNAP INC CL A 83304A106 1,580 100,000 SH   SOLE 0 100,000 0 0
SNAP INC CL A 83304A106 158 10,000 SH Call SOLE 0 10,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 11,871 40,000 SH Put SOLE 0 10,000 0 0
SPLUNK INC COM 848637104 3,085 26,179 SH   SOLE 0 26,179 0 0
TELENAV INC COM 879455103 48 10,032 SH   SOLE 0 10,032 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 385 20,000 SH   SOLE 0 20,000 0 0
TWITTER INC COM 90184L102 1,854 45,000 SH   SOLE 0 45,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,346 77,003 SH   SOLE 0 77,003 0 0
UBER TECHNOLOGIES INC COM 90353T100 305 10,000 SH Call SOLE 0 10,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 146 10,000 SH   SOLE 0 10,000 0 0
VIAVI SOLUTIONS INC COM 925550105 2,560 182,797 SH   SOLE 0 182,797 0 0
WESTERN DIGITAL CORP COM 958102105 1,810 30,357 SH   SOLE 0 30,357 0 0