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 1,379 57,500 SH   SOLE 0 57,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 605 7,000 SH   SOLE 0 7,000 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 1,744 218,000 SH   SOLE 0 218,000 0 0
AMAZON COM INC COM 023135106 1,478 800 SH   SOLE 0 800 0 0
APPLIED MATLS INC COM 038222105 1,465 24,000 SH   SOLE 0 24,000 0 0
AVNET INC COM 053807103 212 5,000 SH   SOLE 0 5,000 0 0
BANDWIDTH INC COM CL A 05988J103 2,882 45,000 SH   SOLE 0 45,000 0 0
BENEFITFOCUS INC COM 08180D106 2,247 102,400 SH   SOLE 0 102,400 0 0
BROADCOM INC COM 11135F101 2,370 7,500 SH   SOLE 0 7,500 0 0
CASA SYS INC COM 14713L102 266 64,917 SH   SOLE 0 64,917 0 0
CIENA CORP COM NEW 171779309 1,173 27,475 SH   SOLE 0 27,475 0 0
DASAN ZHONE SOLUTIONS INC COM NEW 23305L206 460 51,865 SH   SOLE 0 51,865 0 0
ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 678 39,600 SH   SOLE 0 39,600 0 0
FABRINET SHS G3323L100 389 6,000 SH   SOLE 0 6,000 0 0
FIREEYE INC COM 31816Q101 1,322 80,000 SH   SOLE 0 80,000 0 0
GORDON POINTE ACQUISITION CO UNIT 01/18/2023 382788206 274 25,000 SH   SOLE 0 25,000 0 0
HARMONIC INC COM 413160102 654 83,782 SH   SOLE 0 83,782 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 1,293 87,100 SH   SOLE 0 87,100 0 0
INPHI CORP COM 45772F107 1,036 14,000 SH   SOLE 0 14,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 4,252 20,000 SH Put SOLE 0 20,000 0 0
KALEYRA INC COM 483379103 808 95,106 SH   SOLE 0 95,106 0 0
LUMENTUM HLDGS INC COM 55024U109 3,781 47,676 SH   SOLE 0 47,676 0 0
LUMENTUM HLDGS INC COM 55024U109 793 10,000 SH Call SOLE 0 10,000 0 0
LYFT INC CL A COM 55087P104 1,721 40,000 SH   SOLE 0 40,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 532 20,000 SH   SOLE 0 20,000 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 435 37,500 SH   SOLE 0 37,500 0 0
MICRON TECHNOLOGY INC COM 595112103 1,492 27,750 SH   SOLE 0 27,750 0 0
MICROVISION INC DEL COM NEW 594960304 191 265,548 SH   SOLE 0 265,548 0 0
MIX TELEMATICS LTD SPONSORED ADR 60688N102 343 26,465 SH   SOLE 0 26,465 0 0
NEOPHOTONICS CORP COM 64051T100 2,366 268,211 SH   SOLE 0 268,211 0 0
NETFLIX INC COM 64110L106 582 1,800 SH   SOLE 0 1,800 0 0
NEW RELIC INC COM 64829B100 657 10,000 SH   SOLE 0 10,000 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 879 7,500 SH   SOLE 0 7,500 0 0
NOKIA CORP SPONSORED ADR 654902204 430 115,810 SH   SOLE 0 115,810 0 0
PALO ALTO NETWORKS INC COM 697435105 463 2,000 SH   SOLE 0 2,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 227 8,000 SH   SOLE 0 8,000 0 0
PROS HOLDINGS INC COM 74346Y103 1,312 21,900 SH   SOLE 0 21,900 0 0
PURE STORAGE INC CL A 74624M102 1,198 70,000 SH   SOLE 0 70,000 0 0
QUALCOMM INC COM 747525103 882 10,000 SH   SOLE 0 10,000 0 0
RESONANT INC COM 76118L102 326 134,700 SH   SOLE 0 134,700 0 0
ROGERS CORP COM 775133101 1,673 13,414 SH   SOLE 0 13,414 0 0
SALESFORCE COM INC COM 79466L302 2,744 16,869 SH   SOLE 0 16,869 0 0
SNAP INC CL A 83304A106 1,633 100,000 SH   SOLE 0 100,000 0 0
SNAP INC CL A 83304A106 163 10,000 SH Call SOLE 0 10,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,097 45,596 SH   SOLE 0 45,596 0 0
TWILIO INC CL A 90138F102 419 4,264 SH   SOLE 0 4,264 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,379 80,000 SH   SOLE 0 80,000 0 0
VIAVI SOLUTIONS INC COM 925550105 2,018 134,559 SH   SOLE 0 134,559 0 0
WESTERN DIGITAL CORP COM 958102105 1,904 30,000 SH   SOLE 0 30,000 0 0
XILINX INC COM 983919101 2,444 25,000 SH   SOLE 0 25,000 0 0
ZENDESK INC COM 98936J101 621 8,100 SH   SOLE 0 8,100 0 0