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 847 25,000 SH   SOLE 0 25,000 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 3,165 387,807 SH   SOLE 0 387,807 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,646 9,000 SH   SOLE 0 9,000 0 0
AMAZON COM INC COM 023135106 236 75 SH   SOLE 0 75 0 0
ANAPLAN INC COM 03272L108 945 15,100 SH   SOLE 0 15,100 0 0
ASANA INC CL A 04342Y104 288 10,000 SH   SOLE 0 10,000 0 0
BANDWIDTH INC COM CL A 05988J103 873 5,000 SH   SOLE 0 5,000 0 0
BENEFITFOCUS INC COM 08180D106 812 72,500 SH   SOLE 0 72,500 0 0
CASA SYS INC COM 14713L102 322 80,000 SH   SOLE 0 80,000 0 0
CIENA CORP COM NEW 171779309 992 25,000 SH   SOLE 0 25,000 0 0
DOCUSIGN INC COM 256163106 538 2,500 SH   SOLE 0 2,500 0 0
DRAFTKINGS INC COM CL A 26142R104 1,883 32,000 SH   SOLE 0 32,000 0 0
DZS INC COM 268211109 131 14,025 SH   SOLE 0 14,025 0 0
FIREEYE INC COM 31816Q101 1,339 108,468 SH   SOLE 0 108,468 0 0
HARMONIC INC COM 413160102 1,409 252,495 SH   SOLE 0 252,495 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 1,253 144,210 SH   SOLE 0 144,210 0 0
ICHOR HOLDINGS SHS G4740B105 539 25,000 SH   SOLE 0 25,000 0 0
II-VI INC COM 902104108 608 15,000 SH   SOLE 0 15,000 0 0
INFINERA CORP COM 45667G103 1,540 250,000 SH   SOLE 0 250,000 0 0
INPHI CORP COM 45772F107 6,805 60,621 SH   SOLE 0 60,621 0 0
INTEL CORP COM 458140100 518 10,000 SH   SOLE 0 10,000 0 0
KALEYRA INC COM 483379103 379 50,000 SH   SOLE 0 50,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 577 15,910 SH   SOLE 0 15,910 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,024 19,000 SH   SOLE 0 19,000 0 0
LUMENTUM HLDGS INC COM 55024U109 5,999 79,849 SH   SOLE 0 79,849 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 340 10,000 SH   SOLE 0 10,000 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 891 65,000 SH   SOLE 0 65,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 794 20,000 SH   SOLE 0 20,000 0 0
MAXLINEAR INC COM 57776J100 3,370 145,000 SH   SOLE 0 145,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 771 7,500 SH   SOLE 0 7,500 0 0
MICROSOFT CORP COM 594918104 210 1,000 SH   SOLE 0 1,000 0 0
NEOPHOTONICS CORP COM 64051T100 4,580 752,091 SH   SOLE 0 752,091 0 0
NEW RELIC INC COM 64829B100 1,510 26,800 SH   SOLE 0 26,800 0 0
NIO INC SPON ADS 62914V106 345 16,258 SH   SOLE 0 16,258 0 0
NOKIA CORP SPONSORED ADR 654902204 938 240,000 SH   SOLE 0 240,000 0 0
NVIDIA CORPORATION COM 67066G104 1,294 2,390 SH   SOLE 0 2,390 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,248 10,000 SH   SOLE 0 10,000 0 0
PALO ALTO NETWORKS INC COM 697435105 821 3,355 SH   SOLE 0 3,355 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 2,977 30,000 SH   SOLE 0 30,000 0 0
QUALCOMM INC COM 747525103 1,083 9,203 SH   SOLE 0 9,203 0 0
RESONANT INC COM 76118L102 214 90,000 SH   SOLE 0 90,000 0 0
RINGCENTRAL INC CL A 76680R206 824 3,000 SH   SOLE 0 3,000 0 0
SNAP INC CL A 83304A106 587 22,500 SH   SOLE 0 22,500 0 0
SNOWFLAKE INC CL A 833445109 1,702 6,780 SH   SOLE 0 6,780 0 0
SPLUNK INC COM 848637104 1,248 6,634 SH   SOLE 0 6,634 0 0
TENABLE HLDGS INC COM 88025T102 981 25,975 SH   SOLE 0 25,975 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 3,867 212,251 SH   SOLE 0 212,251 0 0
TWILIO INC CL A 90138F102 741 3,000 SH   SOLE 0 3,000 0 0
VIAVI SOLUTIONS INC COM 925550105 2,364 201,565 SH   SOLE 0 201,565 0 0
VICOR CORP COM 925815102 622 8,000 SH   SOLE 0 8,000 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 404 21,000 SH   SOLE 0 21,000 0 0
WORKDAY INC CL A 98138H101 1,203 5,593 SH   SOLE 0 5,593 0 0
YANDEX N V SHS CLASS A N97284108 261 4,000 SH   SOLE 0 4,000 0 0
ZENDESK INC COM 98936J101 1,081 10,500 SH   SOLE 0 10,500 0 0
CIENA CORP COM NEW 171779309 397 10,000 SH Call SOLE 0 10,000 0 0
INPHI CORP COM 45772F107 2,245 20,000 SH Call SOLE 0 20,000 0 0
INTEL CORP COM 458140100 7,767 150,000 SH Call SOLE 0 150,000 0 0
LUMENTUM HLDGS INC COM 55024U109 751 10,000 SH Call SOLE 0 10,000 0 0
MICRON TECHNOLOGY INC COM 595112103 470 10,000 SH Call SOLE 0 10,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 365 10,000 SH Call SOLE 0 10,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 11,114 40,000 SH Put SOLE 0 40,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 1,347 10,000 SH Put SOLE 0 10,000 0 0