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 1,000 25,000 SH   SOLE N/A 25,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 917 10,000 SH   SOLE N/A 10,000 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 3,412 279,026 SH   SOLE N/A 279,026 0 0
ALPHABET INC CAP STK CL A 02079K305 2,103 1,200 SH   SOLE N/A 1,200 0 0
AMAZON COM INC COM 023135106 1,883 578 SH   SOLE N/A 578 0 0
AMBARELLA INC SHS G037AX101 915 9,966 SH   SOLE N/A 9,966 0 0
AVNET INC COM 053807103 2,107 60,000 SH   SOLE N/A 60,000 0 0
BANDWIDTH INC COM CL A 05988J103 3,073 20,000 SH   SOLE N/A 20,000 0 0
BOOKING HOLDINGS INC COM 09857L108 1,336 600 SH   SOLE N/A 600 0 0
BROADCOM INC COM 11135F101 1,095 2,500 SH   SOLE N/A 2,500 0 0
CASA SYS INC COM 14713L102 765 124,060 SH   SOLE N/A 124,060 0 0
CIENA CORP COM NEW 171779309 1,321 25,000 SH   SOLE N/A 25,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 1,935 144,416 SH   SOLE N/A 144,416 0 0
DOCUSIGN INC COM 256163106 2,223 10,000 SH   SOLE N/A 10,000 0 0
DRAFTKINGS INC COM CL A 26142R104 3,259 70,000 SH   SOLE N/A 70,000 0 0
DYNATRACE INC COM NEW 268150109 974 22,500 SH   SOLE N/A 22,500 0 0
DZS INC COM 268211109 172 11,141 SH   SOLE N/A 11,141 0 0
FIREEYE INC COM 31816Q101 1,631 70,723 SH   SOLE N/A 70,723 0 0
FISKER INC CL A COM STK 33813J106 1,338 91,359 SH   SOLE N/A 91,359 0 0
GAN LTD ORD SHS G3728V109 1,217 60,000 SH   SOLE N/A 60,000 0 0
HARMONIC INC COM 413160102 2,168 293,392 SH   SOLE N/A 293,392 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 1,482 143,089 SH   SOLE N/A 143,089 0 0
ICHOR HOLDINGS SHS G4740B105 2,275 75,480 SH   SOLE N/A 75,480 0 0
II-VI INC COM 902104108 1,063 14,000 SH   SOLE N/A 14,000 0 0
INFINERA CORP COM 45667G103 711 67,850 SH   SOLE N/A 67,850 0 0
KALEYRA INC COM 483379103 158 16,000 SH   SOLE N/A 16,000 0 0
LUMENTUM HLDGS INC COM 55024U109 5,808 61,266 SH   SOLE N/A 61,266 0 0
LYFT INC CL A COM 55087P104 737 15,000 SH   SOLE N/A 15,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 550 10,000 SH   SOLE N/A 10,000 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 311 23,000 SH   SOLE N/A 23,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 951 20,000 SH   SOLE N/A 20,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 445 11,539 SH   SOLE N/A 11,539 0 0
MAXLINEAR INC COM 57776J100 5,482 143,557 SH   SOLE N/A 143,557 0 0
MERCADOLIBRE INC COM 58733R102 1,340 800 SH   SOLE N/A 800 0 0
MICRON TECHNOLOGY INC COM 595112103 1,504 20,000 SH   SOLE N/A 20,000 0 0
NEOPHOTONICS CORP COM 64051T100 6,181 680,000 SH   SOLE N/A 680,000 0 0
NETFLIX INC COM 64110L106 1,597 2,953 SH   SOLE N/A 2,953 0 0
NVIDIA CORPORATION COM 67066G104 1,044 2,000 SH   SOLE N/A 2,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,067 13,000 SH   SOLE N/A 13,000 0 0
PALO ALTO NETWORKS INC COM 697435105 3,554 10,000 SH   SOLE N/A 10,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 3,034 20,000 SH   SOLE N/A 20,000 0 0
QUALCOMM INC COM 747525103 1,523 10,000 SH   SOLE N/A 10,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 845 10,000 SH   SOLE N/A 10,000 0 0
RINGCENTRAL INC CL A 76680R206 2,274 6,000 SH   SOLE N/A 6,000 0 0
SALESFORCE COM INC COM 79466L302 2,225 10,000 SH   SOLE N/A 10,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 350 57,971 SH   SOLE N/A 57,971 0 0
SERVICENOW INC COM 81762P102 1,188 2,158 SH   SOLE N/A 2,158 0 0
SONOS INC COM 83570H108 1,095 46,800 SH   SOLE N/A 46,800 0 0
STONECO LTD COM CL A G85158106 839 10,000 SH   SOLE N/A 10,000 0 0
TENABLE HLDGS INC COM 88025T102 1,568 30,000 SH   SOLE N/A 30,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 4,080 158,000 SH   SOLE N/A 158,000 0 0
TWILIO INC CL A 90138F102 3,385 10,000 SH   SOLE N/A 10,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,530 30,000 SH   SOLE N/A 30,000 0 0
VIAVI SOLUTIONS INC COM 925550105 3,669 245,000 SH   SOLE N/A 245,000 0 0
VICOR CORP COM 925815102 738 8,000 SH   SOLE N/A 8,000 0 0
VMWARE INC CL A COM 928563402 1,964 14,000 SH   SOLE N/A 14,000 0 0
WESTERN DIGITAL CORP. COM 958102105 2,493 45,000 SH   SOLE N/A 45,000 0 0
WORKDAY INC CL A 98138H101 1,677 7,000 SH   SOLE N/A 7,000 0 0
YANDEX N V SHS CLASS A N97284108 781 11,222 SH   SOLE N/A 11,222 0 0
FUBOTV INC COM 35953D104 560 20,000 SH Put SOLE N/A 20,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242 1,381 10,000 SH Put SOLE N/A 10,000 0 0