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
AKOUSTIS TECHNOLOGIES INC COM 00973N102 2,870 215,112 SH   SOLE 0 215,112 0 0
ALPHABET INC CAP STK CL A 02079K305 825 400 SH   SOLE 0 400 0 0
AMAZON COM INC COM 023135106 1,856 600 SH   SOLE 0 600 0 0
AMBARELLA INC SHS G037AX101 502 5,000 SH   SOLE 0 5,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,070 128,025 SH   SOLE 0 128,025 0 0
ARISTA NETWORKS INC COM 040413106 2,528 8,373 SH   SOLE 0 8,373 0 0
AVNET INC COM 053807103 581 14,000 SH   SOLE 0 14,000 0 0
BANDWIDTH INC COM CL A 05988J103 5,070 40,000 SH   SOLE 0 40,000 0 0
BOX INC CL A 10316T104 689 30,000 SH   SOLE 0 30,000 0 0
CASA SYS INC COM 14713L102 280 20,000 SH   SOLE 0 20,000 0 0
CIENA CORP COM NEW 171779309 34 20,000 SH   SOLE 0 20,000 0 0
COHERENT INC COM 192479103 10 10,000 SH   SOLE 0 10,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 1,165 122,215 SH   SOLE 0 122,215 0 0
DOCUSIGN INC COM 256163106 3,670 67,075 SH   SOLE 0 67,075 0 0
DROPBOX INC CL A 26210C104 2,889 11,422 SH   SOLE 0 11,422 0 0
DZS INC COM 268211109 1,988 129,416 SH   SOLE 0 129,416 0 0
FIREEYE INC COM 31816Q101 1,012 5,000 SH   SOLE 0 5,000 0 0
GAN LTD ORD SHS G3728V109 667 25,000 SH   SOLE 0 25,000 0 0
HARMONIC INC COM 413160102 417 26,787 SH   SOLE 0 26,787 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 783 40,000 SH   SOLE 0 40,000 0 0
II-VI INC COM 902104108 910 50,000 SH   SOLE 0 50,000 0 0
LUMENTUM HLDGS INC COM 55024U109 1,995 254,492 SH   SOLE 0 254,492 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 1,019 87,500 SH   SOLE 0 87,500 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 1,624 23,751 SH   SOLE 0 23,751 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,741 30,000 SH   SOLE 0 30,000 0 0
MAXLINEAR INC COM 57776J100 1,131 19,500 SH   SOLE 0 19,500 0 0
MERCADOLIBRE INC COM 58733R102 508 20,421 SH   SOLE 0 20,421 0 0
METROMILE INC COM 591697107 1,361 27,786 SH   SOLE 0 27,786 0 0
NAVSIGHT HLDGS INC CL A 639358100 3,535 103,716 SH   SOLE 0 103,716 0 0
NEOPHOTONICS CORP COM 64051T100 515 350 SH   SOLE 0 350 0 0
NLIGHT INC COM 65487K100 209 20,346 SH   SOLE 0 20,346 0 0
PALO ALTO NETWORKS INC COM 697435105 100 10,000 SH   SOLE 0 10,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 4,807 402,269 SH   SOLE 0 402,269 0 0
PENN NATL GAMING INC COM 707569109 1,199 37,000 SH   SOLE 0 37,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 1,610 5,000 SH   SOLE 0 5,000 0 0
SERVICENOW INC COM 81762P102 855 7,600 SH   SOLE 0 7,600 0 0
SHOPIFY INC CL A 82509L107 1,782 17,000 SH   SOLE 0 17,000 0 0
SONOS INC COM 83570H108 7 10,000 SH   SOLE 0 10,000 0 0
TENABLE HLDGS INC COM 88025T102 25 10,000 SH   SOLE 0 10,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 317 20,000 SH   SOLE 0 20,000 0 0
VIAVI SOLUTIONS INC COM 925550105 451 10,000 SH   SOLE 0 10,000 0 0
VICOR CORP COM 925815102 435 71,948 SH   SOLE 0 71,948 0 0
WESTERN DIGITAL CORP. COM 958102105 1,500 3,000 SH   SOLE 0 3,000 0 0
WORKDAY INC CL A 98138H101 553 500 SH   SOLE 0 500 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,687 15,000 SH Call SOLE 0 15,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,541 120,000 SH Call SOLE 0 120,000 0 0
APPLE INC COM 037833100 2,490,248 20,386,800 SH Put SOLE 0 20,386,800 0 0
JFROG LTD ORD SHS M6191J100 222 5,000 SH Put SOLE 0 5,000 0 0
VIACOMCBS INC CL B 92556H206 271 6,000 SH Put SOLE 0 6,000 0 0