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
ADVANCED MICRO DEVICES INC COM 007903107 939 10,000 SH   SOLE N/A 10,000 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 2,298 214,612 SH   SOLE N/A 214,612 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 586 2,585 SH   SOLE N/A 2,585 0 0
AMBARELLA INC SHS G037AX101 213 2,000 SH   SOLE N/A 2,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 1,688 199,291 SH   SOLE N/A 199,291 0 0
ARISTA NETWORKS INC COM 040413106 2,160 5,961 SH   SOLE N/A 5,961 0 0
BANDWIDTH INC COM CL A 05988J103 1,379 10,000 SH   SOLE N/A 10,000 0 0
BOX INC CL A 10316T104 511 20,000 SH   SOLE N/A 20,000 0 0
CASA SYS INC COM 14713L102 1,260 142,000 SH   SOLE N/A 142,000 0 0
CIENA CORP COM NEW 171779309 5,177 91,000 SH   SOLE N/A 91,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 2,983 140,000 SH   SOLE N/A 140,000 0 0
DOCUSIGN INC COM 256163106 570 2,040 SH   SOLE N/A 2,040 0 0
FIREEYE INC COM 31816Q101 556 27,500 SH   SOLE N/A 27,500 0 0
GAN LTD SHS G3728V109 822 50,000 SH   SOLE N/A 50,000 0 0
HARMONIC INC COM 413160102 2,002 235,000 SH   SOLE N/A 235,000 0 0
HEMISPHERE MEDIA GROUP INC CL A 42365Q103 910 77,100 SH   SOLE N/A 77,100 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 450 27,000 SH   SOLE N/A 27,000 0 0
II-VI INC COM 902104108 3,802 52,379 SH   SOLE N/A 52,379 0 0
LUMENTUM HLDGS INC COM 55024U109 2,151 26,217 SH   SOLE N/A 26,217 0 0
MARVELL TECHNOLOGY INC COM 573874104 2,863 49,086 SH   SOLE N/A 49,086 0 0
MAXLINEAR INC COM 57776J100 4,100 96,482 SH   SOLE N/A 96,482 0 0
MICRON TECHNOLOGY INC COM 595112103 1,062 12,500 SH   SOLE N/A 12,500 0 0
NAVSIGHT HLDGS INC CL A 639358100 100 10,000 SH   SOLE N/A 10,000 0 0
NEOPHOTONICS CORP COM 64051T100 5,035 493,190 SH   SOLE N/A 493,190 0 0
NETFLIX INC COM 64110L106 218 413 SH   SOLE N/A 413 0 0
NLIGHT INC COM 65487K100 1,633 45,000 SH   SOLE N/A 45,000 0 0
NVIDIA CORPORATION COM 67066G104 578 722 SH   SOLE N/A 722 0 0
PALO ALTO NETWORKS INC COM 697435105 1,132 3,052 SH   SOLE N/A 3,052 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 620 5,000 SH   SOLE N/A 5,000 0 0
SEQUANS COMMUNICATIONS S A SPONSORED ADS 817323207 448 74,448 SH   SOLE N/A 74,448 0 0
SONOS INC COM 83570H108 1,233 35,000 SH   SOLE N/A 35,000 0 0
SPLUNK INC COM 848637104 1,157 8,000 SH   SOLE N/A 8,000 0 0
TENABLE HLDGS INC COM 88025T102 414 10,000 SH   SOLE N/A 10,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 2,354 80,000 SH   SOLE N/A 80,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,604 32,000 SH   SOLE N/A 32,000 0 0
VELODYNE LIDAR INC COM 92259F101 372 35,000 SH   SOLE N/A 35,000 0 0
VIAVI SOLUTIONS INC COM 925550105 3,232 183,000 SH   SOLE N/A 183,000 0 0
VUZIX CORP COM NEW 92921W300 184 10,000 SH   SOLE N/A 10,000 0 0
WESTERN DIGITAL CORP. COM 958102105 1,601 22,500 SH   SOLE N/A 22,500 0 0
WORKDAY INC CL A 98138H101 1,194 5,000 SH   SOLE N/A 5,000 0 0
NVIDIA CORPORATION COM 67066G104 2,000 10,000 SH Put SOLE N/A 10,000 0 0