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
ACTIVISION BLIZZARD INC COM 00507V109 29,685 319,194 SH   SOLE   319,194 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 40,828 180,074 SH   SOLE   180,074 0 0
ALPHABET INC CAP STK CL C 02079K107 25,517 12,335 SH   SOLE   12,335 0 0
ALTO INGREDIENTS INC COM 021513106 103 18,950 SH   SOLE   18,950 0 0
AMERESCO INC CL A 02361E108 245 5,041 SH   SOLE   5,041 0 0
BOOKING HOLDINGS INC COM 09857L108 19,025 8,166 SH   SOLE   8,166 0 0
CIENA CORP COM NEW 171779309 29,945 547,243 SH   SOLE   547,243 0 0
CINEMARK HLDGS INC COM 17243V102 16,617 814,152 SH   SOLE   814,152 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 49,613 271,837 SH   SOLE   271,837 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 317 4,200 SH   SOLE   4,200 0 0
DISNEY WALT CO COM 254687106 38,663 209,533 SH   SOLE   209,533 0 0
DYNATRACE INC COM NEW 268150109 26,466 548,613 SH   SOLE   548,613 0 0
ERICSSON ADR B SEK 10 294821608 59,139 4,483,643 SH   SOLE   4,483,643 0 0
EXPEDIA GROUP INC COM NEW 30212P303 56,707 329,467 SH   SOLE   329,467 0 0
FIVE9 INC COM 338307101 57,141 365,514 SH   SOLE   365,514 0 0
GENERAC HLDGS INC COM 368736104 223 680 SH   SOLE   680 0 0
INTEL CORP COM 458140100 111,631 1,744,232 SH   SOLE   1,744,232 0 0
LYFT INC CL A COM 55087P104 52,823 836,058 SH   SOLE   836,058 0 0
MATCH GROUP INC NEW COM 57667L107 532 3,875 SH   SOLE   3,875 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 1,135 7,312 SH   SOLE   7,312 0 0
MICRON TECHNOLOGY INC COM 595112103 47,078 533,704 SH   SOLE   533,704 0 0
MICRON TECHNOLOGY INC COM 595112103 34,358 318,220 SH Put SOLE   318,220 0 0
MICROSOFT CORP COM 594918104 65,988 279,883 SH   SOLE   279,883 0 0
MONOLITHIC PWR SYS INC COM 609839105 62,466 176,851 SH   SOLE   176,851 0 0
PALO ALTO NETWORKS INC COM 697435105 40,488 125,717 SH   SOLE   125,717 0 0
POWER INTEGRATIONS INC COM 739276103 12,509 153,526 SH   SOLE   153,526 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 263 9,310 SH   SOLE   9,310 0 0
RINGCENTRAL INC CL A 76680R206 39,873 133,855 SH   SOLE   133,855 0 0
ROKU INC COM CL A 77543R102 18,061 55,443 SH   SOLE   55,443 0 0
SERVICENOW INC COM 81762P102 30,071 60,128 SH   SOLE   60,128 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 24,242 408,192 SH   SOLE   408,192 0 0
TEXAS INSTRS INC COM 882508104 1,395 7,381 SH   SOLE   7,381 0 0
TPI COMPOSITES INC COM 87266J104 214 3,784 SH   SOLE   3,784 0 0
TWITTER INC COM 90184L102 36,097 567,291 SH   SOLE   567,291 0 0
VONTIER CORPORATION COM 928881101 246 8,130 SH   SOLE   8,130 0 0
WESTERN DIGITAL CORP. COM 958102105 22,266 333,562 SH   SOLE   333,562 0 0
ZENDESK INC COM 98936J101 19,672 148,332 SH   SOLE   148,332 0 0
ZUORA INC COM CL A 98983V106 6,276 424,034 SH   SOLE   424,034 0 0