Q4 2018 Holdings
Filed 2019-02-14 | 44 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.1M | 15,000 | 79.6% |
| Corning Inc(GLW) | COM | 219350105 | $331.0K | 10,972 | 12.8% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $151.0K | 4,450 | 5.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.9K | 2,600 | 0.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $3.7K | 33,989 | 0.1% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $3.1K | 100,000 | 0.1% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $2.9K | 68,117 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $2.7K | 20,500 | 0.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.5K | 9,850 | 0.1% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $2.5K | 170,882 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $1.9K | 10,000 | 0.1% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $1.9K | 115,400 | 0.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.6K | 50,000 | 0.1% |
| II VI Inc | COM | 902104108 | $1.5K | 47,072 | 0.1% |
| Neophotonics Corp | COM | 64051T100 | $1.3K | 193,420 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $1.1K | 6,200 | 0.0% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $1.1K | 108,132 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $1.0K | 25,000 | 0.0% |
| Hemisphere Media Group Inc | CL A | 42365Q103 | $982 | 80,882 | 0.0% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $982 | 61,100 | 0.0% |
| Adtran Inc(ADTNEUR) | COM | 00738A106 | $882 | 82,133 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $865 | 26,900 | 0.0% |
| Hortonworks Inc | COM | 440894103 | $833 | 57,795 | 0.0% |
| Benefitfocus Inc(BNFTEUR) | COM | 08180D106 | $686 | 15,000 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $685 | 5,000 | 0.0% |
| Knowles Corp(KN) | COM | 49926D109 | $666 | 50,000 | 0.0% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $649 | 5,083 | 0.0% |
| Harmonic Inc(HLIT) | COM | 413160102 | $639 | 135,311 | 0.0% |
| 2U Inc | COM | 90214J101 | $603 | 12,123 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $547 | 20,000 | 0.0% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $523 | 35,454 | 0.0% |
| Interxion Holding N.v | SHS | N47279109 | $460 | 8,500 | 0.0% |
| Aquantia Corp(AQ) | COM | 03842Q108 | $390 | 44,500 | 0.0% |
| Ultra Clean Hldgs Inc(UCTT) | COM | 90385V107 | $390 | 46,088 | 0.0% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $326 | 52,543 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $324 | 20,000 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $317 | 2,000 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $317 | 10,000 | 0.0% |
| Pros Holdings Inc(PRO) | COM | 74346Y103 | $314 | 10,000 | 0.0% |
| Akoustis Technologies Inc(AKTSQ) | COM | 00973N102 | $307 | 61,737 | 0.0% |
| New York Times Co(NYT) | CL A | 650111107 | $289 | 12,965 | 0.0% |
| Gordon Pointe Acquisition Co | UNIT 01/18/2023 | 382788206 | $259 | 25,000 | 0.0% |
| Resonant Inc | COM | 76118L102 | $154 | 115,527 | 0.0% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $72 | 21,000 | 0.0% |