| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 529,800 | 54,162,000 | 7.09% | Put | |
| 2 | AMAZON COM INC | 90,000 | 53,427,000 | 6.99% | Put | |
| 3 | TESLA INC | 174,300 | 40,049,000 | 5.24% | Put | |
| 4 | PALO ALTO NETWORKS | 189,900 | 30,981,000 | 4.06% | Put | |
| 5 | BAIDU INC | 155,000 | 29,586,000 | 3.87% | Put | |
| 6 | FABRINET SHS | 799,558 | 25,866,000 | 3.39% | ||
| 7 | CAVIUM INC | 396,600 | 24,257,000 | 3.18% | Put | |
| 8 | RED HAT INC | 275,500 | 20,528,000 | 2.69% | Put | |
| 9 | WORKDAY A | 258,600 | 19,871,000 | 2.60% | Put | |
| 10 | HIMAX TECHNOLOGIES INC ADR SPONSORED | 1,752,332 | 19,696,000 | 2.58% | ||
| 11 | POWERSHARES QQQ TRUST | 180,000 | 19,656,000 | 2.57% | ||
| 12 | APPLE INC | 160,000 | 17,439,000 | 2.28% | Put | |
| 13 | T-MOBILE | 450,000 | 17,235,000 | 2.26% | ||
| 14 | JUNIPER NETWORKS | 671,000 | 17,117,000 | 2.24% | Put | |
| 15 | SALESFORCE COM INC | 230,000 | 16,981,000 | 2.22% | Put | |
| 16 | UNIVERSAL DISPLAY CORP | 309,458 | 16,742,000 | 2.19% | ||
| 17 | SUNRUN INC | 2,506,860 | 16,244,000 | 2.13% | ||
| 18 | 8point3 Energy Partners LP | 1,098,715 | 16,152,000 | 2.11% | ||
| 19 | CHINA MOBILE LIMITED | 268,911 | 14,911,000 | 1.95% | ||
| 20 | DAQO NEW ENERGY CORP | 779,545 | 14,507,000 | 1.90% | ||
| 21 | CANADIAN SOLAR INC | 740,376 | 14,274,000 | 1.87% | ||
| 22 | FINISAR CORP COM NEW | 759,263 | 13,849,000 | 1.81% | ||
| 23 | SUNPOWER CORP | 601,650 | 13,441,000 | 1.76% | ||
| 24 | MICROSOFT CORP | 240,000 | 13,255,000 | 1.74% | ||
| 25 | APPLIED MATLS INC | 558,703 | 11,833,000 | 1.55% | ||
| 26 | ULTRATECH INC | 541,291 | 11,822,000 | 1.55% | ||
| 27 | SYNAPTICS INC | 146,584 | 11,689,000 | 1.53% | ||
| 28 | LATTICE SEMICONDUCTOR CORP | 2,012,411 | 11,430,000 | 1.50% | ||
| 29 | ATMEL CORP | 1,404,800 | 11,407,000 | 1.49% | ||
| 30 | QORVO | 221,800 | 11,181,000 | 1.46% | Put | |
| 31 | ORACLE CORP | 270,000 | 11,045,000 | 1.45% | ||
| 32 | QUALCOMM INC | 208,240 | 10,649,000 | 1.39% | ||
| 33 | MARVELL TECHNOLOGY GROUP LTD | 1,026,853 | 10,587,000 | 1.39% | ||
| 34 | TERRAFORM GLOBAL INC CL A | 3,817,223 | 9,085,000 | 1.19% | ||
| 35 | XILINX INC | 180,000 | 8,537,000 | 1.12% | Put | |
| 36 | Nimble Storage | 1,048,122 | 8,217,000 | 1.08% | ||
| 37 | LAM RESEARCH CORP | 98,548 | 8,140,000 | 1.07% | ||
| 38 | FACEBOOK INC | 70,000 | 7,987,000 | 1.05% | ||
| 39 | LG DISPLAY CO LTD | 614,680 | 7,025,000 | 0.92% | ||
| 40 | MICRON TECHNOLOGY INC | 642,730 | 6,730,000 | 0.88% | ||
| 41 | JABIL INC COM | 340,000 | 6,551,000 | 0.86% | ||
| 42 | NVIDIA CORPORATION | 177,034 | 6,307,000 | 0.83% | ||
| 43 | HEWLETT PACKARD ENTERPRISE C | 340,000 | 6,029,000 | 0.79% | ||
| 44 | CIENA CORP COM NEW | 300,000 | 5,706,000 | 0.75% | ||
| 45 | OCLARO INC | 945,105 | 5,104,000 | 0.67% | ||
| 46 | JINKOSOLAR HLDG CO LTD | 214,337 | 4,482,000 | 0.59% | ||
| 47 | SOLARCITY CORP | 181,352 | 4,458,000 | 0.58% | ||
| 48 | TEXAS INSTRS INC | 80,000 | 4,385,000 | 0.57% | Put | |
| 49 | ON SEMICONDUCTOR CORP | 438,603 | 4,206,000 | 0.55% | ||
| 50 | TERRAFORM POWER | 432,000 | 3,737,000 | 0.49% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-013187, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
