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Reported Holdings Of The
Boardman BAY Capital Management LLC

Legal Name: BOARDMAN BAY CAPITAL MANAGEMENT LLC

Period of report: Jun 30, 2019
Effectiveness Date: Aug 14, 2019

Security Shares Held / Principal Amount Market Value Option
LUMENTUM HLDGS INC (55024U109) 84,692 $4,523k
DISNEY WALT CO (254687106) 25,000 $3,491k
PURE STORAGE INC (74624M102) 228,246 $3,485k
NEOPHOTONICS CORP COM (64051T100) 694,440 $2,903k
CORNING INCORPORATED (219350105) 85,058 $2,826k
VIAVI SOLUTIONS INC COM (925550105) 200,000 $2,658k
CIENA CORPORATION (171779309) 63,149 $2,597k
ALIBABA GROUP HLDG LTD (01609W102) 15,000 $2,542k
FIREEYE INC (31816Q101) 169,712 $2,513k
INPHI CORP (45772F107) 43,970 $2,203k
II-VI INC (902104108) 60,174 $2,200k
salesforce.com Inc (79466L302) 14,000 $2,124k
ARISTA NETWORKS INC (040413106) 8,000 $2,077k
NOKIA CORP (654902204) 386,697 $1,937k
BENEFITFOCUS INC (08180D106) 67,500 $1,833k
ACACIA COMMUNICATIONS INC COM (00401C108) 35,000 $1,651k
PALO ALTO NETWORKS (697435105) 7,500 $1,528k
Netflix Inc (64110L106) 4,000 $1,469k
MACOM TECH SOLUTIONS (55405Y100) 75,000 $1,135k
CLOUDERA INC (18914U100) 200,000 $1,052k
MAGNACHIP SEMICONDUCTOR CORP (55933J203) 100,000 $1,035k
Hemisphere Media Group Inc (42365Q103) 80,000 $1,034k
ROGERS CORP (775133101) 5,923 $1,022k
AKAMAI TECH INC (00971T101) 12,500 $1,002k
CARBON BLACK INC (14081R103) 50,000 $836k
TOWER SEMICONDUCTORF (M87915274) 47,352 $747k
AKOUSTIS TECHNOLOGIES INC (00973N102) 113,302 $725k
Tesla Inc (88160R101) 3,000 $670k
INTERXION HOLDING N.V (N47279109) 8,500 $647k
DASAN ZHONE SOLUTIONS INC (23305L206) 49,700 $646k
2U Inc (90214J101) 17,000 $640k
ULTRA CLEAN HLDGS INC (90385v107) 45,000 $626k
INTELSAT GLOBAL HOLDINGS SA (L5140P101) 30,000 $584k
SNAP INC (83304A106) 30,000 $429k
INFINERA CORPORATION (45667G103) 100,000 $291k
GORDON POINTE ACQUISITION CO (382788206) 25,000 $265k
RESONANT INC (76118L102) 110,000 $262k
UBER TECHNOLOGIES INC COM (90353T100) 5,000 $232k
ITERIS INC (46564T107) 30,000 $155k
HIMAX TECHNOLOGIES INC (43289P106) 35,680 $124k

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