The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 1,138 | 69,000 | SH | SOLE | 69,000 | 0 | 0 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 23,520 | 1,410,100 | SH | SOLE | 1,410,100 | 0 | 0 | ||
ACXIOM CORP | COM | 005125109 | 12,642 | 445,301 | SH | SOLE | 445,301 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 12,040 | 231,800 | SH | SOLE | 231,800 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 26,558 | 518,200 | SH | SOLE | 518,200 | 0 | 0 | ||
AIXTRON SE | SPONSORED ADR | 009606104 | 9,005 | 530,926 | SH | SOLE | 530,926 | 0 | 0 | ||
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 32,558 | 629,744 | SH | SOLE | 629,744 | 0 | 0 | ||
ALCATEL-LUCENT | SPONSORED ADR | 013904305 | 12,284 | 3,479,800 | SH | SOLE | 3,479,800 | 0 | 0 | ||
ALTERA CORP | COM | 021441100 | 51,607 | 1,388,774 | SH | SOLE | 1,388,774 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 141,998 | 454,191 | SH | SOLE | 454,191 | 0 | 0 | ||
AMDOCS LTD | ORD | G02602103 | 11,883 | 324,329 | SH | SOLE | 324,329 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 78,823 | 1,063,306 | SH | SOLE | 1,063,306 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 5,930 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 57,931 | 3,304,500 | SH | SOLE | 3,304,500 | 0 | 0 | ||
ARM HLDGS PLC | SPONSORED ADR | 042068106 | 5,914 | 122,900 | SH | SOLE | 122,900 | 0 | 0 | ||
ATHENAHEALTH INC | COM | 04685W103 | 72,858 | 670,991 | SH | SOLE | 670,991 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 157,756 | 1,016,599 | SH | SOLE | 1,016,599 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 31,036 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 36,518 | 2,703,013 | SH | SOLE | 2,703,013 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 58,222 | 2,517,159 | SH | SOLE | 2,517,159 | 0 | 0 | ||
CITRIX SYS INC | COM | 177376100 | 22,550 | 319,353 | SH | SOLE | 319,353 | 0 | 0 | ||
CME GROUP INC | COM | 12572Q105 | 11,880 | 160,800 | SH | SOLE | 160,800 | 0 | 0 | ||
CROWN CASTLE INTL CORP | COM | 228227104 | 79,321 | 1,086,146 | SH | SOLE | 1,086,146 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 6,258 | 107,239 | SH | SOLE | 107,239 | 0 | 0 | ||
DIGITALGLOBE INC | COM NEW | 25389M877 | 11,429 | 361,439 | SH | SOLE | 361,439 | 0 | 0 | ||
DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 12,393 | 146,800 | SH | SOLE | 146,800 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 26,707 | 593,349 | SH | SOLE | 593,349 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 21,344 | 474,200 | SH | Call | SOLE | 474,200 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 17,064 | 264,600 | SH | SOLE | 264,600 | 0 | 0 | ||
DOLBY LABORATORIES INC | COM | 25659T107 | 5,970 | 172,993 | SH | SOLE | 172,993 | 0 | 0 | ||
E M C CORP MASS | COM | 268648102 | 26,838 | 1,050,000 | SH | Call | SOLE | 1,050,000 | 0 | 0 | |
EBAY INC | COM | 278642103 | 104,960 | 1,881,170 | SH | SOLE | 1,881,170 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 11,333 | 443,552 | SH | SOLE | 443,552 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 6,927 | 518,900 | SH | SOLE | 518,900 | 0 | 0 | ||
EXONE CO | COM | 302104104 | 2,556 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 41,867 | 833,500 | SH | SOLE | 833,500 | 0 | 0 | ||
FACTSET RESH SYS INC | COM | 303075105 | 7,604 | 69,700 | SH | Call | SOLE | 69,700 | 0 | 0 | |
FINISAR CORP | COM NEW | 31787A507 | 18,482 | 816,700 | SH | SOLE | 816,700 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 14,475 | 131,400 | SH | SOLE | 131,400 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 6,051 | 298,657 | SH | SOLE | 298,657 | 0 | 0 | ||
FREESCALE SEMICONDUCTOR LTD | SHS | G3727Q101 | 82,106 | 4,931,266 | SH | SOLE | 4,931,266 | 0 | 0 | ||
FUSION-IO INC | COM | 36112J107 | 4,384 | 327,400 | SH | SOLE | 327,400 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 30,008 | 34,259 | SH | SOLE | 34,259 | 0 | 0 | ||
GT ADVANCED TECHNOLOGIES INC | COM | 36191U106 | 7,113 | 835,800 | SH | SOLE | 835,800 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 2,483 | 52,700 | SH | SOLE | 52,700 | 0 | 0 | ||
JDS UNIPHASE CORP | COM PAR $0.001 | 46612J507 | 4,923 | 334,700 | SH | SOLE | 334,700 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 35,905 | 701,263 | SH | SOLE | 701,263 | 0 | 0 | ||
LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 12,523 | 469,200 | SH | SOLE | 469,200 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 24,086 | 303,538 | SH | SOLE | 303,538 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 11,688 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 26,665 | 197,649 | SH | SOLE | 197,649 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 17,469 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 64,854 | 1,092,182 | SH | SOLE | 1,092,182 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 52,527 | 169,874 | SH | SOLE | 169,874 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 5,773 | 459,255 | SH | SOLE | 459,255 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 14,141 | 2,172,600 | SH | SOLE | 2,172,600 | 0 | 0 | ||
OPENTABLE INC | COM | 68372A104 | 16,584 | 237,000 | SH | SOLE | 237,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 174,192 | 3,801,664 | SH | SOLE | 3,801,664 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 46,807 | 1,862,597 | SH | SOLE | 1,862,597 | 0 | 0 | ||
POLYCOM INC | COM | 73172K104 | 6,032 | 552,400 | SH | SOLE | 552,400 | 0 | 0 | ||
PRICELINE COM INC | COM NEW | 741503403 | 109,693 | 108,505 | SH | SOLE | 108,505 | 0 | 0 | ||
RESPONSYS INC | COM | 761248103 | 6,405 | 387,729 | SH | SOLE | 387,729 | 0 | 0 | ||
RETAILMENOT INC | COM SER 1 | 76132B106 | 7,400 | 208,036 | SH | SOLE | 208,036 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 104,295 | 2,009,153 | SH | SOLE | 2,009,153 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 33,693 | 418,758 | SH | SOLE | 418,758 | 0 | 0 | ||
SILVER SPRING NETWORKS INC | COM | 82817Q103 | 9,259 | 534,300 | SH | SOLE | 534,300 | 0 | 0 | ||
SINA CORP | ORD | G81477104 | 146,463 | 1,804,398 | SH | SOLE | 1,804,398 | 0 | 0 | ||
SIRIUS XM RADIO INC | COM | 82967N108 | 50,817 | 13,114,105 | SH | SOLE | 13,114,105 | 0 | 0 | ||
SOLARWINDS INC | COM | 83416B109 | 10,658 | 303,996 | SH | SOLE | 303,996 | 0 | 0 | ||
SPRINT CORP | COM SER 1 | 85207U105 | 31,473 | 5,060,762 | SH | SOLE | 5,060,762 | 0 | 0 | ||
STRATASYS LTD | SHS | M85548101 | 5,063 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
SUNEDISON INC | COM | 86732Y109 | 7,865 | 986,800 | SH | SOLE | 986,800 | 0 | 0 | ||
SYMANTEC CORP | COM | 871503108 | 11,660 | 471,100 | SH | SOLE | 471,100 | 0 | 0 | ||
THOMSON REUTERS CORP | COM | 884903105 | 24,167 | 690,300 | SH | SOLE | 690,300 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 6,140 | 93,300 | SH | SOLE | 93,300 | 0 | 0 | ||
TRIMBLE NAVIGATION LTD | COM | 896239100 | 20,215 | 680,418 | SH | SOLE | 680,418 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 9,579 | 126,300 | SH | SOLE | 126,300 | 0 | 0 | ||
TW TELECOM INC | COM | 87311L104 | 12,003 | 401,900 | SH | SOLE | 401,900 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 24,127 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
VEECO INSTRS INC DEL | COM | 922417100 | 4,962 | 133,300 | SH | SOLE | 133,300 | 0 | 0 | ||
VERISK ANALYTICS INC | CL A | 92345Y106 | 11,290 | 173,795 | SH | SOLE | 173,795 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 68,278 | 843,669 | SH | SOLE | 843,669 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 78,373 | 495,999 | SH | SOLE | 495,999 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 4,807 | 102,600 | SH | SOLE | 102,600 | 0 | 0 | ||
XOOM CORP | COM | 98419Q101 | 29,604 | 931,991 | SH | SOLE | 931,991 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 6,057 | 166,300 | SH | SOLE | 166,300 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 14,391 | 217,450 | SH | SOLE | 217,450 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 44,722 | 12,182,422 | SH | SOLE | 12,182,422 | 0 | 0 |