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 |
|
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 | 2,462 | 104,679 | SH | SOLE | 104,679 | 0 | 0 | ||
3-D SYS CORP DEL | COM NEW | 88554D205 | 14,590 | 157,000 | SH | Put | SOLE | 157,000 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 12,278 | 688,600 | SH | SOLE | 688,600 | 0 | 0 | ||
ACXIOM CORP | COM | 005125109 | 5,898 | 159,490 | SH | SOLE | 159,490 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 12,124 | 212,000 | SH | SOLE | 212,000 | 0 | 0 | ||
ALTERA CORP | COM | 021441100 | 48,120 | 1,480,106 | SH | SOLE | 1,480,106 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 141,288 | 354,291 | SH | SOLE | 354,291 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 81,968 | 1,026,906 | SH | SOLE | 1,026,906 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 10,775 | 609,451 | SH | SOLE | 609,451 | 0 | 0 | ||
ARUBA NETWORKS INC | COM | 043176106 | 5,370 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
ATHENAHEALTH INC | COM | 04685W103 | 102,643 | 763,144 | SH | SOLE | 763,144 | 0 | 0 | ||
ATHENAHEALTH INC | COM | 04685W103 | 2,690 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 6,429 | 127,755 | SH | SOLE | 127,755 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 173,735 | 976,699 | SH | SOLE | 976,699 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 31,929 | 179,500 | SH | Call | SOLE | 179,500 | 0 | 0 | |
BLACKBERRY LTD | COM | 09228F103 | 2,393 | 321,700 | SH | SOLE | 321,700 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 9,537 | 680,213 | SH | SOLE | 680,213 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 55,918 | 2,126,142 | SH | SOLE | 2,126,142 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 6,575 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
CBS CORP NEW | CL B | 124857202 | 35,102 | 550,700 | SH | SOLE | 550,700 | 0 | 0 | ||
CONCUR TECHNOLOGIES INC | COM | 206708109 | 26,138 | 253,324 | SH | SOLE | 253,324 | 0 | 0 | ||
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 5,155 | 96,700 | SH | SOLE | 96,700 | 0 | 0 | ||
CREE INC | COM | 225447101 | 14,692 | 235,000 | SH | Put | SOLE | 235,000 | 0 | 0 | |
CROWN CASTLE INTL CORP | COM | 228227104 | 108,305 | 1,474,946 | SH | SOLE | 1,474,946 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 71,271 | 1,436,341 | SH | SOLE | 1,436,341 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 41,346 | 713,849 | SH | SOLE | 713,849 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 28,960 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 20,215 | 264,600 | SH | SOLE | 264,600 | 0 | 0 | ||
E M C CORP MASS | COM | 268648102 | 26,408 | 1,050,000 | SH | Call | SOLE | 1,050,000 | 0 | 0 | |
EBAY INC | COM | 278642103 | 83,168 | 1,515,870 | SH | SOLE | 1,515,870 | 0 | 0 | ||
EXONE CO | COM | 302104104 | 6,403 | 105,900 | SH | Put | SOLE | 105,900 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 84,052 | 1,538,036 | SH | SOLE | 1,538,036 | 0 | 0 | ||
FINISAR CORP | COM NEW | 31787A507 | 12,261 | 512,600 | SH | SOLE | 512,600 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 6,034 | 51,500 | SH | SOLE | 51,500 | 0 | 0 | ||
FREESCALE SEMICONDUCTOR LTD | SHS | G3727Q101 | 39,052 | 2,433,138 | SH | SOLE | 2,433,138 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 44,334 | 39,559 | SH | SOLE | 39,559 | 0 | 0 | ||
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 13,323 | 440,300 | SH | SOLE | 440,300 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 27,960 | 569,800 | SH | SOLE | 569,800 | 0 | 0 | ||
INFOBLOX INC | COM | 45672H104 | 5,613 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 12,523 | 482,500 | SH | SOLE | 482,500 | 0 | 0 | ||
J2 GLOBAL INC | COM | 48123V102 | 275 | 5,500 | SH | Put | SOLE | 5,500 | 0 | 0 | |
LAMAR ADVERTISING CO | CL A | 512815101 | 6,275 | 120,100 | SH | SOLE | 120,100 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 57,577 | 646,938 | SH | SOLE | 646,938 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 48,794 | 225,032 | SH | SOLE | 225,032 | 0 | 0 | ||
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 6,601 | 208,500 | SH | SOLE | 208,500 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 16,890 | 156,695 | SH | SOLE | 156,695 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 6,236 | 286,700 | SH | SOLE | 286,700 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 48,140 | 713,182 | SH | SOLE | 713,182 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 75,512 | 205,101 | SH | SOLE | 205,101 | 0 | 0 | ||
NETSUITE INC | COM | 64118Q107 | 31,557 | 306,322 | SH | SOLE | 306,322 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 20,673 | 1,302,637 | SH | SOLE | 1,302,637 | 0 | 0 | ||
NIELSEN HOLDINGS N V | COM | N63218106 | 8,609 | 187,600 | SH | SOLE | 187,600 | 0 | 0 | ||
OPENTABLE INC | COM | 68372A104 | 7,149 | 90,077 | SH | SOLE | 90,077 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 243,085 | 4,229,764 | SH | SOLE | 4,229,764 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 16,580 | 288,500 | SH | Call | SOLE | 288,500 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 25,682 | 965,497 | SH | SOLE | 965,497 | 0 | 0 | ||
PRICELINE COM INC | COM NEW | 741503403 | 39,903 | 34,328 | SH | SOLE | 34,328 | 0 | 0 | ||
QIWI PLC | SPON ADR REP B | 74735M108 | 2,548 | 45,500 | SH | SOLE | 45,500 | 0 | 0 | ||
QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 18,644 | 702,735 | SH | SOLE | 702,735 | 0 | 0 | ||
RESPONSYS INC | COM | 761248103 | 13,561 | 494,729 | SH | SOLE | 494,729 | 0 | 0 | ||
RETAILMENOT INC | COM SER 1 | 76132B106 | 32,717 | 1,136,399 | SH | SOLE | 1,136,399 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 80,921 | 1,466,225 | SH | SOLE | 1,466,225 | 0 | 0 | ||
SCRIPPS NETWORKS INTERACT IN | CL A COM | 811065101 | 4,925 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 20,522 | 366,400 | SH | SOLE | 366,400 | 0 | 0 | ||
SINA CORP | ORD | G81477104 | 47,871 | 568,200 | SH | Call | SOLE | 568,200 | 0 | 0 | |
SINA CORP | ORD | G81477104 | 103,292 | 1,226,020 | SH | SOLE | 1,226,020 | 0 | 0 | ||
SIRIUS XM HLDGS INC | COM | 82968B103 | 104,247 | 29,870,327 | SH | SOLE | 29,870,327 | 0 | 0 | ||
SPRINT CORP | COM SER 1 | 85207U105 | 107,656 | 10,014,505 | SH | SOLE | 10,014,505 | 0 | 0 | ||
TESLA MTRS INC | COM | 88160R101 | 54,681 | 363,500 | SH | Put | SOLE | 363,500 | 0 | 0 | |
TEXTURA CORP | COM | 883211104 | 2,207 | 73,700 | SH | SOLE | 73,700 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 8,266 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 11,887 | 170,500 | SH | SOLE | 170,500 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 10,657 | 316,800 | SH | SOLE | 316,800 | 0 | 0 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 24,733 | 153,600 | SH | SOLE | 153,600 | 0 | 0 | ||
TRINA SOLAR LIMITED | SPON ADR | 89628E104 | 2,421 | 177,100 | SH | SOLE | 177,100 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 11,646 | 140,600 | SH | SOLE | 140,600 | 0 | 0 | ||
TW TELECOM INC | COM | 87311L104 | 24,967 | 819,400 | SH | SOLE | 819,400 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 40,586 | 1,154,000 | SH | SOLE | 1,154,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 5,719 | 89,847 | SH | SOLE | 89,847 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 2,784 | 81,025 | SH | SOLE | 81,025 | 0 | 0 | ||
VEEVA SYS INC | CL A COM | 922475108 | 20,400 | 635,523 | SH | SOLE | 635,523 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 51,271 | 571,516 | SH | SOLE | 571,516 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 103,748 | 1,247,569 | SH | SOLE | 1,247,569 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 69,766 | 359,228 | SH | SOLE | 359,228 | 0 | 0 | ||
XOOM CORP | COM | 98419Q101 | 32,911 | 1,202,458 | SH | SOLE | 1,202,458 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 58,104 | 15,290,643 | SH | SOLE | 15,290,643 | 0 | 0 |