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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 101,014 | 132,408 | SH | SOLE | 132,408 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 133,987 | 225,704 | SH | SOLE | 225,704 | 0 | 0 | ||
ATHENAHEALTH INC | COM | 04685W103 | 83,500 | 601,671 | SH | SOLE | 601,671 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 29,800 | 1,033,988 | SH | SOLE | 1,033,988 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 123,771 | 611,426 | SH | SOLE | 611,426 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 18,219 | 90,000 | SH | Call | SOLE | 90,000 | 0 | 0 | |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 79,373 | 2,842,867 | SH | SOLE | 2,842,867 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 5,750 | 129,906 | SH | SOLE | 129,906 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 140,713 | 1,233,247 | SH | SOLE | 1,233,247 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 19,928 | 133,970 | SH | SOLE | 133,970 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 19,539 | 604,000 | SH | SOLE | 604,000 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 30,413 | 368,200 | SH | SOLE | 368,200 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 19,985 | 386,700 | SH | SOLE | 386,700 | 0 | 0 | ||
LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 34,616 | 654,989 | SH | SOLE | 654,989 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 61,366 | 1,633,817 | SH | SOLE | 1,633,817 | 0 | 0 | ||
LINEAR TECHNOLOGY CORP | COM | 535678106 | 72,946 | 1,637,038 | SH | SOLE | 1,637,038 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 43,534 | 1,951,322 | SH | SOLE | 1,951,322 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 34,028 | 360,082 | SH | SOLE | 360,082 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 41,880 | 4,000,000 | SH | Put | SOLE | 4,000,000 | 0 | 0 | |
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 66,615 | 879,983 | SH | SOLE | 879,983 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 29,682 | 290,350 | SH | SOLE | 290,350 | 0 | 0 | ||
NETSUITE INC | COM | 64118Q107 | 94,132 | 1,374,394 | SH | SOLE | 1,374,394 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 20,983 | 128,620 | SH | SOLE | 128,620 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 158,374 | 2,145,113 | SH | SOLE | 2,145,113 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 126,456 | 1,262,412 | SH | SOLE | 1,262,412 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 105,058 | 2,704,879 | SH | SOLE | 2,704,879 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 164,725 | 2,692,462 | SH | SOLE | 2,692,462 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 23,370 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 183,347 | 3,747,136 | SH | SOLE | 3,747,136 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 29,711 | 468,479 | SH | SOLE | 468,479 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 21,657 | 325,676 | SH | SOLE | 325,676 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 33,467 | 437,592 | SH | SOLE | 437,592 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 173,084 | 2,252,526 | SH | SOLE | 2,252,526 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 24,706 | 264,430 | SH | SOLE | 264,430 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 28,868 | 1,452,100 | SH | SOLE | 1,452,100 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 63,526 | 2,620,695 | SH | SOLE | 2,620,695 | 0 | 0 |