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 |
AMAZON COM INC | COM | 023135106 | 51,788 | 129,862 | SH | SOLE | 129,862 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 13,844 | 147,749 | SH | SOLE | 147,749 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 11,101 | 174,164 | SH | SOLE | 174,164 | 0 | 0 | ||
EPAM SYS INC | COM | 29414B104 | 8,326 | 238,289 | SH | SOLE | 238,289 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 42,519 | 37,939 | SH | SOLE | 37,939 | 0 | 0 | ||
HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 16,932 | 1,151,032 | SH | SOLE | 1,151,032 | 0 | 0 | ||
IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 11,832 | 172,249 | SH | SOLE | 172,249 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | PUT | 459200951 | 34,851 | 185,800 | SH | Put | SOLE | 185,800 | 0 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 12,052 | 14,425 | SH | SOLE | 14,425 | 0 | 0 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 11,094 | 183,152 | SH | SOLE | 183,152 | 0 | 0 | ||
MELCO CROWN ENTMT LTD | ADR | 585464100 | 24,820 | 632,853 | SH | SOLE | 632,853 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 23,043 | 62,587 | SH | SOLE | 62,587 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 27,035 | 1,016,362 | SH | SOLE | 1,016,362 | 0 | 0 | ||
PRICELINE COM INC | COM NEW | 741503403 | 35,039 | 30,144 | SH | SOLE | 30,144 | 0 | 0 | ||
QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 54,878 | 668,840 | SH | SOLE | 668,840 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 15,775 | 229,726 | SH | SOLE | 229,726 | 0 | 0 | ||
STARWOOD HOTELS&RESORTS WRLD | PUT | 85590A951 | 30,620 | 385,400 | SH | Put | SOLE | 385,400 | 0 | 0 | |
TIME WARNER INC | COM NEW | 887317303 | 13,647 | 195,739 | SH | SOLE | 195,739 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 27,244 | 328,920 | SH | SOLE | 328,920 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 2,133 | 60,635 | SH | SOLE | 60,635 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 20,205 | 583,969 | SH | SOLE | 583,969 | 0 | 0 | ||
VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 23,370 | 279,283 | SH | SOLE | 279,283 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 25,869 | 311,078 | SH | SOLE | 311,078 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 70,973 | 1,755,028 | SH | SOLE | 1,755,028 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 24,552 | 356,080 | SH | SOLE | 356,080 | 0 | 0 |