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 |
ADOBE SYS INC | COM | 00724F101 | 40,021 | 608,782 | SH | SOLE | 0 | 608,782 | 0 | 0 | |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 49,587 | 851,866 | SH | SOLE | 0 | 851,866 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 162,909 | 484,100 | SH | Call | SOLE | 0 | 484,100 | 0 | 0 |
AOL INC | COM | 00184X105 | 106,839 | 2,440,925 | SH | SOLE | 0 | 2,440,925 | 0 | 0 | |
AOL INC | COM | 00184X105 | 36,364 | 830,800 | SH | Call | SOLE | 0 | 830,800 | 0 | 0 |
AUTODESK INC | COM | 052769106 | 65,299 | 1,327,748 | SH | SOLE | 0 | 1,327,748 | 0 | 0 | |
CBS CORP NEW | CL B | 124857202 | 32,193 | 520,918 | SH | SOLE | 0 | 520,918 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 52,624 | 1,052,056 | SH | SOLE | 0 | 1,052,056 | 0 | 0 | |
COUPONS COM INC | COM | 22265J102 | 986 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | 0 | |
CRITEO S A | SPONS ADS | 226718104 | 44,948 | 1,108,450 | SH | SOLE | 0 | 1,108,450 | 0 | 0 | |
EBAY INC | COM | 278642103 | 72,732 | 1,316,652 | SH | SOLE | 0 | 1,316,652 | 0 | 0 | |
EBAY INC | COM | 278642103 | 45,844 | 829,900 | SH | Call | SOLE | 0 | 829,900 | 0 | 0 |
F5 NETWORKS INC | COM | 315616102 | 24,183 | 226,798 | SH | SOLE | 0 | 226,798 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 59,358 | 985,366 | SH | SOLE | 0 | 985,366 | 0 | 0 | |
FINISAR CORP | COM NEW | 31787A507 | 24,199 | 912,829 | SH | SOLE | 0 | 912,829 | 0 | 0 | |
GAMESTOP CORP NEW | CL A | 36467W109 | 20,550 | 500,000 | SH | Put | SOLE | 0 | 500,000 | 0 | 0 |
GRAHAM HLDGS CO | COM | 384637104 | 16,661 | 23,674 | SH | SOLE | 0 | 23,674 | 0 | 0 | |
INTUIT | COM | 461202103 | 111,803 | 1,438,348 | SH | SOLE | 0 | 1,438,348 | 0 | 0 | |
INTUIT | COM | 461202103 | 47,617 | 612,600 | SH | Call | SOLE | 0 | 612,600 | 0 | 0 |
LINKEDIN CORP | COM CL A | 53578A108 | 29,673 | 160,444 | SH | SOLE | 0 | 160,444 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 27,820 | 79,028 | SH | SOLE | 0 | 79,028 | 0 | 0 | |
NETSUITE INC | COM | 64118Q107 | 34,128 | 359,889 | SH | SOLE | 0 | 359,889 | 0 | 0 | |
OUTERWALL INC | COM | 690070107 | 36,250 | 500,000 | SH | Put | SOLE | 0 | 500,000 | 0 | 0 |
PANDORA MEDIA INC | COM | 698354107 | 91,705 | 3,024,582 | SH | SOLE | 0 | 3,024,582 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 63,745 | 2,102,400 | SH | Call | SOLE | 0 | 2,102,400 | 0 | 0 |
RED HAT INC | COM | 756577102 | 12,020 | 226,887 | SH | SOLE | 0 | 226,887 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 72,958 | 1,277,942 | SH | SOLE | 0 | 1,277,942 | 0 | 0 | |
SYNAPTICS INC | COM | 87157D109 | 26,727 | 445,300 | SH | Put | SOLE | 0 | 445,300 | 0 | 0 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 55,758 | 2,785,100 | SH | Put | SOLE | 0 | 2,785,100 | 0 | 0 |
TERADYNE INC | COM | 880770102 | 80,120 | 4,028,148 | SH | SOLE | 0 | 4,028,148 | 0 | 0 | |
TERADYNE INC | COM | 880770102 | 19,890 | 1,000,000 | SH | Call | SOLE | 0 | 1,000,000 | 0 | 0 |
TIME WARNER CABLE INC | COM | 88732J207 | 26,583 | 193,779 | SH | SOLE | 0 | 193,779 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 60,627 | 1,835,525 | SH | SOLE | 0 | 1,835,525 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 69,769 | 2,112,300 | SH | Call | SOLE | 0 | 2,112,300 | 0 | 0 |
TRIQUINT SEMICONDUCTOR INC | COM | 89674K103 | 22,446 | 1,676,314 | SH | SOLE | 0 | 1,676,314 | 0 | 0 | |
VMWARE INC | CL A COM | 928563402 | 38,248 | 354,082 | SH | SOLE | 0 | 354,082 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 44,223 | 481,623 | SH | SOLE | 0 | 481,623 | 0 | 0 | |
WESTERN DIGITAL CORP | COM | 958102105 | 40,640 | 442,600 | SH | Call | SOLE | 0 | 442,600 | 0 | 0 |
YAHOO INC | COM | 984332106 | 87,847 | 2,447,000 | SH | Call | SOLE | 0 | 2,447,000 | 0 | 0 |
YAHOO INC | COM | 984332106 | 49,689 | 1,384,088 | SH | SOLE | 0 | 1,384,088 | 0 | 0 |