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 | 44,149 | 850,000 | SH | Call | SOLE | NONE | 850,000 | 0 | 0 |
ADOBE SYS INC | COM | 00724F101 | 68,821 | 1,325,000 | SH | SOLE | NONE | 1,325,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 23,448 | 75,000 | SH | SOLE | NONE | 75,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 46,896 | 150,000 | SH | Call | SOLE | NONE | 150,000 | 0 | 0 |
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 11,858 | 275,000 | SH | SOLE | NONE | 275,000 | 0 | 0 | |
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 26,952 | 200,000 | SH | SOLE | NONE | 200,000 | 0 | 0 | |
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 43,840 | 775,100 | SH | SOLE | NONE | 775,100 | 0 | 0 | |
CISCO SYS INC | COM | 17275R102 | 35,130 | 1,500,000 | SH | Call | SOLE | NONE | 1,500,000 | 0 | 0 |
COGENT COMM GROUP INC | COM NEW | 19239V302 | 14,513 | 450,000 | SH | SOLE | NONE | 450,000 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 23,478 | 520,000 | SH | SOLE | NONE | 520,000 | 0 | 0 | |
DIRECTV | COM | 25490A309 | 26,888 | 450,000 | SH | Put | SOLE | NONE | 450,000 | 0 | 0 |
EBAY INC | COM | 278642103 | 111,580 | 2,000,000 | SH | Call | SOLE | NONE | 2,000,000 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 31,299 | 1,225,000 | SH | SOLE | NONE | 1,225,000 | 0 | 0 | |
EXPEDIA INC DEL | COM NEW | 30212P303 | 23,306 | 450,000 | SH | Put | SOLE | NONE | 450,000 | 0 | 0 |
F5 NETWORKS INC | COM | 315616102 | 32,589 | 380,000 | SH | SOLE | NONE | 380,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 62,800 | 1,250,000 | SH | Call | SOLE | NONE | 1,250,000 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 55,264 | 1,100,000 | SH | SOLE | NONE | 1,100,000 | 0 | 0 | |
HEWLETT PACKARD CO | COM | 428236103 | 16,784 | 800,000 | SH | SOLE | NONE | 800,000 | 0 | 0 | |
HEWLETT PACKARD CO | COM | 428236103 | 20,980 | 1,000,000 | SH | Call | SOLE | NONE | 1,000,000 | 0 | 0 |
ITT EDUCATIONAL SERVICES INC | COM | 45068B109 | 3,488 | 112,500 | SH | SOLE | NONE | 112,500 | 0 | 0 | |
LINKEDIN CORP | COM CL A | 53578A108 | 52,903 | 215,000 | SH | SOLE | NONE | 215,000 | 0 | 0 | |
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 31,545 | 900,000 | SH | SOLE | NONE | 900,000 | 0 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 60,550 | 90,000 | SH | Call | SOLE | NONE | 90,000 | 0 | 0 |
NETAPP INC | COM | 64110D104 | 31,965 | 750,000 | SH | SOLE | NONE | 750,000 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 12,368 | 40,000 | SH | SOLE | NONE | 40,000 | 0 | 0 | |
NETSUITE INC | COM | 64118Q107 | 11,873 | 110,000 | SH | SOLE | NONE | 110,000 | 0 | 0 | |
OUTERWALL INC | COM | 690070107 | 3,649 | 73,000 | SH | SOLE | NONE | 73,000 | 0 | 0 | |
PANDORA MEDIA INC | COM | 698354107 | 79,788 | 3,175,000 | SH | SOLE | NONE | 3,175,000 | 0 | 0 | |
POLYCOM INC | COM | 73172K104 | 3,276 | 300,000 | SH | Call | SOLE | NONE | 300,000 | 0 | 0 |
PRICELINE COM INC | COM NEW | 741503403 | 40,438 | 40,000 | SH | SOLE | NONE | 40,000 | 0 | 0 | |
PRICELINE COM INC | COM NEW | 741503403 | 60,657 | 60,000 | SH | Call | SOLE | NONE | 60,000 | 0 | 0 |
RIVERBED TECHNOLOGY INC | COM | 768573107 | 10,213 | 700,000 | SH | Put | SOLE | NONE | 700,000 | 0 | 0 |
SALESFORCE COM INC | COM | 79466L302 | 93,438 | 1,800,000 | SH | SOLE | NONE | 1,800,000 | 0 | 0 | |
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 30,618 | 700,000 | SH | Put | SOLE | NONE | 700,000 | 0 | 0 |
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 19,872 | 800,000 | SH | Call | SOLE | NONE | 800,000 | 0 | 0 |
TIVO INC | COM | 888706108 | 8,708 | 700,000 | SH | SOLE | NONE | 700,000 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 90,895 | 3,500,000 | SH | SOLE | NONE | 3,500,000 | 0 | 0 | |
TRIPADVISOR INC | COM | 896945201 | 37,920 | 500,000 | SH | Put | SOLE | NONE | 500,000 | 0 | 0 |
TW TELECOM INC | COM | 87311L104 | 11,946 | 400,000 | SH | SOLE | NONE | 400,000 | 0 | 0 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 55,992 | 1,200,000 | SH | Call | SOLE | NONE | 1,200,000 | 0 | 0 |
VMWARE INC | CL A COM | 928563402 | 78,878 | 975,000 | SH | Call | SOLE | NONE | 975,000 | 0 | 0 |
WASHINGTON POST CO | CL B | 939640108 | 32,921 | 53,850 | SH | SOLE | NONE | 53,850 | 0 | 0 | |
WORKDAY INC | CL A | 98138H101 | 33,181 | 410,000 | SH | SOLE | NONE | 410,000 | 0 | 0 | |
XILINX INC | COM | 983919101 | 30,459 | 650,000 | SH | SOLE | NONE | 650,000 | 0 | 0 | |
XILINX INC | COM | 983919101 | 28,116 | 600,000 | SH | Put | SOLE | NONE | 600,000 | 0 | 0 |
YAHOO INC | COM | 984332106 | 36,476 | 1,100,000 | SH | SOLE | NONE | 1,100,000 | 0 | 0 | |
YELP INC | CL A | 985817105 | 46,326 | 700,000 | SH | SOLE | NONE | 700,000 | 0 | 0 |