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 |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 22,287 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 77,358 | 238,186 | SH | SOLE | 238,186 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 83,700 | 900,675 | SH | SOLE | 900,675 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 340,397 | 5,477,900 | SH | Call | SOLE | 5,477,900 | 0 | 0 | |
CBS CORP NEW | CL B | 124857202 | 375,351 | 6,040,405 | SH | SOLE | 6,040,405 | 0 | 0 | ||
CHANNELADVISOR CORP | COM | 159179100 | 8,469 | 321,287 | SH | SOLE | 321,287 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 150,273 | 2,799,415 | SH | SOLE | 2,799,415 | 0 | 0 | ||
CRITEO S A | SPONS ADS | 226718104 | 574 | 16,991 | SH | SOLE | 16,991 | 0 | 0 | ||
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 57,393 | 896,200 | SH | SOLE | 896,200 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 104,639 | 1,220,419 | SH | SOLE | 1,220,419 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 18,572 | 371,000 | SH | SOLE | 371,000 | 0 | 0 | ||
EQUINIX INC | COM NEW | 29444U502 | 10,526 | 50,100 | SH | SOLE | 50,100 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 71,979 | 913,900 | SH | SOLE | 913,900 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 292,650 | 4,349,085 | SH | SOLE | 4,349,085 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 133,845 | 1,015,513 | SH | SOLE | 1,015,513 | 0 | 0 | ||
GOGO INC | COM | 38046C109 | 17,249 | 881,850 | SH | SOLE | 881,850 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 80,905 | 138,377 | SH | SOLE | 138,377 | 0 | 0 | ||
GROUPON INC | COM CL A | 399473107 | 7,759 | 1,172,100 | SH | SOLE | 1,172,100 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 5,065 | 143,029 | SH | SOLE | 143,029 | 0 | 0 | ||
HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 83,030 | 2,962,200 | SH | SOLE | 2,962,200 | 0 | 0 | ||
HOMEAWAY INC | COM | 43739Q100 | 121,471 | 3,488,538 | SH | SOLE | 3,488,538 | 0 | 0 | ||
IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 78,966 | 1,140,633 | SH | SOLE | 1,140,633 | 0 | 0 | ||
KING DIGITAL ENTMT PLC | ORD SHS | G5258J109 | 14,132 | 687,666 | SH | SOLE | 687,666 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 75,799 | 994,482 | SH | SOLE | 994,482 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 37,912 | 857,340 | SH | SOLE | 857,340 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 34,590 | 201,724 | SH | SOLE | 201,724 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 23,064 | 934,133 | SH | SOLE | 934,133 | 0 | 0 | ||
MADISON SQUARE GARDEN CO | CL A | 55826P100 | 92,001 | 1,473,200 | SH | Call | SOLE | 1,473,200 | 0 | 0 | |
MADISON SQUARE GARDEN CO | CL A | 55826P100 | 102,584 | 1,642,665 | SH | SOLE | 1,642,665 | 0 | 0 | ||
MELCO CROWN ENTMT LTD | ADR | 585464100 | 231,609 | 6,485,833 | SH | SOLE | 6,485,833 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 21,913 | 229,695 | SH | SOLE | 229,695 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 4,023 | 96,467 | SH | SOLE | 96,467 | 0 | 0 | ||
MOODYS CORP | COM | 615369105 | 10,870 | 124,005 | SH | SOLE | 124,005 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 102,008 | 231,521 | SH | SOLE | 231,521 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | 33,776 | 1,065,481 | SH | SOLE | 1,065,481 | 0 | 0 | ||
OPENTABLE INC | COM | 68372A104 | 83,149 | 802,598 | SH | SOLE | 802,598 | 0 | 0 | ||
OUTERWALL INC | COM | 690070107 | 2,762 | 46,540 | SH | SOLE | 46,540 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 11,420 | 136,200 | SH | SOLE | 136,200 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 136,352 | 4,622,110 | SH | SOLE | 4,622,110 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 52,546 | 43,679 | SH | SOLE | 43,679 | 0 | 0 | ||
QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 18,307 | 198,901 | SH | SOLE | 198,901 | 0 | 0 | ||
RACKSPACE HOSTING INC | COM | 750086100 | 18,622 | 553,248 | SH | SOLE | 553,248 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 1,983 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 80,040 | 2,303,296 | SH | SOLE | 2,303,296 | 0 | 0 | ||
SIRIUS XM HLDGS INC | COM | 82968B103 | 41,819 | 12,086,300 | SH | SOLE | 12,086,300 | 0 | 0 | ||
SOLARCITY CORP | COM | 83416T100 | 169,052 | 2,394,499 | SH | SOLE | 2,394,499 | 0 | 0 | ||
STARZ | COM SER A | 85571Q102 | 3,727 | 125,100 | SH | SOLE | 125,100 | 0 | 0 | ||
STRATASYS LTD | SHS | M85548101 | 1,648 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
SUNPOWER CORP | COM | 867652406 | 18,094 | 441,525 | SH | SOLE | 441,525 | 0 | 0 | ||
TESLA MTRS INC | COM | 88160R101 | 227,764 | 948,778 | SH | SOLE | 948,778 | 0 | 0 | ||
TIME WARNER CABLE INC | COM | 88732J207 | 57,550 | 390,700 | SH | Call | SOLE | 390,700 | 0 | 0 | |
TIME WARNER CABLE INC | COM | 88732J207 | 329,700 | 2,238,292 | SH | SOLE | 2,238,292 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 107,389 | 1,528,670 | SH | SOLE | 1,528,670 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 112,849 | 3,356,590 | SH | SOLE | 3,356,590 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 11,462 | 105,489 | SH | SOLE | 105,489 | 0 | 0 | ||
TRULIA INC | COM | 897888103 | 39,304 | 829,553 | SH | SOLE | 829,553 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 78,080 | 2,221,334 | SH | SOLE | 2,221,334 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 300,304 | 7,329,854 | SH | SOLE | 7,329,854 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 9,358 | 784,391 | SH | SOLE | 784,391 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 29,819 | 143,666 | SH | SOLE | 143,666 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 110,789 | 3,153,700 | SH | Call | SOLE | 3,153,700 | 0 | 0 | |
YAHOO INC | COM | 984332106 | 311,019 | 8,853,369 | SH | SOLE | 8,853,369 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 59,004 | 769,483 | SH | SOLE | 769,483 | 0 | 0 | ||
ZILLOW INC | CL A | 98954A107 | 50,311 | 352,000 | SH | SOLE | 352,000 | 0 | 0 |