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 |
21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 8,889 | 296,600 | SH | SOLE | 296,600 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 42,967 | 593,800 | SH | SOLE | 593,800 | 0 | 0 | ||
AOL INC | COM | 00184X105 | 21,825 | 548,500 | SH | SOLE | 548,500 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 799,198 | 8,600,000 | SH | Call | SOLE | 8,600,000 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 43,172 | 1,914,500 | SH | SOLE | 1,914,500 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 33,839 | 600,200 | SH | SOLE | 600,200 | 0 | 0 | ||
AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 21,405 | 297,000 | SH | SOLE | 297,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 107,322 | 574,500 | SH | Call | SOLE | 574,500 | 0 | 0 | |
BROADCOM CORP | CL A | 111320107 | 55,680 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 21,418 | 1,224,600 | SH | SOLE | 1,224,600 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 49,920 | 803,354 | SH | SOLE | 803,354 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 49,462 | 312,300 | SH | SOLE | 312,300 | 0 | 0 | ||
COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 30,670 | 887,698 | SH | SOLE | 887,698 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 67,781 | 860,600 | SH | Call | SOLE | 860,600 | 0 | 0 | |
EXPEDIA INC DEL | COM NEW | 30212P303 | 31,748 | 403,100 | SH | SOLE | 403,100 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 248,973 | 3,700,000 | SH | Call | SOLE | 3,700,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 38,790 | 576,467 | SH | SOLE | 576,467 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 38,048 | 288,680 | SH | SOLE | 288,680 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 38,539 | 65,916 | SH | SOLE | 65,916 | 0 | 0 | ||
GRUPO TELEVISA SA | SPON ADR REP ORD | 40049J206 | 38,338 | 1,117,391 | SH | SOLE | 1,117,391 | 0 | 0 | ||
HARMAN INTL INDS INC | COM | 413086109 | 38,686 | 360,100 | SH | SOLE | 360,100 | 0 | 0 | ||
HEWLETT PACKARD CO | COM | 428236103 | 107,776 | 3,200,000 | SH | Call | SOLE | 3,200,000 | 0 | 0 | |
IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 21,932 | 316,800 | SH | SOLE | 316,800 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 231,750 | 7,500,000 | SH | Call | SOLE | 7,500,000 | 0 | 0 | |
MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 4,824 | 137,308 | SH | SOLE | 137,308 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 108,420 | 2,600,000 | SH | Call | SOLE | 2,600,000 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 30,137 | 68,400 | SH | SOLE | 68,400 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 181,440 | 24,000,000 | SH | Call | SOLE | 24,000,000 | 0 | 0 | |
NOKIA CORP | SPONSORED ADR | 654902204 | 28,166 | 3,725,711 | SH | SOLE | 3,725,711 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 40,480 | 611,663 | SH | SOLE | 611,663 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 58,769 | 1,450,000 | SH | Call | SOLE | 1,450,000 | 0 | 0 | |
POLYCOM INC | COM | 73172K104 | 39,200 | 3,128,510 | SH | SOLE | 3,128,510 | 0 | 0 | ||
RACKSPACE HOSTING INC | COM | 750086100 | 28,729 | 853,500 | SH | SOLE | 853,500 | 0 | 0 | ||
SANDISK CORP | COM | 80004C101 | 36,655 | 351,000 | SH | SOLE | 351,000 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 31,978 | 683,592 | SH | SOLE | 683,592 | 0 | 0 | ||
SOLARCITY CORP | COM | 83416T100 | 11,296 | 160,000 | SH | Call | SOLE | 160,000 | 0 | 0 | |
SOLARCITY CORP | COM | 83416T100 | 17,163 | 243,100 | SH | SOLE | 243,100 | 0 | 0 | ||
SUNEDISON INC | COM | 86732Y109 | 47,003 | 2,079,770 | SH | SOLE | 2,079,770 | 0 | 0 | ||
WEBMD HEALTH CORP | COM | 94770V102 | 22,715 | 470,300 | SH | SOLE | 470,300 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 48,001 | 583,100 | SH | SOLE | 583,100 | 0 | 0 |