The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 50,455 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AMBARELLA INC | com | G037AX101 | 4,006 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| APPLE INC | com | 037833100 | 134,185 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| APPLIED MICRO CIRCUITS CORP | com | 03822W406 | 10,890 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| ARM HOLDINGS PLC ADR | com | 042068106 | 50,970 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ARUBA NETWORKS INC | com | 043176106 | 28,125 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| CANADIAN SOLAR INC. | com | 136635109 | 56,070 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| CHEGG INC | com | 163092109 | 3,500 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CRITEO SA | com | 226718104 | 10,137 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FACEBOOK INC | com | 30303M102 | 120,480 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| FIREEYE, INC. | com | 31816Q101 | 27,706 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| GOOGLE INC | com | 38259P508 | 222,902 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| GT ADVANCED TECHNOLOGIES INC. | com | 36191U106 | 42,625 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| JINKOSOLAR HLDG | com | 47759T100 | 27,950 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LIONS GATE ENTERTAINMENT CORP | com | 535919203 | 6,682 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MEDIDATA SOLUTIONS, INC. | com | 58471A105 | 48,906 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| NETFLIX COM INC | com | 64110l106 | 52,804 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| OPENTABLE, INC. | com | 68372A104 | 57,697 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| RUCKUS WIRELESS INC | com | 781220108 | 30,400 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| SALESFORCE.COM INC | com | 79466l302 | 42,817 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| SOLARCITY CORP | com | 83416T100 | 93,930 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| SPLUNK INC | com | 848637104 | 35,745 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SUNEDISON INC | com | 86732Y109 | 65,940 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| SUNPOWER CORP | com | 867652406 | 16,130 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC. | com | 87336U105 | 30,432 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TESLA MOTORS, INC. | com | 88160R101 | 260,562 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| TRIPADVISOR INC | com | 896945201 | 45,295 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TWITTER INC | com | 90184L102 | 210,015 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
| WORKDAY INC | com | 98138H101 | 45,715 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ZILLOW INC | com | 98954A107 | 52,860 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||