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 |
|
||||||||||||||||
| 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 | 27,947 | 613,407 | SH | SOLE | 613,407 | 0 | 0 | ||
| AIXTRON SE | SPONSORED ADR | 009606104 | 8,909 | 530,926 | SH | SOLE | 530,926 | 0 | 0 | ||
| ALTERA CORP | COM | 021441100 | 114,805 | 3,480,000 | SH | SOLE | 3,480,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 142,304 | 512,456 | SH | SOLE | 512,456 | 0 | 0 | ||
| AMDOCS LTD | ORD | G02602103 | 7,351 | 198,200 | SH | SOLE | 198,200 | 0 | 0 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 102,940 | 1,214,951 | SH | SOLE | 1,214,951 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 103,475 | 1,093,796 | SH | SOLE | 1,093,796 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 8,940 | 94,500 | SH | Call | SOLE | 94,500 | 0 | 0 | |
| BORGWARNER INC | COM | 099724106 | 41,839 | 485,650 | SH | SOLE | 485,650 | 0 | 0 | ||
| BROADCOM CORP | CL A | 111320107 | 64,776 | 1,916,740 | SH | SOLE | 1,916,740 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 71,778 | 4,957,021 | SH | SOLE | 4,957,021 | 0 | 0 | ||
| CBRE GROUP INC | CL A | 12504L109 | 98,229 | 4,204,998 | SH | SOLE | 4,204,998 | 0 | 0 | ||
| DIGITALGLOBE INC | COM NEW | 25389M877 | 21,210 | 683,957 | SH | SOLE | 683,957 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 45,682 | 1,074,370 | SH | SOLE | 1,074,370 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 5,147 | 81,500 | SH | SOLE | 81,500 | 0 | 0 | ||
| DREAMWORKS ANIMATION SKG INC | CL A | 26153C103 | 15,093 | 588,175 | SH | SOLE | 588,175 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 4,993 | 211,400 | SH | SOLE | 211,400 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 24,801 | 1,050,000 | SH | Call | SOLE | 1,050,000 | 0 | 0 | |
| EBAY INC | COM | 278642103 | 26,960 | 521,270 | SH | SOLE | 521,270 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 6,005 | 261,200 | SH | SOLE | 261,200 | 0 | 0 | ||
| FACTSET RESH SYS INC | COM | 303075105 | 17,875 | 175,344 | SH | SOLE | 175,344 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 10,683 | 131,400 | SH | SOLE | 131,400 | 0 | 0 | ||
| FREESCALE SEMICONDUCTOR LTD | SHS | G3727Q101 | 70,982 | 5,238,552 | SH | SOLE | 5,238,552 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 85,659 | 97,299 | SH | SOLE | 97,299 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 7,241 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| KLA-TENCOR CORP | COM | 482480100 | 5,216 | 93,600 | SH | SOLE | 93,600 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 7,235 | 163,163 | SH | SOLE | 163,163 | 0 | 0 | ||
| LAMAR ADVERTISING CO | CL A | 512815101 | 5,198 | 119,800 | SH | SOLE | 119,800 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 16,399 | 223,149 | SH | SOLE | 223,149 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 16,489 | 447,594 | SH | SOLE | 447,594 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 22,394 | 125,600 | SH | SOLE | 125,600 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 15,397 | 26,800 | SH | SOLE | 26,800 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 131,461 | 2,277,165 | SH | SOLE | 2,277,165 | 0 | 0 | ||
| NETAPP INC | COM | 64110D104 | 10,310 | 272,900 | SH | SOLE | 272,900 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 81,173 | 384,544 | SH | SOLE | 384,544 | 0 | 0 | ||
| NETSUITE INC | COM | 64118Q107 | 32,578 | 355,114 | SH | SOLE | 355,114 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 151,957 | 3,604,286 | SH | SOLE | 3,604,286 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 16,299 | 885,797 | SH | SOLE | 885,797 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 117,714 | 142,395 | SH | SOLE | 142,395 | 0 | 0 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 6,403 | 169,000 | SH | Call | SOLE | 169,000 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 72,988 | 1,911,673 | SH | SOLE | 1,911,673 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 5,426 | 88,800 | SH | SOLE | 88,800 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 154,875 | 3,834,477 | SH | SOLE | 3,834,477 | 0 | 0 | ||
| SIRIUS XM RADIO INC | COM | 82967N108 | 107,635 | 32,129,882 | SH | SOLE | 32,129,882 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 106,119 | 2,289,026 | SH | SOLE | 2,289,026 | 0 | 0 | ||
| SPRINT NEXTEL CORP | COM SER 1 | 852061100 | 82,176 | 11,705,973 | SH | SOLE | 11,705,973 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 5,542 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 21,068 | 471,737 | SH | SOLE | 471,737 | 0 | 0 | ||
| VERISK ANALYTICS INC | CL A | 92345Y106 | 14,817 | 248,195 | SH | SOLE | 248,195 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 15,424 | 84,400 | SH | SOLE | 84,400 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 47,029 | 733,801 | SH | SOLE | 733,801 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 65,572 | 512,399 | SH | SOLE | 512,399 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 2,100 | 60,400 | SH | SOLE | 60,400 | 0 | 0 | ||