The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 1,138 69,000 SH   SOLE   69,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 23,520 1,410,100 SH   SOLE   1,410,100 0 0
ACXIOM CORP COM 005125109 12,642 445,301 SH   SOLE   445,301 0 0
ADOBE SYS INC COM 00724F101 12,040 231,800 SH   SOLE   231,800 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 26,558 518,200 SH   SOLE   518,200 0 0
AIXTRON SE SPONSORED ADR 009606104 9,005 530,926 SH   SOLE   530,926 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 32,558 629,744 SH   SOLE   629,744 0 0
ALCATEL-LUCENT SPONSORED ADR 013904305 12,284 3,479,800 SH   SOLE   3,479,800 0 0
ALTERA CORP COM 021441100 51,607 1,388,774 SH   SOLE   1,388,774 0 0
AMAZON COM INC COM 023135106 141,998 454,191 SH   SOLE   454,191 0 0
AMDOCS LTD ORD G02602103 11,883 324,329 SH   SOLE   324,329 0 0
AMERICAN TOWER CORP NEW COM 03027X100 78,823 1,063,306 SH   SOLE   1,063,306 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,930 80,000 SH Call SOLE   80,000 0 0
APPLIED MATLS INC COM 038222105 57,931 3,304,500 SH   SOLE   3,304,500 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 5,914 122,900 SH   SOLE   122,900 0 0
ATHENAHEALTH INC COM 04685W103 72,858 670,991 SH   SOLE   670,991 0 0
BAIDU INC SPON ADR REP A 056752108 157,756 1,016,599 SH   SOLE   1,016,599 0 0
BAIDU INC SPON ADR REP A 056752108 31,036 200,000 SH Call SOLE   200,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 36,518 2,703,013 SH   SOLE   2,703,013 0 0
CBRE GROUP INC CL A 12504L109 58,222 2,517,159 SH   SOLE   2,517,159 0 0
CITRIX SYS INC COM 177376100 22,550 319,353 SH   SOLE   319,353 0 0
CME GROUP INC COM 12572Q105 11,880 160,800 SH   SOLE   160,800 0 0
CROWN CASTLE INTL CORP COM 228227104 79,321 1,086,146 SH   SOLE   1,086,146 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 6,258 107,239 SH   SOLE   107,239 0 0
DIGITALGLOBE INC COM NEW 25389M877 11,429 361,439 SH   SOLE   361,439 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 12,393 146,800 SH   SOLE   146,800 0 0
DISH NETWORK CORP CL A 25470M109 26,707 593,349 SH   SOLE   593,349 0 0
DISH NETWORK CORP CL A 25470M109 21,344 474,200 SH Call SOLE   474,200 0 0
DISNEY WALT CO COM DISNEY 254687106 17,064 264,600 SH   SOLE   264,600 0 0
DOLBY LABORATORIES INC COM 25659T107 5,970 172,993 SH   SOLE   172,993 0 0
E M C CORP MASS COM 268648102 26,838 1,050,000 SH Call SOLE   1,050,000 0 0
EBAY INC COM 278642103 104,960 1,881,170 SH   SOLE   1,881,170 0 0
ELECTRONIC ARTS INC COM 285512109 11,333 443,552 SH   SOLE   443,552 0 0
ERICSSON ADR B SEK 10 294821608 6,927 518,900 SH   SOLE   518,900 0 0
EXONE CO COM 302104104 2,556 60,000 SH   SOLE   60,000 0 0
FACEBOOK INC CL A 30303M102 41,867 833,500 SH   SOLE   833,500 0 0
FACTSET RESH SYS INC COM 303075105 7,604 69,700 SH Call SOLE   69,700 0 0
FINISAR CORP COM NEW 31787A507 18,482 816,700 SH   SOLE   816,700 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 14,475 131,400 SH   SOLE   131,400 0 0
FORTINET INC COM 34959E109 6,051 298,657 SH   SOLE   298,657 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 82,106 4,931,266 SH   SOLE   4,931,266 0 0
FUSION-IO INC COM 36112J107 4,384 327,400 SH   SOLE   327,400 0 0
GOOGLE INC CL A 38259P508 30,008 34,259 SH   SOLE   34,259 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 7,113 835,800 SH   SOLE   835,800 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 2,483 52,700 SH   SOLE   52,700 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 4,923 334,700 SH   SOLE   334,700 0 0
LAM RESEARCH CORP COM 512807108 35,905 701,263 SH   SOLE   701,263 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 12,523 469,200 SH   SOLE   469,200 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 24,086 303,538 SH   SOLE   303,538 0 0
LINKEDIN CORP COM CL A 53578A108 11,688 47,500 SH   SOLE   47,500 0 0
MERCADOLIBRE INC COM 58733R102 26,665 197,649 SH   SOLE   197,649 0 0
MICRON TECHNOLOGY INC COM 595112103 17,469 1,000,000 SH Call SOLE   1,000,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 64,854 1,092,182 SH   SOLE   1,092,182 0 0
NETFLIX INC COM 64110L106 52,527 169,874 SH   SOLE   169,874 0 0
NEW YORK TIMES CO CL A 650111107 5,773 459,255 SH   SOLE   459,255 0 0
NOKIA CORP SPONSORED ADR 654902204 14,141 2,172,600 SH   SOLE   2,172,600 0 0
OPENTABLE INC COM 68372A104 16,584 237,000 SH   SOLE   237,000 0 0
PALO ALTO NETWORKS INC COM 697435105 174,192 3,801,664 SH   SOLE   3,801,664 0 0
PANDORA MEDIA INC COM 698354107 46,807 1,862,597 SH   SOLE   1,862,597 0 0
POLYCOM INC COM 73172K104 6,032 552,400 SH   SOLE   552,400 0 0
PRICELINE COM INC COM NEW 741503403 109,693 108,505 SH   SOLE   108,505 0 0
RESPONSYS INC COM 761248103 6,405 387,729 SH   SOLE   387,729 0 0
RETAILMENOT INC COM SER 1 76132B106 7,400 208,036 SH   SOLE   208,036 0 0
SALESFORCE COM INC COM 79466L302 104,295 2,009,153 SH   SOLE   2,009,153 0 0
SBA COMMUNICATIONS CORP COM 78388J106 33,693 418,758 SH   SOLE   418,758 0 0
SILVER SPRING NETWORKS INC COM 82817Q103 9,259 534,300 SH   SOLE   534,300 0 0
SINA CORP ORD G81477104 146,463 1,804,398 SH   SOLE   1,804,398 0 0
SIRIUS XM RADIO INC COM 82967N108 50,817 13,114,105 SH   SOLE   13,114,105 0 0
SOLARWINDS INC COM 83416B109 10,658 303,996 SH   SOLE   303,996 0 0
SPRINT CORP COM SER 1 85207U105 31,473 5,060,762 SH   SOLE   5,060,762 0 0
STRATASYS LTD SHS M85548101 5,063 50,000 SH Call SOLE   50,000 0 0
SUNEDISON INC COM 86732Y109 7,865 986,800 SH   SOLE   986,800 0 0
SYMANTEC CORP COM 871503108 11,660 471,100 SH   SOLE   471,100 0 0
THOMSON REUTERS CORP COM 884903105 24,167 690,300 SH   SOLE   690,300 0 0
TIME WARNER INC COM NEW 887317303 6,140 93,300 SH   SOLE   93,300 0 0
TRIMBLE NAVIGATION LTD COM 896239100 20,215 680,418 SH   SOLE   680,418 0 0
TRIPADVISOR INC COM 896945201 9,579 126,300 SH   SOLE   126,300 0 0
TW TELECOM INC COM 87311L104 12,003 401,900 SH   SOLE   401,900 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 24,127 720,000 SH   SOLE   720,000 0 0
VEECO INSTRS INC DEL COM 922417100 4,962 133,300 SH   SOLE   133,300 0 0
VERISK ANALYTICS INC CL A 92345Y106 11,290 173,795 SH   SOLE   173,795 0 0
WORKDAY INC CL A 98138H101 68,278 843,669 SH   SOLE   843,669 0 0
WYNN RESORTS LTD COM 983134107 78,373 495,999 SH   SOLE   495,999 0 0
XILINX INC COM 983919101 4,807 102,600 SH   SOLE   102,600 0 0
XOOM CORP COM 98419Q101 29,604 931,991 SH   SOLE   931,991 0 0
YANDEX N V SHS CLASS A N97284108 6,057 166,300 SH   SOLE   166,300 0 0
YELP INC CL A 985817105 14,391 217,450 SH   SOLE   217,450 0 0
ZYNGA INC CL A 98986T108 44,722 12,182,422 SH   SOLE   12,182,422 0 0