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
3-D SYS CORP DEL COM NEW 88554D205 7,270 122,900 SH Put SOLE   122,900 0 0
ACXIOM CORP COM 005125109 26,321 765,267 SH   SOLE   765,267 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 5,128 88,100 SH   SOLE   88,100 0 0
ALTERA CORP COM 021441100 37,569 1,036,806 SH   SOLE   1,036,806 0 0
AMAZON COM INC COM 023135106 113,251 336,691 SH   SOLE   336,691 0 0
AMERICAN TOWER CORP NEW COM 03027X100 56,745 693,106 SH   SOLE   693,106 0 0
APPLIED MATLS INC COM 038222105 48,416 2,371,600 SH   SOLE   2,371,600 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 13,099 257,000 SH   SOLE   257,000 0 0
ATHENAHEALTH INC COM 04685W103 47,202 294,573 SH   SOLE   294,573 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 12,850 199,500 SH   SOLE   199,500 0 0
BAIDU INC SPON ADR REP A 056752108 141,657 930,299 SH   SOLE   930,299 0 0
BAZAARVOICE INC COM 073271108 7,164 981,326 SH   SOLE   981,326 0 0
BLACKBERRY LTD COM 09228F103 2,167 268,200 SH Call SOLE   268,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 37,881 2,437,631 SH   SOLE   2,437,631 0 0
CBRE GROUP INC CL A 12504L109 42,394 1,545,542 SH   SOLE   1,545,542 0 0
CBS CORP NEW CL B 124857202 11,989 194,000 SH   SOLE   194,000 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 114,322 927,940 SH   SOLE   927,940 0 0
CONCUR TECHNOLOGIES INC COM 206708109 34,796 351,224 SH   SOLE   351,224 0 0
CROWN CASTLE INTL CORP COM 228227104 84,489 1,145,146 SH   SOLE   1,145,146 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 89,413 1,773,369 SH   SOLE   1,773,369 0 0
DISH NETWORK CORP CL A 25470M109 26,719 429,500 SH   SOLE   429,500 0 0
DISH NETWORK CORP CL A 25470M109 8,709 140,000 SH Call SOLE   140,000 0 0
DOLBY LABORATORIES INC COM 25659T107 6,395 143,714 SH   SOLE   143,714 0 0
EBAY INC COM 278642103 12,643 228,877 SH   SOLE   228,877 0 0
EQUINIX INC COM NEW 29444U502 56,575 306,076 SH   SOLE   306,076 0 0
FACEBOOK INC CL A 30303M102 63,332 1,051,336 SH   SOLE   1,051,336 0 0
FINISAR CORP COM NEW 31787A507 5,159 194,600 SH   SOLE   194,600 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 87,327 3,577,515 SH   SOLE   3,577,515 0 0
FUSION-IO INC COM 36112J107 6,013 571,606 SH   SOLE   571,606 0 0
GOOGLE INC CL A 38259P508 36,287 32,559 SH   SOLE   32,559 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 13,420 273,600 SH   SOLE   273,600 0 0
LAM RESEARCH CORP COM 512807108 24,965 453,900 SH   SOLE   453,900 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 39,601 951,938 SH   SOLE   951,938 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 42,108 1,034,338 SH   SOLE   1,034,338 0 0
LINKEDIN CORP COM CL A 53578A108 118,478 640,632 SH   SOLE   640,632 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 42,340 658,582 SH   SOLE   658,582 0 0
NETFLIX INC COM 64110L106 74,419 211,401 SH   SOLE   211,401 0 0
NETSUITE INC COM 64118Q107 56,731 598,235 SH   SOLE   598,235 0 0
NEW YORK TIMES CO CL A 650111107 13,228 772,646 SH   SOLE   772,646 0 0
NIELSEN HOLDINGS N V COM N63218106 10,858 243,300 SH   SOLE   243,300 0 0
PALO ALTO NETWORKS INC COM 697435105 43,636 636,100 SH Call SOLE   636,100 0 0
PALO ALTO NETWORKS INC COM 697435105 299,106 4,360,145 SH   SOLE   4,360,145 0 0
PANDORA MEDIA INC COM 698354107 12,363 407,766 SH   SOLE   407,766 0 0
PRICELINE COM INC COM NEW 741503403 52,000 43,628 SH   SOLE   43,628 0 0
QUALCOMM INC COM 747525103 6,214 78,800 SH   SOLE   78,800 0 0
RACKSPACE HOSTING INC COM 750086100 69,588 2,120,300 SH   SOLE   2,120,300 0 0
RETAILMENOT INC COM SER 1 76132B106 37,558 1,173,680 SH   SOLE   1,173,680 0 0
SALESFORCE COM INC COM 79466L302 76,817 1,345,536 SH   SOLE   1,345,536 0 0
SERVICENOW INC COM 81762P102 38,852 648,400 SH   SOLE   648,400 0 0
SINA CORP ORD G81477104 26,140 432,704 SH   SOLE   432,704 0 0
SIRIUS XM HLDGS INC COM 82968B103 64,479 20,149,561 SH   SOLE   20,149,561 0 0
SPLUNK INC COM 848637104 12,125 169,600 SH   SOLE   169,600 0 0
SPRINT CORP COM SER 1 85207U105 120,659 13,129,405 SH   SOLE   13,129,405 0 0
SUNEDISON INC COM 86732Y109 6,279 333,300 SH   SOLE   333,300 0 0
SUNPOWER CORP COM 867652406 7,049 218,500 SH   SOLE   218,500 0 0
TERADYNE INC COM 880770102 5,207 261,800 SH   SOLE   261,800 0 0
TW TELECOM INC COM 87311L104 38,290 1,224,900 SH   SOLE   1,224,900 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 33,949 1,061,900 SH   SOLE   1,061,900 0 0
VEEVA SYS INC CL A COM 922475108 8,544 320,000 SH Call SOLE   320,000 0 0
VEEVA SYS INC CL A COM 922475108 98,135 3,675,474 SH   SOLE   3,675,474 0 0
VERISK ANALYTICS INC CL A 92345Y106 5,690 94,900 SH   SOLE   94,900 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 6,539 43,800 SH   SOLE   43,800 0 0
WORKDAY INC CL A 98138H101 46,120 504,427 SH   SOLE   504,427 0 0
WYNN RESORTS LTD COM 983134107 50,500 227,322 SH   SOLE   227,322 0 0
XOOM CORP COM 98419Q101 9,020 462,086 SH   SOLE   462,086 0 0
YANDEX N V SHS CLASS A N97284108 15,023 497,600 SH   SOLE   497,600 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 2,913 669,700 SH Put SOLE   669,700 0 0
ZULILY INC CL A 989774104 56,839 1,132,480 SH   SOLE   1,132,480 0 0
ZYNGA INC CL A 98986T108 69,828 16,239,087 SH   SOLE   16,239,087 0 0