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 22,126 370,000 SH Call SOLE   370,000 0 0
AMAZON COM INC COM 023135106 144,250 444,148 SH   SOLE   444,148 0 0
AMERICAN TOWER CORP NEW COM 03027X100 25,634 284,889 SH   SOLE   284,889 0 0
APPLIED MATLS INC COM 038222105 37,397 1,658,400 SH   SOLE   1,658,400 0 0
ARISTA NETWORKS INC COM 040413106 3,563 57,110 SH   SOLE   57,110 0 0
ATHENAHEALTH INC COM 04685W103 108,490 867,019 SH   SOLE   867,019 0 0
BAIDU INC SPON ADR REP A 056752108 178,991 958,144 SH   SOLE   958,144 0 0
BLACKBERRY LTD COM 09228F103 2,746 268,200 SH Call SOLE   268,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 50,785 2,903,631 SH   SOLE   2,903,631 0 0
CBRE GROUP INC CL A 12504L109 13,965 435,869 SH   SOLE   435,869 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 153,201 967,301 SH   SOLE   967,301 0 0
CONCUR TECHNOLOGIES INC COM 206708109 64,584 691,924 SH   SOLE   691,924 0 0
CREE INC COM 225447101 14,266 285,600 SH Call SOLE   285,600 0 0
CROWN CASTLE INTL CORP COM 228227104 86,060 1,158,905 SH   SOLE   1,158,905 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 139,828 2,183,450 SH   SOLE   2,183,450 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 55,903 752,594 SH   SOLE   752,594 0 0
FACEBOOK INC CL A 30303M102 60,749 902,800 SH   SOLE   902,800 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 67,935 2,890,861 SH   SOLE   2,890,861 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 13,156 640,200 SH   SOLE   640,200 0 0
LAM RESEARCH CORP COM 512807108 24,599 364,000 SH   SOLE   364,000 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 42,095 951,938 SH   SOLE   951,938 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 70,266 1,660,738 SH   SOLE   1,660,738 0 0
LINKEDIN CORP COM CL A 53578A108 138,013 804,879 SH   SOLE   804,879 0 0
NETFLIX INC COM 64110L106 71,898 163,183 SH   SOLE   163,183 0 0
NETSUITE INC COM 64118Q107 126,118 1,451,632 SH   SOLE   1,451,632 0 0
PALO ALTO NETWORKS INC COM 697435105 399,416 4,763,455 SH   SOLE   4,763,455 0 0
SALESFORCE COM INC COM 79466L302 156,559 2,695,567 SH   SOLE   2,695,567 0 0
SERVICENOW INC COM 81762P102 227,040 3,664,293 SH   SOLE   3,664,293 0 0
SIRIUS XM HLDGS INC COM 82968B103 114,056 32,964,187 SH   SOLE   32,964,187 0 0
SPRINT CORP COM SER 1 85207U105 86,560 10,147,751 SH   SOLE   10,147,751 0 0
SUNEDISON INC COM 86732Y109 76,761 3,396,500 SH   SOLE   3,396,500 0 0
SUNPOWER CORP COM 867652406 14,015 342,000 SH   SOLE   342,000 0 0
TIME WARNER CABLE INC COM 88732J207 26,146 177,500 SH   SOLE   177,500 0 0
TRIMBLE NAVIGATION LTD COM 896239100 52,503 1,420,909 SH   SOLE   1,420,909 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 37,326 1,061,900 SH   SOLE   1,061,900 0 0
UBIQUITI NETWORKS INC COM 90347A100 1,017 22,500 SH Call SOLE   22,500 0 0
VEEVA SYS INC CL A COM 922475108 185,612 7,293,208 SH   SOLE   7,293,208 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 3,026 150,000 SH   SOLE   150,000 0 0
WORKDAY INC CL A 98138H101 197,799 2,201,187 SH   SOLE   2,201,187 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 3,084 824,600 SH Put SOLE   824,600 0 0
ZULILY INC CL A 989774104 47,841 1,168,290 SH   SOLE   1,168,290 0 0
ZYNGA INC CL A 98986T108 3,210 1,000,000 SH Call SOLE   1,000,000 0 0
ZYNGA INC CL A 98986T108 6,009 1,872,100 SH   SOLE   1,872,100 0 0