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 32,462 987,600 SH Put SOLE   987,600 0 0
ADOBE SYS INC COM 00724F101 25,438 349,900 SH   SOLE   349,900 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 11,106 176,400 SH   SOLE   176,400 0 0
ALCATEL-LUCENT SPONSORED ADR 013904305 5,585 1,573,113 SH   SOLE   1,573,113 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 29,387 282,726 SH   SOLE   282,726 0 0
ALTERA CORP COM 021441100 33,830 915,800 SH   SOLE   915,800 0 0
AMAZON COM INC COM 023135106 41,552 133,886 SH   SOLE   133,886 0 0
AMDOCS LTD SHS G02602103 4,316 92,500 SH   SOLE   92,500 0 0
APPLIED MATLS INC COM 038222105 88,557 3,553,669 SH   SOLE   3,553,669 0 0
ARISTA NETWORKS INC COM 040413106 5,122 84,300 SH Put SOLE   84,300 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 22,803 492,500 SH   SOLE   492,500 0 0
ASM INTL N V NY REGISTER SH N07045102 4,486 41,600 SH   SOLE   41,600 0 0
ATHENAHEALTH INC COM 04685W103 177,813 1,220,404 SH   SOLE   1,220,404 0 0
AUTODESK INC COM 052769106 11,381 189,500 SH   SOLE   189,500 0 0
BAIDU INC SPON ADR REP A 056752108 74,913 328,610 SH   SOLE   328,610 0 0
BLOCK H & R INC COM 093671105 4,614 137,000 SH   SOLE   137,000 0 0
BROADCOM CORP CL A 111320107 11,365 262,300 SH   SOLE   262,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 57,707 3,041,994 SH   SOLE   3,041,994 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 77,444 464,794 SH   SOLE   464,794 0 0
COMCAST CORP NEW CL A 20030N101 11,556 199,200 SH   SOLE   199,200 0 0
CORNING INC COM 219350105 8,943 390,000 SH   SOLE   390,000 0 0
F5 NETWORKS INC COM 315616102 13,712 105,100 SH   SOLE   105,100 0 0
FACEBOOK INC CL A 30303M102 187,094 2,398,026 SH   SOLE   2,398,026 0 0
FINISAR CORP COM NEW 31787A507 8,368 431,100 SH   SOLE   431,100 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 5,626 223,000 SH   SOLE   223,000 0 0
GOPRO INC CL A 38268T103 4,811 76,100 SH   SOLE   76,100 0 0
HEWLETT PACKARD CO COM 428236103 11,545 287,700 SH   SOLE   287,700 0 0
INFINERA CORPORATION COM 45667G103 4,307 292,600 SH   SOLE   292,600 0 0
INTUIT COM 461202103 4,333 47,000 SH   SOLE   47,000 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 6,669 486,074 SH   SOLE   486,074 0 0
LENDINGCLUB CORP COM 52603A109 633 25,000 SH   SOLE   25,000 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 14,163 286,809 SH   SOLE   286,809 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 15,289 304,538 SH   SOLE   304,538 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 62,071 1,284,838 SH   SOLE   1,284,838 0 0
LINEAR TECHNOLOGY CORP COM 535678106 22,070 484,000 SH   SOLE   484,000 0 0
LINKEDIN CORP COM CL A 53578A108 167,826 730,600 SH   SOLE   730,600 0 0
MASTERCARD INC CL A 57636Q104 11,097 128,800 SH   SOLE   128,800 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 4,554 142,900 SH   SOLE   142,900 0 0
MOODYS CORP COM 615369105 4,359 45,500 SH   SOLE   45,500 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 132,242 1,971,412 SH   SOLE   1,971,412 0 0
NETSUITE INC COM 64118Q107 93,010 851,977 SH   SOLE   851,977 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,300 147,900 SH   SOLE   147,900 0 0
PALO ALTO NETWORKS INC COM 697435105 213,521 1,742,033 SH   SOLE   1,742,033 0 0
PANDORA MEDIA INC COM 698354107 32,094 1,800,000 SH Call SOLE   1,800,000 0 0
QUALCOMM INC COM 747525103 40,599 546,200 SH Call SOLE   546,200 0 0
QUANTA SVCS INC COM 74762E102 2,305 81,200 SH   SOLE   81,200 0 0
SALESFORCE COM INC COM 79466L302 119,047 2,007,192 SH   SOLE   2,007,192 0 0
SERVICENOW INC COM 81762P102 207,183 3,053,547 SH   SOLE   3,053,547 0 0
SIRIUS XM HLDGS INC COM 82968B103 34,703 9,915,125 SH   SOLE   9,915,125 0 0
SUNEDISON INC COM 86732Y109 11,417 585,200 SH   SOLE   585,200 0 0
TERADATA CORP DEL COM 88076W103 8,260 189,100 SH   SOLE   189,100 0 0
TRIPADVISOR INC COM 896945201 11,494 153,948 SH   SOLE   153,948 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 8,169 212,700 SH   SOLE   212,700 0 0
VEEVA SYS INC CL A COM 922475108 167,549 6,344,132 SH   SOLE   6,344,132 0 0
VERISK ANALYTICS INC CL A 92345Y106 11,125 173,700 SH   SOLE   173,700 0 0
VISA INC COM CL A 92826C839 11,091 42,300 SH   SOLE   42,300 0 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 92857W308 10,849 317,500 SH   SOLE   317,500 0 0
WORKDAY INC CL A 98138H101 201,493 2,468,975 SH   SOLE   2,468,975 0 0
WYNN RESORTS LTD COM 983134107 11,648 78,300 SH   SOLE   78,300 0 0
YINGLI GREEN ENERGY HLDG CO ADR 98584B103 293 124,600 SH Put SOLE   124,600 0 0
ZILLOW INC CL A 98954A107 20,179 190,566 SH   SOLE   190,566 0 0
ZILLOW INC CL A 98954A107 7,412 70,000 SH Call SOLE   70,000 0 0
ZYNGA INC CL A 98986T108 12,712 4,779,125 SH   SOLE   4,779,125 0 0