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 |
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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 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 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 |