The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 10,357 | 377,700 | SH | Put | SOLE | 377,700 | 0 | 0 | |
| ADOBE SYS INC | COM | 00724F101 | 32,327 | 437,200 | SH | SOLE | 437,200 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 23,400 | 329,365 | SH | SOLE | 329,365 | 0 | 0 | ||
| ALCATEL-LUCENT | SPONSORED ADR | 013904305 | 33,518 | 8,986,181 | SH | SOLE | 8,986,181 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 28,941 | 347,681 | SH | SOLE | 347,681 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 114,712 | 308,284 | SH | SOLE | 308,284 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 11,661 | 516,868 | SH | SOLE | 516,868 | 0 | 0 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 143,299 | 1,200,256 | SH | SOLE | 1,200,256 | 0 | 0 | ||
| BROADCOM CORP | CL A | 111320107 | 23,651 | 546,285 | SH | SOLE | 546,285 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 83,610 | 4,534,175 | SH | SOLE | 4,534,175 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 133,528 | 691,461 | SH | SOLE | 691,461 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 43,067 | 762,652 | SH | SOLE | 762,652 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 123,712 | 4,334,686 | SH | SOLE | 4,334,686 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 227,118 | 2,762,486 | SH | SOLE | 2,762,486 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 23,425 | 435,092 | SH | SOLE | 435,092 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 69,745 | 1,400,229 | SH | SOLE | 1,400,229 | 0 | 0 | ||
| LINEAR TECHNOLOGY CORP | COM | 535678106 | 32,141 | 686,774 | SH | SOLE | 686,774 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 170,932 | 684,113 | SH | SOLE | 684,113 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 31,938 | 1,265,882 | SH | SOLE | 1,265,882 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 13,784 | 937,700 | SH | SOLE | 937,700 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 39,779 | 95,464 | SH | SOLE | 95,464 | 0 | 0 | ||
| NETSUITE INC | COM | 64118Q107 | 89,915 | 969,334 | SH | SOLE | 969,334 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 148,745 | 1,018,241 | SH | SOLE | 1,018,241 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 5,734 | 200,985 | SH | SOLE | 200,985 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 117,734 | 1,762,222 | SH | SOLE | 1,762,222 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 178,857 | 2,270,329 | SH | SOLE | 2,270,329 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 77,153 | 20,197,010 | SH | SOLE | 20,197,010 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 129,504 | 5,396,002 | SH | SOLE | 5,396,002 | 0 | 0 | ||
| SUNPOWER CORP | COM | 867652406 | 16,820 | 537,210 | SH | SOLE | 537,210 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 72,626 | 873,227 | SH | SOLE | 873,227 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 38,808 | 1,146,794 | SH | SOLE | 1,146,794 | 0 | 0 | ||
| VERISK ANALYTICS INC | CL A | 92345Y106 | 11,553 | 161,800 | SH | SOLE | 161,800 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 185,603 | 2,198,833 | SH | SOLE | 2,198,833 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 9,441 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 18,247 | 652,621 | SH | SOLE | 652,621 | 0 | 0 | ||