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 | 11,712 | 600,000 | SH | Put | SOLE | 600,000 | 0 | 0 | |
| ADOBE SYS INC | COM | 00724F101 | 36,388 | 449,174 | SH | SOLE | 449,174 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 131,431 | 302,773 | SH | SOLE | 302,773 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 24,708 | 1,285,519 | SH | SOLE | 1,285,519 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 41,753 | 510,800 | SH | SOLE | 510,800 | 0 | 0 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 158,840 | 1,386,276 | SH | SOLE | 1,386,276 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 17,189 | 129,309 | SH | SOLE | 129,309 | 0 | 0 | ||
| BROADCOM CORP | CL A | 111320107 | 19,575 | 380,162 | SH | SOLE | 380,162 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 76,050 | 3,868,262 | SH | SOLE | 3,868,262 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 15,413 | 90,000 | SH | Call | SOLE | 90,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 148,307 | 866,029 | SH | SOLE | 866,029 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 136,347 | 4,468,914 | SH | SOLE | 4,468,914 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 218,825 | 2,551,447 | SH | SOLE | 2,551,447 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 32,774 | 622,245 | SH | SOLE | 622,245 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 73,932 | 1,460,242 | SH | SOLE | 1,460,242 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 186,592 | 903,027 | SH | SOLE | 903,027 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 36,479 | 1,326,978 | SH | SOLE | 1,326,978 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 17,418 | 186,326 | SH | SOLE | 186,326 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 37,680 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 37,930 | 57,738 | SH | SOLE | 57,738 | 0 | 0 | ||
| NETSUITE INC | COM | 64118Q107 | 108,659 | 1,184,289 | SH | SOLE | 1,184,289 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 53,505 | 306,267 | SH | SOLE | 306,267 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 112,815 | 1,620,204 | SH | SOLE | 1,620,204 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 189,597 | 2,551,430 | SH | SOLE | 2,551,430 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 78,583 | 21,067,924 | SH | SOLE | 21,067,924 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 42,198 | 606,117 | SH | SOLE | 606,117 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 138,057 | 4,615,742 | SH | SOLE | 4,615,742 | 0 | 0 | ||
| TERRAFORM PWR INC | CL A COM | 88104R100 | 19,776 | 520,696 | SH | SOLE | 520,696 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 136,920 | 1,571,261 | SH | SOLE | 1,571,261 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 27,767 | 853,183 | SH | SOLE | 853,183 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 17,286 | 257,418 | SH | SOLE | 257,418 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 183,563 | 2,402,972 | SH | SOLE | 2,402,972 | 0 | 0 | ||
| YY INC | ADS REPCOM CLA | 98426T106 | 18,075 | 260,000 | SH | Put | SOLE | 260,000 | 0 | 0 | |
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 38,157 | 1,483,536 | SH | SOLE | 1,483,536 | 0 | 0 | ||