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
ALPHABET INC CAP STK CL A 02079K305 101,014 132,408 SH   SOLE   132,408 0 0
AMAZON COM INC COM 023135106 133,987 225,704 SH   SOLE   225,704 0 0
ATHENAHEALTH INC COM 04685W103 83,500 601,671 SH   SOLE   601,671 0 0
CBRE GROUP INC CL A 12504L109 29,800 1,033,988 SH   SOLE   1,033,988 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 123,771 611,426 SH   SOLE   611,426 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 18,219 90,000 SH Call SOLE   90,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 79,373 2,842,867 SH   SOLE   2,842,867 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 5,750 129,906 SH   SOLE   129,906 0 0
FACEBOOK INC CL A 30303M102 140,713 1,233,247 SH   SOLE   1,233,247 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 19,928 133,970 SH   SOLE   133,970 0 0
INTEL CORP COM 458140100 19,539 604,000 SH   SOLE   604,000 0 0
LAM RESEARCH CORP COM 512807108 30,413 368,200 SH   SOLE   368,200 0 0
LAS VEGAS SANDS CORP COM 517834107 19,985 386,700 SH   SOLE   386,700 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 34,616 654,989 SH   SOLE   654,989 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 61,366 1,633,817 SH   SOLE   1,633,817 0 0
LINEAR TECHNOLOGY CORP COM 535678106 72,946 1,637,038 SH   SOLE   1,637,038 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 43,534 1,951,322 SH   SOLE   1,951,322 0 0
MASTERCARD INC CL A 57636Q104 34,028 360,082 SH   SOLE   360,082 0 0
MICRON TECHNOLOGY INC COM 595112103 41,880 4,000,000 SH Put SOLE   4,000,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 66,615 879,983 SH   SOLE   879,983 0 0
NETFLIX INC COM 64110L106 29,682 290,350 SH   SOLE   290,350 0 0
NETSUITE INC COM 64118Q107 94,132 1,374,394 SH   SOLE   1,374,394 0 0
PALO ALTO NETWORKS INC COM 697435105 20,983 128,620 SH   SOLE   128,620 0 0
SALESFORCE COM INC COM 79466L302 158,374 2,145,113 SH   SOLE   2,145,113 0 0
SBA COMMUNICATIONS CORP COM 78388J106 126,456 1,262,412 SH   SOLE   1,262,412 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 105,058 2,704,879 SH   SOLE   2,704,879 0 0
SERVICENOW INC COM 81762P102 164,725 2,692,462 SH   SOLE   2,692,462 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 23,370 300,000 SH Put SOLE   300,000 0 0
SPLUNK INC COM 848637104 183,347 3,747,136 SH   SOLE   3,747,136 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 29,711 468,479 SH   SOLE   468,479 0 0
TRIPADVISOR INC COM 896945201 21,657 325,676 SH   SOLE   325,676 0 0
VISA INC COM CL A 92826C839 33,467 437,592 SH   SOLE   437,592 0 0
WORKDAY INC CL A 98138H101 173,084 2,252,526 SH   SOLE   2,252,526 0 0
WYNN RESORTS LTD COM 983134107 24,706 264,430 SH   SOLE   264,430 0 0
YELP INC CL A 985817105 28,868 1,452,100 SH   SOLE   1,452,100 0 0
ZAYO GROUP HLDGS INC COM 98919V105 63,526 2,620,695 SH   SOLE   2,620,695 0 0