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 |
|
||||||||||||||||
| 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 |
| ALKERMES PLC | SHS | G01767105 | 5,291 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 61,600 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ENDO INTL PLC | SHS | G30401106 | 12,357 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 32,228 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 67,334 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 4,701 | 824,000 | SH | SOLE | 824,000 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 6,958 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 148,360 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 47,216 | 1,135,000 | SH | SOLE | 1,135,000 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 55,569 | 1,365,000 | SH | SOLE | 1,365,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 40,919 | 313,000 | SH | SOLE | 313,000 | 0 | 0 | ||
| LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 39,099 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 48,084 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 29,923 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| OUTERWALL INC | COM | 690070107 | 892 | 12,300 | SH | SOLE | 12,300 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 28,009 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 20,912 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| QUAD / GRAPHICS INC | COM CL A | 747301109 | 1,806 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| RADIOSHACK CORP | COM | 750438103 | 1,590 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| RESTORATION HARDWARE HLDGS I | COM | 761283100 | 126,884 | 1,724,200 | SH | SOLE | 1,724,200 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 14,980 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| SHIRE PLC | SPONSORED ADR | 82481R106 | 8,021 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 19,674 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 29,745 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| SOUFUN HLDGS LTD | ADR | 836034108 | 20,526 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 10,724 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| THERAVANCE INC | COM | 88338T104 | 5,569 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 20,644 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 54,509 | 1,705,000 | SH | SOLE | 1,705,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 67,932 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 17,372 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||