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

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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
AMAZON COM INC COM 023135106 6,398 20,466 SH   SOLE 20,466 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 21,836 221,103 SH   SOLE 221,103 0 0
CBS CORP NEW CL B 124857202 9,281 168,249 SH   SOLE 168,249 0 0
CHANGYOU COM LTD ADS REP CL A 15911M107 13,328 375,228 SH   SOLE 375,228 0 0
E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 17,653 1,684,430 SH   SOLE 1,684,430 0 0
EPAM SYS INC COM 29414B104 7,942 230,197 SH   SOLE 230,197 0 0
FLEETMATICS GROUP PLC COM G35569105 1,208 32,177 SH   SOLE 32,177 0 0
GIANT INTERACTIVE GROUP INC ADR 374511103 7,895 865,695 SH   SOLE 865,695 0 0
GOOGLE INC CL A 38259P508 28,479 32,514 SH   SOLE 32,514 0 0
GT ADVANCED TECHNOLOGIES INC COM 36191U106 4,053 476,306 SH   SOLE 476,306 0 0
LINKEDIN CORP COM CL A 53578A108 36,284 147,459 SH   SOLE 147,459 0 0
MASTERCARD INC CL A 57636Q104 9,376 13,936 SH   SOLE 13,936 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 22,240 224,803 SH   SOLE 224,803 0 0
MELCO CROWN ENTMT LTD ADR 585464100 21,605 678,763 SH   SOLE 678,763 0 0
MERCADOLIBRE INC COM 58733R102 16,148 119,695 SH   SOLE 119,695 0 0
MONOLITHIC PWR SYS INC COM 609839105 5,229 172,703 SH   SOLE 172,703 0 0
NETFLIX INC COM 64110L106 18,695 60,461 SH   SOLE 60,461 0 0
PANDORA MEDIA INC COM 698354107 24,674 981,845 SH   SOLE 981,845 0 0
PRICELINE COM INC COM NEW 741503403 31,726 31,382 SH   SOLE 31,382 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 54,892 659,759 SH   SOLE 659,759 0 0
SOUFUN HLDGS LTD ADR 836034108 5,745 111,259 SH   SOLE 111,259 0 0
SPLUNK INC COM 848637104 13,324 221,925 SH   SOLE 221,925 0 0
STARWOOD PPTY TR INC PUT 85571B955 25,178 378,900 SH Put SOLE 378,900 0 0
TIME WARNER INC COM NEW 887317303 18,357 278,934 SH   SOLE 278,934 0 0
TRIPADVISOR INC COM 896945201 24,098 317,749 SH   SOLE 317,749 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,962 58,576 SH   SOLE 58,576 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 18,842 564,137 SH   SOLE 564,137 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 8,620 151,769 SH   SOLE 151,769 0 0
WORKDAY INC CL A 98138H101 24,321 300,514 SH   SOLE 300,514 0 0
YAHOO INC COM 984332106 50,622 1,526,607 SH   SOLE 1,526,607 0 0
YELP INC CL A 985817105 25,833 390,349 SH   SOLE 390,349 0 0