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 |
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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 |
ADOBE SYS INC | CALL | 00724F901 | 31,892 | 700,000 | SH | SOLE | NONE | 700,000 | 0 | 0 | |
AMDOCS LTD | ORD | G02602103 | 12,982 | 350,000 | SH | Call | SOLE | NONE | 350,000 | 0 | 0 |
BROADSOFT INC | COM | 11133B409 | 4,140 | 150,000 | SH | SOLE | NONE | 150,000 | 0 | 0 | |
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 44,586 | 360,000 | SH | SOLE | NONE | 360,000 | 0 | 0 | |
CISCO SYS INC | COM | 17275R102 | 36,465 | 1,500,000 | SH | SOLE | NONE | 1,500,000 | 0 | 0 | |
CISCO SYS INC | COM | 17275R102 | 182,325 | 7,500,000 | SH | Call | SOLE | NONE | 7,500,000 | 0 | 0 |
COGENT COMM GROUP INC | COM NEW | 19239V302 | 14,638 | 520,000 | SH | SOLE | NONE | 520,000 | 0 | 0 | |
COINSTAR INC | COM | 19259P300 | 20,828 | 355,000 | SH | SOLE | NONE | 355,000 | 0 | 0 | |
DISH NETWORK CORP | CL A | 25470M109 | 25,512 | 600,000 | SH | Call | SOLE | NONE | 600,000 | 0 | 0 |
EQUINIX INC | COM NEW | 29444U502 | 35,097 | 190,000 | SH | Call | SOLE | NONE | 190,000 | 0 | 0 |
FINISAR CORP | COM NEW | 31787A507 | 5,933 | 350,000 | SH | Put | SOLE | NONE | 350,000 | 0 | 0 |
GOOGLE INC | CL A | 38259P508 | 44,019 | 50,000 | SH | SOLE | NONE | 50,000 | 0 | 0 | |
HEWLETT PACKARD CO | COM | 428236103 | 29,760 | 1,200,000 | SH | SOLE | NONE | 1,200,000 | 0 | 0 | |
HOMEAWAY INC | COM | 43739Q100 | 19,404 | 600,000 | SH | Call | SOLE | NONE | 600,000 | 0 | 0 |
HOMEAWAY INC | COM | 43739Q100 | 24,578 | 760,000 | SH | SOLE | NONE | 760,000 | 0 | 0 | |
ITT EDUCATIONAL SERVICES INC | COM | 45068B109 | 2,745 | 112,500 | SH | SOLE | NONE | 112,500 | 0 | 0 | |
JDS UNIPHASE CORP | COM PAR $0.001 | 46612J507 | 9,347 | 650,000 | SH | SOLE | NONE | 650,000 | 0 | 0 | |
LINKEDIN CORP | COM CL A | 53578A108 | 36,552 | 205,000 | SH | SOLE | NONE | 205,000 | 0 | 0 | |
LINKEDIN CORP | COM CL A | 53578A108 | 71,320 | 400,000 | SH | Call | SOLE | NONE | 400,000 | 0 | 0 |
LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 24,723 | 900,000 | SH | SOLE | NONE | 900,000 | 0 | 0 | |
MASTERCARD INC | CL A | 57636Q104 | 22,980 | 40,000 | SH | SOLE | NONE | 40,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 35,825 | 2,500,000 | SH | Put | SOLE | NONE | 2,500,000 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 22,164 | 105,000 | SH | SOLE | NONE | 105,000 | 0 | 0 | |
NETSUITE INC | COM | 64118Q107 | 2,294 | 25,000 | SH | SOLE | NONE | 25,000 | 0 | 0 | |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 13,941 | 450,000 | SH | SOLE | NONE | 450,000 | 0 | 0 | |
NXP SEMICONDUCTORS N V | COM | N6596X109 | 9,294 | 300,000 | SH | Put | SOLE | NONE | 300,000 | 0 | 0 |
PANDORA MEDIA INC | COM | 698354107 | 42,320 | 2,300,000 | SH | SOLE | NONE | 2,300,000 | 0 | 0 | |
POLYCOM INC | COM | 73172K104 | 3,162 | 300,000 | SH | Call | SOLE | NONE | 300,000 | 0 | 0 |
PRICELINE COM INC | COM NEW | 741503403 | 43,838 | 53,000 | SH | SOLE | NONE | 53,000 | 0 | 0 | |
RESEARCH IN MOTION LTD | COM | 760975102 | 6,282 | 600,000 | SH | Put | SOLE | NONE | 600,000 | 0 | 0 |
SALESFORCE COM INC | COM | 79466L302 | 29,590 | 775,000 | SH | SOLE | NONE | 775,000 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 61,088 | 1,600,000 | SH | Call | SOLE | NONE | 1,600,000 | 0 | 0 |
SANDISK CORP | COM | 80004C101 | 48,880 | 800,000 | SH | Call | SOLE | NONE | 800,000 | 0 | 0 |
SONUS NETWORKS INC | COM | 835916107 | 7,465 | 2,480,000 | SH | SOLE | NONE | 2,480,000 | 0 | 0 | |
SYMANTEC CORP | COM | 871503108 | 14,606 | 650,000 | SH | SOLE | NONE | 650,000 | 0 | 0 | |
TERADATA CORP DEL | COM | 88076W103 | 10,046 | 200,000 | SH | Call | SOLE | NONE | 200,000 | 0 | 0 |
TEXAS INSTRS INC | COM | 882508104 | 31,383 | 900,000 | SH | Put | SOLE | NONE | 900,000 | 0 | 0 |
TIVO INC | COM | 888706108 | 11,050 | 1,000,000 | SH | Call | SOLE | NONE | 1,000,000 | 0 | 0 |
TIVO INC | COM | 888706108 | 10,498 | 950,000 | SH | SOLE | NONE | 950,000 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 72,941 | 2,940,000 | SH | SOLE | NONE | 2,940,000 | 0 | 0 | |
T-MOBILE US INC | COM | 872590104 | 27,291 | 1,100,000 | SH | Call | SOLE | NONE | 1,100,000 | 0 | 0 |
TW TELECOM INC | COM | 87311L104 | 20,542 | 730,000 | SH | SOLE | NONE | 730,000 | 0 | 0 | |
WASHINGTON POST CO | CL B | 939640108 | 21,770 | 45,000 | SH | SOLE | NONE | 45,000 | 0 | 0 | |
WORKDAY INC | CL A | 98138H101 | 9,614 | 150,000 | SH | SOLE | NONE | 150,000 | 0 | 0 | |
XILINX INC | COM | 983919101 | 39,610 | 1,000,000 | SH | SOLE | NONE | 1,000,000 | 0 | 0 | |
YAHOO INC | COM | 984332106 | 25,110 | 1,000,000 | SH | SOLE | NONE | 1,000,000 | 0 | 0 | |
YELP INC | CL A | 985817105 | 37,725 | 1,085,000 | SH | SOLE | NONE | 1,085,000 | 0 | 0 | |
YELP INC | CL A | 985817105 | 47,694 | 1,371,700 | SH | Call | SOLE | NONE | 1,371,700 | 0 | 0 |
ZILLOW INC | CL A | 98954A107 | 30,075 | 534,200 | SH | SOLE | NONE | 534,200 | 0 | 0 |