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 |
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 12,083 | 57,138 | SH | SOLE | 57,138 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 9,970 | 134,500 | SH | SOLE | 134,500 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 31,135 | 420,000 | SH | Call | SOLE | 420,000 | 0 | 0 | |
AOL INC | COM | 00184X105 | 17,290 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
APPLE INC | COM | 037833100 | 47,675 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
BALLY TECHNOLOGIES INC | COM | 05874B107 | 11,988 | 166,366 | SH | SOLE | 166,366 | 0 | 0 | ||
BANKRATE INC DEL | COM | 06647F102 | 10,438 | 507,432 | SH | SOLE | 507,432 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 12,028 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
BRIGHTCOVE INC | COM | 10921T101 | 901 | 80,100 | SH | SOLE | 80,100 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 38,612 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
CHINA LODGING GROUP LTD | SPONSORED ADR | 16949N109 | 2,137 | 112,513 | SH | SOLE | 112,513 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 27,090 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 12,478 | 213,561 | SH | SOLE | 213,561 | 0 | 0 | ||
DIGITALGLOBE INC | COM NEW | 25389M877 | 6,074 | 192,107 | SH | SOLE | 192,107 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 39,053 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
EPR PPTYS | COM SH BEN INT | 26884U109 | 4,115 | 84,421 | SH | SOLE | 84,421 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 10,511 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 26,277 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
LAS VEGAS SANDS CORP | COM | 517834107 | 12,650 | 190,450 | SH | SOLE | 190,450 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 19,838 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
LIBERTY INTERACTIVE CORP | LBT VENT COM A | 53071M880 | 11,082 | 125,687 | SH | SOLE | 125,687 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 3,445 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 29,527 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 7,154 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 4,753 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
PERFECT WORLD CO LTD | SPON ADR REP B | 71372U104 | 262 | 13,155 | SH | SOLE | 13,155 | 0 | 0 | ||
PROLOGIS INC | COM | 74340W103 | 4,577 | 121,669 | SH | SOLE | 121,669 | 0 | 0 | ||
REALTY INCOME CORP | COM | 756109104 | 6,956 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
SINA CORP | ORD | G81477104 | 11,364 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
SOTHEBYS | COM | 835898107 | 13,725 | 279,364 | SH | SOLE | 279,364 | 0 | 0 | ||
SOUFUN HLDGS LTD | ADR | 836034108 | 6,087 | 117,868 | SH | SOLE | 117,868 | 0 | 0 | ||
STRATEGIC HOTELS & RESORTS I | COM | 86272T106 | 2,920 | 336,356 | SH | SOLE | 336,356 | 0 | 0 | ||
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 6,700 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 4,123 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 4,857 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
VIACOM INC NEW | CL B | 92553P201 | 41,790 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 28,665 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 9,068 | 148,728 | SH | SOLE | 148,728 | 0 | 0 | ||
WYNDHAM WORLDWIDE CORP | COM | 98310W108 | 6,707 | 110,000 | SH | Call | SOLE | 110,000 | 0 | 0 | |
YY INC | ADS REPCOM CLA | 98426T106 | 4,210 | 90,000 | SH | SOLE | 90,000 | 0 | 0 |