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
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,781 17,000 SH   SOLE   17,000 0 0
AOL INC COM 00184X105 7,588 190,700 SH   SOLE   190,700 0 0
DIGITALGLOBE INC COM NEW 25389M877 8,330 299,650 SH   SOLE   299,650 0 0
DISH NETWORK CORP CL A 25470M109 5,076 78,000 SH   SOLE   78,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 14,009 255,910 SH   SOLE   255,910 0 0
GILEAD SCIENCES INC COM 375558103 14,343 173,000 SH   SOLE   173,000 0 0
GLU MOBILE INC COM 379890106 2,061 412,264 SH   SOLE   412,264 0 0
INFOBLOX INC COM 45672H104 12,490 949,810 SH   SOLE   949,810 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,483 23,730 SH   SOLE   23,730 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 19,605 954,006 SH   SOLE   954,006 0 0
MASTERCARD INC CL A 57636Q104 6,382 86,870 SH   SOLE   86,870 0 0
NCR CORP NEW COM 62886E108 6,483 184,750 SH   SOLE   184,750 0 0
RALLY SOFTWARE DEV CORP COM 751198102 5,717 525,000 SH   SOLE   525,000 0 0
RED HAT INC COM 756577102 9,699 175,480 SH   SOLE   175,480 0 0
SEACHANGE INTL INC COM 811699107 4,777 596,368 SH   SOLE   596,368 0 0
TREE COM INC COM 894675107 3,235 111,000 SH   SOLE   111,000 0 0
VIVUS INC COM 928551100 3,192 600,000 SH   SOLE   600,000 0 0
VMWARE INC CL A COM 928563402 11,840 122,300 SH   SOLE   122,300 0 0