The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| APPLE INC | COM | 037833100 | 23,233 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| APPLE INC | CALL | 037833900 | 6,440 | 7,000 | SH | Call | SOLE | 7,000 | 0 | 0 | |
| ALTERA CORP | COM | 021441100 | 31,284 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP | COM | 228227104 | 25,991 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 19,494 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 16,406 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 24,904 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 8,320 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 52,680 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 28,362 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 5,047 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| FACEBOOK INC | CALL | 30303M902 | 4,188 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
| F5 NETWORKS INC | COM | 315616102 | 25,074 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| GAMESTOP CORP NEW | CL A | 36467W109 | 1,214 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ISHARES TR | HIGH DIVIDND ETF | 46429B663 | 11,308 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| INFORMATICA CORP | COM | 45666Q102 | 24,064 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 32,803 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 36,866 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 13,986 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 33,790 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 7,414 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 24,317 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 24,060 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 19,667 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 7,920 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 16,400 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | PUT | 73935A954 | 81 | 3,000 | SH | Put | SOLE | 3,000 | 0 | 0 | |
| SHUTTERFLY INC | COM | 82568P304 | 9,258 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 632 | 4,000 | SH | Put | SOLE | 4,000 | 0 | 0 | |
| TESLA MTRS INC | COM | 88160R101 | 6,002 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TESSERA TECHNOLOGIES INC | COM | 88164L100 | 3,533 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 12,317 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 9,885 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||