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 |
| ALTERA CORP | COM | 021441100 | 51,716 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| INFOBLOX INC | COM | 45672H104 | 14,652 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 20,069 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 5,823 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 9,703 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 20,342 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 20,160 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 4,620 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| E M C CORP MASS | COM | 268648102 | 28,253 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 24,940 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 30,428 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| HORTONWORKS INC | COM | 440894103 | 540 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| INFORMATICA CORP | COM | 45666Q102 | 13,347 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ISHARES TR | PUT | 464287955 | 552 | 6,000 | SH | Put | SOLE | 6,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 4,938 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER C | 531229300 | 14,888 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 28,714 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 19,835 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 18,830 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 41,805 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| MICROSOFT CORP | CALL | 594918904 | 1,197 | 9,000 | SH | Call | SOLE | 9,000 | 0 | 0 | |
| NEW RELIC INC | COM | 64829B100 | 697 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 18,386 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 20,498 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| PMC-SIERRA INC | COM | 69344F106 | 13,282 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 23,168 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 16,322 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 30,306 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| YAHOO INC | CALL | 984332906 | 993 | 6,000 | SH | Call | SOLE | 6,000 | 0 | 0 | |