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 |
| APPLIED MATLS INC | COM | 038222105 | 21,715 | 871,400 | SH | SOLE | 871,400 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 28,729 | 478,336 | SH | SOLE | 478,336 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 34,095 | 149,560 | SH | SOLE | 149,560 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 21,498 | 772,900 | SH | SOLE | 772,900 | 0 | 0 | ||
| COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 29,979 | 847,114 | SH | SOLE | 847,114 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 25,945 | 355,950 | SH | SOLE | 355,950 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 37,556 | 669,200 | SH | SOLE | 669,200 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 30,375 | 133,972 | SH | SOLE | 133,972 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 24,947 | 292,252 | SH | SOLE | 292,252 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 26,750 | 342,863 | SH | SOLE | 342,863 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 17,473 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 38,442 | 765,700 | SH | SOLE | 765,700 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 24,625 | 327,200 | SH | SOLE | 327,200 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 26,842 | 766,700 | SH | SOLE | 766,700 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 33,372 | 436,800 | SH | SOLE | 436,800 | 0 | 0 | ||
| POLYCOM INC | COM | 73172K104 | 30,166 | 2,234,525 | SH | SOLE | 2,234,525 | 0 | 0 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 35,327 | 754,697 | SH | SOLE | 754,697 | 0 | 0 | ||
| SOLARWINDS INC | COM | 83416B109 | 10,908 | 218,900 | SH | SOLE | 218,900 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 7,970 | 260,700 | SH | SOLE | 260,700 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 27,330 | 353,054 | SH | SOLE | 353,054 | 0 | 0 | ||