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
AMAZON COM INC COM 023135106 3,273 10,470 SH   SOLE 0 10,470 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,717 77,126 SH   SOLE 0 77,126 0 0
APPLE INC COM 037833100 6,124 12,845 SH   SOLE 0 12,845 0 0
APPLE INC COM 037833100 7,151 15,000 SH Call SOLE 0 15,000 0 0
CAVIUM INC COM 14964U108 955 23,186 SH   SOLE 0 23,186 0 0
CLIFFS NAT RES INC COM 18683K101 2,633 128,462 SH   SOLE 0 128,462 0 0
F5 NETWORKS INC COM 315616102 2,583 30,101 SH   SOLE 0 30,101 0 0
FACEBOOK INC CL A 30303M102 2,887 57,478 SH   SOLE 0 57,478 0 0
GRAINGER W W INC COM 384802104 2,253 8,608 SH   SOLE 0 8,608 0 0
GROUPON INC COM CL A 399473107 454 40,531 SH   SOLE 0 40,531 0 0
INFOBLOX INC COM 45672H104 715 17,105 SH   SOLE 0 17,105 0 0
MASTERCARD INC CL A 57636Q104 3,243 4,820 SH   SOLE 0 4,820 0 0
OMNIVISION TECHNOLOGIES INC COM 682128103 1,851 120,927 SH   SOLE 0 120,927 0 0
PANDORA MEDIA INC COM 698354107 1,163 46,271 SH   SOLE 0 46,271 0 0
PRICELINE COM INC COM NEW 741503403 3,334 3,298 SH   SOLE 0 3,298 0 0
RUCKUS WIRELESS INC COM 781220108 982 58,320 SH   SOLE 0 58,320 0 0
SALESFORCE COM INC COM 79466L302 1,876 36,134 SH   SOLE 0 36,134 0 0
SPLUNK INC COM 848637104 1,391 23,160 SH   SOLE 0 23,160 0 0
TABLEAU SOFTWARE INC CL A 87336U105 960 13,478 SH   SOLE 0 13,478 0 0
VMWARE INC CL A COM 928563402 3,212 39,701 SH   SOLE 0 39,701 0 0
ZILLOW INC CL A 98954A107 692 8,203 SH   SOLE 0 8,203 0 0