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 |
| ADOBE SYS INC | COM | 00724F101 | 19,077 | 258,000 | SH | SOLE | 258,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 27,398 | 291,000 | SH | SOLE | 291,000 | 0 | 0 | ||
| ARM HLDGS PLC | SPONSORED ADR | 042068106 | 19,720 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BROADSOFT INC | COM | 11133B409 | 11,501 | 343,727 | SH | SOLE | 343,727 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 12,208 | 367,046 | SH | SOLE | 367,046 | 0 | 0 | ||
| COMMSCOPE HLDG CO INC | COM | 20337X109 | 25,629 | 898,000 | SH | SOLE | 898,000 | 0 | 0 | ||
| DEMANDWARE INC | COM | 24802Y105 | 10,536 | 173,000 | SH | SOLE | 173,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 19,042 | 271,800 | SH | SOLE | 271,800 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 17,873 | 170,400 | SH | SOLE | 170,400 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 18,581 | 226,000 | SH | SOLE | 226,000 | 0 | 0 | ||
| FINISAR CORP | COM NEW | 31787A507 | 7,746 | 363,000 | SH | SOLE | 363,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 16,086 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 13,561 | 689,449 | SH | SOLE | 689,449 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 23,240 | 791,000 | SH | SOLE | 791,000 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 13,492 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
| MANHATTAN ASSOCS INC ASSOCIATES ORD | COM | 562750109 | 17,511 | 346,000 | SH | SOLE | 346,000 | 0 | 0 | ||
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 16,594 | 366,000 | SH | SOLE | 366,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 10,852 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| MICROSTRATEGY INC | CL A NEW | 594972408 | 13,197 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 13,959 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| NOKIA ADR REPSG 1 SER A ORD | SPONSORED ADR | 654902204 | 10,770 | 1,420,800 | SH | SOLE | 1,420,800 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 18,260 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PMC-SIERRA INC | COM | 69344F106 | 10,561 | 1,138,000 | SH | SOLE | 1,138,000 | 0 | 0 | ||
| POWERSHARES QQQ TRUST | PUT | 73935A954 | 464 | 3,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 16,500 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 11,692 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 82706C108 | 17,526 | 652,000 | SH | SOLE | 652,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 291 | 1,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 794 | 2,000 | SH | Put | SOLE | 0 | 0 | 0 | |
| TWITTER INC | COM | 90184L102 | 23,037 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 22,168 | 753,000 | SH | SOLE | 753,000 | 0 | 0 | ||