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 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 36,246 | 710,000 | SH | SOLE | 710,000 | 0 | 0 | ||
| COGENT COMM GROUP INC | COM NEW | 19239V302 | 17,570 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 47,087 | 858,000 | SH | SOLE | 858,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 15,926 | 89,750 | SH | SOLE | 89,750 | 0 | 0 | ||
| GLOBAL INDEMNITY PLC | SHS | G39319101 | 12,295 | 553,491 | SH | SOLE | 553,491 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 19,714 | 287,000 | SH | SOLE | 287,000 | 0 | 0 | ||
| MCGRAW HILL FINL INC | COM | 580645109 | 36,901 | 472,000 | SH | SOLE | 472,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 58,650 | 790,000 | SH | SOLE | 790,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C101 | 24,827 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
| THE ADT CORPORATION | COM | 00101J106 | 18,819 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||