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
Expires: July 31, 2015
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 77,557 194,482 SH   SOLE   194,482 0 0
AMAZON COM INC COM 023135106 500,129 1,254,115 SH   DFND 1 1,254,115 0 0
AMERICAN TOWER CORP NEW COM 03027X100 45,880 574,790 SH   SOLE   574,790 0 0
AMERICAN TOWER CORP NEW COM 03027X100 327,098 4,097,948 SH   DFND 1 4,097,948 0 0
APPLE INC COM 037833100 102,792 183,224 SH   SOLE   183,224 0 0
APPLE INC COM 037833100 743,391 1,325,071 SH   DFND 1 1,325,071 0 0
ATMEL CORP COM 049513104 23,319 2,978,198 SH   DFND 1 2,978,198 0 0
BAIDU INC SPON ADR REP A 056752108 86,804 487,992 SH   SOLE   487,992 0 0
BAIDU INC SPON ADR REP A 056752108 412,389 2,318,353 SH   DFND 1 2,318,353 0 0
BEST BUY INC COM 086516101 70,168 1,759,469 SH   DFND 1 1,759,469 0 0
BLACKBERRY LTD COM 09228F103 45,752 6,149,438 SH   DFND 1 6,149,438 0 0
CBS CORP NEW CL B 124857202 79,451 1,246,491 SH   SOLE   1,246,491 0 0
CBS CORP NEW CL B 124857202 777,331 12,195,345 SH   DFND 1 12,195,345 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 33,321 243,644 SH   SOLE   243,644 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 317,892 2,324,450 SH   DFND 1 2,324,450 0 0
CROWN CASTLE INTL CORP COM 228227104 45,311 617,058 SH   SOLE   617,058 0 0
CROWN CASTLE INTL CORP COM 228227104 326,062 4,440,442 SH   DFND 1 4,440,442 0 0
DONNELLEY R R & SONS CO COM 257867101 30,002 1,479,405 SH   DFND 1 1,479,405 0 0
FACEBOOK INC CL A 30303M102 57,321 1,048,892 SH   SOLE   1,048,892 0 0
FACEBOOK INC CL A 30303M102 403,557 7,384,525 SH   DFND 1 7,384,525 0 0
FUSION-IO INC COM 36112J107 6,721 754,305 SH   DFND 1 754,305 0 0
GAP INC DEL COM 364760108 6,746 172,619 SH   SOLE   172,619 0 0
GAP INC DEL COM 364760108 69,708 1,783,718 SH   DFND 1 1,783,718 0 0
GOOGLE INC CL A 38259P508 29,086 25,953 SH   SOLE   25,953 0 0
GOOGLE INC CL A 38259P508 426,922 380,939 SH   DFND 1 380,939 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 24,145 319,630 SH   SOLE   319,630 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 202,632 2,682,444 SH   DFND 1 2,682,444 0 0
HAIN CELESTIAL GROUP INC COM 405217100 27,801 306,249 SH   SOLE   306,249 0 0
HAIN CELESTIAL GROUP INC COM 405217100 171,393 1,888,007 SH   DFND 1 1,888,007 0 0
JOY GLOBAL INC COM 481165108 4,030 68,900 SH   DFND 1 68,900 0 0
L BRANDS INC COM 501797104 15,658 253,165 SH   SOLE   253,165 0 0
L BRANDS INC COM 501797104 256,825 4,152,379 SH   DFND 1 4,152,379 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 16,888 509,122 SH   DFND 1 509,122 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 51,025 573,313 SH   SOLE   573,313 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 381,104 4,282,065 SH   DFND 1 4,282,065 0 0
LINKEDIN CORP COM CL A 53578A108 22,318 102,928 SH   SOLE   102,928 0 0
LINKEDIN CORP COM CL A 53578A108 207,935 958,975 SH   DFND 1 958,975 0 0
LOGITECH INTL S A SHS H50430232 15,406 1,125,376 SH   DFND 1 1,125,376 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 3,183 79,634 SH   SOLE   79,634 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 21,219 530,867 SH   DFND 1 530,867 0 0
MOLYCORP INC DEL COM 608753109 2,634 468,605 SH   DFND 1 468,605 0 0
NETFLIX INC COM 64110L106 62,434 169,579 SH   SOLE   169,579 0 0
NETFLIX INC COM 64110L106 330,257 897,022 SH   DFND 1 897,022 0 0
NEWS CORP NEW CL A 65249B109 48,629 2,698,604 SH   DFND 1 2,698,604 0 0
NII HLDGS INC CL B NEW 62913F201 6,136 2,231,197 SH   DFND 1 2,231,197 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 28,047 1,845,227 SH   DFND 1 1,845,227 0 0
NUTRI SYS INC NEW COM 67069D108 4,817 293,017 SH   DFND 1 293,017 0 0
PANDORA MEDIA INC COM 698354107 19,125 718,983 SH   SOLE   718,983 0 0
PANDORA MEDIA INC COM 698354107 132,841 4,994,037 SH   DFND 1 4,994,037 0 0
POLYCOM INC COM 73172K104 18,330 1,632,196 SH   DFND 1 1,632,196 0 0
PRICELINE COM INC COM NEW 741503403 45,252 38,930 SH   SOLE   38,930 0 0
PRICELINE COM INC COM NEW 741503403 325,544 280,062 SH   DFND 1 280,062 0 0
QUINSTREET INC COM 74874Q100 4,576 526,593 SH   DFND 1 526,593 0 0
RACKSPACE HOSTING INC COM 750086100 33,388 853,264 SH   DFND 1 853,264 0 0
SIRIUS XM HLDGS INC COM 82968B103 141,379 40,509,865 SH   DFND 1 40,509,865 0 0
SUPERVALU INC COM 868536103 54,667 7,498,848 SH   DFND 1 7,498,848 0 0
TESLA MTRS INC COM 88160R101 4,673 31,067 SH   SOLE   31,067 0 0
TESLA MTRS INC COM 88160R101 97,910 650,869 SH   DFND 1 650,869 0 0
TIME WARNER CABLE INC COM 88732J207 8,058 59,471 SH   SOLE   59,471 0 0
TIME WARNER CABLE INC COM 88732J207 156,727 1,156,655 SH   DFND 1 1,156,655 0 0
TIME WARNER INC COM NEW 887317303 66,296 950,891 SH   SOLE   950,891 0 0
TIME WARNER INC COM NEW 887317303 640,812 9,191,216 SH   DFND 1 9,191,216 0 0
TRIPADVISOR INC COM 896945201 2,714 32,765 SH   SOLE   32,765 0 0
TRIPADVISOR INC COM 896945201 334,906 4,043,293 SH   DFND 1 4,043,293 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 28,958 823,379 SH   SOLE   823,379 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 318,366 9,052,214 SH   DFND 1 9,052,214 0 0
VERISIGN INC COM 92343E102 183,794 3,074,499 SH   DFND 1 3,074,499 0 0
WHOLE FOODS MKT INC COM 966837106 32,615 563,986 SH   SOLE   563,986 0 0
WHOLE FOODS MKT INC COM 966837106 233,959 4,045,631 SH   DFND 1 4,045,631 0 0
WORKDAY INC CL A 98138H101 762 9,164 SH   SOLE   9,164 0 0
WORKDAY INC CL A 98138H101 7,919 95,226 SH   DFND 1 95,226 0 0
YANDEX N V SHS CLASS A N97284108 33,381 773,613 SH   SOLE   773,613 0 0
YANDEX N V SHS CLASS A N97284108 271,781 6,298,506 SH   DFND 1 6,298,506 0 0
YELP INC CL A 985817105 619 8,984 SH   SOLE   8,984 0 0
YELP INC CL A 985817105 6,533 94,746 SH   DFND 1 94,746 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 11,229 370,584 SH   SOLE   370,584 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 55,062 1,817,234 SH   DFND 1 1,817,234 0 0