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
ALLOT COMMUNICATIONS LTD SHS M0854Q105 4,427 350,000 SH   SOLE   350,000 0 0
AMAZON COM INC COM 023135106 54,712 175,000 SH   SOLE   175,000 0 0
APPLE INC COM 037833100 166,862 350,000 SH   SOLE   350,000 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 19,350 1,500,000 SH   SOLE   1,500,000 0 0
ARM HLDGS PLC SPONSORED ADR 042068106 36,090 750,000 SH   SOLE   750,000 0 0
ARUBA NETWORKS INC COM 043176106 16,640 1,000,000 SH   SOLE   1,000,000 0 0
CIENA CORP COM NEW 171779309 12,504 500,000 SH   SOLE   500,000 0 0
CREE INC COM 225447101 60,190 1,000,000 SH   SOLE   1,000,000 0 0
EBAY INC COM 278642103 27,897 500,000 SH   SOLE   500,000 0 0
FACEBOOK INC CL A 30303M102 200,920 4,000,000 SH   SOLE   4,000,000 0 0
FINISAR CORP COM NEW 31787A507 22,630 1,000,000 SH   SOLE   1,000,000 0 0
GOOGLE INC CL A 38259P508 153,284 175,000 SH   SOLE   175,000 0 0
INVENSENSE INC COM 46123D205 35,240 2,000,000 SH   SOLE   2,000,000 0 0
JUNIPER NETWORKS INC COM 48203R104 34,755 1,750,000 SH   SOLE   1,750,000 0 0
LINKEDIN CORP COM CL A 53578A108 55,363 225,000 SH   SOLE   225,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 8,762 250,000 SH   SOLE   250,000 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 22,259 225,000 SH   SOLE   225,000 0 0
NCR CORP NEW COM 62886E108 9,902 250,000 SH   SOLE   250,000 0 0
NETFLIX INC COM 64110L106 46,381 150,000 SH   SOLE   150,000 0 0
OMNIVISION TECHNOLOGIES INC COM 682128103 22,965 1,500,000 SH   SOLE   1,500,000 0 0
OPENTABLE INC COM 68372A104 20,992 300,000 SH   SOLE   300,000 0 0
PANDORA MEDIA INC COM 698354107 37,695 1,500,000 SH   SOLE   1,500,000 0 0
PRICELINE COM INC COM NEW 741503403 25,274 25,000 SH   SOLE   25,000 0 0
PROCERA NETWORKS INC COM NEW 74269U203 4,647 300,000 SH   SOLE   300,000 0 0
RUCKUS WIRELESS INC COM 781220108 37,867 2,250,000 SH   SOLE   2,250,000 0 0
SALESFORCE COM INC COM 79466L302 20,764 400,000 SH   SOLE   400,000 0 0
STRATASYS LTD SHS M85548101 10,126 100,000 SH   SOLE   100,000 0 0
TESLA MTRS INC COM 88160R101 62,845 325,000 SH   SOLE   325,000 0 0
TRIPADVISOR INC COM 896945201 37,920 500,000 SH   SOLE   500,000 0 0
WORKDAY INC CL A 98138H101 8,093 100,000 SH   SOLE   100,000 0 0
XILINX INC COM 983919101 9,370 200,000 SH   SOLE   200,000 0 0
XOOM CORP COM 98419Q101 11,117 350,000 SH   SOLE   350,000 0 0
YELP INC CL A 985817105 26,472 400,000 SH   SOLE   400,000 0 0
ZILLOW INC CL A 98954A107 21,076 250,000 SH   SOLE   250,000 0 0