0001172661-13-000791.txt : 20130509 0001172661-13-000791.hdr.sgml : 20130509 20130509163510 ACCESSION NUMBER: 0001172661-13-000791 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130509 DATE AS OF CHANGE: 20130509 EFFECTIVENESS DATE: 20130509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CRITERION CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001282550 IRS NUMBER: 270008048 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10866 FILM NUMBER: 13829406 BUSINESS ADDRESS: STREET 1: FOUR EMBARCADERO CENTER STREET 2: 34TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-249-1285 MAIL ADDRESS: STREET 1: FOUR EMBARCADERO CENTER STREET 2: 34TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 Criterion1q13.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Criterion Capital Management, LLC Address: 4 Embarcadero Center, 34th Floor San Francisco, CA 94111 13F File Number: 028-10866 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Zach Stout Title: Chief Compliance Officer Phone: (415) 834-3500 Signature, Place, and Date of Signing: /s/ Zach Stout San Francisco, CA May 9, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 64 Form 13F Information Table Value Total: $2,697,705 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3-D SYS CORP DEL COM NEW 88554D205 6448 200000 SH PUT SOLE 200000 0 0 3-D SYS CORP DEL COM NEW 88554D205 3224 100000 SH CALL SOLE 100000 0 0 ADOBE SYS INC COM 00724F101 122782 2821600 SH SOLE 2821600 0 0 AIXTRON SE SPONSORED ADR 009606104 9901 675403 SH SOLE 675403 0 0 ALTERA CORP COM 021441100 114282 3222843 SH SOLE 3222843 0 0 AMAZON COM INC COM 023135106 110129 413256 SH SOLE 413256 0 0 AMERICAN TOWER CORP NEW COM 03027X100 46067 598900 SH SOLE 598900 0 0 ATHENAHEALTH INC COM 04685W103 118922 1225498 SH SOLE 1225498 0 0 AUTODESK INC COM 052769106 48397 1173270 SH SOLE 1173270 0 0 BAIDU INC SPON ADR REP A 056752108 8288 94500 SH CALL SOLE 94500 0 0 BAIDU INC SPON ADR REP A 056752108 97216 1108501 SH SOLE 1108501 0 0 BORGWARNER INC COM 099724106 23335 301718 SH SOLE 301718 0 0 BROADCOM CORP CL A 111320107 12311 355000 SH SOLE 355000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 61371 4405701 SH SOLE 4405701 0 0 CBRE GROUP INC CL A 12504L109 72993 2890800 SH SOLE 2890800 0 0 COMCAST CORP NEW CL A 20030N101 10663 254000 SH SOLE 254000 0 0 CORNING INC COM 219350105 2066 155000 SH SOLE 155000 0 0 COSTAR GROUP INC COM 22160N109 1095 10000 SH SOLE 10000 0 0 CROWN CASTLE INTL CORP COM 228227104 67359 967244 SH SOLE 967244 0 0 DISH NETWORK CORP CL A 25470M109 7504 198000 SH SOLE 198000 0 0 DISNEY WALT CO COM DISNEY 254687106 10849 191000 SH SOLE 191000 0 0 E M C CORP MASS COM 268648102 25085 1050000 SH CALL SOLE 1050000 0 0 EBAY INC COM 278642103 36967 681800 SH SOLE 681800 0 0 FACEBOOK INC CL A 30303M102 32672 1277249 SH SOLE 1277249 0 0 FACTSET RESH SYS INC COM 303075105 25422 274541 SH SOLE 274541 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 1533 20000 SH SOLE 20000 0 0 FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 62592 4203603 SH SOLE 4203603 0 0 GOOGLE INC CL A 38259P508 75686 95300 SH SOLE 95300 0 0 GROUPON INC COM CL A 399473107 2240 366000 SH SOLE 366000 0 0 LIBERTY GLOBAL INC COM SER A 530555101 10860 148000 SH SOLE 148000 0 0 LINEAR TECHNOLOGY CORP COM 535678106 21190 552266 SH SOLE 552266 0 0 LINKEDIN CORP COM CL A 53578A108 35547 201900 SH SOLE 201900 0 0 MASTERCARD INC CL A 57636Q104 28734 53100 SH SOLE 53100 0 0 MERCADOLIBRE INC COM 58733R102 11336 117400 SH SOLE 117400 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 97228 1518471 SH SOLE 1518471 0 0 NETFLIX INC COM 64110L106 89689 473842 SH SOLE 473842 0 0 NETSUITE INC COM 64118Q107 32702 408464 SH SOLE 408464 0 0 NEWS CORP CL A 65248E104 16607 544300 SH SOLE 544300 0 0 NXP SEMICONDUCTORS N V COM N6596X109 10483 346100 SH SOLE 346100 0 0 PALO ALTO NETWORKS INC COM 697435105 143091 2528111 SH SOLE 2528111 0 0 PANDORA MEDIA INC COM 698354107 2096 148000 SH SOLE 148000 0 0 POLYCOM INC COM 73172K104 13483 1216903 SH SOLE 1216903 0 0 PRICELINE COM INC COM NEW 741503403 135386 196735 SH SOLE 196735 0 0 QUALCOMM INC COM 747525103 47835 714601 SH SOLE 714601 0 0 ROBERT HALF INTL INC COM 770323103 31225 832001 SH SOLE 832001 0 0 SALESFORCE COM INC COM 79466L302 15916 89000 SH SOLE 89000 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 1828 50000 SH CALL SOLE 50000 0 0 SEI INVESTMENTS CO COM 784117103 4328 150000 SH SOLE 150000 0 0 SERVICENOW INC COM 81762P102 117755 3252894 SH SOLE 3252894 0 0 SILVER SPRING NETWORKS INC COM 82817Q103 764 44100 SH SOLE 44100 0 0 SIRIUS XM RADIO INC COM 82967N108 90866 29501882 SH SOLE 29501882 0 0 SONY CORP ADR NEW 835699307 5044 289896 SH SOLE 289896 0 0 SPLUNK INC COM 848637104 97400 2433166 SH SOLE 2433166 0 0 SPRINT NEXTEL CORP COM SER 1 852061100 40978 6598752 SH SOLE 6598752 0 0 TERADYNE INC COM 880770102 29590 1824305 SH SOLE 1824305 0 0 UNIVERSAL DISPLAY CORP COM 91347P105 10514 357243 SH SOLE 357243 0 0 VANTIV INC CL A 92210H105 35008 1474662 SH SOLE 1474662 0 0 VERISIGN INC COM 92343E102 78100 1652208 SH SOLE 1652208 0 0 VERISK ANALYTICS INC CL A 92345Y106 13239 214845 SH SOLE 214845 0 0 VISA INC COM CL A 92826C839 22079 130000 SH SOLE 130000 0 0 WORKDAY INC CL A 98138H101 27542 446890 SH SOLE 446890 0 0 WYNN RESORTS LTD COM 983134107 127087 1015400 SH SOLE 1015400 0 0 YANDEX N V SHS CLASS A N97284108 34003 1469455 SH SOLE 1469455 0 0 ZYNGA INC CL A 98986T108 773 230000 SH CALL SOLE 230000 0 0