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
AMC Networks CL A 00164V103 19,527 267,197 SH   SOLE   267,197 0 0
ASOS PLC COMMON STOCKS 003092725 10,554 122,124 SH   SOLE   122,124 0 0
Alliance Data Systems COMMON STOCKS 018581108 14,227 52,218 SH   SOLE   52,218 0 0
Amazon.com COMMON STOCKS 023135106 22,073 65,621 SH   SOLE   65,621 0 0
Applied Materials COMMON STOCKS 038222105 8,127 398,100 SH   SOLE   398,100 0 0
Avago COMMON STOCKS y0486s104 26,396 409,809 SH   SOLE   409,809 0 0
Carbonite Inc COMMON STOCKS 014133710 21,251 2,085,377 SH   SOLE   2,085,377 0 0
Cornerstone OnDemand COMMON STOCKS 21925Y103 8,688 181,482 SH   SOLE   181,482 0 0
Criteo SA SPONS ADS 226718104 3,654 90,110 SH   SOLE   90,110 0 0
Digitalglobe COMMON STOCKS 25389M877 9,117 314,288 SH   SOLE   314,288 0 0
eHealth COMMON STOCKS 28238P109 6,932 136,458 SH   SOLE   136,458 0 0
Equinix COMMON STOCKS 29444U502 15,021 81,262 SH   SOLE   81,262 0 0
Euronet Worldwide Inc. COMMON STOCKS 298736109 16,599 399,115 SH   SOLE   399,115 0 0
Exar Corporation COMMON STOCKS 300645108 2,619 219,166 SH   SOLE   219,166 0 0
Facebook CL A 30303M102 28,131 466,976 SH   SOLE   466,976 0 0
Formfactor COMMON STOCKS 346375108 2,983 466,881 SH   SOLE   466,881 0 0
Infoblox COMMON STOCKS 45672H104 121 6,050 SH   SOLE   6,050 0 0
InterXion SHS N47279109 18,197 758,852 SH   SOLE   758,852 0 0
InvenSense COMMON STOCKS 46123D205 8,322 351,575 SH   SOLE   351,575 0 0
Iron Mountain COMMON STOCKS 462846106 7,838 284,310 SH   SOLE   284,310 0 0
Jive Software COMMON STOCKS 47760A108 1,582 197,484 SH   SOLE   197,484 0 0
Lam Research COMMON STOCKS 512807108 7,625 138,638 SH   SOLE   138,638 0 0
Lifelock COMMON STOCKS 53224V100 21,387 1,249,983 SH   SOLE   1,249,983 0 0
LinkedIn COM CLA A 53578A108 14,021 75,813 SH   SOLE   75,813 0 0
Marin Software COMMON STOCKS 56804T106 19,482 1,843,206 SH   SOLE   1,843,206 0 0
Marketo Inc COMMON STOCKS 57063L107 5,367 164,287 SH   SOLE   164,287 0 0
Mastercard COM CLA A 57636Q104 17,689 236,800 SH   SOLE   236,800 0 0
Microsoft COMMON STOCKS 594918104 4,009 97,800 SH   SOLE   97,800 0 0
Palo Alto Networks Inc. COMMON STOCKS 697435105 10,396 151,550 SH   SOLE   151,550 0 0
Pandora Inc COMMON STOCKS 698354107 493,410 16,273,418 SH   SOLE   16,273,418 0 0
Procera Networks Inc. COMMON STOCKS 74269U203 91 8,720 SH   SOLE   8,720 0 0
Q2 Holdings Inc COMMON STOCKS 74736L109 3,746 241,200 SH   SOLE   241,200 0 0
Qualcomm COMMON STOCKS 747525103 21,785 276,249 SH   SOLE   276,249 0 0
RetailMeNot Inc COM SER 1 76132B106 4,598 143,700 SH   SOLE   143,700 0 0
Rovi Corp COMMON NEW 779376102 79 3,470 SH   SOLE   3,470 0 0
SBA Communications COMMON STOCKS 78388J106 10,297 113,200 SH   SOLE   113,200 0 0
Salesforce.com SPONSORED ADR 79466L302 21,056 368,825 SH   SOLE   368,825 0 0
ShoreTel COMMON STOCKS 825211105 112 12,980 SH   SOLE   12,980 0 0
Shutterfly COMMON STOCKS 82568P304 15,056 352,759 SH   SOLE   352,759 0 0
Synaptics Inc COMMON STOCKS 87157D109 15,772 262,773 SH   SOLE   262,773 0 0
The Priceline Group COM NEW 741503403 25,624 21,499 SH   SOLE   21,499 0 0
Trinet Group Inc COMMON STOCKS 896288107 1,701 79,800 SH   SOLE   79,800 0 0
Vantiv CL A 92210H105 14,857 491,616 SH   SOLE   491,616 0 0
Visa COM CLA A 92826C839 21,492 99,565 SH   SOLE   99,565 0 0
Vocera Communications COMMON STOCKS 92857F107 4,556 279,017 SH   SOLE   279,017 0 0
Workday CL A 98138H101 26,413 288,891 SH   SOLE   288,891 0 0