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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMAZON COM INCCOM02313510677,557194,482SH SOLE 194,48200
AMAZON COM INCCOM023135106500,1291,254,115SH DFND11,254,11500
AMERICAN TOWER CORP NEWCOM03027X10045,880574,790SH SOLE 574,79000
AMERICAN TOWER CORP NEWCOM03027X100327,0984,097,948SH DFND14,097,94800
APPLE INCCOM037833100102,792183,224SH SOLE 183,22400
APPLE INCCOM037833100743,3911,325,071SH DFND11,325,07100
ATMEL CORPCOM04951310423,3192,978,198SH DFND12,978,19800
BAIDU INCSPON ADR REP A05675210886,804487,992SH SOLE 487,99200
BAIDU INCSPON ADR REP A056752108412,3892,318,353SH DFND12,318,35300
BEST BUY INCCOM08651610170,1681,759,469SH DFND11,759,46900
BLACKBERRY LTDCOM09228F10345,7526,149,438SH DFND16,149,43800
CBS CORP NEWCL B12485720279,4511,246,491SH SOLE 1,246,49100
CBS CORP NEWCL B124857202777,33112,195,345SH DFND112,195,34500
CHARTER COMMUNICATIONS INC DCL A NEW16117M30533,321243,644SH SOLE 243,64400
CHARTER COMMUNICATIONS INC DCL A NEW16117M305317,8922,324,450SH DFND12,324,45000
CROWN CASTLE INTL CORPCOM22822710445,311617,058SH SOLE 617,05800
CROWN CASTLE INTL CORPCOM228227104326,0624,440,442SH DFND14,440,44200
DONNELLEY R R & SONS COCOM25786710130,0021,479,405SH DFND11,479,40500
FACEBOOK INCCL A30303M10257,3211,048,892SH SOLE 1,048,89200
FACEBOOK INCCL A30303M102403,5577,384,525SH DFND17,384,52500
FUSION-IO INCCOM36112J1076,721754,305SH DFND1754,30500
GAP INC DELCOM3647601086,746172,619SH SOLE 172,61900
GAP INC DELCOM36476010869,7081,783,718SH DFND11,783,71800
GOOGLE INCCL A38259P50829,08625,953SH SOLE 25,95300
GOOGLE INCCL A38259P508426,922380,939SH DFND1380,93900
GREEN MTN COFFEE ROASTERS INCOM39312210624,145319,630SH SOLE 319,63000
GREEN MTN COFFEE ROASTERS INCOM393122106202,6322,682,444SH DFND12,682,44400
HAIN CELESTIAL GROUP INCCOM40521710027,801306,249SH SOLE 306,24900
HAIN CELESTIAL GROUP INCCOM405217100171,3931,888,007SH DFND11,888,00700
JOY GLOBAL INCCOM4811651084,03068,900SH DFND168,90000
L BRANDS INCCOM50179710415,658253,165SH SOLE 253,16500
L BRANDS INCCOM501797104256,8254,152,379SH DFND14,152,37900
LEVEL 3 COMMUNICATIONS INCCOM NEW52729N30816,888509,122SH DFND1509,12200
LIBERTY GLOBAL PLCSHS CL AG5480U10451,025573,313SH SOLE 573,31300
LIBERTY GLOBAL PLCSHS CL AG5480U104381,1044,282,065SH DFND14,282,06500
LINKEDIN CORPCOM CL A53578A10822,318102,928SH SOLE 102,92800
LINKEDIN CORPCOM CL A53578A108207,935958,975SH DFND1958,97500
LOGITECH INTL S ASHSH5043023215,4061,125,376SH DFND11,125,37600
MELLANOX TECHNOLOGIES LTDSHSM513631133,18379,634SH SOLE 79,63400
MELLANOX TECHNOLOGIES LTDSHSM5136311321,219530,867SH DFND1530,86700
MOLYCORP INC DELCOM6087531092,634468,605SH DFND1468,60500
NETFLIX INCCOM64110L10662,434169,579SH SOLE 169,57900
NETFLIX INCCOM64110L106330,257897,022SH DFND1897,02200
NEWS CORP NEWCL A65249B10948,6292,698,604SH DFND12,698,60400
NII HLDGS INCCL B NEW62913F2016,1362,231,197SH DFND12,231,19700
NUANCE COMMUNICATIONS INCCOM67020Y10028,0471,845,227SH DFND11,845,22700
NUTRI SYS INC NEWCOM67069D1084,817293,017SH DFND1293,01700
PANDORA MEDIA INCCOM69835410719,125718,983SH SOLE 718,98300
PANDORA MEDIA INCCOM698354107132,8414,994,037SH DFND14,994,03700
POLYCOM INCCOM73172K10418,3301,632,196SH DFND11,632,19600
PRICELINE COM INCCOM NEW74150340345,25238,930SH SOLE 38,93000
PRICELINE COM INCCOM NEW741503403325,544280,062SH DFND1280,06200
QUINSTREET INCCOM74874Q1004,576526,593SH DFND1526,59300
RACKSPACE HOSTING INCCOM75008610033,388853,264SH DFND1853,26400
SIRIUS XM HLDGS INCCOM82968B103141,37940,509,865SH DFND140,509,86500
SUPERVALU INCCOM86853610354,6677,498,848SH DFND17,498,84800
TESLA MTRS INCCOM88160R1014,67331,067SH SOLE 31,06700
TESLA MTRS INCCOM88160R10197,910650,869SH DFND1650,86900
TIME WARNER CABLE INCCOM88732J2078,05859,471SH SOLE 59,47100
TIME WARNER CABLE INCCOM88732J207156,7271,156,655SH DFND11,156,65500
TIME WARNER INCCOM NEW88731730366,296950,891SH SOLE 950,89100
TIME WARNER INCCOM NEW887317303640,8129,191,216SH DFND19,191,21600
TRIPADVISOR INCCOM8969452012,71432,765SH SOLE 32,76500
TRIPADVISOR INCCOM896945201334,9064,043,293SH DFND14,043,29300
TWENTY FIRST CENTY FOX INCCL A90130A10128,958823,379SH SOLE 823,37900
TWENTY FIRST CENTY FOX INCCL A90130A101318,3669,052,214SH DFND19,052,21400
VERISIGN INCCOM92343E102183,7943,074,499SH DFND13,074,49900
WHOLE FOODS MKT INCCOM96683710632,615563,986SH SOLE 563,98600
WHOLE FOODS MKT INCCOM966837106233,9594,045,631SH DFND14,045,63100
WORKDAY INCCL A98138H1017629,164SH SOLE 9,16400
WORKDAY INCCL A98138H1017,91995,226SH DFND195,22600
YANDEX N VSHS CLASS AN9728410833,381773,613SH SOLE 773,61300
YANDEX N VSHS CLASS AN97284108271,7816,298,506SH DFND16,298,50600
YELP INCCL A9858171056198,984SH SOLE 8,98400
YELP INCCL A9858171056,53394,746SH DFND194,74600
YOUKU TUDOU INCSPONSORED ADR98742U10011,229370,584SH SOLE 370,58400
YOUKU TUDOU INCSPONSORED ADR98742U10055,0621,817,234SH DFND11,817,23400