The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AMBARELLA INC | SHS | G037AX101 | 21,835 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 277,063 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 4,680 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| DEMANDWARE INC | COM | 24802Y105 | 12,730 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| DREAMWORKS ANIMATION SKG, INC | CL A | 26153C103 | 47,723 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 118,560 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| GOOGLE INC CLASS A | CL A | 38259P508 | 58,841 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 55,825 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| LIONS GATE ENTERTAINMENT CORP | COM | 535919203 | 65,940 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 68,520 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| MOBILEYE NV | ORD SHS | N51488117 | 24,116 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| NETFLIX COM INC | COM | 64110L106 | 101,515 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| RF MICRO DEVICES, INC | COM | 749941100 | 115,400 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| SALESFORCE.COM INC | COM | 79466L302 | 71,912 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SENSATA TECHNOLOGIES HOLDING NV | SHS | N7902X106 | 17,812 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 110,260 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| SPANSION INC | COM | 84649R200 | 34,185 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 66,080 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 43,590 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TE CONNECTIVITY LTD | REG SHS | H84989104 | 16,587 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| TESLA MOTORS, INC | COM | 88160R101 | 303,350 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 296,585 | 5,750,000 | SH | SOLE | 5,750,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 103,125 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 40,950 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 16,192 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| ZILLOW INC | CL A | 98954A107 | 57,995 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||