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
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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
ACTIVISION BLIZZARD INC COM 00507V109 51,836 2,536,000 SH   OTR 1 2,536,000 0 0
AGILENT TECHNOLOGIES, INC. COM 00846U101 51,502 921,000 SH   OTR 1 921,000 0 0
AMERICAN TOWER CORPORATION COM 03027X100 48,660 594,361 SH   OTR 1 594,361 0 0
APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 10,197 1,030,000 SH   OTR 1 1,030,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 5,916 239,800 SH   OTR 1 239,800 0 0
BANKRATE INC DEL COM 06647F102 58,194 3,435,289 SH   OTR 1 3,435,289 0 0
BLACKBERRY LTD COM 09228F103 28,280 3,500,000 SH   OTR 1 3,500,000 0 0
BROADCOM CORP CL A 111320107 69,832 2,219,000 SH   OTR 1 2,219,000 0 0
CBS CORPORATION CL B 124857202 31,716 513,200 SH   OTR 1 513,200 0 0
CARMIKE CINEMAS INC COM 143436400 10,451 350,000 SH   OTR 1 350,000 0 0
COGENT COMMUNICATIONS GROUP INC COM NEW 19239V302 36,418 1,025,000 SH   OTR 1 1,025,000 0 0
COGNEX CORP COM 192422103 39,853 1,177,000 SH   OTR 1 1,177,000 0 0
COMCAST CORPORATION CL A 20030N101 66,954 1,338,000 SH   OTR 1 1,338,000 0 0
CUMULUS MEDIA INC CL A 231082108 727 105,000 SH   OTR 1 105,000 0 0
DESCARTES SYSTEMS GRP INC. COM 249906108 19,054 1,363,950 SH   OTR 1 1,363,950 0 0
DIGITALGLOBE, INC. COM NEW 25389M877 6,527 225,000 SH   OTR 1 225,000 0 0
E*TRADE FINANCIAL CORPORATION COM NEW 269246401 25,437 1,105,000 SH   OTR 1 1,105,000 0 0
EXPEDIA, INC. COM NEW 30212P303 32,915 454,000 SH   OTR 1 454,000 0 0
FACEBOOK, INC. CL A 30303M102 37,463 621,900 SH   OTR 1 621,900 0 0
FACEBOOK, INC. CL A 30303M102 21,084 350,000 SH Call OTR 1 350,000 0 0
GIGAMON INC COM 37518B102 27,381 901,000 SH   OTR 1 901,000 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 12,900 387,500 SH   OTR 1 387,500 0 0
IAC/INTERACTIVECORP COM PAR $.001 44919P508 62,895 881,000 SH   OTR 1 881,000 0 0
IMMERSION CORPORATION COM 452521107 22,857 2,166,568 SH   OTR 1 2,166,568 0 0
INTERCONTINENTALEXCHANGE GRO COM 45866F104 16,773 84,785 SH   OTR 1 84,785 0 0
INTERDIGITAL INC CMN COM 45867G101 47,745 1,442,000 SH   OTR 1 1,442,000 0 0
ISHARES MSCI EMG MKT ETF 464287234 82,020 2,000,000 SH Put OTR 1 2,000,000 0 0
LIQUIDITY SERVICES INC COM 53635B107 11,071 425,000 SH   OTR 1 425,000 0 0
LIVEPERSON INC CMN COM 538146101 3,946 326,900 SH   OTR 1 326,900 0 0
LORAL SPACE &COMMUNICATION INC. COM 543881106 49,086 693,997 SH   OTR 1 693,997 0 0
LUMOS NETWORKS CORP COM 550283105 13,306 995,182 SH   OTR 1 995,182 0 0
MEDIDATA SOLUTIONS, INC. COM 58471A105 3,478 64,000 SH   OTR 1 64,000 0 0
MILLENNIAL MEDIA INC COM 60040N105 18,708 2,703,400 SH   OTR 1 2,703,400 0 0
MOVE INC COM NEW 62458M207 13,914 1,203,628 SH   OTR 1 1,203,628 0 0
NEWS CORPORATION CL A 65249B109 53,175 3,088,000 SH   OTR 1 3,088,000 0 0
NOKIA CORP SPONSORED ADR 654902204 26,461 3,605,000 SH   OTR 1 3,605,000 0 0
PDF SOLUTIONS INC COM 693282105 27,233 1,498,785 SH   OTR 1 1,498,785 0 0
PLX TECHNOLOGY INC COM 693417107 12,015 1,986,000 SH   OTR 1 1,986,000 0 0
RETAILMENOT, INC. COM SER 1 76132B106 61,203 1,912,600 SH   OTR 1 1,912,600 0 0
RIVERBED TECHNOLOGY, INC. COM 768573107 12,117 614,766 SH   OTR 1 614,766 0 0
SFX ENTERTAINMENT, INC. COM 784178303 6,538 927,387 SH   OTR 1 927,387 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 13,504 762,100 SH   OTR 1 762,100 0 0
SEACHANGE INTERNATIONAL INC COM 811699107 3,915 375,000 SH   OTR 1 375,000 0 0
SERVICESOURCE INTL LLC COM 81763U100 9,106 1,078,900 SH   OTR 1 1,078,900 0 0
SPANSION INC COM CL A NEW 84649R200 28,081 1,612,000 SH   OTR 1 1,612,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 37,961 1,731,000 SH   OTR 1 1,731,000 0 0
TESSERA TECHNOLOGIES, INC. COM 88164L100 15,922 673,800 SH   OTR 1 673,800 0 0
UNWIRED PLANET INC NEW COM 91531F103 10,297 4,745,107 SH   OTR 1 4,745,107 0 0
WEBMD HEALTH CORP. COM 94770V102 70,844 1,711,200 SH   OTR 1 1,711,200 0 0
YAHOO INC COM 984332106 50,906 1,418,000 SH   OTR 1 1,418,000 0 0
FREESCALE SEMICONDUCTOR LTD SHS G3727Q101 56,704 2,323,000 SH   OTR 1 2,323,000 0 0
KOFAX LIMITED COM USD G5307C105 867 100,000 SH   OTR 1 100,000 0 0
TECNOGLASS INC SHS G87264100 1,055 100,000 SH   OTR 1 100,000 0 0
ALLOT COMMUNICATIONS LTD. SHS M0854Q105 21,428 1,592,000 SH   OTR 1 1,592,000 0 0
PERION NETWORK LTD SHS M78673106 1,028 93,000 SH   OTR 1 93,000 0 0
NXP SEMICONDUCTORS N.V. COM N6596X109 13,056 222,000 SH   OTR 1 222,000 0 0