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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 29,747 | 963,000 | SH | OTR | 1 | 963,000 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 15,836 | 180,000 | SH | OTR | 1 | 180,000 | 0 | 0 | |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 17,475 | 845,000 | SH | OTR | 1 | 845,000 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 13,716 | 78,000 | SH | OTR | 1 | 78,000 | 0 | 0 | |
| DEMAND MEDIA INC | COM NEW | 24802N208 | 177 | 42,400 | SH | OTR | 1 | 42,400 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 15,311 | 230,000 | SH | OTR | 1 | 230,000 | 0 | 0 | |
| EXPEDIA INC DEL | COM NEW | 30212P303 | 18,829 | 160,000 | SH | OTR | 1 | 160,000 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 22,981 | 36,000 | SH | OTR | 1 | 36,000 | 0 | 0 | |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 29,489 | 3,700,000 | SH | OTR | 1 | 3,700,000 | 0 | 0 | |
| HYDRA INDS ACQUISITION CORP | RIGHT 99/99/9999 | 448740126 | 108 | 300,000 | SH | OTR | 1 | 300,000 | 0 | 0 | |
| HYDRA INDS ACQUISITION CORP | W EXP 10/20/202 | 448740118 | 87 | 300,000 | SH | OTR | 1 | 300,000 | 0 | 0 | |
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 34,913 | 534,900 | SH | OTR | 1 | 534,900 | 0 | 0 | |
| IMMERSION CORP | COM | 452521107 | 29,198 | 2,600,000 | SH | OTR | 1 | 2,600,000 | 0 | 0 | |
| INTERDIGITAL INC | COM | 45867G101 | 44,781 | 885,000 | SH | OTR | 1 | 885,000 | 0 | 0 | |
| LIVEPERSON INC | COM | 538146101 | 4,158 | 550,000 | SH | OTR | 1 | 550,000 | 0 | 0 | |
| LORAL SPACE & COMMUNICATNS I | COM | 543881106 | 39,652 | 842,218 | SH | OTR | 1 | 842,218 | 0 | 0 | |
| LUMOS NETWORKS CORP | COM | 550283105 | 8,208 | 675,000 | SH | OTR | 1 | 675,000 | 0 | 0 | |
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 13,575 | 1,500,000 | SH | OTR | 1 | 1,500,000 | 0 | 0 | |
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 18,567 | 491,333 | SH | OTR | 1 | 491,333 | 0 | 0 | |
| MKS INSTRUMENT INC | COM | 55306N104 | 23,887 | 712,408 | SH | OTR | 1 | 712,408 | 0 | 0 | |
| NOKIA CORP | SPONSORED ADR | 654902204 | 8,475 | 1,250,000 | SH | OTR | 1 | 1,250,000 | 0 | 0 | |
| PDF SOLUTIONS INC | COM | 693282105 | 10,378 | 1,037,843 | SH | OTR | 1 | 1,037,843 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 1,738 | 23,489 | SH | OTR | 1 | 23,489 | 0 | 0 | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 28,730 | 1,000,000 | SH | OTR | 1 | 1,000,000 | 0 | 0 | |
| TESSERA TECHNOLOGIES INC | COM | 88164L100 | 30,887 | 953,000 | SH | OTR | 1 | 953,000 | 0 | 0 | |
| TOWNSQUARE MEDIA INC | CL A | 892231101 | 1,417 | 145,000 | SH | OTR | 1 | 145,000 | 0 | 0 | |
| TREMOR VIDEO INC | COM | 89484Q100 | 1,375 | 739,117 | SH | OTR | 1 | 739,117 | 0 | 0 | |
| UNWIRED PLANET INC NEW | COM | 91531F103 | 3,808 | 5,252,000 | SH | OTR | 1 | 5,252,000 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 7,012 | 200,000 | SH | OTR | 1 | 200,000 | 0 | 0 | |
| WEBMD HEALTH CORP | COM | 94770V102 | 53,784 | 1,350,000 | SH | OTR | 1 | 1,350,000 | 0 | 0 | |
| XO GROUP INC | COM | 983772104 | 9,949 | 704,081 | SH | OTR | 1 | 704,081 | 0 | 0 | |