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 |
| ADOBE SYS INC | COM | 00724F101 | 6,129 | 118,000 | SH | SOLE | 118,000 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 17,061 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| ALCATEL-LUCENT | SPONSORED ADR | 013904305 | 5,498 | 1,557,400 | SH | SOLE | 1,557,400 | 0 | 0 | ||
| BLACKBERRY LTD | COM | 09228F103 | 555 | 69,890 | SH | SOLE | 69,890 | 0 | 0 | ||
| BOYD GAMING CORP | COM | 103304101 | 61,351 | 4,335,736 | SH | SOLE | 4,335,736 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 109,610 | 1,987,130 | SH | SOLE | 1,987,130 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 13,644 | 602,100 | SH | SOLE | 602,100 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 16,878 | 374,100 | SH | SOLE | 374,100 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 34,020 | 755,841 | SH | SOLE | 755,841 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 78,705 | 1,220,419 | SH | SOLE | 1,220,419 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 82,914 | 451,480 | SH | SOLE | 451,480 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 48,164 | 929,621 | SH | SOLE | 929,621 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 82,880 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 16,586 | 150,563 | SH | SOLE | 150,563 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 83,912 | 95,800 | SH | SOLE | 95,800 | 0 | 0 | ||
| GROUPON INC | COM CL A | 399473107 | 56,731 | 5,060,274 | SH | SOLE | 5,060,274 | 0 | 0 | ||
| HOMEAWAY INC | COM | 43739Q100 | 86,869 | 3,106,903 | SH | SOLE | 3,106,903 | 0 | 0 | ||
| JIVE SOFTWARE INC | COM | 47760A108 | 9,597 | 767,762 | SH | SOLE | 767,762 | 0 | 0 | ||
| KAR AUCTION SVCS INC | COM | 48238T109 | 29,891 | 1,059,604 | SH | SOLE | 1,059,604 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 98,459 | 1,482,363 | SH | SOLE | 1,482,363 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 68,030 | 857,340 | SH | SOLE | 857,340 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 163,861 | 665,939 | SH | SOLE | 665,939 | 0 | 0 | ||
| LIONS GATE ENTMNT CORP | COM NEW | 535919203 | 11,047 | 315,176 | SH | SOLE | 315,176 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 13,703 | 738,713 | SH | SOLE | 738,713 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 134,149 | 2,310,134 | SH | SOLE | 2,310,134 | 0 | 0 | ||
| MARKETO INC | COM | 57063L107 | 4,318 | 135,436 | SH | SOLE | 135,436 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 214,857 | 6,750,148 | SH | SOLE | 6,750,148 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 35,621 | 115,200 | SH | SOLE | 115,200 | 0 | 0 | ||
| NEXSTAR BROADCASTING GROUP I | CL A | 65336K103 | 48,574 | 1,091,428 | SH | SOLE | 1,091,428 | 0 | 0 | ||
| OMNICOM GROUP INC | COM | 681919106 | 33,185 | 523,100 | SH | SOLE | 523,100 | 0 | 0 | ||
| OPENTABLE INC | COM | 68372A104 | 65,465 | 935,549 | SH | SOLE | 935,549 | 0 | 0 | ||
| ORANGE | SPONSORED ADR | 684060106 | 3,838 | 306,770 | SH | SOLE | 306,770 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 96,650 | 3,846,000 | SH | SOLE | 3,846,000 | 0 | 0 | ||
| PITNEY BOWES INC | COM | 724479100 | 6,821 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 67,114 | 66,387 | SH | SOLE | 66,387 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 34,664 | 416,633 | SH | SOLE | 416,633 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 37,012 | 713,000 | SH | SOLE | 713,000 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | CL A | 80874P109 | 9,589 | 593,002 | SH | SOLE | 593,002 | 0 | 0 | ||
| SINA CORP | ORD | G81477104 | 84,615 | 1,042,439 | SH | SOLE | 1,042,439 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 69,997 | 2,088,224 | SH | SOLE | 2,088,224 | 0 | 0 | ||
| SIRIUS XM RADIO INC | COM | 82967N108 | 46,834 | 12,086,300 | SH | SOLE | 12,086,300 | 0 | 0 | ||
| SODASTREAM INTERNATIONAL LTD | USD SHS | M9068E105 | 25,262 | 405,069 | SH | SOLE | 405,069 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 24,420 | 241,166 | SH | SOLE | 241,166 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 87,684 | 785,700 | SH | Call | SOLE | 785,700 | 0 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 281,604 | 2,523,331 | SH | SOLE | 2,523,331 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 100,602 | 1,528,670 | SH | SOLE | 1,528,670 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 82,626 | 3,181,590 | SH | SOLE | 3,181,590 | 0 | 0 | ||
| TOTAL SYS SVCS INC | COM | 891906109 | 5,295 | 179,971 | SH | SOLE | 179,971 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 158,817 | 4,739,378 | SH | SOLE | 4,739,378 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 75,907 | 397,213 | SH | SOLE | 397,213 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 17,103 | 211,329 | SH | SOLE | 211,329 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 149,966 | 4,521,145 | SH | SOLE | 4,521,145 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 18,181 | 499,214 | SH | SOLE | 499,214 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 71,451 | 1,079,641 | SH | SOLE | 1,079,641 | 0 | 0 | ||
| YOUKU TUDOU INC | SPONSORED ADR | 98742U100 | 27,300 | 996,351 | SH | SOLE | 996,351 | 0 | 0 | ||
| ZILLOW INC | CL A | 98954A107 | 62,968 | 746,911 | SH | SOLE | 746,911 | 0 | 0 | ||