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 | 5,971 | 90,835 | SH | SOLE | 90,835 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 21,247 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| ANGIES LIST INC | COM | 034754101 | 45,097 | 3,702,509 | SH | SOLE | 3,702,509 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 9,661 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 335,246 | 5,424,700 | SH | Call | SOLE | 5,424,700 | 0 | 0 | |
| CBS CORP NEW | CL B | 124857202 | 351,467 | 5,687,171 | SH | SOLE | 5,687,171 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 140,083 | 2,799,415 | SH | SOLE | 2,799,415 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 97,719 | 1,220,419 | SH | SOLE | 1,220,419 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 20,494 | 371,000 | SH | SOLE | 371,000 | 0 | 0 | ||
| EQUINIX INC | COM NEW | 29444U502 | 6,380 | 34,519 | SH | SOLE | 34,519 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 55,955 | 771,797 | SH | SOLE | 771,797 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 261,989 | 4,349,085 | SH | SOLE | 4,349,085 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 116,886 | 1,015,513 | SH | SOLE | 1,015,513 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 154,223 | 138,377 | SH | SOLE | 138,377 | 0 | 0 | ||
| GROUPON INC | COM CL A | 399473107 | 22,472 | 2,866,300 | SH | SOLE | 2,866,300 | 0 | 0 | ||
| HERTZ GLOBAL HOLDINGS INC | COM | 42805T105 | 852 | 31,989 | SH | SOLE | 31,989 | 0 | 0 | ||
| HOMEAWAY INC | COM | 43739Q100 | 131,029 | 3,478,338 | SH | SOLE | 3,478,338 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 81,054 | 1,135,371 | SH | SOLE | 1,135,371 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 80,334 | 994,482 | SH | SOLE | 994,482 | 0 | 0 | ||
| LG DISPLAY CO LTD | SPONS ADR REP | 50186V102 | 4,160 | 332,800 | SH | SOLE | 332,800 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 35,665 | 857,340 | SH | SOLE | 857,340 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 34,902 | 857,340 | SH | SOLE | 857,340 | 0 | 0 | ||
| LIFELOCK INC | COM | 53224V100 | 7,677 | 448,704 | SH | SOLE | 448,704 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 37,307 | 201,724 | SH | SOLE | 201,724 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 20,317 | 934,133 | SH | SOLE | 934,133 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 157,739 | 2,778,071 | SH | SOLE | 2,778,071 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 250,677 | 6,485,833 | SH | SOLE | 6,485,833 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 25,813 | 325,425 | SH | SOLE | 325,425 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 81,502 | 231,521 | SH | SOLE | 231,521 | 0 | 0 | ||
| OPENTABLE INC | COM | 68372A104 | 61,744 | 802,598 | SH | SOLE | 802,598 | 0 | 0 | ||
| OUTERWALL INC | COM | 690070107 | 12,365 | 170,550 | SH | SOLE | 170,550 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 140,142 | 4,622,110 | SH | SOLE | 4,622,110 | 0 | 0 | ||
| PRICELINE COM INC | COM NEW | 741503403 | 16,329 | 13,700 | SH | SOLE | 13,700 | 0 | 0 | ||
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 110,564 | 1,110,302 | SH | SOLE | 1,110,302 | 0 | 0 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 18,158 | 553,248 | SH | SOLE | 553,248 | 0 | 0 | ||
| SCIENTIFIC GAMES CORP | CL A | 80874P109 | 6,244 | 454,790 | SH | SOLE | 454,790 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 49,909 | 832,922 | SH | SOLE | 832,922 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 62,396 | 2,303,296 | SH | SOLE | 2,303,296 | 0 | 0 | ||
| SIRIUS XM HLDGS INC | COM | 82968B103 | 38,676 | 12,086,300 | SH | SOLE | 12,086,300 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 149,944 | 2,394,499 | SH | SOLE | 2,394,499 | 0 | 0 | ||
| STARZ | COM SER A | 85571Q102 | 5,116 | 158,496 | SH | SOLE | 158,496 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 110,868 | 3,356,590 | SH | SOLE | 3,356,590 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 197,773 | 948,778 | SH | SOLE | 948,778 | 0 | 0 | ||
| TIME WARNER CABLE INC | COM | 88732J207 | 53,596 | 390,700 | SH | Call | SOLE | 390,700 | 0 | 0 | |
| TIME WARNER CABLE INC | COM | 88732J207 | 323,442 | 2,357,792 | SH | SOLE | 2,357,792 | 0 | 0 | ||
| TIME WARNER INC | COM NEW | 887317303 | 99,868 | 1,528,670 | SH | SOLE | 1,528,670 | 0 | 0 | ||
| TRULIA INC | COM | 897888103 | 27,541 | 829,553 | SH | SOLE | 829,553 | 0 | 0 | ||
| TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 71,016 | 2,221,334 | SH | SOLE | 2,221,334 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 63,261 | 1,355,500 | SH | SOLE | 1,355,500 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 30,735 | 205,864 | SH | SOLE | 205,864 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 15,884 | 383,660 | SH | SOLE | 383,660 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 28,158 | 974,986 | SH | SOLE | 974,986 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 31,915 | 143,666 | SH | SOLE | 143,666 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 111,290 | 3,100,000 | SH | Call | SOLE | 3,100,000 | 0 | 0 | |
| YAHOO INC | COM | 984332106 | 275,272 | 7,667,749 | SH | SOLE | 7,667,749 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 59,196 | 769,483 | SH | SOLE | 769,483 | 0 | 0 | ||