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
Estimated average burden
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 103,003 4,954,464 SH   SOLE   4,954,464 0 0
ACXIOM CORP COM 005125109 8,851 534,795 SH   SOLE   534,795 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 99,469 1,663,359 SH   SOLE   1,663,359 0 0
AMAZON COM INC COM 023135106 76,801 238,186 SH   SOLE   238,186 0 0
APPLE INC COM 037833100 90,743 900,675 SH   SOLE   900,675 0 0
BAIDU INC SPON ADR REP A 056752108 133,789 613,064 SH   SOLE   613,064 0 0
CABLEVISION SYS CORP CL A NY CABLVS 12686C109 56,304 3,215,521 SH   SOLE   3,215,521 0 0
CBS CORP NEW CL B 124857202 312,000 5,831,777 SH   SOLE   5,831,777 0 0
CBS CORP NEW CL B 124857202 293,068 5,477,900 SH Call SOLE   5,477,900 0 0
COMCAST CORP NEW CL A 20030N101 107,560 2,000,000 SH   SOLE   2,000,000 0 0
COSTAR GROUP INC COM 22160N109 809 5,200 SH   SOLE   5,200 0 0
CRITEO S A SPONS ADS 226718104 13,888 412,730 SH   SOLE   412,730 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 235,987 4,157,637 SH   SOLE   4,157,637 0 0
DEMANDWARE INC COM 24802Y105 3,519 69,100 SH   SOLE   69,100 0 0
DISNEY WALT CO COM DISNEY 254687106 89,030 1,000,000 SH   SOLE   1,000,000 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 2,186 80,854 SH   SOLE   80,854 0 0
ELONG INC SPONSORED ADR 290138205 10,663 518,128 SH   SOLE   518,128 0 0
EXPEDIA INC DEL COM NEW 30212P303 104,277 1,190,100 SH   SOLE   1,190,100 0 0
FACEBOOK INC CL A 30303M102 343,752 4,349,085 SH   SOLE   4,349,085 0 0
FIREEYE INC COM 31816Q101 2,646 86,600 SH   SOLE   86,600 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 144,325 1,015,513 SH   SOLE   1,015,513 0 0
GARMIN LTD SHS H2906T109 5,607 107,856 SH   SOLE   107,856 0 0
GOGO INC COM 38046C109 10,449 619,727 SH   SOLE   619,727 0 0
GOOGLE INC CL A 38259P508 149,712 254,434 SH   SOLE   254,434 0 0
GROUPON INC COM CL A 399473107 96,080 14,383,287 SH   SOLE   14,383,287 0 0
HERTZ GLOBAL HOLDINGS INC COM 42805T105 195,677 7,706,835 SH   SOLE   7,706,835 0 0
HOMEAWAY INC COM 43739Q100 132,641 3,736,363 SH   SOLE   3,736,363 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 33,212 2,082,269 SH   SOLE   2,082,269 0 0
KING DIGITAL ENTMT PLC ORD SHS G5258J109 17,361 1,367,045 SH   SOLE   1,367,045 0 0
LAS VEGAS SANDS CORP COM 517834107 61,867 994,482 SH   SOLE   994,482 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 36,471 857,340 SH   SOLE   857,340 0 0
LINKEDIN CORP COM CL A 53578A108 41,916 201,724 SH   SOLE   201,724 0 0
MADISON SQUARE GARDEN CO CL A 55826P100 393,772 5,955,416 SH   SOLE   5,955,416 0 0
MELCO CROWN ENTMT LTD ADR 585464100 161,153 6,129,833 SH   SOLE   6,129,833 0 0
MERCADOLIBRE INC COM 58733R102 109,906 1,011,564 SH   SOLE   1,011,564 0 0
MICRON TECHNOLOGY INC COM 595112103 47,964 1,400,000 SH   SOLE   1,400,000 0 0
NETFLIX INC COM 64110L106 104,458 231,521 SH   SOLE   231,521 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 8,702 375,100 SH   SOLE   375,100 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 6,393 414,733 SH   SOLE   414,733 0 0
OUTERWALL INC COM 690070107 2,611 46,540 SH   SOLE   46,540 0 0
PALO ALTO NETWORKS INC COM 697435105 49,167 501,189 SH   SOLE   501,189 0 0
PANDORA MEDIA INC COM 698354107 111,670 4,622,110 SH   SOLE   4,622,110 0 0
PENNEY J C INC COM 708160106 8,895 885,967 SH   SOLE   885,967 0 0
PRICELINE GRP INC COM NEW 741503403 55,128 47,582 SH   SOLE   47,582 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 7,226 107,101 SH   SOLE   107,101 0 0
SANDISK CORP COM 80004C101 75,345 769,224 SH   SOLE   769,224 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 60,093 2,303,296 SH   SOLE   2,303,296 0 0
SOLARCITY CORP COM 83416T100 142,712 2,394,499 SH   SOLE   2,394,499 0 0
STARZ COM SER A 85571Q102 34,508 1,043,166 SH   SOLE   1,043,166 0 0
STRATASYS LTD SHS M85548101 169,520 1,403,544 SH   SOLE   1,403,544 0 0
SYNAPTICS INC COM 87157D109 10,695 146,100 SH   SOLE   146,100 0 0
TABLEAU SOFTWARE INC CL A 87336U105 4,418 60,807 SH   SOLE   60,807 0 0
TESLA MTRS INC COM 88160R101 230,249 948,778 SH   SOLE   948,778 0 0
T-MOBILE US INC COM 872590104 96,905 3,356,590 SH   SOLE   3,356,590 0 0
TRIPADVISOR INC COM 896945201 97,700 1,068,694 SH   SOLE   1,068,694 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 76,170 2,221,334 SH   SOLE   2,221,334 0 0
TWITTER INC COM 90184L102 513,838 9,961,966 SH   SOLE   9,961,966 0 0
YAHOO INC COM 984332106 360,775 8,853,369 SH   SOLE   8,853,369 0 0
YAHOO INC COM 984332106 128,513 3,153,700 SH Call SOLE   3,153,700 0 0
YELP INC CL A 985817105 52,517 769,483 SH   SOLE   769,483 0 0