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 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 33,150 | 526,520 | SH | SOLE | 526,520 | 0 | 0 | ||
| ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 72,816 | 254,557 | SH | SOLE | 254,557 | 0 | 0 | ||
| AOL INC | COM | 00184X105 | 4,942 | 107,029 | SH | SOLE | 107,029 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 64,236 | 581,952 | SH | SOLE | 581,952 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 16,094 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 61,597 | 270,200 | SH | SOLE | 270,200 | 0 | 0 | ||
| CABLEVISION SYS CORP | CL A NY CABLVS | 12686C109 | 66,368 | 3,215,521 | SH | SOLE | 3,215,521 | 0 | 0 | ||
| CBS CORP NEW | CL B | 124857202 | 38,940 | 703,650 | SH | SOLE | 703,650 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 29,104 | 158,494 | SH | SOLE | 158,494 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 265,808 | 5,841,937 | SH | SOLE | 5,841,937 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 26,778 | 367,373 | SH | SOLE | 367,373 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 67,301 | 862,610 | SH | SOLE | 862,610 | 0 | 0 | ||
| FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 7,444 | 50,055 | SH | SOLE | 50,055 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 7,178 | 153,500 | SH | SOLE | 153,500 | 0 | 0 | ||
| GOGO INC | COM | 38046C109 | 2,588 | 156,585 | SH | SOLE | 156,585 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 63,017 | 118,752 | SH | SOLE | 118,752 | 0 | 0 | ||
| HOMEAWAY INC | COM | 43739Q100 | 4,159 | 139,662 | SH | SOLE | 139,662 | 0 | 0 | ||
| INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 14,110 | 719,911 | SH | SOLE | 719,911 | 0 | 0 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 88,038 | 1,753,580 | SH | SOLE | 1,753,580 | 0 | 0 | ||
| LINKEDIN CORP | COM CL A | 53578A108 | 46,338 | 201,724 | SH | SOLE | 201,724 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO | CL A | 55826P100 | 419,434 | 5,573,128 | SH | SOLE | 5,573,128 | 0 | 0 | ||
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 30,822 | 1,213,450 | SH | SOLE | 1,213,450 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 33,398 | 261,600 | SH | SOLE | 261,600 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 21,006 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 88,347 | 258,619 | SH | SOLE | 258,619 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 7,240 | 254,661 | SH | SOLE | 254,661 | 0 | 0 | ||
| RACKSPACE HOSTING INC | COM | 750086100 | 36,301 | 775,490 | SH | SOLE | 775,490 | 0 | 0 | ||
| RENTRAK CORP | COM | 760174102 | 1,177 | 16,158 | SH | SOLE | 16,158 | 0 | 0 | ||
| RF MICRODEVICES INC | COM | 749941100 | 16,043 | 967,000 | SH | SOLE | 967,000 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 21,819 | 797,473 | SH | SOLE | 797,473 | 0 | 0 | ||
| SOLARCITY CORP | COM | 83416T100 | 16,846 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| STRATASYS LTD | SHS | M85548101 | 8,227 | 98,992 | SH | SOLE | 98,992 | 0 | 0 | ||
| SUNEDISON INC | COM | 86732Y109 | 11,706 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TESLA MTRS INC | COM | 88160R101 | 152,230 | 684,456 | SH | SOLE | 684,456 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 260,503 | 7,262,421 | SH | SOLE | 7,262,421 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 345,101 | 6,832,324 | SH | SOLE | 6,832,324 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 159,293 | 3,153,700 | SH | Call | SOLE | 3,153,700 | 0 | 0 | |