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
ALLIANCE DATA SYSTEMS CORP COM 018581108 12,083 57,138 SH   SOLE   57,138 0 0
AMERICAN TOWER CORP NEW COM 03027X100 9,970 134,500 SH   SOLE   134,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 31,135 420,000 SH Call SOLE   420,000 0 0
AOL INC COM 00184X105 17,290 500,000 SH Call SOLE   500,000 0 0
APPLE INC COM 037833100 47,675 100,000 SH Call SOLE   100,000 0 0
BALLY TECHNOLOGIES INC COM 05874B107 11,988 166,366 SH   SOLE   166,366 0 0
BANKRATE INC DEL COM 06647F102 10,438 507,432 SH   SOLE   507,432 0 0
BOYD GAMING CORP COM 103304101 12,028 850,000 SH   SOLE   850,000 0 0
BRIGHTCOVE INC COM 10921T101 901 80,100 SH   SOLE   80,100 0 0
CBS CORP NEW CL B 124857202 38,612 700,000 SH Call SOLE   700,000 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 2,137 112,513 SH   SOLE   112,513 0 0
COMCAST CORP NEW CL A 20030N101 27,090 600,000 SH Call SOLE   600,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 12,478 213,561 SH   SOLE   213,561 0 0
DIGITALGLOBE INC COM NEW 25389M877 6,074 192,107 SH   SOLE   192,107 0 0
EBAY INC COM 278642103 39,053 700,000 SH Call SOLE   700,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 4,115 84,421 SH   SOLE   84,421 0 0
GOOGLE INC CL A 38259P508 10,511 12,000 SH   SOLE   12,000 0 0
GOOGLE INC CL A 38259P508 26,277 30,000 SH Call SOLE   30,000 0 0
LAS VEGAS SANDS CORP COM 517834107 12,650 190,450 SH   SOLE   190,450 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 19,838 250,000 SH Call SOLE   250,000 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 11,082 125,687 SH   SOLE   125,687 0 0
LINKEDIN CORP COM CL A 53578A108 3,445 14,000 SH   SOLE   14,000 0 0
LINKEDIN CORP COM CL A 53578A108 29,527 120,000 SH Call SOLE   120,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 7,154 350,000 SH   SOLE   350,000 0 0
NCR CORP NEW COM 62886E108 4,753 120,000 SH   SOLE   120,000 0 0
PERFECT WORLD CO LTD SPON ADR REP B 71372U104 262 13,155 SH   SOLE   13,155 0 0
PROLOGIS INC COM 74340W103 4,577 121,669 SH   SOLE   121,669 0 0
REALTY INCOME CORP COM 756109104 6,956 175,000 SH   SOLE   175,000 0 0
SINA CORP ORD G81477104 11,364 140,000 SH   SOLE   140,000 0 0
SOTHEBYS COM 835898107 13,725 279,364 SH   SOLE   279,364 0 0
SOUFUN HLDGS LTD ADR 836034108 6,087 117,868 SH   SOLE   117,868 0 0
STRATEGIC HOTELS & RESORTS I COM 86272T106 2,920 336,356 SH   SOLE   336,356 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 6,700 200,000 SH   SOLE   200,000 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 4,123 250,000 SH   SOLE   250,000 0 0
VAIL RESORTS INC COM 91879Q109 4,857 70,000 SH   SOLE   70,000 0 0
VIACOM INC NEW CL B 92553P201 41,790 500,000 SH Call SOLE   500,000 0 0
VISA INC COM CL A 92826C839 28,665 150,000 SH Call SOLE   150,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 9,068 148,728 SH   SOLE   148,728 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 6,707 110,000 SH Call SOLE   110,000 0 0
YY INC ADS REPCOM CLA 98426T106 4,210 90,000 SH   SOLE   90,000 0 0