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
APPLE INC COM 037833100 14,026 25,000 SH Call SOLE   25,000 0 0
INTEL CORP COM 458140100 45,421 1,750,000 SH Call SOLE   1,750,000 0 0
ISHARES U.S. REAL ES ETF 464287739 59,308 940,200 SH Call SOLE   940,200 0 0
QUALCOMM INC COM 747525103 78,705 1,060,000 SH Call SOLE   1,060,000 0 0
SANDISK CORP COM 80004C101 16,577 235,000 SH Call SOLE   235,000 0 0
TIME WARNER INC COM NEW 887317303 13,944 200,000 SH Call SOLE   200,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 141,173 3,950,000 SH Call SOLE   3,950,000 0 0
ADOBE SYS INC COM 00724F101 21,538 359,700 SH   SOLE   359,700 0 0
AUTODESK INC COM 052769106 27,982 556,100 SH   SOLE   556,100 0 0
BAIDU INC SPON ADR REP A 056752108 20,136 113,200 SH   SOLE   113,200 0 0
CBS CORP NEW CL B 124857202 19,565 306,954 SH   SOLE   306,954 0 0
CROWN CASTLE INTL CORP COM 228227104 15,392 209,610 SH   SOLE   209,610 0 0
COGENT COMM GROUP INC COM NEW 19239V302 19,803 490,055 SH   SOLE   490,055 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 10,476 76,600 SH   SOLE   76,600 0 0
DISH NETWORK CORP CL A 25470M109 28,277 488,200 SH   SOLE   488,200 0 0
EXPEDIA INC DEL COM NEW 30212P303 12,657 181,700 SH   SOLE   181,700 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 21,400 182,639 SH   SOLE   182,639 0 0
FLEETMATICS GROUP PLC COM G35569105 14,298 330,600 SH   SOLE   330,600 0 0
GOOGLE INC CL A 38259P508 27,957 24,946 SH   SOLE   24,946 0 0
HARMAN INTL INDS INC COM 413086109 17,802 217,500 SH   SOLE   217,500 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 22,957 334,400 SH   SOLE   334,400 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 14,169 159,200 SH   SOLE   159,200 0 0
NXP SEMICONDUCTORS N V COM N6596X109 18,705 407,252 SH   SOLE   407,252 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 15,885 451,656 SH   SOLE   451,656 0 0
PRICELINE COM INC COM NEW 741503403 18,133 15,600 SH   SOLE   15,600 0 0
SBA COMMUNICATIONS CORP COM 78388J106 20,300 225,956 SH   SOLE   225,956 0 0
SANDISK CORP COM 80004C101 15,900 225,400 SH   SOLE   225,400 0 0
T-MOBILE US INC COM 872590104 22,862 679,600 SH   SOLE   679,600 0 0
YANDEX N V SHS CLASS A N97284108 19,694 456,400 SH   SOLE   456,400 0 0