The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ALTERA CORP | COM | 021441100 | 25,727 | 710,000 | SH | Call | SOLE | 710,000 | 0 | 0 | |
BROADCOM CORP | CL A | 111320107 | 25,176 | 800,000 | SH | Call | SOLE | 800,000 | 0 | 0 | |
CBS CORP NEW | CL B | 124857202 | 43,260 | 700,000 | SH | Call | SOLE | 700,000 | 0 | 0 | |
E M C CORP MASS | COM | 268648102 | 112,381 | 4,100,000 | SH | Call | SOLE | 4,100,000 | 0 | 0 | |
F5 NETWORKS INC | COM | 315616102 | 15,994 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
HEWLETT PACKARD CO | COM | 428236103 | 8,090 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
INTEL CORP | COM | 458140100 | 232,326 | 9,000,000 | SH | Call | SOLE | 9,000,000 | 0 | 0 | |
ISHARES | RUSSELL 2000 ETF | 464287655 | 232,680 | 2,000,000 | SH | Put | SOLE | 2,000,000 | 0 | 0 | |
MARKET VECTORS ETF TR | SEMICONDUCTOR | 57060U233 | 86,659 | 1,900,000 | SH | Call | SOLE | 1,900,000 | 0 | 0 | |
MAXIM INTEGRATED PRODS INC | COM | 57772K101 | 10,598 | 320,000 | SH | Call | SOLE | 320,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 49,188 | 1,200,000 | SH | Call | SOLE | 1,200,000 | 0 | 0 | |
NOKIA CORP | SPONSORED ADR | 654902204 | 11,744 | 1,600,000 | SH | Call | SOLE | 1,600,000 | 0 | 0 | |
RED HAT INC | COM | 756577102 | 10,734 | 202,600 | SH | Call | SOLE | 202,600 | 0 | 0 | |
RIVERBED TECHNOLOGY INC | COM | 768573107 | 11,826 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 10,965 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
TIME WARNER INC | COM NEW | 887317303 | 110,408 | 1,690,000 | SH | Call | SOLE | 1,690,000 | 0 | 0 | |
TWENTY FIRST CENTY FOX INC | CL A | 90130A101 | 60,104 | 1,880,000 | SH | Call | SOLE | 1,880,000 | 0 | 0 | |
VMWARE INC | CL A COM | 928563402 | 23,764 | 220,000 | SH | Call | SOLE | 220,000 | 0 | 0 | |
ADOBE SYS INC | COM | 00724F101 | 36,683 | 558,000 | SH | SOLE | 558,000 | 0 | 0 | ||
AOL INC | COM | 00184X105 | 22,213 | 507,500 | SH | SOLE | 507,500 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 36,831 | 748,900 | SH | SOLE | 748,900 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 29,266 | 192,200 | SH | SOLE | 192,200 | 0 | 0 | ||
CBS CORP NEW | CL B | 124857202 | 39,673 | 641,954 | SH | SOLE | 641,954 | 0 | 0 | ||
COGENT COMM GROUP INC | COM NEW | 19239V302 | 29,561 | 832,011 | SH | SOLE | 832,011 | 0 | 0 | ||
DISH NETWORK CORP | CL A | 25470M109 | 36,443 | 585,800 | SH | SOLE | 585,800 | 0 | 0 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 32,712 | 451,200 | SH | SOLE | 451,200 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 39,150 | 649,900 | SH | SOLE | 649,900 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 29,401 | 255,439 | SH | SOLE | 255,439 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 39,616 | 35,546 | SH | SOLE | 35,546 | 0 | 0 | ||
HARMAN INTL INDS INC | COM | 413086109 | 36,527 | 343,300 | SH | SOLE | 343,300 | 0 | 0 | ||
IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 28,899 | 404,800 | SH | SOLE | 404,800 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 32,827 | 789,100 | SH | SOLE | 789,100 | 0 | 0 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 17,759 | 2,419,422 | SH | SOLE | 2,419,422 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 36,924 | 627,852 | SH | SOLE | 627,852 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 22,286 | 735,033 | SH | SOLE | 735,033 | 0 | 0 | ||
POLYCOM INC | COM | 73172K104 | 38,981 | 2,841,210 | SH | SOLE | 2,841,210 | 0 | 0 | ||
SANDISK CORP | COM | 80004C101 | 32,590 | 401,400 | SH | SOLE | 401,400 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 39,263 | 431,656 | SH | SOLE | 431,656 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG BV | SHS | N7902X106 | 21,776 | 510,700 | SH | SOLE | 510,700 | 0 | 0 | ||
SUNEDISON INC | COM | 86732Y109 | 32,246 | 1,711,563 | SH | SOLE | 1,711,563 | 0 | 0 |