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
21VIANET GROUP INC SPONSORED ADR 90138A103 8,889 296,600 SH   SOLE   296,600 0 0
ADOBE SYS INC COM 00724F101 42,967 593,800 SH   SOLE   593,800 0 0
AOL INC COM 00184X105 21,825 548,500 SH   SOLE   548,500 0 0
APPLE INC COM 037833100 799,198 8,600,000 SH Call SOLE   8,600,000 0 0
APPLIED MATLS INC COM 038222105 43,172 1,914,500 SH   SOLE   1,914,500 0 0
AUTODESK INC COM 052769106 33,839 600,200 SH   SOLE   600,200 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 21,405 297,000 SH   SOLE   297,000 0 0
BAIDU INC SPON ADR REP A 056752108 107,322 574,500 SH Call SOLE   574,500 0 0
BROADCOM CORP CL A 111320107 55,680 1,500,000 SH Call SOLE   1,500,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 21,418 1,224,600 SH   SOLE   1,224,600 0 0
CBS CORP NEW CL B 124857202 49,920 803,354 SH   SOLE   803,354 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 49,462 312,300 SH   SOLE   312,300 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 30,670 887,698 SH   SOLE   887,698 0 0
EXPEDIA INC DEL COM NEW 30212P303 67,781 860,600 SH Call SOLE   860,600 0 0
EXPEDIA INC DEL COM NEW 30212P303 31,748 403,100 SH   SOLE   403,100 0 0
FACEBOOK INC CL A 30303M102 248,973 3,700,000 SH Call SOLE   3,700,000 0 0
FACEBOOK INC CL A 30303M102 38,790 576,467 SH   SOLE   576,467 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 38,048 288,680 SH   SOLE   288,680 0 0
GOOGLE INC CL A 38259P508 38,539 65,916 SH   SOLE   65,916 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 38,338 1,117,391 SH   SOLE   1,117,391 0 0
HARMAN INTL INDS INC COM 413086109 38,686 360,100 SH   SOLE   360,100 0 0
HEWLETT PACKARD CO COM 428236103 107,776 3,200,000 SH Call SOLE   3,200,000 0 0
IAC INTERACTIVECORP COM PAR $.001 44919P508 21,932 316,800 SH   SOLE   316,800 0 0
INTEL CORP COM 458140100 231,750 7,500,000 SH Call SOLE   7,500,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 4,824 137,308 SH   SOLE   137,308 0 0
MICROSOFT CORP COM 594918104 108,420 2,600,000 SH Call SOLE   2,600,000 0 0
NETFLIX INC COM 64110L106 30,137 68,400 SH   SOLE   68,400 0 0
NOKIA CORP SPONSORED ADR 654902204 181,440 24,000,000 SH Call SOLE   24,000,000 0 0
NOKIA CORP SPONSORED ADR 654902204 28,166 3,725,711 SH   SOLE   3,725,711 0 0
NXP SEMICONDUCTORS N V COM N6596X109 40,480 611,663 SH   SOLE   611,663 0 0
ORACLE CORP COM 68389X105 58,769 1,450,000 SH Call SOLE   1,450,000 0 0
POLYCOM INC COM 73172K104 39,200 3,128,510 SH   SOLE   3,128,510 0 0
RACKSPACE HOSTING INC COM 750086100 28,729 853,500 SH   SOLE   853,500 0 0
SANDISK CORP COM 80004C101 36,655 351,000 SH   SOLE   351,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 31,978 683,592 SH   SOLE   683,592 0 0
SOLARCITY CORP COM 83416T100 11,296 160,000 SH Call SOLE   160,000 0 0
SOLARCITY CORP COM 83416T100 17,163 243,100 SH   SOLE   243,100 0 0
SUNEDISON INC COM 86732Y109 47,003 2,079,770 SH   SOLE   2,079,770 0 0
WEBMD HEALTH CORP COM 94770V102 22,715 470,300 SH   SOLE   470,300 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 48,001 583,100 SH   SOLE   583,100 0 0