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 |
21VIANET GROUP INC | SPONSORED ADR | 90138A103 | 9,064 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
51JOB INC | SP ADR REP COM | 316827104 | 2,228 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
8X8 INC NEW | COM | 282914100 | 2,472 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ACTIVE NETWORK INC | COM | 00506D100 | 7,721 | 1,020,000 | SH | SOLE | 1,020,000 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 8,201 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 3,965 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
APPLE INC | CALL | 037833900 | 10,032 | 25,300 | SH | Call | SOLE | 25,300 | 0 | 0 | |
CBS CORP NEW | CL B | 124857202 | 7,331 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 4,954 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CONCUR TECHNOLOGIES INC | COM | 206708109 | 2,441 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 1,299 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
CROWN CASTLE INTL CORP | COM | 228227104 | 6,877 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
EBAY INC | COM | 278642103 | 5,948 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
E-COMMERCE CHINA DANGDANG IN | SPN ADS COM A | 26833A105 | 655 | 94,325 | SH | SOLE | 94,325 | 0 | 0 | ||
EQUINIX INC | COM NEW | 29444U502 | 2,309 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
GOOGLE INC | CL A | 38259P508 | 3,521 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
GROUPON INC | COM CL A | 399473107 | 4,703 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
LAMAR ADVERTISING CO | CL A | 512815101 | 12,149 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 6,798 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | CL A | 531229102 | 5,704 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
LINKEDIN CORP | COM CL A | 53578A108 | 7,132 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 4,318 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
NETSUITE INC | COM | 64118Q107 | 4,587 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 3,057 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
PRICELINE COM INC | COM NEW | 741503403 | 6,613 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 2,183 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 16,160 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
QUALYS INC | COM | 74758T303 | 1,356 | 84,100 | SH | SOLE | 84,100 | 0 | 0 | ||
RESEARCH IN MOTION LTD | COM | 760975102 | 1,046 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 7,412 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 2,423 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
SIRIUS XM RADIO INC | COM | 82967N108 | 10,385 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
SOUFUN HLDGS LTD | ADR | 836034108 | 15,388 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 1,826 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 6,409 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
XOOM CORP | COM | 98419Q101 | 4,469 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
YAHOO INC | COM | 984332106 | 12,565 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
YY INC | ADS REPCOM CLA | 98426T106 | 18,244 | 680,000 | SH | SOLE | 680,000 | 0 | 0 |