The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALASKA AIR GROUP INC | Com | 011659109 | 44,740 | 714,473 | SH | SOLE | 714,473 | 0 | 0 | ||
| ALLOT COMMUNICATIONS LTD | SHS | M0854Q105 | 881 | 69,722 | SH | SOLE | 69,722 | 0 | 0 | ||
| AMAZON COM INC | Com | 023135106 | 625 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| ANGIES LIST INC | Put | 034754101 | 507 | 1,000 | SH | Put | SOLE | 1,000 | 0 | 0 | |
| ARUBA NETWORKS INC | Com | 043176106 | 1,335 | 80,199 | SH | SOLE | 80,199 | 0 | 0 | ||
| AVIS BUDGET GROUP | Com | 053774105 | 45,159 | 1,566,393 | SH | SOLE | 1,566,393 | 0 | 0 | ||
| BOYD GAMING CORP | Com | 103304101 | 2,830 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CALLIDUS SOFTWARE INC | Com | 13123E500 | 1,109 | 120,947 | SH | SOLE | 120,947 | 0 | 0 | ||
| CHURCHILL DOWNS INC | Com | 171484108 | 1,151 | 13,301 | SH | SOLE | 13,301 | 0 | 0 | ||
| CTRIP COM INTL LTD | American Dep Shs | 22943F100 | 72,710 | 1,244,400 | SH | SOLE | 1,244,400 | 0 | 0 | ||
| DELTA AIR LINES INC DEL | Com New | 247361702 | 128,141 | 5,432,006 | SH | SOLE | 5,432,006 | 0 | 0 | ||
| DEMANDWARE INC | Com | 24802Y105 | 1,019 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| ELONG INC | Sponsored ADR | 290138205 | 1,422 | 80,915 | SH | SOLE | 80,915 | 0 | 0 | ||
| F5 NETWORKS INC | Com | 315616102 | 429 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| FACEBOOK INC | Cl A | 30303M102 | 56,894 | 1,132,445 | SH | SOLE | 1,132,445 | 0 | 0 | ||
| FINISAR CORP | Com New | 31787A507 | 3,854 | 170,300 | SH | SOLE | 170,300 | 0 | 0 | ||
| GROUPON INC | Com Cl A | 399473107 | 10,089 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| HAWAIIAN HOLDINGS INC | Com | 419879101 | 2,158 | 290,112 | SH | SOLE | 290,112 | 0 | 0 | ||
| HAWAIIAN HOLDINGS INC | Call | 419879101 | 1,075 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 | |
| HERTZ GLOBAL HOLDINGS INC | Com | 42805T105 | 20,755 | 936,592 | SH | SOLE | 936,592 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 1,112 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MICROS SYS INC | Com | 594901100 | 759 | 15,198 | SH | SOLE | 15,198 | 0 | 0 | ||
| NEONODE INC | Com New | 64051M402 | 1,339 | 208,632 | SH | SOLE | 208,632 | 0 | 0 | ||
| NQ MOBILE INC | ADR Repstg Cl A | 64118U108 | 9,947 | 456,496 | SH | SOLE | 456,496 | 0 | 0 | ||
| ORBITZ WORLDWIDE INC | Com | 68557K109 | 1,069 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| PRICELINE COM INC | Com New | 741503403 | 152,350 | 150,700 | SH | SOLE | 150,700 | 0 | 0 | ||
| QUALCOMM INC | Com | 747525103 | 1,684 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| REALPAGE INC | Com | 75606N109 | 3,242 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| RED HAT INC | Com | 756577102 | 4,012 | 86,952 | SH | SOLE | 86,952 | 0 | 0 | ||
| ROYAL CARIBBEAN CRUISES LTD | Com | V7780T103 | 72,200 | 1,886,110 | SH | SOLE | 1,886,110 | 0 | 0 | ||
| SPIRIT AIRLS INC | Com | 848577102 | 3,427 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TANGOE INC | Com | 87582Y108 | 3,319 | 139,106 | SH | SOLE | 139,106 | 0 | 0 | ||
| UNITED CONTINENTAL HOLDINGS | Com | 910047109 | 88,928 | 2,895,745 | SH | SOLE | 2,895,745 | 0 | 0 | ||
| US AIRWAYS GROUP INC | Com | 90341W108 | 14,280 | 753,148 | SH | SOLE | 753,148 | 0 | 0 | ||
| YANDEX NV | SHS Class A | N97284108 | 2,185 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||