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
ADOBE SYS INC COM 00724F101 10,644 161,914 SH   SOLE   161,914 0 0
ADOBE SYS INC COM 00724F101 76,893 1,169,659 SH   DFND 1 1,169,659 0 0
AMAZON COM INC COM 023135106 12,382 36,810 SH   SOLE   36,810 0 0
AMAZON COM INC COM 023135106 84,624 251,584 SH   DFND 1 251,584 0 0
AMERICAN TOWER CORP NEW COM 03027X100 22,504 274,880 SH   SOLE   274,880 0 0
AMERICAN TOWER CORP NEW COM 03027X100 200,136 2,444,553 SH   DFND 1 2,444,553 0 0
APPLE INC COM 037833100 12,346 23,001 SH   SOLE   23,001 0 0
APPLE INC COM 037833100 109,596 204,189 SH   DFND 1 204,189 0 0
ATMEL CORP COM 049513104 5,551 664,000 SH   DFND 1 664,000 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 30,050 466,543 SH   SOLE   466,543 0 0
AVAGO TECHNOLOGIES LTD SHS Y0486S104 166,948 2,591,955 SH   DFND 1 2,591,955 0 0
BAIDU INC SPON ADR REP A 056752108 68,364 448,964 SH   SOLE   448,964 0 0
BAIDU INC SPON ADR REP A 056752108 366,179 2,404,799 SH   DFND 1 2,404,799 0 0
CBS CORP NEW CL B 124857202 58,668 949,323 SH   SOLE   949,323 0 0
CBS CORP NEW CL B 124857202 359,005 5,809,144 SH   DFND 1 5,809,144 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 17,198 139,591 SH   SOLE   139,591 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 152,869 1,240,820 SH   DFND 1 1,240,820 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 40,008 793,490 SH   SOLE   793,490 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 142,276 2,821,809 SH   DFND 1 2,821,809 0 0
FACEBOOK INC CL A 30303M102 66,112 1,097,473 SH   SOLE   1,097,473 0 0
FACEBOOK INC CL A 30303M102 314,412 5,219,328 SH   DFND 1 5,219,328 0 0
FUSION-IO INC COM 36112J107 5,365 510,000 SH   DFND 1 510,000 0 0
GOOGLE INC CL A 38259P508 12,450 11,171 SH   SOLE   11,171 0 0
GOOGLE INC CL A 38259P508 110,459 99,110 SH   DFND 1 99,110 0 0
HAIN CELESTIAL GROUP INC COM 405217100 32,151 351,649 SH   SOLE   351,649 0 0
HAIN CELESTIAL GROUP INC COM 405217100 168,011 1,837,596 SH   DFND 1 1,837,596 0 0
JOY GLOBAL INC COM 481165108 23,200 400,000 SH   DFND 1 400,000 0 0
KATE SPADE & CO COM 485865109 6,707 180,833 SH   SOLE   180,833 0 0
KEURIG GREEN MTN INC COM 49271M100 37,076 351,135 SH   SOLE   351,135 0 0
KEURIG GREEN MTN INC COM 49271M100 155,545 1,473,104 SH   DFND 1 1,473,104 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 14,585 350,591 SH   SOLE   350,591 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 91,873 2,208,488 SH   DFND 1 2,208,488 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 13,230 324,989 SH   SOLE   324,989 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 155,022 3,807,970 SH   DFND 1 3,807,970 0 0
LINKEDIN CORP COM CL A 53578A108 53,061 286,911 SH   SOLE   286,911 0 0
LINKEDIN CORP COM CL A 53578A108 220,960 1,194,768 SH   DFND 1 1,194,768 0 0
MICRON TECHNOLOGY INC COM 595112103 46,769 1,976,713 SH   SOLE   1,976,713 0 0
MICRON TECHNOLOGY INC COM 595112103 235,101 9,936,652 SH   DFND 1 9,936,652 0 0
MOLYCORP INC DEL COM 608753109 5,229 1,114,900 SH   DFND 1 1,114,900 0 0
NETFLIX INC COM 64110L106 93,404 265,330 SH   SOLE   265,330 0 0
NETFLIX INC COM 64110L106 450,207 1,278,888 SH   DFND 1 1,278,888 0 0
NII HLDGS INC CL B NEW 62913F201 855 718,233 SH   DFND 1 718,233 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 7,984 465,000 SH   DFND 1 465,000 0 0
NUTRI SYS INC NEW COM 67069D108 9,568 634,885 SH   DFND 1 634,885 0 0
PANDORA MEDIA INC COM 698354107 21,576 711,617 SH   SOLE   711,617 0 0
PANDORA MEDIA INC COM 698354107 110,576 3,646,974 SH   DFND 1 3,646,974 0 0
PRICELINE COM INC COM NEW 741503403 26,099 21,897 SH   SOLE   21,897 0 0
PRICELINE COM INC COM NEW 741503403 153,550 128,829 SH   DFND 1 128,829 0 0
QUINSTREET INC COM 74874Q100 302 45,499 SH   DFND 1 45,499 0 0
SIRIUS XM HLDGS INC COM 82968B103 35,978 11,243,022 SH   DFND 1 11,243,022 0 0
SUPERVALU INC COM 868536103 7,191 1,051,300 SH   DFND 1 1,051,300 0 0
TIME WARNER INC COM NEW 887317303 29,845 456,833 SH   SOLE   456,833 0 0
TIME WARNER INC COM NEW 887317303 277,003 4,240,060 SH   DFND 1 4,240,060 0 0
TRIPADVISOR INC COM 896945201 15,452 170,574 SH   SOLE   170,574 0 0
TRIPADVISOR INC COM 896945201 54,986 606,979 SH   DFND 1 606,979 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 22,726 710,861 SH   SOLE   710,861 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 138,257 4,324,593 SH   DFND 1 4,324,593 0 0
WHOLE FOODS MKT INC COM 966837106 23,102 455,562 SH   SOLE   455,562 0 0
WHOLE FOODS MKT INC COM 966837106 128,135 2,526,813 SH   DFND 1 2,526,813 0 0
WORKDAY INC CL A 98138H101 4,380 47,903 SH   SOLE   47,903 0 0
YELP INC CL A 985817105 13,651 177,453 SH   SOLE   177,453 0 0
YELP INC CL A 985817105 62,513 812,602 SH   DFND 1 812,602 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 30,374 1,083,232 SH   SOLE   1,083,232 0 0
YOUKU TUDOU INC SPONSORED ADR 98742U100 119,490 4,261,430 SH   DFND 1 4,261,430 0 0
YY INC ADS REPCOM CLA 98426T106 29,578 387,345 SH   SOLE   387,345 0 0
YY INC ADS REPCOM CLA 98426T106 84,762 1,110,037 SH   DFND 1 1,110,037 0 0