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
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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
ADEPT TECHNOLOGY, INC COMMON STOCKS 006854202 972 135,100 SH   SOLE   135,100 0 0
Alliance Data Systems COMMON STOCKS 018581108 27,077 128,040 SH   SOLE   128,040 0 0
Amazon.com COMMON STOCKS 023135106 32,346 103,460 SH   SOLE   103,460 0 0
AMC Networks CL A 00164V103 14,906 217,600 SH   SOLE   217,600 0 0
Avago Technologies Ltd. COMMON STOCKS Y0486S104 25,920 601,674 SH   SOLE   601,674 0 0
CARBONITE COMMON STOCKS 141337105 28,436 2,085,377 SH   SOLE   2,085,377 0 0
ChannelAdvisor Corp COMMON STOCKS 159179100 4,122 112,523 SH   SOLE   112,523 0 0
Citrix Systems COMMON STOCKS 177376100 11,502 162,889 SH   SOLE   162,889 0 0
Cornerstone OnDemand Inc COMMON STOCKS 21925Y103 24,126 469,019 SH   SOLE   469,019 0 0
Digitalglobe COMMON STOCKS 25389M877 4,677 147,926 SH   SOLE   147,926 0 0
eBay COMMON STOCKS 278642103 11,187 200,500 SH   SOLE   200,500 0 0
eHealth COMMON STOCKS 28238P109 1,526 47,300 SH   SOLE   47,300 0 0
Equinix COMMON STOCKS 29444U502 3,673 20,000 SH   SOLE   20,000 0 0
Evertec Inc COMMON STOCKS 30040P103 11,223 505,300 SH   SOLE   505,300 0 0
EQUINIX, INC. COMMON STOCKS 29444U502 11,252 61,262 SH   SOLE   61,262 0 0
Exar Corporation COMMON STOCKS 300645108 6,106 455,349 SH   SOLE   455,349 0 0
Facebook CL A 30303M102 41,565 827,500 SH   SOLE   827,500 0 0
Fireeye COMMON STOCKS 31816Q101 415 10,000 SH   SOLE   10,000 0 0
Formfactor COMMON STOCKS 346375108 4,419 644,212 SH   SOLE   644,212 0 0
Fusion io Inc COMMON STOCKS 36112J107 55 4,110 SH   SOLE   4,110 0 0
Gentherm Inc COMMON STOCKS 37253A103 2,621 137,300 SH   SOLE   137,300 0 0
HSN INC COMMON STOCKS 404303109 11,540 215,223 SH   SOLE   215,223 0 0
Infoblox COMMON STOCKS 45672H104 61 1,460 SH   SOLE   1,460 0 0
InterXion SHS N47279109 21,755 978,211 SH   SOLE   978,211 0 0
InvenSense COMMON STOCKS 46123D205 5,556 315,300 SH   SOLE   315,300 0 0
Jive Software COMMON STOCKS 47760A108 5,567 445,376 SH   SOLE   445,376 0 0
Lam Research COMMON STOCKS 512807108 3,820 74,600 SH   SOLE   74,600 0 0
Lifelock COMMON STOCKS 53224V100 28,521 1,923,229 SH   SOLE   1,923,229 0 0
LinkedIn COM CL A 53578A108 33,371 135,620 SH   SOLE   135,620 0 0
MARIN SOFTWARE COMMON STOCKS 56804T106 24,270 1,933,797 SH   SOLE   1,933,797 0 0
Mastercard CL A 57636Q104 6,755 10,040 SH   SOLE   10,040 0 0
Nordstrom COMMON STOCKS 655664100 21,445 381,580 SH   SOLE   381,580 0 0
Pactera Technology International Ltd SPONSORED ADR 695255109 3,637 617,551 SH   SOLE   617,551 0 0
Palo Alto Networks Inc. COMMON STOCKS 697435105 57 1,250 SH   SOLE   1,250 0 0
PANDORA COMMON STOCKS 698354107 597,425 23,773,418 SH   SOLE   23,773,418 0 0
Priceline.com COMMON NEW 741503403 29,722 29,400 SH   SOLE   29,400 0 0
Qlik Technologies COMMON NEW 74733T105 10,625 310,400 SH   SOLE   310,400 0 0
Qualcomm COMMON STOCKS 747525103 16,372 243,200 SH   SOLE   243,200 0 0
RDA Microelectronics SPONSORED ADR 749394102 5,777 377,804 SH   SOLE   377,804 0 0
Responsys COMMON STOCKS 761248103 3,427 207,462 SH   SOLE   207,462 0 0
Retailmenot Inc COMMON SER 1 76132B106 4,571 128,500 SH   SOLE   128,500 0 0
Salesforce.com COMMON STOCKS 79466L302 36,273 698,776 SH   SOLE   698,776 0 0
ShoreTel COMMON STOCKS 825211105 42 6,950 SH   SOLE   6,950 0 0
Shutterfly COMMON STOCKS 82568P304 20,620 369,011 SH   SOLE   369,011 0 0
Sina Corp. ORD G81477104 24,773 305,200 SH   SOLE   305,200 0 0
Splunk COMMON STOCKS 848637104 17,700 294,800 SH   SOLE   294,800 0 0
Teradata Corp. COMMON STOCKS 88076W103 21,587 389,381 SH   SOLE   389,381 0 0
Vantiv Inc. CL A 92210H105 11,730 419,831 SH   SOLE   419,831 0 0
Verisk Analytics CL A 92345Y106 13,343 205,400 SH   SOLE   205,400 0 0
Visa COM CL A 92826C839 31,765 166,220 SH   SOLE   166,220 0 0
Vocera Communications COMMON STOCKS 92857F107 5,286 284,195 SH   SOLE   284,195 0 0
Wet Seal Inc. CL A 961840105 1,739 442,600 SH   SOLE   442,600 0 0