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 40,021 608,782 SH   SOLE 0 608,782 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 49,587 851,866 SH   SOLE 0 851,866 0 0
AMAZON COM INC COM 023135106 162,909 484,100 SH Call SOLE 0 484,100 0 0
AOL INC COM 00184X105 106,839 2,440,925 SH   SOLE 0 2,440,925 0 0
AOL INC COM 00184X105 36,364 830,800 SH Call SOLE 0 830,800 0 0
AUTODESK INC COM 052769106 65,299 1,327,748 SH   SOLE 0 1,327,748 0 0
CBS CORP NEW CL B 124857202 32,193 520,918 SH   SOLE 0 520,918 0 0
COMCAST CORP NEW CL A 20030N101 52,624 1,052,056 SH   SOLE 0 1,052,056 0 0
COUPONS COM INC COM 22265J102 986 40,000 SH   SOLE 0 40,000 0 0
CRITEO S A SPONS ADS 226718104 44,948 1,108,450 SH   SOLE 0 1,108,450 0 0
EBAY INC COM 278642103 72,732 1,316,652 SH   SOLE 0 1,316,652 0 0
EBAY INC COM 278642103 45,844 829,900 SH Call SOLE 0 829,900 0 0
F5 NETWORKS INC COM 315616102 24,183 226,798 SH   SOLE 0 226,798 0 0
FACEBOOK INC CL A 30303M102 59,358 985,366 SH   SOLE 0 985,366 0 0
FINISAR CORP COM NEW 31787A507 24,199 912,829 SH   SOLE 0 912,829 0 0
GAMESTOP CORP NEW CL A 36467W109 20,550 500,000 SH Put SOLE 0 500,000 0 0
GRAHAM HLDGS CO COM 384637104 16,661 23,674 SH   SOLE 0 23,674 0 0
INTUIT COM 461202103 111,803 1,438,348 SH   SOLE 0 1,438,348 0 0
INTUIT COM 461202103 47,617 612,600 SH Call SOLE 0 612,600 0 0
LINKEDIN CORP COM CL A 53578A108 29,673 160,444 SH   SOLE 0 160,444 0 0
NETFLIX INC COM 64110L106 27,820 79,028 SH   SOLE 0 79,028 0 0
NETSUITE INC COM 64118Q107 34,128 359,889 SH   SOLE 0 359,889 0 0
OUTERWALL INC COM 690070107 36,250 500,000 SH Put SOLE 0 500,000 0 0
PANDORA MEDIA INC COM 698354107 91,705 3,024,582 SH   SOLE 0 3,024,582 0 0
PANDORA MEDIA INC COM 698354107 63,745 2,102,400 SH Call SOLE 0 2,102,400 0 0
RED HAT INC COM 756577102 12,020 226,887 SH   SOLE 0 226,887 0 0
SALESFORCE COM INC COM 79466L302 72,958 1,277,942 SH   SOLE 0 1,277,942 0 0
SYNAPTICS INC COM 87157D109 26,727 445,300 SH Put SOLE 0 445,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 55,758 2,785,100 SH Put SOLE 0 2,785,100 0 0
TERADYNE INC COM 880770102 80,120 4,028,148 SH   SOLE 0 4,028,148 0 0
TERADYNE INC COM 880770102 19,890 1,000,000 SH Call SOLE 0 1,000,000 0 0
TIME WARNER CABLE INC COM 88732J207 26,583 193,779 SH   SOLE 0 193,779 0 0
T-MOBILE US INC COM 872590104 60,627 1,835,525 SH   SOLE 0 1,835,525 0 0
T-MOBILE US INC COM 872590104 69,769 2,112,300 SH Call SOLE 0 2,112,300 0 0
TRIQUINT SEMICONDUCTOR INC COM 89674K103 22,446 1,676,314 SH   SOLE 0 1,676,314 0 0
VMWARE INC CL A COM 928563402 38,248 354,082 SH   SOLE 0 354,082 0 0
WESTERN DIGITAL CORP COM 958102105 44,223 481,623 SH   SOLE 0 481,623 0 0
WESTERN DIGITAL CORP COM 958102105 40,640 442,600 SH Call SOLE 0 442,600 0 0
YAHOO INC COM 984332106 87,847 2,447,000 SH Call SOLE 0 2,447,000 0 0
YAHOO INC COM 984332106 49,689 1,384,088 SH   SOLE 0 1,384,088 0 0