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
21VIANET GROUP INC SPONSORED ADR 90138A103 12,532 760,000 SH   SOLE   760,000 0 0
3-D SYS CORP DEL COM NEW 88554D205 1,890 35,000 SH   SOLE   35,000 0 0
8X8 INC NEW COM 282914100 5,789 574,876 SH   SOLE   574,876 0 0
ACTIVE NETWORK INC COM 00506D100 12,164 850,000 SH   SOLE   850,000 0 0
ADOBE SYS INC COM 00724F101 3,636 70,000 SH   SOLE   70,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,705 710,000 SH   SOLE   710,000 0 0
APPLE INC CALL 037833900 12,062 25,300 SH Call SOLE   25,300 0 0
BAIDU INC SPON ADR REP A 056752108 6,983 45,000 SH   SOLE   45,000 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 10,559 655,000 SH   SOLE   655,000 0 0
BLACKBERRY LTD COM 09228F103 795 100,000 SH   SOLE   100,000 0 0
CBS CORP NEW CL B 124857202 8,209 148,822 SH   SOLE   148,822 0 0
CONCUR TECHNOLOGIES INC COM 206708109 2,530 22,896 SH   SOLE   22,896 0 0
CROWN CASTLE INTL CORP COM 228227104 8,149 111,583 SH   SOLE   111,583 0 0
CVENT INC COM 23247G109 1,389 39,500 SH   SOLE   39,500 0 0
E-COMMERCE CHINA DANGDANG IN SPN ADS COM A 26833A105 478 45,595 SH   SOLE   45,595 0 0
E HOUSE CHINA HLDGS LTD ADR 26852W103 9,766 1,065,000 SH   SOLE   1,065,000 0 0
FACEBOOK INC CL A 30303M102 10,799 215,000 SH   SOLE   215,000 0 0
GARMIN LTD SHS H2906T109 5,042 111,583 SH   SOLE   111,583 0 0
GOGO INC COM 38046C109 800 45,000 SH   SOLE   45,000 0 0
HOMEAWAY INC COM 43739Q100 223 7,963 SH   SOLE   7,963 0 0
LAMAR ADVERTISING CO CL A 512815101 9,691 206,062 SH   SOLE   206,062 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 7,935 100,000 SH   SOLE   100,000 0 0
LIBERTY MEDIA CORP DELAWARE CL A 531229102 5,054 34,344 SH   SOLE   34,344 0 0
LINKEDIN CORP COM CL A 53578A108 7,382 30,000 SH   SOLE   30,000 0 0
NETSUITE INC COM 64118Q107 3,238 30,000 SH   SOLE   30,000 0 0
PANDORA MEDIA INC COM 698354107 14,073 560,000 SH   SOLE   560,000 0 0
PRICELINE COM INC COM NEW 741503403 10,997 10,878 SH   SOLE   10,878 0 0
PROOFPOINT INC COM 743424103 3,051 95,000 SH   SOLE   95,000 0 0
QIHOO 360 TECHNOLOGY CO LTD ADS 74734M109 16,640 200,000 SH   SOLE   200,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 11,736 145,859 SH   SOLE   145,859 0 0
SERVICENOW INC COM 81762P102 8,312 160,000 SH   SOLE   160,000 0 0
SIRIUS XM RADIO INC COM 82967N108 11,625 3,000,000 SH   SOLE   3,000,000 0 0
SOUFUN HLDGS LTD ADR 836034108 35,373 685,000 SH   SOLE   685,000 0 0
STRATASYS LTD SHS M85548101 1,013 10,000 SH   SOLE   10,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 2,272 40,000 SH   SOLE   40,000 0 0
WORKDAY INC CL A 98138H101 5,154 63,687 SH   SOLE   63,687 0 0
XOOM CORP COM 98419Q101 9,694 305,200 SH   SOLE   305,200 0 0
YAHOO INC COM 984332106 13,377 403,301 SH   SOLE   403,301 0 0
YY INC ADS REPCOM CLA 98426T106 21,636 462,500 SH   SOLE   462,500 0 0
ZILLOW INC CL A 98954A107 2,529 30,000 SH   SOLE   30,000 0 0