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 |
| AMAZON COM INC | COM | 023135106 | 82,043 | 189,000 | SH | SOLE | 189,000 | 0 | 0 | ||
| ARRIS GROUP INC NEW | COM | 04270V106 | 35,771 | 1,169,000 | SH | SOLE | 1,169,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 160,658 | 807,000 | SH | SOLE | 807,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 77,641 | 390,000 | SH | Call | SOLE | 390,000 | 0 | 0 | |
| CREE INC | COM | 225447101 | 16,187 | 621,848 | SH | SOLE | 621,848 | 0 | 0 | ||
| CRITEO S A | SPONS ADS | 226718104 | 88,957 | 1,866,105 | SH | SOLE | 1,866,105 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 42,793 | 632,000 | SH | SOLE | 632,000 | 0 | 0 | ||
| ENDURANCE INTL GROUP HLDGS I | COM | 29272B105 | 48,119 | 2,329,112 | SH | SOLE | 2,329,112 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 74,849 | 872,720 | SH | SOLE | 872,720 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 21,441 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| FRONTIER COMMUNICATIONS CORP | COM | 35906A108 | 11,509 | 2,325,000 | SH | Put | SOLE | 2,325,000 | 0 | 0 | |
| GOGO INC | COM | 38046C109 | 39,501 | 1,843,278 | SH | SOLE | 1,843,278 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 28,118 | 1,340,224 | SH | SOLE | 1,340,224 | 0 | 0 | ||
| INFOBLOX INC | COM | 45672H104 | 17,639 | 673,000 | SH | SOLE | 673,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 122,014 | 3,578,117 | SH | SOLE | 3,578,117 | 0 | 0 | ||
| KING DIGITAL ENTMT PLC | ORD SHS | G5258J109 | 12,163 | 853,556 | SH | SOLE | 853,556 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 76,761 | 1,457,389 | SH | SOLE | 1,457,389 | 0 | 0 | ||
| MINDBODY INC | COM CL A | 60255W105 | 9,681 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 24,819 | 1,541,532 | SH | SOLE | 1,541,532 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 61,095 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 49,080 | 4,198,467 | SH | SOLE | 4,198,467 | 0 | 0 | ||
| PINNACLE ENTMT INC | COM | 723456109 | 36,848 | 988,400 | SH | SOLE | 988,400 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 46,335 | 727,740 | SH | SOLE | 727,740 | 0 | 0 | ||
| QUNAR CAYMAN IS LTD | SPNS ADR CL B | 74906P104 | 53,535 | 1,249,352 | SH | SOLE | 1,249,352 | 0 | 0 | ||
| SOTHEBYS | COM | 835898107 | 104,952 | 2,319,885 | SH | SOLE | 2,319,885 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 34,735 | 301,256 | SH | SOLE | 301,256 | 0 | 0 | ||
| VIMPELCOM LTD | SPONSORED ADR | 92719A106 | 43,267 | 8,705,715 | SH | SOLE | 8,705,715 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 27,970 | 650,000 | SH | Put | SOLE | 650,000 | 0 | 0 | |
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 59,822 | 538,697 | SH | SOLE | 538,697 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 76,252 | 3,433,247 | SH | SOLE | 3,433,247 | 0 | 0 | ||