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 | 82,550 | 207,000 | SH | DFND | 1 | 207,000 | 0 | 0 | |
| BLACKBERRY LTD | COM | 09228F103 | 50,044 | 6,726,349 | SH | DFND | 1 | 6,726,349 | 0 | 0 | |
| BLUCORA INC | COM | 095229100 | 9,296 | 318,786 | SH | DFND | 1 | 318,786 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 71,389 | 522,000 | SH | DFND | 1 | 522,000 | 0 | 0 | |
| COGENT COMM GROUP INC | COM NEW | 19239V302 | 67,587 | 1,672,543 | SH | DFND | 1 | 1,672,543 | 0 | 0 | |
| CROWN CASTLE INTL CORP | COM | 228227104 | 77,058 | 1,049,408 | SH | DFND | 1 | 1,049,408 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 143,440 | 2,624,759 | SH | DFND | 1 | 2,624,759 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 90,989 | 1,153,664 | SH | DFND | 1 | 1,153,664 | 0 | 0 | |
| MCGRAW HILL FINL INC | COM | 580645109 | 77,095 | 985,872 | SH | DFND | 1 | 985,872 | 0 | 0 | |
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 79,888 | 2,036,917 | SH | DFND | 1 | 2,036,917 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 6,442 | 59,765 | SH | DFND | 1 | 59,765 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 126,398 | 1,610,781 | SH | DFND | 1 | 1,610,781 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 26,841 | 1,009,073 | SH | DFND | 1 | 1,009,073 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 81,147 | 988,992 | SH | DFND | 1 | 988,992 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 75,587 | 841,350 | SH | DFND | 1 | 841,350 | 0 | 0 | |
| TRULIA INC | COM | 897888103 | 28,305 | 802,510 | SH | DFND | 1 | 802,510 | 0 | 0 | |
| VERIFONE SYS INC | COM | 92342Y109 | 55,604 | 2,073,238 | SH | DFND | 1 | 2,073,238 | 0 | 0 | |
| WEBMD HEALTH CORP | COM | 94770V102 | 35,228 | 891,855 | SH | DFND | 1 | 891,855 | 0 | 0 | |
| WYNN RESORTS LTD | COM | 983134107 | 61,565 | 317,000 | SH | DFND | 1 | 317,000 | 0 | 0 | |
| YAHOO INC | COM | 984332106 | 135,240 | 3,344,223 | SH | DFND | 1 | 3,344,223 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 25,323 | 6,663,948 | SH | DFND | 1 | 6,663,948 | 0 | 0 | |