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 |
| ALCATEL-LUCENT | SPONSORED ADR | 013904305 | 78,501 | 22,238,328 | SH | DFND | 1 | 22,238,328 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 58,596 | 377,600 | SH | DFND | 1 | 377,600 | 0 | 0 | |
| CABLEVISION SYS CORP | CL A NY CABLVS | 12686C109 | 30,622 | 1,818,396 | SH | DFND | 1 | 1,818,396 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 32,208 | 239,000 | SH | DFND | 1 | 239,000 | 0 | 0 | |
| CIENA CORP | COM NEW | 171779309 | 24,314 | 972,211 | SH | DFND | 1 | 972,211 | 0 | 0 | |
| COGENT COMM GROUP INC | COM NEW | 19239V302 | 53,940 | 1,672,543 | SH | DFND | 1 | 1,672,543 | 0 | 0 | |
| CROWN CASTLE INTL CORP | COM | 228227104 | 48,967 | 670,500 | SH | DFND | 1 | 670,500 | 0 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 73,548 | 1,260,250 | SH | DFND | 1 | 1,260,250 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 32,213 | 1,006,334 | SH | DFND | 1 | 1,006,334 | 0 | 0 | |
| FUSION-IO INC | COM | 36112J107 | 18,867 | 1,409,000 | SH | DFND | 1 | 1,409,000 | 0 | 0 | |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 37,496 | 3,749,638 | SH | DFND | 1 | 3,749,638 | 0 | 0 | |
| INFINERA CORPORATION | COM | 45667G103 | 27,077 | 2,391,991 | SH | DFND | 1 | 2,391,991 | 0 | 0 | |
| INFORMATICA CORP | COM | 45666Q102 | 38,223 | 980,820 | SH | DFND | 1 | 980,820 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 31,882 | 1,433,550 | SH | DFND | 1 | 1,433,550 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 49,350 | 743,000 | SH | DFND | 1 | 743,000 | 0 | 0 | |
| MARKETO INC | COM | 57063L107 | 25,533 | 800,900 | SH | DFND | 1 | 800,900 | 0 | 0 | |
| MCGRAW HILL FINL INC | COM | 580645109 | 98,175 | 1,496,800 | SH | DFND | 1 | 1,496,800 | 0 | 0 | |
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 94,117 | 2,956,852 | SH | DFND | 1 | 2,956,852 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 8,063 | 59,765 | SH | DFND | 1 | 59,765 | 0 | 0 | |
| MILLENNIAL MEDIA INC | COM | 60040N105 | 11,064 | 1,564,884 | SH | DFND | 1 | 1,564,884 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 75,041 | 1,066,990 | SH | DFND | 1 | 1,066,990 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 42,362 | 137,000 | SH | DFND | 1 | 137,000 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 89,147 | 3,547,427 | SH | DFND | 1 | 3,547,427 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 42,100 | 506,007 | SH | DFND | 1 | 506,007 | 0 | 0 | |
| QLIK TECHNOLOGIES INC | COM | 74733T105 | 31,408 | 917,565 | SH | DFND | 1 | 917,565 | 0 | 0 | |
| SBA COMMUNICATIONS CORP | COM | 78388J106 | 41,063 | 510,350 | SH | DFND | 1 | 510,350 | 0 | 0 | |
| SINA CORP | ORD | G81477104 | 46,801 | 576,574 | SH | DFND | 1 | 576,574 | 0 | 0 | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 21,677 | 1,193,000 | SH | DFND | 1 | 1,193,000 | 0 | 0 | |
| TRULIA INC | COM | 897888103 | 38,176 | 811,729 | SH | DFND | 1 | 811,729 | 0 | 0 | |
| VERINT SYS INC | COM | 92343X100 | 20,457 | 552,000 | SH | DFND | 1 | 552,000 | 0 | 0 | |
| YANDEX N V | SHS CLASS A | N97284108 | 45,124 | 1,239,000 | SH | DFND | 1 | 1,239,000 | 0 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 50,672 | 13,803,230 | SH | DFND | 1 | 13,803,230 | 0 | 0 | |