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 | 31,741 | 17,440,011 | SH | DFND | 1 | 17,440,011 | 0 | 0 | |
| ANNIES INC | COM | 03600T104 | 9,611 | 224,870 | SH | DFND | 1 | 224,870 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 475,836 | 1,200,000 | SH | Call | DFND | 1 | 1,200,000 | 0 | 0 |
| CBS CORP NEW | CL B | 124857202 | 38,852 | 795,000 | SH | DFND | 1 | 795,000 | 0 | 0 | |
| COGENT COMM GROUP INC | COM NEW | 19239V302 | 39,838 | 1,415,208 | SH | DFND | 1 | 1,415,208 | 0 | 0 | |
| CROWN CASTLE INTL CORP | COM | 228227104 | 94,179 | 1,301,000 | SH | DFND | 1 | 1,301,000 | 0 | 0 | |
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 26,801 | 821,350 | SH | DFND | 1 | 821,350 | 0 | 0 | |
| DISNEY WALT CO | COM DISNEY | 254687106 | 36,311 | 575,000 | SH | DFND | 1 | 575,000 | 0 | 0 | |
| EQUINIX INC | COM NEW | 29444U502 | 25,333 | 137,142 | SH | DFND | 1 | 137,142 | 0 | 0 | |
| GOOGLE INC | CL A | 38259P508 | 65,500 | 74,400 | SH | DFND | 1 | 74,400 | 0 | 0 | |
| INFORMATICA CORP | COM | 45666Q102 | 44,704 | 1,278,000 | SH | DFND | 1 | 1,278,000 | 0 | 0 | |
| INTERXION HOLDING N.V | SHS | N47279109 | 37,459 | 1,433,550 | SH | DFND | 1 | 1,433,550 | 0 | 0 | |
| MCGRAW HILL FINL INC | COM | 580645109 | 83,136 | 1,563,000 | SH | DFND | 1 | 1,563,000 | 0 | 0 | |
| MELCO CROWN ENTMT LTD | ADR | 585464100 | 66,115 | 2,956,852 | SH | DFND | 1 | 2,956,852 | 0 | 0 | |
| MERCADOLIBRE INC | COM | 58733R102 | 36,972 | 343,100 | SH | DFND | 1 | 343,100 | 0 | 0 | |
| MOODYS CORP | COM | 615369105 | 77,832 | 1,277,400 | SH | DFND | 1 | 1,277,400 | 0 | 0 | |
| NICE SYS LTD | SPONSORED ADR | 653656108 | 15,936 | 432,000 | SH | DFND | 1 | 432,000 | 0 | 0 | |
| PANDORA MEDIA INC | COM | 698354107 | 65,273 | 3,547,427 | SH | DFND | 1 | 3,547,427 | 0 | 0 | |
| QIHOO 360 TECHNOLOGY CO LTD | ADS | 74734M109 | 47,532 | 1,029,504 | SH | DFND | 1 | 1,029,504 | 0 | 0 | |
| SINA CORP | ORD | G81477104 | 20,341 | 365,000 | SH | DFND | 1 | 365,000 | 0 | 0 | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 17,859 | 1,193,000 | SH | DFND | 1 | 1,193,000 | 0 | 0 | |
| TRIPADVISOR INC | COM | 896945201 | 43,662 | 717,300 | SH | DFND | 1 | 717,300 | 0 | 0 | |
| VERINT SYS INC | COM | 92343X100 | 19,579 | 552,000 | SH | DFND | 1 | 552,000 | 0 | 0 | |