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
AMAZON COM INC COM 023135106 148,188 533,646 SH   DFND 1 533,646 0 0
AMAZON COM INC COM 023135106 8,895 32,033 SH   SOLE   32,033 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,154 92,927 SH   SOLE   92,927 0 0
AMERICAN TOWER CORP NEW COM 03027X100 91,397 1,249,110 SH   DFND 1 1,249,110 0 0
AMERICAN TOWER CORP NEW COM 03027X100 5,300 72,437 SH   SOLE   72,437 0 0
APPLE INC COM 037833100 561,240 1,415,378 SH   DFND 1 1,415,378 0 0
APPLE INC COM 037833100 70,584 178,005 SH   SOLE   178,005 0 0
ATMEL CORP COM 049513104 21,860 2,978,198 SH   DFND 1 2,978,198 0 0
BAIDU INC SPON ADR REP A 056752108 19,451 205,611 SH   DFND 1 205,611 0 0
BAIDU INC SPON ADR REP A 056752108 1,163 12,297 SH   SOLE   12,297 0 0
BEST BUY INC COM 086516101 48,086 1,759,469 SH   DFND 1 1,759,469 0 0
BROADCOM CORP CL A 111320107 392,745 11,621,392 SH   DFND 1 11,621,392 0 0
BROADCOM CORP CL A 111320107 22,686 671,279 SH   SOLE   671,279 0 0
CBS CORP NEW CL B 124857202 639,803 13,091,945 SH   DFND 1 13,091,945 0 0
CBS CORP NEW CL B 124857202 65,932 1,349,139 SH   SOLE   1,349,139 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 311,721 2,516,926 SH   DFND 1 2,516,926 0 0
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 33,177 267,880 SH   SOLE   267,880 0 0
CIRRUS LOGIC INC COM 172755100 17,216 991,709 SH   DFND 1 991,709 0 0
CIRRUS LOGIC INC COM 172755100 891 51,321 SH   SOLE   51,321 0 0
CROWN CASTLE INTL CORP COM 228227104 56,517 780,727 SH   DFND 1 780,727 0 0
CROWN CASTLE INTL CORP COM 228227104 5,532 76,425 SH   SOLE   76,425 0 0
DISCOVER FINL SVCS COM 254709108 9,607 201,666 SH   DFND 1 201,666 0 0
DISCOVER FINL SVCS COM 254709108 788 16,548 SH   SOLE   16,548 0 0
DOMTAR CORP COM NEW 257559203 1,159 17,429 SH   SOLE   17,429 0 0
DONNELLEY R R & SONS CO COM 257867101 20,726 1,479,405 SH   DFND 1 1,479,405 0 0
DONNELLEY R R & SONS CO COM 257867101 159 11,384 SH   SOLE   11,384 0 0
EQUINIX INC COM NEW 29444U502 801,737 4,340,284 SH   DFND 1 4,340,284 0 0
EQUINIX INC COM NEW 29444U502 47,236 255,719 SH   SOLE   255,719 0 0
FUSION-IO INC COM 36112J107 10,741 754,305 SH   DFND 1 754,305 0 0
GAP INC DEL COM 364760108 34,137 818,049 SH   DFND 1 818,049 0 0
GAP INC DEL COM 364760108 1,999 47,914 SH   SOLE   47,914 0 0
GOOGLE INC CL A 38259P508 341,238 387,607 SH   DFND 1 387,607 0 0
GOOGLE INC CL A 38259P508 39,666 45,056 SH   SOLE   45,056 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 201,512 2,679,044 SH   DFND 1 2,679,044 0 0
GREEN MTN COFFEE ROASTERS IN COM 393122106 28,013 372,419 SH   SOLE   372,419 0 0
GROUPON INC COM CL A 399473107 32,237 3,770,398 SH   DFND 1 3,770,398 0 0
GROUPON INC COM CL A 399473107 1,588 185,703 SH   SOLE   185,703 0 0
HAIN CELESTIAL GROUP INC COM 405217100 122,693 1,887,299 SH   DFND 1 1,887,299 0 0
HAIN CELESTIAL GROUP INC COM 405217100 14,710 226,277 SH   SOLE   226,277 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 144,464 285,427 SH   DFND 1 285,427 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,419 24,537 SH   SOLE   24,537 0 0
JOY GLOBAL INC COM 481165108 22,756 468,900 SH   DFND 1 468,900 0 0
L BRANDS INC COM 501797104 181,280 3,680,818 SH   DFND 1 3,680,818 0 0
L BRANDS INC COM 501797104 15,307 310,805 SH   SOLE   310,805 0 0
LAS VEGAS SANDS CORP COM 517834107 63,024 1,190,714 SH   DFND 1 1,190,714 0 0
LAS VEGAS SANDS CORP COM 517834107 3,710 70,101 SH   SOLE   70,101 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 10,732 509,122 SH   DFND 1 509,122 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 617,987 8,409,134 SH   DFND 1 8,409,134 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 51,573 759,660 SH   DFND 1 759,660 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 54,224 737,845 SH   SOLE   737,845 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 2,999 44,176 SH   SOLE   44,176 0 0
LINKEDIN CORP COM CL A 53578A108 157,380 882,667 SH   DFND 1 882,667 0 0
LINKEDIN CORP COM CL A 53578A108 14,336 80,403 SH   SOLE   80,403 0 0
LOGITECH INTL S A SHS H50430232 7,934 1,125,376 SH   DFND 1 1,125,376 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 42,847 865,594 SH   DFND 1 865,594 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 7,774 125,354 SH   DFND 1 125,354 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 479 7,716 SH   SOLE   7,716 0 0
MOLYCORP INC DEL COM 608753109 6,916 1,115,505 SH   DFND 1 1,115,505 0 0
NETFLIX INC COM 64110L106 202,366 958,674 SH   DFND 1 958,674 0 0
NETFLIX INC COM 64110L106 22,619 107,154 SH   SOLE   107,154 0 0
NEWS CORP CL A 65248E104 351,682 10,794,423 SH   DFND 1 10,794,423 0 0
NEWS CORP CL A 65248E104 35,161 1,079,229 SH   SOLE   1,079,229 0 0
NII HLDGS INC CL B NEW 62913F201 22,749 3,415,697 SH   DFND 1 3,415,697 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 33,952 1,845,227 SH   DFND 1 1,845,227 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 2,923 158,858 SH   SOLE   158,858 0 0
NUTRI SYS INC NEW COM 67069D108 7,479 634,902 SH   DFND 1 634,902 0 0
PITNEY BOWES INC COM 724479100 14,533 989,971 SH   DFND 1 989,971 0 0
POLYCOM INC COM 73172K104 21,581 2,049,497 SH   DFND 1 2,049,497 0 0
PRICELINE COM INC COM NEW 741503403 421,892 510,351 SH   DFND 1 510,351 0 0
PRICELINE COM INC COM NEW 741503403 21,827 26,403 SH   SOLE   26,403 0 0
QUINSTREET INC COM 74874Q100 4,545 526,593 SH   DFND 1 526,593 0 0
RACKSPACE HOSTING INC COM 750086100 39,080 1,031,399 SH   DFND 1 1,031,399 0 0
RACKSPACE HOSTING INC COM 750086100 5,853 154,469 SH   SOLE   154,469 0 0
REALOGY HLDGS CORP COM 75605Y106 182,108 3,790,767 SH   DFND 1 3,790,767 0 0
REALOGY HLDGS CORP COM 75605Y106 15,226 316,935 SH   SOLE   316,935 0 0
RED HAT INC COM 756577102 180,221 3,768,741 SH   DFND 1 3,768,741 0 0
RED HAT INC COM 756577102 18,065 377,767 SH   SOLE   377,767 0 0
RESEARCH IN MOTION LTD COM 760975102 64,323 6,149,438 SH   DFND 1 6,149,438 0 0
RESEARCH IN MOTION LTD COM 760975102 1,482 141,721 SH   SOLE   141,721 0 0
SIRIUS XM RADIO INC COM 82967N108 135,886 40,563,060 SH   DFND 1 40,563,060 0 0
SIRIUS XM RADIO INC COM 82967N108 7,878 2,351,604 SH   SOLE   2,351,604 0 0
STEC INC COM 784774101 8,063 1,199,889 SH   DFND 1 1,199,889 0 0
SUPERVALU INC COM 868536103 46,643 7,498,848 SH   DFND 1 7,498,848 0 0
TESLA MTRS INC COM 88160R101 69,844 650,559 SH   DFND 1 650,559 0 0
TESLA MTRS INC COM 88160R101 6,359 59,232 SH   SOLE   59,232 0 0
THE ADT CORPORATION COM 00101J106 16,112 404,314 SH   DFND 1 404,314 0 0
THE ADT CORPORATION COM 00101J106 965 24,217 SH   SOLE   24,217 0 0
TIME WARNER INC COM NEW 887317303 628,397 10,868,168 SH   DFND 1 10,868,168 0 0
TIME WARNER INC COM NEW 887317303 58,214 1,006,814 SH   SOLE   1,006,814 0 0
TIME WARNER CABLE INC COM 88732J207 130,058 1,156,275 SH   DFND 1 1,156,275 0 0
TIME WARNER CABLE INC COM 88732J207 7,714 68,579 SH   SOLE   68,579 0 0
TRIPADVISOR INC COM 896945201 189,968 3,120,887 SH   DFND 1 3,120,887 0 0
TRIPADVISOR INC COM 896945201 11,851 194,686 SH   SOLE   194,686 0 0
VERISIGN INC COM 92343E102 137,307 3,074,499 SH   DFND 1 3,074,499 0 0
VERISIGN INC COM 92343E102 7,961 178,254 SH   SOLE   178,254 0 0
WHOLE FOODS MKT INC COM 966837106 144,816 2,813,053 SH   DFND 1 2,813,053 0 0
WHOLE FOODS MKT INC COM 966837106 14,468 281,035 SH   SOLE   281,035 0 0
YANDEX N V SHS CLASS A N97284108 69,873 2,527,048 SH   DFND 1 2,527,048 0 0
YANDEX N V SHS CLASS A N97284108 4,639 167,772 SH   SOLE   167,772 0 0