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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 21,201 | 380,973 | SH | SOLE | 380,973 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 33,487 | 989,565 | SH | SOLE | 989,565 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 20,684 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 67,236 | 850,768 | SH | SOLE | 850,768 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 41,555 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 98,527 | 904,000 | SH | SOLE | 904,000 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 50,843 | 2,218,280 | SH | SOLE | 2,218,280 | 0 | 0 | ||
| CABLEVISION SYS CORP | CL A NY CABLVS | 12686C109 | 370,276 | 11,220,488 | SH | SOLE | 11,220,488 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC D | CL A NEW | 16117M305 | 52,261 | 258,169 | SH | SOLE | 258,169 | 0 | 0 | ||
| COACH INC | COM | 189754104 | 45,839 | 1,143,394 | SH | SOLE | 1,143,394 | 0 | 0 | ||
| DOLLAR GEN CORP NEW | COM | 256677105 | 42,201 | 493,000 | SH | SOLE | 493,000 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 66,107 | 199,895 | SH | SOLE | 199,895 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 72,852 | 638,491 | SH | SOLE | 638,491 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 48,204 | 3,001,466 | SH | SOLE | 3,001,466 | 0 | 0 | ||
| KATE SPADE & CO | COM | 485865109 | 21,572 | 845,283 | SH | SOLE | 845,283 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 72,868 | 1,409,987 | SH | SOLE | 1,409,987 | 0 | 0 | ||
| LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 108,044 | 2,044,344 | SH | SOLE | 2,044,344 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 41,337 | 248,478 | SH | SOLE | 248,478 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 62,632 | 498,348 | SH | SOLE | 498,348 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 52,059 | 441,740 | SH | SOLE | 441,740 | 0 | 0 | ||
| MINDBODY INC | COM CL A | 60255W105 | 9,331 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 94,076 | 920,241 | SH | SOLE | 920,241 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 31,131 | 384,000 | SH | SOLE | 384,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 20,484 | 2,136,000 | SH | SOLE | 2,136,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 75,665 | 1,406,938 | SH | SOLE | 1,406,938 | 0 | 0 | ||
| ROVI CORP | COM | 779376102 | 27,292 | 1,330,667 | SH | SOLE | 1,330,667 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 10,432 | 188,000 | SH | SOLE | 188,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 28,759 | 587,765 | SH | SOLE | 587,765 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 71,966 | 1,879,000 | SH | SOLE | 1,879,000 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 31,955 | 2,481,000 | SH | SOLE | 2,481,000 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 44,826 | 479,778 | SH | SOLE | 479,778 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 123,399 | 3,352,312 | SH | SOLE | 3,352,312 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 93,124 | 4,449,324 | SH | SOLE | 4,449,324 | 0 | 0 | ||